Loan Items in AyaNova intended use is equipment that you may loan out or rent to clients. For example you might rent equipment to a client while their equipment is being repaired.
Loan Items are selected within a service workorder item.
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If you do not wish a loan item to display for selection in the workorder item Loans, make the loan item inactive.
It is recommended that if a loan item or any object is no longer needed, that you make it inactive by de-selecting the “Active” checkbox rather than deleting it. In this way you will still have history on the object, but it can no longer be selected in drop down selection lists.
Loan Items grid
The Loan Items grid displays information about each loan item – loan item serial number and name, if active, workorder number of last loan, client presently loaned to, and when due back if not already.
This grid is useful so you can filter and sort to display information on all loan items, not just those that are presently loaned out.
The Loan Item entry screen
Active
Active loan items that are not presently loaned out will display in drop down selection within workorders, quotes, preventive maintenance.
Loan Item Name
This is a text field where you would enter the name of the loan item that appears drop down selection fields in a service workorder. It is recommended to keep it short and descriptive.
Note that if you change this name after using it, it affects all work orders that use that have that loan item selected.
Serial Number
Another identification field
Notes
Enter in this text field descriptive notes regarding this project.
Rate fields
By pre-entering the common rates (Hour, Half Day, Day, Week, etc), when the loan item is selected in the workorder entry screen, you will be able to easily select a rate, enter in a quantity, and have that rate automatically multiplied by the quantity to obtain the total charge.
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