Loans

The Loan Items sub-screen:

The Loans sub-item is where you would identify loan items provided with this workorder item, identify loan out date, loan return ETA data, and actual return date, and identify any loan charges – using either the Rate quantity and Rate, or manually entering in an amount in the Charges field

Information entered in here will display on the Loan Items grid and the Workorder Loan Items grid for quick viewing – such as when a loan item is due back, or what workorder number it was last loaned out under and who the client was, and so on.

If in the event a Loan is provided in a workorder, but you wish to complete service on that workorder, but still have access and documentation of the loan item, use the Move Workorder Item menu feature to move the workorder item for this Loan Item to a new workorder for the client.

See also:

How do I move a workorder item from one workorder to another?

Loan Item

This is a drop down selection field where you can identify the loan item by its name and serial number.

Only active non-loaned Loan Items will display as if you do not physically have the loan item, than you could not loan it out.

You can refer to the Loan Items grid in the Units navigation pane for a list of all loan items and their present status.

See also:

Loan Items

Loaned

This is the date that the item was loaned out on. It defaults to today’s date but can be edited to reflect the actual if different.

See also:

Date and Time selection

Due Back

This would be the date you expect the item to be returned. Entering a date here allows you to view on the Loan Items grid and the Workorder Items Loans grid at a glance when items should be returning.

Notes

This is a text field where you may enter in additional information pertaining to this loan.

Returned

This is the date the loan item was actually returned. Entering a date here identifies that the loan item is available for loaning elsewhere, as well as providing a record of its activity.

Charges

Manually enter in currency amount any charges related to loaning this item. Or select a Rate and enter in the Rate Quantity – when you tab off, the Charges field will automatically display the calculated amount.

Sales Tax

If a charge is incurred, select tax to be applied to the charges if applicable. This is useful for reports where parts, rates and loan charges may have different tax percentages – this selection allows you to ensure the correct tax is applied in reports for any charges entered here for the loan items.

Rate

Select one of the set rates. When combined with the Rate Quantity field, the Charges field will automatically display the calculated amount.

See also:

Loan Items

Rate Quantity

Enter in the quantity for a selected Rate. When combined with a selected Rate, the Charges field will automatically display the calculated amount.