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@@ -6,34 +6,44 @@ Work orders have a [loans](svc-workorders.md#loans) area dedicated to this featu
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Business administration
- Service manager
- Accounting
- Business administration
- Service manager
- Accounting
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
## How to access Loaner items
Loaner items are accessed in the following ways:
- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md)
- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md)
## Loaner items data table
![table](img/svc-loaners.png)
The Loaner items [data table](ay-start-form-data-tables.md) lists all the Loaner items that are available and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
#### Current Work order item column
If the Loan item has been selected on a [Work order item Loan](svc-workorders.md#loan-item) record in a work order and has not been returned, this column will provide a link to that work order.
## Loaner items edit form
![edit form top](img/svc-loaners-edit-form-top.png)
![edit form bottom](img/svc-loaners-edit-form-bottom.png)
The Loaner items edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
The Name field is the only required field on this form, all other fields are optional.
@@ -72,7 +82,7 @@ If you need to track service on Loan items, a loan item can have a "Shadow Unit"
Any Unit can be a shadow unit of a loan item.
The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_Loaner item". Then create a standard Unit that belongs to this Loaner item for each Loan Item for which you want to track service.
The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_Loaner item". Then create a standard Unit that belongs to this Loaner item for each Loan Item for which you want to track service.
If a Loan item requires internal service it can be placed on a standard work order with the "Shadow_unit_Loaner item" selected as the Customer.
@@ -104,6 +114,8 @@ Optional [attachments control](ay-start-form-attachments.md).
### Menu options
![menu](img/svc-loaners-edit-form-menu.png)
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Loaner item edit form also has these options:
#### Work orders