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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 ## 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 Full access
- Business administration - Business administration
- Service manager - Service manager
- Accounting - Accounting
Read only access Read only access
- Business administration - restricted - Business administration - restricted
- Service manager - restricted - Service manager - restricted
- Service technician - Service technician
- Sales - Sales
- Sales - restricted - Sales - restricted
## How to access Loaner items ## How to access Loaner items
Loaner items are accessed in the following ways: 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 ## 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). 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 ## 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 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. 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. 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. 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 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: 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 #### Work orders