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@@ -6,34 +6,44 @@ Work orders have a [loans](svc-workorders.md#loans) area dedicated to this featu
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## Authorization Roles required
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## Authorization Roles required
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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):
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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):
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Full access
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Full access
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- Business administration
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- Business administration
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- Service manager
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- Service manager
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- Accounting
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- Accounting
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Read only access
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Read only access
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- Business administration - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service manager - restricted
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- Service technician
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- Service technician
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- Sales
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- Sales
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- Sales - restricted
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- Sales - restricted
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## How to access Loaner items
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## How to access Loaner items
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Loaner items are accessed in the following ways:
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Loaner items are accessed in the following ways:
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- 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)
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- 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)
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## Loaner items data table
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## Loaner items data table
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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).
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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).
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#### Current Work order item column
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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.
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## Loaner items edit form
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## Loaner items edit form
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The Loaner items edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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The Loaner items edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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The Name field is the only required field on this form, all other fields are optional.
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The Name field is the only required field on this form, all other fields are optional.
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@@ -72,7 +82,7 @@ If you need to track service on Loan items, a loan item can have a "Shadow Unit"
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Any Unit can be a shadow unit of a loan item.
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Any Unit can be a shadow unit of a loan item.
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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.
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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.
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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.
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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.
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@@ -104,6 +114,8 @@ Optional [attachments control](ay-start-form-attachments.md).
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### Menu options
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### Menu options
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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:
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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:
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#### Work orders
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#### Work orders
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