How To: Releasing a Loaner Item to a Customer (02-08-02)

Overview

Immediately following Order Build, loaner items are set to a status of ‘Delayed’. At this point, no items have been released to the customer unless the Ship box was checked for the item in POS Entry. This tutorial describes how to change the status of loaner item from ‘Delayed’ to ‘On Loan.’

Step-by-Step

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  1. On the Detail tab of Order Maintenance, click the item that you want to change to ‘On Loan.’

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  1. The Line Maintenance window appears. Click the ‘Out on Loan’ button.

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  1. The Line Maintenance window closes and the status of the item is now ‘On Loan.’ The quantity on hand for the item is reduced, and the item is no longer committed.
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