How To: Adding a Line to a Loaner Transaction (02-08-02)

Overview

This tutorial describes how to add a line to a loaner transaction.

IMPORTANT: Any item that is added to a Loaner transaction is automatically classified as a loaner item.

Step-by-Step

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  1. On the Detail tab of Order Maintenance, click the ‘Add Line’ button.

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  1. The Line Maintenance window appears. Enter the item information using the steps described in the ‘Adding a Line to an Order’ tutorial.

  1. Click Close.

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  1. The item is added to the order with a status of ‘Delayed.’ To change the status to ‘On Loan,’ follow the steps described in the ‘Releasing a Loaner Item to a Customer’ tutorial.
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