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How to: Set Up a Loaner Program

  • Article

Sometimes you must provide a customer a loaner item for use when your customer service team makes a repair. In Dynamics NAV, you can set up a loaner programme, loan items to your customers, and track receipts when customers return the items. Additionally, you can add comments about loaners in one of two ways:

  • Enter a note or comment about the loaner itself.
  • Enter a note on a service item about the need for a loaner.

To set up a loaner

  1. Choose the Search for Page or Report icon, enter Loaners, and then choose the related link.
  2. Create a new loaner card.
  3. In the No. field, enter a number for the loaner. Alternatively, if you have set up number series for loaners in the Service Mgt. Setup window, you can press the Enter key to enter the next available loaner number.
  4. Fill in the Description, Description 2, and Serial No. fields.
  5. In the Unit of Measure Code field, choose the relevant unit of measure.

See Also

How to: Lend and Receive Loaners
Setting Up Service Management
Delivering Service