Loan items (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Setup > Workers > Loan > Loan items.
Use this form to maintain a list of items that you can lend to workers. Some examples of items that companies may lend to workers included in the following list:
Mobile phones
Company cars
Computer equipment
Access cards
Uniforms
You can use the Loan form to track which workers borrow items.
Because you can lend an item to only one worker at a time, you must set up loaned items as individual items. For example, each key or access card that you lend to a worker must be set up as an individual item. Using a serial number to identify an item can help you manage items r and can be useful if an item is stolen or lost.
Some examples are listed below:
Set up mobile phones as loaned items and use the telephone number as a code and the loan type as “Cell phone.”
Set up automobiles as loaned items and use the license plate number as a code and the loan type as “Automobile.”
Set up keys as loaned items and use the key number as a code and the loan type as “Key.”
Tip
You cannot delete an item if a worker is currently borrowing it. To delete a loaned item that has been lost or misplaced, specify that the item was returned by entering an Actual return date and then either delete it or add a comment to its description.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
|---|---|
Loaned equipment |
Open the Loan form, where you can update or view loan status information for the loaned item. |
Create loan items |
Open the Create loan items form, where you can set up multiple loaned items of the same type. |
Fields
Field |
Description |
|---|---|
Loan item |
Enter a unique identifier for the loaned item. For example, enter the serial number of the item. |
Description |
Enter a description of the loaned item. |
Person in charge |
Select the person who is responsible for the item. For example, this might be someone responsible for maintaining the item. |
Status |
The status of the loaned item. The information in the Loan form determines the value of this field. |
Tax information |
Specify tax information related to the item. |
Serial number |
Use this field provide additional identification information if it is necessary for an item. Enter the serial number, or other identification number, for the loaned item. This might be, for example, access card numbers, key numbers, or the vehicle identification number of a company car. |
Loan type |
Select the type of the loaned item. The information in this field is maintained in the following form: Loan types (form). |
Grace period |
Enter the number of days that may pass after the return date before a reminder is sent to the borrower for the return of the item. |
Number of days |
Enter the number of days the item can be on loan. The default value of the Planned return field on the Loan form, is calculated as the current date plus this number. |
See also
Loan an item to a worker, contact, or applicant
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