When the Loaners Lookup option is selected from the More Menu, the system activates the Customer Loaner Lookup and it loads the lookup with the Loaner or Pending records that have been processed for the selected customer.
Loaners are a special type of sales order that is used for shipping product to customers or other entities such as sales reps, at no charge. Loaners are often used to process samples, no charge replacements, and for other similar uses. When a loaner order is processed, the goods are shipped out and “Pending” records are created to track the items shipped. These Pending records are later closed by invoicing the goods to the customer, returning the goods to inventory or writing the goods off to a general ledger account.
The Customer Loaner Lookup program can be used to display both open and closed Pending records for the selected company. The Status Radio Button that is located a radio button that is used to select the Loaner status codes to be displayed. You may select only open or only closed Loaners using this button.
You may access detailed header information about each type L order by selecting the appropriate record in the Loaner Lookup program and using the ZOOM option.
You may view the line items for each type L order by selecting the appropriate record in the Loaner Lookup program and using the EXPAND option. This action causes the Order Lines Lookup program to be displayed. The Order Lines Lookup displays the line items for the selected order and it allows you to access detailed information about each order line by selecting the appropriate line and using the ZOOM option.