• Three conditions must be present to initiate the Equipment Loan /Return document for a loan renewal:
o The asset must exist in the database, and
o the tag must be attached to the equipment, and
o the tag number must be entered in the Asset document.
• The expected return date cannot be more than two years from the loan date.
• The Last Inventory Date value will automatically be updated to match that of the loan date.
• The asset renew link is available in the Actions column only when the asset has previously been lent.
• Expected Return Date rules:
o When issuing a document to renew a loan, the Equipment Loan/Return document requires an expected return date.
o When issuing a document to renew a loan, the expected return date cannot be more than two years from the loan date.
o The expected return date cannot be earlier than the loan date.
• The equipment loan return date is required when issuing an Equipment Loan Return document.
More: