How to Lend Service Items as Substitutes | Microsoft Docs

You can lend customers loaners to temporarily replace service items that you have received for servicing.

To lend a loaner item

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Service Orders, and then choose the related link.
  2. Open the relevant service order card.
  3. Select the service item line with the service item you want to replace with a loaner.
  4. In the Loaner No. field, choose the relevant loaner item.
  5. Choose Yes to confirm the loan.

To receive a loaner

When you receive a loaner from a customer, you must register the receipt. You do this in the Service Order, Posted Service Shipment, and Loaner Card pages. This procedure shows how to receive loaners on the Service Order page.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Service Orders, and then choose the related link.
  2. Open the relevant service order.
  3. Choose the service item line with the loaner you want to receive.
  4. Choose Actions, choose Functions, and then choose Receive Loaner.

To register loaner comments

You can use the General Service Comment Sheet page to register comments on registered loaners.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Loaners, and then choose the related link.
  2. Open the relevant loaner card.
  3. Choose the Comments action. The General Service Comment Sheet page opens.
  4. In the Date field, enter a date.
  5. In the Comment field, enter a comment. You can enter a maximum of 80 characters. If you need to enter additional text, go to the next line. You can fill in as many lines as necessary.

See Also

Set Up a Loaner Program


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