Return an inward or outward loan

You can automate the process of inward or outward loan return.

Overview

The Inward Loan Return and Outward Loan Return tools lets you return several loaned objects at once, even if they are in different loan records.

When you use these tools, the status of the loan record will be updated automatically.

Please note:

  • Close any related loan records before using these tools.

  • The Loan records must be at a status that has Objects Partially Returned or Objects Fully Returned as a possible next status.

  • Any other procedural actions set for the new status will not be performed.

Steps

  1. Go the Tools menu, then Activities Management, then click Inward Loan Return or Outward Loan Return.

  2. Select the objects to be returned.

  3. Review the onscreen report, showing any movements or errors.

After running the tool, you will see that the procedural status of the loan record has been progressed to Objects Fully Returned or Objects Partially Returned.

See also

Set your loan return preferences in activities