If your company receives objects for repair or maintenance jobs from other locations, internally or from customers, and you loan objects temporarily to the locations or customers that send objects to you to be repaired, Enterprise Asset Management can keep track of your object loans.
Register loan object on a request
It is only possible to send a loan object if an object of the same object type is available.
The loan object must have an object stage that allows it to be used as a loan object, for example, "InStorage". When the loan object has been registered, the object stage of that object is automatically updated, for example, to "OnLoan".
Click Enterprise asset management > Common > Object loan > All object loans to see a complete list of all the objects you have loaned to other locations or customers. If the Ended check box is selected on an object, it means that the object has been registered as returned to your company.
In Active object loans, you see a list of all the loan objects that have not yet been returned to your company.
In All object loans, if you select a loan and click Transfer to customer, the loan object is transferred to the customer as an active object.
Register loan object as returned
If your company makes repair jobs or maintenance jobs on objects received from other locations or customers, Enterprise Asset Management can keep track of inbound objects on the way to your company and outbound (returned) objects.
If you want to use Inbound and Outbound stages to manage objects coming in and being returned, you must set up request stages and stage groups to support these actions. Refer to the Setup for Requests chapter.
Whether you are able to work with inbound and outbound objects depends on the setup of Enterprise Asset Management. The functionality can only be used if the Inbound/outbound check box is selected in the License configuration form (System administration > Setup > Licensing > License configuration). Read more about configuration setup in the License Configuration chapter.
Register object as inbound
Register inbound objects as received
Register object as outbound
When you have completed the maintenance or repair job, you can register the object as returned.
Register outbound objects as delivered
In Enterprise Asset Management, you can generate two reports regarding requests, one displaying details, and one providing a list to be used for planning and follow-up.
Create request details report
You can create a detailed report for requests that shows various information related to the request.
Below you see an example of a request details report.
Create request list report
You can create a request list report displaying a list of all requests using the same request type.
Below you see an example of a request list report for all active requests.