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Confirm a Loan Dispatch Slip or Loan Return Slip for Loan Inventory

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, see the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to confirm a created draft loan dispatch slip or loan return slip in Inventory Management (New Method).

Purpose​

Use this feature to manage inventory moved to or returned from a loan destination as a confirmed movement result instead of an unconfirmed draft.

By reviewing the target slip before confirmation, you can handle lending and return results under a common standard and manage draft, confirmed, and cancelled slips separately. Because the confirmation date and time and loan inventory records can be checked later, it is easier to track the movement history of loan inventory by slip.

Feature Description​

Prerequisites Before Confirmation​

To confirm a loan dispatch slip or loan return slip, the target slip must have already been created in DRAFT status.

For how to create each slip, see the following.

Slips That Can Be Confirmed​

Among loan inventory transfer slips, slips whose Slip type is Loan dispatch slip or Loan return slip and whose status is DRAFT can be confirmed.

Slips whose status is CONFIRMED or CANCELLED are not targets for confirmation operations.

Also, at confirmation, the following quantity conditions must be met according to the slip type.

  • Loan dispatch slip: The loan quantity for each line is within the allocatable quantity
  • Loan return slip: The return quantity for each line is within the available loan residual quantity

Status of a Slip​

A loan dispatch slip and a loan return slip have the following statuses.

  • DRAFT: An unconfirmed status. It is a target for confirmation operations.
  • CONFIRMED: The confirmation is complete.
  • CANCELLED: The slip has been cancelled.

Instructions​

Opening the Details of a Loan Inventory Transfer Slip​

  1. Click the Inventory menu.
  2. Click the Loan inventory tab.
  3. Click Loan dispatch and return slips.
  4. Search for the slip using Search.
  5. Click Detail for the target slip.
    The Loan inventory transfer slips Detail page opens.

Confirming a Loan Dispatch Slip or Loan Return Slip​

  1. Review the slip details.

  2. Click Confirm. The confirmation is performed immediately.

    If the process succeeds, the loan dispatch slip or loan return slip is confirmed. The slip status becomes CONFIRMED.

Important Notes​

Confirmation Operations Do Not Have a Confirmation Dialog or Additional Input​

When you click Confirm on the detail page, the displayed slip is confirmed.

Verify the target slip, status, and quantities before confirming.

Adjust Quantities Before Confirmation If They Exceed the Allowed Quantity​

For loan quantities in a loan dispatch slip created in DRAFT status, you can enter a quantity that exceeds the allocatable quantity.
Also, for return quantities in a loan return slip created in DRAFT status, you can enter a quantity that exceeds the available loan residual quantity.

If the quantity in a slip exceeds the allowed quantity, adjust the quantity before confirmation.
For a loan dispatch slip, adjust the loan quantity within the allocatable quantity. For a loan return slip, adjust the return quantity within the available loan residual quantity before confirming.