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Create a 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 select the return target from the loan inventory for each buyer, specify the return quantity and return destination override, and create a loan return slip in Inventory Management (New Method).

The created loan return slip is saved as a loan inventory transfer slip.

Purpose​

Use loan return slip creation to record inventory returned from a loan destination as a return target and centrally manage the location and quantity of loan inventory.

By keeping the return target buyer, SKU, lot, quantity, and document date as a loan inventory transfer slip, you can easily verify the return status of loan inventory without scattering records related to lending and returns. The main purpose is to make it possible to track the movement history from the time of lending to the time of return on a slip basis.

Feature Description​

What is a Loan Return Slip?​

A loan return slip is a loan inventory transfer slip created by selecting a return target from the loan inventory for each buyer. It refers to a loan inventory transfer slip whose slip type is Loan return slip.

To create a loan return slip, the target buyer must have returnable loan inventory. Return targets are not normally selected from ordinary free stock.

To lend inventory to a loan destination buyer, see Create a Loan Dispatch Slip for Loan Inventory.

Conditions for Creating a Loan Return Slip​

You can create a loan return slip when all of the following conditions are met:

  • A buyer is selected
  • There is 1 or more slip lines
  • The quantity of each line is a positive number
  • When using Finalize immediately, the return quantity is entered within the available loan residual quantity
  • Both the Facility and Location for the Return destination override are either both entered or both left blank
    • Entering only one is not allowed

Return destination override​

In Return destination override, you can specify a storage destination different from the time of lending.

The Facility and Location to be the return destination can be overridden for each line.

To override the return destination, enter both Facility and Location. You cannot create a loan return slip if only one is entered.

Loan Return Slip Status​

A loan return slip has the following statuses:

  • DRAFT: The loan return slip is in an unconfirmed state. It becomes DRAFT if Finalize immediately is not selected.
  • CONFIRMED: The loan return slip is in a confirmed state. It becomes CONFIRMED when Finalize immediately is selected or when a confirmation operation is performed individually later.
  • CANCELLED: The loan return slip is in a cancelled state. It becomes CANCELLED when a cancellation operation is performed on a draft loan return slip.

Instructions​

Navigating to the New Loan Inventory Transfer Slip Screen​

  1. Click the Inventory menu.
  2. Click the Loan inventory tab.
  3. Click Loan inventory transfer slips.
  4. Click New Loan Inventory Transfer Slip.
    The New loan inventory transfer slip page opens.

How to Enter the Form​

Entering the Slip Header​

In the Slip header, enter the type and date of the slip to be created.

  1. Select Loan return slip in Slip type.
  2. Enter the Document date.

Selecting a Buyer​

Select a loan destination buyer to be the return source.

  1. Use the Buyer search filters to search for the return source buyer.
  2. Click the Select button for the target buyer.

Selecting Loan Inventory to Return​

In Select loan inventory to return, select the loan inventory to be added to the slip lines.

  1. Select the checkbox for the loan inventory to return.
    The selected loan inventory is added to Slip lines.

Verifying and Entering Slip Lines​

In Slip lines, verify the loan target and quantity.

  1. Verify the Product and SKU, Lot, Quantity, Loan quantity, Allocated quantity, and Available loan residual quantity of the added lines.
  2. Enter the Quantity to be returned for each line.
  3. When using Return destination override, enter the Facility and Location.
    When not using it, leave both the Facility and Location blank.

Creating a Loan Return Slip​

  1. Enter a Reason note if necessary.

  2. Configure the checkbox for Finalize immediately.

    • To finalize immediately: Select the checkbox. The loan return slip is confirmed when it is created.
    • To finalize later: Clear the checkbox. The loan return slip is created in DRAFT status.

  3. Click Create Loan Return Slip.

    If the process succeeds, the loan return slip is created.

Important Notes​

If Created in DRAFT Status, It Must Be Confirmed Later​

If the loan return slip remains in DRAFT status, the return operation is not confirmed.

Be sure to perform a Confirm operation later.

When Finalizing Immediately, a Return Quantity Exceeding the Available Loan Residual Quantity Cannot Be Entered​

For return quantities in slip lines, you can enter a return quantity that exceeds the available loan residual quantity only when creating the loan return slip in DRAFT status.

When selecting Finalize immediately, enter the return quantity within the available loan residual quantity so that the allocated inventory quantity does not become insufficient.

Enter Both Facility and Location as a Set for Return Destination Override​

To use Return destination override, enter both Facility and Location.

You cannot create a loan return slip if only one is entered.