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Edit a Loan Dispatch 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 page explains how to edit and update the slip information and slip lines for an existing draft loan dispatch slip in Inventory Management (New Method).

Purpose​

Use the edit feature to review a loan dispatch slip before confirmation and update the slip information, inventory to lend, and quantity.

This allows you to adjust the inventory and quantities to be transferred to the buyer before confirmation without recreating the loan dispatch slip.

Feature Description​

What is a Loan Dispatch Slip?​

A loan dispatch slip is a loan inventory transfer slip for lending inventory data in Inventory Management (New Method) to a loan destination buyer. It refers to a loan inventory transfer slip whose slip type is Loan dispatch slip.

Assuming that the ownership of the inventory remains with the brand, it is handled separately from delivery (sales).

Inventory that eventually returns to hand is processed using a Loan return slip.

For details on creating a new loan dispatch slip, see Create a Loan Dispatch Slip for Loan Inventory.

Editable Loan Dispatch Slips and Editable Fields​

You can edit a loan dispatch slip with the status DRAFT to update the document date, slip number, note, inventory to lend, and quantity.

The loan dispatch slip remains DRAFT after editing.

Non-editable Fields​

The following fields cannot be edited.

  • Slip type
  • Buyer

Loan Dispatch Slip Statuses​

A loan dispatch slip has the following statuses.

  • DRAFT: The loan dispatch slip is unconfirmed. It can be edited and cancelled.
  • CONFIRMED: The loan dispatch slip is confirmed. It cannot be edited or cancelled.
  • CANCELLED: The loan dispatch slip has been cancelled.

Instructions​

Open the Loan Inventory Transfer Slip Edit Page​

  1. Click the Inventory menu.
  2. Click the Loan inventory tab.
  3. Click Loan dispatch and return slips.
  4. Search
    You can search for loan dispatch slips by filtering by each field.
  5. Click the Detail button for the loan dispatch slip you want to edit.
    The "Loan inventory transfer slips Detail" page opens.
  6. Click the Edit button.
    The "Edit loan inventory transfer slip" page opens.

How to Enter the Form​

Edit the input fields as necessary.

Enter the Slip Header​

Edit the slip information in the Slip header.

  1. Enter the Document date.
  2. Enter the Slip number.
  3. Enter the Note.

Selecting Inventory to Lend​

In Select stock to lend, select the inventory to be added to the slip lines.

  1. Search for the target loan inventory using the filters for Product, SKU, and Inventory conditions.
  2. Select the checkbox for the inventory to lend.
    The selected inventory is added to Slip lines.

Review and Enter Slip Lines​

In Slip lines, verify the loan target and quantity.

  1. Verify the Product and SKU, Lot, Quantity, Source stock, and Allocatable quantity for each slip line.
  2. Enter the Quantity for each line.
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  • To delete a slip line, click Remove for the target item.
  • The Quantity can exceed the allocatable quantity. However, it must be within the allocatable quantity when the loan dispatch slip is confirmed.

Update the Loan Dispatch Slip​

  1. Review the details and click Update Loan Inventory Transfer Slip.

    If the update succeeds, the loan dispatch slip is updated.

Important Notes​

Only Draft Loan Dispatch Slips Can Be Edited​

Loan dispatch slips with the status CONFIRMED or CANCELLED cannot be edited.

If you need to change the contents of a loan dispatch slip, edit it before confirmation.

Inventory Does Not Move Just by Updating the Loan Dispatch Slip​

Updating the loan dispatch slip does not move inventory. The updated loan dispatch slip remains DRAFT.

To move inventory, confirm the loan dispatch slip after updating. For instructions on confirming the slip, see Confirm a Loan Dispatch Slip or Loan Return Slip for Loan Inventory.