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Edit 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 edit and update the slip information, return destination, and slip line items for a draft loan return slip in Inventory Management (New Method).

Purpose​

Use the edit function for loan return slips to review a loan return slip before confirmation and update the slip information, return destination, inventory to be returned, and quantity.

By modifying the details before confirmation, you can keep the record of the inventory and quantity to be returned in an appropriate state without recreating the loan return slip.

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.

The return targets are selected from the available loan residual quantity by buyer. They are not usually selected from free inventory.

To create a new loan return slip, see Create a Loan Return Slip for Loan Inventory.

Editable Loan Return Slips and Editable Items​

Editing a loan return slip allows you to update the document date, slip number, note, return destination facility and location, inventory to be returned, and quantity for a loan return slip with a DRAFT status.

Even after editing, the status of the loan return slip remains DRAFT.

Uneditable Items​

The following fields cannot be edited.

  • Slip type
  • Buyer

Loan Return Slip Status​

A loan return slip has the following statuses:

  • DRAFT: The loan return slip is in an unconfirmed state. It can be edited and cancelled.
  • CONFIRMED: The loan return slip is in a confirmed state. It cannot be edited or cancelled.
  • CANCELLED: The loan return slip is in a cancelled state.

Instructions​

Navigating to the Edit Loan Inventory Transfer Slip 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 return slips by filtering each field.
  5. Click the Detail button for the loan return 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.

Select the Return Destination​

In the Return destination, specify the return destination of the inventory.

  1. FACILITY
    Select the return destination facility from the drop-down menu.
  2. LOCATION
    Select the return destination location from the drop-down menu.

Select the Loan Inventory to Return​

In Select loan inventory to return, select the loan inventory to add to the slip line items.

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

Confirm and Enter Slip Lines​

In Slip lines, verify the return targets and quantity.

  1. Verify the Product and SKU, Lot, Quantity, Loan quantity, Allocated quantity, and Available loan residual quantity of the added line items.
  2. Enter the Quantity to return for each line item.
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  • To remove a line item, click the Remove button for the target line item.
  • For Quantity, you can enter a number exceeding the available loan residual quantity. However, it must be within the available loan residual quantity when confirming the loan return slip.

Update the Loan Return Slip​

  1. After reviewing the details, click the Update Loan Inventory Transfer Slip button.

    The loan return slip is updated.

Important Notes​

Only DRAFT Loan Return Slips Can Be Edited​

Only loan return slips with a DRAFT status can be edited. Loan return slips that are CONFIRMED or CANCELLED cannot be edited.

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

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

Updating a loan return slip does not move the inventory. The updated loan return slip remains in DRAFT status.

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