Set Up a Loaner Program

Sometimes you must provide a customer a loaner item for use when your customer service team makes a repair. In Business Central, you can set up a loaner program, loan items to your customers, and track receipts when customers return the items. Additionally, you can add comments about loaners in one of two ways:

  • Enter a note or comment about the loaner itself.
  • Enter a note on a service item about the need for a loaner.

To set up a loaner

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Loaners, and then choose the related link.
  2. Create a new loaner card.
  3. In the No. field, enter a number for the loaner. Alternatively, if you have set up number series for loaners on the Service Mgt. Setup page, you can press the Enter key to enter the next available loaner number.
  4. Fill in the Description, Description 2, and Serial No. fields.
  5. In the Unit of Measure Code field, choose the relevant unit of measure.

See Also

Lend and Receive Loaners
Setting Up Service Management
Delivering Service