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Create loan items

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  • 2 minutes to read

Important

The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Applies to these Dynamics 365 apps:
Human Resources

Loan items are records that help you track physical items, such as phones or computers, that your company lends to workers. Each physical item must have a corresponding loan item. Each loan item record should describe what is being loaned, who is responsible for the loan, and the number of days the item can be on loan. You can create multiple loan items, such as keys, access cards, or uniforms, at the same time. The demo data company used to create this procedure is USMF.

Create Loan types

  1. Go to Human resources > Workers > Loan items > Loan types.
  2. Click New.
  3. In the Loan type field, type a value.
  4. In the Description field, type a value.
  5. Enter the number of days that items assigned to this loan type can be overdue.
  6. Click Save.
  7. Close the page.
  8. Refresh the page.

Create Loan items

  1. Go to Human resources > Workers > Loan items > Loan items.
  2. Click Create loan items.
  3. In the Qty. field, enter a number.
  4. In the Description field, type a value.
  5. In the Loan type field, click the drop-down button to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, click the link in the selected row.
  8. Enter the number of days the item can be on loan.
    • The default value for the Planned return field on the Loaned equipment page is calculated as the current date plus this number.
  9. In the Person in charge field, click the drop-down button to open the lookup.
  10. Click Select.
  11. In the Starting value field, enter a number.
  12. In the Interval field, enter a number.
  13. In the Format field, type a value.
    • For example, if the starting number for a loan item is 10, enter two number symbols symbols in the Format field.
  14. Click OK.
  15. Refresh the page.

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