Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting -> I. How to view the Loan Report
I. How to view the Loan Report
In order to easily track Loans a report has been developed, this report shows docs and lines with stock movements, if there is no stock movement, no line record in the report.
Go to: Order / Reporting / Loan report
- Select a filter to narrow down the need: Start Date, End Date; Partner; Partner Type; Product ref; Product Main Type and Origin
- Optional: check the “Only unfinished loans” in case you need to see only outstanding loans (Delivered goods which are pending returns / received goods which have pending deliveries).If you leave it as default “unticked” you will see all loans those opened, closed or cancelled in the report.
- Optional: check the “Display BN/ED details” box. This option will add 3 additional columns to the report: 1 for BN, 1 for ED and 1 for the line Status (since partially non sent/received line will be displayed in this case)
- Click on “Excel report”
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