[ENG] Asset Loan

Screen Name

Asset Loan

Open Link

Login – Asset Management – Asset Loan

Summary

The screen manages the entire list of asset loan of the facility

Screen

Fields Description

I. Filter and search asset loan

• Search by keywords: Users enter search information in the search box, supporting search by Request No

• Stauts: Asset Loan requests have the following statuses:

  • Draft: users can edit information or delete the request when the asset loan request is in the draft state

  • Loaned: users confirms the request, and the request status changes to Loaned. When the request is in this state, the assets will be transferred according to the information in the request

  • Returned: users confirms the request, and the request status changes to Returned. When the request is in this state, the assets has been returned to the “Function Location Out”

• From date - to date: the time range of creating the request

• Asset name: select the assets that have been created in the request.

• Create by: select the name of the request creator.

• Approved by: select the name of the approver/receiver.

• Clear all: delete all the previously selected filter conditions.

II. The fields for Asset Loan

• Click on "Display" to tick the fields of information that the user wants to show

  

III. The main functions

• (1) Create an asset loan request: users can transfer one or multiple assets to another area/department/facility

  

  

  • Request No: The system will automatically generate a request code after the user update and save the request.

  • Request date: The date the user creates the request.

  • Created by: The system automatically fills in the information of the user who logs into the system

  • Description: The user enters information related to the assets loan.

  • Attachments: Attach images, excel format, PDF, etc. related to the asset loan.

  • Asset Loan order: Includes all information related to the assets, the functional location out, the functional location in and the cost center of the functional location in. Users need to enter and fill in all fields marked with an asterisk.

  • Import: To upload a file to Loan multiple assets, users can follow these steps:

    • On the asset Loan order screen, select "Import".

      

    • Click "Download Template file" to download the import file template.

    • Fill out all the required fields marked in red on the template file.

    • Click "Select File" to browse for and choose your import file.

    • Click "Import" to import the file into the system.

    

    

  • After filling in all the necessary information, the user selects update to save the request

  • Once the request is saved, the user can select the draft request that needs to be approved from the request list screen. Then, the user can select “Edit” and click on “Confirm Loan”

    

    

    

    When the request status changes to Loaned, user can click on “Confirm Return” the assets has been returned to the “Function Location Out”

    

    

• (2) View details of asset loan order

  

  • Asset Loan: Information on the code and name of the loan asset

  • System quantity: The current quantity of that asset in the system

  • Loan quantity: The quantity loan to the new area

  • Unit: The unit of the loan asset

  • Functional Location Out: The current area of the asset

  • Functional Location In: The area after the asset loan is completed

  • Cost center: The current cost center of the asset

  • New cost center: The cost center after the asset loan

  • New Resource: The recipient after the asset is loan to the receiving area

  • Note: Additional notes if any.

• (3) Edit asset loan request

  • The asset loan request can be edited.

  • The information fields that can be edited are the same as those in the create new loan request section.

• (4) Delete asset loan request

  • The loan request can only be deleted when it is in draft status.

Remarks

N/A