Loan (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Common > Workers > Workers. Select a worker. On the Action Pane, click Worker tab > Related information group > Personal information > Loaned equipment.

-or-

Click Human resources > Periodic > Workers > Loaned equipment.

Use this form to indicate that a worker has borrowed or returned company equipment.

Tasks that use this form

Create loan items

Record a returned loan item

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Person

Select the worker who borrowed the equipment. This field only is available if you used the following path to navigate to the form.

Click Human resources > Periodic > Workers > Loaned equipment.

Loan item

Select the company equipment that the worker borrowed. The list of equipment that can be loaned is maintained in the Loan items form.

Loaned

The date when the worker borrowed the equipment.

Planned return

The date when the worker is expected to return the equipment.

If the loaned item has a limit to the number of days that a worker can borrow the item, then the date in this field is calculated using the following formula:

Loaned date + (Number of days specified in Loan items form) = Planned return

The number of days is specified in the Number of days field in the Loan items form.

Actual return

The date when the worker returned the equipment.

See also

About loan items

Loan items (form)

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