Borrow Requests

The Borrow Request can be accessed via the Inventory > Borrow Requests page of the Inventory module

How to create borrow request

• Click New Borrow Request

• Input datas the borrow request form

• Number : Running sequence number automatically generated by system
• Date : Date for borrow request
• Taken By : Select the employee
• Project : Select the product (Incase using the service module)
• Borrow For : The reason for borrow
• Due Date : Date for return the item
• Product : Select product item
• Requested Qty : Product Quantity
• UoM : Unit of Measure of product
• Note : Input text for note
• Click save button after completion

• After that click Approve to next step

• The Borrow Request state will change to Approved

How to goods issue item to employee

• Go to Borrow Request page, Inventory > Other > Borrow Requests
• Find your order on the list and then click on your borrow request to open its form (Status must be Approved)

• Goods Issue Item to employee by clicking Option >  Copy To Goods Issue

• Goods Issue will created automatically, Please check details after that click Save and Confirm 

• Goods Issue state will change to Planned, Then Click Approve to next step

• Goods Issue state will change to Approved , If the Goods Issues was finished you can finalize it by clicking on Validate button.

• The popup window will appear and you can edit the actual quantity to order in the column Qty. Click on Validate to confirm the Goods Issue.

• When go back to the borrow request order, The quantity of goods issue to employee will appear in the Issued Qty column

How to receive item from employee

• Go to Borrow Request page, Inventory > Other > Borrow Requests
• Find your order on the list and then click on your borrow request to open its form

• To receive item from employee by clicking Options >  Copy To Goods Receipt

• Goods Receipt will created automatically, Please check details after that click Save and Confirm 

• Goods Receipt state will change to Planned, Then Click Approve to next step

• Goods Receipt state will change to Approved , If the Goods Issues was finished you can finalize it by clicking on Validate button.

• The popup window will appear and you can edit the actual quantity to order in the column Qty. Click on Validate to confirm the Goods Receipt.

• When go back to the borrow request order, The quantity of goods receipt from employee will appear in the Returned Qty column

• If Requested Qty = Issued Qty = Returned Qty, The Borrow Request state will change to Completed automatically