Running the Service Order Outstanding Loaners Report

Use the Service Order Outstanding Loaners Report to generate a list of all open loaner lines. These are loaner items that have been shipped to the customer and are waiting to be received back from the customer. You can also use this report to keep track of where loaner material is located. Follow these steps to run the report:

  1. Open the Service Order Outstanding Loaners Report.
  2. For these fields, select a range of values to include in the report:
    • SRO
    • Line
    • Operation
    • Bill Manager
    • Customer
    • Unit
    • Item
    • Start Date
    • Open Date
    • End Date
    • Due Date
  3. Click Preview to view the report output before printing.
  4. Click Print to run the report and print the output.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing
Handling Advance Exchanges and Loaners