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Loan List

The loan list provides a structured overview of active and historical location assignments of loan measuring instruments. Devices, machines or other inventory items are assigned here to customer locations on a temporal and organizational basis.

Loan list with filter row and action menu

Table View

The filter row above the table allows targeted searching for location assignments:

No. Column Description
Customer Filters by the assigned customer
Location Name/Company, Editor Search by location name or responsible person
City Narrowing by geographic location
Department Filtering by organizational unit at the location
Station Filters by sub-area within a location
Old Rental Indicates whether this is a legacy rental
Rental Start-date Narrowing by start date of the location assignment
Loan Time Filters by time of loan start
Current Record Shows whether the record is currently valid (Yes/No)
Inventory Owner Narrowing by owning organization or person

Action Menu

The following functions are available via the action menu at the end of each row:

  • View -- Opens the detail view of the location assignment without editing capability
  • Edit -- Opens the editing mask for modifying location data
  • Delete -- Removes the location entry after confirmation (may be restricted to historical records)

Typical Workflows

The filter row enables targeted searching for customers, departments, time periods or owners. The "Rental Start-date" and "Loan Time" fields allow precise control over the start of the rental period. The "Current Record" field can be used to quickly check whether an entry is currently valid or historical.

Note for Administrators

The combination of rental date and "Current Record" should be consistent -- e.g., only one active entry per inventory item. For complete traceability, historization of location histories is recommended. Before deleting, it should be checked whether other systems reference this location data (e.g., tasks, calibrations).