Set up loan in use items (Drink-IT Foundation)

Event Management for Drink-IT  •  Article  •  7/6/2023  • 

In Aptean Beverage Foundation Management, you are able to identify items as Loan in Use Items. Loan in Use Items are items that you lend out to customers, or lend from vendors. Examples of such items are (mobile) draft installations, fridges, furniture, etc. In the beverage industry, it is common that these items are included in the shipments to events.

  1. Select the Search icon , enter Items, and then choose the related link.
  2. Open the card of the item you want to specify as a loan in use item.
  3. On the Item Card page, on the Drink-IT Foundation FastTab, select the Loan in Use Item* fields for Sales and Purchase as necessary. Hover over the fields to read the tool tip.

When an item is setup as a *loan in use item:

  • This is registered in sales and purchase document lines and in item ledger entries in the Loan in Use Item* field. You can make the field visible by personalization.
  • You can see the loan in use balances on the customer card and vendor card in the Loan In Use Balance FactBox.