About Issue / Return
The majority of day-to-day work done in ToolHound is the processing check outs (issues) and returns to track inventory loaned out to the responsible party - either personnel or non-stocking locations (entity). Select the the entity and transaction type once then scan or enter all the inventory items for the transaction.
Issue transactions can specify due dates by which the inventory must be returned. These dates are calculated from the Max Days Out on the part number or can be entered manually at the time of the transaction.
Related Reports
Fields on this tab include:
Use Current Date & Time? | Checked by default. Uncheck this option to enter a different Transaction Date and Time than current. |
Stocking Point | This will be selected automatically if only one stocking location is in use, or if only one is within the visibility of the user. If multiple stocking are available, select a stocking location from the drop-down list. |
Entity | Scan, type, or select an entity (personnel or non-stocking location) from the drop-down list. This is the party responsible for the inventory when it leaves the stocking location or the entity returning the inventory. If a picture is associated with a personnel entity, it will be displayed to the left. |
Transaction Type | Select the transaction type indicating the direction of the inventory from the drop-down list. The two most common are
Other transaction types could be available depending on If a Return transaction type is selected, a Return Status is required to indicate the state of the inventory. |
Due Date | For issue transactions, enter an optional date by which the inventory is to be returned. Any inventory not returned by this date is considered late or overdue. Features to manage overdue inventory are the Issued Assets Email, the notification for Transactions Over Due Issues, and the Issues report. The Due Date will not apply to any items where the part numbers have a Max Days Out value. The Max Days Out will take priority and calculate the Due Date for each item based on the transaction date + Max Days Out. |
Reference | Enter a reference for the transaction, if needed. |
Item ID | Scan or enter a barcode or search for the item ID and select it from the list. |
Created User | The user currently logged in. |
Transaction Rate Sheet | Displayed only when the Transaction Rental module is in use. Displays the rate sheet in effect for the entity at the stocking location. Read-only. |
Billing Date Same as Transaction Date/Time? | Checked by default. Uncheck this option to use a Billing Date and Time that are not the same as the date of the transaction. |
Job | Displayed only when the stocking location has the Use Code Coding option enabled. Select a Job from the drop-down list. |
Sub Job | Displayed only when the stocking location has the Use Code Coding option enabled. Select a Sub Job from the drop-down list. |
Cost Code | Displayed only when the stocking location has the Use Code Coding option enabled. Select a Cost Code from those assigned to the selected sub job from the list. The Cost Code can be overridden for any item ID added to the transaction by selecting it in the grid. |
Work Order No | Displayed only when the stocking location has the Charges Issue to Work Order option enabled. Enter or select a Work Order number from the list. |
Notes | Enter any notes about the transaction, if needed. |
Print after saving? | Not selected by default. Check this box to print a transaction receipt when processing is complete. This setting is retained. If it is checked, it will print transaction receipts for all transactions until is is disabled and a transaction is saved. |
Email after saving? | Not selected by default. Check this box to email the transaction receipt to the entity when processing is complete. The entity must have a valid email address saved. This setting is retained. If it is checked, it will email transaction receipts for all transactions until is is disabled and a transaction is saved. |
See also:
- Issuing Inventory
- Returning Inventory
- Issuing and Returning on TH6 Mobile
- Exceptions Returning Bulk or Consumable Inventory
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