Returned Incoming Loans

After an incoming loan has been returned, it is still important to retain a record of the returned loan. These records are created by returning an Incoming Loan record, which creates an Returned Incoming Loan record.

 

The Returned Incoming Loans section is found by clicking "Returned Loans" under Accessions on the Main Navigation Bar. For more information about working with Query screens, see Collections Query Screens. For more information about Incoming Loan records, see Incoming Loans.

 

Create Returned Incoming Loan records

For the steps on returning an Incoming Loan record, see Return an Incoming Loan Record.

Print Incoming Loan Return Receipt

After you have returned an incoming loan, an Incoming Loan Return Receipt document may be printed for each contact to confirm the return of the items. The template for this document may be set up first to speed up the process, see Accessions and Loans Documents.

 

  1. Click "Edit" in the Edit Bar at the top of the Incoming Loan screen
  2. Click "Documents" in the Donors Grid for the lender for whom you are printing the document

  3. Choose "Incoming Loan Return Receipt" from the drop-down list
  4. Customize the document on the letter screen as needed
  5. Use the "Email", "Save as PDF" or "Print" options to produce the document in the desired format
  6. Close the pop-up window
  7. Click "Save" in the Edit Bar at the top of the screen

Reactive a Returned Incoming Loan Record

If an incoming loan was returned by mistake, you can reactivate it back to the current Incoming Loans section. Catalog records associated with the Returned Incoming Loan will be moved back to the catalogs and can be accessible from the Catalog Records Accordion of the Incoming Loan record.

 

  1. Click "Reactivate Loan" at the top right of the Returned Incoming Loan screen
  2. Click "Yes" to confirm
  3. The loan record will appear on the screen as an Incoming Loan Record, and the Return Date field will be cleared