Inventory Lease

The Inventory Lease page lets you lease stock to a customer or employee while keeping that stock under your control in Inventory Pro. Use it for temporary placements, rentals, or internal loans that must later be returned.

Quick Start

The page title is Inventory Lease. Page access is gated by permission 96. The separate lease slip popup uses permission 163.

Creating and Managing Leases

Creating a New Lease

1. Open Inventory -> Management -> Leasing.
2. Leave Type set to Create Lease.
3. Select the source Warehouse.
4. In Lease To, choose either Customer or Employee.
5. Select the recipient.
6. Adjust Date if needed.

The action buttons stay disabled until a recipient is selected.

Adding Line Items

Add items to the grid one line at a time. The create grid includes these validated columns:

If Location is left blank, the page uses FIFO stock selection. The live help describes FIFO order as ship date, commit status, then date in.

Processing Options

When you click Lease, the page confirms with: Are you sure you want to Lease these items?

After a successful lease, the page shows a link to the lease slip popup.

Return Processing

1. Change Type to Return Lease.
2. Select a lease from the Leases dropdown. Entries use the format Reference : Recipient.
3. The page loads the lease lines into the return grid.
4. Review or update Return Location and Units for each line.
5. Click Return [reference] to process the return.

The return grid includes these columns:

The return confirmation text is Are you sure you want to Return these items?

In live validation, lease loading worked and showed the load notice, but the final return button flow did not complete end-to-end because the work grid did not populate as expected. The source-confirmed UI still shows that return processing is designed to continue to the same lease slip follow-up used by lease creation.

BOM Integration

When Admin Option 182 is enabled, the create screen shows an Assembly lookup and Load BOM button.

1. Select an assembly.
2. Click Load BOM.
3. If the grid already contains lines, the page warns that the current lease will be reset.
4. The page loads all BOM components into the lease grid.

There is no user-facing BOM quantity input on this page. The old documentation step telling users to enter BOM units was incorrect.

Loaded BOM rows also receive a default Return Date, and the page uses BOM component units and yield to calculate the inserted lease quantities.

For creating and maintaining BOM structures, see Bill of Materials.

Advanced Features

Lease Recipients

Leasing supports both customer-facing and internal workflows:

• Customer leasing for external recipients
• Employee leasing for internal recipients

For broader customer master data, see Customers.

Lease Slip and Follow-Up

After a lease is posted, the page provides a lease slip link. The slip opens in a popup and includes:

• adjustment number and lease date
• leased-from and leased-to address blocks
• item detail rows
• leased, returned, and issued totals

The slip page includes Print Page and Return controls.

Validation Rules and Limits

Related Topics

• Bill of Materials - BOM setup and component structures used by Load BOM
• Customers - Customer records used as lease recipients
• Issuing - Permanent stock issues instead of temporary leasing