On the Lease Orders screen you can get information about your Leased orders. You can also filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a button that allows you to make a new SoR Order, Dispatch Order or Leasing document.
There’s also a blue magnifier button that’s used to show and hide the Filter section.
When the Filter (2) section is shown, on the left side you will find three buttons – Lease Orders, Lines of lease orders and Items.They change the way you see the results below in the Result (3) section.
- If Lease Orders is selected, your result section shows a row for each leased order.
- If Lines of lease orders is selected, your result section shows a row for each particular item that is part of the Lease Order. If three different items were leased within the same order, you will see three different rows in the result section for that same lease order.
- If Items is selected, your result section shows a row for each item that has been leased and shows the aggregated quantity of its leases.
The
rest of the buttons within the Filter section allow you to filter
based on something specific like Date
Range, Type,
Status,
From
Type, To Type.
Most of them are drop down menus where you can select your filters.
The different options are described in the table below.
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the time the lease order was made |
| Type | Shows the type of the document – Leasing |
| Status | Allows you to choose the status of the lease order – Confirmed, Active, Cancelled.if the status is set to Confirmed, the lines will be in green color. If the status is set to Active,the lines will be in black color. If the status is set to Cancelled, the lines will be in gray color. |
| From Type | Allows you to choose the warehouse from which the lease order was made |
| To Type | Allows you to choose to what type the lease order was made. The option would be Contract |
After
choosing
the filters you want,
you can use the grey magnifier button –
,
to apply your filters and get your results. Based on your Filter (2)
selections, the Result (3) section will be visualized differently.
When the Result filter is set to Lease
Orders,
the Result (3) section will show you the Lease Orders that happened
based on your filter criteria. By default, the system will only show
you the most used columns:
| Column | Meaning |
| Type | Shows the type of the document – Leasing |
| Document Number | Shows the number of the lease order document |
| Date | Shows the date on which the lease order was made |
| From | Shows who made the lease order |
| To | Shows whom the lease order was made for |
| Quantity | Shows the quantity of the leased items |
| Remaining quantity | Shows the remaining quantity of the items |
Plus a few additional buttons:
| Button | Mouse over text | Meaning |
 | Lines | Shows you the lines within the leased orders (item ID, name, quantity, completed) |
 | More info | Opens more info – the Lease Order record |
If
you want to add more information about your Lease Order documents,
there are check boxes that allow you to add more columns to the list
of results:
| Column | Meaning |
| Description | Shows the description of the Lease Order document (if any) |
| Comment | Shows additional comments (if any) |
| Linked Transactions | Shows the linked transactions (if any) |
| Weight | Shows the weight of the items in the Lease Order document |
| Volume | Shows the volume of the items in the Lease Order document |
When
the Result filter is set to Lines
of lease orders,
the Result (3) section will show you the lines of the Lease Orders
that happened based on your filter criteria, one leased item on each
row. By default, the system will only show you the most used
columns:
| Column | Meaning |
| Type | Shows the type of the document – Leasing |
| Document Number | Shows the document number for each particular lease order |
| Date | Allows you to see the date on which the lease order was made |
| From | Shows who made the lease order |
| To | Shows whom the lease order was made for |
| ID | Shows the ID of each particular leased item |
| Name | Shows the name of each particular leased item |
| Brand | Shows the brand of each particular leased item |
| Batch | Shows the description of each leased item (if any) |
| UM | Shows the unit of measurement selected for each particular leased item |
| Quantity | Shows the quantity of each particular leased item |
| Remaining Quantity | Shows the remaining quantities of the items |
Plus a few extra buttons:
| Button | Mouse over text | Meaning |
 | Record Item | Shows the item record |
| | More info | Opens more info – the leased order record for each particular item |
If
you want to add more information about your Lease Order documents,
there are check boxes that allow you to add more columns to the list
of results:
| Column | Meaning |
| Description | Shows the description of each particular item in the Lease Order document (if any) |
| Comment | Shows additional comments for each particular item (if any) |
| Linked Transactions | Shows the linked transactions for each particular item (if any) |
| Weight | Shows the weight of each particular item in the Lease Order document |
| Volume | Shows the volume of each particular item in the Lease Order document |
When the Result filter is set to Items, the Result (3) section will show you a row for each leased item with aggregated information about its leases. The system will show you these columns:
| Column | Meaning |
| ID | ID of the leased item |
| Name | Name of the leased item |
| Brand | Brand of the leased item |
| UM | The unit of measurement of the leased item |
| Quantity | The quantity of the leased items |
You also have an additional button Record Item, that shows you information about every particular item requested.
With this view there are no additional columns that can be shown/hidden with check boxes.