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Loan/Lease

 

 

The Loan/Lease tab provides an overview of loan or lease agreements related to a specific Fixed Assets, Small Tools or Fixed Assets in Acquisition. This tab is intended for informational and reference purposes only, allowing users to quickly view associated contractual details without making changes directly from the asset register. Creation and management of loan or lease contracts is performed in the dedicated Credits and Leases module. Each entry in the Loan/Lease tab reflects a summary of that linkage, helping provide full traceability of an asset’s financial or legal obligations.

The Loan/Lease tab can be accessed in the Fixed Assets, Small Tools and Register-Fixed Assets in Acquisition registers.

 

 

The Loan/Lease tab consists of the following functional units:

Document No.

(Document Number)
A unique identifier assigned to each loan or lease document. This number helps track and reference the agreement linked to the asset. It is typically generated automatically when the contract is created in the Credits and Leases module. Double-clicking the field opens the linked document.
Subject

The individual or organization (Subject) involved in the loan or lease agreement. This is either the entity from whom the asset is leased or to whom it is loaned.

Double-clicking this field opens the Subjects register.
Amount The total financial value of the loan or lease agreement as defined in the associated contract. The value is sourced from the Received Credits form, Total Credit field.

 



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