Selecting reference document for creating loan order or rental order issue

This page allows you to select the reference document for creating loan order or rental order issue. Tell me more.

Select the “Create Loan / Rental Issue” link under the “Stock Issue” business component.

The “Select Reference Document” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Search Criteria” group box, to search for the reference document. Data entry in the following fields is optional:

Ref. Document Type

Use the drop-down list box to select the type of the reference document for which the parts must be issued. The system lists the options “Loan Order” and “Rental Order”. Leave the field blank to retrieve the reference documents irrespective of the reference document type.

Note: By default the system displays the “Trading Partner” based on the reference document type selected.

Requesting Location

Use the drop-down list box to select the organizational unit that requested the issue of the parts. The system lists all the organizational units in which the reference documents are generated. The system displays the login organization unit as the requesting location.

The system displays the following based on the reference document type selected:

Trading Partner

The trading partner, who could be the customer or the supplier.

Customer – if the reference document type is “Rental Order”
Supplier – if the reference document type is “Loan Order”

Enter the following fields:

Trading Partner #	The number identifying the trading partner, who could be the customer or the supplier, based on the reference document type selected. (Alphanumeric, 18). Customer – if the reference document type is “Rental Order” Supplier – if the reference document type is “Loan Order"
Reference Document #	The number identifying the reference document against which the parts must be issued (Alphanumeric, 18). You can enter the reference document number in full or specify it partially using the “*” character. The system retrieves all the reference documents with numbers that are similar to the number entered here. Leave the field blank to retrieve the reference document irrespective of the reference document number.
Warehouse #	Use the drop-down list box to select the warehouse from which the parts must be issued. The system lists all the active warehouses as defined in the “Storage Administration” business component for the transaction type “Loan Order” or “Rental Order”. Leave the field blank to retrieve the reference document irrespective of the warehouse.
From Date	The starting date in the range of dates during which the reference document, was created (Date Format). Leave the field blank to retrieve the reference document irrespective of the date.
To Date	The ending date in the range of dates during which the reference document was created (Date Format). Leave the field blank to retrieve the reference document irrespective of the date.
Part #	The number identifying the part that must be issued (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all part numbers that are similar to the number entered here. Leave the field blank to retrieve the reference document irrespective of the part. Smart search enabled.
Part Type	Use the drop-down list box to select the type of the part for which the issue document must be created. The system displays the options "Component", "Expendables", "Kit", "Consumables", "Tools", "Raw Materials" and "Miscellaneous". The system leaves the field blank by default.

Click the “Search” pushbutton, to display the search results:
Enter the following fields:

Issue Warehouse #

The number identifying the warehouse from where the part is to be issued. Mandatory. The system lists the unique “Active” warehouses for which the “Loan Order Issue” or “Rental Order Issue” transaction is set as “Yes” in the “Storage Administration” business component.

The system retrieves the issue warehouse from the Reference Document. Otherwise, the system leaves the field blank.

The system displays the following details in the “Search Results” multiline:

Ref Document #	The number identifying the reference document.
Ref.Document Type	The type of the reference document, which could be “Rental Order” or “Loan Order”.
Requesting Location	The organizational unit that requested the issue of the parts.
Trading Partner #	The number identifying the trading partner, which could refer to the supplier or the customer.
Trading Partner Name	The name of the trading partner, which could be the customer or the supplier.
Trading Partner	The type of trading partner, which could be customer (for rental order) or supplier (for loan order).
User Status	The user defined status of the reference document.
Priority	The priority assigned to the reference document.

Click the hyperlinked reference document number in the multiline, to create the issue.
Check the box in the “Select” column of the multiline, to create the issue.
Select the “Create Issue” link at the bottom of the page, to create the issue document.

Selecting reference document for creating loan order or rental order issue – An overview

This page allows you to select the reference document, which could be the rental order or loan order, for issuing parts. You can carry out a search based on the reference document type, number, requesting location, trading partner, the warehouse that would issue the parts, the reference document date range, the number and the type of the part that must be issued.

Based on the search criteria, details such as the reference document number, type, requesting location, warehouse number, trading partner number, name, user status and priority of the reference document are displayed in the multiline.