Editing rental order

This page allows you to modify rental order.

Select the “Edit Rental Order” link in the “Select Rental Order” page. Alternatively, click the hyperlinked rental order number in the multiline of the same page.

The “Edit Rental Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. 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.

The system displays the following field in the “Rental Order Details” group box:

Rental Order #	The number identifying the rental order for which you wish to edit the details.
Status	The status of the rental order, which could be “Draft”, “Fresh” or “Returned”.

Modify the following field, if required:

Customer #

The code of the customer for whom the rental order was created (Alphanumeric, 18).

Help facility available.

Rental Order Date

The date on which the rental order was raised (Date Format). Mandatory. The rental order date should be later than or equal to the current server date.

Rental Order Type

The type of the rental order, which can be “Exchange” or “Regular”. Mandatory. The system displays the saved value or else displays “Regular” by default.

The system displays the following fields:

Part #	The part against which the rental order was created.
Part Description	The textual description of the part.

Modify the following fields, if required:

Priority	Use the drop-down list box to modify the priority of the rental order. The system lists all the ‘active’ priority codes defined in the “Maintain Priority Codes” activity of the “Logistics Common Master” business component.
Aircraft Reg #	The registration number of the aircraft, incase of “AOG” priority (Alphanumeric, 30).
User Status	Use the drop-down list box to modify the user status of the rental order. The system lists all the ‘active’ user status codes defined for rental order document in the “Create User Status” activity of the “Logistics Common Master” business component.
Category	Use the drop-down list box to modify the category of the rental order. The system lists all the ‘active’ categories defined in the “Create Common Category” activity of the “Logistics Common Master” business component.
Order Currency	Use the drop-down list box to modify the currency in which the rental order values are to be represented. The system lists all the currencies created in the “Maintain Currency Information” activity of the “Enterprise Setup” business component along with the base currency identified for the company. Data selection in this field is mandatory.

The system displays the following fields in the “Customer Information” group box:

Customer Name

The name of the customer to which the part is to be rented.

Edit Rent For Information

Enter the following fields in the “Rent For Information” group box :

Rent For

Use the drop-down list box to indicate whether the rental order is created for the login organization or on behalf of a customer. The drop-down list box lists the following options for the category ‘Rental Order’ in “Purchase Option Settings” activity of the “Logistics Common Master” business component.

‘Self’, if “Rent parts on behalf of Customer” is set as “Not Allowed”.
‘Self’ and ‘Customer’, if the “Rent parts on behalf of Customer” is set as “Allowed”.

Trading Partner #

The Customer # of the group company for which the rental order is created in the login organization.

The system displays the following fields:

Trading Partner Name	The Customer name of the group company for which the rental order is created in the login organization.
Rental Inv. Org.	The company code of the group company on whose behalf the rental order is created in the login organization.

Edit customer details

Enter the following fields in the “Customer Information” group box to modify the details:

Contact Person	The name of the contact person (Alphanumeric, 80).
Phone	The phone number of the contact person (Alphanumeric, 18).
Fax	The fax number of the contact person (Alphanumeric, 40).
E-Mail	The e-mail ID of the contact person (Alphanumeric, 60).
Address	The address of the contact person (Alphanumeric, 40).

The system displays the following fields in the “Part Information” group box:

Manufacturer Part #	The manufacturer part number.
Manufacturer Name	The name of the manufacturer.
Component #	The number identifying the component.
Condition	The condition of the component, which could be “New”, “Overhauled” or “Serviceable”.
Serial #	The serial number of the part.
Lot #	The number identifying the lot to which the part belongs.
Part Control Type	The type of part control, which could be “Serial number-controlled” or “Lot number-controlled” or “Serial & Lot Controlled” or “None”.
Part Type	The type to which the part belongs.
Location	The organizational unit in which the part is stocked.
Warehouse #	The warehouse in which the part is stocked.

Note: If the “Part Type” is “Component”, the system ensures that the “Ownership” is set as “Owned” and “Possession Status” is blank in the “Aircraft” business component.

Enter the following field:

Order Quantity

The number of parts that are to be rented (Decimal). Mandatory.

You must enter “1” in this field for serial controlled or lot controlled part.

Note: The system ensures that the “Ordered Quantity” for the Part is less than or equal to the Available Quantity in the location and warehouse

The system displays the following field:

Stock UOM

The unit of measurement in which the part is stocked.

Enter the following field:

Alternate Part #

The number identifying the alternate part (Alphanumeric, 40). The system ensures that the part number entered is valid and active, as defined in the “Part Administration” business component.

Help facility available.

The system displays the following field:

Part Description

A textual description of the part.

Modify the following fields in the “Reference Details” group box, if needed:

Agreement #	The number identifying the lease agreement against which the rental order was created (Alphanumeric, 40).
Offer #	The number identifying the offer against which the rental order was created (Alphanumeric, 40).
Ref. Document #	The number identifying the reference document against which the rental order was created (Alphanumeric, 40).

Edit lease information

Enter the following fields in the “Lease Information” group box:

Lease Charges On

Use the drop-down list box to specify the method by which the lease charges are calculated. The system lists the following options:

Parameter – Select this option to calculate lease charges based on the parameter usage values.
Calendar Period – Select this option to calculate lease charges based on the calendar period.
Both – Select this option to calculate lease charges based on both parameter and calendar period.
None – Select this option to indicate that lease charges calculation is not based on parameter or calendar period.

Select “Calendar Period” or “None” for part types other than “Component”.

Data selection is Mandatory.

From Date

The date from which the lease becomes effective (Date Format). Mandatory. This date should be later than or equal to the rental order date.

Calendar Lease Period

The lease period in terms of days, weeks, months or years (Integer). Mandatory, if you have selected “Calendar Period” or “Both” in the “Lease Charges On” field.

Select the unit of measurement for the calendar lease period, which could be “Days”, “Weeks”, “Months” or “Years”, from the drop-down list box provided alongside.

The system displays the following field:

Lead Parameter

The lead parameter of the component as defined in the “Aircraft” business component. The system displays this field if the part type is “Component”.

Enter the following fields:

Parameter Lease Period

The lease period in terms of lead parameters such as FC, FH etc (Integer). Mandatory, if you have selected “Parameter” or “Both” in the “Lease Charges On” field.

Penalty Applicable

Use the drop-down list box and set the field to “Yes”, to indicate that penalty is applicable for the rental order. Select “No” otherwise.

You must select “No” if you have set the “Lease Charges On” field to “None”. Data selection in this field is mandatory.

TCD Applicable

Use the drop-down list box and set the field to “Yes”, to indicate that taxes and charges are applicable for the rental order. Select “No” otherwise.

Data selection in this field is mandatory.

Enter the following fields in the “Charges Policy Details” group box:

Administrative Charges Policy

Use the drop-down list box to select the policy by which the administrative charges are calculated for the rental order. The system lists the options “Flat” and “Percent”.

Calendar Based Lease Charges Policy

Use the drop-down list box to select the policy by which the calendar based lease charges are calculated for the rental order. The system lists the options “Flat” and “Percent”.

Data selection is mandatory when the “Lease Charges On” field is set to “Calendar Period” or “Both”.

Calendar Based Lease Charges Basis

Use the drop-down list box to select the basis by which the calendar based lease charges are calculated for the rental order. The system lists the following options “Cumulative” and “Period”.

Data selection is mandatory when the “Lease Charges On” field is set to “Calendar Period” or “Both”.

Edit lease charges policy and basis for a ‘Component’

Parameter Based Lease Charges Policy

Use the drop-down list box to select the policy by which the parameter based lease charges are calculated for the rental order. The system lists the options “Flat” and “Percent”.

Data selection is mandatory when the “Lease Charges On” field is set to “Parameter” or “Both”.

Parameter Based Lease Charges Basis

Use the drop-down list box to select the basis by which the parameter based lease charges are calculated for the rental order. The system lists the options “Cumulative” and “Period”.

Data selection is mandatory when the “Lease Charges On” field is set to “Parameter” or “Both”.

Enter the following fields in the “Order Value Details” group box:

Base Price

The base price of the part (Decimal). Mandatory. This value must be positive. Enter this field only when you have set the “Base Price For Rental Order” option as “Enterable” in the “Set Options” activity.

The system displays the standard cost, standard sales price or part price list by default, according to the option specified in the “Set Options” activity. You can modify this field only when “Allow Editable Base Price” option is set to “Yes” in the “Set Options” activity.

Markup Factor

The markup factor that is used to arrive at the rental price (Decimal). If you have specified the default markup factor in the “Set Options” activity, the system displays it by default.

You can modify this field only when the “Allow Editable Mark Up Factor” option is set to “Yes” in the “Set Options” activity.

The system displays the following field:

Rental Price

The rental price calculated using the following formula:

Rental Price = Base Price * Markup Factor

Edit administrative charges

Enter the following:

Administrative Charges Percent

The percentage of the rental price to be calculated as administrative charges (Decimal). Mandatory, when the “Administrative Charges Policy” field is set as “Percent”.

If you have entered the above field, the system calculates the administrative charges using the following formula:

Administrative Charges = Rental Price * (Administrative Charges Percent / 100)

Administrative Charges

The amount that is included as administrative charges in the order value, when the administrative charges policy is “Flat” (Decimal). Mandatory, when the “Administrative Charges Policy” field is set to “Flat”.

The system displays the following:

Lease Charges	The lease charges applicable for the rental order. The total lease charges calculated for ‘calendar period’, ‘parameter’ or ‘both’ is displayed here.
Rental Charges	The rental charges applicable for the rental order. This is the summation of ‘Administrative Charges’ and Lease Charges’.
TCD Value	The TCD value applicable for the rental order.

Enter the additional charges:

Additional Charges

Any other additional charges applicable for the rental order (Decimal). The value entered must be positive.

The system displays the following:

Total Rental Value	The total rental value of the rental order. This value is calculated using the formula “Rental Charges + TCD Value”.
Exchange Rate	The exchange rate applicable for the order currency and the company’s base currency.
Base Currency	The base currency of the company.

Edit calendar based lease charges

Enter the following fields in the “Calendar based Lease Charges” multiline:

From Period

The starting period (day / week / month / year) from which the lease is effective (Integer)

You must enter “1” in the first line of the multiline.

To Period

The ending period (day / week / month / year) till which the lease is effective (Integer)

You must specify the value entered in “Calendar Lease period” field in the line of the multiline.

The value entered here must be greater than or equal to the value entered in “From Period”. The value entered here in all rows except the last row must be lesser than the “Calendar Lease Period”.

Note: For instance, if you have specified the calendar lease period as ‘20’ days, you can divide the period such as ‘1’ to ‘5’, ‘6 to 10’ etc and define lease charges. Example.

The system displays the following field:

UOM

The unit of measurement of the calendar period

Enter the following fields:

Flat Rate / UOM	The flat rate applicable for a day/week/month/year (Decimal). This number must be positive. You must enter this field if the calendar based lease charges policy is ‘Flat’.
Percent of Rental Price / UOM	The percentage of rental price applicable for a day/week/month/year (Decimal). This value should be positive and less than 100. You must enter this field if the calendar based lease charges policy is ‘Percent’.

The system displays the following field:

Lease Charges

The lease charges applicable for the period.

Enter the following field in the multiline:

Remarks

Any remark pertaining to the lease charges defined for the period (Alphanumeric, 255).

Edit parameter based lease charges

Enter the following fields in the “Parameter based Lease Charges” multiline:

From Value

The starting value in the range of parameter values from which the lease is effective (Date Format).

You must enter “1” in the first line of the multiline.

To Value

The ending value in the range of parameter values to which the lease is effective (Date Format).

You must specify the value entered in “Parameter Lease period” field in the line of the multiline.

The value entered here must be greater than or equal to the value entered in “From Value”. The value entered here in all rows except the last row must be lesser than the “Parameter Lease Period”.

The system displays the following field:

UOM

The unit of measurement of the lead parameter.

Enter the following fields:

Flat Rate / UOM	The flat rate applicable per UOM (Decimal). This number must be positive You must enter this field if the parameter based lease charges policy is ‘Flat’.
Percent of Rental Price / UOM	The percent of rental price applicable per UOM (Decimal). This value should be positive and less than 100. You must enter this field if the parameter based lease charges policy is ‘Percent’.

The system displays the following field:

Lease Charges

The lease charges applicable for the parameter value range.

Enter the following field in the multiline:

Remarks

Any remark pertaining to the lease charges defined for the parameter values (Alphanumeric, 255).

Refer the section “Lease Charges and Rental Charges Calculation” for a suitable illustration

Enter the following fields in the “User Defined Details” group box:

User Defined Detail – 1	Any user defined detail pertaining to the rental order (Alphanumeric, 25).
User Defined Option - 1	Use the drop-down list box to select the user defined option. The system lists all ‘active’ user defined option values entered for the rental order transaction in the “Logistics Common Master” business component.
Ref. Document	The reference document against which the rental order was created.
Remarks	Any remark or comment pertaining to the rental order (Alphanumeric, 255).

Enter the following field in the “Attachments” group box:

File Name

The file name of the document that you wish to attach to the rental order (Alphanumeric, 18).

Click the “Edit Rental Order” pushbutton to edit rental order details.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The system checks the following:

Minimum Stock Rule Check: The system ensures the minimum stock rule if the corresponding options is set to “Yes” in “Set Options” activity.

If the planning type of the part is “Re-Order Level”, then the Available quantity – Order quantity is not less than or equal to Reorder level quantity mentioned in “Part Administration” or “Storage Administration” business component.
If the planning type of the part is “Min / Max”, then the Available quantity – Order quantity is not less than or equal to minimum quantity mentioned for the part in the “Part Administration” or “Storage Administration” business component.

The system performs the following on updation:

Creates rental order with the information entered in the respective fields
Administrative charges calculation: If you have specified flat amount as administrative charges the system considers the same. Otherwise, the administrative charges are calculated from the administrative charges percent entered, using the formula below:

Administrative Charges = Rental Price * (Administrative Charges Percent / 100)

Calendar based lease charges calculation: The calendar based lease charges are calculated by taking either flat rate or percent of rental price for each line item in the multiline. For each line item the difference between the (‘To Period’ and ‘From Period’+1) is multiplied with the flat or percent of rental price to arrive at the lease charges. If the calendar based lease charges basis is “Period”, the system adds all the lease charges calculated for each line item and displays the total lease charges. If the calendar based lease charges is “Cumulative”, the ‘To Period’ of each line item is multiplied with the flat rate or the percentage of rental price to arrive at the lease charges. The total lease charges will be the lease charges mentioned for the last line item.
Parameter based lease charges calculation: The parameter based lease charges are calculated by taking either flat rate or percent of rental price for each line item in the multiline. For each line item the difference between the (‘To Value’ and ‘From Value’ + 1) is multiplied with the flat or percent of rental price to arrive at the lease charges. If the parameter based lease charges basis is “Period”, the system adds all the lease charges calculated for each line item and displays the total lease charges. If the calendar based lease charges is “Cumulative”, the ‘To Value’ of each line item is multiplied with the flat rate or the percentage of rental price to arrive at the lease charges. The total lease charges will be the lease charges mentioned for the last line item.
Updates terms and conditions details entered for the rental order, in the “Edit Terms & Conditions” page.
Changes status from “Draft” to “Fresh” when the mandatory informtion that are applicable for rental order is entered in respective pages.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the rental order
Created Date	The date on which the rental order is created
Last Modified By	The login ID of the user who last modified the rental order
Last Modified Date	The date on which the rental order is last modified

To proceed carry out the following:

Select the “Edit Terms & Conditions” link at the bottom of the page to specify terms and conditions for the rental order.
Select the “Edit TCD Details” link at the bottom of the page to enter taxes, charges and discount details for the rental order. Ensure that the “TCD Applicable” field is selected as “yes”, before selecting this link.
Select the “Edit Penalty Charges” link at the bottom of the page to specify penalty charges details for rental order. Ensure that “Penalty Applicable” field is selected as “yes”, before selecting this link.
Select the “Authorize Rental Order” link at the bottom of the page to authorize the rental order details.
Select the “View Consumption & Range Parameters” page to view the consumption and range parameters information for the part.
Select the “Upload Documents” link at the bottom of the page to facilitate upload of documents against the Rental Order.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the uploaded documents against the Rental Order.

Refer to "View Consumption & Range Parameters - An overview" under "Aircraft" Business component.

Select the “Generate Rental Order Report” link at the bottom of the page to generate the Rental Order report.

What you can do in this page

Edit customer details

Edit lease information

Edit lease charges policy and basis

Edit administrative charges

Edit calendar based lease charges

Edit parameter based lease charges

Editing rental order - An overview

You can edit the following details of the rental order in this page:

Priority, user status, category, order currency and order quantity
Customer contact person information including address details
Reference document details
Lease information such as calendar lease period, parameter lease period, penalty applicable and TCD applicable
Administrative charges, calendar based charges and parameter based charges policy details
Base price, markup factor and administrative charges details
Period wise breakup of calendar based lease charges information
Range wise breakup of parameter based lease charges information
User defined and document attachment details