Maintaining pool agreement

This page allows you to create, edit or view user defined pool agreement.

Select the “Maintain Pool Agreement” link under the “Stock Maintenance” business component.

The “Maintain Pool Agreement” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" based on the login user ID. In case the format is not defined, the system displays the date format as defined in the organization.

Enter the following in the “Search Criteria” Group box:

Pool Item #	The number identifying the pool item. You can enter the code in full or specify it partially using the “*” character. The system displays all the pool item numbers that are similar to the value entered here.
Status	Use the drop-down list to select the status of the pool agreement. The system lists the options “Active” and “Inactive”. By default, the system displays blank.
Part #	The number identifying the part for which the pool agreements are maintained. (Alphanumeric 40). You can enter the code in full or specify it partially using the “*” character. The system displays all the part numbers that are similar to the value entered here.
Part Description	The description of the part. (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character. The system displays all the parts that have part description similar to the value entered here.
Agreement Type	Use the drop-down list box to select the type of agreement for the part. The system lists the options “Provider” and “Participant”. By default, the system displays blank
Station	Use the drop-down list box to select the station of the part. The system lists all the ‘active’ station names defined under “Common Masters” business component. The system displays blank, by default.
Provider	The airline operator who is releasing the part for rent to the requesting operator. You can enter the operator in full or specify it partially using the “*” character. The system displays all the pool items that have the provider similar to the value entered here.
Participant	The airline operator who is receiving the part for rent from the providing the operator. You can enter the operator in full or specify it partially using the “*” character. The system displays all the pool items that have the participant similar to the value entered here.
From/ To Date	The starting date (Date Format) from which you need to retrieve the pool agreements. The system retrieves all the pool agreements from the date that is similar to the value entered here. Leave this field blank to search the pool agreements, irrespective of the starting date. The ending date (Date Format) till which you need to retrieve the pool agreements. The system retrieves all the pool agreements till the date that is similar to the value entered here. Leave this field blank to search the pool agreements,irrespective of the ending date.
Pool Category	Use the drop-down list box to select the category of the pool. The system lists all the ‘active’ quick codes defined under the quick code type “Pool Category” under ”Stock Maintenance” business component. The system displays blank, by default.

Click the “Search” pushbutton to retrieve the search results.
Enter the following in the “Pool Agreement Details” multiline:

Agreement Type	Use the drop-down list box to select the type of agreement for the part. Mandatory. The system lists the options “Provider” and “Participant”. By default, the system displays blank. If “Provider” is selected, the system ensures that (i) the part number is valid, (ii) the part number has usage set as “For Pool” in the “Part Planning Information” page (iii) the parts Planning Status is “Active” as defined in the “Part Administration” business component and (iv) the “Participant” field is not left blank. If “Participant” is selected, the system ensures that (i) the part number is valid, (ii) the part number has source set as “From Pool” in the “Part Planning Information” page (iii) the parts Planning Status is “Active” as defined in the “Part Administration” business component and (iv) the “Provider” field is not left blank
Pool Category	Use the drop-down list box to select the category of the pool.. The system lists all the ‘active’ quick codes defined under the quick code type “Pool Category” under ”Stock Maintenance” business component. The system displays blank, by default if no values are defined for the Pool Category..
Part #	The unique number identifying the part for which you wish to maintain the pool agreement. Mandatory. The system ensures that the entered Part # is a valid part as defined in the “Part Administration” business component. Help facility available.
Pool Item #	The unique number identifying the pool item. Mandatory.
Quantity	The total quantity of the part agreed for pool. Mandatory. The system ensures that the entered value is greater than zero.
UOM	The unit of measurement of the part. Mandatory. The system ensures that the entered unit of measurement is valid, allows fraction if it is not an integer value and is in “Active” status as defined in the “UOM” business component. Help facility available
Station	Use the drop-down list box to select the unique station of the part. Mandatory. The system lists all the ‘active’ station names defined under “Common Masters” business component. The system displays blank, by default.
Number of Participants	The number of participants entering into the pool agreement. The system ensures that the entered value is a positive integer.
Pool Cost	The system ensures that the entered value is equal to or greater than zero.
Currency	Use the drop-down list box to select the currency for the Pool Cost. The system lists all the ‘active’ status currencies which has a currency conversion defined with the base currency as in the “Organization Setup” business component. The system displays the base currency, by default.
From Date	The starting date of the agreement type from which it is valid. Mandatory.
To Date	The ending date of the agreement type to which it is valid. Mandatory. The system ensures that the entered date is not equal to or earlier than “From Date”.
Provider	The airline operator who is releasing the part for rent to the requesting operator.
Participant	The airline operator who is receiving the part for rent from the providing operator.
Status	Use the drop-down list to select the unique status of the part. The system lists the options “Active” and “Inactive”. By default, the system displays “Active”. The system ensures that this field is set as “Active” if an agreement is created.
Agreement Remarks	Any additional remarks pertaining to the pool agreement document (Alphanumeric, 255).
Comments	Any additional comments pertaining to the pool agreement document (Alphanumeric, 255).
File Name	The name of the file used as document reference for the pool agreement Help facility available.

The system displays the following in the “Pool Agreement Details” multiline:

Part Description	The description of the part. (Alphanumeric, 150).
Created By	The name of the user who created the pool agreement document.
Created Date	The name of the user who created the pool agreement document.
Last Modified By	The name of the user who last modified the pool agreement document.
Last Modified Date	The date on which the pool agreement document was last modified.
Line #	The sequential line number generated by the system for the part listed in the multiline.

Note: The system ensures that the values entered in the “Agreement Type”, “Part #”, “Pool Item #”, “Station”, “Provider”, “Participant”, “From Date”, “To Date” and “Status” fields are unique.

Note: Ensure that at least one record is selected in the multiline.

Select the “View File” link to view the details of the reference document file
Click the“Maintain Pool Agreement” pushbutton to update the pool agreement of the part.