Amending loan order details

This page allows you to amend the loan order details. Tell me more

Select the “Amend Loan Order” link in the “Select Loan Order” page. Alternatively, click the hyperlinked loan order number in the multiline of the same page.

The “Amend Loan 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 “Loan Order Details” group box:

Loan Order #	The number identifying the loan order for which you wish to amend the details
Amendment #	The number identifying the amendment of the loan order. This amendment number is incremented whenever an authorized loan order is amended.
Loan Order Date	The date on which the loan order was raised
Status	The status of the loan order, which could be "Authorized", "Amended", "Returned", "Under Amendment", "Received" or "Shipped"

Enter the following field:

LO Amendment Date

The date on which the loan order was amended (Date Format). Mandatory. This date must be earlier than or the same as the current server date and later than or the same as the loan order date.

The system displays the following fields:

Part #	The part against which the loan order was raised
Part Description	The textual description of the part
Supplier #	The code of the supplier from whom the part is to be loaned in
Order Currency	The currency in which the loan order charges are represented

Modify the following fields, if required:

Loan Order Type	Use the drop-down list box to select the type of loan order to be created. This drop-down will display the following: Regular Exchange Purchase By default, this drop-down list box will display the value already selected and saved if available. Otherwise, it displays “Regular”. “Purchase” will be displayed in the drop-down list box, only if a receipt exists for the loan order. Mandatory
Stock Status	Use the drop-down list box to select the stock status to which the loaned part is to be converted. If the loan order type is ‘Exchange’ or ‘Purchase’ and 'Loan For' is selected as 'Self' the system lists all stock statuses with ownership attribute ‘Internal’, defined in the UDSS component that are in ‘Active’ status. If the Loan Order Type is ‘Exchange’ or ‘Purchase’ and Loan For is selected as ‘Customer’, the system lists all the stock statuses with ownership attribute ‘Customer’, defined in the UDSS component that are in ‘Active’ status By default, it displays the value already selected and saved if available. Otherwise, “Blank” is displayed.
Purchase Cost	The cost on which the loaned part is to be purchased, after the loaned part has been received through a loan order.
User Status	Use the drop-down list box to select the user status of the loan order. The system lists all the ‘active’ user status codes defined for loan order transaction in the “Create User Status” activity of the “Logistics Common Master” business component.
Category	Use the drop-down list box to specify the category of the loan order. The system lists all the ‘active’ categories defined for loan order transaction in the “Create Common Category” activity of the “Logistics Common Master” business component.
Priority	Use the drop-down list box to select the priority to be assigned to the loan 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) Help Facility Available.
Reason For Loan	The reason for loaning the part (Alphanumeric, 2000)

Note: If the ‘Loan Order Type’ is ‘Regular’, the system does not store the value selected for “Internal Stock Status”.

If the ‘Loan order Type’ is ‘Purchase’ and the purchase cost is entered, the system validates that the purchase cost is zero or greater than zero.

The system ensures the following, if the Loan Order is in “Closed” status:

The Loan Order is amended, if the Amendment of Closed Loan Order is set as “Allowed” in the “Set Purchase Option” activity of “Logistics Common Master” business component.
The Loan Order Type is not set as “Purchase”.
The Loan Order is not invoiced, if the Loan Order Type is “Regular” or “Exchange”.

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

Loan For	The loan Order created for the login Organization or for the Customer.
Trading Partner #	The customer # of the company for which the loan order is created in the login organization.
Trading Partner Name	The Customer name of the company for which the loan order is created in the organization unit. However, this field displays no value, if the loan order is associated with the login organization.
LO Inv. Org.	The Organization Unit mapped to the group company on behalf of which the loan order is created in the login organization. However, the login organization code appears, if the loan order is associated with the login organization. In the drop-down list box provided adjacent to the ‘PO & Inv. Org.’ field, specify the finance book for which the procurement happens. The system lists all the ‘active’ finance books defined in the “Create Finance Book” activity of the “Organization Setup” business component along with a blank value. The system leaves the field blank, by default.

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

Supplier Name

The name of the supplier from whom the part is to be loaned in

Modify the following field, if needed:

Address ID

The Address ID of the contact person.

Help facility available.

The system displays the following fields:

Contact Person	The name of the contact person
Phone #	The phone number of the contact person
Fax #	The fax number of the contact person
Email	The email ID of the contact person
Address	The address of the contact person

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

Manufacturer Part #	The manufacturer part number
Manufacturer Name	The name of the manufacturer

Modify the following field, if needed:

Quantity

The number of parts that are to be loaned in (Decimal)

If the part number is serial or lot number-controlled, the system takes the order quantity value as “1” irrespective of the value entered above.

The system displays the following field:

Stock UOM	The unit of measurement in which the part is stocked
Received Qty.	The number of parts received into the warehouse
Lead Parameter	The lead parameter of the component as defined in the “Aircraft” business component

Enter the following fields to modify the details:

Condition

Use the drop-down list box to select the condition of the part, which can be “New” “Overhauled” and “Serviceable”. Mandatory for a part of type “Component”.

Certificate Type

Use the drop-down list box to select the type of certificate applicable to the part. The system lists the entire certificate types defined for the parts in “Create Certificate Type” activity of the “Logistics Common Master” business component.

Ship To

Use the drop-down list box to select the organizational unit at which the loaned part must be received. The system lists all the organizational units of the “Loan / Rental Receipt” business component, for which the ”Part Source” is set as “Loan” in the Part Administration Business Component

Selection in this field is mandatory.

Note: You must not modify this field if parts have already been received.

Warehouse #

Use the drop-down list box to select the warehouse at which the loaned part must be received. The system lists all the warehouses associated with the organizational unit selected in the “Ship To” field. Only warehouses that are capable of stocking the part type of loaned part are displayed.

Selection in this field is mandatory.

Note: You must not modify this field if parts have already been received.

The system displays the following field:

Part Type

The type to which the loaned part belongs.

Enter the following fields in the “Return Shipment Details” group box:

Issue Location

Use the drop-down list box to select the issue location. The system lists the organization units of the “Stock Issue” business component. Data selection in this field is mandatory.

Note: If the values entered in the “Issue Location” field and the “Ship To” field are different, then it is mandatory to enter a value in the “Issue Warehouse #” field.

Issue Warehouse #

Use the drop-down list box to specify the issue warehouse number. The system lists all the active warehouses associated with the organizational unit selected in the “Issue Location” field. And,, mapped to the part type of the part number in the loan order, as defined in the “Storage Administration” business component. The system leaves the field blank by default.

Note: You cannot modify the “Issue Location” and “Issue Warehouse #” for the loan orders for which Issue document is created already.

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

Loan Agreement #	The number identifying the loan agreement against which the loan order was raised (Alphanumeric, 40)
Supplier Offer #	The number identifying the supplier offer against which the loan order was raised (Alphanumeric, 40)
Ref. Document #	The number identifying the reference document against which the loan order was raised (Alphanumeric, 40).

Amend loan information

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

Loan Charges On	Use the drop-down list box to specify the method by which the loan charges are calculated. The system lists the following options: Parameter Usage – Select this option to calculate loan charges based on the parameter usage values. Calendar Usage – Select this option to calculate loan charges based on the calendar period. Both – Select this option to calculate loan charges based on both parameter and calendar usage. None – Select this option to indicate that loan charges calculation is not based on parameter or calendar usage. Select “Calendar Usage” or “None” for part types other than “Component”. Selection in this field is Mandatory.
Penalty Applicable	Use the drop-down list box and set the field as “Yes”, to indicate that penalty is applicable to the loan order. Select “No” otherwise. You must select “No” if you have set the “Loan Charges On” field as “None”. Selection in this field is Mandatory.
TCD Applicable	Use the drop-down list box and set the field as “Yes”, to indicate that taxes and charges are applicable to the loan order. Select “No” otherwise. Data selection in this field is mandatory.
Date Reqd.	The date on which the part is required (Date Format). Mandatory. This date should be later than or the same as the Loan Order date.

Note: You must not modify this field if parts have already been received.

Loan Period

The loan period in terms of days, weeks or months (Integer). Mandatory, if you have selected “Calendar Usage” or “Both” in the “Loan Charges On” field.

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

Expected Usage

The expected usage of the component in terms of parameters (Decimal). Mandatory, if you have selected “Parameter Usage” or “Both” in the “Loan Charges On” field.

This value must be a positive integer.

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 loan order. The system lists the options “Flat” and “Percent”. The system leaves the field blank by default.

Amend calendar-based lease charges policy and basis

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 loan order. The system lists the options “Flat” and “Percent”.

Data selection is mandatory when the “Loan Charges On” field is set as “Calendar Usage” 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 loan order. The system lists the following options “Cumulative” and “Period”.

Data selection is mandatory when the “Loan Charges On” field is set as “Calendar Usage” or “Both”.

Amend parameter-based lease charges policy and basis

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 loan order. The system lists the options “Flat” and “Percent”.

Data selection is mandatory when the “Loan Charges On” field is set as “Parameter Usage” 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 loan order. The system lists the options “Cumulative” and “Period”.

Data selection is mandatory when the “Loan Charges On” field is set as “Parameter Usage” or “Both”.

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

Part Base Cost

The base cost of the part (Decimal). Mandatory. This value must be positive, if the “Administrative Charges Policy”, “Calendar Based Leased Charges Policy” or “Parameter Based Leased Charges Policy” is set as “Percent”. .

Amend administrative charges

Enter the following:

Administrative Charges In %

The percentage of the Part Base Cost involved in loaning of the part (Decimal). Data entry is mandatory, when the “Administrative Charges Policy” is set as “Percent”.

Note:The percentage of the Part Base Cost involved in loaning of the part (Decimal). Data entry is mandatory, when the “Administrative Charges Policy” is set as “Percent”.

Administrative Charges = Administrative Charges Percent * Part Base Cost /100

Administrative Charges

The amount that is included as administrative charges in the loan order value, when the administrative charges policy is “Flat” (Decimal). Data entry is mandatory, when the “Administrative Charges Policy” is set as “Flat”.

Basic Loan Charges

The basic loan charges applicable to the loan order (Decimal)

You must enter this field only when the “Loan Charges On” field is set as ”None” and “Loan Charges” option is set as “Enterable” in the “Set Options” activity.

The system displays the following:

Total Loan Charges

The total loan charges applicable to the loan order. This is the sum of ”Basic Loan Charges” and ”Administrative Charges”.

Enter the following field:

Additional Charges

Any additional charge pertaining to the loan order (Decimal)

The system displays the following:

Order Value

The order value of the loan order. This is the sum of ”Total Loan Charges” and ”Additional Charges”.

This value is displayed in the base currency of the company.

Exchange Rate

The exchange rate applicable to the order currency and the company’s base currency

Base Currency Value

The order value displayed in the base currency of the company

Select the Calendar-based Lease Charges tab page to enter calendar lease chargers
Select the Parameter-based Lease Charges tab page to enter parameter based lease chargers

Amend parameter-based lease charges

Enter the following fields in the “Parameter-based Lease Charges” multiline to modify the details:

From Parameter 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 Parameter Value

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

You must specify the value entered in the “Expected Usage” field in the last line of the multiline.

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

The system displays the following field:

UOM

The unit of measurement of the lead parameter

Enter the following fields:

Rate Per UOM	The rate applicable per UOM (Decimal). This number must be greater than or equal to zero. You must enter this field if the parameter-based lease charges policy is ”Flat”.
Charges Per Unit As % of Part Base Cost	The percentage of part base cost applicable per UOM (Decimal). This value should be greater than or equal to zero. You must enter this field if the parameter-based lease charges policy is ”Percent”.

The system displays the following field:

Charge For Range

The loan charges applicable to 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)

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

Employee #	The code identifying the employee who raised the loan order (Alphanumeric, 20). The system displays the employee code of the login user by default. Help Facility Available.
Employee Name	The name of the employee who raised the loan order (Alphanumeric, 77). The system displays the name of the login user by default.
LO Detail 1	Any detail pertaining to the loan order (Alphanumeric, 30)
Ref. Document	The reference document against which the loan order was raised.
LO Option 1	Use the drop-down list box to select the loan order option. The system lists all the ‘active’ option values entered for the loan order transaction in the “Logistics Common Master” business component.
Comments	Any remark or comment pertaining to the loan order (Alphanumeric, 255)

Enter the following field in the “Document Attachment Details” group box:

File Name

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

Help facility available

Select the “View File” link provided along side to view the details of the reference document file
Click the “Amend Loan Order” pushbutton to amend the loan order details.

Status Change Details

The system sets the status of the loan order to “Under Amendment” if data entry is not complete. Data entry can be partial if you have not entered penalty details or TCD details for the loan order, when they are made applicable. Otherwise, the system sets the status as “Amended” and increments the amendment number by 1. The status of the previously amended document will be changed to “Revised”.
The system increases the amendment number by 1 if the document status has changed from “Authorized”, “Received”, “Shipped”, to “Amended” or “Under Amendment”.
The system ensures that the Operational Status of the supplier is not set as “Hold Loan Order” in the “Add Location Details” activity of “Supplier” business component
Click the “Confirm Amendment” pushbutton to confirm the loan order amendment.

The system sets the status of the document as “Fresh”.

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

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

To proceed carry out the following:

Select the “Edit Terms and Conditions” link at the bottom of the page to edit the terms and conditions for the loan order.
Select the “Edit Penalty Charges” link at the bottom of the page to edit penalty charges details for loan order. Ensure that the “Penalty Applicable” field is selected as “Yes”, before selecting this link.
Select the “Edit TCD” link at the bottom of the page to edit tax, charge and discount details for the loan order. Ensure that the “TCD Applicable” field is selected as “Yes”, before selecting this link.
Select the “Authorize Loan Order” link at the bottom of the page to authorize the loan order.
Select the "Attach Clause” link to attach clause to the loan order.
Select the “Upload Documents” link at the bottom of the page to facilitate upload of documents against the loan Order.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the uploaded documents against the loan Order.

Amending loan order details - An overview

This page allows you to amend the loan order details. You can amend the details of an "Authorized", "Amended", "Returned", "Under Amendment", "Received" or "Shipped" loan order. You can amend loan order details, loaned part details, reference document details, loan information, charges policy details, order value details, calendar-based lease charges and parameter-based lease charges for the loan order.

For status change, refer to Status Change Details.

You can also confirm the amendment of the loan order in this page. On confirmation of the amendment, the loan order attains the “Fresh” status.

What you can do in this page

Amend loan information

Amend calendar-based lease charges policy

Amend parameter-based lease charges policy and basis

Amend administrative charges

Amend calendar-based lease charges

Amend parameter-based lease charges