Manage Float Forecast Plan

A summary of the activity

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

The “Manage Float Forecast Plan” activity enables the user to generate Forecast Plan that can be invoked in predefined frequency for float computation.

The “Manage Float Forecast Plan” page appears.

Create Plan

Click the radio button to create the Float Forecast Plan.

Edit Plan

Click the radio button to modify the Float Forecast Plan.

View Plan

Click the radio button to view the Float Forecast Plan.

Float Plan # / Rev #

A unique number identifying the Float Forecast Plan.

 

Use the drop-down list box to specify the revision number of the Float Forecast Plan.

Note: In Edit Plan, Plan # entered should not be in ‘Cancelled’ or ‘Shortclosed’ or ‘Closed’ status.

The system displays the following fields:

Last Processed

The date on which the Float Forecast Plan was last processed.

Next Scheduled

The date on which the Float Forecast Plan is next scheduled.

Float Description

The textual description of the Float Forecast Plan.

Float Type

Use the drop-down list box to specify the type of the Float Forecast Plan. The system lists all the ‘active’ entities of type ‘Float Type’ defined in the “Define Process Entities” activity of the “Common Master” business component.

Planned by

 

User Status

Use the drop-down list box to specify the user status of the Float Forecast Plan. The system lists all the ‘active’ user statuses for the Document type ‘Float Plan’ defined in the “Create User Status” activity of the “Logistics Common Master” business component.

Plan Date

The starting date from which the Float Forecast Plan is effective.

 

The ending date until which the Float Forecast Plan is effective.

Periodicity

Use the drop-down list box to specify the periodicity of the Float Forecast Plan. The system lists the values based on the value set for the parameter ‘Default Periodicity’ defined under the Category ‘Float Plan’ in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component.

Month(s)

Use the drop-down list box to specify the month for the periodicity of the Float Forecast Plan. If Periodicity is selected as “Specific Month”, then the system lists all the months from Jan to Dec.

Category

Use the drop-down list box to specify the category of the Float Forecast Plan. The system lists all the ‘active’ quick codes defined under Category For ‘Float Plan’ in the “Create Common Category” activity of the “Logistics Common Master” business component.

User Defined Details 1

Use the drop-down list box to specify the user defined details of the Float Forecast Plan.

User Defined Details 2

Any user defined details of the Float Forecast Plan.

Cancellation Remarks

The remarks pertaining to the cancellation of the Float Forecast Plan.

Short Close Remarks

The remarks pertaining to the shortclose of the Float Forecast Plan.

Revision Remarks

The remarks pertaining to the revision of the Float Forecast Plan.

Part Classification

Use the drop-down list box to select the classification to which the part belongs. The system lists the options “Controllable”, “None”, “Repairable” and “Rotable”. The system allows the user to select any number of drop-down values.

Part Category

Use the drop-down list box to specify the category of the part. The system lists all the ‘active’ Part Categories defined in the “Create Quick Code” activity of the “Part Administration” business component. The system allows the user to select any number of drop-down values.

ATA #

The number identifying the ATA chapter associated to the part. The system lists all the ‘active’ ATA chapters that have been created in the “Create ATA Chapter” activity of the “Aircraft” business component.

Help facility available.

Part Planning Group

Use the drop-down list box to specify the planning group of the part. The system lists all the ‘active’ group codes with purpose ‘Float Management’ defined in the “Create Part/Service Groups” activity of the “Part Administration” business component. The system allows the user to select any number of drop-down values.

IC Key

The interchangeability key of the part.

Note: Enter the value in this field only when Part Planning Group is selected.

Part Type

Use the drop-down list box to specify the type of the part for which the Float Forecast Plan is defined. The system lists the values “Component”, “Consumable”, “Expendable”, “Kit”, “Miscellaneous”, “Tool” and “Raw Material”. The system allows the user to select any number of drop-down values.

Part Class

Use the drop-down list box to specify the part class. The system lists all the values based on the set option 'Applicable Part Planning Class' under the Category 'Float Plan' defined in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component along with a blank value. The system leaves the field blank, by default.

Essentiality Code

Use the drop-down list box to specify the essentiality code of the part. The system lists the following values along with a blank value. The system leaves the field blank, by default.

§  Go – Indicates

§  Go-If – Indicates

§  No-Go - Indicates

Expense Type

Use the drop-down list box to specify the Expense Type of the part. The system lists the values “Revenue” and “Capital” along with a blank value. The system leaves the field blank, by default.

Include Life Limited Parts

Select the checkbox to include the Life Limited Parts in the Float Forecast Plan.

Include Shelf Life Parts

Select the checkbox to include the Shelf Life Parts in the Float Forecast Plan.

Pool Details

Use the drop-down list box to specify the Pool ID for which the Float Forecast Plan is generated. The system lists all the ‘active’ Pool ID in ‘Approved’ Status defined in the “Maintain Pool Information” activity of the “Pool Management” business component.

Customer #/Group

Use the drop-down list box to specify the “Customer #/Customer Group” for which the Float Forecast Plan is generated. The system displays the “Customer #”, by default.

The system displays the following tree structure on selecting the “Customer #”/”Group”.       

On click of the “Customer Group #” code, the system lists all the ‘active’ customer # under the selected group.

On click of the “Customer #”, the system lists all the valid Contract # of latest Revision applicable for the Customer #.

Aircraft Model/ Group

Use the drop-down list box to specify the Aircraft Model/ Aircraft Group for which the Float Forecast Plan is generated. The system displays the “Aircraft Model”, by default.

The system displays the following tree structure on selecting the “Aircraft Model”/ “Aircraft Group”.         

   On click of the “Aircraft Group”, the system lists all ‘active’ Aircraft Models under the selected group.

On click of the “Aircraft Model”, the system lists all the valid “Aircraft Reg #” of latest Revision applicable for the Aircraft Model.

The status of the document changes to ‘Fresh’ if saved for the first time. If the document is revised, then the status changes to ‘Revised’.

The status of the document changes to ‘Confirmed’ status.

The status of the document changes to ‘Cancelled’ status.

The status of the document changes to ‘Shortclosed’ status.

To proceed, carry out the following

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

Created by

The login user id or name of the person who created the Float Forecast Plan.

Created Date

The date on which the Float Forecast Plan was created.

Last Modified by

The login user id or name of the person who modified the Float Forecast Plan recently.

Last Modified Date

The date on which the Float Forecast Plan was modified recently.

Confirmed By

The login user id or name of the person who confirmed the Float Forecast Plan.

Confirmed Date

The date on which the Float Forecast Plan was confirmed.

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