Managing float run

Select the “Manage Float Run” activity in the “Float Management” business component.

The “Manage Float Run” page appears.

Select one of the following radio buttons:

Create Run	Click the radio button to create the Float Run.
Edit Run	Click the radio button to modify the Float Run. The system selects this radio button, by default.
View Run	Click the radio button to view the Float Run.

Enter the following fields:

Float Run #

A unique number identifying the Float Run. The system displays the watermark “Run #, Plan #, Float Type, Category”.

The smart search is available with ‘Run #’, ‘Plan #’, ‘Float Type’ and ‘Category’.

Click the “Go” pushbutton to retrieve the details of the Float Run #.

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

The system displays the following fields:

Document Status

The status of the Float Run which could be one of the following:

Fresh – If the Run # details is saved.
Confirmed – If the saved Run # is confirmed.
Cancelled – If the saved Run # is cancelled.
Shortclosed – If the confirmed Run # is shortclosed.
Under Processing - If Line Status is under processing for any one of the line #.
Partially Processed – If Line Status is completed for any one line # but not for all lines.
Processed – If Line Status is Processed for all lines.
Error - Processing Status is error for all lines.

Doc. Actioning Status

The actioning status of the Float Run which could be one of the following:

Initiated – If any one line # in the run has actioning status as initiated.
Under Processing - If any one line # in the run has actioning status as under processing.
Partially Processed - If any one line # in the run has actioning status as completed.
Processed - If none of the actioning status of lines are under processing/error and atleast one line is completed.
Error - Line actioning status is error for all lines.

The system displays the following field:

Ref. Float Plan #/Rev. #

The number identifying the reference float plan document. The revision number of the Float Plan.

Enter the following fields:

Float Type	Use the drop-down list box to specify the float type. The system lists all the ‘active’ entities defined under the Entity Type ' Float Type' in the “Set Float Management Parameters” screen along with a blank value. The system leaves the field blank, by default.
Plan Run Date	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.
User Status	Use the drop-down list box to specify the user status of the Float Run. The system lists all the ‘active’ entities defined under the Entity Type 'User Status' in the “Set Float Management Parameters” activity with Set Option 'Applicable for Float Plan/Run' is set as 'Yes' along with a blank value. The system leaves the field blank, by default.

The system displays the following field:

Processed Date & Time

The date and time on which the Float Run was last processed.

Enter the following fields in the “Additional Details” group box:

Planned by	Use the drop-down list box to specify the user defined details of the Float Forecast Plan.
Category	Use the drop-down list box to specify the category of the Float Run. The system lists all the ‘active’ entities defined under the Entity Type 'Category' in the “Set Float Management Parameters” activity with set option 'Applicable for Float Plan/Run' is set as 'Yes' along with a blank value. The system leaves the field blank, by default.

Enter the following fields in the “Additional Details” group box:

User Defined Details 1	Use the drop-down list box to specify the user defined details of the Float Run. The system lists all the ‘active’ User Options defined under User Options for ‘Float Plan’ in the “Maintain User Options” activity of “Logistics Common Master” business component.
User Defined Details 2	Any user defined details of the Float Run.
Cancellation Remarks	The remarks pertaining to the cancellation of the Float Run.
Short Close Remarks	The remarks pertaining to the shortclose of the Float Run.

Select the “Analysis Level” tab to analysis criteria referencing to Part Attributes, Pool, Customer attributes, aircraft attributes, etc.

Select the “Review & Action” tab to review the Float Run and to perform necessary action.

To proceed, carry out the following

Select the “Upload Documents” link at the bottom of the page to upload the documents for Float Run.

Select the “View Associated Documents” link at the bottom of the page to view the associated documents for Float Run.

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 Run.
Created Date	The date on which the Float Forecast Run was created.
Last Modified by	The login user id or name of the person who modified the Float Forecast Run recently.
Last Modified Date	The date on which the Float Forecast Run was modified recently.
Confirmed By	The login user id or name of the person who confirmed the Float Forecast Run.
Confirmed Date	The date on which the Float Forecast Run was confirmed.

Analysis Level Float Run

The “Analysis Level” tab enables the user to generate Float Run referencing to Part Attributes, Pool, Customer attributes, aircraft attributes, etc. Additional filters like Open Demand, manual addition of parts are also provided.

Select the “Analysis Level” tab in the “Manage Float Run” screen.

Enter the following fields in the “Part Details” group box:

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 part group. 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 all the values defined under the Entity 'Float Type' in “Set Float Parameters” screen based on the set option 'Applicable Part Types'. 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 under the Category 'Float Type' defined in the “Set Float Parameters” screen based on the set option 'Applicable Part Planning Class'. The system allows the user to select any number of drop-down values.
Essentiality Code	Use the drop-down list box to specify the essentiality code of the part. The system lists the values “Go”, “Go-If” and “No-Go”. The system allows the user to select any number of drop-down values.
Expense Type	Use the drop-down list box to specify the Expense Type of the part. The system lists the values “Revenue” and “Capital”. The system allows the user to select any number of drop-down values.
Include Life Limited Parts	Select the checkbox to include the Life Limited Parts in the Float Run.
Include Shelf Life Parts	Select the checkbox to include the Shelf Life Parts in the Float Run.

Click the “Associate Parts” hyperlink to associate parts to the float Run. On click of the hyperlink “Associate Parts” pop-up appears.

Enter the following fields in the “Analysis For” group box:

Pool Details	Use the drop-down list box to specify the Pool ID for which the Float Run 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 Run is generated. The system displays the “Customer #”, by default.

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

If “Customer Group” is selected, the system displays 3 level tree grid with customer Group #, Customer # and Contract #. The system lists all the ‘active’ Customer Groups defined in the “Create Customer Group” activity of “Customer” Component.
If “Customer #” is selected, the system displays 2 level tree grid with Customer # and Contract.

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 Run is generated. The system displays the “Aircraft Model”, by default.

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

If “Aircraft Group” is selected, the system displays 3 level tree grid with Aircraft Group #, Aircraft Model and Aircraft Reg #. The system lists all the ‘active’ Aircraft Groups defined in the “Create Aircraft Group” activity of “Aircraft” Component.
If “Aircraft Model” is selected, the system displays 2 level tree grid with Aircraft Model and Aircraft Reg #.

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.

Click the “Save” pushbutton to create the Float Run.

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’.

Click the “Confirm” pushbutton to confirm the Float Run.

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

Click the “Cancel” pushbutton to cancel the Float Run.

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

Click the “ShortClose” pushbutton to shortclose the Float Run.

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

Reviewing and Actioning Float Run

The “Review & Action” tab enables the user review the Float Run and to perform necessary action. This tab is visible only when document status is in Partially Processed/Processed/ Error.

Select the “Review &Action” tab in the “Manage Float Run” screen.

The system displays the following tiles in the “List View”:

All Parts	Displays the total quantity of stock.
Surplus Stock	Displays the count of stock for which the Current Quantity > Forecasted Float Quantity.
Deficit Stock	Displays the count of stock for which the Current Quantity < Forecasted Float Quantity.
Sufficient Stock	Displays the count of stock for which the Current Quantity = Forecasted Float Quantity.

Enter the following fields in the “Search View”:

Search On	Use the drop-down list box to specify the option based on which the Run details is to be retrieved. The system lists the values “Part #”, “Part Class”, “Part Group”, “Part Type”, “Essentiality Code” and “Pool #”. The system displays the value “Part #”, by default.
	In the editable field alongside, enter the value based on the option selected in the previous drop-down list box.
	Use the drop-down list box to specify the option based on which the Run details is to be retrieved. The system lists the values “Aircraft Model #”, “Aircraft Group” and “Aircraft Reg. #”. The system displays the value “Aircraft Model #”, by default.
	In the editable field alongside, enter the value based on the option selected in the previous drop-down list box.
	Use the drop-down list box to specify the option based on which the Run details is to be retrieved. The system lists the values “Customer #” and “Customer Group”. The system displays the value “Customer #”, by default.

Click the “Go” pushbutton to retrieve the results based on the specified search criteria.

The system displays the following fields:

Part Planning Group	The planning group of the part.
Part #	The number identifying the part.
IC Key	The interchangeability key of the part.
Forecasted Float Qty.	The forecasted float quantity computed for the part #.
Current Float Qty.
Float Qty.
WH Serv. Qty
WH Unserv. Qty
Due In
Due Out
Under Receipt (Serv.)
Under Receipt (Unserv.)
Quarantined Qty.
Spares Due In
Pending Return
In Transit
In Repair
In Shop Due
PO/Release Slip
Loan In
Loan Out
Pend. Core Cost Exchange
PO Exchange Out
Scrap Qty. Pend. Repl.

Enter the following fields:

Action	Use the drop-down list box to specify the action to be performed for the part #. The system lists the values “Create Purchase Request”, “Create Material Request” and “Notify through Collaborator”.
Warehouse
Processed Qty.

The system displays the following fields:

Processed Doc.

The number identifying the Purchase Request/Material Request.

Enter the following fields:

Remarks

Any remarks pertaining to the Float forecast Run.

The system displays the following fields:

Error

The error message pertaining to the line #.

Eg: In case of Scrap rate, if the default scrap values are not available for the Part # during the Float computation, then the Scrap formula cannot be used to compute the Float. In such case the error message will be "Scrap Rate cannot be computed".

Line Status

The status of the Line # which could be one of the following values:

§ Fresh – When the Run # details is saved.

§ Confirmed - When the saved Run # is confirmed.

§ Cancelled – When the saved Run # is cancelled.

§ Short Closed – When the confirmed Run # is shortclosed.

§ Under Processing – When Scheduler is in-progress for float computation.

§ Processed – When the Float Computation is completed for the line #.

§ Error – When the Float computation is unable to get completed for the line #.

§ Authorized – When the result is confirmed for the line.

Line Actioning status

The actioning status of the line # which could be one of the following values:

§ Initiated - Document Generation process is required for the line # as identified on results confirmation.

§ Under Processing - Document generation process has been initiated for the line #.

§ Processed - Document generation process is completed for the line #.

§ Error - The actioning requirement has not got completed for the line # due to any reason.

Click the “Update Results” pushbutton to update the float run results.

Click the “Confirm Results” pushbutton to confirm the float run results.