Manage Float Plan and Run

The “Manage Float Plan and Run” activity enables the user to inquire the status of Float Plans / Runs generated and to force close the required documents.

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

The “Manage Float Plan and Run” page appears.

Enter the following fields in the header section:

Document Type	Use the drop-down list box to specify the type of the document that is to be retrieved. The system lists the values “Float Plan” and “Float Run”. The system displays the value “Float Plan”, by default.
Document #	Use the drop-down list box to specify the document #. The system lists the following values based on the document type selected: If the Document Type is selected as ‘Float Plan’, the system lists the Elastic Search with Float Plan # and Status. If the Document Type is selected as ‘Float Run’, the system lists the Elastic Search with Float Run # and Status. Note: The system displays the Watermark ‘Float Plan #’, ‘Float Run #’ in this field.
Document Status	Use the drop-down list box to specify the status of the document selected. If the Document Type is selected as Float Plan, the system lists the values “Fresh”, “Confirmed”, “Cancelled”, “Shortclosed” and “Force Closed”. If the Document Type is selected as Float Run, the system lists the values “Fresh”, “Confirmed”, “Under Processing”, “Partially Processed”, “Processed”, “Error”, “Partially Authorized”, “Authorized”, “Cancelled”, “Shortclosed” and “Force Closed”.
Document Description	The description of the document selected.

Enter the following fields in the “Advanced Search” group box:

Search On	The pool/customer/Aircraft Attributes of the document. Note: The system displays the Watermark ‘Pool’, ‘Customer’, ‘Aircraft Attributes’ in this field.
Search By	Use the drop-down list box to specify the option based on which the document details is to be retrieved in the multiline. The system lists the options “Part Type”, “Part Classification”, “Part Planning Group”, “Part Class”, “Part Category”, “Essentiality Code” and “Expense Type” along with a blank value.
	In the drop-down field alongside, the system lists the values based on the option selected in the first drop-down list box: If the first drop-down field is selected as ‘Part Type’ the system lists the values “Component”, “Expendable”, “Consumable”, “Raw Material”, “Tool”, “Kit” and “Miscellaneous”. If the first drop-down field is selected as ‘Part Classification’ the system lists the values “Rotable”, “Repairable”, “Controllable”, “None” along with a blank value. The system leaves the field blank, by default. If the first drop-down field is selected as ‘Part Planning Group’ the system lists all the ‘active’ groups created under purpose ‘Inventory Planning’ in the "Create Part Groups" activity along with a blank value. The system leaves the field blank, by default. If the first drop-down field is selected as ‘Part Class’ the system lists the values “ABC”, “FSN”, “VED”, “None” along with a blank value. The system leaves the field blank, by default. If the first drop-down field is selected as ‘Part Category’ the system lists all the ‘active’ Part Categories created in the “Create Quick Code” activity of “Part Administration” business component along with a blank value. The system leaves the field blank, by default. If the first drop-down field is selected as ‘Essentiality Code’ the system lists the values “Go”, “No-Go”, “Go-If” along with a blank value. The system leaves the field blank, by default. If the first drop-down field is selected as ‘Expense Type’ the system lists the values “Revenue”, “Capital” along with a blank value. The system leaves the field blank, by default.
Category	Use the drop-down list box to specify the category of the document. The system lists the values based on the document type selected. If the document type is selected as ‘Float Plan’, the system lists all the ‘active’ Entities under the Entity Type 'Category' in the “Set Float Management Parameters” activity with set option 'Applicable for Float Plan' is set as 'Yes'. The system leaves the field blank, by default. If the document type is selected as ‘Float Run’, the system lists all the ‘active’ Entities under the Entity Type 'Category' in the “Set Float Management Parameters” activity with set option 'Applicable for Float Run' is set as 'Yes'. The system leaves the field blank, by default.
Float Type	Use the drop-down list box to specify the float type of the document. The system lists all the ‘active’ entities defined under the Entity Type ‘Float Type' in the “Set Float Management Parameters” activity. The system leaves the field blank, by default.
Confirmed Date	The starting date in the range of dates from which the Float Plan/Run is confirmed.
	The ending date in the range of dates upto which the Float Plan/Run is confirmed.
Scheduled Date	The starting date in the range of dates from which Run is next scheduled for the float plan.
	The ending date in the range of dates upto which Run is next scheduled for the float plan.
Process Period	Use the drop-down list box to specify the process period during which the Run is last processed for the float plan. The system lists the values Last One Year, Last One Month, Last One Week along with a blank value. The system leaves the field blank, by default.
Planned By	Use the drop-down list box to specify the Employee ID and Employee Name. The system lists all the Employee ID and Employee Name in smart search.
User Status	Use the drop-down list box to specify the user status of the document. The system lists the values based on the document type selected: If the document Type is selected as ‘Float Plan’, 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' is set as 'Yes' along with a blank value. The system leaves the field blank, by default. If the document Type is selected as ‘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 Run' is set as 'Yes' along with a blank value. The system leaves the field blank, by default.

Click the “Search” pushbutton to retrieve the search results in the multiline.

Enter the following fields in the “Search Results” multiline:

Document Type	The type of the document which could be “Float Plan” or “Float Run”.
Document #	The number identifying the document. On click of the hyperlinked Document #, “Manage Float Forecast Plan” screen will be launched if the Document Type is ‘Float Plan’, “Manage Float Run” screen will be launched if the Document Type is ‘Float Run’.
Document Description	The description of the document. Note: This field is visible only for the Document Type ‘Float Plan’.
Document Status	The status of the document which could be “Fresh”, “Cancelled”, “Shortclosed” or “Force Closed”.
Float Type	The float type of the document.
Category	The category of the document.
User Status	The user status of the document.
Planned By	The employee name and ID who created the document.
Last Processed Date	The date on which the Run is last processed based on periodicity. Note: This field will be blank for the Document Type ‘Float Run’.
Next Scheduled Date	The date on which the Run is next Scheduled based on periodicity. Note: This field will be blank for the Document Type ‘Float Run’.
Confirmed Date	The date on which the document is confirmed.

Enter the following field:

Remarks

Any remarks to be entered when the Document is Force Closed.

The system displays the following fields in the multiline:

Force Closed By	The Login User Name who force closes the document.
Force Closed Date	The Date in which the document is force closed.

Click the “Force Close” pushbutton to force close the document

The status of the document changes to ‘Force-closed’.

To proceed, carry out the following

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

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