Generating Loan Order Document Report

You can generate the report that contains the details of loan order.

Select the “Generate Loan Order Document Report” link under the “Loan or Rental Order Reports” business component.

The “Generate Loan Order Reports” page appears.

Enter the following in the “Search Criteria” group box to search for loan order. Data entry in the following fields is optional:

From LO #	The starting number in the range of loan order numbers for which the loan order report is required (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
To LO #	The ending number in the range of loan order numbers for which the loan order report is required (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
From Date	The starting date in the range of dates during which the loan order was created (Date Format).
To Date	The ending date in the range of dates during which the loan order was created (Date Format). Ensure that this date is later than or the same as the date entered in the “From Date” field.
Loan Charges On	Use the drop-down list box to select the loan charges calculation method of the loan order. The system lists the values “Parameter Based”, “Calendar Based”, “Both”, “None” and “Blank”. The system retrieves the loan orders with the loan charges calculation method specified here. If you leave this field blank, then the system lists all Loan Order Documents.
Status	Use the drop-down list box to select the loan order status for which the report must be generated. The status of the loan order could be "Draft", "Fresh", "Cancelled", "Returned", "Under Authorization", "Authorized", "Amended", "Received", "Shipped" or "Closed". You can leave this field blank to retrieve the loan order documents irrespective of their status.
Supplier #	The code of the supplier from whom the part is loaned in (Alphanumeric, 16). You can enter the supplier number in full or specify it partially using “*” character.
Location	Use the drop-down list box to specify the location in which the loan order is raised. The system lists all the organization units in which the loan order can be raised.
Part #	The number identifying the part for which the loan order is raised (Alphanumeric, 40).
Part Description	The textual description of the part (Alphanumeric, 150).
Category	Use the drop-down list box to select the category of the loan order. The system lists all the ‘active’ categories defined for the loan order transaction in the “Create Common Category” activity of the “Logistics Common Master” business component. You can leave this field blank to retrieve the loan order documents irrespective of their category.
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 the loan order transaction in the “Create User Status” activity of the “Logistics Common Master” business component. You can leave this field blank to retrieve the loan order documents irrespective of their user status.
Priority	Use the drop-down list box to select the priority of 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. You can leave this field blank to retrieve the loan order documents irrespective of their priority.
Created By	The login ID of the user who created the loan order (Alphanumeric, 30).

Click the “Search” pushbutton to display the search results.

The system displays the following in the “Search Results” multiline:

Loan Order #	The loan order defined in the system.
Loan Order Date	The date on which the loan order is raised.
Loan Charges On	The method by which the loan charges are calculated. The system displays one of the following values: Parameter Based – Indicates that the loan charges are calculated based on the parameter usage values. Calendar Based – Indicates that the loan charges are calculated based on the calendar period. Both – Indicates that the loan charges are calculated based on both parameter and calendar usage. None – Indicates that loan charges calculation is not based on parameter or calendar usage.
Status	The loan order status which could be "Draft", "Fresh", "Cancelled", "Returned", "Under Authorization", "Authorized", "Amended", "Received", "Shipped" or "Closed".
Supplier #	The code of the supplier from whom the part is loaned in.
Location	The location in which the loan order is raised.
Part #	The number identifying the part for which the loan order is raised.
Part Description	The textual description of the part.
Category	The category of the loan order.
User Status	The user status of the loan order.
Priority	The priority of the loan order.
Created By	The login ID of the user who created the loan order.

Check the box in the “Select” column of the multiline to select the loan order for generating the report.

Enter the following field in the “Report Options” group box:

Report Action

Use the drop-down list box to select the report action. The system lists the following options:

Print – Select this option to print the loan order report.
View Report – Select this option to view the loan order report.

Select the “Generate LO Document Report” link to generate the report for the loan order selected in the multiline.