Editing loan order details
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This page enables you to edit loan order details. Tell me more
Select the “Edit Loan Order” link in the “Select Loan Order” page. Alternatively, click the hyperlinked loan order number in the multiline of the same page.
The “Edit 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 edit the details |
Status |
The status of the loan order, which could be “Draft”, “Fresh” or “Returned” |
Modify the following field, if required:
Loan Order Date
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The date on which the loan order was raised (Date Format). Mandatory. The loan order date should be earlier than or the same as the current server date. |
Loan Order Type |
Use the drop-down list box to select the type of loan order to be created. It will display the following
By default, this drop-down displays the value already selected and saved if available. Otherwise, it displays “Regular”. Mandatory |
Stock Status |
Use the drop-down list box to select the stock status to which the loaned part is to be converted.
By default, the value already selected and saved is displayed if available. Otherwise, “Blank” is displayed. |
Note: If the ‘Loan Order Type’ is ‘Regular’, then the system does not stores the value selected for internal stock status
The system displays the following fields:
Part # |
The part against which the loan order was raised |
Part Description |
The textual description of the part |
Modify the following fields, if required:
Supplier # |
The code of the supplier from whom the part is to be loaned (Alphanumeric, 16). Mandatory. The supplier code must have already been defined in the “Register Supplier” activity of the “Supplier” business component and should be in the “Active” status. Also the supplier specified must be of type “Normal”. Help facility available |
Order Currency |
Use the drop-down list box to select the currency in which the loan order charges are to be represented. The system lists all the currencies created in the “Maintain Currency Information” activity of the “Enterprise Setup” business component along with the base currency identified for the company. Data selection in this field is mandatory. |
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) |
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 |
Edit Loan for details
Enter the following fields in the “Loan for Information” group box :
Loan For |
Use the drop-down list box to indicate whether the loan order must be created for the login organization or for the customer. The drop-down list box will display the following options for the category “Loan Order” in “Purchase Option Settings” activity under “Logistics Common Master” business component.
The system displays the value provided during creation of loan order by default. |
Trading Partner # |
The customer # of the company for which the loan order must be created in the login organization. Help facility available. |
The system displays the following fields:
Trading Partner Name |
The Customer name of the company for which the loan order must be 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 must be 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. |
Enter the following fields in the “Loaner Information” group box to modify the details:
Contact Person |
The name of the contact person (Alphanumeric, 80) Help facility available |
Address ID |
The Address ID of the contact person. Mandatory. |
The system displays the following fields:
Phone # |
The phone number of the contact person |
Fax # |
The fax number of the contact person |
The e-mail ID of the contact person |
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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 |
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” or "Serviceable". Mandatory for a part of type “Component”. |
Certificate Type |
Use the drop-down list box to select the type of certificate applicable for the part. The system lists the entire certificate types defined for the parts in “Create Certificate Type” activity of “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. |
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. |
The system displays the following field:
Lead Parameter |
The lead parameter of the component as defined in the “Aircraft” business component |
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. |
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). |
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:
Select “Calendar Usage” or “None” for part types other than “Component”. Data 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”. Data 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. |
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. |
Edit 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 options “Cumulative” and “Period”. Data selection is mandatory when the “Loan Charges On” field is set as “Calendar Usage” or “Both”. |
Edit 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 Lease Charges Policy” or “Parameter Based Lease Charges Policy” is set as “Percent”. . |
Enter the following:
Administrative Charges In % |
The percentage of the Part Base Cost involved in loaning of the part (Decimal). Data entry in this field is mandatory, when the “Administrative Charges Policy” is set as “Percent”. |
If you have entered the above field, the system calculates the administrative charges using the following formula:
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 in this field is mandatory, when the “Administrative Charges Policy” is set as “Flat”.
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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 the “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) If you have not specified loan charges the system calculates this value as the sum of TCD values specified for each TCD mode in the “Edit TCD” page. |
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 base currency value of the company |
Select the "Calendar based Lease Charges" tab page to modify the calendar based lease chargers
Enter the following fields in the “Calendar-based Lease Charges” multiline:
From Calendar Period |
The starting period (day/week/month) from which the lease is effective (Integer) You must enter “1” in the first line of the multiline. |
To Calendar Period |
The ending period (day/week/month/year) till which the lease is effective (Integer) You must specify the value entered in the “Loan period” field in the last line of the multiline. The value entered here must be greater than or equal to the value entered in “From Calendar Period”. The value entered in all the rows except the last row must be less than the “Loan Period”. For instance, if you have specified the loan period as ‘20’ days, you can divide the period as ‘1 to 5’, ‘6 to 10’ etc., and define lease charges. |
The system displays the following field:
UOM |
The unit of measurement of the calendar period |
Enter the following fields:
Rate Per UOM |
The rate applicable to a day/week/month/year (Decimal). This number must be greater than or equal to zero. You must enter this field if the calendar-based lease charges policy is ‘Flat’. |
Charges Per Unit As % of Part Base Cost |
The percentage of part base cost applicable to a day/week/month/year (Decimal). This value should be greater than or equal to zero. You must enter this field if the calendar-based lease charges policy is ‘Percent’. |
The system displays the following field:
Charge For Period |
The lease charges applicable to the period |
Enter the following field in the multiline:
Remarks |
Any remark pertaining to the lease charges defined for the calendar period (Alphanumeric, 255) |
Select the "Parameter-based Lease Charges" tab page to modify the 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 pertinent to the UOM charged at “Rate Per” value, which is applicable for the lease period (Number, 19). You must enter “1” in the first line of the multiline. |
To Parameter Value |
The ending value in the range of parameter values pertinent to the UOM charged at “Rate Per” value, which is applicable for the lease period (Number, 19). 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 lease 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 “Edit Loan Order” pushbutton to edit the loan order details.
The system performs the following on updation:
4 Administrative charges calculation: If you have specified a flat amount as administrative charges, the system considers the same. Otherwise, the administrative charges are calculated using the administrative charges percentage entered, using the following formula:
Administrative Charges = Administrative Charges Percent * Part Base Cost /100
Lease Charges Calculation:
Calendar-based lease charges calculation: The calendar-based lease charges are calculated by considering either a flat rate or a percentage of part base cost for each line item in the multiline. For each line item, the difference between the (“To Calendar Period” and ”From Calendar Period” – 1) is multiplied with the flat rate or the percentage of part base cost/100 to arrive at the loan charges. If the calendar-based lease charges basis is “Period”, the system adds all the lease charges calculated for each line item and displays the basic loan charges. If the calendar-based lease charges basis is “Cumulative”, the ”To Period” of each line item is multiplied with the flat rate or the percentage of part base cost/100 to arrive at the loan charges. In this case, the basic loan charges will be the charges mentioned for the last line item.
Parameter-based lease charges calculation: The parameter-based lease charges are calculated by considering either a flat rate or a percentage of part base cost for each line item in the multiline. For each line item, the difference between the (“To Parameter Value” and ”From Parameter Value” –1) is multiplied with the flat rate or the percentage of part base cost to arrive at the loan charges. If the parameter -based lease charges basis is “Period”, the system adds all the lease charges calculated for each line item and displays the basic loan charges. If the parameter-based lease charges is “Cumulative”, the ”To Value” of each line item is multiplied with the flat rate or the percentage of part base cost/100 to arrive at the loan charges. In this case, the basic loan charges will be the lease charges mentioned for the last line item.
Calendar-based and Parameter-based charges calculation: The system adds the parameter charges and calendar charges specified in the multiline and displays the basic loan charges.
Updates terms and conditions entered for the loan order in the “Edit Terms and Conditions” page.
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.
Assigns the “Draft” status to the loan order if mandatory information is not entered.
Assigns the “Fresh” status, when all mandatory information for the loan order is entered.
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.
Click “Cancel Loan Order” pushbutton to cancel the loan order.
The system sets the status of the loan order as “Canceled”.
Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined 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.
Editing loan order details - An overview
You can edit the following details of the loan order in this page:
Priority, user status, category, order currency and order quantity
Supplier contact person information
Reference document details
Loan information such as calendar lease period, parameter lease period, penalty applicable and TCD applicable
Administrative charges, calendar-based charges and parameter-based charges policy details
Part base cost and administrative charges details
Period-wise breakup of calendar-based lease charges information
Range-wise breakup of parameter-based lease charges information
Document attachment and other details
You can also cancel a loan order in this page.
Edit calendar-based lease charges policy
Edit parameter-based lease charges policy and basis
Edit calendar-based lease charges
Edit parameter-based lease charges