Viewing loan order details

This page enables you to view loan order details. Tell me more

Select the “View Loan Order” link in the “Select Loan Order” page. Alternatively, click the hyperlinked loan order number in the multiline of the same page.

The “View 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 view the details

Enter the following field:

Amendment #

Use the drop-down list box to select the amendment number of the loan order for which you wish to view the details. The system lists all the amendment numbers generated for the loan order.

Click the ‘Get Details’ Push button, to fetch the details of the amendment # selected.

The system displays the following:

Loan Order Date	The date on which the loan order was raised
Status	The status of the loan order, which could be "Draft”, “Fresh”, “Canceled”, “Returned”, “Authorized”, “Under Authorization”, “Amended”, “Under Amendment”, “Received”, “Shipped” or “Closed”
LO Amendment Date	The date on which the loan order was amended
Loan Order Type	The type of the loan order ,which could be “Regular”, “Exchange” or “Purchase”
Stock Status	The stock status to which the loaned part has been converted, for a loan order of type “Exchange” or “Purchase”. No value will be displayed in this field, if the loan order type is “Regular”.
Purchase Cost	The cost on which the loaned part was purchased, after the part is received through a loan order document. A value will be displayed in this field only if the loan order is of type “Purchase”.
Part #	The part against which the loan order was raised
Part Description	The textual description of the part
Supplier #	The code of the supplier from whom the part was loaned in
Currency	The currency in which the loan order charges are represented.
User Status	The user status of the loan order
Category	The category of the loan order
Priority	The priority assigned to the loan order
Aircraft Reg. #	The registration number of the aircraft, incase of “AOG” priority
Reason For Loan	The reason for loaning the part Zoom facility available

Loan Order Date	The date on which the loan order was raised
Status	The status of the loan order, which could be "Draft”, “Fresh”, “Canceled”, “Returned”, “Authorized”, “Under Authorization”, “Amended”, “Under Amendment”, “Received”, “Shipped” or “Closed”
LO Amendment Date	The date on which the loan order was amended
Loan Order Type	The type of the loan order ,which could be “Regular”, “Exchange” or “Purchase”
Stock Status	The stock status to which the loaned part has been converted, for a loan order of type “Exchange” or “Purchase”. No value will be displayed in this field, if the loan order type is “Regular”.
Purchase Cost	The cost on which the loaned part was purchased, after the part is received through a loan order document. A value will be displayed in this field only if the loan order is of type “Purchase”.
Part #	The part against which the loan order was raised
Part Description	The textual description of the part
Supplier #	The code of the supplier from whom the part was loaned in
Currency	The currency in which the loan order charges are represented.
User Status	The user status of the loan order
Category	The category of the loan order
Priority	The priority assigned to the loan order
Aircraft Reg. #	The registration number of the aircraft, incase of “AOG” priority
Trade Comp. Restr.?	Indicates whether the loan order contains trade compliance references. The system displays the following values: No - If the Loan order is an export order but no trade restrictions are available. Yes – If the Loan order is an export order and the trade restrictions are available. i.e., LO is available in "Pend. Trd. Comp. Data"/ "Pend. Exp. License"/ "Pend. Exp. Auth" tiles in Trade Compliance Hub. On click of the hyperlink, “Trade Compliance Reference” pop-up appears to view the details of Trade Compliance Data, License and Authorization Details for the Part # which is mentioned in the loan order. NA - If the Loan Order is not an export order.
Reason For Loan	The reason for loaning the part

The system displays the following fields in the “Loan for Information” group box:

Loan For	The loan Order created for the login Organization or for the Customer.
Trading Partner #	The customer # of the company for which the loan order is created in the login organization.
Trading Partner Name	The Customer name of the company for which the loan order is 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 is created in the login organization. However, the login organization code appears, if the loan order is associated with the login organization. The system displays the finance book for which the procurement happens, adjacent to this field.

The system displays the following fields in the “Loaner Information” group box:

Supplier Name	The name of the supplier from whom the part is loaned in
Address ID	The Address ID of the contact person.
Contact Person	The name of the contact person
Phone #	The phone number of the contact person
Fax #	The fax number of the contact person
E-mail	The e-mail ID of the contact person
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
Quantity	The number of parts that are loaned in
Stock UOM	The unit of measurement in which the part is stocked
Received Qty.	The number of parts received into the warehouse
Lead Parameter	The lead parameter of the component as defined in the “Aircraft” business component
Condition	The condition of the part, which can be “New” “Overhauled” or “Serviceable”.
Certificate Type	The type of certificate applicable to the part
Ship To	The organizational unit at which the loaned part must be received
Warehouse #	The warehouse at which the loaned part must be received
Part Type	Part Type The type to which the loaned part belongs.

The system displays the following in the “Return Shipment Details “ group box

Issue Location	The location where the part was issued
Issue Warehouse #	The number identifying the warehouse where the loaned part was issues

The system displays the following fields in the “Reference Details” group box:

Loan Agreement #	The number identifying the loan agreement against which the loan order was raised
Supplier Offer #	The number identifying the supplier offer against which the loan order was raised
Ref. Document #	The number identifying the reference document against which the loan order was raised

The system displays the following fields in the “Loan Information” group box:

Loan Charges On	The method by which the loan charges are calculated. The system displays one of the following: Parameter Usage – Indicates that loan charges are calculated based on the parameter usage values Calendar Usage – Indicates that loan charges are calculated based on the calendar period Both – Indicates that loan charges are calculated based on both calendar and parameter usage None – Indicates that loan charges calculation is not based on parameter or calendar usage
Penalty Applicable	Indicates whether penalty is applicable to the loan order or not
TCD Applicable	Indicates whether taxes and charges are applicable to the loan order or not
Date Reqd.	The date on which the part is required
Loan Period	The loan period in terms of days, weeks or months
Expected Usage	The expected usage of the component in terms of parameters

The system displays the following fields in the “Charges Policy Details” group box:

Administrative Charges Policy	Indicates the policy by which the administrative charges are calculated for the loan order. The system displays either “Flat” or “Percent”.
Calendar-based Lease Charges Policy	The policy by which the calendar-based lease charges are calculated for the loan order. The system displays the values “Flat” or “Percent”.
Calendar-based Lease Charges Basis	The basis by which the calendar-based lease charges are calculated for the loan order. The system displays the values “Cumulative” or “Period”.
Parameter-based Lease Charges Policy	The policy by which the parameter-based lease charges are calculated for the loan order. The system displays “Flat” or “Percent”.
Parameter-based Lease Charges Basis	The basis by which the parameter-based lease charges are calculated for the loan order. The system displays “Cumulative” or “Period”.

The system displays the following fields in the “Order Value Details” group box:

Part Base Cost	The base cost of the part
Administrative Charges In %	The percentage of the part based cost involved in loaning of the part
Administrative Charges	The amount that is included as administrative charges in the loan order value, when the administrative charges policy is “Flat”
Basic Loan Charges	The basic loan charges applicable to the loan order
Total Loan Charges	The total loan charges applicable to the loan order. This is the sum of ”Basic Loan Charges” and ”Administrative Charges”
Additional Charges	Any additional charge pertaining to the loan order, which comprises TCD value.
Order Value	The order value of the loan order. This is the sum of ”Total Loan Charges” and ”Additional Charges”.
Exchange Rate	The exchange rate applicable to the order currency and the company’s base currency
Base Currency Value	The order value displayed in the base currency of the company

The system displays the following fields in the “Calendar-based Lease Charges” multiline:

From Calendar Period	The starting period (day/week/month) from which the loan is effective
To Calendar Period	The ending period (day/week/month) till which the loan is effective
UOM	The unit of measurement of the calendar period
Rate Per UOM	The rate applicable to a day/week/month
Charges Per Unit As % of Part Base Cost	The percentage of part base cost applicable to a day/week/month
Charge For Period	The loan charges applicable to the period
Remarks	Any remark pertaining to the lease charges defined for the calendar period

The system displays the following fields in the “Parameter-based Lease Charges” multiline:

From Parameter Value	The starting value in the range of parameter values from which the lease is effective
To Parameter Value	The ending value in the range of parameter values until which the lease is effective
UOM	The unit of measurement of the lead parameter
Rate Per UOM	The rate applicable per UOM
Charges Per Unit As % of Part Base Cost	The percentage of the part base cost applicable per UOM
Charge For Range	The loan charges applicable for the parameter value range
Remarks	Any remark pertaining to the lease charges defined for the parameter values

The system displays the following fields in the “Other Details” group box:

Employee #	The code identifying the employee who raised the loan order
Employee Name	The name of the employee who raised the loan order
LO Detail 1	Any detail pertaining to the loan order
Ref. Document	The reference document against which the loan order was raised.
LO Option 1	The loan order option
Comments	Any remark or comment pertaining to the loan order

The system displays the following field in the “Document Attachment Details” group box:

File Name

The file name of the document attached to the loan order

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 “View Terms and Conditions” link at the bottom of the page to view terms and conditions for the loan order.
Select the “View Penalty Charges” link at the bottom of the page to view penalty charges details for loan order.
Select the “View TCD” link at the bottom of the page to view tax, charge and discount details for the loan order.
Select the “View Shipping Details” link at the bottom of the page to view shipping details for the loan order.
Select the “View Invoice” link at the bottom of the page to view invoice associated with 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.
Select the "Attach Clause” link to attach clause to the loan order.

Viewing loan order details - An overview

You can view the following details of the loan order in this page:

General details of the loan order
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