Creating a loan or rental receipt
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In this page you can create a loan or rental receipt. Tell me more
Select the “Create Loan / Rental Receipt” link in the “Select Reference Document” page. Alternatively, click the hyperlinked reference document number in the multiline of the same page.
The “Create Loan / Rental Receipt” page appears.
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 “Receipt Details” group box:
Loan / Rental Receipt # |
A unique number identifying the loan receipt or rental receipt. This number is generated and displayed by the system, when you click the “Create Receipt” pushbutton. The number is displayed with its corresponding prefix and suffix of the numbering type selected. The number is incremented from the last number available in the “Document Numbering Class” business component. |
Enter the following fields:
Numbering Type |
Use the drop-down list box to select the numbering type for generating the loan receipt or rental receipt number. Mandatory. The system lists all the numbering types defined for the “Loan / Rental Receipt” transaction type in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date. |
Receipt Date |
The date on which the loan receipt or rental receipt is created (Date Format). Mandatory. The receipt date should be later than the reference document date, packing slip date, waybill date or gate pass date. Also this date should be earlier than or equal to current server date. |
The system displays the following field:
Status |
The status of the loan receipt or rental receipt, which could be “Received” or “Confirmed”. |
Enter the following fields:
User Status |
Use the drop-down list box to specify the user status of the loan receipt or rental receipt. The system lists all the ‘active’ user status codes defined for the “Loan / Rental Receipt” document in “Logistics Common Master” business component. |
Category |
Use the drop-down list box to specify the category of the loan receipt or rental receipt. The system lists all the ‘active’ category codes defined for the “Loan / Rental Receipt” document in “Logistics Common Master” business component. |
The system displays the following fields in the “Ref. Document Details” group box:
Ref. Document |
The reference document against which the loan receipt or rental receipt is created. The system displays “Loan Order” or “Rental Order”. |
Ref. Document # |
The unique number identifying the loan order or rental order. Ensure that the loan order or rental order is already defined in the “Loan Order Administration” business component or “Rental Order” business component. |
Amendment # |
The amendment number of the loan order or rental order. |
Ref. Document Date |
The date on which the loan order or rental order was created. |
Note: If the reference document is “Loan Order”, the system ensures that the document is in “Authorized” status, and if it is “Rental Order”, the system ensures that the document is in the “Shipped” or “Acknowledged” or “Partially Closed” status.
Click the hyperlinked reference document number to view the loan order or rental order document.
The system displays the following fields in the “Trading Partner Information” group box:
Trading Partner |
The trading partner for the loan or rental transaction, which could be “Supplier” or “Customer”.
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Trading Partner # |
The unique code identifying the trading partner which could be supplier code or customer code. The system displays supplier code for a “Loan Order” reference document and customer code for a “Rental Order” reference document. |
Trading Partner Name |
The name of the trading partner, which could be a supplier name or a customer name. The system displays supplier name for a “Loan Order” reference document and customer name for a “Rental Order” reference document. |
The system displays the following fields in the “Ref. Document Part Information” group box:
Part # |
The part number for which the loan or rental order was created. |
Part Description |
The textual description of the part. |
Serial # |
The serial number of the part. |
Lot # |
The number identifying the lot to which the part belongs. |
Component # |
The number identifying the component. |
Condition |
The condition of the component, which could be “New”, “Overhauled”, “Serviceable” or “Unserviceable”.. |
Part Control Type |
The type of part control, which could be “Serial-controlled” or “Lot-controlled” or “Serial & Lot Controlled” or “None”. |
Part Type |
The type to which the part belongs. |
Order Quantity |
The quantity of parts mentioned in the loan order or rental order. |
Pending Quantity |
The pending quantity of parts, specific to the loan order or rental order. This is the difference between the total order quantity and the already received quantity. |
Enter the following fields in the “Consignment Details” group box:
Packing Slip # |
A unique number identifying the packing slip accompanying the receipt consignment (Alphanumeric, 40). This packing slip is received from the supplier. Note: This field is mandatory, if the process parameter Packing Slip # under the category "Loan / Rental Receipt" in the Set Inventory Process Parameters activity is set as ‘1’. Conversely, you may not enter the packing slip #, if the process parameter is set as ‘0’. |
Packing Slip Date |
The date on which the packing slip was raised (Date Format). The packing slip date must be in the same format as displayed in the “Date Format” field in this page. Ensure that the date is earlier than or the same as the way bill date and the gate pass date Note: The packing slip date:
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Way Bill # |
A unique number identifying the waybill accompanying the receipt consignment (Alphanumeric, 40). The person who transports the goods from the supplier to the customer issues the waybill note. Note: This field is mandatory, if the process parameter Way Bill # under the category "Loan / Rental Receipt" in the Set Inventory Process Parameters activity is set as ‘1’. Conversely, you may not enter the way bill #, if the process parameter is set as ‘0’. |
Way Bill Date |
The date on which the waybill was raised (Date Format). The way bill date must be in the same format as displayed in the “Date Format” field in this page. Ensure that the date is earlier than or the same as the gate pass date. Note: The way bill date
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Gate Pass # |
A unique number identifying the gate pass (Alphanumeric, 40). The gate pass is given to the receipt consignment at the entry point of the receipt location. |
Gate Pass Date |
The date on which the gate pass was raised (Date Format). The gate pass date must be in the same format as displayed in the “Date Format” field in this page. You can also leave this field blank. If the date is entered, ensure that it is later than the reference document date. |
Comments |
Any remark or comment pertaining to the consignment (Alphanumeric, 255). |
Note: If the reference document is “Rental Order” in the “Shipped” or “Partially Closed” status, the system ensures that the packing slip date, way bill date and the gate pass date are later than the “Shipment Date” of the Rental Order.
If the reference document is “Rental Order” in the “Acknowledged” or “Partially Closed” status, the system ensures that the packing slip date, way bill date and the gate pass date are later than the “Acknowledgment Date” of the Rental Order.
Note: If the reference document is “Rental Order”, the system displays the parameter values by default in the multiline based on the values stored in that Rental Order.
Enter the following fields in the “Receipt Part Information” group box:
Note: For the rental receipt creation, the system retrieves the shipping details of the part entered in “Rental Order” business component. For the loan receipt creation, the system retrieves these details from “Loan Order Administration” business component.
Part # |
The part that is received against the loan/rental order (Alphanumeric, 40). Mandatory. This part must be in “Active” planning status.
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The system displays the following field:
Part Description |
The textual description of the part. |
Enter the following:
Serial # |
The serial number of the part received against the loan/rental order (Alphanumeric, 40). Mandatory for part of part control type “Serial Controlled”, If the manufacturer serial # is not entered. Note: 1) For a rental receipt if the rental order type is “Regular”, then ensure that the serial number entered is the same as the serial number issued through rental order. 2) If you are working in the Main base, the received serial # must not belong to a warehouse that is currently offline. |
Manufacturer Serial # |
The part serial number issued by the manufacturer. (Alphanumeric, 40). Mandatory for part of part control type “Serial Controlled” or “Serial and Lot Controlled”, Ensure that for the “Serial Controlled” or “Serial and Lot Controlled” actual rented Part, the value specified in this field is the same as the rented manufacturer serial number if:
Note: 1) For “Exchange” type of rental orders, the receipt serial # can be modified. 2) The manufacturer serial # must be unique for the received serial # and part #. |
Lot # |
The number identifying the lot to which the part belongs (Alphanumeric, 18). Mandatory for part of part control type “Lot Controlled”, If the manufacturer lot # is not entered.. For a rental receipt if the rental order type is “Regular”, then ensure that the lot number entered is the same as the lot number issued through rental order. |
Manufacturer Lot # |
The lot number issued by the manufacturer. (Alphanumeric, 18). Mandatory for part of part control type “Lot Controlled” or “Serial and Lot Controlled”. Ensure that for “Serial Controlled” or “Serial and Lot Controlled” actual rented Part, the value specified in this field is the same as the rented manufacturer lot number if:
Note that for “Exchange” type of rental orders, the receipt serial # can be modified. |
Component # |
The number identifying the component. |
Receipt Quantity |
The number of parts received at a single instance, specific to the loan order or rental order (Integer). Mandatory. This value must be “1” if the part is of “Serial Controlled”, “Lot Controlled” or “Serial & Lot Controlled”. Otherwise, this value must be greater than zero. Ensure that this quantity is less than or equal to the reference document pending quantity. Ensure that the value entered in this field is less than or equal to the reference document pending quantity. By default, the system displays the pending quantity. |
Note: For a rental receipt, for a component, the ownership of the component should be “Owned”.
For a loan receipt, the ownership of the component must be “Supplier”. And if the serial numbering logic is identified as “Manufacturer” in the “Part Administration” business component, ensure that the manufacturer serial number is unique across warehouses in the ”Stock Maintenance” business component.
If the Part is Serial Controlled or Serial & Lot controlled and if any value is entered in the fields Serial # & Manufacturer Serial #, then this Serial # - Manufacturer Serial # combination for the part should be available in the system.
If the Part is Lot Controlled or Serial & Lot controlled and if any value is entered in the fields Lot # & Manufacturer Lot #, then this Lot # - Manufacturer Lot # combination for the part should be available in the system.
The “Receipt Qty.” cannot be blank for a receipt part number, for which the “Part Control Type” is set as “None”.
Click
the “Get Details” pushbutton to retrieve the part details.
Note: The system retrieves the details only if the Reference Document is set as “Rental Order”.
The system retrieves the following, if the Rental Order Type is set as “Regular”:
The issued Part #, Serial #, Manufacturer Serial #, Lot # and Manufacturer Lot #
The Component # from the “Aircraft” business component and the parameter values in the multiline, if the Part Type is “Component”.
The system checks the following, if the Rental Order Type is set as “Exchange” and the Part # is modified:
A valid Part # is entered as defined in the “Part Administration” business component.
The Reference Status and Planning Status of the part are “Active,” as defined in the “Part Administration” business component.
The Part # is a valid alternate for the rented part, as defined in the “Part Administration” business component.
A value exists in the Serial # field, if the Part Type is “Component”.
A value exists in the Part # field, if the Serial # is modified
The system retrieves the parameters mapped to the part, if the part is received for the first time.
The system clears all the details available in the ”Parameters” multiline based on the following:
If the Part #, Serial # / Manufacturer Serial # or the combination of this is modified and the Part Type is “Component” and the Part # and Serial # / Manufacturer Serial # combination are not defined in the Inventory.
If the Part Type is other than “Component”.
Enter the following fields in the “Additional Information” group box:
Physical Damage |
Use the drop-down list box to specify whether physical damage exist for the part # or not. System loads the values ‘Yes’, ‘No’ and defaults ‘No’. |
Return As Is? |
Use the drop-down list box to specify that the received Part # is returned from the customer in the same way as it was issued, without being consumed. System loads the values ‘Yes’, ‘No’ and defaults ‘Yes’. |
Repair Classification |
Use the drop-down list box to specify the repair classification of the part. The system lists all the ‘active’ quick codes defined under the Quick Code Type ‘Repair Classification’ in the “Create Quick Codes” activity of the “Maintenance Task” business component along with a blank value. The system leaves the field blank, by default. |
Removal Reason |
Use the drop-down list box to specify the reason for removing the part #. The system lists all the ‘active’ reason #s defined in the “Create Reasons for Removal” activity of the “Common Master” business component along with a blank value. The system leaves the field blank, by default. |
Enter the following fields in the “Certificate Details” group box, to furnish certificate details for the part of type “Component”:
Certificate Type |
Use the drop-down list box to select the type of certificate issued for the part of type “Component”. The system lists all “Active” certificate types defined in the “Create Certificate Type” activity of the “Logistics Common Master” business component. Ensure the following:
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Certificate #
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The unique number identifying the certificate issued, by the agency which performed the last job on the part (Alphanumeric, 40). Mandatory. Ensure the following:
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Certificate Date |
The date on which the certificate was issued (Date Format). Mandatory, only if the receipt part is a component. This date must be earlier than or equal to the system date. Ensure the following:
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Expiry Date |
The expiry date of the part serial # / lot #. Ensure that a value is specified in this field if:
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Mfr. Date |
The date of manufacture of the part #-serial #/lot # that is loaned out of or rented into inventory. Note: The date you enter here must not be later than current, certificate or expiry date. Mandatory condition: The manufacturer date for loaned/rented component parts is mandatory, if the component in question is new to inventory and; if the parameter “Mfr. Date for New Components” under the category Loan/Rental Receipt in the Purchase Option Setting activity of Logistics Common Master is ‘1’. However, if “Mfr. Date for New Components” is ‘0’, you may not specify the manufacturer date for components inducted into inventory through the receipt being created now. |
System Tracking Ref # |
The reference number mentioned in the certificate that helps in easy tracking of part history (Alphanumeric, 40). Mandatory, only if the receipt part is a component. |
Authorization # |
The authorization number of the agency who performed the last job on the part (Alphanumeric, 40). |
Tag Details |
Any detail pertaining to the tag attached to the part (Alphanumeric, 16). |
Warranty Lapse Date |
The date on which the warranty on the part elapses (Date Format). Mandatory if warranty is applicable for the component. This date must be later than or equal to current server date. |
Enter the following fields in the “Inspection Details” group box:
Accepted Quantity |
The quantity of parts accepted at the warehouse after inspection (Integer). This value must be positive. By default, the system displays the pending quantity. |
Rejected Quantity |
The quantity of parts rejected at the warehouse after inspection (Integer). This value must be positive. |
Quarantined Quantity |
The quantity of parts quarantined (Integer). If entered, this value must be positive. |
Note: If the part is serial-controlled or lot-controlled, the system sets the other fields to ”Null” except the one for which the value is specified, among the “Qty. Accepted”, “Rejected Quantity” and “Quarantined Quantity fields
Ensure that the addition of either of the three quantities entered above is equal to the receipt quantity.
Condition |
Use the drop-down list box to select the condition of the part. The system lists the options “New”, “Overhauled”, “Serviceable” and “Unserviceable”. Data selection is mandatory when the part is of type “Component”. |
Note: For rental receipt, the condition of the received part cannot be set as “New”, if the condition of the rented part is other than “New”. |
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Inspected By |
The name of the person who inspected the part (Alphanumeric, 30). By default, the system displays the name of the login user. |
Inspected Date |
The date on which the part was inspected (Date Format). This date must be later than or equal to current server date. By default, the system displays the current date. |
Enter the following field to specify the reason for rejecting or quarantining the part:
Reason |
The reason for rejecting or quarantining the part (Alphanumeric, 2000). |
The system displays the following fields in the “Parameter Details” multiline:
Note: The system retrieves the parameter values in a format based on the values selected in the “Time Display Option” field in the “Create Parameters” page of the “Aircraft” business component. For example, if the “Time Display Option” is selected as “HHMM” and if the stored value is 2.50, the system automatically converts and displays the value as 2.30.
Parameter |
The consumption parameter for the component, in the “Aircraft” business component. |
UOM |
The unit of measurement for the parameter. |
Enter the following fields in the “Parameter Details” multiline:
Note: These details are displayed only if the part is of type “Component”.
Unknown? |
Use the drop-down list box to specify whether the parameter value of the component is known. You can select from the options “Yes” or “No”. Ensure that no value is specified in the “TSN” field if this field is set to “Yes”. The system displays “Yes” by default. |
TSN |
The Time Since New value of the parameter (Decimal). It is the cumulative flying hours of the component since it is manufactured. For a component in “Overhauled” or “Serviceable” condition, this value must be greater than zero. |
TSO |
The Time Since Overhaul value of the parameter (Decimal). It is the cumulative flying hours of the component since its last overhaul.
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TSR |
The Time Since Repair value of the parameter (Decimal). It is the cumulative flying hours of the component since its last repair in the shop.
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TSI |
The Time Since Inspection value of the parameter (Decimal). It is the cumulative flying hours of the component since its last inspection in the shop.
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TSV |
The Time since Visit value of the parameter (Decimal). It is the cumulative flying hours of the component since its last visit to the shop for maintenance.
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Note: You can enter fractions in the above fields only when the Parameter UOM allows fractions.
The system displays the following field:
Warranty? |
Indicates whether the warranty is applicable or not. |
Enter the following field in the multiline:
Warranty Value |
The value of the parameter based on which the warranty must be tracked (Decimal). Mandatory if warranty is applicable for the component. You can enter fraction in the above field only when the Parameter UOM allows fractions. |
Enter the following fields in the “Storage Information” group box:
Warehouse # |
Use the drop-down list box to select the warehouse to which the part must be moved. The system lists all “Active” warehouses in which loan or rental receipt transaction is allowed, as defined in the "Storage Administration" business component. Data selection is mandatory. |
Note: This warehouse must be the warehouse that is specified as the return warehouse in the rental order. You can select a different warehouse, only when the “Allow Different Receipt Warehouse” option is set to “Yes” in the “Set Options” activity of the current business component. The same condition is applied for loaned part too.
Stock Status |
Use the drop-down list box to select the status of stock. The system lists all the stock statuses defined for “Loan / Rental Receipt” transaction type in “User Defined Stock Status” business component. The system leaves the field blank by default. Data selection is mandatory. Note: If the ‘Ref. Document Type’ is ‘Loan Order’ and if the ‘Loan For’ is 'Customer' in that referred Loan Order, then the system lists the stock statuses mapped to that customer in the 'Manage Restricted Stock Status' activity of the “Customer” business component, if the value for the Parameter 'Enforce Stock Status restriction for Customer Stock?' is set as 'Yes' in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. If the ‘Ref. Document Type’ is ‘Rental Order’ and if the ‘Rent For’ is 'Customer' in that referred Rental Order, then the system lists the stock statuses mapped to that customer in the 'Manage Restricted Stock Status' activity of the “Customer” business component, if the value for the Parameter 'Enforce Stock Status restriction for Customer Stock?' is set as 'Yes' in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. |
WH – Zone # |
Use the drop-down list box to select the zone of the warehouse to which the part must be moved. The system lists all “Active” zones associated to the warehouse selected in “Warehouse #” field. Data selection is mandatory when the warehouse is “Normal”. |
Bin # |
Use the drop-down list box to select the bin of the zone to which the part must be moved. The system lists all “Active” bins associated to the zone selected in “WH - Zone #” field. Data selection is mandatory when the zone is “Normal”. |
Enter the following fields in the “User Defined Details” group box:
User Defined Detail 1 |
Any user defined detail pertaining to the loan receipt or rental receipt (Alphanumeric, 25). |
User Defined Option - 1 |
Use the drop-down list box to select the user defined option. The system lists all ‘active’ user defined option values entered for the “Loan / Rental Receipt” transaction in the “Logistics Common Master” business component. |
Remarks |
Any remark or comment pertaining to the loan or rental receipt (Alphanumeric, 255). |
Enter the following field in the “Attachments” group box:
File Name |
The file name of the document that you wish to attach to the loan or rental receipt (Alphanumeric, 18). Help facility available. |
Select the “View File” link alongside the “File Name” field to view the attached file.
Click the “Create Receipt” pushbutton to create loan or rental receipt details.
More details on Restricted parts
The system checks the following for the loan order, against which the loan receipt is being created:
“Allow Alternate Part Receipt” option is set to “Yes”
The loan order is raised on a part which is neither serial nor lot controlled
There are loan receipts already created for the loan order in status other than “Cancelled”.
The system carries out the following, if the Reference Document is “Rental Order” and the Rental Order Type is “Regular”:
Ensures that the received Part # and the issued Part # are the same.
Ensures that the received Serial # and the issued Serial # are the same
Ensures that the received Manufacturer Serial # and the issued Manufacturer Serial # are the same
Ensures that the received Lot # and the Lot # are the same
Ensures that the received Manufacturer Lot # and the issued Manufacturer Serial # are the same
Considers the Serial # or the Lot # as internal Serial # or internal Lot #. This is applicable, if the Part #, Serial # or Lot # has not been modified.
Ensures that the ownership of the Part # and Serial # combination is “Owned”
Note: You can modify the Part # or the Serial #, if the Rental Order Type is “Exchange”
The system carries out the following, if the Reference Document is “Rental Order”, the Rental Order Type is “Exchange” and a different Part # or Serial # is received:
Ensures that a valid Part # is entered and the reference status is “Active” as defined in the “Part Administration” business component, if the Part # is to be modified.
Ensures that the Part # is a valid alternate for the rented part as defined in the “Part Administration” business component, if the Part # has been modified.
1. (a) Checks whether the Part - Manufacturer Serial # combination is available in the inventory and ensures the quantity is zero. (b) Checks whether the Part - Manufacturer Serial # is available in the inventory and if the quantity is zero, then system checks (i) the Part # and Manufacturer Serial # are attached to an aircraft or (ii) attached to a component as Next Higher Assembly from the “Configuration” business component .
2. (a) Checks whether the Part - Serial # combination is available in the inventory and ensures the quantity is zero. (b) Checks whether the Part - Serial # is available in the inventory and if the quantity is zero, the system checks whether (i) the Part # and Serial # are attached to an aircraft or to a component as Next Higher Assembly from the “Configuration” business component
Check the entered Part # - Serial # / Manufacturer Serial # is not part of any of the following transactions.
Stock Return in “Draft” or “Fresh” status.
Repair Order Issue for a Repair Order Type “Normal”.
Repair Order Issue for a Repair Order Type “Exchange” is not in “Closed” status.
Exchange Issue for a PO of type “Exchange” is not in “Closed” status.
Stock Transfer Issue for a Stock Transfer Order in which the stock update mode is “Manual” and the stock is in transit or Material Loss document is not confirmed.
Rental order issue for an Rental order type 'Regular'.
Ensures that the modified Part # and Serial # / Manufacturer Serial # combination received for the first time is not part of any of the following transactions:
Goods Receipt in “Received”, “Receipt Frozen”, “Inspected” or “Receipt Acknowledged” status.
Unplanned Receipt in ‘Draft’ or ‘Fresh’ status
Allows a different Lot # to be received.
Retrieves the parameter details only on clicking the “Get Details” pushbutton, if the received part is of Part Type “Component” and the received Part #, Serial # or the Part # and Serial # combination has been modified.
Allows the Condition as “New”, irrespective of the part condition, which was rented out, if the Part #, Serial #, Manufacturer Serial # or the Part # - Serial # / Manufacturer Serial # combination have been modified for a Part Type “Component”
Considers the received Part # and Serial # combination as that rented out, and ignores the Lot # / Manufactuere Lot #, if a part is serial-lot controlled and the Lot # or Manufacturer Lot # has been modified.
If all the conditions above are satisfied, then the system checks whether the part received is the same as the part mentioned in the previously created receipts.
The system creates the loan receipt or rental receipt and assigns the “Received” status to the receipt. For a component that is accepted, the condition is saved as selected in the “Condition” field. If the component is rejected, the condition is set to “Unserviceable”.
Confirm Loan or Rental Receipt
Click the “Confirm Receipt” pushbutton to confirm loan or rental receipt details.
Note: The part which requires inspection must be of status “Inspected” for the serial or lot. Set in the “Inspect / Re-certify Parts” activity of the “Stock Maintenance” business component.
More details on Restricted parts
The system checks the following on confirmation of loan or rental receipt:
The loan or rental receipt is in “Received” status
The loan or rental receipt quarantined quantity is zero
The login user has rights to confirm the receipt
The login user has rights for the warehouse selected
The part is in “Active” planning status
The part type and stock status of the receipt part is allowed in the warehouse selected
The loan or rental receipt transaction is allowed in the warehouse
The Storage allocation constraint checks on quantity, weight and volume for the quantity received at the Warehouse / Zone / Bin level.
The system performs the following on confirmation of loan or rental receipt:
If there is any pending “AOG” or “Normal” material request for the received part, the system generates an issue document for the received part and automatically prints the corresponding “Material Movement Document”.
If there is a pending Material request of “Low” priority for the received part, then the system replenishes the stock level of the part in the “Stock Maintenance” business component and updates the receipt quantity in the low priority material request.
If there are no pending material requests for the received part, then the system moves the parts to the specified warehouse and automatically prints the “Material Movement Document “ with the stock receipt details.
The system posts the account details in the “Account Group” business component.
The system retrieves the parameter values in a format based on the values selected in the “Time Display Option” field in the “Create Parameters” page of the “Aircraft” business component. For example, if the “Time Display Option” is selected as “HHMM” and if the stored value is 2.50, the system automatically converts and displays the value as 2.30.
The system ensures that the Hazmat compliance information is recorded for the part, if (i) the receipt part is identified as Hazardous in the “Part Administration” business component, (ii) the Hazmat Compliance is set as “Enforce Compliance” in the “Set Inventory Process Parameter” activity of “Logistics Common Master” business component.
The system ensures that the Warehouse, Zone and Bin is mapped to the Supplier, if (i) the Reference Document is “Loan Order” and (ii) the “Storage Allocation for External Ownership Parts” is set as “Manual” in the “Set Options” activity of “Stock Maintenance” business component.
The system maps the Warehouse, Zone and Bin to the Supplier, if (i) the Reference Document is “Loan Order” and (ii) the “Storage Allocation for External Ownership Parts” is set as “Automatic” in the “Set Options” activity of “Stock Maintenance” business component.
The system ensures that the inspection details are not modified, if inspection is required for the parts and are provided by the Inspector through “Inspect / Re-certify Parts” activity under “Stock Maintenance” business component. Inspection details can be modified only through “Inspect / Recertify Parts” activity under “Stock Maintenance” business component.
Generation of serial number with loan order reference:
The system generates a serial number for the part that has loan order reference, if the Manufacturer Serial # is available and Serial is not available. The serial number is generated only when the part is ‘serial controlled’ and the serial numbering logic is ‘automatic’. If the serial number generation is “Manufacturer”, then the serial number entered will be considered as the ‘Manufacturer Serial #’ and the same will be copied for the interal serial number.
Generation of lot number with loan order reference:
The system generates lot number for the part that has loan order reference, if the part is “Lot controlled”..
Generation of component number with loan order reference:
If the part is of type "Component" whose “Component ID Generation” is set as “Automatic”, the system generates the component ID. The ownership of the component is updated as “Supplier”, owning agency with the supplier number and the possession status of the component as “Loaned In”.
Updation of information in case of Loan Receipt:
The status of the parts that are moved to the warehouse is updated
The certificate and parameter value details for the part of type “Component” are updated
The Issue Flag is set as “Yes”, for the parts of type “Component” and expense type “Revenue”, but the Rate Tables are not updated. For other parts, the value is taken as zero and the Rate Tables are updated.
For "Serial Controlled" and/or "Lot Controlled" parts, the ownership of the serial number/lot number is updated as "Supplier" and the owning agency is updated as “Supplier Number” in the “Stock Maintenance” business component.
The status of the Loan Order will be updated as “Received”, if the total moved (accepted) quantity equals the loan order quantity.
The status of “Component Possession” is updated to blank.
The “Component Ownership” of the rented component will be updated
Generation of serial number with rental order reference:
The system generates a serial number for the part only when the Part # is serial controlled, and the Part # or Part # and Manufacturer Serial # have been received for the first time and the serial numbering logic is “Automatic”. If the serial number generation is “Manufacturer”, the serial number entered will be considered as the ‘Manufacturer Serial #’, and will be copied as the internal serial number.
Generation of lot number with rental order reference:
The system generates the lot number for the part, if a different lot number is received
Generation of component number with rental order reference:
If the part is of type “Component” whose “Component ID Generation” is set as “Automatic”, the system generates the component ID, sets the ownership of the component as “Owned” and updates the status as “Active”.
Updation of information in case of Rental Receipt:
The status of the parts that are moved to the warehouse is updated
The certificate and parameter value details for the part of type “Component” are updated
The receipt parts are valued at the Average Issue Cost (Rate tables are updated with the average issue cost).The Issue Cost of the rented part is updated as the value for the alternate part received.
The delta values for the parameter are updated. The system calculates the delta values of the parameters from the difference between the parameter values entered in this page and the values stored in rental order. For instance, If for the parameter FH, TSN is entered as “105” in the rental receipt, and “100” was the value in rental order, the value 5 (105 – 100) is used as the delta value for updating the parameter values in “Aircraft” business component.
The possession status of the component is updated as blank.
The status of the rental order will be updated as “Partially Closed” or “Closed”, based on the receipt quantity and pending quantity. If the receipt quantity is equal to the pending quantity, then the rental order will be set to “Closed” Status. If the receipt quantity is less than the pending quantity, then the rental order will be set to “Partially Closed” status.
Status updation details:
If the accepted quantity is greater than or equal to “1”, the loan or rental receipt is saved with the “Confirmed” status.
If the accepted quantity is equal to “0”, the loan or rental receipt is saved with “Rejected” status.
To proceed carry out the following:
Select the “Edit Charge Details” link at the bottom of the page to enter charges details for the loan or rental receipt.
Select the “Record Hazmat Compliance” link at the bottom of the page to record Hazmat compliance details.
Select the “Record Inspection Details” link at the bottom of the page to record inspection details and to re-certify parts
Select the “Edit Loan / Rent Receipt” link at the bottom of the page to modify the details of the loan or rental receipt that has already been defined.
Select the "Upload Documents" link at the bottom of the page to upload any relevant documents pertaining to the loan/rental receipt.
Refer to the topic “Upload Documents” in the “Object Attachments” business component for more details.
Select the “Initialize & Update Component Configuration” link at the bottom of the page to initialize and update the component configuration.
Select the “Initialize Maint. Program & Update Compliance” link at the bottom of the page to maintain and update execution schedule and the actual compliance information for maintenance tasks.
Select the “Receipt Ticket / Routing Slip” link at the bottom of the page to view the receipt ticket/routing slip details.
Select the "View Associated Doc. Attachments" link to view any associated document already uploaded for the loan/rental receipt.
Select the "Manage Part Serial MOD Details" link at the bottom of the page to record / manage the MOD details for the part serial combination.
Select the "Update Part Technical Data Requirements” link at the bottom of the page to record the parameter values and checklist requirements of the part in Loan or rental receipt.
Select the "Update Component Removal Assessment Data” link at the bottom of the page to update the component removal assessment data for the loan or rental receipt.
Refer to the topic “Viewing consolidated document attachments” in the “Object Attachments” business component for more details.
Creating a loan or rental receipt – An overview
In this page you can create a loan or rental receipt. A loan receipt is created on receipt of a part that is loaned into the operator’s inventory whereas a rental receipt is created on receipt of a rented part into the operator’s inventory.
Loan or Rental Receipt details
You can select an appropriate numbering type based on which the loan or rental receipt will be created. You can enter the receipt date and select user status and category.
Consignment Details
You can furnish the goods delivery details such as packing slip number, packing slip date, waybill number, waybill date, gate pass number and gate pass date that accompanies the part shipment. Any comment pertaining to the consignment can be entered.
Receipt Part details
For the part received, you can enter information such as part number, serial number, lot number, component number and the quantity of parts that are received.
Certificate Details
For a part of type component, you can provide certificate information. The type of the certificate issued for the component, date on which the certificate was issued, certificate number, authorization number of the agency issuing the certificate, system tracking reference number can be entered. If the component is under warranty, you can specify the date on which the warranty elapses. You can also supply tag details.
Inspection Details
Before moving to the warehouse, inspection work has to be carried out on the received part. This page allows you to enter inspection details of the part. You can enter details such as the quantity of parts accepted, rejected and quarantined. The person who inspected the part and the inspection date can be specified. You can also provide reasons for rejecting or quarantining a part.
Parameter Details
You can enter the parameter values of the component recorded after inspection. TSN, TSO, TSR, TSI and TSV are the parameter values that can be entered for the component. If warranty is applicable for the component you can enter the value of the parameter based on which the warranty will be tracked.
Warehouse Details
The details warehouse in which the part must be stocked can be specified. You can enter the warehouse code, zone code, bin code and stock status. In the case of rental receipt, you must select the warehouse code that issued the part. You can select a different warehouse only when the “Allow Different Receipt Warehouse” option is set to “Yes” in “Set Options” activity.
Any user defined detail relating to loan or rental receipt and file attachment details can be recorded.
Confirm Loan Receipt or Rental Receipt
You can confirm loan or rental receipt in this page after creation. For more details, refer to the section Confirm Loan or Rental Receipt.
Specify the numbering type for the loan or rental receipt
Specify the user status for the loan or rental receipt
Categorize loan or rental receipt
Specify the consignment details for the parts received
Specify the accepted, rejected and quarantined quantity details
Enter parameter details for component
Define certificate information for component
Identify warehouse, zone and bin for the parts
Confirm a loan or rental receipt
Specify the numbering type for the loan or rental receipt
You can specify the numbering type, which is a combination of the login organization unit and the “Lon / Rental Receipt” transaction type, for the loan or rental receipt that you create.
Set the appropriate numbering type in the “Numbering Type” field for the loan or rental receipt.
Specify the user status for the loan or rental receipt
User status is the user-defined quick code that defines the status of the loan or rental receipt. You can specify the user status for the loan or rental receipt that you create.
Set the user status in the “User Status” field for the loan or rental receipt.
Categorize loan or rental receipt
You can categorize the loan or rental receipt that you create by using the quick codes that are already defined in the “Create Common Category” activity in the “Logistics Common Master” business component.
Set the appropriate option in the “Category” field to categorize the loan or rental receipt.
Specify the consignment details for the parts received
You can enter consignment details for the parts received such as the packing slip, gate pass and way bill details.
Enter the packing slip number in the “Packing Slip #” field.
Enter the packing slip date in the “Packing Slip Date” field.
Enter the way bill number in the “Way Bill #” field.
Enter the way bill date in the “Way Bill Date” field.
Enter the gate pass number in the “Gate Pass #” field.
Enter the gate pass date in the “Gate Pass Date” field.
You can enter the details of the part that is received. Part number, serial number, lot number, component number and the quantity of parts received are the details that can be entered.
Enter the part and serial number details in the “Receipt Part Information” group box.
Enter the quantity of parts received in the “Receipt Qty.” field.
Specify the accepted, rejected and quarantined quantity details
After the inspection of received parts, you can specify the quantity of parts that are accepted, rejected or quarantined. You can also specify the reasons for rejection or quarantine of parts.
Enter the quantity of parts accepted in the "Qty. Accepted” field.
Enter the quantity of parts rejected in the “Rejected Quantity” field.
Enter the quantity of parts quarantined in the ”Quarantined Quantity” field.
Enter parameter details for component
You can enter the details of the parameter values for a part of type “Component”.
Enter the values of parameters and warranty value (if applicable) in the “Parameter Details” multiline.
Define certificate information for component
You can provide details of certificates applicable for the part of type “Component”.
Enter the details in the “Certificate Details” group box.
Identify warehouse, zone and bin for the parts
You can identify the warehouse, zone and bin for the parts to be moved.
Select the appropriate warehouse code, zone code and bin code from fields in the “Storage Information” group box.
Confirm a loan or rental receipt
You can confirm a loan or rental receipt after creation.
Click “Confirm Receipt” pushbutton to confirm loan or rental receipt.