Selecting loan or rental receipt for editing

This page allows you to select a loan or rental receipt for editing. Tell me more

Select the “Edit Loan / Rental Receipt” link under the “Loan / Rental Receipt” business component.

The “Select Receipt” 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.

Enter the following fields in the “Direct Entry” group box if you know the loan or rental receipt number:

Loan / Rental Receipt #

The number identifying the loan receipt or rental receipt for which the details must be edited (Alphanumeric, 40). Ensure that the loan receipt or rental receipt document is already defined in the login organizational unit and is in status “Received”.

Select the “Edit Loan / Rental receipt” link provided alongside to edit the loan or rental receipt details.

To search for a loan or rental receipt

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

Loan / Rental Receipt #	The unique number identifying the loan receipt or rental receipt (Alphanumeric, 40). You can enter the receipt number in full or specify it partially using the “*” character. The system retrieves all loan or rental receipt numbers that are similar to the number entered here.
Status	Use the drop-down list box to select the status of the loan or rental receipt. The system displays the value “Received”. Leave this field blank to retrieve the loan or rental receipt documents irrespective of their status.
Receipt Date From	The starting date in the range of dates during which the loan receipt or rental receipt was created (Date Format). The system lists all the receipt documents that have been raised later than this date. This date must be in the same format as displayed in the “Date Format” field.
Receipt Date To	The ending date in the range of dates during which the loan receipt or rental receipt was created (Date Format). The system lists all the receipt documents that have been raised earlier than this date. This date must be in the same format as displayed in the “Date Format” field. Ensure that this date is later than or the same as the date entered in the “Receipt Date From” field.
Ref. Document	Use the drop-down list box to select the type of reference document for which the loan or rental receipt was created. The system lists the values “Loan Order” and “Rental Order”. The system retrieves all receipt documents created for the reference document type selected here.
Ref. Document #	The number identifying the loan order or rental order (Alphanumeric, 40). You can enter the reference document number in full or specify it partially using the “*” character. The system retrieves all receipt documents with reference document numbers entered here.
Trading Partner #	The unique code identifying the supplier or customer (Alphanumeric, 18). You can enter the trading partner code in full or specify it partially using the “*” character. The system retrieves all receipt document numbers with the trading partner code entered here.
Trading Partner Name	The name of the supplier or customer (Alphanumeric, 18). You can enter the trading partner name in full or specify it partially using the “*” character. The system retrieves all receipt document numbers with the trading partner name entered here.
Part #	The part number for which the loan receipt or rental receipt is created (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all receipt documents raised for the part number entered here.
Part Description	The textual description of the part (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character.
Serial #	The serial number of the part (Alphanumeric, 40). You can enter the serial number in full or specify it partially using the “*” character.
Component #	The number identifying the component for which the loan or rental receipt is created (Alphanumeric, 90). You can enter the component number in full or specify it partially using the “*” character.
User Status	Use the drop-down list box to select 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 select 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.

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

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

Loan / Rental Receipt #	The loan receipt or rental receipt number defined in the system.
Status	The status of the loan or rental receipt, which could be “Received”.
Receipt Date	The date on which the loan receipt or rental receipt was created.
Ref. Document	The type of reference document for which the loan or rental receipt was created which could be “Loan Order” or “Rental Order”.
Ref. Document #	The number identifying the loan order or rental order.
Trading Partner #	The unique code identifying the supplier or customer.
Trading Partner Name	The name of the supplier or customer.
Part #	The part number for which the loan receipt or rental receipt was created.
Part Description	The textual description of the part.
Serial #	The serial number of the part.
Component #	The number identifying the component for which the loan or rental receipt is created.
User Status	The user status of the loan receipt or rental receipt.
Category	The category of the loan receipt or rental receipt.

Enter the following field to specify the reason for canceling the loan or rental receipt:

Reason

The reason pertaining to the cancellation of loan receipt or rental receipt (Alphanumeric, 2000).

Check the box in the “Select” column of the multiline to cancel the loan or rental receipt.
Click the “Cancel Receipt” pushbutton to cancel the loan or rental receipt.

The system changes the status of the loan or rental receipt to “Canceled”.

Click the hyperlinked loan or rental receipt number for editing.

Selecting loan or rental receipt for editing – An overview

This page allows you to select a loan or rental receipt for editing. If you know the receipt number you can directly enter it. Or, you can carry out a search based on the loan or rental receipt number, status, range of receipt creation dates, reference document type, reference document number, trading partner code, trading partner name, part, part description, component number, serial number, user status and category. The system retrieves the search results in the multiline.