contents RAMCO AVIATION SOLUTION ENHANCEMENT NOTIFICATION Version 5.8.1 Materials © 2017 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged Ramco Aviation Solution ramco © 2017 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged. This document is published by Ramco Systems Ltd. without any warranty. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the written permission of Ramco Systems Limited. Improvements and changes to this text necessitated by typographical errors, inaccuracies of current information or improvements to software programs and/ or equipment, may be made by Ramco Systems Limited, at any time and without notice. Such changes will, however, be incorporated into new editions of this document. Any hard copies of this document are to be regarded as temporary reference copies only. The documentation has been provided for the entire Aviation solution, although only a part of the entire solution may be deployed at the customer site, in accordance with the license agreement between the customer and Ramco Systems Limited. Therefore, the documentation made available to the customer may refer to features that are not present in the solution purchased / deployed at the customer site. Ramco Aviation Solution contents WHAT’S NEW IN PART ADMINISTRATION? ............................... 5 Ability to attach documents justifying Alternate part definitions .......................... 5 Background ............................................................................................................................... ........................................................... 5 Change Details ............................................................................................................................... ..................................................... 5 WHAT’S NEW IN PROCUREMENT? .............................................. 8 Ability to procure parts on behalf of customer .......................................................... 8 Background ............................................................................................................................... ........................................................... 8 Change Details ............................................................................................................................... ..................................................... 8 Ability to amend the PO Currency after authorization ........................................... 25 Background ............................................................................................................................... ........................................................ 25 Change Details ............................................................................................................................... .................................................. 25 WHAT’S NEW IN REPAIR ORDER? ............................................ 26 Ability to Specify Quote at RO Part # / Qty. Level .................................................... 26 Background ............................................................................................................................... ........................................................ 26 Change Details ............................................................................................................................... .................................................. 26 Ability to display Asset No., Asset Tag and Book Value in RO Quote tab ............ 31 Background ............................................................................................................................... ........................................................ 31 Change Details ............................................................................................................................... .................................................. 31 WHAT’S NEW IN GOODS INWARD? ......................................... 32 Ability to allow receipt of authorized Repair Order Quote - Qty ........................... 32 Background ............................................................................................................................... ........................................................ 32 Change Details ............................................................................................................................... .................................................. 32 WHAT’S NEW IN STOCK RETURN? ........................................... 33 Ability to search return documents for a specific date range i. e., created from and to date, in Edit and View Return screens ........................................................... 33 Background ............................................................................................................................... ........................................................ 33 Change Details ............................................................................................................................... .................................................. 33 Ramco Aviation Solution WHAT’S NEW IN STOCK ANALYSIS? ........................................ 34 Ability to delete replenishment definition from Manage Stock Replenishment 34 Background ............................................................................................................................... ........................................................ 34 Change Details ............................................................................................................................... .................................................. 34 WHAT’S NEW IN LOAN ORDER AND RENTAL ORDER? ......... 35 Provision to upload documents against Loan and Rental Orders ......................... 35 Background ............................................................................................................................... ........................................................ 35 Change Details ............................................................................................................................... .................................................. 35 Ability to update Rental Order as Sale when customer buys the rented part .... 37 Background ............................................................................................................................... ........................................................ 37 Change Details ............................................................................................................................... .................................................. 37 WHAT’S NEW IN CYCLE COUNT? ............................................. 39 Ability to manage Cycle Count for a specific set of bins ......................................... 39 Background ............................................................................................................................... ........................................................ 39 Change Details ............................................................................................................................... .................................................. 39 WHAT’S NEW IN STOCK MAINTENANCE?............................... 42 Ability to view files attached against a Part- Serial/ Lot # received externally ..... 42 Background ............................................................................................................................... ........................................................ 42 Change Details ............................................................................................................................... .................................................. 42 WHAT’S NEW IN COLLABORATOR? ......................................... 43 Usability Improvements ............................................................................................... 43 Background ............................................................................................................................... ........................................................ 43 Change Details ............................................................................................................................... .................................................. 43 contents 5 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN PART ADMINISTRATION? Ability to attach documents justifying Alternate part definitions Reference: AHBG- 8904 Background Alternate Parts or Interchangeable Parts definition is quite common in Aviation industry. There can also be Conditional Alternate Parts or Customer specific Alternate Parts defined for a given Part #. Business need is to have a provision to attach the document referring which the Alternate part definition is made. In addition, a provision to upload the various documents related to a part is required. Change Details Maintain Alternate Part Nos screen: • A new editable help enabled column ‘ File Name’ is added in the Direct Alternate Part Details multiline and Conditional Alternate Part Details multiline • A link View File’ is provided below each multiline to view the file referenced in the multiline • Two links ‘ Upload Documents’ and ‘ View Associated Doc. Attachments’ will be provided for Direct Alternates as well as Conditional Alternates to upload / view the documents against the Alternate Part defined. View Alternate Part Nos screen: • A new display only column ‘ File Name’ is added in Direct Alternate Part Details and Conditional Alternate Part Details multiline, to view the file displayed. • ‘ View Associated Doc. Attachments’ link will be provided for Direct Alternates as well as Conditional Alternates to view the files uploaded for the parts in the multiline. Other Part Administration screens: The links " Upload Documents" and " View Associated Doc. Attachments" are added in the following screens to facilitate uploading of documents against a part. • Create Parts Main Information • Edit Main Information • Maintain Maintenance Info for Part • Maintain Planning Info • Maintain Purchase Info • Maintain Sales Info The link " View Associated Doc. Attachments" is added in the following screens to facilitate view of the documents uploaded against a part. • View Part Information • View Maintenance Info for Part 6 | Enhancement Notification Ramco Aviation Solution • View Planning Info • View Purchase Info • View Sales Info Exhibit 1: Identifies the controls added in Maintain Alternate Part Nos screen Exhibit 2: Identifies the controls added in View Alternate Part Nos screen New links added New field added New field added New links added 7 | Enhancement Notification Ramco Aviation Solution Exhibit 3: Identifies the links added in Edit Main Information screen New links added 8 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN PROCUREMENT? Ability to procure parts on behalf of customer Reference: AHBG- 5707, AHBG- 7506 Background Currently if a part is being procured for a customer, first the part has to be bought by the login organization and then it would have to be sold by creating a sale order. Under this enhancement, system would be able to capture, for whom the part is being procured. Now, a choice is provided to procure parts for a customer or for the login organization. If the part is being procured for a customer, the customer #, customer name and PO and Invoice Organization of the customer would also be tracked. Using this feature, one can procure parts for group companies of the organization unit, or for an external customer. Also, invoice could be raised for the purchase made, in the respective group companies. Change Details In order to address the business need, changes are made in following business components: • Purchase Request. • Purchase Order • Exchange Issue. Following new set options are added to enable Purchase on behalf of Customer in Purchase Option Settings screen under Logistics Common Master business component. • Option setting ‘ Purchase Order on behalf of Customer’ is added and the option can be set as o Applicable - Parts can be procured on behalf of customer. o Not Applicable - Parts cannot be procured on behalf of customer. • Option setting ‘ Default value for ' Purchase for'?’ is added and the option can be set as o Self - ‘ Purchase for’ drop- down will be defaulted with the value ‘ Self’ in Create Purchase Request and Create Purchase Order screens. o Customer - ‘ Purchase for’ drop- down will be defaulted with the value ‘ Customer’ in Create Purchase Request and Create Purchase Order screens. • Option setting ‘ Purchase Order on behalf of Trading Partner’ is now renamed as ‘ Purchase Order on behalf of Supplier’ and the option can be set as o Applicable - Parts can be procured on behalf of supplier. o Not Applicable - Parts cannot be procured on behalf of supplier. Changes in Purchase Request In the Create Purchase Request screen under the Purchase Request component, following changes are made: • A new section ' Purchase for & Expense Details' is added in the header. Under this section, the following controls are available: o A new drop- down ‘ Purchase for’ is added and this will be loaded with the values ‘ Customer’ 9 | Enhancement Notification Ramco Aviation Solution and ‘ Self’, based on the option setting ‘ Purchase Order on behalf of Customer’. If this option setting is set as ‘ Not Applicable’, the value ‘ Customer’ will not be loaded. o New editable control ‘ Pur. for Trading Partner #’ is added to provide the customer for whom the procurement needs to be initiated o Display only controls ‘ Trading Partner Name’ and ‘ PO & Inv. Org.’ are added. o The drop- down control ‘ Expense to’ is moved into this section from the PR document information section. o New button ‘ Go’ is added and this will retrieve the information as following. i. If Purchase for is selected as ‘ Customer’ and a valid Trading Partner # is selected, click of Go should retrieve the Trading partner Name from the Customer business component. ii. ' PO & Inv. Org.' will be retrieved with the name of the Company mapped to the Customer # entered ( if the Customer is a Group Company). If the entered Customer # is not a group company, then PO & Inv. Org. will be retrieved with the login Company’s name. iii. Numbering Type drop- down will be loaded and defaulted with the Numbering Type defined for the Purchase Request transaction for the Trading partner # as defined in the Customer business component. Exhibit 1: Identifies the ' Purchase for & Expense Details' section added in Create Purchase Request screen In the Select Purchase Request screen in Edit / Cancel Purchase Request activity under the Purchase Request component following changes are made:  A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with values ‘ Self’, ‘ Customer’ and ‘ Blank’.  Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. New section added 10 | Enhancement Notification Ramco Aviation Solution Exhibit 2: Identifies the changes in Select Purchase Request screen in the Edit / Cancel Purchase Request activity  If the ‘ Purchase for’ ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Requests with the Trading Partner # or Name matching the entered value will be retrieved.  In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Edit / Cancel Purchase Request screen under the Purchase Request component following changes are made:  A new section ' Purchase for & Expense Details' is added in the header. Under this section, the following controls are available: • A new drop- down control ‘ Purchase for’ is added and this will be loaded with the values control will be loaded with ‘ Customer’ and ‘ Self’. • New controls ‘ Pur. for Trading Partner #’, ‘ Trading Partner Name’, ‘ PO & Inv. Org.’ are added. New controls added in the multiline New controls added in Search Criteria 11 | Enhancement Notification Ramco Aviation Solution Exhibit 3: Identifies the changes in Edit / Cancel Purchase Request screen • If ‘ Purchase for’ is selected as ‘ Customer’, after entering a valid Trading Partner # ( Customer #), the Trading partner Name will be retrieved as the Customer Name from the Customer business component. • ' PO & Inv. Org.' will be retrieved with the name of the Company mapped to the Customer # entered ( if the Customer is a Group Company). If the entered Customer # is not a group company, then PO & Inv. Org. will be retrieved with the login Company’s name. In the Authorize Purchase Request screen under the Purchase Request component following changes are made:  A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the Values ‘ Self’, ‘ Customer’ and ‘ Blank’.  Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 4: Identifies the changes in Authorize Purchase Request screen New controls added in the multiline New controls added in Search Criteria New section added 12 | Enhancement Notification Ramco Aviation Solution  If the ‘ Purchase for’ ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the edit box near the drop- down, then all the Purchase Requests with the Trading Partner # or Name matching the entered value will be retrieved.  In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Short Close Purchase Request screen under the Purchase Request component following changes are made:  A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the values ‘ Self’, ‘ Customer’ and ‘ Blank’.  Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 5: Identifies the changes in Short Close Purchase Request screen • If the ‘ Purchase for’ ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Requests with the Trading Partner # or Name matching the entered value will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Selective Short Close Purchase Request screen in Short Close Purchase Request Activity under the Purchase Request component following changes are made.  A new section ' Purchase for & Expense Details' is added in the header. Under this section, new controls ‘ Purchase for’, ‘ Pur. for Trading Partner #’, ‘ Trading Partner Name’, ‘ PO & Inv. Org’ are added. New controls added in Search Criteria New controls added in the multiline 13 | Enhancement Notification Ramco Aviation Solution Exhibit 6: Identifies the changes in Selective Short Close Purchase Request screen under Short Close Purchase Request activity In the Select Purchase Request screen in View Purchase Request Activity under the Purchase Request component following changes are made.  A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the values ‘ Self’, ‘ Customer’ and ‘ Blank’.  Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline Exhibit 7: Identifies that changes in Select Purchase Request screen under View Purchase Request activity • If the ‘ Purchase for’ ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Requests with the Trading Partner # or name matching the entered value will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. New section added New controls added in the multiline New controls added in Search Criteria 14 | Enhancement Notification Ramco Aviation Solution In the View Purchase Request screen & Activity under the Purchase Request component following changes are made.  A new section ' Purchase for & Expense Details' is added in the header. Under this section, new controls ‘ Purchase for’, ‘ Pur. For Trading Partner #’, ‘ Trading Partner Name’ and ‘ PO & Inv. Org.’ are added. Exhibit 8: Identifies the changes in View Purchase Request screen Changes in Purchase Order: In the Create Purchase Order screen under the Purchase Order component following changes are made: In the ' Purchase for & Expense Details' section, • A new button ' Go' is added and the UI task in the Trading partner # field is removed. • A Check- box ' Billable to Customer?' is added • A new value ‘ Customer’ is made available in ‘ Purchase for’ drop- down. Exhibit 9: Identifies changes made in Create Purchase Order screen New section added New controls added 15 | Enhancement Notification Ramco Aviation Solution • If ‘ Purchase for’ is selected as ‘ Customer’, on click of ‘ Go’ button after entering a valid Trading Partner # ( Customer #), the Trading partner Name will be retrieved as the Customer Name from the Customer business component. • ' PO & Inv. Org.' will be retrieved with the Organization Unit mapped to the Group Company defined in the Customer master for the Trading partner # entered. If the entered trading partner # is not a group company, then PO & Inv. Org. will be retrieved with the login OU. • Numbering Type drop- down will be loaded and defaulted with the Numbering Type defined for the Purchase Order transaction for the Trading partner # as defined in the Customer business component. • ‘ Billable to Customer?’ can be checked to specify whether the invoice of the purchase order should be billed to the customer. Note: In addition to it, a check- box to indicate if the Purchase Order is raised as a Subcontract order for manufacturing the parts is added. In the PR Based PO screen under the Purchase Order component following changes are made. • A new button ‘ Go’ and a check box ‘ Billable to Customer?’ is added In the ' PO Details' section, • In the Search Criteria section, a new drop- down control ' Purchase for' along with the editable field is added • In the ‘ Search Results’ multiline, two new columns ' Purchase for' and ' Trading Partner' are added. Exhibit 10: Identifies changes made in PR Based PO screen • If ‘ Purchase for’ is selected as ‘ Customer’, on click of ‘ Go’ button after entering a valid Trading Partner # ( Customer #), the Trading partner Name will be retrieved as the Customer Name from the Customer business component. • ' PO & Inv. Org.' will be retrieved with the Organization Unit mapped to the Group Company defined in the Customer master for the Trading partner # entered. If the entered trading partner # is not a New controls added New control added New controls added in the multiline 16 | Enhancement Notification Ramco Aviation Solution group company, then PO & Inv. Org. will be retrieved with the login OU. • Numbering Type drop- down will be loaded and defaulted with the Numbering Type defined for the Purchase Order transaction for the Trading partner # as defined in the Customer component. • Billable to Customer can be checked to specify whether the invoice of the purchase order should be billed to the customer. • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Requests with the Trading Partner # or Name matching with the entered value will be retrieved. • In the Search Results, Purchase For will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Quotation Based PO screen under the Purchase Order component following changes are made: • A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the values ‘ Self’, ‘ Customer’ and ‘ Blank’. • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 11: Identifies the changes in Select Quotation screen under Quotation Based PO activity • All the Quotation documents created with reference to the RFQ documents which in turn have reference to Purchase Requests having ' Self/ Customer' selected as ‘ Purchase for’, should be retrieved in the search results based on ‘ Purchase for’ selection. • ‘ Purchase for’ column should be displayed with Self/ Customer, if PRs of those type are available. Trading Partner Column should be displayed with Trading Partner # and name in concatenation, if available. In the Select Purchase Order screen in Cancel / Edit Purchase Order activity under the Purchase Order component following changes are made: • A new drop- down control ' Purchase for' is added in the search criteria and this should be loaded with the values ‘ Customer’, ‘ Supplier’, ‘ Self’ and ‘ Blank’. • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. New control added New controls added in the multiline 17 | Enhancement Notification Ramco Aviation Solution Exhibit 12: Identifies changes made in Select Purchase Order screen of Cancel / Edit Purchase Order activity • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner # or Name matching with the entered value will be retrieved. • In the ‘ Search Results’ multiline, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Cancel / Edit Purchase Order screen under the Purchase Order component following changes are made: • In the ' Purchase for & Expense Details' section, o A new button ' Go' is added and the UI Task in the Trading partner # field is removed. o A Check- box ' Billable to Customer?' is added Exhibit 13: Identifies the changes in Edit Purchase Order screen under Cancel / Edit Purchase Order activity New control added New controls added in the multiline New control added 18 | Enhancement Notification Ramco Aviation Solution • If ‘ Purchase for’ is selected as ‘ Customer’, on click of ‘ Go’ button after entering a valid Trading Partner # ( Customer #), the Trading partner Name will be retrieved as the Customer Name from the Customer business component. • ' PO & Inv. Org.' will be retrieved with the Organization Unit mapped to the Group Company defined in the Customer master for the Trading partner # entered. If the entered trading partner # is not a group company, then PO & Inv. Org. will be retrieved with the login OU. • ‘ Billable to Customer’ can be checked to specify whether the invoice of the purchase order should be billed to the customer. In the Authorize Purchase Order screen under the Purchase Order component following changes are made: • New drop- down controls ' Purchase for' and a new check box ' View Part Info' are added in the search criteria • New Columns ‘ Purchase for’, ‘ Trading Partner #’, ‘ Part #’, ‘ Part Description’, ‘ Qty.’, ‘ UOM’, ‘ Value’ and ‘ Earliest Due Date’ are added in the multiline. Exhibit 14: Identifies the changes in Authorize Purchase Order screen • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner # or Name matching the entered value will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. • If View Parts Info. Checkbox is checked, Part #, Part Description, Qty., UOM, Value and Earliest Due Date values will be displayed in the search results, as saved in the PO. In the Select Purchase Order screen in Amend Purchase Order activity under the Purchase Order component following changes are made: New control added New controls added in the multiline 19 | Enhancement Notification Ramco Aviation Solution • A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the values ‘ Customer’, ‘ Supplier’, ‘ Self’ and ‘ Blank’. • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 15: Identifies the changes in Select Purchase Order screen of Amend Purchase Order activity • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner in it will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Amend Purchase Order screen under the Purchase Order component a new ' Billable to Customer?' check box is added in section ' Purchase for & Expense Details' Exhibit 16: Identifies the changes made in Amend Purchase Order screen New control added New controls added in the multiline New control added 20 | Enhancement Notification Ramco Aviation Solution • Saved value in PO will be displayed at screen launch in the control ‘ Billable to Customer?’. • ‘ Billable to Customer?’ can be checked to specify whether the invoice of the purchase order should be billed to the customer. In the Hold/ Release Purchase Order screen under the Purchase Order component following changes are made. • A new control ' Purchase for' ( Drop- down and editable control without caption) is added in the search criteria • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline ( Display only controls) Exhibit 17: Identifies changes made in Hold/ Release Purchase Order screen • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner in it will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Short Close Purchase Order screen under the Purchase Order component following changes are made. • A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the values ‘ Customer’, ‘ Supplier’, Self’ and ‘ Blank’. • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. New control added New controls added in the multiline 21 | Enhancement Notification Ramco Aviation Solution Exhibit 18: Identifies changes made in Short Close Purchase Order screen • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner in it will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the Select Purchase Order screen in the View Purchase Order activity under the Purchase Order component following changes are made. • A new drop- down control ' Purchase for' is added in the search criteria and this will be loaded with the value ‘ Customer’, ‘ Supplier’, ‘ Self’ and ‘ Blank’. • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 19: Identifies changes made in Select Purchase Order screen of View Purchase Order New control added New controls added in the multiline New control added New controls added in the multiline 22 | Enhancement Notification Ramco Aviation Solution • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Orders pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Orders will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Orders with the Trading Partner in it will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. In the View Purchase Order screen under the Purchase Order component, a new display only field ' Billable to Customer?' is added in section ' Purchase for & Expense Details'. Exhibit 20: Identifies the changes in View Purchase Order screen • Saved value in PO will be displayed at screen launch in the control ‘ Billable to Customer?’. ‘ Billable to Customer?’ is checked to specify whether the invoice of the purchase order should be billed to the customer. In the PR Based RFQ screen under the Purchase Order component following changes are made: • A new control ' Purchase for' ( Drop- down and editable control without caption) is added in the search criteria • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline ( Display only controls) New controls added in the multiline 23 | Enhancement Notification Ramco Aviation Solution Exhibit 21: Identifies changes made in View Purchase Order screen • If the Purchase for ( Self/ Customer) is selected in the search criteria, Purchase Requests pertaining to the selected ‘ Purchase for’ will be retrieved. If it is left blank, then all the Purchase Requests will be retrieved. If some value is specified in the Edit box near the drop- down, then all the Purchase Requests with the Trading Partner in it will be retrieved. • In the Search Results, ‘ Purchase for’ will be displayed with the value saved in the Purchase Request document. Trading partner field will be displayed with the concatenation of the Trading partner # and Name. Changes in Stock Issue In the Select Purchase Order screen in the Create Exchange Issue activity under the Purchase Order component, following changes are made: • Two new columns ' Purchase for' and ' Trading Partner' are added in the multiline. Exhibit 22: Identifies changes made in Select Purchase Order screen of Create Exchange Issue activity New control added New controls added in the multiline New controls added in the multiline 24 | Enhancement Notification Ramco Aviation Solution In the ‘ Search Results’ multiline, ‘ Purchase for’ will be displayed with the value saved in the Purchase Order document. ‘ Trading partner’ field will be displayed with the concatenation of the Trading partner # and Name if available. Note: • Purchase Request of type ‘ Others’ can alone have the ‘ Purchase for’ set as ‘ Customer’. • Whenever automatic Purchase Request is triggered during replenishment or when Purchase Request is created against a MR from Plan Material, the ‘ Purchase for’ in the PR will be defaulted with ‘ Self’ or ‘ Self/ Customer’ based on the option set for ‘ Purchase for Customer’ in the Customer master. • Purchase Orders of type ‘ General’, ‘ Express’ and ‘ Exchange’ can alone have the ‘ Purchase for’ set as ‘ Customer’. • Whenever automatic Purchase Order is triggered during replenishment or claim acceptance, then the ‘ Purchase for’ will be defaulted with ‘ Self’ or ‘ Self/ Customer’ based on the option set for ‘ Purchase for Customer’ in the Customer master. • Whenever ‘ Purchase for’ is selected as ‘ Customer’, then the A/ C Reg. # entered in the PO/ PR should belong to the customer # entered as Pur. For Trading partner #. • The parts received against the Purchase Orders on behalf of Customer will be received in Customer Owned stock statuses with zero value. To facilitate this, the transaction type ‘ Regular Purchase’ shall be retrieved even for Customer Owned stock statuses in the Edit Transaction Mapping screen in User Defined Stock Status business component. • Similarly, when an exchange issue is created against a PO with ‘ Purchase for’ as ‘ Customer’, then only that Customer’s stock will be allowed to be issued from inventory 25 | Enhancement Notification Ramco Aviation Solution Ability to amend the PO Currency after authorization Reference: AHBG- 7356 Background Purchase order is a transaction which is used to track procurement of a part from a desirable source. The currency in which the transaction is done is a key element in the Purchase Order as it determines the amount to be paid to the supplier. Business need is the ability to amend the PO currency, if the buyer comes to know that a Supplier is not transacting in a given currency after the PO is released to the supplier. Today, as this capability is not available, buyer needs to shortclose the PO and create a new PO. Change Details 1. ‘ PO Currency’ ( display only) field in the Amend Purchase Order screen is modified to a drop- down control and the values shall be loaded in a similar way as handled in Edit Purchase Order screen. 2. Currency modification will be restricted if any receipt is recorded against the Purchase Order. The committed amount of the Capex Proposal # and the TCD values should be updated based on the modified currency. Exhibit 1: Identifies the PO Currency drop- down modified in Amend Purchase Order screen Display only field is changed to drop- down 26 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN REPAIR ORDER? Ability to Specify Quote at RO Part # / Qty. Level Reference: AHBG- 47 Background In aviation industry, MRO’s send parts for external repairs very frequently. Parts can be sent individually or grouped and sent. However Repair Orders are created with multiple parts to reduce the processing cost and convenience. However repair agencies provide repair quote as when it is inspected. Currently in Ramco Aviation, there is no provision to record repair quote partially and can be entered only when quote for all the parts / quantities is received. This would also affect the delivery schedule as authorization and receipt as they can be performed only after providing the quote for all the parts. The enhancement provides the following features: 1. Ability to record quote partially for the parts in a repair order either at the Part level or Part Qty. level based on Repair Quotation. 2. Ability to authorize the partial Qty recorded in the Repair Order. 3. Ability to receive the partial authorized qty. Change Details A new set option ‘ Repair Quote Recording option’ is added under category ‘ Repair Order’ in Purchase Option Settings activity under the Logistics Common Master business component to facilitate recording of partial Quote. It can be set as Document level or Line level. Exhibit 1: Identifies the set option added in ‘ Purchase Option Settings’ screen New Set option Added 27 | Enhancement Notification Ramco Aviation Solution If the user selects the set option as ‘ Document Level’ i. e. ‘ 0’, then the existing functionality will be retained i. e., Quote should be provided for all the parts in the repair order at the same time. If the user selects the set options as ‘ Line Level’ i. e., ‘ 1’, then the user will be able to record the quote at RO line / Qty. level. A new activity Manage Repair Quote is added in Repair Order business component. Refer the below screen shots for more details. Manage Repair Quote screen can be used for recording / amending repair order quote. A new control “ Quote Status” is added which specifies if quote is specified for some parts or all parts. If Quote Status is displayed as a) Blank, then quote is not entered for any parts in the RO. b) ‘ Partial’, then quote is provided for some parts in the RO. c) ‘ Complete’, then quote is provided for all qty in the RO. Exhibit 2: Identifies the new activity ‘ Manage Repair Quote’ screen Some of the features / advantages of Manage Repair Quote screen are: 1. It is also possible to provide the cost if the cost is different for some parts within the same line by splitting the qty. For example, if Repair order is created for 10 qty of part P1 and the Repair Quote are received as $ 1000 for 5 qty and $ 1500 for the other 5 qty, then the RO line can be split and cost can be recorded separately. It is not required to add the cost as $ 2500 for 10 qty which averages the cost of repair as $ 250 per unit. 2. By using the new screen, it is possible to specify partial Qty as ‘ BER by Operator’. It is also possible to Partial Quote can be specified 28 | Enhancement Notification Ramco Aviation Solution specify some parts as ‘ BER by Operator’ and some as ‘ BER by Repair Shop’ within the same RO part #. 3. Provision to view the cost summary of the repair order in card format. 4. Specify Labor Cost, Misc. Cost and Material Cost at Part level. 5. Ability to Record Material Cost at Quote line # level. 6. Provision to confirm RO in the same screen rather than moving to Confirm RO Screen. 7. It is possible to view all amendments of RO Quote in the same screen. 8. Provide the Delivery Date and Receiving / Invoice Notes. Delivery Date provides info on the planned delivery date after repair and Receiving / Invoice Notes provided is displayed while receiving or invoicing. 9. If Claim Acceptance Status is set as ‘ Partially Accepted’, then Claim Accepted On can be selected as ‘ Labor’, ‘ Material’, ‘ Partial’ and ‘ Others’. In Authorize Repair Order screen, a new control “ Quote Status” is added and is hyperlinked. On clicking the hyperlinked Quote Status, the Manage Repair Quote will open in view mode without save buttons and editable links. Authorization will happen only for the parts which are in Confirmed Status. Exhibit 3: Identifies the changes in Authorize Repair Order screen A new activity Help on Repair Order” is provided so that users can search for the Repair Order # based on the information provided. Search can be performed based on parameters like Repair Shop Name, RO Status, RO Date etc. Quote status is added 29 | Enhancement Notification Ramco Aviation Solution Exhibit 4: Identifies the Help on Repair Order screen In Record Material Cost screen, Quote Line # / Part # and Quote Part Desc are added so that the Material Cost is recorded against the required part #. By using this screen, it is possible to record / amend the split up of material cost at the Quote line / Part # level. Exhibit 5: Identifies the changes in ‘ Record Material Cost’ screen In View Quotation History screen, provision is given to view quotation history at Line / Part # level. Also it is possible to view the split up of the total repair cost i. e, Repair Cost, Exchange Cost, Salvage Cost and BER Cost along with the Serial / Lot Information across various amendments. Quote Line # / Part # is added 30 | Enhancement Notification Ramco Aviation Solution Exhibit 6: Identifies the changes in View Quotation History screen In View Repair Cost History screen, provision is given to view Repair Cost History of part # in a specific repair shop or across repair shops. Also it is possible to view the split up of the total repair cost i. e, Repair Cost, Exchange Cost, Salvage Cost and BER Cost along with the Serial / Lot Information across various amendments. Exhibit 7: Identifies the changes in ‘ View Repair Cost History’ screen Line / Part # is added New Controls added 31 | Enhancement Notification Ramco Aviation Solution Ability to display Asset No., Asset Tag and Book Value in RO Quote tab Reference: AHBG- 8747 Background As the case with any Operator, Cost of Repair and TAT are the key elements for any Repair. If the Quoted Repair Cost is more than the maximum permissible repair cost, then the part will be termed as Beyond Economic Repair ( BER). In case of BER scenario for any capital asset parts, Book value of the Asset will help Repair Administrator to take BER decision. Business need is to provide the facility to display the Asset ID, Asset Tag No, Book Value and Quote Line # in Manage Repair Quote screen. Change Details New columns ‘ Asset No.’, ‘ Asset Tag’, ‘ Book Value’ and ‘ Quote Line #’ are added in the Manage Repair Quote screen under the Repair Order business component. Exhibit 1: Identifies the changes in Manage Repair Quote screen under Repair Order business component. Display of Asset No., Asset Tag No, Book Value and Quote Line # 32 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN GOODS INWARD? Ability to allow receipt of authorized Repair Order Quote - Qty Reference: AHBG- 512 Background In aviation industry, MRO’s send parts for external repairs very frequently. Parts can be sent individually or grouped and sent. However Repair Orders are created with multiple parts to reduce the processing cost and convenience. Also repair agencies provide repair quote as when it is inspected. Currently in Ramco Aviation, there is no provision to record repair quote partially and can be entered only when quote for all the parts / quantities is received. This would also affect the delivery schedule as authorization and receipt as they can be performed only after providing the quote for all the parts. Business need is to provide an ability to receive the partial authorized qty in Repair Order. Change Details In Manage Goods Receipt screen, new controls ‘ Delivery Date’ and ‘ Ref. Doc. Notes’ are added in the ' Part details' tab to facilitate receipt of parts against the RO Quote line #. Existing column ‘ Unit Rate’ will be used to display the unit repair cost. The Parts will be fetched in the Repair Receipt based on the number of Quote lines available in Repair Order. For Example, if Repair order is created for 10 qty of part P1 ( None controlled) and the Repair Quote is received as $ 1000 for 5 qty and $ 1500 for the other 5 qty, then the RO line will be split and cost can be recorded separately. On receiving the parts through Repair Receipt, two lines will be displayed in Part Details multiline with unit cost $ 200 and $ 300 respectively. If 5 qty is received with 3 @ $ 200 and 2 @ $ 300, then it can be entered in two different lines against the specified Unit Cost. Exhibit 1: Identifies the changes in Manage Goods Receipt screen New Columns Added 33 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN STOCK RETURN? Ability to search return documents for a specific date range i. e., created from and to date, in Edit and View Return screens Reference: AHBG- 7576 Background During Aircraft / Component maintenance, Maintenance Supervisor / Mechanic would manually create a Return for Main Core as well as Excess Return upon completion of Job. Later Mechanic will collect all the parts available in the work center and move them to Warehouse in one instance. Processing of several return documents in one instance is cumbersome for the warehouse clerk. Processing can be simplified if the return documents are processed based on the Return creation date. Business need is to have a provision to search the return document based on Return creation Date in Edit Return, Confirm Return and View Return screens. Change Details In order to facilitate search of Return based on Return creation date, new editable fields “ Return Date: From/ To” is provided in Search Criteria section. If the value From Date and To Date is chosen and search button is clicked, then, system will retrieve those Stock Returns that are created during the Date range specified. Similar changes are done in the following screens. 1. Select Return screen under Edit Return activity 2. Select Return Document screen under View Return activity 3. Confirm Return activity Exhibit 1: Identifies the changes in Select Return screen under Edit Return activity Search based on the Return Creation Date 34 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN STOCK ANALYSIS? Ability to delete replenishment definition from Manage Stock Replenishment Reference: AHBG- 6420 Background Manage Stock Replenishment screen provides the ability to compute replenishment level of parts in a warehouse and / or update replenishment levels. As the part consumption pattern is not fixed in aviation industry, few parts could turn non- moving for which automatic replenishment definition is no more required. Business need is to provide an ability to delete replenishment definitions for such parts from Manage Stock Replenishment screen itself, as and when replenishment levels are calculated. Change Details A new button ' Delete Parts' is added in Manage Stock Replenishment screen to delete the replenishment definition of parts from Planning Parameters. ‘ Delete Parts’ button will appear in the screen once the document attains ‘ Processed’ status. On click of this button, a pop- up message will be displayed to notify the user to ensure if deletion of the parts from the warehouse planning parameters definition is required. On click of ' Continue', the replenishment definition for the selected parts will be deleted from Warehouse Planning Parameters. On click of ' Close', the pop- up will close without any action being performed. Once the replenishment definition is deleted from Warehouse Planning Parameters, the ‘ Updated?’ flag in the multiline will get updated as ‘ Deleted’ for the selected parts. Exhibit 1: Identifies the button and pop up added in Manage Stock Replenishment screen New Button Added New Line Status Added New Pop- up added 35 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN LOAN ORDER AND RENTAL ORDER? Provision to upload documents against Loan and Rental Orders Reference: AHBG- 6224 Background In aviation industry, operators loan and rent components / engines quite frequently especially under AOG situations. It is quite obvious that there would be important documents such as Loan / Rental agreements, part certificates and many more associated with the Loan / Rental Orders. Currently in Ramco M& E, there is no provision to upload the documents against Loan/ Rental Orders and to view the same. Business need is to prvovide an ability to upload relevant documents against the loan / rental orders and to view the uploaded documents. Change Details Two new links Upload Documents and View Associated Doc. Attachments have been added in the following screens to facilitate upload of documents and to view to the uploaded documents against the Loan / Rental orders. • Loan Order o Create Loan Order o Edit Loan Order o Amend Loan Order o Close Loan Order o View Loan Order • Rental Order o Create Rental Order o Edit Rental Order o Amend Rental Order o View Rental Order 36 | Enhancement Notification Ramco Aviation Solution Exhibit 1: Identifies links added in Create Loan Order screen Exhibit 2: Identifies links added in Create Rental Order screen New links added New links added 37 | Enhancement Notification Ramco Aviation Solution Ability to update Rental Order as Sale when customer buys the rented part Reference: AHBG- 5541 Background In aviation industry, many times there are heavy lead times for procuring a part, or part might not be simply available for sale at that time. In such cases there is a need to rent a part. For renting a part, analysis of customer requirements is done and stock review is taken. Subsequently, rental charges are analyzed and rental order is set for processing. Finally the rental order is authorized and the part is issued for shipment. Now, after using that part for some period of time, if the customer decides to buy it, and the renter agrees, currently Ramco M& E does not have a provision to facilitate conversion of rental order into a sale. This enhancement provides the ability to update a rental order into a sale when customer buys the rented part, thus enabling ease of selling rented part( s). Change Details In Amend Rental Order screen, ‘ Rental Order Type’ will be loaded with a new value “ Sale”. Also a new editable control “ Sale Value” will be provided. Exhibit 1: Identifies the controls added in Amend Rental Order screen Hence, if there is a need for selling a rented part, one has to visit the Amend Rental Order screen to amend the document in Shipped status. Rental order type has to be selected as ‘ Sale’ and ‘ Sale Value’ is to be entered which is the amount for which the part is to be sold. On Authorization of Rental Order, the Status will be updated as ‘ Closed’ and a direct invoice ( Misc. Invoice) needs to be created for the Sale Value to Bill the Customer. Similarly in View Rental Order screen, if the rental New value sale is added New Editable control “ Sale Value” is added 38 | Enhancement Notification Ramco Aviation Solution order is converted into a sale, then rental order type will be displayed with ‘ Sale’ and the sale value entered will also be displayed. Exhibit 1: Identifies the controls added in View Rental Order screen New Account Code for recording Rental order as Sales: New predefined usage “ COGS- RS” is introduced to handle Cost of Goods Sold ( COGS) account postings for conversion of Rental orders to Sale. Account code has to be mapped against predefined usage “ COGS- RS” in Create Additional Account Definition screen ( Book Keeping  Account Rule Definition  Create Additional Account Definition). This account code should be in Base Currency. Rental to Sales – Accounting Event: The account posting for the conversion of Rental Order to Sale will happen during authorization of the Rental Order amendment, converting it to Sale. The below mentioned postings will occur at issue cost: Account Code Dr/ Cr Amount COGS- RS account Dr ( Issue Cost) Rental Suspense account Cr ( Issue Cost) New Display Only control “ Sale Value” is added New value sale is added 39 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN CYCLE COUNT? Ability to manage Cycle Count for a specific set of bins Reference: AHBG- 8303 Background A normal warehouse consists of various zones and in a zone, there are multiple bins. When it comes to Cycle Counting, counting all the bins at one go is practically not feasible. Previously in Ramco M & E, Cycle count Plan could be created at Warehouse Level / Warehouse – Zone Level. Business Need is to have a provision to create Cycle Count Plans at Bin level and inherit the same to Cycle Count Sheet. Change Details A new value ‘ Warehouse- Zone- Bin’ has been added in ‘ CC Plan Level’ drop- down list box in Create CC Plan and Edit CC Plan screens. The Count Interval Details section is moved into tab ' Count Interval Details' and a new tab ' Associate Bins' is added in Create CC Plan, Edit CC Plan and View CC Plan screens. User can associate the bins which should be considered for cycle counting by entering / modifying the bins in Create CC Plan and Edit CC Plan screens. In addition, new controls ‘ Part Classification’, ‘ Expense Type’ and a check box ‘ Include Capital Parts’ has been added in ‘ Planning Options’ section in Create CC Plan and Edit CC Plan screens to enhance the planning dimension for cycle count. If the ‘ Include Capital Parts’ check box is checked, the Capital Parts that satisfy the other planning criteria will be included, irrespective of the From Value and To Value entered ( if available). In Edit CC Plan screen, under ‘ Planning Option section’, following changes are made to enable the user to modify the planning option. • The display only control ‘ Part Selection Mode’ has been changed as drop- down control • ‘ Sample Size’ has been changed to edit control • ‘ From Value’ and ‘ To Value’ have been changed to edit control • ‘ Ownership’ has been changed to a drop- down control • ‘ Trading Partner #’ is changed to edit with help control • ‘ Last Cycle Count Date <=’ to date control Associate Parts logic has been changed to consider only those parts available in the selected bin when the CC Plan is created at Warehouse- Zone- Bin level. During confirmation of a Cycle Count Sheet, the freezing logic is modified to freeze the Parts involved in counting only for the selected warehouse- zone- bin combination when the CC Plan is created at Warehouse- Zone- Bin level. A new control ' Bin #' is added in the search criteria to retrieve the Warehouses in which the storage area is frozen for transactions due to confirmation of the CC Sheets and additionally the logic has been modified to unfreeze the parts from the associated bins. 40 | Enhancement Notification Ramco Aviation Solution Exhibit 1: Identifies the controls added in Create CC Plan screen Exhibit 2: Identifies the controls added in Edit CC Plan screen Exhibit 3: Identifies the controls added in View CC Plan screen New tab ‘ Associate Bins’ added Controls re- aligned into 3 column format Planning Options ‘ Part Classification’, ‘ Expense Type’ and ‘ Include Capital Parts’ are added New tab ‘ Associate Bins’ added Controls re- aligned into 3 column format Planning Options ‘ Part Classification’, ‘ Expense Type’ and ‘ Include Capital Parts’ are added New tab ‘ Associate Bins’ added Display only control ‘ Include Capital parts’ added and lay- out changed to 3 column format 41 | Enhancement Notification Ramco Aviation Solution Exhibit 4: Identifies the controls added in Unfreeze Storage Area screen New search criteria Bin # added  Note: This feature involves commercials and is not available for all customers. Please contact your Ramco Account Manager. 42 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN STOCK MAINTENANCE? Ability to view files attached against a Part- Serial/ Lot # received externally Reference: AHBG- 8972 Background Goods receipt is the basis for all warehouse activities. Always a part received from external sources i. e. vendor or customer, is accompanied by the Part certificates, which can be associated to the Part- Serial/ Lot # s received using the File Name in the Goods Inward and Loan / Rental Receipt screens. There could be various business reasons for which Part Certificate History could be reviewed. This enhancement provides the ability to view the Certificates attached against the Part- Serial/ Lot # received externally in the Inquire Part Certificate History screen. Change Details A new display only column ‘ File Name’ is added in the Certificate Details multiline and a link ‘ View File’ is added below the multiline in Inquire Part Certificate History screen. If the Ref. Document Type is ' Regular Purchase' or ' Repair Receipt' or ' Customer Goods Receipt', the File Name provided in the Inspection Details or the Serial/ Lot details in the corresponding receipt document for the Part- Serial/ Lot # will be displayed in the new column. If the Ref. Document Type is ' Loan/ Rental Receipt', the file name will be retrieved from the corresponding Loan / Rental Receipt document. Exhibit 1: Identifies the controls added in Inquire Part Certificate History New link added New file added 43 | Enhancement Notification Ramco Aviation Solution WHAT’S NEW IN COLLABORATOR? Usability Improvements Reference: AHBG- 300 Background This enhancement enhances the usability of the Collaborator function, by addressing the following needs. • Display of the Collaborator Posts in the Inbox of the Recipient with whom the post is shared. Currently, the recipient needs to launch the transaction screen to view the posts shared. • Mark the Closure of the actionable posts made in Collaborator. Currently, though the required action is taken against an actionable post shared in collaborator, the post cannot be closed. • Prevent sharing of the posts with users external to the organization. Currently, Collaborator posts shared with ‘ Everyone’ or ‘ Specific Role’ are shared even to the users who are mapped to the Customer record, though they are external to the organization. • Restrict addition of new post / modification of an existing post and reply to the existing posts based on the document status. Currently, posts can be made in Collaborator against a document irrespective of its status. • Visibility of Collaborator icon along with the caption in Smart Bar and Smart Bar enhancement to show the Smart Action screen. In the current state, smart bar will display only an icon to denote Collaborator screen. Also, the Smart Bar does not show the Smart Action screen which is also a general screen similar to Collaborator. Change Details Whenever a post is made in the Collaborator screen, it shall be displayed as the ‘ Subject’ in the following format for the recipient users in their inbox. Document Type | Document # | Topic of the Post Post Initiated by | Post Also, there will be link to the Collaborator screen from the inbox using which the collaborator screen can be accessed. If the post is flagged, the subject will have an indication for it. Actionable / Information only posts can be distinguished using the icon displayed in the ‘ Type’ column. Availability of attachments will also be indicated using the ‘ Type’ column. 44 | Enhancement Notification Ramco Aviation Solution Exhibit 1: Display of Posts from Collaborator in the Inbox In the reply section of the collaborator screen, a drop- down list box ‘ Status’ is added. This drop- down list box will be visible only if the reply is initiated against an actionable post. The drop- down list box will be loaded with the values ‘ In- progress’ and ‘ Completed’. If the action required against the initiating post is completed, select the value as “ Completed” and reply. The color of the icon indicating the actionable post will turn from orange to green, if the action is completed. Also, the reply against which the action was marked as completed will be showing the green icon. Exhibit 2: Display of Reply section for an actionable Post A check- box ‘ Exclude Ext. Users’ is added in the New Post section and in the reply section of the Collaborator screen below the post box to restrict sharing of the post to external users. If a post is shared with ‘ All Users’ or ‘ Specific Role’ with this check- box checked, then the post will be shared only with the users who are not mapped to customer record in the Customer business component. Post made against a Repair Order displayed Link to the Collaborator screen Status field to mark action against the Post Check- box to restrict sharing of post with external users 45 | Enhancement Notification Ramco Aviation Solution A Back- end script has been provided to facilitate the definition of the various statuses for a given document type for which new post/ reply should be restricted in the Collaborator. On need basis, this script can be prepared to accommodate the different statuses that need to be included for restriction. Based on this script, validation will be thrown on addition of new post and the reply button will be disabled for replying against existing posts. The Smart bar visibility has been enhanced to show the Smart Actions in the screens: Confirm Issue, Confirm Direct / Unplanned Issue, and Confirm Return. Also, the Collaborator icon shall be displayed with the caption. Exhibit 3: Display of Smart Bar with the Smart Action option in Confirm Issue screen Smart Bar with the Smart Action option 46 | Enhancement Notification Ramco Aviation Solution Corporate Office and R& D Center Ramco Systems Limited, 64, Sardar Patel Road, Taramani, Chennai – 600 113, India Office + 91 44 2235 4510 / 6653 4000 Fax + 91 44 2235 2884 Website - www. ramco. com