Authorizing loan order

This page enables you to authorize loan order.

Select the “Authorize Loan Order” link under the “Loan Order” business component.

The “Authorize Loan Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

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

Loan Order #	The number identifying the loan order that you wish to authorize or return (Alphanumeric, 40). You can enter the loan order number in full or specify it partially using the “*” character. The system retrieves all loan order numbers that are similar to the number entered here.
Supplier #	The code of the supplier from whom the part is to be loaned (Alphanumeric, 16). You can enter the supplier code in full or specify it partially using the “*” character. The system retrieves all loan order numbers with the supplier code entered here.
Part #	The part number for which the loan order is created (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all loan orders 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. The system retrieves all loan orders with part descriptions that are similar to the description entered here.
Status	Use the drop-down list box to select the status of the loan order. The system lists the options “Fresh” and “Under Authorization”.
Loan For	Use the drop-down list box to indicate whether the loan order must be modified for the login organization or for the customer. The drop-down list box lists the values “Self” and “Customer” along with a blank value.
	In the editable field alongside, enter the Trading Partner # if the Loan Order is on behalf of the Customer.
Category	Use the drop-down list box to specify the category of the loan order. The system lists all the ‘active’ categories defined for the loan order transaction in the “Create Common Category” activity of the “Logistics Common Master” business component.
User Status	Use the drop-down list box to specify the user status of the loan order. The system lists all the ‘active’ user status codes defined for the loan order document in “Create User Status” activity of the “Logistics Common Master” business component.
From Date	The starting date in the range of dates during which the loan order was created (Date Format). The system lists all the loan orders that have been raised later than this date. This date must be in the same format as displayed in the “Date Format” field.
To Date	The ending date in the range of dates during which the loan order was created (Date Format). The system lists all the loan orders 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 “From Date” field.
Priority	Use the drop-down list box to select the priority of the loan order. The system lists all the ‘active’ priority codes defined in the “Maintain Priority Codes” activity of the “Logistics Common Master” business component.
Created By	The login ID of the user who created the loan order (Alphanumeric, 30) You can enter the login ID in full or specify it partially using the “*” character. The system retrieves all loan order numbers with the login ID of the user entered here.

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

The system displays the following fields in the "Search Results" multiline:

Loan Order #	The number identifying the loan order
Part #	The part number for which the loan order was created
Part Description	The textual description of the part
Loaned Quantity	The quantity of part that is loaned
UOM	The unit of measurement
Loan Order Value	The value of the loan order
Currency	The currency in which the loan order chargers are represented.
Supplier #	The supplier associated with the loan order.
Supplier Name	The name of the supplier associated with the loan order.
Status	The status of the loan order, which could be “Fresh” or “Under Authorization”
Category	The category of the loan order

Enter the following field:

User Status

Use the drop-down list box to specify the user status of the loan order. The system lists all the ‘active’ user status codes defined for loan order transaction in the “Create User Status” activity of the “Logistics Common Master” business component.

The system displays the following fields:

Loan Order Date	The date on which the loan order was created
Priority	The priority assigned to the loan order
Loan For	The loan Order created for the login Organization or for the Customer.
Trading Partner	The concatenation of Trading Partner # and Trading Partner Name.
Created By	The login ID of the user who created the loan order

Enter the following field, if you wish to return loan order:

Comments

Any comment pertaining to the returning of loan order (Alphanumeric, 255)

Check the box in the “Select” column of the multiline to select the loan order for authorization or returning.

Authorize loan order

Click the “Authorize Loan Orders” pushbutton to authorize loan order(s) selected in the multiline.

The system ensures that the Operational Status of the supplier is not set as “Hold Loan Order” in the “Add Location Details” activity of “Supplier” business component

The system sets the document status according to the workflow configuration.

Note: The system sets the document status as “Received” on final authorization, if the amendment number is greater than zero and the received quantity is equal to the ordered quantity.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

Note: The system checks whether the part loaned is available in stock, for loan orders of type “Purchase” and “Exchange”. If the stock is available, the system changes the stock status of the part to the value selected in the “Internal Stock Status” field in the loan order document, and does a stock correction of type value automatically.

• For loan order type “Exchange”, the issue cost will be the corrected value of the loaned part

• For loan order type “Purchase”, the purchase cost entered will be the corrected value of the loaned part.

Return loan order

Click the “Return Loan Order” pushbutton to return the loan order.

The system changes the status of the loan order to “Returned”.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

What you can do in this page

Authorize or return loan orders in bulk

You can authorize or return multiple loan orders simultaneously.

Search and retrieve the loan order to be authorized or returned in the “Authorize Loan Order” page.
Check the “Select All” box below the multiline, to mark all the loan orders for authorization or return.
Click the “Authorize Loan Order” pushbutton to authorize all the loan orders.
Click the “Return Loan Order” pushbutton to return all the loan orders.