Handling Material Loan Orders

This document explains how you handle maintenance customer orders for material loans.

Use this process when you want to lend a component that you have in your stock to a customer.

Outcome

You have invoiced the customer based on the time when the component was lent out.

Payment from the customer can be received.

The component is available for new transactions.

For more information on how the system is affected, refer to the documents listed in the See Also section.

Before you start

  • Loan charges must be defined against the customer's agreement in 'Maint Agrmt. Connect Loan Charges' (COS419).
  • A maintenance customer order type must be defined with the following values in 'Maint CO Type. Open' (COS010).
    • Line delivery must be permitted.
    • The default order type for loan/exchange should be defined with a move transaction type (92) in 'Req/Distr Order Type. Open' (CRS200).
    • The order type for receiving should be defined with transaction type 40 in (CRS200).

Follow these steps

  1. Investigate stock balance

    Investigate the current stock balance to find out whether you have the component that the customer wants. The following programs can be used for stock balance investigations:

    • 'Availability. Display All Warehouses' (MMS081)
    • 'Balance Identity. Display' (MMS060)
    • 'Balance Identity. Open Toolbox' (MWS068).

  2. Entering maintenance customer order

    Use this activity to create loan orders. These orders are used when a customer wants a serviceable component that you have in your stock. The order consists of two components, the order header and the order lines. The order header contains basic order data with information about the customer, the agreement, order dates, etc. The order lines contain information about the component that is to be borrowed by the customer.

    Basic order data is entered in 'Maintenance Customer Orders. Open' (COS100). Order details are entered in 'Maintenance Customer Orders. Open Line' (COS101).

  3. Sending component to customer

    Use this activity to send the serviceable component to the customer. This means allocating the component to the customer. This activity is performed in 'Req/Distr Order. Open' (MMS100) when you confirm the picking list in 'Picking List. Report' (MWS420).

  4. Receiving returned component from customer

    Use this activity to receive the component that the customer sends back to you when the loan period is over. During this process, it is possible to register the current meter reading.

    Goods receiving is managed in 'Maint CO. Report Component Receipt' (COS300).

  5. Managing invoicing

    The invoicing process consists of a few steps. These allow you to check the transactions on the invoice specification, change transactions, add transactions and regenerate the invoice specification. These activities are performed in 'Maint CO. Check Preliminary Invoice Spec' (COS170).

    This process also includes how to approve and print the invoice specification.

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