Layaway Plan

Controls the active/inactive status of the Layaway Plan record.

• Default Value: Checked (True)
• User Entry: User can Toggle On/Off
• Mandatory: No

• Toggled On (True): Plan is Active and available for use in transactions.
• Toggled Off (False): Plan is Inactive and no longer available for use in transactions.
• Not restricted by Roles and Rights Configuration — available to all users.

• emaLayawayPlanHDR → Active (bit)

Unique name for the Layaway Plan.

• Default Value: Empty
• User Entry: Manual input
• Mandatory: Yes
• Allowed Characters: Alphanumeric

• emaLayawayPlanHDR → Name

Minimum invoice amount eligible for this layaway plan.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

Must be less than Max Invoice Value.

• emaLayawayPlanHDR → MinInvoiceAmount

Maximum invoice amount eligible for this layaway plan.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

Must be greater than Min Invoice Value.

• emaLayawayPlanHDR → MaxInvoiceAmount

Defines how the down payment amount is calculated.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = DownPayment_MasterDataValueID_LayawayChargeType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Flat Amount — A fixed amount is charged as the down payment regardless of the invoice value.
  • Percentage On Total Payment — Down payment is calculated as a percentage of the total invoice amount.

• emaLayawayPlanHDR → DownPayment__MasterDataValueID_LayawayChargeType

The actual down payment amount or percentage value depending on the selected calculation type.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes
• Allowed Characters: Numeric (decimal)

• emaLayawayPlanHDR → DownPaymentValue

One-time processing fee charged at the time of plan creation.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: No
• Allowed Characters: Numeric (decimal)

• emaLayawayPlanHDR → ProcessingFee

Total duration of the layaway plan in months.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes
• Allowed Characters: Numeric (integer)

• emaLayawayPlanHDR → InstallmentTenureMonths

When checked, the installment tenure cannot be changed after the layaway plan is applied to a transaction.

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

• Checked (True): Tenure is locked and cannot be modified in transaction.
• Unchecked (False): Tenure can be adjusted at transaction level.

• emaLayawayPlanHDR → IsTenureLocked

Defines the method used to calculate the late payment penalty charge.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = LatePenalty_MasterDataValueID_LayawayChargeType
• User Entry: Selection from dropdown
• Mandatory: No
• Options: Flat Amount, Percentage On Down Payment, Percentage On Total Payment

• emaLayawayPlanHDR → LatePenalty_MasterDataValueID_LayawayChargeType

The penalty amount or percentage applied when a payment is overdue.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Late Payment Penalty Type is selected)
• Allowed Characters: Numeric (decimal)

• emaLayawayPlanHDR → LatePenaltyValue

Number of days after due date before the late penalty is applied.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: No
• Allowed Characters: Numeric (integer)

• emaLayawayPlanHDR → LatePenaltyGracePeriodDays

Defines how the advance conversion charge is calculated when advance amount is converted.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = AdvanceConversion_MasterDataValueID_LayawayChargeType
• User Entry: Selection from dropdown
• Mandatory: No
• Options: Flat Amount, Percentage On Down Payment, Percentage On Total Payment

• emaLayawayPlanHDR → AdvanceConversion_MasterDataValueID_LayawayChargeType

The advance conversion charge amount or percentage.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Advance Conversion Charge Type is selected)
• Allowed Characters: Numeric (decimal)

• emaLayawayPlanHDR → AdvanceConversionChargeValue

Defines the method used to calculate the cancellation charge.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = Cancellation_MasterDataValueID_LayawayChargeType
• User Entry: Selection from dropdown
• Mandatory: No
• Options:
  • Flat Amount — A fixed amount is charged as the cancellation fee regardless of the invoice or payment value.
  • Percentage On Down Payment — Cancellation charge is calculated as a percentage of the down payment amount collected.
  • Percentage On Total Payment — Cancellation charge is calculated as a percentage of the total invoice amount.

• emaLayawayPlanHDR → Cancellation_MasterDataValueID_LayawayChargeType

The cancellation charge amount or percentage.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Cancellation Charge Type is selected)
• Allowed Characters: Numeric (decimal)

• emaLayawayPlanHDR → CancellationChargeValue

Defines the mode through which refund is settled to the customer on cancellation.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayRefundSettlementMode
• User Entry: Selection from dropdown
• Mandatory: No
• Options: Cash, Bank Transfer, UPI Transfer, Advance Conversion

• emaLayawayPlanHDR → MasterDataValueID_LayawayRefundSettlementMode

Number of days within which the refund must be processed after cancellation.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: No
• Allowed Characters: Numeric (integer)

• emaLayawayPlanHDR → RefundTimelineDays

Defines the schedule type for collecting installments.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayInstallmentCollectionMode
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Monthly Fixed Window, Monthly Flexible, Bi-Weekly Fixed Day, Bi-Weekly Flexible, Custom Interval

• Monthly Fixed Window → Shows From Day and To Day dropdowns.
• Bi-Weekly Fixed Day → Shows Week Day dropdown.
• Custom Interval → Shows Collection Interval Days textbox.
• Monthly Flexible / Bi-Weekly Flexible → No additional sub-fields required.

• emaLayawayPlanHDR → MasterDataValueID_LayawayInstallmentCollectionMode

Start day of the collection window within a month.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = From_MasterDataValueID_Day
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Mode = Monthly Fixed Window)

Visible only when Installment Collection Mode = Monthly Fixed Window.

• emaLayawayPlanHDR → From_MasterDataValueID_Day

End day of the collection window within a month.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = To_MasterDataValueID_Day
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Mode = Monthly Fixed Window)

Visible only when Installment Collection Mode = Monthly Fixed Window. To Day must be ≥ From Day.

• emaLayawayPlanHDR → To_MasterDataValueID_Day

The specific day of the week on which bi-weekly installment collection is scheduled.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_WeekDay
• User Entry: Selection from dropdown
• Mandatory: Yes (when Collection Mode = Bi-Weekly Fixed Day)

Visible only when Installment Collection Mode = Bi-Weekly Fixed Day.

• emaLayawayPlanHDR → MasterDataValueID_WeekDay

Number of days between each installment collection when using Custom Interval mode.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Collection Mode = Custom Interval)
• Allowed Characters: Numeric (integer)

Visible only when Installment Collection Mode = Custom Interval.

• emaLayawayPlanHDR → CollectionIntervalDays

When checked, the layaway plan is automatically deactivated when the maximum missed installments threshold is reached.

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

• Checked (True): Enables Max Missed Installments and Max Overdue Days fields.
• Unchecked (False): Hides / disables those fields.

• emaLayawayPlanHDR → IsAutoDeactivateOnMissedCollection

Maximum number of missed installments allowed before auto-deactivation.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Auto Deactivate = Checked)
• Allowed Characters: Numeric (integer)

Visible only when Auto Deactivate on Missed Collections = Checked.

• emaLayawayPlanHDR → MaxMissedInstallmentCount

Maximum number of overdue days before triggering auto-deactivation.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Auto Deactivate = Checked)
• Allowed Characters: Numeric (integer)

Visible only when Auto Deactivate on Missed Collections = Checked.

• emaLayawayPlanHDR → MaxOverdueDays

When checked, allows collecting previously pending installments in addition to the current due installment.

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

• Checked (True): Enables Max Pending Installments Allowed field.
• Unchecked (False): Hides / disables that field.

• emaLayawayPlanHDR → IsPendingInstallmentCollectionAllowed

Maximum count of pending installments that can be collected in one transaction.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Allow Pending Installments = Checked)
• Allowed Characters: Numeric (integer)

Visible only when Allow Collection of Pending Installments = Checked.

• emaLayawayPlanHDR → MaxPendingInstallmentCollectionCount

When checked, allows customers to pay installments in advance of the due date.

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

• Checked (True): Enables Max Advance Installments Allowed field.
• Unchecked (False): Hides / disables that field.

• emaLayawayPlanHDR → IsAdvanceInstallmentCollectionAllowed

Maximum number of future installments that can be collected in advance.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Allow Advance Installments = Checked)
• Allowed Characters: Numeric (integer)

Visible only when Allow Collection of Advance Installments = Checked.

• emaLayawayPlanHDR → MaxAdvanceInstallmentCollectionCount

When checked, allows customers to pay a partial amount of an installment.

• Default Value: Unchecked (False)
• User Entry: User can Check/Uncheck
• Mandatory: No

• Checked (True): Enables Max Partial Payments Per Installment field.
• Unchecked (False): Hides / disables that field.

• emaLayawayPlanHDR → IsPartialInstallmentCollectionAllowed

Maximum number of partial payments allowed per installment cycle.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Allow Partial Installment Collection = Checked)
• Allowed Characters: Numeric (integer)

Visible only when Allow Partial Installment Collection = Checked.

• emaLayawayPlanHDR → MaxPartialPaymentsPerInstallment

Selects the locations/branches where this layaway plan is applicable. Supports multi-selection.

• Default Value: —
• Data Source: admLocation
• Filter Condition:
  • Active = True, listed from LocationID
• User Entry: Multi-selection from dropdown
• Mandatory: Yes

• emaLayawayPlanLocationDTL → RefLocationID (one row per selected location)

Defines how inventory is reserved when a layaway plan is applied to a transaction.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayInventoryLockingMode
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Hard Lock, Soft Lock

• Hard Lock: Inventory is fully reserved and cannot be sold to others.
• Soft Lock: Inventory can be resold with conditions defined in the Soft Lock Condition section below.

• emaLayawayPlanHDR → MasterDataValueID_LayawayInventoryLockingMode

Minimum number of days before the delivery date that a soft-locked item can be resold.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes (when Inventory Locking Mode = Soft Lock)
• Allowed Characters: Numeric (integer)

• emaLayawayPlanSoftLockConditionDTL → MinDaysBeforeDeliveryForResale

Defines when the resale order is generated for a soft-locked item.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayOrderGenerationTriggerMode
• User Entry: Selection from dropdown
• Mandatory: Yes (when Inventory Locking Mode = Soft Lock)
• Options: Immediate, Scheduled

• emaLayawayPlanSoftLockConditionDTL → MasterDataValueID_LayawayOrderGenerationTriggerMode

Specifies the policy level at which the order generation schedule is defined.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayorderGenerationPolicy
• User Entry: Selection from dropdown
• Mandatory: Yes (when Order Generation Trigger Mode = Scheduled)
• Options: Default, Group Category, Category, Sub Category, Article, Inventory Age

• Default → Shows the following fields:
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Mandatory to add at least once. Cannot be added multiple times.
• Group Category → Shows the following fields:
  • Group Category (Multi-select Dropdown) – Source: invMetal, Active = True, listed from MetalID
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Saved in: emaLayawayPlanSoftLockConditionMetalDTL + emaLayawayPlanSoftLockConditionMetalValueDTL
• Category → Shows the following fields:
  • Group Category (Dropdown) – Source: invMetal, Active = True, listed from MetalID
  • Category (Multi-select Dropdown) – Source: invProductCategory, Active = True, listed from ProductCategoryID, filtered by selected MetalID
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Saved in: emaLayawayPlanSoftLockConditionProductCategoryDTL + emaLayawayPlanSoftLockConditionProductCategoryValueDTL
• Sub Category → Shows the following fields:
  • Group Category (Dropdown) – Source: invMetal, Active = True, listed from MetalID
  • Category (Dropdown) – Source: invProductCategory, Active = True, listed from ProductCategoryID, filtered by selected MetalID
  • Sub Category Type (Dropdown) – Source: admMasterDataValueDTL, Active = True, listed from MasterDataValueID, MasterDataCategory = MasterDataValueID_ProductSubCategoryType
  • Sub Category (Multi-select Dropdown) – Source: invProductSubCategory, Active = True, listed from ProductSubCategoryID, filtered by Category and Sub Category Type
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Saved in: emaLayawayPlanSoftLockConditionProductSubCategoryDTL + emaLayawayPlanSoftLockConditionProductSubCategoryValueDTL
• Article → Shows the following fields:
  • Group Category (Dropdown) – Source: invMetal, Active = True, listed from MetalID (for filtration)
  • Category (Dropdown) – Source: invProductCategory, Active = True, listed from ProductCategoryID, filtered by MetalID (for filtration)
  • Article (Multi-select Dropdown) – Source: invProductArticleCatalog, Active = True, listed from ProductArticleCatalogID, filtered by MetalID and CategoryID
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Saved in: emaLayawayPlanSoftLockConditionProductArticleDTL + emaLayawayPlanSoftLockConditionProductArticleValueDTL
• Inventory Age → Shows the following fields:
  • Comparison Operator (Dropdown) – Source: admMasterDataValueDTL, Active = True, listed from MasterDataValueID, MasterDataCategory = MasterDataValueID_ComparisionOperator
  • Inventory Age (Days) (Textbox) – Numeric, integer
  • Schedule Based On (Dropdown) – Options: Delivery Date, Sale Date
  • Days Before Delivery (Textbox) – Visible when Schedule Based On = Delivery Date
  • Days After Sale (Textbox) – Visible when Schedule Based On = Sale Date
  • Saved in: emaLayawayPlanSoftLockConditionInventoryAgeDTL

• emaLayawayPlanSoftLockConditionDefaultDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Default)
• emaLayawayPlanSoftLockConditionMetalDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Group Category)
• emaLayawayPlanSoftLockConditionProductCategoryDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Category)
• emaLayawayPlanSoftLockConditionProductSubCategoryDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Sub Category)
• emaLayawayPlanSoftLockConditionProductArticleDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Article)
• emaLayawayPlanSoftLockConditionInventoryAgeDTL → MasterDataValueID_LayawayOrderGenerationPolicy (if Inventory Age)

Defines whether the order generation schedule is calculated based on delivery date or sale date.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• Options: Delivery Date, Sale Date
• User Entry: Selection from dropdown
• Mandatory: Yes

• emaLayawayPlanSoftLockConditionDefaultDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• emaLayawayPlanSoftLockConditionMetalValueDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• emaLayawayPlanSoftLockConditionProductCategoryValueDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• emaLayawayPlanSoftLockConditionProductSubCategoryValueDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• emaLayawayPlanSoftLockConditionProductArticleValueDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn
• emaLayawayPlanSoftLockConditionInventoryAgeDTL → MasterDataValueID_LayawayOrderGenerationScheduleBasedOn

Number of days before delivery date to trigger order generation.

• Default Value: Empty
• Mandatory: Yes (when Schedule Based On = Delivery Date)
• Allowed Characters: Numeric (integer)

• Respective Value DTL → OrderGenerateBeforeDeliveryDays

Number of days after sale date to trigger order generation.

• Default Value: Empty
• Mandatory: Yes (when Schedule Based On = Sale Date)
• Allowed Characters: Numeric (integer)

• Respective Value DTL → OrderGenerateAfterSaleDays

Adds the configured order generation policy row to the plan.

• User Entry: Manual click
• Mandatory: No

• Validates that all required sub-fields for the selected policy are filled.
• Adds a row to the respective DTL table based on selected policy type.
• Prevents duplicate Default entries.
• Prevents duplicate Group Category values across rows of the same type.
• Added rows are displayed in an inline grid (Include section) below the Add button. Each row shows the policy type and configured values with a Remove option.

Filters by metal group category. Used as a filtration field in Group Category, Category, Sub Category, and Article policy types.

• Default Value: —
• Data Source: invMetal & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes
• Multi-select: Yes (when policy = Group Category)

Visible when Order Generation Policy = Group Category, Category, Sub Category, or Article.

• emaLayawayPlanSoftLockConditionMetalDTL → MetalID
• emaLayawayPlanSoftLockConditionProductCategoryDTL → MetalID
• emaLayawayPlanSoftLockConditionProductSubCategoryDTL → MetalID
• emaLayawayPlanSoftLockConditionProductArticleDTL → used for filtration of invProductArticleCatalog

Selects product categories filtered by the selected Group Category.

• Default Value: —
• Data Source: invProductCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductCategoryID
  • Filtered by selected MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Multi-selection from dropdown
• Mandatory: Yes

Visible when Order Generation Policy = Category, Sub Category, or Article.

• emaLayawayPlanSoftLockConditionProductCategoryDTL → ProductCategoryID
• emaLayawayPlanSoftLockConditionProductSubCategoryDTL → ProductCategoryID
• emaLayawayPlanSoftLockConditionProductArticleDTL → used for filtration of invProductArticleCatalog

Defines the type of sub-category to filter sub-categories.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_ProductSubCategoryType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: ProductSubCategory1 to ProductSubCategory15 (Dynamic)

Visible only when Order Generation Policy = Sub Category.

• emaLayawayPlanSoftLockConditionProductSubCategoryDTL → MasterDataValueID_ProductSubCategoryType

Selects sub-categories filtered by Category and Sub Category Type.

• Default Value: —
• Data Source: invProductSubCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductSubCategoryID
  • Filtered by selected ProductCategoryID and MasterDataValueID_ProductSubCategoryType
  • Filtered by linked ProductArticleCatalogID
• User Entry: Multi-selection from dropdown
• Mandatory: Yes

Visible only when Order Generation Policy = Sub Category.

• emaLayawayPlanSoftLockConditionProductSubCategoryDTL → ProductSubCategoryID

Selects product articles filtered by Group Category and Category.

• Default Value: —
• Data Source: invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductArticleCatalogID
  • Filtered by selected MetalID and ProductCategoryID
• User Entry: Multi-selection from dropdown
• Mandatory: Yes

Visible only when Order Generation Policy = Article.

• emaLayawayPlanSoftLockConditionProductArticleDTL → ProductArticleCatalogID

Defines the comparison operator used to evaluate the inventory age condition.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_ComparisionOperator
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options:
  • Equal To (=) — Inventory age is exactly equal to the specified days.
  • Not Equal To (<>) — Inventory age is not equal to the specified days.
  • Greater Than (>) — Inventory age is more than the specified days.
  • Less Than (<) — Inventory age is less than the specified days.
  • Greater Than or Equal To (>=) — Inventory age is more than or equal to the specified days.
  • Less Than or Equal To (<=) — Inventory age is less than or equal to the specified days.

Visible only when Order Generation Policy = Inventory Age.

• emaLayawayPlanSoftLockConditionInventoryAgeDTL → MasterDataValueID_ComparisionOperator

The inventory age value in days used for the comparison condition.

• Default Value: Empty
• User Entry: Manual numeric input
• Mandatory: Yes
• Allowed Characters: Numeric (integer)

Visible only when Order Generation Policy = Inventory Age.

• emaLayawayPlanSoftLockConditionInventoryAgeDTL → InventoryAgeInDays

Determines the level of metal setup — Group Category, Category, Sub Category, or Article.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_VendorWastageSetupType
• User Entry: Selection from dropdown
• Options: Group Category, Category, Sub Category, Article
• Mandatory: Yes

• Group Category → Shows Group Category + Purity dropdowns.
• Category → Shows Group Category + Category + Purity dropdowns.
• Sub Category → Shows Group Category + Category + Sub Category Type + Sub Category + Purity dropdowns.
• Article → Shows Article + Purity dropdowns (all for filtration).

• emaLayawayPlanMetalDTL → MasterDataValueID_VendorWastageSetupType
• emaLayawayPlanProductCategoryDTL → MasterDataValueID_VendorWastageSetupType
• emaLayawayPlanProductSubCategoryDTL → MasterDataValueID_VendorWastageSetupType
• emaLayawayPlanProductArticleDTL → MasterDataValueID_VendorWastageSetupType

Selects the metal group category for the metal setup entry.

• Default Value: —
• Data Source: invMetal & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Group Category, Category, Sub Category.

• emaLayawayPlanMetalDTL → MetalID
• emaLayawayPlanProductCategoryDTL → MetalID
• emaLayawayPlanProductSubCategoryDTL → MetalID

Selects the product category filtered by the selected Group Category.

• Default Value: —
• Data Source: invProductCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductCategoryID
  • Filtered by selected MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Category or Sub Category.

• emaLayawayPlanProductCategoryDTL → ProductCategoryID
• emaLayawayPlanProductSubCategoryDTL → ProductCategoryID

Defines the type of sub-category to filter sub-categories in metal setup.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_ProductSubCategoryType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: ProductSubCategory1 to ProductSubCategory15 (Dynamic)

Visible only when Setup Type = Sub Category.

• emaLayawayPlanProductSubCategoryDTL → MasterDataValueID_ProductSubCategoryType

Selects the product sub-category filtered by Category and Sub Category Type.

• Default Value: —
• Data Source: invProductSubCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductSubCategoryID
  • Filtered by selected ProductCategoryID and MasterDataValueID_ProductSubCategoryType
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Sub Category.

• emaLayawayPlanProductSubCategoryDTL → ProductSubCategoryID

Selects the product article for metal setup. All dropdowns shown are for filtration.

• Default Value: —
• Data Source: invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductArticleCatalogID
  • Filtered by selected MetalID and ProductCategoryID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Article.

• emaLayawayPlanProductArticleDTL → ProductArticleCatalogID

Selects the purity level applicable for the metal setup entry.

• Default Value: —
• Data Source: invPurity
• Filter Condition:
  • Active = True, listed from PurityID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible for all Setup Types in Metal Setup.

• emaLayawayPlanMetalDTL → PurityID
• emaLayawayPlanProductCategoryDTL → PurityID
• emaLayawayPlanProductSubCategoryDTL → PurityID
• emaLayawayPlanProductArticleDTL → PurityID

Adds the configured metal setup row to the plan.

• User Entry: Manual click
• Mandatory: No

• Validates that all required fields for the selected Setup Type are filled.
• Inserts a row into the respective Metal DTL table based on selected Setup Type.
• Added rows are displayed in an inline grid (Include section) below the Add button showing Setup Type, Metal, Purity with a Remove option.

Determines the level of brand setup.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
• User Entry: Selection from dropdown
• Options: Brand, Group Category, Category, Sub Category, Article
• Mandatory: Yes

• Brand → Shows Brand dropdown.
• Group Category → Shows Group Category + Brand dropdowns.
• Category → Shows Group Category + Category + Brand dropdowns.
• Sub Category → Shows Group Category + Category + Sub Category Type + Sub Category + Brand dropdowns.
• Article → Shows Article + Brand dropdowns.

• emaLayawayPlanMetalBrandDTL → MasterDataValueID_VendorWastageSetupType
• emaLayawayPlanProductCategoryBrandDTL, emaLayawayPlanProductSubCategoryBrandDTL, emaLayawayPlanProductArticleBrandDTL similarly.

Selects the metal group category for the brand setup entry.

• Default Value: —
• Data Source: invMetal & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Group Category, Category, Sub Category.

• emaLayawayPlanMetalBrandDTL → MetalID
• emaLayawayPlanProductCategoryBrandDTL → MetalID
• emaLayawayPlanProductSubCategoryBrandDTL → MetalID

Selects the product category filtered by the selected Group Category.

• Default Value: —
• Data Source: invProductCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductCategoryID
  • Filtered by selected MetalID
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Category or Sub Category.

• emaLayawayPlanProductCategoryBrandDTL → ProductCategoryID
• emaLayawayPlanProductSubCategoryBrandDTL → ProductCategoryID

Defines the type of sub-category to filter sub-categories in brand setup.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_ProductSubCategoryType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: ProductSubCategory1 to ProductSubCategory15 (Dynamic)

Visible only when Setup Type = Sub Category.

• emaLayawayPlanProductSubCategoryBrandDTL → MasterDataValueID_ProductSubCategoryType

Selects the product sub-category filtered by Category and Sub Category Type.

• Default Value: —
• Data Source: invProductSubCategory & invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductSubCategoryID
  • Filtered by selected ProductCategoryID and MasterDataValueID_ProductSubCategoryType
  • Filtered by linked ProductArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Sub Category.

• emaLayawayPlanProductSubCategoryBrandDTL → ProductSubCategoryID

Selects the product article for brand setup. All dropdowns shown are for filtration.

• Default Value: —
• Data Source: invProductArticleCatalog
• Filter Condition:
  • Active = True, listed from ProductArticleCatalogID
  • Filtered by selected MetalID and ProductCategoryID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Article.

• emaLayawayPlanProductArticleBrandDTL → ProductArticleCatalogID

Selects the product brand applicable for the brand setup entry.

• Default Value: —
• Data Source: invProductBrand
• Filter Condition:
  • Active = True, listed from ProductBrandID
  • Filtered by selected MetalID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible for all Setup Types in Brand Setup.

• emaLayawayPlanMetalBrandDTL → ProductBrandID
• emaLayawayPlanProductCategoryBrandDTL → ProductBrandID
• emaLayawayPlanProductSubCategoryBrandDTL → ProductBrandID
• emaLayawayPlanProductArticleBrandDTL → ProductBrandID

Adds the configured brand setup row to the plan.

• User Entry: Manual click
• Mandatory: No

• Validates that all required fields for the selected Setup Type are filled.
• Inserts a row into the respective Brand DTL table based on selected Setup Type.
• Added rows are displayed in an inline grid (Include section) below the Add button showing Setup Type, Metal, Brand with a Remove option.

Determines the level of stone setup.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_VendorStoneRateSetUpType
• User Entry: Selection from dropdown
• Options: Stone Group, Stone Category, Stone Sub Category, Stone Attribute, Stone Article
• Mandatory: Yes

• Stone Group → Shows Stone Group dropdown.
• Stone Category → Shows Stone Group + Stone Category dropdowns.
• Stone Sub Category → Shows Stone Group + Stone Category + Stone Sub Category dropdowns.
• Stone Attribute → Shows Stone Group + Stone Category + Stone Sub Category + Stone Attribute Type + Stone Attribute dropdowns.
• Stone Article → Shows Stone Article dropdown (with all attribute dropdowns for filtration).

• emaLayawayPlanStoneDTL → MasterDataValueID_VendorStoneRateSetUpType
• emaLayawayPlanStoneCategoryDTL, emaLayawayPlanStoneSubCategoryDTL, emaLayawayPlanStoneAttributeDTL, emaLayawayPlanStoneArticleDTL similarly.

Selects the stone group for the stone setup entry.

• Default Value: —
• Data Source: invStone & invStoneArticleCatalog
• Filter Condition:
  • Active = True, listed from StoneID
  • Filtered by linked StoneArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Stone Group, Stone Category, Stone Sub Category, Stone Attribute.

• emaLayawayPlanStoneDTL → StoneID
• emaLayawayPlanStoneCategoryDTL → StoneID
• emaLayawayPlanStoneSubCategoryDTL → StoneID
• emaLayawayPlanStoneAttributeDTL → StoneID

Selects the stone category filtered by the selected Stone Group.

• Default Value: —
• Data Source: invStoneCategory & invStoneArticleCatalog
• Filter Condition:
  • Active = True, listed from StoneCategoryID
  • Filtered by selected StoneID
  • Filtered by linked StoneArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Stone Category, Stone Sub Category, Stone Attribute.

• emaLayawayPlanStoneCategoryDTL → StoneCategoryID
• emaLayawayPlanStoneSubCategoryDTL → StoneCategoryID
• emaLayawayPlanStoneAttributeDTL → StoneCategoryID

Selects the stone sub-category filtered by the selected Stone Category.

• Default Value: —
• Data Source: invStoneSubCategory & invStoneArticleCatalog
• Filter Condition:
  • Active = True, listed from StoneSubCategoryID
  • Filtered by selected StoneCategoryID and StoneID
  • Filtered by linked StoneArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible when Setup Type = Stone Sub Category or Stone Attribute.

• emaLayawayPlanStoneSubCategoryDTL → StoneSubCategoryID
• emaLayawayPlanStoneAttributeDTL → StoneSubCategoryID

Defines the type of stone attribute to filter stone attributes.

• Default Value: —
• Data Source: admMasterDataValueDTL
• Filter Condition:
  • Active = True, listed from MasterDataValueID
  • MasterDataCategory = MasterDataValueID_StoneAttributeType
• User Entry: Selection from dropdown
• Mandatory: Yes
• Options: Dynamic — populated based on user-defined categories in the system. Options are not fixed at configuration time.

Visible only when Setup Type = Stone Attribute.

• emaLayawayPlanStoneAttributeDTL → MasterDataValueID_StoneAttributeType

Selects the stone attribute filtered by Stone Attribute Type.

• Default Value: —
• Data Source: invStoneAttribute & invStoneArticleCatalog
• Filter Condition:
  • Active = True, listed from StoneAttributeID
  • Filtered by selected MasterDataValueID_StoneAttributeType
  • Filtered by linked StoneArticleCatalogID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Stone Attribute.

• emaLayawayPlanStoneAttributeDTL → StoneAttributeID

Selects the stone article. All attribute dropdowns shown are for filtration purposes.

• Default Value: —
• Data Source: invStoneArticleCatalog
• Filter Condition:
  • Active = True, listed from StoneArticleCatalogID
  • Filtered by selected StoneID, StoneCategoryID, StoneSubCategoryID
• User Entry: Selection from dropdown
• Mandatory: Yes

Visible only when Setup Type = Stone Article.

• emaLayawayPlanStoneArticleDTL → StoneArticleCatalogID

Adds the configured stone setup row to the plan.

• User Entry: Manual click
• Mandatory: No

• Validates that all required fields for the selected Setup Type are filled.
• Inserts a row into the respective Stone DTL table based on selected Setup Type.
• Added rows are displayed in an inline grid (Include section) below the Add button showing Setup Type, Stone Group, and related fields with a Remove option.
• At least one of Metal Setup, Brand Setup, or Stone Setup must have at least one row added before saving.

Submits and saves the Layaway Plan form.

• User Entry: Manual click
• Mandatory: Yes

• Validates all mandatory fields before saving.
• On success: inserts HDR and all DTL records. Sets ApprovalStatus = Pending.
• On failure: displays inline validation error messages next to the respective fields.

Clears all entered data on the form without navigating away.

• User Entry: Manual click
• Mandatory: No

Discards all unsaved changes and resets all form fields to their default state.

Opens the Layaway Plan form in Add mode to create a new record.

• Visible and accessible only to users who have Add permission assigned in Roles and Rights Configuration.
• If the user does not have Add rights, the button is either hidden or disabled based on the Rights Configuration setup.
• Opens a blank form with all fields in their default state.

Opens the Layaway Plan form pre-populated with all HDR and DTL data for the selected record.

• Visible and accessible only to users who have Edit permission assigned in Roles and Rights Configuration.
• If the user does not have Edit rights, the button is either hidden or disabled based on the Rights Configuration setup.
• Available only when Approval Status = Pending or Rejected.
• Disabled if Active = False.
• On Save: HDR updated in place; all DTL records deleted and re-inserted.

• Condition: No active transactions linked to this plan.
• Behavior: All plan fields are fully editable. No restrictions apply. Complete plan configuration can be changed.

• Condition: At least one active customer or transaction is linked to this plan.
• Behavior: Only the following fields are editable. All other fields are read-only.

• Name
• Min Invoice Value
• Max Invoice Value
• Down Payment Value — Increase only
• Processing Fee — Increase only
• Penalty Value — Increase only
• Grace Period (Days)
• Advance Conversion Charge
• Cancellation Charge
• Refund Timeline (Days)
• Installment Collection Mode — Mode itself is Not Editable. Only the following sub-fields are editable:
  • From Day
  • To Day
  • Week Day
  • Collection Interval Days
• Auto Deactivate on Missed Collections — If existing value = True: Not Editable. If existing value = False: Editable.
• Allow Collection of Pending Installments — If existing value = True: Not Editable. If existing value = False: Editable.
• Allow Collection of Advance Installments — If existing value = True: Not Editable. If existing value = False: Editable.
• Allow Partial Installment Collection — If existing value = True: Not Editable. If existing value = False: Editable.
• Max Missed Installments
• Max Overdue Days
• Max Pending Installments Allowed
• Max Advance Installments Allowed
• Max Partial Payments Per Installment
• Business Unit — Existing selected Business Units are Not Editable. New Business Unit selection is allowed.
• Days Before Delivery
• Days After Sale
• Inventory Age (Days)

Deactivates the Layaway Plan record.

• Visible and accessible only to users who have Delete permission assigned in Roles and Rights Configuration.
• If the user does not have Delete rights, the button is either hidden or disabled based on the Rights Configuration setup.
• Shows a confirmation prompt before deletion.
• Disabled if already Inactive.

• System checks for downstream dependencies in linked modules (e.g., Active Layaway Transactions, Benefit Template Mapping, Member Joining).
• If dependencies exist: deletion is blocked with error message — "Layaway Plan record cannot be deleted as it is linked with active transactions."
• If no dependencies exist: Active = False is set on HDR only. All child DTL records are retained. Hard delete is not performed.

Exports the currently selected / filtered records from the Table View to a downloadable file.

• Exports only the records visible in the current filtered/paginated view.
• File format: e.g., Excel, CSV.
• Exported columns match the Table View columns.

Exports all records from the Layaway Plan table regardless of current filters or pagination.

• Exports all records from emaLayawayPlanHDR where Active = True.
• File format: e.g., Excel, CSV.
• Exported columns match the Table View columns.