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This page allows you to allocate funds towards the expenditure incurred in the locations. Tell me more.
Select the “Allocate Cost Plan” link under the “Budget” business component.
The “Allocate Cost Plan” page appears.
The system displays the following field in the “Plan Details” group box:
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Plan No. |
The number of the approved plan for which the allocation is done. The system displays this field when you select the financial year in the “Financial Year” field. |
Enter the following field:
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Financial Year |
Use the drop-down list box to select the financial year for which cost must be allocated. The system fills in this field with all the active years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions and are in the “Open” status. The system leaves the field blank, by default. |
After you select a financial year, the system checks whether any plan exists in the “Closed” status for the selected year. If it does exist, the system displays an error message. The system also checks whether any plan exists in the “Approved” status for the selected year. If it does not exist, the system displays an error message. Otherwise the system displays the details of the plan number, status and plan amount for the plan that is the “Approved” status for the selected year in the “Plan No.”, “Status” and the “Plan Amt” fields.
The system displays the following fields:
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Status |
The status of the plan, which is “Approved”. |
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Plan Amt. |
The amount allocated for the plan. |
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Plan Date |
The date on which the plan was created. |
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Allocation Date |
The date on which the allocation was made. |
Enter the following field in the “Location Details” group box:
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Current Loc. |
Use the drop-down list box to select the location for which allocation must be done. The system fills in all the locations that are defined in the “Create Location” activity of the “Maintenance Organization” business component and are in the “Active” status. The system leaves the field blank, by default. |
When you select a location, the system displays the details of the parent location and the child locations belonging to it in the “Parent Location” and the “Child Locations” fields.
The system displays the following fields in the “Location Details” group box:
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Apex Loc. |
The apex location of the primary system. |
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Parent Loc.
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The parent location of the location selected in the “Current Location” field. |
Use this field to view the child locations attached to the current location:
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Child Loc. |
Use the drop-down list box to view the child locations of the location selected in the “Current Location” field. The system leaves the field blank, by default. |
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The system displays the following fields in the “Proposal Details For Current Location” group box: |
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Proposal No. |
The number of the approved proposal for the current location and financial year. |
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Proposal Date |
The date on which the proposal was created. |
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Amt. Proposed For Current Loc. |
The amount that is proposed for the current location. |
Enter the following fields in the “Allocation Details” group box:
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Type |
Use the drop-down list box to select the work type for which allocation must be done. The system fills in all the types that are defined in the “Define WO Types” activity and are in the “Active” status. Set the field as “All” if you wish to do the allocation for all types of work orders. The system sets this field as “All”, if you leave this field blank and if you have entered only one row in the multiline. Do not leave the field blank, if you are entering more than one row in the multiline. |
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Category |
Use the drop-down list box to select the work category for which an allocation must be done. The system fills in all the categories that are defined in the “Define WO Categories” activity and are in the “Active” status. Set the field as “All” if you wish to do the allocation for all categories of work orders. The system sets this field as “All”, if you leave this field blank and if you have entered only one row in the multiline. Do not leave the field blank, if you are entering more than one row in the multiline. |
Refer to the following example before you select a type and category combination
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Type |
Category |
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All |
All |
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A |
X |
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B |
Y |
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C |
Z |
If you have selected “All” in the “Type” field and “X” in the “Category” field, ensure that you do not select “X” as the category for any other type selected in the “Type” field. A – X or B – X is not allowed. This is due to the fact that the combination of “All” in the “Type” field and “X” in the “Category” field includes all possible combinations of “Type” with “Category” as “X”. The same is also applicable if “All” is selected in the “Category” field.
Note: Ensure that the “Type – Category” combination is unique to the multiline. You cannot modify the type or category for an allocation that is already done. However you can delete an allocation that is done for a type and category combination and enter a new allocation in the multiline.
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Total Amt. |
The total amount that is allocated for carrying out maintenance work for the selected type and category combination for the current location (Decimal). Ensure that the total amount entered in this field is greater than or equal to the total of the amounts entered in the “Skill Amt”, “Parts Amt”, “Tools Amt”, “Other Res. Amt”, “Misc Amt”, and “OutSourced Amt”. |
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Skills Amt. |
The amount allocated for the expenditure towards skills (Decimal). |
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Parts Amt. |
The amount allocated for the expenditure towards spare parts (Decimal). |
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Tools Amt |
The amount allocated for the expenditure towards tools (Decimal). |
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Other Res. Amt. |
The amount allocated for the expenditure towards other resources (Decimal). |
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Misc. Amt. |
The amount allocated for miscellaneous expenditure (Decimal). |
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Outsourced Amt. |
The amount allocated towards the expenditure on outsourced resources (Decimal). |
Note: Ensure that the amount that is allocated towards the various expenses is not negative.
The system displays the following field in the multiline:
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Buffer Amt. |
The difference between the total amount that is allocated and the amount that is allocated towards the expenses. This amount is utilized as the buffer amount. |
Note: The buffer amount is calculated by the following formula:
Buffer amount = Total proposed amount – Amount proposed for (Skills + Parts + Tools + Other resources + Miscellaneous + Outsourced amount)
The system displays the following fields below the multiline:
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Allocation For Current Loc. |
The total amount that is allocated towards the expenditure incurred on the current location and for all the types and categories of work. |
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Allocation For Child Loc. |
The total amount that is allocated towards the expenditure incurred on the child locations of the current location. |
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Total Alloc. For Current and Child Loc. |
The total amount that is allocated for the current location including its child locations. The total amount is calculated as the sum of the amounts that is displayed in “Allocation for Current Loc” and “Allocation for Child Loc Amt” fields. |
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Amt. Allocated As Of Date |
The total amount that is allocated to all the locations as on the current date. |
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Balance for Current and Other Loc. |
The balance amount that is available for allocation among the locations. The system calculates the balance as a difference between the amounts in the “Plan Amt” and the “Amt. Allocated as of Date” fields. |
The system displays the following details in the “Sibling and Child Loc. Details” multiline:
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Location |
The child and sibling location. |
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Type |
The work type for which allocation is done. |
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Category |
The work category for which allocation is done. |
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Total Amt. |
The total amount that is allocated to the location for the specific work type and work category combination. |
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Skills Amt. |
The amount that is allocated towards the expenditure on skills. |
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Parts Amt. |
The amount that is allocated towards the expenditure on parts. |
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Tools Amt |
The amount that is allocated towards the expenditure on tools. |
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Other Res. Amt. |
The amount that is allocated towards the expenditure on other resources. |
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Misc. Amt. |
The amount that is allocated towards miscellaneous expenditure. |
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Outsourced Amt |
The amount that is allocated towards outsourced expenditure. |
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Buffer Amt. |
The difference between the total amount and the sum of the amount that is allocated for resources. This amount is utilized as the buffer amount. |
Note: The buffer amount is calculated by the following formula:
Buffer amount = Total amount – Amount allocated for (Skills + Parts + Tools + Other resources + Miscellaneous + Outsourced amount)
Check the box in the “Select” column of the multiline, to select the allocation made for deletion.
Click the Delete icon in the toolbar above the multiline to delete the selected allocation that is made.
Click the “Allocate” pushbutton to do the allocation.
The system performs the following check before doing the allocation:
The sum of the “Total Amt” column is added to the amount that is displayed in the “Allocation for Current loc.” field The system then adds the amount that is displayed in the “Allocation for Current Loc” and “Allocation for Child Loc” fields and displays it in the “Total Allocation for Current and Child Location” field. The system then checks if the amount that is displayed in the “Amt Allocated as of Date” field is less than or equal to the plan amount as displayed in the “Plan Amt” field. If the amount is greater than the plan amount the system displays an error message indicating that allocation cannot be done.
The system does the allocation and updates the “Amt Allocated as of Date”, “Allocation for Current Loc” and the “Balance for Current and Other Loc” fields.
Note: Ensure that the total amount that is allocated to the location is not greater than the the sum of the total amount allocated to all the equipment for that work type and work category combination.
The system displays the following fields in the “Record Statistics” group box:
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Created By |
The login ID of the employee who did the allocation. |
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Created Date |
The date and time at which the allocation was done. |
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Last Modified By |
The login ID of the user who did the allocation. |
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Last Modified Date |
The date and time at which the allocation was done. |
Check the box in the “Select” column of the multiline to select a row to allocate the cost among the equipment belonging to the location.
To proceed, carry out the following
Select the “Allocation For Equipment” link at the bottom of the page to allocate costs among the equipment belonging to the location.
Allocate the plan amount among the various resources.
Allocate the plan amount among the various resources.
You can disburse the plan amount that is allocated for a location and for various work type and work category combinations, among the expenses to be incurred for various resources that are required to carry out maintenance in the location.
Select a work type and work category combination and enter the amount that is required for skills, parts, tools, other resources, outsourced and other miscellaneous expenses in the “Skills Amt.”, “Parts Amt”, “Tools Amt”, “Other Res. Amt”, “Misc. Amt” and “Outsourced Amt.” Fields in the multiline.
Allocating cost plan – An overview
This page allows you to allocate funds towards the expenditure incurred in the locations. You can allocate funds to a location for a specific financial year. You can allocate funds for the location as a whole or on the basis of type and category of work that must be performed in the location. The sum total of the amount that is allocated for all the combinations of type and category will constitute the allocation for the current location.
It should be ensured that the total amount allocated to all the locations belonging to a location hierarchy must be less than or equal to the total planned amount for the apex location.
The total amount that is allocated for the location consists of the expenditure that will be incurred on skills, spare parts, tools, other resources, the services that are out-sourced and any other miscellaneous expenditure. If the total allocated amount is greater than the sum of its constituents then the balance amount is treated as a buffer for any unexpected expenses.
The system makes the allocation and stores the login ID of the user who made the allocation along with the date and time of allocation.
The “Create Location” activity in the “Maintenance Organization” business component.
“Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions.
Approve Plan