Creating Proposal

This page allows you to create a proposal. Tell me more.

Select the “Create Proposal” link under the “Budget” business component.

The “Create Proposal” page appears.

The system displays the following fields:

Proposal No.	The number of the proposal automatically generated by the system.
Proposal Date	The date on which the proposal is created. The system displays the current date, by default.
Status	The status of the proposal. The system leaves this field blank, when the page is launched. It displays “Fresh”, when you click the “Create” pushbutton.

Enter the following field:

Financial Year	Use the drop-down list box to select the financial year for which the proposal is to be defined. The system fills in this field with all the financial years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions and which are in the “Open” status. The system displays the current year, by default.
The system displays the following field:
Planning Group	The default planning group of the location that is selected in the “Current Location” field.

Enter the following field in the “Location Details” group box:

Current Loc.	Use the drop-down list box to select the location for which the proposal is raised. 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 displays the apex location, by default.
The system displays the following fields in the “Location Details” group box:
Apex Loc.	The apex location of the primary system.
Parent Loc.	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:

Child Loc.

Use the drop-down list box to view the child locations of the location selected in the “Current Location” field.

Enter the following fields in the “Proposal Details” multiline. Ensure that you enter at least one row in the multiline:

A Click here to know the budget details of the previous financial years before creating a proposal.

Type

Use the drop-down list box to select the work type for which the proposal is raised. 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 define a proposal 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.

Category

Use the drop-down list box to select the work category for which a proposal is raised. 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 define a proposal 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.

Note: Ensure that the “Type – Category” combination is unique to the multiline.

Total Amt	The total amount that is required for carrying out maintenance work for the current location and for the selected type and category of work.(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”.
Skill Amt	The amount that is required for the expenditure on skills (Decimal).
Parts Amt	The amount that is required for the expenditure on spare parts (Decimal).
Tools Amt	The amount that is required for the expenditure on tools (Decimal).
Other Res. Amt	The amount that is required for the expenditure on other resources (Decimal).
Misc. Amt	The amount that is required for miscellaneous expenditure (Decimal).
Outsourced Amt.	The amount that is required for outsourcing resources (Decimal).
The system displays the following field in the multiline:
Buffer Amt.	The difference between the total amount and the amount that is proposed for resources. 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:

Current Loc. Amt.	The total amount that is proposed towards the expenditure incurred on the current location and for all the type and category combinations.
Child Loc. Amt.	The total amount that is proposed towards the expenditure incurred on all the immediate child locations of the current location.
Total Amt.	The total amount that is proposed for the current location including its child locations. The total amount is calculated as the sum of the amounts that is displayed in “Current Loc Amt” and “Child Loc Amt” fields.

Enter the following fields in the “Expense History” group box:

A You can enter the following details to know more about the budget allocation done for the previous years before creating a proposal for a specific financial year.

Financial Year	Use the drop-down list box to select the financial year for which you wish to view the budget details. The system fills in this field with all the years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions and which are in the “Open” status. The system displays the previous year, by default.
Type	Use the drop-down list box to select the work type for which you wish to view the details of the previous budget. 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” or leave the field blank, if you wish to view the budget details for all the types of work orders that can be raised in the location. The system leaves the field blank, by default.
Category	Use the drop-down list box to select the work category, for which you wish to view the details in the previous budget. The system fills in all the categories that are defined in the “Define WO Categories” activity and which are in the “Active” status. Set the field to “All” or leave the field blank, if you wish to view the budget details for all the categories of work orders that can be raised in the location. The system leaves the field blank, by default.

Click the “Get Details” pushbutton.

The system retrieves the following details, if available:

Total Proposed Amt	The total amount that is proposed for the location.
Proposed Skill	The amount that is proposed for the expenditure on skills.
Proposed Parts	The amount that is proposed for the expenditure on parts.
Proposed Tools	The amount that is proposed for the expenditure on tools.
Proposed Other Res.	The amount that is proposed for the expenditure on other resources.
Proposed Misc.	The amount that is proposed for miscellaneous expenditure.
Proposed Outsource	The amount that is proposed for the expenditure on outsourced resources.
Proposed Buffer	The amount that is proposed for any additional or buffer expenditure.
The system displays the following details of the amount allocated for the location:
Total Allocated Amt	The total amount that is allocated for the location.
Allocated Skills	The amount that is allocated for the expenditure on skills.
Allocated Parts	The amount that is allocated for the expenditure on parts.
Allocated Tools	The amount that is allocated for the expenditure on tools.
Allocated Other Res.	The amount that is allocated for the expenditure on other resources.
Allocated Misc.	The amount that is allocated for miscellaneous expenditure.
Allocated Outsourced	The amount that is allocated for the expenditure on outsourced resources.
Allocated Buffer	The amount that is allocated for any buffer expenditure.
The system displays the following details about the actual expenditure incurred:
Total Actual Amt	The total amount that is actually spent on the location.
Actual Skills	The amount that is actually spent on skills.
Actual Parts	The amount that is actually spent on parts.
Actual Tools	The amount that is actually spent on tools.
Actual Other Res.	The amount that is actually spent on other resources.
Actual Misc.	The amount that is actually spent on miscellaneous expenditure.
Actual Outsource	The amount that is actually spent on outsourced resources.

Check the box in the “Select” column of the multiline, to select the row for deletion from the multiline.
Click the Delete icon in the toolbar above the multiline, to delete the selected rows from the multiline.
Click the “Create” pushbutton to create the proposal.

Note: The system creates the proposal and stores it under a unique proposal number. It also assigns a “Fresh” status to the proposal and displays the current date in the “Proposal Date” field.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the proposal.
Created Date	The date and time at which the user created the proposal.
Last Modified By	The login ID of the user who last modified the proposal.
Last Modified Date	The date and time at which the user last modified the proposal.

Check the box in the “Select” column of the multiline to select the row for which proposal must be made for the equipment belonging to the location.

To proceed, carry out the following

Select the “Proposal For Equipment” link from the bottom of the page to apportion the proposed amount among the equipment belonging to the location.

What you can do in this page

Refer to the details of previous budgets

You can refer to the details of the previous budgets that are created before defining the proposed amount for the current financial year.

Select the financial year for which you to view the expense history in the “Financial Year” field in the “Expense History” group box.
Select the type and category of work order for which you wish to view the expense history in the “Type” and “Category” field.
Click the “Get Details” pushbutton to retrieve the details of the expense history.

Creating Proposal – An overview

You can create a proposal in this page. You can create a proposal for a particular location and for a specific financial year. You can specify the total amount that is expected to be incurred on the expenditure for the location along with a break-up of the expenditure for skills, parts, tools, other resources, the services that are out-sourced and any other miscellaneous expenditure. The total of the amount that is proposed for each individual resource must be less than or equal to the total amount that is proposed for the work type and work category combination selected in the multiline. The difference in the total amount and the sum of the amount that is proposed for the resources is considered as the buffer amount that can be utilized for any unexpected expenses.

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)

You can specify the proposed amount for the location as a whole on the basis of type and category of work that must be performed in the location. The sum total of all the total amounts for all the combinations of type and category will constitute the current location amount You are provided with the facility of viewing the expense history for the given location for the previous financial years. This helps you to view the proposed, allocated and actual amount spent on the location before you create a proposal for a location.

The system creates the proposal in the “Fresh” status and stores the login ID of the user who created the proposal along with the date and time of creation.

Prerequisites

“Create Planning Group” activity under the “Maintenance Organization” business component.
“Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions.
“Create Location” activity under the “Maintenance Organization” business component.