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This page allows you to approve an active proposal. Tell me more.
Select the “Approve Proposal” link from the “Select Proposal” page. Alternatively, select the hyperlinked proposal number in the multiline of the same page.
The “Approve Proposal” page appears.
Enter the following field, if you wish to approve a proposal other than the proposal selected in the previous page.
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Proposal No. |
The proposal to be edited (Alphanumeric, 30). |
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Press <Enter>. The system retrieves the details of the proposal. | |
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The system displays the following fields: |
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Proposal Date |
The date on which the proposal is created. |
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Status |
The status of the proposal, which can be “Fresh”. |
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Financial Year |
The financial year for which the proposal was created. |
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Planning Group |
The planning group that has created the proposal. |
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Approved By |
The login ID of the user who approved the proposal. |
Select the “Approve Proposal For Equipment” link at the bottom of the page if you wish to modify any details pertaining to the proposal defined for the equipment before approving the proposal.
The system displays the following fields in the “Location Details” group box:
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Current Loc. |
The location for which proposal is created. |
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Apex Loc. |
The apex location of the primary system. |
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Parent Loc. |
The parent location of the location displayed in the “Current Location” field. |
Use this field to view all the child locations of the current location:
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Child Loc. |
Use the drop-down list box to view the child locations of the location displayed 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:
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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 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. |
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Category |
Use the drop-down list box to select the work category for which the 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 the 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.
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Total Amt. |
The total amount that is required for carrying out maintenance work in the 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”. |
Note: Ensure that the total amount allocated for the location is not modified to a value, which is greater than the sum of the total amount allocated for all the equipment for that work type and work category combination.
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Skill Amt. |
The amount that is required for the expenditure on skills (Decimal). |
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Parts Amt. |
The amount that is required for the expenditure on spare parts (Decimal). |
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Tools Amt. |
The amount that is required for the expenditure on tools (Decimal). |
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Other Res. Amt |
The amount that is required for the expenditure on other resources (Decimal). |
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Misc. Amt |
The amount that is required for miscellaneous expenditure (Decimal). |
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Outsourced Amt. |
The amount that is required for outsourcing resources (Decimal). |
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The system displays the following field in the multiline: |
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Buffer Amt. |
The difference between the total amount and 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 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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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. |
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Child Loc. Amt. |
The total amount that is proposed towards the expenditure incurred on all the immediate child locations of the current location. |
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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:
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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 are in the “Open” status. The system displays the previous year, by default. |
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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. |
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Category |
Use the drop-down list box to select the work category for which you wish to view the details of the previous budget. 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” 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:
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Total Proposed Amt |
The total amount that is proposed for the location. |
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Proposed Skill |
The amount that is proposed for the expenditure on skills. |
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Proposed Parts |
The amount that is proposed for the expenditure on parts |
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Proposed Tools |
The amount that is proposed for the expenditure on tools |
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Proposed Other Res. |
The amount that is proposed for the expenditure on other resources |
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Proposed Misc. |
The amount that is proposed for miscellaneous expenditure. |
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Proposed Outsource |
The amount that is proposed for the expenditure on outsourced resources. |
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Proposed Buffer |
The amount that is proposed for any additional or buffer expenditure. |
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The system displays the following details of the amount allocated for the location: |
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Total Allocated Amt. |
The total amount that is allocated for the location. |
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Allocated Skill |
The amount that is allocated for the expenditure on skills. |
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Allocated Parts |
The amount that is allocated for the expenditure on parts. |
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Allocated Tools |
The amount that is allocated for the expenditure on tools. |
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Allocated Other Res. |
The amount that is allocated for the expenditure on other resources. |
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Allocated Misc. |
The amount that is allocated for miscellaneous expenditure. |
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Allocated Outsource |
The amount that is allocated for the expenditure on outsourced resources. |
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Allocated Buffer |
The amount that is allocated for any buffer expenditure. |
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The system displays the following details about the actual expenditure incurred: |
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Total Actual Amt. |
The total amount that is actually spent on the location. |
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Actual Skills |
The amount that is actually spent on skills. |
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Actual Parts |
The amount that is actually spent on parts. |
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Actual Tools |
The amount that is actually spent on tools. |
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Actual Other Res. |
The amount that is actually spent on other resources. |
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Actual Misc. |
The amount that is actually spent on miscellaneous expenditure. |
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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.
Click the Delete icon in the toolbar above the multiline to delete the selected rows.
Click the “Approve” pushbutton to approve the proposal.
Note: The system approves the proposal and sets the status of the proposal as “Approved”.
The system displays the following fields in the “Record Statistics” group box:
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Created By |
The login ID of the user who created the proposal. |
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Created Date |
The date and time at which the user created the proposal. |
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Last Modified By |
The login ID of the user who last modified the proposal. |
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Last Modified Date |
The date and time at which the user last modified the proposal. |
View the proposal details for any preceding financial year.
View the proposal details for any preceding financial year.
You can view the proposal details that are already defined for any previous financial years before approving the proposal of the current location and financial year.
Select the financial year for which you wish to view the proposal details in the “Financial Year” field in the “Expense History” group box.
Select the type and category of work for which you wish to view the proposal details in the “Type” and “Category” field in the “Expense History” group box.
Click the “Get Details” pushbutton.
The system retrieves the proposal details of the selected financial year.
Approving proposal – An overview
This page allows you to approve an active proposal. You can approve a request that has been selected in the previous page. You can also enter a proposal in this page and approve it. You can modify the proposal details for equipment belonging to the location before approval is made. On approval, the status of the proposal is set as “Approved”. If there are any proposals already existing and are in the “Approved” status for the same location and financial year combination, the status of such a proposal is set as “Superceded”. Before approving a proposal you can also make any modifications to the existing proposed amount for the location. You can also view the details of budgets that have been defined for the previous years before making any changes to the existing proposal details.
The system stores the login ID of the user who approved the proposal along with the date and time of approval.
Create Proposal