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This page allows you to select the plan for editing. Tell me more.
Select the “Edit Plan” link under the “Budget” business component.
The “Select Plan” page appears.
Enter the following fields in the “Direct Entry” group box, if you know the plan to be edited:
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Plan No. |
The plan to be edited (Alphanumeric, 30). |
Select the “Edit Plan” link provided alongside, to edit the plan.
To search for a plan
Enter the following fields in the “Search Criteria” group box to search for a plan:
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Plan No. |
The plan to be edited (Alphanumeric, 30). You can enter the plan in full or specify it partially. The system retrieves all plans similar to the plan entered here. |
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Financial Year |
Use the drop-down list box to retrieve plans based on the financial year for which it was created. The system fills in all the financial 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. Ensure that the financial year does not have a plan that is in the “Closed” status. Leave the field blank, to retrieve plans created for all the financial years. The system leaves the field blank, by default. |
Note: If you leave the field blank, the system retrieves all the plans that are created for all financial years except for those financial years for which a plan exists in the “Closed” status. This is because you cannot carry out any budget-related functions for a financial year for which the plan is closed.
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Planning Group |
The planning group that created the plan (Alphanumeric, 30). You can enter the planning group in full or specify it partially. The system retrieves all plans created by similar planning groups. |
Enter the following fields in the “Plan Date” field to retrieve plans created during a specified period:
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From |
The starting date from which you wish to retrieve the plans that are created (Date Format). |
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To |
The date until which you wish to retrieve the plans that are created (Date Format). Ensure that the date entered in this field is later than the date entered in the “From” field. |
Click the “Search” pushbutton.
Based on the filter criteria entered, the system retrieves in the “Search Results” multiline, the plans that are in the “Fresh” status:
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Plan No. |
The plan retrieved by the system. |
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Date |
The date when the plan was created. |
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Location |
The location for which the plan was created. |
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Financial Year |
The financial year for which the plan was created. |
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Planning Group |
The planning group that created the plan. |
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Status |
The status of the plan, which can be “Fresh”. |
Select the hyperlinked plan number in the multiline to edit its details.
Selecting plan for editing – An overview
You can select the plan for editing in this page. If you know the plan, enter it directly. Otherwise you can carry out a search based on the plan number, the financial year in which the plan was created and the planning group that has created the plan. You can also retrieve the plans that have been created during a specified period. Based on the filter criteria entered, the system retrieves the plans that are in the “Fresh” status for editing.