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This page allows you to edit a plan. Tell me more.
Select the “Edit Plan” link under the “Budget” business component. Alternatively, select the hyperlinked plan number in the multiline of the same page.
The “Modify Plan” page appears.
Enter the following field in the “Plan Details” group box, if you wish to edit the details of a plan other than the plan selected in the previous page:
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Plan No. |
The plan to be edited (Alphanumeric, 30). |
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Press <Enter>. The system retrieves the details of the plan. |
Note: You can modify a plan that is in the “Fresh” status. The system does not allow you to modify this plan, if there already exists a plan in the “Closed” status for the financial year for which the plan is was created.
The system retrieves the following details:
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Plan Date |
The date on which the plan was 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 plan was created. |
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Start Date |
The starting date of the current financial year as defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. |
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End Date |
The ending date of the current financial year as defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. |
Enter the following field:
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Plan Amt. |
The amount that is planned towards the expenditure for the location (Decimal). Mandatory. Ensure that the plan amount is not negative. |
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The system displays the following field: |
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Planning Group |
The planning group that is responsible for creating the plan. The system displays the planning group of the apex location. |
Enter the following field:
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Desc. |
The description of the plan (Alphanumeric, 150). |
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Zoom facility available | |
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The system displays the following fields in the “Proposal Details” group box: |
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Apex Loc. |
The location for which the plan was created. |
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Proposal No. |
The number of the approved proposal that was created for the apex location for the selected financial year. |
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Proposal Date |
The date on which the proposal was created. |
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Total Proposed Amt. |
The total amount that is proposed and approved for the apex location and for the financial year. |
Enter the following fields to cancel the plan:
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Canceling Remarks |
Any additional information on canceling the plan (Alphanumeric, 150). |
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Zoom facility available |
Click the “Cancel Plan” pushbutton to cancel the plan.
Note: The system cancels the plan and sets the status of the plan as “Canceled”.
Click the “Modify” pushbutton to edit the plan.
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 plan. |
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Created Date |
The date and time at which the user created the plan. |
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Last Modified By |
The login ID of the user who last modified the plan. |
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Last Modified Date |
The date and time at which the user last modified the plan. |
To proceed, carry out the following
Select the “View Proposal Details” link at the bottom of the page to view the proposal details that has been defined for the location.
You can edit a plan in this page. You can edit the plan selected in the previous page. You can also enter a plan in this page and edit its details. You can modify the plan amount and the description of the plan. You can also cancel a plan in this page. On cancellation, the system sets the status of the plan as “Canceled”. The system modifies the plan and stored the login ID of the user who modified the plan along with the date and time of modification.
“Create Planning Group” activity in the “Maintenance Organization” business component.
“Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions.
“Create Location” activity in the “Maintenance Organization” business component.