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This page allows you to edit a proposal that is selected in the “Select Proposal” page. Tell me more.
Select the “Edit Proposal” link from the “Select Proposal” page. Alternatively, select the hyperlinked proposal number in the multiline of the same page.
The “Edit Proposal” page appears.
Enter the following field, if you wish to edit 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 created the proposal. The description of the planning group is displayed alongside. |
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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 the child locations belonging to 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. The system leaves the field blank, by default. |
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 editing the proposal.
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Type |
Use the drop-down list box to select the work type for which a 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. |
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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 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.
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Total Amt. |
The total amount that is required for carrying out maintenance work for the current location and for the type and category combination (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”. Also ensure that the amount entered here is not less than the amount that is proposed for the equipment belonging to the location. |
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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. |
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The system displays the following fields in the multiline: |
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Current Loc. Amt. |
The total amount that is proposed towards the expenditure incurred on the current location for all the work type and category combinations. |
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Child Loc. Amt. |
The total amount that is approved for allocation towards the expenditure incurred on the immediate child locations of the current location. |
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Total Amt. |
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.
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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 “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 Outsourced |
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 the 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. |
Note: Ensure that the total amount that is allocated for the location is not greater than the sum of the total amount that is proposed for all the equipment for that work type and work category combination.
Enter the following field if you wish to cancel a proposal:
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Canceling Remarks |
Any additional information on canceling the proposal (Alphanumeric, 255). |
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Zoom facility available |
Click the “Cancel” pushbutton to cancel the proposal.
Note: The system cancels the proposal and sets the status of the proposal as “Canceled”.
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 “Edit” pushbutton to edit the proposal.
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. |
Check the box in the “Select” column of the multiline to select the row for which the proposed cost must be apportioned among the equipment belonging to the location.
To proceed, carry out the following
Select the “Edit Equipment Proposal” link from the bottom of the page to edit the details of the proposal that is defined for equipment belonging to the location.
View the proposal details for any previous financial year.
View the proposal details for any previous financial year.
You can view the proposal details that are already defined for any previous financial years before defining the proposal details for 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.
You can cancel a proposal in this page.
Enter any remarks pertaining to the cancellation of the proposal in the “Canceling Remarks” field.
Click the “Cancel” pushbutton to cancel the proposal.
Editing proposal – An overview
You can edit an already defined proposal in this page. You can edit a proposal that is selected in the “Select Proposal” page. You can also enter a proposal directly in this page and edit its details. You can re-define the proposed expenditure that will be incurred for carrying out maintenance activities in the location as also the expenditure on various resources that will be utilized for carrying out the activities. You can also view the budget details of the previous years before editing the proposal details.
You can cancel a proposal in this page. On cancellation, the status of the proposal is set as “Canceled”. You can cancel a proposal that is in the “Fresh” status.
The system edits the proposal details and stores the login ID of the user who edited the proposal along with the date and time of editing.
“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.