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This page allows you to select the plan for viewing. Tell me more.
Select the “View 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 viewed:
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Plan No. |
The plan to be viewed (Alphanumeric, 30). |
Select the “View Plan” link provided alongside, to view 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 viewed (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 “Active” status. Leave the field blank, to retrieve plans created for all the financial years. The system leaves the field blank, by default. |
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Status |
Use the drop-down list box to retrieve plans based on the status. The system provides the options: “Fresh”, “Canceled”, “Superseded”, “Closed” and “Approved”. Leave the field blank to retrieve plans belonging to all the statuses. The system leaves the field blank, by default. |
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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. |
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Approved By |
The login ID of the user who approved the plan (Alphanumeric, 30). You can enter the login ID of the user in full or enter it partially. The system retrieves all plans that have been approved by users with similar IDs. |
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 the plans in the “Search Results” multiline:
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Plan No. |
The plan retrieved by the system. |
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Date |
The date on which 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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Approved By |
The login ID of the user who approved the plan. |
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Status |
The status of the plan., which can be “Fresh”, “Canceled”, "Superceded", “Closed” and “Approved” |
Select the hyperlinked plan number in the multiline to view it details.
Selecting plan for viewing – An overview
This page allows you to select the plan for viewing. You can enter the plan directly. Or you can carry out a search based on the plan number, the financial year for which the plan has been created, the status of the plan, the planning group that created the plan and the login ID of the user who approved 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 plan for viewing.