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This page allows you to view the details of the plan that was already created. Tell me more.
Select the “View Plan” link under the “Budget” business component. Alternatively, select the hyperlinked plan number in the multiline of the same page.
The “View Plan” page appears.
Enter the following field in the “Plan Details” group box, if you wish to view the details of a plan other than the plan selected in the previous page:
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Plan No. |
The plan to be viewed (Alphanumeric, 30). |
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Press <Enter>. The system retrieves the details of the plan. | |
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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The status of the proposal, which can be “Fresh”, “Approved”, “Canceled”, "Superceded" and “Closed”. |
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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. |
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Plan Amt. |
The amount that is planned towards the expenditure for the location. |
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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. |
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Approved By |
The login ID of the user who approved the plan. |
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Desc. |
The description of the plan. |
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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 and 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 approved amount that is proposed for the apex location and for the financial year. |
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Remarks |
Any additional information about the plan. |
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Zoom facility available | |
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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 proposals that are created in bulk.
This page allows you to view the details of the plan that was already created. You can view the details of the plan that is selected in the previous page. You can also enter a plan in this page and view its details. The system displays the details of the selected plan.