Selecting proposals for closure
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This page allows you to search and select an asset proposal for closure. If you are aware of the type of proposal and the number identifying the proposal you can enter it directly. Otherwise, you can carry out a search by specifying the code identifying the finance book, the description of the proposal, the currency of the proposal amount and the ID of the user who has created the proposal. You can also search by specifying a range of proposal amounts, proposal numbers and expiry dates during which the proposal expires. The system retrieves all the proposals that are in the “Active” status based on the search criteria entered.
This activity also allows you to close multiple proposals when it is decided that these proposals must not be used. The status of the proposals is updated as “Closed”. The system stores the login ID of the user and the system date along with the closure details.
Select the “Close Asset Proposal” link under the “Asset Planning” business component.
The “Select Proposal” page appears.
Enter the following fields if you are aware of the number identifying the proposal that you want to close:
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Proposal Type |
Use the drop-down list box to select the type of asset proposal from “Acquisition” or “Retirement”. |
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Proposal No |
The unique number identifying the proposal that you want to close (Alphanumeric, 18). |
Select the “Acquisition Proposal” link at the bottom of the page to close the acquisition proposal.
Select the “Retirement Proposal” link at the bottom of the page to close the retirement proposal.
Enter the following fields in the “Search Criteria” group box to search for the number identifying the proposal that you want to close:
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Finance Book |
Use the drop-down list box to select the code identifying the finance book for which the proposal is to be closed. All the finance books that are deployed in the company will be available for selection. The system displays “All” by default on launch of the page. |
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User ID |
The login ID or the name of the user who has created the proposal (Alphanumeric, 30). You can enter the ID or name in full or specify it partially using the “*” character. The system retrieves all the proposals that have been raised by users whose IDs or names similar to the value entered here. |
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Proposal Description |
A textual description of the proposal (Alphanumeric, 40). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the proposals that have descriptions similar to the value entered here. |
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Proposed Amount From |
The starting amount in the range of proposed amounts that you want to retrieve (Decimal). |
Note: The value entered in this field must be lesser than the value entered in the “To” field.
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To |
The ending amount in the range of proposed amounts that you want to retrieve (Decimal). |
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Currency |
Use the drop-down list box to select the code identifying the currency in which the proposal has been raised. All the currency codes that have been mapped to the company will be available for selection in the ascending order. The currency must have been defined in the “Create Country and Currency” activity of the “Organization Setup” business component and must be in “Active” status. The system displays the base currency of the company by default on launch of the page. |
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Expiration Date From |
The starting date in the range of dates during which the proposal that you want to retrieve expires (Date Format). |
Note: The date entered in this field must be before the date entered in the “To” field.
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To |
The ending date in the range of dates during which the proposal that you want to retrieve expires (Date Format). |
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Proposal No From |
The starting number in the range proposal numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the proposals that have numbers similar to the value entered here. |
Note: The number entered in this field must be before the value entered in the “To” field.
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To |
The ending number in the range of proposal numbers that you want to retrieve (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the proposals that have numbers similar to the value entered here. |
Click the “Search” pushbutton to retrieve the search results.
The system displays the following in the “Search Results” multiline based on the search criteria entered:
Note: The system retrieves all the proposals that are in the “Active” status.
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Proposal No |
The number identifying the proposal. |
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Proposal Type |
The type of asset proposal. It could be “Acquisition” or “Retirement”. |
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Proposal Date |
The date on which the proposal was created. |
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Total Proposed Amount |
The total amount of each proposal. |
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Board Reference |
The board reference, if any. |
Bulk closure:
To proceed, carry out the following
Check the box in the “Select” column of the multiline to mark proposal numbers for closure.
Click the “Close Proposal” pushbutton to close the proposal.
The status of the proposals chosen is updated as “Closed”.
Individual closure:
To proceed, carry out the following
Check the box in the “Select” column of the multiline to mark proposal number for closure.
Select the “Acquisition Proposal” link at the bottom of the page to close an acquisition proposal.
Select the “Retirement Proposal” link at the bottom of the page to close a retirement proposal.
