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This Help page allows you to search and select an asset proposal and transfer the details to the field where it is required.
You can carry out a search by specifying the type of proposal, the code identifying the finance book, the description of the proposal and the currency of the proposal amount. 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. The selected proposal number is transferred to the required page, when it is confirmed.
Click the lens icon positioned next to the “Proposal No.” field.
The “Help on Proposal No.” page appears.
Enter the following fields in the “Search Criteria” group box to search for a proposal number.
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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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Asset Class Code |
Use the drop-down list box to select the code identifying the asset class for which the proposal has been created. The “Asset Class” must have been defined in the “Create Asset Class” activity of the “Asset Type Definition” business component and must be in “Active” status. All the asset classes that have been defined for the company will be available for selection. The system displays “All” by default on launch of the page. |
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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 created. 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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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. |
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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). |
The system displays the following in the “Search Results” multiline based on the search criteria entered:
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Proposal No |
The number identifying the proposal. |
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Proposal Description |
The textual description of the proposal. |
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Amendment No |
The number identifying the amendment made to 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 proposed cost of the proposal. |
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Utilized Amount |
The budget amount that has been utilized till date. |
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Balance Amount |
The budget amount that is yet to be used. |
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Board Reference |
Any observations made by the board. |
Check the box in the “Select” column of the multiline to select a proposal number.
Click the “OK” pushbutton.
