Selecting proposals for viewing

This page allows you to search and select an asset proposal for viewing its details. 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.

Select the “View 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 for which you want to view details:

Proposal Type	Use the drop-down list box to select the type of asset proposal from “Acquisition” or “Retirement”.
	Acquisition – indicates that the proposal has been created for the purchase of fixed assets.
	Retirement – indicates that the proposal has been created for the retirement of fixed assets.
Proposal No	The unique number identifying the proposal for which you want to view details (Alphanumeric, 18). Help facility available

Select the “Acquisition Proposal” link at the bottom of the page to view the acquisition proposal details.
Select the “Retirement Proposal” link at the bottom of the page to view the retirement proposal details.
Enter the following fields in the “Search Criteria” group box to search for the number identifying the proposal for which you want to view details:

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.
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 are similar to the value entered here.
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.
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.

To	The ending amount in the range of proposed amounts that you want to retrieve (Decimal).
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.
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.

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.
Amendment No	The number identifying the amendment that has been made to the proposal (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the proposal numbers that have amendment numbers similar to the value entered here.
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.

To	The ending date in the range of dates during which the proposal that you want to retrieve expires (Date Format).

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:

Proposal No	The number identifying the proposal.
Amendment No	The number identifying the amendment made to the proposal.
Proposal Type	The type of asset proposal. It could be “Acquisition” or “Retirement”.
	Acquisition – indicates that the proposal has been created for the purchase of fixed assets.
	Retirement – indicates that the proposal has been created for the retirement of fixed assets.
Proposal Date	The date on which the proposal was created.
Total Proposed Amount	The total proposed cost of the proposal.
Board Reference	Any observations made by the board.

Check the box in the “Select” column of the multiline to mark proposal numbers for which you want to view details.

To proceed, carry out the following

Select the “Acquisition Proposal” link at the bottom of the page to view the details of the acquisition proposal.
Select the “Retirement Proposal” link at the bottom of the page to view the details of the retirement proposal.