Help on Proposal Number
|
|
|
|
This page allows you to retrieve the details of the proposal number that is already defined in the system.
A CAPEX Proposal refers to the Capital Expense Proposal, which is a document representing the financial sanctions that would result in an increase or decrease in the total value of the Fixed Assets of a company. A proposal is a document, identified by a unique proposal number, in which a particular course of action is proposed and its corresponding financial implications are drafted. Proposals are defined in the “Asset Planning” business component.
You can carry out a search based on the proposal number, proposal description, range of expiry dates, board reference and asset class code. The system displays details such as proposal number, proposal description, amendment number, proposal date, total proposed amount, currency, committed amount and board reference.
Click the lens icon positioned next to the “CAPEX Proposal #” field in the main screen.
The “Help on Proposal Number” page appears.
Enter the following field in the “Search Criteria” group box to search for the proposal number. Data entry in the following fields is optional.
|
Proposal # |
The code identifying the proposal for which the details must be retrieved (Alphanumeric, 18). |
|
You can enter the proposal code in full, or specify it partially using the “*” character. The system retrieves all the proposal codes, which are similar to the code entered here. |
|
|
Proposal Description |
The textual description of the proposal (Alphanumeric, 40). You can enter the proposal description in full, or specify it partially using the “*” character. The system retrieves all the proposal codes with descriptions that are similar to the code entered here. |
|
Expiry Date From |
The starting date in the range of dates during which the proposal will expire (Date Format). |
|
Expiry Date To |
The ending date in the range of dates during which the proposal will expire (Date Format). |
|
Board Reference |
The board reference pertaining to the proposal (Alphanumeric, 100). |
|
Asset Class Code |
Use the drop-down list box to select the asset class code to which the proposal is associated. The system lists all the asset class codes defined in the “Asset Type Definition” business component. |
Click the “Search” pushbutton to display the search results.
The system displays the following fields in the “Search Results” multiline:
|
Proposal # |
The code identifying the proposal. |
|
Proposal Description |
The textual description of the proposal. |
|
Amendment # |
The amendment number of the proposal. |
|
Proposal Date |
The date on which the proposal was created. |
|
Total Proposed Amount |
The total amount for which the proposal is created. |
|
Currency |
The currency in which the proposed amount is represented. |
|
Committed Amount |
The amount committed against that proposal number. |
|
Board Reference |
The board reference pertaining to the proposal. |
Check the box in the “Select” column of the multiline to select the proposal number.
Click the “OK” pushbutton.
