This activity allows you to identify and retrieve the details of an Allocation ID. You can search for an Allocation ID through the Help on Allocation ID screen by specifying the values in the Search Criteria section. Based on the specified details, the respective information is displayed in the Search Results multiline. The selected Allocation ID details are transferred to the required page on selecting the OK button or on double-clicking the relevant row in the multiline.
Resource Request should have been defined through the Maintain Resource Request activity
Resource Allocation should have been defined through the Resource Availability activity
Click the lens icon next to the Allocation ID field in the main screen.
The Help on Allocation ID screen appears.
Enter the values in the Search Criteria section for retrieving the list of existing allocation details.
Click Search.
The system retrieves and displays the list of existing Allocation Ids in the Search Results multiline based on the specified search and filter criteria.
Click the checkbox to select the Allocation ID and click OK to transfer the details of the selected Allocation ID to the main screen or double-click the required row in the multiline.
The details of the selected Allocation ID are transferred to the main screen.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Search Criteria section |
||||||
|
Request ID |
The request ID of the resource request for which you want to retrieve the details. |
Textbox |
Yes |
Yes |
20 |
|
|
Request ID Status |
The option that indicates the status of the resource request by which you want to retrieve the details. |
Textbox |
No |
No |
20 |
The system lists All, Authorized, Rejected, Closed, Cancelled, Partially Cancelled, In Cancellation and Fresh as options. |
|
Request Date From |
The date from which the resource request is made. |
Textbox |
Yes |
No |
11 |
|
|
Request Date Till |
The date until which the resource request is made. |
Textbox |
Yes |
No |
11 |
|
|
Allocation ID |
The request ID of the resource allocation for which you want to retrieve the details. |
Textbox |
Yes |
Yes |
20 |
|
|
Allocation ID Status |
The option that indicates the status of the resource allocation by which you want to retrieve the details. |
Textbox |
No |
No |
20 |
The system lists Open, Reserved, Allocated and Closed as options. |
|
Requester Code |
The code of the requestor who requested the resource. |
Textbox |
Yes |
No |
20 |
|
|
Requester Name |
The name of the requestor. |
Textbox |
Yes |
No |
50 |
|
|
Employee Code |
The code that identifies the employee. |
Textbox |
Yes |
No |
25 |
|
|
Employee Name |
The name of the employee. |
Textbox |
Yes |
No |
50 |
|
|
Client Code |
The code that identifies the client for which the resource is allocated. |
Textbox |
Yes |
No |
25 |
|
|
Client Name |
The name of the client. |
Textbox |
Yes |
No |
50 |
|
|
Project Code |
The project code for which the resource is allocated. |
Textbox |
Yes |
No |
25 |
|
|
Project Name |
The name of the project. |
Textbox |
Yes |
No |
50 |
|
|
Department |
The option that indicates the department for which the resource is allocated. |
Combo |
Yes |
No |
20 |
|
|
Search Results Multiline |
||||||
|
Allocation ID |
The allocation ID of the resource. |
Textbox |
No |
Yes |
20 |
|
|
Allocation ID Status |
The allocation status of the resource. |
Textbox |
No |
Yes |
20 |
|
|
Request ID |
The request ID of the resource request. |
Textbox |
No |
Yes |
20 |
|
|
Req ID Status |
The status of the resource request. |
Textbox |
No |
Yes |
20 |
|
|
Req Date |
The date on which the resource request is made. |
Textbox |
No |
Yes |
11 |
|
|
Requester Code |
The code of the requestor who requested the resource. |
Textbox |
No |
Yes |
20 |
|
|
Requester Name |
The name of the requestor. |
Textbox |
No |
Yes |
50 |
|
|
Emp Code |
The code that identifies the employee to whom the project is allocated. |
Textbox |
No |
Yes |
20 |
|
|
Emp Name |
The name of the employee. |
Textbox |
No |
Yes |
50 |
|
|
Client Code |
The code that identifies the client for which the resource is allocated. |
Textbox |
No |
Yes |
25 |
|
|
Client Name |
The name of the client. |
Textbox |
No |
Yes |
50 |
|
|
Project Code |
The project code for which the resource is allocated. |
Textbox |
No |
Yes |
25 |
|
|
Project Name |
The name of the project. |
Textbox |
No |
Yes |
50 |
|
|
Department |
The department for which the resource is allocated. |
Combo |
No |
Yes |
20 |
|