Help On Plan

In this page you can retrieve the details of plans that are already defined. You can carry out a search based on the financial year in which the plan was created. Based on the financial year entered, the system retrieves the plans that are in the “Approved”, "Superceded" and “Closed” statuses and for which allocation has already been done.

Click the lens icon next to the “Earlier Plan No.” field in the main page.

The “Help On Plan” page appears.

Enter the following field:

Financial Year	Use the drop-down list box to retrieve plans based on the financial year for which it was created. If the “Allow Copying of Plans & Allocations” field has been set as “From same Financial Year”, the system fills in this field with only the financial year selected in the main page. If the “Allow Copying of Plans & Allocations” field has been set as “From All Financial Years”, the system fills in this field with all the financial years that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions and are in the “Active” status.
	The system displays the following field:
Apex Loc.	The apex location for which the plan has been defined.
Based on the selected financial year, the system retrieves in the “Plan Details” multiline, the plans that are in the “Approved”, "Superceded" and “Closed” statuses and for which allocation has already been done:
Plan No.	The plan retrieved by the system.
Plan Date	The date on which the plan was created.
Plan Amt.	The plan allocated for the plan.
Status	The status of the plan, which can be “Approved”, "Superceded" or “Closed”.
Planning Group	The planning group that created the plan.
Approved By	The employee ID of the user who approved the plan.

Check the box in the “Select” column of the multiline to select the plan.
Click the “OK” pushbutton.