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You can enter report criteria in this page and generate a report on the amount that is allocated for the location and its child location for a specific financial year.
Select the “Generate Allocation Details” link under the “Budget Reports” business component.
The “Generate Allocation Details” page appears.
Enter the following in the “Search Criteria” group box:
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Financial Year |
Use the drop-down list box to select the financial year for which you to wish to generate an allocation details report. The system lists all the financial years that are in the “Active” status and that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. The system displays the current financial year, by default. |
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Location |
Use the drop-down list box to select the location for which a report on allocation details must be generated. The system lists all the locations that belong to the primary system. The system displays the apex location, by default. |
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Type |
Use the drop-down list box to select the type of work order for which the allocation has been done. The system lists all the types of work orders that have been defined in the “Define WO Types” activity and are in the “Active” and “Inactive” statues. The system leaves the field blank, by default. |
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Category |
Use the drop-down list box to select the category of work order for which the allocation has been done. The system lists all the categories of work orders that have been defined in the “Define WO Categories” activity and are in the “Active” and “Inactive” statuses. The system leaves the field blank, by default. |
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Status |
Use the drop-down list box to select the status of the proposal for which the report must be generated. The system provides the options “Fresh”, “Approved” and “Canceled”. |
Enter the following in the “Allocation Date” field:
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From |
The allocation date starting from which you wish to generate the report (Alphanumeric, 30) |
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To |
The allocation date till which you wish to generate the report (Alphanumeric, 30) |
Enter the following in the “Report Options” group box:
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Report Action |
Use the drop-down list box to select the default report action. The system lists the following options:
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Sort By |
Use the drop-down list box to specify the order in which the entries in the report will be sorted. The system provides the options “Plan Status”, “Location” and “Plan No.” |
Select the “Generate Report” link to generate a report on allocation details.
