|
|
|
|
|
You can enter report criteria in this page and generate reports on proposal details.
Select the “Generate Proposal Details” link under the “Budget Reports” business component.
The “Generate Proposal Details” page appears.
Enter the following in the “Search Criteria” group box:
|
Location |
Use the drop-down list box to select the location for which a report on proposal details must be generated. The system lists all the locations that belong to the primary system. The system displays the apex location, by default. |
|
Financial Year |
Use the drop-down list box to select the financial year from which you to wish to generate a proposal 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. |
|
Type |
Use the drop-down list box to select the type of work order for which the proposal has been raised. 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. |
|
Category |
Use the drop-down list box to select the category of work order for which the proposal has been raised. 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. |
|
Planning Group |
The planning group of the location (Alphanumeric, 30). You can enter the planning group in full or specify it partially. |
|
Approved By |
The login ID of the user who approved the proposal (alphanumeric, 30). |
|
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 “Proposal No.” field:
|
From |
The proposal number from which you wish to generate the report (Alphanumeric, 30). |
|
To |
The proposal number till which you wish to generate the report (Alphanumeric, 30). |
Enter the following in the “Proposal Date” field:
|
From |
The proposal date starting from which you wish to generate the report (Alphanumeric, 30) |
|
To |
The proposal date till which you wish to generate the report (Alphanumeric, 30) |
Enter the following in the “Report Options” group box:
|
Report Action |
Use the drop-down list box to select the default report action. The system lists the following options:
The system displays “View”, by default. |
|
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 “Proposal No.”, “Proposal Date”, “Location”, “Status” and “Financial Year”. |
Select the “Generate Report” link to generate a report on the amount that is proposed for the location.
