Specify Budget And Proposal Details
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This page allows you to map the items in the PR to the respective Budget Ids and proposal Ids. The system displays the PR details such as the PR number, the type of PR. You can enter the proposal ID and the Budget ID for each line item in the multiline.
This page allows you to approve the page for further processing.
Select the “Specify Budget and Proposal Details” link at the bottom of the “Specify Drop ship Address” page.
The “Specify Budget And Proposal Details” page appears.
The system displays the following in the header
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Status |
The status of the PR |
The system displays the following fields in the “PR Details” group-box
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PR No. |
The purchase request number for which the budget and proposal details are specified. |
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PR Type |
The type of the purchase request. |
Enter the following fields in the “Default Entries” group-box:
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Budget ID |
The unique code identifying the Budget to which the line item Is associated to (Alphanumeric, 6). The value entered here should be valid and should be active on the transaction date. |
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Help Facility Available |
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Proposal No. |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is specified thereby helping the purchase requester to know the assigned amount for the purchase of capital item (Alphanumeric, 18)This should be blank for all the line item if the PR type is not “Capital”. The value entered here should be valid and should be active on the transaction date. |
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Help Facility Available Facility Available |
Click the “Default” pushbutton to default all the values in the multiline
The system displays the following fields in the multiline:
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PR Line No. |
The line Number of the Item specified in the Purchase Request. |
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Item Code |
The unique code identifying the item |
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Variant Code |
The variant code of the item |
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Desc. |
The textual description pertaining to the item |
Enter the following fields in the multiline:
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Budget ID |
The unique code identifying the Budget to which the line item Is associated to (Alphanumeric, 6). The value entered here should be valid and should be active on the transaction date. |
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Press <Enter> Key |
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Help facility available. |
The system displays the following fields in the multiline:
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Budget Description |
The description pertaining to the Budget ID specified. |
Enter the following fields in the multiline:
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Proposal No. |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is specified thereby helping the purchase requester to know the assigned amount for the purchase of capital item (Alphanumeric, 18)This should be blank for all the line item if the PR type is not “Capital”. The value entered here should be valid and should be active on the transaction date. |
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Press <Enter> Key |
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Help facility available. |
The system displays the following information in the “Budget and Proposal Details” multiline
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Proposal Description |
The textual description pertaining to the proposal Id specified. |
Click the “Specify Details” pushbutton to save the budget and proposal details.
The system displays the success message.
The Budget and Proposal details will be mapped to the Purchase Request.
Click the “Approve PR” pushbuttonto approve the PR
The system displays the success message.
The Purchase Request will be approved if al the necessary information is complete and is eligible for Request for Quotation or Purchase Order.
The status of the document will be updated as “Approved”.
To Proceed carry out the following
Select the “View Budget Details” link at the bottom of the page to view the budget details
Select the “View Proposal Details” link at the bottom of the page to view the proposal details
