Review inquiry

• Company (field CPY)

Company code of the inquired company. Mandatory field.

• Site (field FCY)

Optional field used to enter a "Site" code to limit the inquiry to the budget objects of this site. If the site is not entered, the inquiry will take into account all the budget objects of the company.

• Period start (field DATDEB)

The entered date ranges are used to filter the budget envelopes having revisions whose start date is included in this period of time (Envelope start date superior or equal to the period start date, and inferior or equal to the period end date).

The start date is initialized by default by the start date of the last fiscal year open.

• Period end (field DATFIN)

The end date is initialized by default by the end date of the last fiscal year open.

• Fiscal year (field DFIY)

Code of the start fiscal year for the entered period.

• field FFIY

Code of the end fiscal year for the entered period.

• Review no. (field SELNUM)

This field is used to call a revision display upon entry of its identifier.

• Project (field PRJ)

Additional selection criteria used to display only the revisions performed on the envelopes belonging to the entered project.

• Responsible entity from (field ENTMSTR)

• Responsible entity to (field ENTMEND)

• Approval entity from (field ENTASTR)

• Approval entity to (field ENTAEND)

• Envelope from (field ENVSTR)

• Envelope to (field ENVEND)

• All types (field ALLTYP)

When this tick box is ticked, the inquiry displays all revision types: multiple revisions, individual revision of an envelope, individual revision of a fiscal year budget, individual revision of a budget line.

• Review type (field SELTYP)

This option can be accessed if the field "All types" is not selected. In this case it is used to limit the inquiry depending on the revision type:

• Multiple revision: a revision is multiple as soon as it concerns two or three different object types (envelope, budget and/or budget line).
• Envelope: only the envelope is concerned by the revision.
• Budget: only the budget is concerned by the revision.
• Budget line: only the budget line is concerned by the revision.

For a selection by object (envelope, budget or budget line), if a multiple revision includes the object revision, the muliple revision is also displayed in the revision list. For instance: For a selection by "Envelope", the multiple revisions concerning an envelope and a budget or an envelope and a budget line are also displayed.

• Review no. (field NUM)

Review number that is generated by the system according to this format: (REV-)(MONTH)(YEAR)(Order number).

• Review type (field TYP)

If the revision concerns objects of different levels, envelope, budget and/or line, the revision is of type "Multiple". In this case it is possible to inquire the revision detail:

• In the "Revision inquiry", via right-click on the revision of type "Multiple", line"Detail:
• In the revision inquiry, this detail is displayed in a table.
• In the "Revisions approval"screen, via right click on the table lines containing the level"Multiple", "line"Detail:

• Request date (field CREDAT)

This field displays the creation (entry) date of the revision request.

• Requester (field CREUSR)

Code of the revision requester.

• Agreement/refusal date (field UPDDAT)

Revision or approval revision date, entered via the last signer code of the approval circuit of the revision, or via the the signer who has generated the revision denial.

• Status (field STA)

Information indicating the approval's progress: Requested, approved, denied. This information is managed in the local menu 2699.

• Signer (field UPDUSR)

Field entered via the next signatory code of the approval circuit of revisions.

• Envelope (field ENV)

Code of the budget envelope related to a review request.

• Fiscal year (field INTFIY)

Title associated with the site or company code.

• Request reason (field RENTAB)

Revision request reason code entered or selected in the miscellaneous table 349.

• Original amount (field AMT)

Budgeted amount before revision, expressed ex tax, of the envelope, budget or budget line. This amount corresponds to the amount approved, increased or decreased of previous revisions.

• Refusal reason (field RENTXT)

Detailed explanation for the rejection of the revision request.

• Requested amount (field AMTASK)

Revised amount, requested or approved (depending on the revision status), expressed ex tax, of the envelope, budget or budget line.

• Taken from reserve (field AMTPRS)

Ex tax amount from the "Reserve" amount out of the envelope for a budget revision, or from the "Reserve" amount out of the budget for the revision of a budget line.

• Taken from not distributed (field AMTPNV)

Ex tax amount from the "Left to distribute" amount out of the envelope for a budget revision, or from the "Left to distribute" amount out of the budget for the revision of a budget line.

• Extension (field AMTRAL)

"Increased" amount from the envelope.

• Amount consumed (field REALISE)

Total of the purchases requests, orders, posted invoices on the budget lines, budgets and envelopes. This information is displayed only for an approval by object or via the detail of a multiple approval.

• Balance (field SOLDE)

Balance of the budget lines, budgets and envelopes corresponding to the budgeted amount - the actual amount. This information is displayed for a "single" revision. For this "multiple" revision, this zone is not loaded, you have to check the table "Detail".