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Budget Approval

This page contains the following tabs:

  • New Budget Approval
  • Waiting Approval
  • Closed

New Budget Approval

This component is a table that shows a list of budget approvals with various filtering and sorting options.

Budget Approval

  1. Click on the "Refresh" button to update the table's data.
  2. Click the "Create" button to create a new budget approval.
  3. Click on a row to select an item in the table.
  4. Click the "Delete" button to delete a selected item.
  5. Click the "Send" button to send a new budget approval. This button is only visible if the current status is "NEW".
  6. Click the "Minimize Budget" button to create a new budget approval with the same details as the current one, but with a minimized budget.
  7. Click the "Approve" button to approve a budget approval waiting for approval. This button is only visible if the current status is "WAITING_APPROVAL".
  8. Click the "Reject" button to reject a budget approval waiting for approval. This button is only visible if the current status is "WAITING_APPROVAL".
  9. Type in the search bar to search the table.
  10. Click on a column header to sort the table.
  11. Use the dropdown menu to change the number of items displayed in the table.

Note: This component is used in an Angular application and uses Angular directives.

Waiting Approval

This component displays a table of budget approvals waiting for approval that can be sorted and searched.

Usage

  1. Click the "Refresh" button to load the latest list of budget approvals.
  2. Use the "Approve" or "Reject" buttons to approve or reject a budget approval. These buttons are only visible if the status of the selected budget approval is "WAITING_APPROVAL".
  3. Use the search box to search for specific budget approvals by code or name.
  4. Click on a row to select a budget approval.
  5. Click the "Delete" button to delete a selected budget approval.

Closed

This component displays a table of closed budget approvals with a search input box and a refresh button.

Usage

  1. Click the "Refresh List" button to update the table's data.
  2. Type a search term in the search input box to search for a specific budget approval.
  3. Click on the row to view details of a specific budget approval.
  4. Click the delete button in the actions column of the row containing the budget approval you want to delete.

Details

This tab control includes the following tabs:

  • Details
  • Items

Details

This control has two parts:

  • Basic Info
  • Lifecycle

Basic Info

This page is an edit form for budget approval entry that allows the user to enter or modify budget approval details such as customer account, billing account, service account, and date of budget approval.

Usage

  1. Fill in the form fields such as date of budget approval, customer account, billing account, and service account.
  2. Click on the "Save" button to save the form details. You can click the "Cancel" button at the bottom of the form to discard the changes.

Lifecycle

This is a form that allows the user to edit chosen budget approvals. The form has three fields for status, valid from date, and valid until date, along with corresponding dropdowns for the first field, and date pickers with time selectors for the latter two fields. There are two buttons at the end of the form, labeled 'Cancel' and 'Save'. The 'Cancel' button allows the user to go back to the previous page without saving any changes, while the 'Save' button saves the changes made in the form.

Usage

  1. Choose the appropriate status from the dropdown.
  2. Select the valid from date by clicking on the corresponding date picker and selecting a date along with time.
  3. Select the valid until date by clicking on the corresponding date picker and selecting a date along with time.
  4. Click the 'Cancel' button to cancel the changes made and go back to the previous page.
  5. Click the 'Save' button to save the changes made to the form. However, the button will be disabled until all mandatory fields are filled in correctly. After clicking the save button, the form will be submitted and the changes will be reflected.

Items

This page component displays a table of budget approval items with details such as product name, quantity, price, amount, existing quantity, and a delete button. You can search for specific items, select an item to view or delete it in detail, and interact with the page by using the navigation buttons above the table.

Usage

  1. Click the "Refresh List" button to update the table's data.
  2. Click the "Create" button to create a new budget approval item.
  3. Type in the search input field to search for a specific budget approval item.
  4. Click on a row to select an item.
  5. Click the delete button to delete a selected item. A confirmation message will be displayed before deleting the item.