Form Tracking
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This activity allows you to save the required form details for various transactions. The form types combo is loaded based on the applicability set for various transaction at the Master Checklist / Form type activity.
Select the “Update / View Form Details” link from the bottom of the page.
The “Form Tracking” page appears.
Note:
Clicking this icon available near certain fields takes you to the help page of the respective field.
The system displays the following details in the “Form Issue” group box:
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Status |
The status of the transaction |
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Doc. No. |
A unique code identifying the documents for which the form details has to be updated. |
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Doc. Date |
The date of the document. |
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Document Type |
The type of document from where the Form Details link is launched. |
Enter the following detail:
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Form Type |
Use the drop-down list box to select the form type for the document . The combo is loaded with the applicable values for the transaction as defined in the Master Checklist / Form Type activity of the Notes component. |
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Description |
The description of the form type. |
Enter the following details in the “Form Details” multiline:
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Form No. |
A unique number identifying the form which is to be specified for the document . |
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Form Date |
The date on which the form has been updated against the document. |
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Valid Till |
The date until which the form is valid for the document |
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From |
The name of the department or the organization, from which the form is received. |
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By |
The name of the department or the organization, from which the form is issued by . |
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Ref. Doc. No. |
A unique number identifying the reference document. |
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Amount |
The total amount specified in the form. |
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Remarks |
Any remarks towards the addition of form details to the document . |
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Form Series No. |
A unique series number of the form. |
Click the “Save” pushbutton to save the form details against the specified document number.
The system save the details and updates the status as Draft.
Note: The Save task is not visible when the page is launched through the link “View Form Details”.
