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MS Dynamic GP @ Portal Budget Transfer 2016

USER MANUAL

LZS

BUDGET TRANSFER

PORTAL

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MS Dynamic GP @ Portal Budget Transfer 2016

REQUESTOR GUIDE

1. Open URL https://portalgp.zakatselangor.com.my/GPDBTPortal/Login.aspx

2. Choose Company and Login to portal using Email Id and given password

3. Budget Transfer

Menu Description

New/Save To create/save new Budget Transfer Draft list of incomplete Budget Transfer or Budget Transfer

that are not yet submitted Inbox list of submitted Budget Transfer and status tracking for

submitted Budget Transfer Returned List To view all the Budget Transfer that is returned by

approver.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1 Create New Budget Transfer

3.1.1 Click New / Save menu button 3.1.2 Fill up the new Budget Transfer form. Make sure all mandatory fields (*) are

completely filled. 3.1.3 The Required Date MUST BE more than today days or else there will be error

prompted. 3.1.4 Justification for unavailability of budget field is to specify any additional Instruction.

3.1.5 Click ‘Save button to create Budget Transfer.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1.6 “Upload” button at the bottom is for you to upload supporting documents.

3.1.7 In “Budget Account” section, there are few line item selections to choose from.

Transfer Nature Category Type - Agihan(Same/Different Asnaf)

- Amil (No Option) Office Type - Same or Different Location/Office Workflow -

Budget Requestor(Penambahan) Budget Code (Penambahan) – Click on “Select Account” hyperlink for

Choose those accounts is no enough Budget

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MS Dynamic GP @ Portal Budget Transfer 2016

Budget Source (Pengurangan) Budget Code (Pengurangan) – Click on “Select Account” hyperlink for

Choose those accounts is need transfer to Destination accounts.

Request Amount - Key in the Request Amount field accordingly.

Remark(Optional for requester to justify by line item)

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1.8 Then, click ‘Add Item’ button to add item in line 3.1.9 In Budget Line Item, you can click on the View hyperlink for Check the current balance.

*Note: Green color is Source Account. Orange color is Destination Account.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1.10 Click “Print” to print out physical Budget Transfer Form 3.1.11 Then, click “Submit” buton to submit the completed Budget Transfer. Click “OK” the

window messages that appear.

3.2 Draft

3.2.1 All Budget Transfer that has been created but yet to be submitted will be kept as Draft.

3.2.2 Click “Draft” submenu to view list of drafted Budget Transfer and you may view its detail and continue to process the pending Budget Transfer.

3.2.3 Click “Draft. No” to view the details.

3.2.4 Click “Delete” if you want to delete the Budget Transfer.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.3 Check status of Budget Transfer (Inbox) 3.3.1 Click ‘Inbox’

3.3.2 Choose from “View Status” drop down menu your desired Budget Transfer status. (i.e.

All, Approved, Pending, Rejected, Returned) 3.3.3 You may also search based on Budget Transfer No or by choosing Start Date and End

Date of Budget Transfer submitted. 3.3.4 Click at the “Budget Transfer. No” link to view Budget Transfer item detail 3.3.5 Click “Copy” if you want to create new Budget Transfer with same detail item 3.3.6 Click at “Status” link to view Budget Transfer approval status

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MS Dynamic GP @ Portal Budget Transfer 2016

3.3.7 The Approval Status will appear showing the list of approver and its approval status.

Approval Status Description

Approved The Budget Transfer has been approved by the respective approver

Rejected The Budget Transfer has been rejected by the respective approver

Pending The Budget Transfer is yet to be approved by the respective approver

3.4 Email Notification Email notification will send to Requestor Email inbox after; 1. Application Form submitted 2. Application approved 3. Application rejected

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MS Dynamic GP @ Portal Budget Transfer 2016

4.0 REPORT BUDGET TRANSFER (ACCOUNT AMIL)

4.1 Click on BT Report menu to open submenu BT Report Summary 4.2 Click BT Report Summary menu to open BT Summary report page

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MS Dynamic GP @ Portal Budget Transfer 2016

4.3 Choose office type to display summary report on Budget Transfer record for particular department

4.4 Click on any of Budget Code to see details transaction of Budget Transfer record for particular code

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MS Dynamic GP @ Portal Budget Transfer 2016

4.5 You can click Excel to extract report to MS Excel format.

5.0 REPORT BUDGET TRANSFER (AKAUN AGIHAN)

5.1 Click on BT Report menu to open submenu BT Report Summary

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MS Dynamic GP @ Portal Budget Transfer 2016

5.2 Click BT Report Summary menu to open BT Summary report page

5.3 Choose Asnaf and Office type to display summary report on Budget Transfer record for particular department. You may download the list of budget codes under selected department/office to Excel

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MS Dynamic GP @ Portal Budget Transfer 2016

5.4 Click on any of Budget Code to see details transaction of Budget Transfer record for particular code

5.5 You can click Excel to extract report to MS Excel format.

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MS Dynamic GP @ Portal Budget Transfer 2016

APPROVER GUIDE

1. Open URL https://portalgp.zakatselangor.com.my/GPDBTPortal/Login.aspx

2. Choose company and Login to portal using Email Id and given password

3. Approval On Budget Transfer

Menu Description

Pending Approval List of pending Budget Transfer to approved

Approver Inquiry List of Budget Transfer approved by the user

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1 Pending Budget Transfer to Approved

3.1.1 Click on Budget Transfer No to view the Budget Transfer Info

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MS Dynamic GP @ Portal Budget Transfer 2016

3.1.2 Click on Budget Account Details tab to view the Budget Account Detail *Note: Green color is Source Account. Orange color is Destination Account.

3.1.3 You can click on the View hyperlink for check the current balance.

3.1.4 To approve the Budget Transfer, click on Submit button.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.2 Approver Inquiry

3.2.1 You can click on the Budget Transfer No to view the details and Status to view the status of the Budget Transfer.

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MS Dynamic GP @ Portal Budget Transfer 2016

3.3 Email Notification Email notification will send to Approver Email inbox after;

1. Application Form submitted 2. First / second/ third and other approver approved the application 3. Application rejected

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MS Dynamic GP @ Portal Budget Transfer 2016

4.0 REPORT BUDGET TRANSFER (ACCOUNT AMIL)

4.1 Click on BT Report menu to open submenu BT Report Summary 4.2 Click BT Report Summary menu to open BT Summary report page

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MS Dynamic GP @ Portal Budget Transfer 2016

4.3 Choose office type to display summary report on Budget Transfer record for particular department

4.4 Click on any of Budget Code to see details transaction of Budget Transfer record for particular code

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MS Dynamic GP @ Portal Budget Transfer 2016

4.5 You can click Excel to extract report to MS Excel format.

5.0 REPORT BUDGET TRANSFER (AKAUN AGIHAN)

5.1 Click on BT Report menu to open submenu BT Report Summary

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MS Dynamic GP @ Portal Budget Transfer 2016

5.2 Click BT Report Summary menu to open BT Summary report page

5.3 Choose Asnaf and Office type to display summary report on Budget Transfer record for particular department. You may download the list of budget codes under selected department/office to Excel

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MS Dynamic GP @ Portal Budget Transfer 2016

5.4 Click on any of Budget Code to see details transaction of Budget Transfer record for particular code

5.5 You can click Excel to extract report to MS Excel format.