InvestmentRequestDto

Example Json Object

  1{
  2  "id": 0,
  3  "createdOn": "2019-08-24T14:15:22Z",
  4  "createdById": "string",
  5  "modifiedOn": "2019-08-24T14:15:22Z",
  6  "modifiedById": "string",
  7  "createdByName": "string",
  8  "lastModifiedByName": "string",
  9  "requestedAmount": 0,
 10  "companyCurrency": "string",
 11  "investmentAreaIds": [
 12    0
 13  ],
 14  "requestCategoryId": 0,
 15  "displayId": "string",
 16  "leaseAreaId": 0,
 17  "leaseAreaDisplayId": "string",
 18  "leaseAreaName": "string",
 19  "businessUnitId": 0,
 20  "businessUnitDisplayId": "string",
 21  "companyId": 0,
 22  "companyDisplayId": "string",
 23  "departmentId": 0,
 24  "departmentDisplayId": "string",
 25  "title": "string",
 26  "investmentCurrencyId": 0,
 27  "investmentCurrencyDisplayId": "string",
 28  "companyCurrencyId": 0,
 29  "companyCurrencyDisplayId": "string",
 30  "reportingCurrencyId": 0,
 31  "reportingCurrencyDisplayId": "string",
 32  "masterInvestmentRequestId": 0,
 33  "inceptionExchangeRate": 0,
 34  "exchangeRateValidFrom": "2019-08-24",
 35  "weightedAverageExchangeRate": 0,
 36  "status": "DRAFT",
 37  "workflowStepName": "string",
 38  "description": "string",
 39  "justification": "string",
 40  "totalRequestedAmount": 0,
 41  "totalExpense": 0,
 42  "totalSpent": 0,
 43  "originalRequestedAmount": 0,
 44  "modifiedAmount": 0,
 45  "currentAvailable": 0,
 46  "modificationId": 0,
 47  "requestCategory": {
 48    "id": 0,
 49    "createdOn": "2019-08-24T14:15:22Z",
 50    "createdById": "string",
 51    "modifiedOn": "2019-08-24T14:15:22Z",
 52    "modifiedById": "string",
 53    "createdByName": "string",
 54    "lastModifiedByName": "string",
 55    "displayId": "string",
 56    "title": "string",
 57    "subTitle": "string",
 58    "icon": "string",
 59    "budgetTitle": "string",
 60    "budgetSubTitle": "string",
 61    "investmentTitle": "string",
 62    "investmentSubTitle": "string"
 63  },
 64  "expectedInitiationDate": "2019-08-24",
 65  "expectedCompletionDate": "2019-08-24",
 66  "actualInitiationDate": "2019-08-24",
 67  "actualCompletionDate": "2019-08-24",
 68  "requestUrgency": "string",
 69  "leaseArea": {
 70    "id": 0,
 71    "status": "CREATED",
 72    "displayId": "string",
 73    "name": "string",
 74    "businessUnitId": 0
 75  },
 76  "businessUnit": {
 77    "id": 0,
 78    "status": "CREATED",
 79    "displayId": "string",
 80    "name": "string",
 81    "leaseAreaId": 0,
 82    "companyId": 0
 83  },
 84  "company": {
 85    "id": 0,
 86    "status": "CREATED",
 87    "displayId": "string",
 88    "erpSystemId": 0,
 89    "erpSystemDisplayId": "string",
 90    "countryId": 0,
 91    "countryDisplayId": "string",
 92    "postingPeriodVariantId": 0,
 93    "name": "string",
 94    "postingPeriodVariantDisplayId": "string",
 95    "controllingAreaId": 0,
 96    "controllingAreaDisplayId": "string",
 97    "chartOfAccountId": 0,
 98    "chartOfAccountDisplayId": "string",
 99    "fiscalVariantId": 0,
100    "fiscalVariantDisplayId": "string",
101    "chartOfDepreciationId": 0,
102    "chartOfDepreciationDisplayId": "string",
103    "purchasingOrganizationId": 0,
104    "assetId": 0,
105    "exchangeRateTypeId": 0,
106    "plantId": 0,
107    "incrementalBorrowingRateId": 0,
108    "businessUnitId": 0,
109    "projectId": 0,
110    "transferVariantId": 0,
111    "partnerId": 0,
112    "departmentId": 0,
113    "accountingStandardId": 0,
114    "generalLedgerAccountId": 0,
115    "consumerPriceIndexCategoryId": 0,
116    "costCenterId": 0,
117    "costCenterRelationValidFrom": "2019-08-24",
118    "costCenterRelationValidTo": "2019-08-24"
119  },
120  "department": {
121    "id": 0,
122    "status": "CREATED",
123    "displayId": "string",
124    "name": "string",
125    "companyId": 0,
126    "leaseGroupId": 0
127  },
128  "linkedBudgets": [
129    {
130      "id": 0,
131      "createdOn": "2019-08-24T14:15:22Z",
132      "createdById": "string",
133      "modifiedOn": "2019-08-24T14:15:22Z",
134      "modifiedById": "string",
135      "createdByName": "string",
136      "lastModifiedByName": "string",
137      "requestCategoryId": 0,
138      "year": 0,
139      "displayId": "string",
140      "project": "string",
141      "requestCategory": {
142        "id": 0,
143        "createdOn": "2019-08-24T14:15:22Z",
144        "createdById": "string",
145        "modifiedOn": "2019-08-24T14:15:22Z",
146        "modifiedById": "string",
147        "createdByName": "string",
148        "lastModifiedByName": "string",
149        "displayId": "string",
150        "title": "string",
151        "subTitle": "string",
152        "icon": "string",
153        "budgetTitle": "string",
154        "budgetSubTitle": "string",
155        "investmentTitle": "string",
156        "investmentSubTitle": "string"
157      }
158    }
159  ],
160  "investmentRequestToInvestmentAreaIdsLinkedToBudget": [
161    0
162  ]
163}

📄 Description: Data transfer object representing a request for investment, encapsulating key details such as investment amount, purpose, and associated metadata to facilitate informed decision-making in financial planning.

Properties

Name

Type

Required

Restrictions

Description

id

integer(int64)

false

none

Unique identifier for the resource

createdOn

string(date-time)

false

none

Timestamp indicating when the investment request was created, providing essential context for tracking and managing investment timelines.

createdById

string

false

none

Unique identifier for the created by

modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the investment request, ensuring accurate tracking of updates within the investment management process.

modifiedById

string

false

none

Unique identifier for the modified by

createdByName

string

false

none

Name of the created by

lastModifiedByName

string

false

none

Name of the last modified by

requestedAmount

number

false

none

Amount of requested

companyCurrency

string

false

none

Specifies the currency in which the investment request is denominated, ensuring accurate financial representation and reporting.

investmentAreaIds

[integer]

false

none

Array of unique identifiers representing the specific investment areas associated with the investment request.

requestCategoryId

integer(int64)

false

none

Unique identifier for the request category

displayId

string

false

none

Unique identifier for the display

leaseAreaId

integer(int64)

false

none

Unique identifier for the lease area

leaseAreaDisplayId

string

false

none

Unique identifier for the lease area display

leaseAreaName

string

false

none

Name of the lease area

businessUnitId

integer(int64)

false

none

Unique identifier for the business unit

businessUnitDisplayId

string

false

none

Unique identifier for the business unit display

companyId

integer(int64)

false

none

Unique identifier for the company

companyDisplayId

string

false

none

Unique identifier for the company display

departmentId

integer(int64)

false

none

Unique identifier for the department

departmentDisplayId

string

false

none

Unique identifier for the department display

title

string

false

none

Title of the resource

investmentCurrencyId

integer(int64)

false

none

Unique identifier for the investment currency

investmentCurrencyDisplayId

string

false

none

Unique identifier for the investment currency display

companyCurrencyId

integer(int64)

false

none

Unique identifier for the company currency

companyCurrencyDisplayId

string

false

none

Unique identifier for the company currency display

reportingCurrencyId

integer(int64)

false

none

Unique identifier for the reporting currency

reportingCurrencyDisplayId

string

false

none

Unique identifier for the reporting currency display

masterInvestmentRequestId

integer(int64)

false

none

Unique identifier for the master investment request

inceptionExchangeRate

number

false

none

Rate of inception exchange

exchangeRateValidFrom

string(date)

false

none

Indicates the date and time from which the specified exchange rate is considered valid for the investment request.

weightedAverageExchangeRate

number

false

none

Rate of weighted average exchange

status

string

false

none

Status of the resource

workflowStepName

string

false

none

Name of the workflow step

description

string

false

none

Description of the resource

justification

string

false

none

Explanation for the rationale behind the investment request, providing necessary context for decision-making and approval processes.

totalRequestedAmount

number

false

none

Amount of total requested

totalExpense

number

false

none

TotalExpense represents the cumulative financial outlay associated with the investment request, providing essential insight for budgetary assessments and financial planning.

totalSpent

number

false

none

Total amount of funds allocated to the investment request, reflecting the overall financial commitment made by the organization.

originalRequestedAmount

number

false

none

Amount of original requested

modifiedAmount

number

false

none

Amount of modified

currentAvailable

number

false

none

Represents the current available amount of funds for investment requests within the system.

modificationId

integer(int64)

false

none

Unique identifier for the modification

requestCategory

RequestCategoryDto

false

none

Category of the request

expectedInitiationDate

string(date)

false

none

Date of the expected initiation

expectedCompletionDate

string(date)

false

none

Date of the expected completion

actualInitiationDate

string(date)

false

none

Date of the actual initiation

actualCompletionDate

string(date)

false

none

Date of the actual completion

requestUrgency

string

false

none

Indicates the level of urgency for the investment request, helping prioritize processing and resource allocation.

leaseArea

LeaseAreaDto

false

none

Represents the total area designated for lease within the investment request, essential for evaluating property utilization and financial planning.

businessUnit

BusinessUnitDto

false

none

Represents the specific business unit associated with the investment request, facilitating targeted resource allocation and strategic decision-making.

company

CompanyDto

false

none

Represents the name of the company associated with the investment request, facilitating identification and tracking of investment opportunities.

department

DepartmentDto

false

none

Represents the department associated with the investment request, facilitating organizational alignment and resource allocation.

linkedBudgets

[BudgetLiteDto]

false

none

Array of linked budget identifiers associated with the investment request, facilitating budget management and allocation tracking.

investmentRequestToInvestmentAreaIdsLinkedToBudget

[integer]

false

none

Array of identifiers linking investment requests to specific investment areas associated with the budget, facilitating streamlined financial tracking and allocation.

Enumerated Values

Attribute

Value

status

APPROVED, DRAFT, MODIFICATION, REJECTED, REWORK, SUBMITTED