The capitalization plan: one row for each approved capex proposal, made when it was approved, saying when its money…

curl --request GET \
  --url https://app.assetinfinity.ai/api/capex_capitalization_plans

const options = {method: 'GET'};

fetch('https://app.assetinfinity.ai/api/capex_capitalization_plans', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.assetinfinity.ai/api/capex_capitalization_plans",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.assetinfinity.ai/api/capex_capitalization_plans"

	req, _ := http.NewRequest("GET", url, nil)

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://app.assetinfinity.ai/api/capex_capitalization_plans")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)

response = http.request(request)
puts response.read_body

[
  {
    "budget_amount": 123,
    "budget_category_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "budget_category_name": "<string>",
    "business_unit_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capex_plan_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capex_plan_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capitalization_balanced": true,
    "capitalization_decided_at": "<string>",
    "capitalization_needs": [
      "<string>"
    ],
    "capitalization_remaining": 123,
    "capitalization_status": "<string>",
    "capitalization_status_reason": "<string>",
    "capitalized_total": 123,
    "carried_from_code": "<string>",
    "carried_from_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "category_master_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "category_master_name": "<string>",
    "coordinator_name": "<string>",
    "coordinator_user_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "created_at": "<string>",
    "ctc_amount": 123,
    "currency_code": "<string>",
    "currency_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "depreciation_py1_total": 123,
    "division_name": "<string>",
    "first_of_month": true,
    "fiscal_calendar_name": "<string>",
    "fiscal_year": 123,
    "fiscal_year_start_month": 123,
    "fiscal_year_starts_on": "2023-12-25",
    "gst_credit_amount": 123,
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "investment_type": "<string>",
    "item_description": "<string>",
    "last_approved_at": "<string>",
    "last_approved_by_name": "<string>",
    "last_approved_by_user_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "line_count": 123,
    "location_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "location_name": "<string>",
    "location_shift_factor": 123,
    "may_edit": true,
    "may_send": true,
    "plan_code": "<string>",
    "priority": "<string>",
    "proposal_display_status": "<string>",
    "proposal_status": "<string>",
    "proposal_status_at": "<string>",
    "proposal_status_reason": "<string>",
    "request_display_status": "<string>",
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "scheme_code": "<string>",
    "site_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "site_name": "<string>",
    "total_capitalization_value": 123,
    "updated_at": "<string>"
  }
]

Capex capitalization

The capitalization plan: one row for each approved capex proposal, made when it was approved, saying when its money…

The capitalization plan: one row for each approved capex proposal, made when it was approved, saying when its money becomes assets.

What the proposal decided is read off it and cannot be changed here: fiscal_calendar_name (with fiscal_year, fiscal_year_start_month and fiscal_year_starts_on, the first day of the planned year), scheme_code (the Request ID), the unit and location, category_master_id and budget_category_id (the Category and Sub-Category), the project co-ordinator, item_description, priority (the Item Type: VITAL, ESSENTIAL or DESIRABLE), investment_type (NEW or CARRY_FORWARD) and carried_from_line_id (the Reference ID). proposal_status is the proposal’s own: APPROVED_FOR_PLAN until its consolidated planning is approved, PLAN_APPROVED, or rejected, PLAN_REJECTED.

proposal_display_status is the proposal’s status as the Capitalization Plan screen shows it: APPROVED_FOR_CAPITALIZATION from the moment the plan is made until its capitalization is decided, then CAPITALIZATION_APPROVED or CAPITALIZATION_REJECTED. It is PLAN_REJECTED whenever the proposal’s capex plan was rejected, because a proposal that will not be spent is not capitalized.

budget_amount is the budget including GST: typed here for a NEW proposal, and for a CARRY_FORWARD the proposal’s approved carryover from the previous year, which is not changed here. ctc_amount (the CTC including GST) starts as the budget and gst_credit_amount (the GST credit) is given by a planner. total_capitalization_value is ctc_amount less gst_credit_amount.

line_count is how many lots it is capitalized in (see capex_capitalization_lines), capitalized_total what their capitalization values add up to, capitalization_remaining what is left of the total capitalization value, and capitalization_balanced whether the two are equal, which the plan must be before it can be approved. depreciation_py1_total adds up the lots’ depreciation in the planned year. location_shift_factor is the shift factor a Plant and Machinery lot here takes: the number in the custom field named Shift Factor on the proposal’s location, or 1. first_of_month says whether your organisation saves every lot on the 1st of the month of the date given for it, which an administrator turns on in the Form Studio; it is false until they do.

The capitalization is approved in a workflow of its own. A plan goes to its first level by itself when its proposal is approved, and its approvers plan it while it waits on them; where no workflow holds it, it stays here for your organisation’s planners to plan and send with api.submit_capex_capitalization_plan. capitalization_status is OPEN until it is decided, APPROVED when the last level approves it (or at once when sent with no workflow to ask), and REJECTED when a level rejects it, which is final, with capitalization_status_reason what was said. The proposal’s own status is not changed by any of it.

request_id and request_display_status are the capitalization’s own approval request, the open one where there is one; last_approved_by_name and last_approved_at who last approved a level of it, and when. capitalization_needs lists, in the sheet’s words, what the plan still needs before it can be approved or sent: the budget of a NEW proposal, the CTC, the GST credit, at least one lot, a depreciation rate for every lot’s block, and the lots adding up to the total capitalization value; it is empty when nothing. may_edit says whether you may change the plan and its lots now: while it is with its approvers only the approver it waits on may, and otherwise anybody holding finance.capex_capitalization.edit, until it is decided or the proposal’s capex plan is rejected. may_send says whether you may send it for approval.

You see every plan if you may view the capitalization plan. Without that, you see a plan only while a step of its approval is waiting on you under your own authority.

GET

capex_capitalization_plans

The capitalization plan: one row for each approved capex proposal, made when it was approved, saying when its money…

curl --request GET \
  --url https://app.assetinfinity.ai/api/capex_capitalization_plans

const options = {method: 'GET'};

fetch('https://app.assetinfinity.ai/api/capex_capitalization_plans', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.assetinfinity.ai/api/capex_capitalization_plans",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://app.assetinfinity.ai/api/capex_capitalization_plans"

	req, _ := http.NewRequest("GET", url, nil)

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://app.assetinfinity.ai/api/capex_capitalization_plans")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)

response = http.request(request)
puts response.read_body

[
  {
    "budget_amount": 123,
    "budget_category_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "budget_category_name": "<string>",
    "business_unit_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capex_plan_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capex_plan_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "capitalization_balanced": true,
    "capitalization_decided_at": "<string>",
    "capitalization_needs": [
      "<string>"
    ],
    "capitalization_remaining": 123,
    "capitalization_status": "<string>",
    "capitalization_status_reason": "<string>",
    "capitalized_total": 123,
    "carried_from_code": "<string>",
    "carried_from_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "category_master_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "category_master_name": "<string>",
    "coordinator_name": "<string>",
    "coordinator_user_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "created_at": "<string>",
    "ctc_amount": 123,
    "currency_code": "<string>",
    "currency_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "depreciation_py1_total": 123,
    "division_name": "<string>",
    "first_of_month": true,
    "fiscal_calendar_name": "<string>",
    "fiscal_year": 123,
    "fiscal_year_start_month": 123,
    "fiscal_year_starts_on": "2023-12-25",
    "gst_credit_amount": 123,
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "investment_type": "<string>",
    "item_description": "<string>",
    "last_approved_at": "<string>",
    "last_approved_by_name": "<string>",
    "last_approved_by_user_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "line_count": 123,
    "location_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "location_name": "<string>",
    "location_shift_factor": 123,
    "may_edit": true,
    "may_send": true,
    "plan_code": "<string>",
    "priority": "<string>",
    "proposal_display_status": "<string>",
    "proposal_status": "<string>",
    "proposal_status_at": "<string>",
    "proposal_status_reason": "<string>",
    "request_display_status": "<string>",
    "request_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "scheme_code": "<string>",
    "site_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "site_name": "<string>",
    "total_capitalization_value": 123,
    "updated_at": "<string>"
  }
]

Headers

Range

string

Limiting and Pagination

Range-Unit

string

default:items

Limiting and Pagination

Prefer

enum<string>

Preference

Available options:

count=none

Query Parameters

string

capex_plan_line_id

string

created_at

string

updated_at

string

capex_plan_id

string

plan_code

string

fiscal_year

string

fiscal_calendar_name

string

fiscal_year_start_month

string

fiscal_year_starts_on

string

business_unit_id

string

division_name

string

scheme_code

string

site_id

string

site_name

string

location_id

string

location_name

string

category_master_id

string

category_master_name

string

budget_category_id

string

budget_category_name

string

coordinator_user_id

string

coordinator_name

string

item_description

string

priority

string

investment_type

string

carried_from_line_id

string

carried_from_code

string

currency_id

string

currency_code

string

proposal_status

string

proposal_status_reason

string

proposal_status_at

string

proposal_display_status

string

budget_amount

string

ctc_amount

string

gst_credit_amount

string

total_capitalization_value

string

line_count

string

capitalized_total

string

capitalization_remaining

string

capitalization_balanced

string

depreciation_py1_total

string

location_shift_factor

string

first_of_month

string

capitalization_status

string

capitalization_status_reason

string

capitalization_decided_at

string

request_id

string

request_display_status

string

last_approved_by_user_id

string

last_approved_by_name

string

last_approved_at

string

capitalization_needs

string

may_edit

string

may_send

string

select

string

Filtering Columns

order

string

Ordering

offset

string

Limiting and Pagination

limit

string

Limiting and Pagination

Response

budget_amount

number<numeric>

budget_category_id

string<uuid>

Note: This is a Foreign Key to capex_asset_blocks.id.

budget_category_name

string<character varying>

Maximum string length: 150

business_unit_id

string<uuid>

Note: This is a Foreign Key to business_units.id.

capex_plan_id

string<uuid>

Note: This is a Foreign Key to capex_plans.id.

capex_plan_line_id

string<uuid>

Note: This is a Foreign Key to capex_plan_lines.id.

capitalization_balanced

boolean<boolean>

capitalization_decided_at

string<timestamp with time zone>

capitalization_needs

string[]

capitalization_remaining

number<numeric>

capitalization_status

string<character varying>

Maximum string length: 16

capitalization_status_reason

string<text>

capitalized_total

number<numeric>

carried_from_code

string<character varying>

Maximum string length: 60

carried_from_line_id

string<uuid>

Note: This is a Foreign Key to capex_plan_lines.id.

category_master_id

string<uuid>

Note: This is a Foreign Key to capex_asset_blocks.id.

category_master_name

string<character varying>

Maximum string length: 150

coordinator_name

string<character varying>

Maximum string length: 200

coordinator_user_id

string<uuid>

Note: This is a Foreign Key to capex_invite_candidates.id.

created_at

string<timestamp with time zone>

ctc_amount

number<numeric>

currency_code

string<character varying>

Maximum string length: 3

currency_id

string<uuid>

Note: This is a Foreign Key to asset_cost_to_keep.currency_id.

depreciation_py1_total

number<numeric>

division_name

string<character varying>

Maximum string length: 200

first_of_month

boolean<boolean>

fiscal_calendar_name

string<character varying>

Maximum string length: 120

fiscal_year

integer<integer>

fiscal_year_start_month

integer<smallint>

fiscal_year_starts_on

string<date>

gst_credit_amount

number<numeric>

string<uuid>

Note: This is a Primary Key.

investment_type

string<character varying>

Maximum string length: 16

item_description

string<text>

last_approved_at

string<timestamp with time zone>

last_approved_by_name

string<character varying>

Maximum string length: 200

last_approved_by_user_id

string<uuid>

Note: This is a Foreign Key to capex_invite_candidates.id.

line_count

integer<bigint>

location_id

string<uuid>

location_name

string<character varying>

Maximum string length: 200

location_shift_factor

number<numeric>

may_edit

boolean<boolean>

may_send

boolean<boolean>

plan_code

string<character varying>

Maximum string length: 60

priority

string<character varying>

Maximum string length: 12

proposal_display_status

string<text>

proposal_status

string<character varying>

Maximum string length: 24

proposal_status_at

string<timestamp with time zone>

proposal_status_reason

string<text>

request_display_status

string<text>

request_id

string<uuid>

scheme_code

string<character varying>

Maximum string length: 60

site_id

string<uuid>

Note: This is a Foreign Key to entry_currencies.for_site_id.

site_name

string<character varying>

Maximum string length: 200

total_capitalization_value

number<numeric>

updated_at

string<timestamp with time zone>