Sancharsoft Help document for Inventory correction on pre ERP scenario. Systems Team Mobile Services BSNL, Kerala Circle

Transcription

1 Sancharsoft Help document for Inventory correction on pre ERP scenario Systems Team Mobile Services BSNL, Kerala Circle

2 Sancharsoft provides a new menu ERP migration for inventory reconciliation activities for ERP migration. This menu provides facility to download the present stock of particular CSC/Accounts. User can delete/add inventories as required. Fig Step 1: Go to ERP Migration->Download This menu is provided to use for one time only. It will list the entire stock of particular CSC. Click Save, it will save the entire stock to your local PC in excel format.

3 Fig Now Sancharsoft saved the stock to a temporary location for reconciliation. Step 2: Reconcile SIM & Topup cards Go to ERP Migration->Delete-SIM/RC In this menu CSC/accounts can delete stock of SIMs & TUs. Select Product-i.e Prepaid or postpaid or Recharge, then select plan (eg: KE 2G prepaid 64K SIM), then the total list of the particular plan will be displayed lot wise. CSC user should enter the starting serial no. of Cards & counts to be deleted for the particular lot. For example lot to , but CSC does not have SIM & 34. So it needs to be removed. So enter in Start. No: & enter 2 in Quantity box & click Delete. CAUTION: Clicking on Delete button will remove the item from the list permanently & cannot be restored. Hence doubly confirm the serial number before deletion.. See the screen shot below (Fig to Fig 1.2.6)

4 Fig Fig 1.2.4

5 Fig Fig 1.2.6

6 For RC/TU - Delete-SIM/RC select product-recharge, select plan from dropdown. Example lot to , but CSC does not have TU cards to 320(4 cards). So it needs to be removed. So enter in Start. No: & enter 4 in Quantity box & click Delete. Deletion preview will be generated in bottom part of the page. Click confirm for effecting deletion. See the screen shot below (Fig to Fig ) Fig 1.2.9

7 Fig

8 Fig Step 3: Delete Others Thru step 2 stock reconciliation for SIM/RC/TU cards have been carried out. Now CSC/accounts need to correct the stock of other items like UITC, FLPP, Datacard, CFA products etc. Go to Delete Others, select plan from the dropdown list. The full stock of the particular plan will be displayed. Select tick box is provided to select serial no.s for deletion. After selecting the serial no.s click delete selected cards ; then the selected serial numbers will be removed from stock. See screen shot for more clarity (Fig to Fig )

9 Fig

10 Fig Fig Fig

11 Step 3: Add Stock If some item serial no.s is not present in the stock downloaded; then CSC can add that items to stock thru this menu. Fig Note for CDMA SIM no. in Sancharsoft means 10 digit MIN (9180xx), so enter accordingly while loading. Sample case: load TU55 Click Add-Stock Select Product Recharge Select plan Topup 55 Enter start coupon no. & No. of coupons then click Confirm System will load the serial No.s to inventory. Follow same procedure for all other non-valuated inventories. Step 4: Deleted stock This menu generates the report of stock deleted during a period from the CSC for ERP migration. Report will help CSC in-charge to get the entire deletion details with serial no.s, plan wise and date wise.

12 Step 5: Confirm Stock On confirm Stock the downloaded stock & deleted stock will be shown with plan & count. Tick mark the declaration boxes & clicks Forward. Now the final stock confirmation at CSC finished the same go to SSA accounts for final approval. SSA accounts can verify the stock of CSC & given confirmation. Note: Accounts officer can reject the stock if any discrepancy is present.

13 SSA Rejected Stock This menu displays the stock rejected by SSA accounts. Once any stock is rejected by the SSA accounts user, further addition of the same stock is not possible.

14 IMPORTANT 1. The serialized details of physical stock-in-hand with CSC on the date of downloading stock must be noted down. It is against this data, that correction through reconciliation pages are to be done 2. It may be noted that addition and deletion of only downloaded stock will be displayed in the reports & confirmation page in Reconcilation module. If any stock is sold /received/ diverted at the CSC after downloading of stock, same will be reflected only in the MM02 format available for downloading in SSA Accounts User Login 3. Daily transactions are to be compulsorily updated & only through the normal pages available in SS, once stock has been downloaded. Recon module is not to be used for depleting stock sold after one-time-download date. 4. Added/ deleted items will be loaded/ removed in actual SS inventory only after SSA Accounts user confirms the stock of all CSC s through ERP- Reconciliation module available in his login prior to black-out. 5. It should be noted that, for ERP migration, merging of CSC s for maintaining unique SLOC-CSC & stock diversion s from other POS (points of sale) to the SLOC-CSC was done. Hence all such stock which is diverted from, or issued offline, to POS / closed CSC s are to be considered as stock of the SLOC-CSC & same is to be kept in mind while correcting stock of the SLOC-CSC. ALSO ALL PENDING STOCK DIVERISONS / CLOSING OF NON-SLOC- CSC s MUST BE COMPLETED IN SANCHARSOFT BY THE CSC/SSA MARKETING USER BEFORE DOWNLOADING OF STOCK Flow a. CSC user ->one-time downloading of Stock in SS -> verifying with physical balance on download date-> correction of stock in Sancharsoft -> final confirmation and forwarding to AO (SSA-accounts user) b. SSA-ACCOUNTS user-> Verification of CSC Confirmed stock-> Approval/Rejection c. SSA-ACCOUNTS user-> Confirmation that all CSC s have forwarded final stock d. Integration of added / deleted stock to live inventory in SS after ERP.