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Text 1 July, 2010 DCMS: Training Manual Order Management.

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Presentation on theme: "Text 1 July, 2010 DCMS: Training Manual Order Management."— Presentation transcript:

1 Text 1 July, 2010 DCMS: Training Manual Order Management

2 1 May DCMS Windows Application Order Management Training Manual

3 1 May Introduction DCMS is a system, demanded by HPCL to remain leader in the LPG industry of India. This manual makes the user acquainted with the Domestic Consumer Creation of the DCMS Windows Application.

4 1 May Purpose This manual guides the Distributor on how to book Orders from Consumers and also to process these Orders. Intended Audience Distributors of HP Gas

5 1 May Organization of the Manual Section/Chapter NameShort Description Order Booking (Home Mode)Booking order in Home Mode. Search OrderSearching booked orders. AllocationAllocate cylinders to pending orders. Search AllocationSearch allocated transactions. PunchingDelivery Confirmation. Cash Memo CancellationCancel cash memos. Return ConfirmationAccept returned cash memos. Reprint Cash MemoReprint already printed cash memos. Block/Unblock ConsumerBlock or Unblock a Consumer. Imbalance DetailsCheck imbalance due non-returned empty cylinders Order Booking (Shop Mode)Booking order in Shop Mode. Order Booking (Instant / Urgent Mode)Booking order in Instant or Urgent Mode

6 1 May All the screens involved in Order Management Operations can be found under Order Fulfillment option in the Menu Bar. 2.Clicking on the Name of each Screen opens it in the Screen Display Area. Order Management

7 1 May 2015 The screens involved are: 1. Order Booking (Home Mode) 2. Search Booking 3. Allocation 4. Search Allocation 5. Punching a.Delivery Confirmation b.Search Punching Transaction c.View Punching Transaction d.Reverse Punching 6. Cash Memo Cancellation 7. Return Confirmation 8. Reprint Cash Memo 9. Block/Unblock Consumer 10. Imbalance Details 11. Order Booking (Shop Mode) 12. Order Booking (Instant/Urgent Mode) Order Management (Contd.)

8 1 May This screen is used to book Orders from Consumers. The Consumers are identified by their unique Consumer Number and every order booked is assigned an unique Order Number. 2.The Consumer Details are fetched from the database, the Order Details have to be provided as per the requirement. The Order is then Saved. 3.Once Saved, an Order can be directly Printed from this screen. Order Booking (Home Mode)

9 1 May 2015 Order Booking screen in Home Mode… Home Delivery Mode

10 1 May Orders on the database can be searched using this screen. 2.Orders can be looked up on the basis of a number of criteria like Start Date and End Date, Order Type, Order Number, Order Status etc. Providing two or more of the above inputs greatly refines the Search results 3.In the List of Orders displayed as result, the Order Numbers remain hyper linked and clicking on each entry shows the details of the Order in a Order Booking screen. Search Order

11 1 May 2015 Search Order screen… Hyperlinked Order No.

12 1 May Allocation involves assignment of available cylinders to pending Orders. 2.Allocation Type refers to the methodology used for allocation, Cylinder Code refers to type of cylinder to be assigned. 3.On selecting Allocation Type and Cylinder Code, the pending Orders get displayed in a tabular form and the distributor may choose and allocate as per norms and requirements. 4.After Generate Cash Memo is complete, a Cash Memo with a unique Cash Memo Number gets generated. 5.The Cash Memo can be Printed directly from this screen. Allocation

13 1 May 2015 Click on Generate Cash Memo Allocate No. of Cylinders Select Delivery Man Allocation screen…

14 1 May Allocations on the database can be searched using this screen. 2.Allocations can be looked up on the basis of a number of criteria like Start Date and End Date, Allocation Type, Transaction ID etc. Providing two or more of the above inputs greatly refines the Search results. 3.In the List of Allocation Transactions displayed as result, the Transaction IDs remain hyper linked and clicking on each entry enables viewing and printing details of the same transaction. Search Allocation

15 1 May 2015 Search Allocation screen… Hyperlinked Allocation Id

16 1 May Punching refers to the Confirmation from the Consumer on receiving the Cylinder. 2.This process involves a number of operations which have been dealt with in the system using the following 4 screens: a.Delivery Confirmation (Punching) b.View Punching Transactions c.Search Punching Transactions d.Reverse Punching Punching

17 1 May 2015 Delivery Confirmation (Punching) 1.This is the actual confirmation of the delivery of the Cylinder, very commonly known as Punching. 2.When the Distributor receives the confirmation that a cylinder has been delivered, he updates the system using the Cash Memo Number of that allocation.

18 1 May 2015 Allocation pertains to allocation of cylinders to the pending requests Delivery Confirmation screen… Click on Add Row Enter Cash Memo No. and press Tab on keyboard Click Save Multiple Rows can be Added before Saving Click on Delete Row to remove a Row

19 1 May 2015 View Punching Transaction 1.Punching Transaction the database can be viewed through this screen. 2.Each Transaction is identified by an unique Transaction ID. On providing a Transaction ID, the screen displays the Number of Cash Memos Punched, and the details of the Transaction in the Details Record table.

20 1 May 2015 View Punching Transaction Punching screen… Hyperlinked Cash Memo No.

21 1 May Allocations on the database can be searched using this screen. 2.Allocations can be looked up on the basis of any of the following criteria Start Date and End Date, Punching ID Providing two or more of the above inputs greatly refines the Search results. 3. In the Search Results table displayed as result, the Punching IDs remain hyper linked and clicking on each entry enables viewing and printing details of the same transaction in a View Transaction screen. Search Punching Transaction

22 1 May 2015 Hyperlinked Punching Id. Search Punching Transaction screen…

23 1 May This screen is provided to undo Transactions punched by mistake. Cash Memo Number 2.On providing Cash Memo Number, Cash Memo Date, Transaction Date and a valid Reason for Reversal, the system sets the status of the transaction from Delivered to Allocated- Printed state. Reverse Punching

24 1 May 2015 Reverse Punching screen… Click on Set as Not Delivered Select Reversal Reason Enter Cash Memo Number

25 1 May 2015 Cash Memo Cancellation 1.Cash Memo Cancellation screen enables us to cancel a generated Cash Memo. 2.On providing the Transaction Date, From Cash Memo Number, To Cash Memo Number, Cash Memo Date and a valid Cancellation Reason, the system cancels the required Cash Memos.

26 1 May 2015 Cash Memo Cancellation screen… Select Cancellation Reason Enter Last Cash Memo No. Enter starting Cash Memo No. Click on Cancel Cash Memo

27 1 May When for some reason an assignment does not get delivered, it is brought back to the Distributor and marked as Return Confirmed. 2.The system retrieves all the details of the Order from the database using the Cash Memo Number. On being provided a valid Return Reason, the Order gets Return Confirmed. 3.An Order can be Returned thrice before it gets automatically Cancelled. Return Confirmation

28 1 May 2015 Enter Cash Memo No. Select Cancellation Reason Click on Fetch Return Confirmation screen… Click on Save

29 1 May 2015 Reprint Cash Memo 1.The system provides an option to reprint cash memos in case of loss of cash memos or requirement of duplicates of the same. 2.On providing the Transaction Date, Cash Memo Number, Cash Memo Date and a valid Reprint Reason, the system reprints the Cash Memo.

30 1 May 2015 Return Confirmation screen… Click on Reprint Select Cancellation Reason Select Cash Memo No.

31 1 May 2015 Block/Unblock Consumer 1.The Distributor may block a Consumer on various predetermined grounds determined by the HPCL authorities. 2.The system Retrieves the details of the Consumer based on the Consumer Number. On providing a valid Reason for Blocking the Consumer, the system Blocks the said Consumer. 3.Unblocking a Blocked Consumer is also done through this screen and in the same method as above.

32 1 May 2015 Block/Unblock screen… Select Reason Click on Block Consumer Enter Consumer No.

33 1 May This screen keeps a track of the mismatch of the number of empty cylinders in a Distributor’s stock by accounting for the imbalance against account of Non-Domestic Consumers where the Number of Cylinders Received in an Order may or may not be equal to the number of Empty Cylinders returned. 2.On providing the Consumer Number, the screen displays the records against that Consumer Number clearly displaying the number of cylinders pending. Imbalance Details

34 1 May 2015 Imbalance Details screen… Enter Consumer No. Click on Search No. of Pending cylinders. Enter if any cylinders are returned Click on Save

35 1 May 2015 Order Booking ( Shop Mode ) 1.In case of Bottleneck situations, where a consumer has an emergency requirement, he may arrive at the distributor counter to meet his requirement by ordering in the Shop Delivery Mode. 2.The Delivery Mode is set to the value Shop. 3.On Saving the Order, the Order Status becomes Allocated- Generated and on Printing it, the status gets set to Delivered. 4.In this mode the Consumer is offered a Rebate against the savings of the Distributor for not having to deliver the Cylinder at the Consumers location.

36 1 May 2015 Order Booking screen in Shop Mode… Select Delivery Mode as Shop

37 1 May 2015 Order Booking (Shop Mode) after clicking Save… Allocated Generated

38 1 May 2015 Order Booking ( Instant/Urgent Mode ) 1.Order Booking in the Instant Mode (Alternatively known as the Urgent Mode) is almost same as in the Shop Mode Delivery. 2.The difference between the two being that in Instant Mode the Distributor does not offer the Consumer any Rebate on the cost. 3.In this case the Mode of Delivery has to be set to the value Instant.

39 1 May 2015 Select Delivery Mode as Instant Order Booking screen in Instant Mode…

40 1 May Thank You


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