1

TABLE OF CONTENTS

• How to Log into the SDMS ❑ SV against TV

• Key Terms ❑ Service Request
• List of Go-Live Day Activities ❑ Customer Adjustment Voucher
• Partner Sites and Relationships ❑ Tariff Cost Recovery Voucher
❑ Create Employee and Assign Roles • Customer Management
❑ Check Customer Count ❑ Individual Customer Onboarding
❑ Add Serving Area Pin Codes ❑ Ujjwala Customer Onboarding
❑ How to map Service Area to Delivery Boy • Indenting and Receiving
• Inventory Management ❑ Indenting
❑ Physical Inventory Count ❑ Receiving
❑ How to Receive Stock ❑ Stock Adjustment Voucher
❑ How to View the Stock • Search Criteria
• Refill Order Booking and Delivery ❑ Bulk Invoice Search
❑ Refill Order Booking ❑ Invoice Search
❑ Invoice Generation & Printing (including Bulk) • Reports
❑ View Subsidy Details ❑ BIP Reports
❑ Delivery Confirmation ❑ BI Reports
❑ Invoice, Refill Order, Relationships Search • Raise Ticket in ICD
• Connection Management • How to download from KM Portal
❑ Termination Voucher
❑ Transfer Termination Voucher
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 HOW TO LOG INTO THE SDMS KEY TERMS

Steps:
Old Terms New Terms
• You can access the SDMS Application by using the following link:
Godown Warehouse
https://sdms.px.indianoil.in/edealer_enu/

• Login using the User ID and Password details provided to you. Material Product

Invoice Against Indent (SAP Sales

AC4
Order)

Cash Memo Invoice Against Siebel Sales Order

Connection Relationship

Delivery Area Service Region

Dealer/ Distributor Business Partner

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LIST OF GO-LIVE DAY ACTIVITIES
Activity Done(Y/N)?

Check if all the employees are appearing in the employee list. If not, add the employees manually.

Ensure all Service Areas are mapped to Delivery boys. If not, map them.

Receive Stock Orders in DMS.

Check the stock in DMS and match with previous day CI stock.

Check your NFR and FTL stocks.

Check the count of Open Refill (sales orders), Cash Memo (Invoice) orders and tally with CI count.

Check the customer (relationship ID) count and tally with CI count.

Under Proprietor Login, check the Supply Point & Equipment Code.

Check the Serving Area Pin Codes available and add if missing.

Download IndianOil for Business App on your mobile phone and Delivery boy mobile.

Login with all IDs and check if they are working.

Generate 2 manual booking (sales order) and generate Invoice and check the correctness of RSP.

Check Delivery confirmation one booking through DMS and another booking through delivery boy Mobile app by scanning QR code.

Once above steps completed, inform your FO to push IVRS bookings.

4 4
 PARTNER SITES AND RELATIONSHIPS

CREATE NEW EMPLOYEE(Only from Proprietor ID)

• On the Partner site screen, for entering the new employee details, go to
the ‘Employee Details’ sub tab.
• Click on the ‘+’ icon and fill the required fields (‘Last Name’, ‘First Name’,
‘Gender’, DoB, Designation, Position and Mobile Phone). Position needs
Steps: to be filled before Designation.
• On the Home page, click on the ‘Arrow’ icon and select ‘Partner Sites’ • For filling Position field, click on the ‘Position’ field.
option from the drop-down list. • There are 3 types of position i.e., LPG Manager, LPG Showroom Staff and
• In Partner Sites screen, select ‘All Sites’ from the list. Non-Siebel Access Position.
• To open the Channel partner site, select the relevant site. E.g. ‘Arvind Gas • Select the position of employee and then click on the ‘OK’ button.
Agency’. • LPG Manager & LPG Showroom Staff will have Siebel access but Non-
• Total Active Siebel Employee Provisioned field shows the maximum Siebel Access Position will not have Siebel access.
number of active employees who can get Siebel access. • After selecting position, user should select correct Designation from the
• If maximum number of Siebel employees has already achieved the max pick applet.
target, then Distributor may have to remove any existing employee’s • For saving the data, press ‘Ctrl + S’.
Siebel access and then only that employee can provide Siebel access to
other employee.

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CHECK CUSTOMER COUNT

Steps:
• Click on ‘Relationships’ tab.
• Filter the customers whose count you need. For ex – Active customers
• Click on the ‘Settings’ icon and then on ‘Record count’. MAP SERVICE AREA TO DELIVERY BOY
• You can alternatively press ‘Ctrl+Shift+3’.

Steps:
• Click on the ‘Partner Relationships’ tab.

ADD SERVING AREA PINCODES • Drill down on the Partner Name in the ‘Partner Relationship’ screen.
• Click on the ‘Service Region’ sub tab.
• Click on the Pick Applet under Delivery Boy to get a list of all delivery

Steps: men.

• Click on the ‘Partner Relationships’ tab. • Select the appropriate Delivery Man and click on ‘OK’ button.

• Click on the ‘Serving PIN Code’ sub-tab. • Press ‘Ctrl + S’ to save the record.

• Click on the ‘+’ icon to add a new Serving Area Pincode.

• Fill in the ‘Pin Code’. District and State will auto-populate in their
respective fields
• For saving the data, press ‘Ctrl + S’.

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 INVENTORY MANAGEMENT
PHYSICAL INVENTORY COUNT 7. After submitting the count, the Inventory Location ‘Status’ will be
changed from ‘Open’ to ‘Done’.

HOW TO RECEIVE STOCK

Steps:
1. To view Opening stock of the day, click on the ‘Stock’ tab and go to
the ‘Physical Inventory Count’ screen.
Steps:
2. Click on the ‘Search’ icon to search inventory location by entering
• The initial stock load (from CI to SDMS) is loaded centrally through
inventory location number.
back-end in the form of stock order. As a one time process, the
3. Then, click on the Inventory Location with ‘Open’ status to edit
Distributor can submit the stock order in order to fetch the Inventory in
inventory.
the system.
4. After clicking on the ‘Open’ status, you can view details in the
• From the Home page, go to the ‘Stock’ tab. Go to the ‘Documents’
‘Products’ sub tab.
screen.
5. In the ‘Part List’ section, enter manually count details in the ‘Count’
• In case you are logged in through Manager ID, (which is
field. And then, click on the ‘Count Complete’ button to submit.
0000XXXXXX_2 typically; in some exceptional cases, it is different), you
6. Go to the ‘Variance’ tab, and tally Inventory count with the variance.
can view the stock in the ‘Documents’ screen under ‘Stock’ tab (as
After the ‘Count’ matches the ‘Original’, the variance will become
shown in the screen below).
Zero.
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 HOW TO VIEW STOCK

• In case of Proprietor ID, (which is 0000XXXXXX_01 typically; in some

exceptional cases, it is different), you won’t be able to view stock in the
Documents screen. In order to view the stock, you need to change
position from ‘Partner’ to ‘Proprietor-Relationship’.
• To change the Position, Click on the ‘Settings’ icon.
• In the ‘User Profile Preferences’ tab, go to the ‘Change Position’ screen.
• In the ‘Change Position’ screen, ‘Partner’ Position is selected by default.
Steps:
Select the ‘Proprietor-Relationship’ line item and click on the ‘Change
• To check current stock level, click on the ‘Stock’ tab and select ‘Stock’
Position’ button.
screen. Click on the ‘Name’ option.
• Once the position is changed to Proprietor-Relationship, go back to the
• In the ‘Stock’ screen, you will be able to view the existing stock (below
‘Stock’ tab.
screen).
• Under the ‘Documents’ screen, you will see ‘Initial Stock Load’ Order.
• Click on the ‘Order#’ to view the order details.
• In the ‘Service Line Items’ sub tab, verify the ‘Product’ and ‘Qty’.
• Once confirmed, click on the ‘Submit Order’ button.

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 REFILL ORDER BOOKING & DELIVERY

REFILL ORDER BOOKING SINGLE INVOICE GENERATION

AND PRINTING

Steps:
• To create the Invoice, go to the ‘Sales Order’ tab. Under ‘Sales Order’
screen, click on the ‘Sales Order #’ where the ‘Order Status’ should be
‘Open’. Click on the ‘Create Invoice’ button.
• Once the Invoice is generated, the ‘Order Status’ will automatically
change from ‘Open’ to ‘Invoiced’. Also, change the ‘Invoice Status’ from
‘Open’ to ‘Completed’. For saving the data, press ‘Ctrl + S’.
Steps:
• Click on ‘Print Invoice’ button to create a report and download, you will
• On the Home page, go to the ‘Relationships’ tab and select ‘All
be navigated to the ‘Reports’ screen (as shown below). For Printing the
Relationships’ from the list.
Invoice Before Delivery: The ‘Order Status’ should be ‘Invoiced’. For
• Under ‘Relationships List’ screen, search for Relationship based on
Printing the Invoice After Delivery: The ‘Order Status’ will be ‘Completed’.
Mobile No./Consumer No./LPG ID.
• To download the report, click on the ‘Report Name’, where the ‘Status’
• Click on the ‘Relationship ID’.
should be ‘Success’. Click on the ‘Download’ button.
• After selecting Relationship, under ‘Orders’ sub tab, click on the • For printing the Invoice, the ‘Status’ should be ‘Success’. If it shows
‘DefaultOrder’ button. ‘Error’, then you need to generate the Invoice again.
• Refill booking has been created with the ‘Sales Order #’. • Under ‘Sales Order’ tab, click on the ‘Invoice’ sub tab. After printing, the
value of ‘Print Flag’ field will change from ‘N’ to ‘Y’.
For Individual Customers:

• Once the Order gets generated, user can change the Product if the customer
has multiple types of equipment.

For Commercial:

• Product and Quantity will be changed up to the number of assets the

9 customer has. Press ‘Ctrl + S’ to save the record.
BULK INVOICE GENERATION AND VIEW SUBSIDY
PRINTING Steps:
• To view the Subsidy status, go to ‘Relationships’ tab.
• Click on the ‘Adjustments’ sub tab.
Steps:
• By default, you will be auto navigated to the ‘Loan’ screen. Go to the
• On the Home page, click on the ‘Sales Order’ tab.
‘Subsidy’ screen.
• Click on the ‘Bulk Invoice Generation’ screen.
• In ‘Subsidy’ screen, you will see the date wise subsidy status.
• To search the Sales Order based on criteria, i.e., ‘Sales Order #’,
‘Delivery Boy’, ‘Date’, ‘Flag’, ‘Status’, etc., click on the ‘Search’ icon.
• Select ‘Order Status’ as ‘Open’ from the drop down list and click on the
‘Go’ icon.
• To select and generate the Invoices in bulk, checklist the required DELIVERY CONFIRMATION
checkboxes and click on the ‘Generate Invoice’ button.
Steps:
• For Printing the Invoice: Click on the ‘Invoice Search’ screen. To search
• In ‘Relationships’ tab, click on an Active ‘Relationship Id’ from the form.
Invoice based on criteria, i.e., ‘Delivery Boy’, ‘Date’, ‘Flag’, etc., click on
• Under ‘Orders’ sub tab, select the ‘Sales Order #’.
the ‘Search’ icon.
• Under ‘Sales Order’ tab, click on the ‘Bulk Invoice Generation’ screen.
• Select the ‘Order Status’ as ‘Invoiced’ from drop down list and click on
Select the existing details for which you want to confirm the delivery.
the ‘Go’ icon.
• Click on the ‘Confirm Delivery’ option.
• To print the Invoice, click on the ‘Print Invoice’ button.
• For Bulk Delivery: Select the existing data in bulk. Click on the ‘Confirm
• After printing, the value of ‘Print Flag’ field will change from ‘N’ to ‘Y’.
Delivery’ option.
• You will be automatically navigated to ‘Reports’ screen. To view and
download the report, click on the ‘Report Name’.

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 INVOICE, REFILL ORDER, RELATIONSHIPS SEARCH

Refill Order Search

Steps:
• Go to ‘Sales Orders’ screen under Sales Order tab.
• Click on the ‘Search’ button -> provide the ‘Sales Order#’ and press
‘Enter’.
• Details will be fetched along with status. Relationships Search
Steps:
• Go to ‘Relationships’ tab.
• Click on the ‘Search’ button.
Invoice Search • Enter the ‘Mobile Number’ or ‘Consumer ID’ or ‘LPG ID’.
Steps: • Click on ‘Go’ icon.
• Go to ‘Sales Order’ tab and click on the ‘Invoice Search’ screen.
• In the ‘Invoice Generation Search’ screen, provide details as per
requirement in their respective fields:-

‘Sales Order#’, ‘Invoice Number’, ‘Order Type’, ‘Order Sub Type’,

‘Equipment Type’, ‘Service Area’, ‘Delivery Type’, ‘Order Status’,
‘Paid Flag’, ‘Preferred Day’, ‘Print Flag’, ’ Order From Date’, ‘Order Till
Date’, ‘Invoice From Date’, ‘Invoice To Date’, ‘Delivery Boy’,
‘Consumer ID’, ‘Consumer Number’, ‘Channel’.

For each combination, set ‘Print Flag’ as 'N' to show printed Invoices.

• Click on ‘Go’ icon.

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CONNECTION MANAGEMENT
TERMINATION VOUCHER (TV) • Click on the ‘Invoice’ button.
• Click on the ‘Invoice’ sub tab. In ‘Invoices’ section, click on the ‘Invoice #’
to view the details.
• Change the Invoice Status from ‘Open’ to ‘Completed’. Press ‘Ctrl + S’ to
save the record.

TRANSFER TERMINATION
VOUCHER (TTV)
Steps:
• Go to the ‘Contacts’ tab. From the dropdown list, select ‘All Contacts’.
To search a contact, click on the ‘Search’ icon.
• Click on the ‘Relationships’ tab. Select an Active relationship from the
Steps:
list.
• On the Home screen, click on the ‘Relationships’ tab.
• Go to the ‘Documents’ sub tab. To create a new record, click on the ‘+’
• In ‘Relationships List’ screen, click on the ‘Search’ icon to search the
icon. Select ‘Order Type’ as ‘TTV’ and ‘Order Sub Type’ as ‘Change
record.
Distributor’. Press ‘Ctrl + S’ to save the record and then, click on the
• Further, in the ‘Relationships List’ screen, enter ‘Relationship Id’ and
‘Document Number’.
click on the ‘Go’ icon. Click on the ‘Relationship Id’.
• In the ‘Line Items’ sub tab, click on the ‘Default’ button. Line Items will
• Click on the ‘Documents’ sub tab. To add a new record, click on the ‘+’
get populated. Enter PR details such as ‘Make’, ‘Month’, ‘Year’ and
icon.
‘Serial#’, if not filled by default.
• Select ‘Order Type’ as ‘TV’ and ‘Order Sub Type’ as ‘Multiple
• Scroll up and select ‘Target Distributor Name’ from the pick applet.
Connection’ from the respective drop down list. Press ‘Ctrl + S’ to save
Either search or select Distributor from the pick applet. Enter ‘Remarks’
the record.
in the ‘Remarks’ field. Click on the ‘OK’ button.
• To view the record details, click on the ‘Document Number’.
• Save the record and then click on the ‘Submit’ button. Once submitted,
• In ‘Line Items’ sub tab, click on the ‘Default’ button to populate the line
click on the ‘Invoice’ button.
items.
• In the ‘Invoices’ sub tab, change the ‘Status’ from ‘Open’ to
• Enter ‘Remarks’ in the text field adjacent to it and click on the ‘Submit’
‘Completed’ and save the record. Click on the ‘Invoice #’ to view the
button. 12
record.
 SV AGAINST TV

• In ‘Relationship’ section, select ‘Address’ from the pick applet and click on
the ‘Relationship Id’ to view the details.
• Click on the ‘Documents’ sub tab. In ‘Documents’ section, click on the ‘+’
icon to add a new row. Select ‘Order Type’ as ‘SV’ and ‘Order Sub Type’
as ‘PNG TV’ from their respective drop down lists.
• Further, in the ‘Documents’ sub tab, click on the ‘Order Number’ to view
the details.
• Click on the ‘Line Items’ sub tab. In ‘Document Line Items’ section, click on
the ‘Default’ button to populate the line items.
• If the Distributor wants to add LPG Administrative charges, click on the ‘+’
icon from the Line items. Click on the ‘Equipment’ pick applet and select
Steps:
‘Promotion’ from the list. Click on the ‘OK’ button.
• On the Home page, click on the ‘Documents’ tab.
• Click on the ‘Submit’ button. To generate the Invoice for the product, click
• Click on the ‘All TV Search’ screen. Enter ‘Termination Voucher
on the ‘Invoice’ button.
Number’ and ‘Random Seed No’ in text fields adjacent to them and
• For Installation Order, click on the ‘Invoice’ sub tab. In ‘Invoices’ section,
select ‘Distributor SAP Code’ from the pick applet.
click on the ‘Invoice #’ to view the details.
• In ‘Distributors’ applet, click on the ‘Search’ icon to search Distributor on
• Click on the ‘Installation’ sub tab. In ‘Installation’ section, click on the ‘Order
the basis of ‘Name’ or ‘Distributor SAP Code’. Click on the ‘OK’ button.
Number’ to view the details.
Once added, click on the ‘Go’ button to search the records.
• In ‘Sales Order’ tab, click on the ‘Delivery Boy’ pick applet and ‘Delivery
• Enter the details such as: ‘Termination Voucher Number’, ‘Random
Confirmed By’ from their respective applets and click on the ‘OK’ button.
Seed No’ , ‘Distributor SAP Code’ in the text fields adjacent to them.
Press ‘Ctrl + S’ to save the record.
• Click on the ‘Go’ icon. Select ‘Reonboard Type’ as ‘PNG Self’ from the
• Further, in ‘Sales Order’ screen, click on the ‘Create Invoice’ button.
drop down list. In ‘All TV Search Form Applet’, click on the ‘Generate
• Click on the ‘Invoice’ sub tab. In ‘Invoice’ section, click on the ‘Invoice Num’
Relationship’ button to create a new Relationship with the same
to view the details. Change the Invoice ‘Status’ from ‘Open’ to ‘Completed’.
Relationship Id.
• In ‘Relationship Detail’ sub tab, you can view the new Relationships

13 created with the same Relationship Id.

SERVICE REQUEST: SERVICE REQUEST :
BANK SEEDING AADHAAR SEEDING

• Go to ‘Contacts’ tab and select a contact.

• Click on the ‘Profile SR’ sub tab. Click on the ‘+’ icon to create a new
service request.
• Select ‘Transaction Type’ as ‘Aadhar Seeding’ from the list.
• Click on the ‘SR Number’ to view the details.
• In ‘Service Request Detail’ screen, enter ‘Aadhar Number’ and then
submit by clicking on the ‘Submit SR’ button.
• Now, the SR for Aadhaar Seeding will be transferred for FO approval
and status can be seen in the ‘Remarks’ field.

Steps: SERVICE REQUEST :

• Go to ‘Contacts’ tab and select a contact.
MOBILE NUMBER UPDATE
• Click on the ‘Profile SR’ sub tab. Click on the ‘+’ icon to create a
new service request. • Go to ‘Contacts’ tab and select a contact.
• Select ‘Transaction Type’ as ‘Bank Seeding’ from the list. Click on • Click on the ‘Profile SR’ sub tab. Click on the ‘+’ icon to create a new
the ‘SR Number’ to view the details. service request.
• In ‘Service Request Detail’ screen, enter ‘Bank Details’ and then • Select ‘Transaction Type’ as ‘Customer Profile Update’ and
submit by clicking on the ‘Submit SR’ button. ‘Transaction Sub Type’ as ‘Phone Number’ from their respective drop
• To update bank details second time, it will require FO Approval. To down lists and click on the ‘SR Number’.
check to whom the request is being transferred for FO approval, go • In the Service Request Detail screen, Enter ‘Primary Mobile No’ in the
back to the ‘Relationship Id’. text field adjacent to it and click on the ‘Generate OTP’ button.
• Go to the ‘Approvals’ sub tab, you can see to whom the request • To Verify OTP number generated on your mobile number, enter ‘Verify
has been sent for approval in the ‘Approval History’ line item. OTP’ code in the text adjacent to it and click on the ‘Verify OTP’ button.
• Click on the ‘Submit SR’ button.
• Once SR is submitted, the ‘Remarks’ field gets auto populated.

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 SERVICE REQUEST:
ADDRESS UPDATE

• Go to ‘Contacts’ tab and select a contact. • To fetch the record of the customer, click on the ‘Last Name’.

• Click on the ‘Profile SR’ sub tab. Click on the ‘+’ icon to create a new • Alternatively, click on the ‘Relationships’ tab. Select an Active

service request. Relationship from the list.

• Select ‘Transaction Type’ as ‘Customer Profile Update’ and • Click on the ‘Documents’ sub tab. To create a new record, click on the ‘+’

‘Transaction Sub Type’ as ‘Address Change’ from their respective drop icon.

down lists and click on the ‘SR Number’. • In ‘Documents’ sub tab, select ‘Order Type’ as ‘CAV’ and ‘Order Sub

• In the Service Request Detail screen, Enter the new address under ‘New Type’ as ‘Deposit Correction’ from their respective list applets. Press

Values’. Select the ‘Pincode’ from the pick applet. ‘Ctrl + S’ to save the record.

• Click on the ‘+’ icon to add the POA. Select ‘Identity Type’ as POA or • Click on the ‘Document Number’ to view the details.

POI-POA. Select the appropriate ‘Identity method’. Enter the ‘Identity • In 'Documents’ section, enter ‘Document Reference Number’ (to

Number’. To save the details, press ‘Ctrl + S’. validate the existing SV/TSV record) and 'Document Reference Date’ (to

• Click on the ‘Submit SR’ button. match the date with the master data for fetching security deposit for that

• Once SR is submitted, the ‘Remarks’ field gets auto populated. period) in the text fields adjacent to them. Press ‘Ctrl + S’ to save the
record.
• Click on the ‘Line Items’ sub tab. Click on the ‘Default’ button, to add
default products. In ‘Document Line Items’ section, enter PR details such
CUSTOMER ADJUSTMENT VOUCHER: as ‘Make’, ‘Year’, ‘Month’ and ‘Serial#’, if not filled by default. Update the
DEPOSIT CORRECTION value in ‘New Security Deposit’ text field and press ‘Ctrl + S’ to save the
record.
• Go to ‘Relationships’ tab and select an Active Relationship. • Click on the ‘Documents Attachments’ sub tab.
• On the Home page, click on the ‘Contacts’ tab. • In ‘Attachments’ section, upload ‘SV’ image. Select the ‘Type’ as ‘SV’
• To search a contact, click on the ‘Search’ icon. from drop down list. Press ‘Ctrl + S’ to save the record.
• Enter ‘Last Name’ in the text field and click on the ‘Go’ icon. • Click on the ‘Submit’ button.
• A list of contacts with similar Last Names will appear. • Once submitted, a message box with text ‘Order can be processed after
FO Approval’ will appear on screen, click on the ‘OK’ button.
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CUSTOMER ADJUSTMENT VOUCHER:
• Click on the ‘Documents Attachments’ sub tab, to upload documents.
ASSET ADDITION
• Click on the ‘+’ icon to attach a file.
• Enter ‘Attachment Name’, ‘Attachment No’ and ‘Type’. Press ‘Ctrl + S’
• On the Home page, click on the ‘Contacts’ tab.
to save the document.
• To search a contact, click on the ‘Search’ icon. Enter ‘Last Name’ in the
• Click on the ‘Submit’ button.
text field and click on the ‘Go’ icon.
• A list of contacts with similar Last Names will appear. CUSTOMER ADJUSTMENT VOUCHER:
• To fetch the record of the customer, click on the ‘Last Name’. ASSET DELETION
• Alternatively, click on the ‘Relationships’ tab. Select an Active
Relationship from the list.
• Under an Active relationship. Click on the ‘Documents’ sub tab. To
• Click on the ‘Documents’ sub tab. To create a new record, click on the ‘+’
create a new record, click on the ‘+’ icon.
icon.
• Select ‘Order Type’ as ‘CAV’ and ‘Order Sub Type’ as ‘Equipment
• Select ‘Order Type’ as ‘CAV’ and ‘Order Sub Type’ as ‘Equipment
Correction’ from their respective list applets. Press ‘Ctrl + S’ to save
Correction’ from their respective list applets. Press ‘Ctrl + S’ to save the
the record. Click on the ‘Document Number’ to view the details.
record.
• In 'Documents’ screen, enter ‘Document Reference Number’ (to
• Further, in ‘Documents’ section, click on the ‘Document Number’ to view
validate the existing SV/TSV record) and 'Document Reference Date’
the details.
(to match the date with the master data for fetching security deposit for
• In 'Documents’ screen, enter ‘Document Reference Number’ (to validate
that period) in the text fields adjacent to them. Press ‘Ctrl + S’ to save
the existing SV/TSV record) and 'Document Reference Date’ (to match
the record.
the date with the master data for fetching security deposit for that period)
• Click on the ‘Line Items’ sub tab. In ‘Document Line Items’ section, click
in the text fields adjacent to them. Press ‘Ctrl + S’ to save the record.
on the ‘Default’ button to populate the line items.
• Click on the ‘Line Items’ sub tab. In ‘Document Line Items’ section, click
• Check the ‘Surrender Flag’ for asset removal. Press ‘Ctrl + S’ to save
on the ‘Default’ button to populate the line items.
the record.
• Click on the ‘+’ icon to add new equipment. In ‘Equipment’ column, select
• Click on the ‘Documents Attachments’ sub tab to upload ‘SV’ image.
the ‘Equipment’ from list from the pick promotion applet and click on the
Click on the ‘+’ icon to attach a file. Enter ‘Attachment Name’,
‘OK’ button. Press ‘Ctrl + S’ to save the record.
‘Attachment No’ and ‘Type’.
• Once the New Equipment is added, enter its value under ‘New Security
• Click on the ‘Submit’ button.
Deposit’ field in the line items. 16
 TRANSFER COST RECOVERY VOUCHER:
• Click on the ‘Refresh Page’ button to view uploaded document. Now,
LOST EQUIPMENT
scroll up and click on the ‘Submit’ button.
• Once submitted, click on the ‘Invoice’ button. Under the ‘Invoice’ sub tab,
• Go to the ‘Contacts’ tab and select ‘All Contacts’ from Contacts List. To
change the Invoice ‘Status’ from ‘Open’ to ‘Completed’ and save the
search a contact, click on the ‘Search’ icon.
record.
• Click on the ‘Relationships’ tab. Select an Active Relationships from the
list.
• In ‘Documents’ sub tab, click on the ‘+’ icon to create a new record. TARIFF COST RECOVERY VOUCHER:
Select ‘Order Type’ as ‘TCRV’ and ‘Order Sub Type’ as ‘Lost REPLACEMENT
Equipment’ from the drop down list. Press ‘Ctrl + S’ to save the record.
Click on the ‘Document Number’ to view the line items.
• In the ‘Line Items’ sub tab, click on the ‘+’ icon. In Equipment column, • In ‘Documents’ sub tab, under an active Relationship click on the ‘+’ icon to
select ‘Equipment’ from the pick applet and click on the ‘OK’ button. create a TCRV document. Select ‘Order Type’ as ‘TCRV’ and ‘Order Sub
Note: In case of Lost Equipment - Penalty, pick penalty promotion from Type’ as ‘Replacement’. Press ‘Ctrl + S’ to save the record. Click on the
the list. ‘Document Number’ to view the line item.
• In ‘Document Line Items’ section, give Cylinder details such as: ‘Tare • In ‘Line Items’ sub tab, click on the ‘+’ icon. In Equipment column, select
Weight’ and ‘Gross Weight’. ‘Net Weight’ will get populated ‘Equipment’ from the pick applet. Click on the ‘OK’ button. Promotion is
automatically. In case of PR, enter ‘Make’, ‘Month’, ‘Year’ and ‘Serial#’. added successfully under line items.
• Click on the ‘Reprice button’ to view price of a particular product. Click on Note: In case of Penalty, pick penalty promotion from the list.
the ‘Reprice All’ button to view prices of all the products. • Fill in the defective PR details such as, ‘Make’, Month’, ‘Year’, ‘Serial #’ and
• If you want to add document(s) of proof, go to the ‘Documents ‘Destination Availability’. Select defective from the pick applet. Press ‘Ctrl
Attachments’ sub tab. Click on the ‘+’ icon. Enter ‘Attachment Name’, + S’ to save the record.
‘Attachment No.’ and ‘Type’. • Click on the ‘Submit’ button. After submission, click on the ‘Invoice’ button
• Save the details. To upload a document, click on the ‘New’ button. In the • Order Status gets changed from ‘Open’ to ‘Invoiced’.
pop-up window, attach document and click on the ‘Check In’ button to • Under ‘Invoice’ sub tab, change the Invoice ‘Status’ from ‘Open’ to
upload. After Check-In confirmation, close the pop-up. ‘Completed’.

17
CUSTOMER MANAGEMENT
CUSTOMER ONBOARDING - INDIVIDUAL

• If you save the record without filling up these details, then the ‘+’ icon in
each section will get deactivated.
• To enter the Bank Details, scroll down and click on the ‘+’ icon in
‘Payment Profile’ section.
• Click on the ‘IFSC Code’ pick applet.
• Select the ‘IFSC Code’ from the pick applet and click on the ‘OK’
button. The bank details such as ‘Bank Name’ and ‘Branch Name’ will
get auto populated.
• Enter ‘Name As Per Bank’, ‘Bank Account Number’ and ‘Account
Type’. Press ‘Ctrl + S’ to save the data.
• To create the ‘Relationship Id’ for the Customer, scroll up and click on
Steps:
the ‘+’ icon. Press ‘Ctrl + S’ to save.
• On the Home page, go to the ‘Contacts’ tab.
• To cancel the Relationship, click on the ‘Cancel Relationship’ button.
• Scroll down and click on the ‘+’ icon to create a Contact for the new
• Note: Relationship can be cancelled if no documents are created
customer. Populate the required fields (‘First Name’, ‘Last Name’,
against it or the relationship is in ‘IN PROCESS’ state.
‘Address’, ‘Identities’, ‘BPL Flag’, etc.). Press ‘Ctrl + S’ to save the
• In the ‘Contacts List’ screen, fill up the ‘Scheme’, ‘Scheme Type’,
data.
‘Delivery Type’, ‘Products’ and ‘Service Area’ details and press ‘Ctrl
• Click on the ‘Internal Dedup’ button to populate the ‘KYC Level’.
+ S’ to save the data.
Minimum KYC level required for LPG connection is five (5).
• Note: Customer can now get LPG connection on the same day by
• Scroll up and click on the ‘Last Name’ of the recently created contact
providing their POA and POI. NIC De-Dup can happen later. It can be
to view the customer information.
done by selecting ‘Across Counter’ option in Scheme Type.
• After clicking on ‘Last Name’ of the customer, system will navigate
• Click on the ‘OMC Dedup’ (Oil Marketing Company) button to check
you to the ‘General Connection Summary’ sub tab.
whether the customer already has the connection with other OMCs (HP
• Note: Before generating and saving the ‘Relationship’, enter all the
and BP).
required details such as ‘Contact Identities’, ‘Payment Profile’,
‘Personal Addresses’, ‘Phone’ and ‘E-mail’. 18
 CUSTOMER ONBOARDING – INDIVIDUAL (CONT’D)

• After clicking on the ‘OMC Dedup’ button, the ‘OMC Status’ will change • After saving the data, scroll up and click on the ‘Submit’ button.
from ‘OMC Pending’ to ‘OMC Clear’. • After clicking on the ‘Submit’ button, a pop-up will be seen.
• After filling up all the details, scroll up and click on the ‘Relationship Id’. • Click on the ‘OK’ button.
• For ‘SV’ generation, go to the ‘Arrow’ sign and select the ‘Documents’ • After submitting, the ‘Invoice’ button will get activated and the ‘Order
sub tab. Status’ will get changed from ‘Open’ to ‘Submitted’.
• Once the OMC Status and NIC Status is cleared, then ‘Waitlist Status’ • Click on the ‘Invoice’ button for generating the Invoice.
gets changed to ‘Released’ and the ‘+’ icon gets activated under • Once you click on the ‘Invoice’ button, system will navigate you to the
‘Documents’ section. ‘Invoice’ sub tab.
• Click on the ‘+’ icon and select ‘Order Type’ as ‘SV’ and ‘Order Sub • Scroll up and see the ‘Order Status’; it will get changed from ‘Submitted’
Type’ as ‘New Connection’. To save the data, press ‘Ctrl + S’. to ‘Invoiced’.
• Click on the ‘Document Number’. • Once the delivery is done as per the amount mentioned in the ‘Invoices’
• In the ‘Line Detail’ screen, click on the ‘Default’ button to add the default section and the ‘Invoice’ is generated, scroll down and change the Invoice
products. ‘Status’ from ‘Open’ to ‘Completed’ in ‘Documents’ screen. Press ‘Ctrl +
• In the ‘Line Detail’ screen, enter the ‘Make’, ‘Year’, ‘Month’ and ‘Serial #’ S’ to save the data.
for PR (Pressure Regulator) line item. Also, add DGCC ‘Serial #’. • To view the Payment details, click on the ‘Payment’ sub tab.
• In case of without hot plate, a line item of inspection charges needs to be • Note: In case of Cash Payment, auto payment line items will be created at
added through ‘+’ icon. Invoice completion.
• Click on the ‘Equipment’ pick applet. • To download the ‘SV TV Tax Invoice’ Report, user should be on 'Line
• Pick the equipment from the applet and click on the ‘OK’ button. Items' sub tab.
• If user wants to add hot plate or any other NFR item then, click on the • Click on the ‘Report(s)’ icon.
‘Add Product’ button and select required product. Click on the ‘Add & • In ‘Run Report’ section, select ‘Report Name’ as ‘SV TV Tax Invoice’
Close’ button. Report and click on the ‘Submit’ button. It will get downloaded
• To view the ‘Start Price’, ‘Net Price’ and ‘Total Price’, click on the automatically.
‘Reprice All’ button . Press ‘Ctrl + S’ to save the data.
19
CUSTOMER ONBOARDING – INDIVIDUAL (CONT’D)

• If it does not get downloaded within two minutes, then click on the ‘My
• Then, click on the ‘Print Invoice’ button to take out the print.
Reports’ button.
• Now to check whether the Relationship is in Active state or not, copy
• To download and print the report, click on the ‘Report Name’ where
Relationship Id and go to the ‘Relationships’ tab.
‘Status’ of Report should be Success
• Click on the ‘Search’ icon and search the same Relationship Id.
• To download the Report, click on the ‘Download’ button.
• Click on the ‘Go’ icon.
• Once the Invoice against SV is completed, system will navigate you to the
• Here, the ‘Relationship Status’ and ‘Relationship Sub Status’ are in
‘Installation’ sub tab.
Active state.
• Click on the ‘Order Number’.
• Click on the ‘Relationship Id’. Check two main points: ‘Subsidy’ and
• Delivery Boy will be selected by default. If that is not the case, select by
‘Inventory Transactions’.
clicking on the pick applet.
• If the Subsidy Status is on ‘Start’ and ‘Hold’, then subsidy will be given to
• To create the Invoice against installation order, click on the ‘Create
the customer.
Invoice’ button.
• If the Subsidy Status is ‘Stop’, then customer will not get subsidy.
• After creating the Invoice, ‘Print Invoice’ button will get highlighted and
• To check subsidy, go to the ‘Relationships’ tab. Click on the
‘Order Status’ will automatically get changed from ‘Open’ to ‘Invoiced’.
‘Adjustments’ sub tab and check under ‘Subsidy’ screen.
• To confirm the delivery against Installation order, scroll down and change
• Entry is created in the ‘Subsidy’ screen.
the ‘Invoice status’ from ‘Open’ to ‘Completed’.
• Go back to the ‘Documents’ sub tab, to check the Inventory Transactions
• A pop up notification will come. Click on the ‘OK’ button. Press ‘Ctrl + S’
and click on the ‘Document Number’.
to save the data.
• Go to the ‘Inventory Transactions’ sub tab.
• After saving the data, ‘Order Status’ will get changed from ‘Invoiced’ to
• All the transactions are present in the ‘Inventory Transactions’ section.
‘Completed’.

20
 CUSTOMER ONBOARDING - UJJWALA

• Example: For filling up the Identities, click on the ‘Identities’ pick applet.
Click on the ‘+’ icon. Fill up the mandatory Identity details, such as ‘Identity
Type’, ‘Identity Method’, ‘Identity Num’, etc. Click on the ‘OK’ button and
press ‘Ctrl + S’ to save the data.
• For Ujjwala New Connection 'POI & POA' or the 'POA’, if the 'Identity
Method' is ‘Ration Card’, then please fill up all the fields including 'Issue
Date', 'Issue State', etc. While filling up the 'Identity Number' (in this case the
Steps:
Ration Card Number), use the given State prefix. Example: if the Ration Card
• For ‘Ujjwala’ connection, go to ‘SECC Data’ tab and search the customer
number is 50956879 and the state is Tamil Nadu, then prefix will be 333 and
using available search parameters. Then, click on ‘Go’ button. Select any
you will need to enter 33350956879.
requester where the ‘Gender’ is ‘Female’.
• Before creating Relationship, scroll down and fill all the mandatory details
• ‘Generate KYC’ button will take you to the ‘Contacts’ tab.
such as ‘Contact Attachments’, ‘Payment Profile’, ‘Phone’, etc. (in the
• For ‘PMAY Ujjwala’ connection, go to the ‘PMAY Data’ tab and search the
below highlighted area).
customer using available search parameters. Then, click on the ‘Go’
• In case, there are more than one member in the Contacts section, select
button. Select any requester where the ‘Gender’ is ‘Female’. Click on the
‘SELF’ line item (highlighted below) to add Payment Profile details. To fill
‘Generate KYC’ button. It will take you to the ‘Contacts’ tab.
Bank Details, scroll down and click on the ‘Payment Profile’ sub tab. Click
• For ‘Extended Ujjwala’ there is no need to go to SECC data tab, directly
on the ‘+’ icon. Click on the ‘IFSC Code’ pick applet.
contacts need to be created. After clicking on the ‘Generate KYC’ button,
• Select the ‘IFSC Code’ from the pick applet and click on the ‘OK’ button. The
system will navigate you to the ‘Ujjwala Connection Summary’ sub tab.
bank details such as ‘Bank Name’ and ‘Branch Name’ will get auto
• Under ‘Contacts’ screen fill the required fields and provide applicable
populated.
Documents under Identities. Click on the ‘Internal Dedup’ button to get
• Enter ‘Name As Per Bank’, ‘Bank Account Number’ and ‘Account Type’.
the KYC fields auto populated.
Press ‘Ctrl + S’ to save the data.
• Minimum KYC level for LPG connection is five(5). It also checks whether
any family member of the customer already has connection. In that case

21 system will not allow to create the contact for that customer.
CUSTOMER ONBOARDING – UJJWALA (CONT’D)

• Select ‘Service Area’ from the list and click on the ‘OK’ button. To enter
Products, click on the ‘Products’ pick applet. Select the product from the • In Ujjwala, ‘Loan Flag’ is checked by default. In case the customer doesn’t
applet. Click on the ‘OK’ button. want to avail the loan facility, you can uncheck the box.
• After filling up all the details, scroll up and click on ‘Relationship Id’. Click • If user wants to add hot plate or any other NFR item then, click on the
on the ‘OMC Dedup’ (Oil Marketing Company) button to check whether ‘Add Product’ button and select the required product. Click on the ‘Add
the customer already has the connection with other OMCs (HP and BP). & Close’ button. Press ‘Ctrl + S’ to save the data.
After clicking on ‘OMC Dedup’ button, the ‘OMC Status’ will change from • Before submitting, select ‘Loan Required For Refill’ as ‘Yes’ or ‘No’ from
‘OMC Pending’ to ‘OMC Clear’. the drop down list. If you submit without selecting the ‘Loan Required For
• For ‘SV’ generation, go to the ‘Documents’ sub tab. Once the OMC Refill’, then a pop-up notification will come. Click on the ‘OK’ button.
Status and NIC Status is cleared, then ‘Waitlist Status’ gets changed to • After saving the data, click on the ‘Submit’ button. A pop-up will appear to
‘Released’ and the ‘+’ icon gets activated under ‘Documents’ section. verify Cylinder Quantity. Click on the ‘OK’ button to proceed. Else, click on
• Click on the ‘+’ icon and select ‘Order Type’ as ‘SV’ and ‘Order Sub the ‘Cancel’ button to change cylinder quantity. After submitting, the
Type’ as ‘New Connection’. To save the data, press ‘Ctrl + S’. Click on ‘Invoice’ button will get activated and the ‘Order Status’ will get changed
the ‘Document Number’. from ‘Open’ to ‘Submitted’.
• In the ‘Line Detail’ screen, click on the ‘Default’ button to add the Default • Click on the ‘Invoice’ button for generating the Invoice. Once you click on
Order. In the ‘Line Detail’ screen, replace ‘NFR - LPG Stove’ and ‘NFR - the ‘Invoice’ button, system will navigate you to the ‘Invoice’ sub tab.
LPG Hose’ item with ‘City King’ and ‘Suraksha Hose’. Scroll up and see the ‘Order Status’; it will get changed from ‘Submitted’
• Example: click on the ‘NFR LPG Stove’, then click on the pick applet. to ‘Invoiced’.
Select ‘City King’ product from the applet and click on the ‘OK’ button. • Once the delivery is done, change the Invoice ‘Status’ from ‘Open’ to
Similarly, replace ‘NFR- LPG Hose’ with ‘Suraksha’ from the applet. ‘Completed’ and save the data in ‘Documents’ screen. Press ‘Ctrl + S’ to
• To view the ‘Start Price’, ‘Net Price’ and ‘Total Price’, click on the save the data.
‘Reprice All’ button . In the ‘Line Detail’ screen, enter the ‘Year’, ‘Month’, • To view the Payment details, click on the ‘Payment’ sub tab. In case of
‘Serial #’ and ‘Make’ for PR (Pressure Regulator) line item. Also add Cash Payment, auto payment line items will be created at Invoice
DGCC ‘Serial#’. In case of without hot plate, a line item of inspection completion.
charges needs to be added through ‘+’ icon. 22
 CUSTOMER ONBOARDING – UJJWALA (CONT’D)

• Click on the ‘Invoice’ button for generating the Invoice.

• Click on the ‘+’ icon and select ‘Order Type’ as ‘SV’ and ‘Order Sub
• Once you click on the ‘Invoice’ button, system will navigate you to the
Type’ as ‘New Connection’. To save the data, press ‘Ctrl + S’.
‘Invoice’ sub tab.
• Click on the ‘Document Number’.
• Scroll up and see the ‘Order Status’; it will get changed from ‘Submitted’
• In the ‘Line Detail’ screen, click on the ‘Default’ button to add the default
to ‘Invoiced’.
products.
• Once the delivery is done as per the amount mentioned in the ‘Invoices’
• In the ‘Line Detail’ screen, enter the ‘Make’, ‘Year’, ‘Month’ and ‘Serial #’
section and the ‘Invoice’ is generated, scroll down and change the Invoice
for PR (Pressure Regulator) line item. Also, add DGCC ‘Serial #’.
‘Status’ from ‘Open’ to ‘Completed’ in ‘Documents’ screen. Press ‘Ctrl +
• In case of without hot plate, a line item of inspection charges needs to be
S’ to save the data.
added through ‘+’ icon.
• To view the Payment details, click on the ‘Payment’ sub tab.
• Click on the ‘Equipment’ pick applet.
• Note: In case of Cash Payment, auto payment line items will be created at
• Pick the equipment from the applet and click on the ‘OK’ button.
Invoice completion.
• If user wants to add hot plate or any other NFR item then, click on the
• To download the ‘SV TV Tax Invoice’ Report, user should be on 'Line
‘Add Product’ button and select required product. Click on the ‘Add &
Items' sub tab.
Close’ button.
• Click on the ‘Report(s)’ icon.
• To view the ‘Start Price’, ‘Net Price’ and ‘Total Price’, click on the
• In ‘Run Report’ section, select ‘Report Name’ as ‘SV TV Tax Invoice’
‘Reprice All’ button . Press ‘Ctrl + S’ to save the data.
Report and click on the ‘Submit’ button. It will get downloaded
• After saving the data, scroll up and click on the ‘Submit’ button.
automatically.
• After clicking on the ‘Submit’ button, a pop-up will be seen.
• If it does not get downloaded within two minutes, then click on the ‘My
• Click on the ‘OK’ button.
Reports’ button.
• After submitting, the ‘Invoice’ button will get activated and the ‘Order
• To download and print the report, click on the ‘Report Name’ where
Status’ will get changed from ‘Open’ to ‘Submitted’.
‘Status’ of Report should be Success

23
CUSTOMER ONBOARDING – UJJWALA (CONT’D)

• To download the Report, click on the ‘Download’ button.

• Once the Invoice against SV is completed, system will navigate you to the
‘Installation’ sub tab.
• Click on the ‘Order Number’. • Check three main points: ‘Subsidy’, ‘Loan Flag’, ‘Inventory
• Delivery Boy will be selected by default. If that is not the case, select by Transaction’. If the Subsidy Status is on ‘Start’ and ‘Hold’, then subsidy
clicking on the pick applet. will be given to the customer. If the Subsidy Status is ‘Stop’, then
• To create the Invoice against installation order, click on the ‘Create customer will not get subsidy. To check Subsidy, go to the
Invoice’ button. ‘Relationships’ tab. Click on the ‘Adjustments’ sub tab and check under
• After creating the Invoice, ‘Print Invoice’ button will get highlighted and ‘Subsidy’ screen. Entry is created in the ‘Subsidy’ screen.
‘Order Status’ will automatically get changed from ‘Open’ to ‘Invoiced’. • In case of Loan Flag, if the Loan is checked then a loan entry will be
• To confirm the delivery against Installation order, change the ‘Invoice created in the ‘Loan’ screen under ‘Adjustments’ sub tab.
status’ from ‘Open’ to ‘Completed’. A pop-up notification will come. Click • Go back to the ‘Documents’ sub tab, to check the Inventory Transactions
on the ‘OK’ button. Press ‘Ctrl + S’ to save the data. and click on the ‘Document Number’. Go to the ‘Inventory
• After saving the data, ‘Order Status’ will get changed from ‘Invoiced’ to Transactions’ sub tab. All the transactions are present in the ‘Inventory
‘Completed’. Then, click on the ‘Print Invoice’ button to take out the print. Transactions’ section.
• Now to check whether the Relationship is in Active state or not: Copy
Relationship Id and go to the ‘Relationships’ tab. Click on the ‘Search’
icon and search the same Relationship Id. Click on the ‘Go’ icon.
• Here, the ‘Relationship Status’ and ‘Relationship Sub Status’ are in
Active state. Click on the ‘Relationship Id’.

24
 INDENTING AND RECEIVING
INDENTING
• In ‘Line Items’, click on the ‘MultiAdd’ or ‘Default Products’
button. In case of ‘MultiAdd’, select ‘Product’ from the list of
available products and click on the ‘Add & Close’ button.
• Click on the ‘Requested Quantity’ under ‘Line Items’ section. If
there is any change in quantity from the default quantity i.e. 1, then
enter the quantity and press ‘Ctrl + S’ to save the changed quantity.
• In case of ‘Default Products’, all the products marked as default will
get added as line items once you click on the ‘Default Products’
button.
• Select the ‘Load Type’ under ‘Purchase Requisition’ as per the
Steps:
requirement. In case of ‘One Way’ Load Type, it will go for FO and
• On the Home page, Click on ‘Purchase’ tab and select ‘My Purchase
AM approvals before the ‘Indent Request’ is generated. In case of
Requisition’ option from the list.
‘Two Way’ Indent, the ‘Indent Request’ is generated once the
• In ‘My Purchase Requisition’ section, click on the ‘+’ icon and select
‘Submit’ button is clicked.
‘Primary Purchase’ or ‘Secondary Purchase’ as per the requirement
• The FO can ‘Approve’ or ‘Reject’ the Indent Request by clicking on
under ‘Purchase Req. Type’. Press ‘Ctrl + S’ to save the record.
the appropriate ‘Approve’ or ‘Reject’ button for ‘One Way’ Indent. If
• For requisition of LPG within IOCL entity, select ‘Primary
Purchase’ option FO approves, it will go to the AM for approval and the same
• For Products other than primary entities (NFR), select approval process will be repeated. After the AM approves, the
‘Secondary Purchase’
• In ‘Purchase Requisition’ screen, click on the ‘Purchase Req #’ field ‘Indent Request’ will be generated.

which has been recently generated. • In case there is any error and the Indent does not get submitted, the

• To get the ‘PAD Balance’ details, click on the ‘Fetch PAD Balance’ details will be visible in the ‘FMW Error’ section under ‘More Info’

button. The ‘PAD Balance’ would appear on the PAD BalanceApplet. sub tab. Status will change into ‘Error in SAP’ or 'Validation Failed’.

• Click on the ‘Distribution Channel’ pick applet. Select your • The ‘Order Status’ will be visible under ‘Get SAP Order Status’.

‘Distribution Channel’ from the applet and then click on the ‘OK’ Once the ‘Get SAP Order Status’ is clicked, the ‘SAP Doc #’ gets

button. The distributor can change the ‘Supply Plant’ if required. populated.
25
RECEIVING

• In ‘Inventory Applet’, click on the '+' icon to add defective inventory

details.
• For LPG Cylinder: Enter the defective product details including ‘Serial
No’, ‘Tare weight’, ‘Gross Weight’, ‘Seal’ and ‘Remarks’ and press
‘Ctrl + S’ to save the record.
• For Pressure Regulator (PR): Enter the defective product details
including ‘Serial No’, ‘Manufacturer’, ‘Month’, ‘Year’ and ‘Remarks’.
Steps:
• On the home page, click on the ‘Receiving’ tab. Press ‘Ctrl + S’ to save the record.

• Enter ‘SAP Invoice Number’ from the hardcopy of AC4 received and • Click on the ‘Process Receipt’ button to update the inventory. Once the

click on the ‘Go’ icon. inventory is updated, it will facilitate the creation of ‘Delivery Challan
• Enter ‘Seed Number’ from the hard copy of AC4 and press ‘Ctrl + (ERV)’.
S’. • In a ‘Message Box’, click on the ‘OK’ button to create ‘Delivery Challan
• In the ‘Receive Purchase Order Line Item’ section, the line items will (ERV)’.
be auto populated with respect to the indent raised by the distributor. • Once the 'Delivery Challan (ERV)' is generated, user will directly
The short quantity will show the pending/remaining quantity for navigate to 'Return Orders’ section.
receiving • If the user doesn't choose to create the ‘Delivery Challan (ERV)’ at that
• Enter the ‘Quantity’ and select the ‘Availability’ as ‘Good’ from pick point in time, he can go to the ‘Purchase’ tab and click on the ‘Return
applet (if sound quantity is received). If any defective item is received Orders’ sub tab.
then user need to select the ‘Availability’ as ‘Defective Same-Load’
• In ‘Return Orders’ screen, click on the ‘+’ icon to add a new row.
in the pick applet. In case of cylinder, ‘Defective Same-Load’ include
underweight, overweight, etc. In case of PR, ‘Defective Type’ include
damage, leakage, etc.
26
 RECEIVING (CONT’D)
Steps:
• For Connected Return Order: For Unconnected Return Order:
• Select ‘Order Type’ as ‘Delivery Challan’ and ‘Order Sub Type’ as • For Unconnected Return Order: User is not required to select the
‘Connected’ or from the drop down list. Press ‘Ctrl + S’ to save the record. Invoice Number. So, he is not required to click on the ‘Get Invoice
• Click on the ‘SAP Doc #’ to choose the SAP Invoice Number from the pick Details’ button.
applet. Select ‘SAP Invoice’ and click on the ‘OK’ button. • User can add the defectives from the inventory which are approved by
• Click on the ‘Order #’ to view the details. the field officer by clicking on the ‘Add Market Return Items’ button.
• Click on the ‘Get Invoice Details’ button to generate the equipment return • User can also add the empty line items from the inventory by clicking
voucher.
on the ‘New’ button.
• System will automatically show the empty or defective line items in service
• Click on the ‘More Info’ sub tab to view the Godown address.
line item view tab (on the basis of receiving done against the connected
• If any item needs to be returned, click on the ‘Add Market Return
SAP #) .
Items’ button.
• Secondly, user can also add the defectives from the inventory which are
• In applet, add the list of defected items to be returned. Click on the
approved by the field officer by clicking on the ‘Add Market Return Items’
‘Add and Close’ button.
button.
• Enter the mandatory fields like ‘Truck Driver’ and ‘Remarks’.
• User can also add the empty line items from the inventory by clicking on
• Click on the ‘Submit Order’ button.
the ‘New’ button.
• To verify the inventory transaction, click on the ‘Inventory
Transactions’ sub tab.

For ERV Cancellation:

• Once the order is submitted, the distributor can cancel the order, to do
this:
• Enter mandatory fields like, ‘Truck Driver’ and ‘Remarks’.
• Select ‘Supply Plant’ and ‘Distribution Channel’ from their
respective applets.
• Click on the ‘Cancel’ button.
• The order status will change from ‘SAP SO Created’ to ‘Cancelled’.
27
STOCK ADJUSTMENT SEARCH CRITERIA
VOUCHER
SEARCH CRITERIA – INVOICE

Steps:

1. On the ‘Home’ page, click on ‘Stock’ tab. Click on ‘Documents’ sub tab and then
click on ‘+’ icon.
2. Select ‘Order Type’ and ‘Order Sub Type’ from the list. Click on ‘Order #’. Click
on ‘New’ option to select desired promotion. Click on ‘OK’ button.
3. If the distributor wants to convert from Filled to Defective, ‘Issue Flag’ is ‘Y’ then
select ‘Source Availability Code’ as Good from ‘Pick Bucket Category’ screen.
Click on ‘OK’ button.
4. If the distributor wants to convert, Defective to Empty product then, select
availability of the defective type for which he wants to convert.
5. Transaction ID will identify the particular Receive transaction for which the user is
Steps:
creating the SAV.
• For Invoice Generation Search, go to the ‘Invoice Search’ sub tab.
6. To enter ‘Transaction ID’ click on the ‘Transaction ID’ pick applet. Select
• Click on the ‘Search’ icon to search records.
Transaction# with respect to either Quantity or date. And then click on the ‘OK’
• In the Invoice Generation Search screen, provide details as per requirement in
button.
their respective fields:-
7. Fill Cylinder details such as:- ‘Gross Weight’, ‘Tare Weight’, ‘Seal’ and
• ‘Sales Order#’, ‘Invoice Number’, ‘Order Type’, ‘Order Sub Type’,
‘Remarks’. ‘Net Weight’ will get populate automatically.
‘Equipment Type’, ‘Service Area’, ‘Delivery Type’, ‘Order Status’, ‘Paid
8. For PR details enter:- ‘Serial Number’, ‘Make’, ‘Month’, ‘Year’, ‘Seal’ and
Flag’, ‘Preferred Day’, ‘Print Flag’, ’ Order From Date’, ‘Order Till Date’,
‘Remarks’. Then click on the Line Item where Received flag is ‘Y’ and select
‘Invoice From Date’, ‘Invoice To Date’, ‘Delivery Boy’, ‘Consumer ID’,
‘Destination Availability Code’ option (please enter required defective type)
‘Consumer Number’, ‘Channel’.
Click on ‘Submit Order’ button.
• For each combination, set ‘Print Flag’ as 'N' to show printed Invoices.
• In the ‘Print Flag’ field, select values as N (Ready for print), Y (Printed) , P
(Processing)

28
 SEARCH CRITERIA – BULK INVOICE

• In case of Bulk Invoice Generation, provide details to fetch records.

• For this instance, Select ‘Order From Date’ and ‘Order To Date’, ‘Service
Region / Delivery boy’ and ‘Order Status’ will remain ‘Open’.
• Select ‘Delivery Boy’, from the applet.
• You can also select multiple Delivery boy and Service Region.
Steps: • Select ‘Order Status’ as ‘Open’ from the list.
• On the Home page, go to the ‘Sales Order’ tab. • Click on the ‘GO’ icon.
• Go to the ‘Bulk Invoice Generation’ screen. • You can see records on the basis of the search criteria.
• Click on the ‘Search’ icon. • There are certain combination which should not be used to fetch records as it
• In the Bulk Invoice Search screen, both List view and Form will be will not show desired result:
opened. • ‘Order Status’ set as ‘Invoiced’ will not match any record for Bulk Invoice
• Anyone can be used either List applet or Form applet and provide details Generation.
as per requirement in their respective fields:- • ‘Order Type’ should always be ‘Sales Order’.
• ‘Sales Order#’, ‘Order Type’, ‘Order Sub Type’, ‘Unit Size’, ‘Service • ‘Order Sub Type’ should be ‘Refill Order/ Installation Order’ only, if any
Area’, ‘Delivery Type’, ‘Order Status’, ‘Paid Flag’, ‘Preferred Flag’, other category is used it won’t show any record.
‘Digital Payment’, ‘Order from Date’, ‘Order To Date’ and ‘Delivery
Boy’, ‘Relationship ID’, ‘Consumer Number’, ‘Invoice Date’.

29
REPORTS

VIEW BIP REPORTS: ADDRESS CHANGE VIEW BIP REPORTS:

TCRV REGISTER

Steps: Steps:
• In the Service Request screen, enter ‘Transaction Type’ as ‘Address • The report shows the TCRVs done on a particular day or within a
Change’. specified date range.
• In the ‘Created On’ field, enter date in the below mentioned format and • Go to ‘Documents’ tab, filter the records by selecting ‘Order
filter the record. Type’ as TCRV and ‘Order Created Date’ in the below format:
>01-Oct-2018 AND <=31-Oct-2018 (in case of date range) >01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date) =01-Oct-2018 (particular date)
>10-Nov-2018 (Till date) >10-Nov-2018 (till date)
• Click on ‘Report’ icon. • Click on ‘Reports’ icon. Select report name as ‘TCRV Register’
• Select the Report Name as ‘Address Change’ from the list. Click on from the list.
‘Submit’ button. • Click on ‘Submit’ button.
• Click on ‘My Reports’ button to take out the PDF of the report. • Click on ‘My Reports’ button to take out the PDF of the report.

30
 VIEW BIP REPORTS: VIEW BIP REPORTS:
AC4 DELIVERY CHALLAN COMPLAINT REGISTER

Steps: Steps:
• The report shows the AC4 & ERV challan details for a particular day or • The report shows the details of total complaints received on a
a month. particular day or within a specified date range.

• Select ‘Return Orders’ screen for ‘AC4 delivery Challan report’ • Go to ‘Site Map’ and select ‘Service Request’ option.
under Purchase tab.
• Again, click on ‘Service Request’ option.
• In the ‘Order Date’ field, enter date in the below mentioned format and • Filter the record on the basis of Date. In the ‘Created On’ field, enter
filter the record. date in the below mentioned format:

>01-Oct-2018 AND <=31-Oct-2018 (in case of date range) >01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date) =01-Oct-2018 (particular date)
>10-Nov-2018 (till date) >10-Nov-2018 (till date)

• Click on ‘Report’ icon. Report Name will come as ‘AC4 delivery • Click on ‘Report’ icon.
Challan report’ by default.
• Select the reports as ‘Complaint Register’ from the list.
• Click on ‘Submit’ button.
• Click on ‘Submit’ button.
• Click on ‘My Reports’ button to take out the PDF of the report.
• Click on ‘My Reports’ button to take out the PDF of the report.

31
 VIEW BIP REPORTS: VIEW BIP REPORTS:
CUSTOMER HISTORY CURRENT STOCK

Steps: Steps:
• The report shows Customer details including Consumer Name, Address • The report shows the transactions done on a particular day till the
current time and also gives product wise count.
and Refill booking history.
• Filter report on the basis of Customer ID, Relationship ID or Name. • Go to ‘Stock’ tab and click on ‘Name’ under Stock screen.

• For Customer History Report, click on ‘Relationship ID’. • Click on ‘Report’ icon and select the Report Name as ‘Current Stock
• Click on ‘Print Cust. History’ option and go to ‘Report’ icon. Click on Report’.

‘Submit’ button. • Click on ‘Submit’ button.

• Click on ‘My Reports’ button to take out the PDF of the report.
• Click on ‘My Reports’ button to take out the PDF of the report.

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 VIEW BIP REPORTS: VIEW BIP REPORTS:
CLOSING/ OPEN STOCK COMPLAINT REGISTER

Steps: Steps:
• The report shows the transactions done by the distributor on a particular • The report shows the details of total complaints received on a
particular day or within a specified date range.
day and also gives product wise count.
• For Closing/ Open Stock Report: • Go to ‘Site Map’ and select ‘Service Request’ option.

• Select ‘Physical Inventory Count’ screen under Stock tab. Filter on the • Again, click on ‘Service Request’ option.
basis of date in the below format: • Filter the record on the basis of Date. In the ‘Created On’ field,
enter date in the below mentioned format:
>01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date) >01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date)
>10-Nov-2018 (till date) >10-Nov-2018 (till date)
• Click on ‘Report’ icon and select the Report Name as ‘Closing Stock
• Click on ‘Report’ icon.
Report’.
• Click on ‘Submit’ button. Click on ‘My Reports’ button to take out the • Select the reports as ‘Complaint Register’ from the list.

PDF of the report. • Click on ‘Submit’ button.

• Click on ‘My Reports’ button to take out the PDF of the report.

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VIEW BIP REPORTS: VIEW BIP REPORTS:
DAY OPERATION SALES DELIVERY REGISTER WITH ERROR

Steps: Steps:
• The report shows the count and amount of Document orders issued • The report shows the details of Refill Orders with error messages.

on a particular day or within a specified date range. • Go to the Sales Orders tab. By default it will go to the Bulk Invoice
• Go to ‘Documents’ tab. Filter the record on the basis of Date. In the Generation tab, if not go to the Bulk Invoice Generation tab.

‘Order Created Date’ field, enter date in the below mentioned • Go to the Error Message field and click to select sort option. This will
format: show error message on top.

>01-Oct-2018 AND <=31-Oct-2018 (in case of date range) • Click on the Reports icon.
=01-Oct-2018 (particular date)
• Select Report Name as ‘Delivery Register with errors’ from the list.
>10-Nov-2018 (till date)
• Click on ‘Reports’ icon. Select Report Name as ‘Day Operations • Click on ‘Submit’ button.

Sales Summary’ from the list. • Click on ‘My Reports’ button to take out the PDF of the report.
• Click on ‘Submit’ button.
• Click on ‘My Reports’ button to take out the PDF of the report.

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 VIEW BIP REPORTS: VIEW BIP REPORTS:
DELIVERY REGISTER DELIVERY STATUS SUMMARY

Steps: Steps:
• The report shows the details of cylinders delivered on a particular day or • The report shows the summary of cylinders delivered on a particular day or
within a specified date range. within a specified date range along with delivery boy wise details.
• Go to the ‘Sales Orders’ screen under Sales Order tab. • Go to the ‘Sales Orders’ screen under Sales Order tab.
• Filter the record on the basis of Date. In the ‘Delivery Date’ field, enter • Filter the record on the basis of Date. In the ‘Delivery Date’ field, enter
date in the below mentioned format: date in the below mentioned format:
>01-Oct-2018 AND <=31-Oct-2018 (in case of date range) >01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date) =01-Oct-2018 (particular date)
>10-Nov-2018 (till date) >10-Nov-2018 (till date)
• Click on ‘Report’ icon. Select the Report Name as ‘Delivery Register’ • Click on ‘Report’ icon. Select the Report Name as ‘Refill Status
from the list. Summary’ from the list and click on ‘Submit’ button.
• Click on ‘Submit’ button. • Click on ‘My Reports’ button to take out the PDF of the report.
• Click on ‘My Reports’ button to take out the PDF of the report.

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VIEW BIP REPORTS: VIEW BIP REPORTS:
INDENT STATUS PENDING OPEN REFILL ORDERS

Steps: Steps:
• The report shows the quotes filtered on the basis of status of the • The report shows the list of Open Orders along with order count and
purchase requisition. amount.

• Go to ‘Purchase’ tab. Click on ‘Purchase Req #’ under Purchase • Go to the ‘Sales Order’ tab.
Requisition screen.
• Click on the ‘Search’ icon, filter on the basis of ‘Order status’ as
• Filter the record on the basis of status. Select ‘Status’ from the Open OR Invoice (both), Open and Invoiced.
dropdown list as Open, Invoiced and Cancelled. • Click on ‘Report’ icon.

• Click on ‘Report’ icon. Report Name will come as ‘Indent Status • Select the Report Name as Pending Open Refill Orders from the list.
Report’ by default. Click on ‘Submit’ button.
• Click on ‘Submit’ button. Click on ‘My Reports’ button to take out the
• Click on ‘My Reports’ button to take out the PDF of the report. PDF of the report.

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 VIEW BIP REPORTS: VIEW BIP REPORTS:
PENDING REFILL SUMMARY REMITTANCE REPORT

Steps: Steps:
• The report shows the list of Open & Invoiced Orders along with order • The report shows the Remit (deposit) amount of all Document
orders on a particular day or within a specified date range.
count and amount.
• Go to the ‘Sales Orders’ screen under Sales Order tab. • Go to ‘Documents’ tab and filter the records on the basis of
Date. In the ‘Order Created Date’ field, enter date in the below
• Filter on the basis of ‘Order Status’ as Open, Invoiced or both. mentioned format:
• Click on ‘Report’ icon. Select the Report Name as ‘Pending Refills
>01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
Summary’ from the list and click on ‘Submit’ button. =01-Oct-2018 (particular date)
• Click on ‘My Reports’ button to take out the PDF of the report. >10-Nov-2018 (till date)

• Click on ‘Reports’ icon. Select Report Name as ‘Remittance

Report’ from the list.

• Click on ‘Submit’ button.

• Click on ‘My Reports’ button to take out the PDF of the report.

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VIEW BIP REPORTS: VIEW BIP REPORTS:
SUBSIDY STATUS REPORT SV/ TV REGISTER

Steps to Subsidy Status Report: Steps to SV/ TV Register Report:

• The report shows the Subsidy details of single customer including • The report shows the list of SV/TV Document orders of all order types,
Consumer Name, Subsidy Rate and Transfer Status. along with consumer details, equipment details and deposit amount.
• For Subsidy Status Report, go to ‘Relationship’ tab and filter records on • Go to ‘Documents’ tab, filter the records on the basis of Date. In the
the basis of Name, Customer ID or Relationship ID. ‘Order Created Date’ field, enter date in the below mentioned format:
• Click on ‘Report’ icon. >01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
• Select Report Name as ‘Subsidy Status Report’ from the list. =01-Oct-2018 (particular date)
• Click on ‘Submit’ button. >10-Nov-2018 (till date)
• Click on ‘My Reports’ button to take out the PDF of the report. • Click on ‘Reports’ icon. Select Report Name as ‘SV TV Register’
from the list.
• Click on ‘Submit’ button.
• Click on ‘My Reports’ button to take out the PDF of the report.

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 VIEW BIP REPORTS:
STOCK TRANSACTIONS

BI REPORTING: EMR REPORT

Steps:
• EMR Report displays more detailed view of issue and receipt.
• Filter the ‘Date’ and ‘Product Name’, and then click on the ‘Apply’
button.
Steps: • EMR Report briefs about Opening, Received TV, Received MISC, etc. for
• The report shows the transactions done on a particular day or within a particular date and each kind of cylinder product.
a specified date range. It also gives product and order type wise
count.
• Stock transactions (for particular day):
• Select ‘Stock Transactions’ under Stock tab.
• Filter the records on the basis of Date in the ‘Transaction Date’
field, in the below mentioned format:
>01-Oct-2018 AND <=31-Oct-2018 (in case of date range)
=01-Oct-2018 (particular date)
>10-Nov-2018 (till date)
• Go to ‘Report’ icon. Report Name will come by default as ‘Stock
Transfer’.
• Click on ‘Submit’ button.
• Click on ‘My Reports’ button to take out the PDF of the report.

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BI REPORTING: STOCK & SALES REPORT

Steps: • They are also based on Order Type as ‘Installation Orders’ and ‘Refill
• On the Home page, click on the ‘Dashboards’ option. Orders’.
• Next, go to the ‘Distributor Reports’ option. • Remittance Summary Report (SV/TV) shows the due of remittance on
• All five reports are accessible once you click the Distributor Option. account of SV/TV.
• Stock & Sales Report is one of the important reports which displays the • It briefs the ‘Total Quantity’ and ‘Total Amount’ of ‘Cyl Amount’, ‘PR
date and product wise opening issue and receipt. Amount’ and ‘Permanent Advance’.
• In order to view the Stock & Sales Report, click on the ‘Stock & Sales • If you will click on the ‘Completed’ or ‘Installation Pending’ in the Status
Report’ option. Code, it will take you to the Order level screen.
• To view the data of past months, you can choose the filter ‘Date Between’ • Remittance Summary Report (TCRV) displays the due and remittance of
and then click on the ‘OK’ button. all the Order numbers and quantity on account of TCRV. This report is
• Select the Product Name from the drop down list by clicking on ‘Product related to defective PR, Cylinders etc.
Name’ option. • Stock Summary Report gives you the date wise snapshot of all the stock
• Click on the ‘Apply’ button, and then drill down the screen and view the transaction that has happened for the distributor. It tells you about the
report related to Stock & Sales. ‘Opening Stock’, ‘Issue Quantity’, ‘Receipt Quantity’ and ‘Closing
• Sales Report (Subsidized/ Non-Subsidized) is related to Subsidized/ Non- Stock’.
Subsidized which is only for 14.2 kg domestic sales and shows the • Refill Sales Report is based on cash and digital(Online) payment.
Subsidized and Non-Subsidized cylinders taken by customer. • It displays the sales of all the products i.e. cylinder products, etc.
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 BI REPORTING: BACKLOG MONITORING
REPORTS

Steps:
• Backlog Monitoring Report displays on the basis of days as well as • In the Distributor screen you will be able to see ‘Distributor
numbers. Name’, ‘Distributor Code’ and ‘Booking’.
• In order to view the Backlog Reports, select ‘Backlog Monitoring • Booking_0_2, Booking_2_5 etc. provides information about the number of
Reports’ option. days for which the bookings have remained undelivered. (0 to 2 days, 2 to
• On the Backlog Monitoring Reports screen, data for the current month will 5 days respectively).
be displayed by default. • To view the booking days description, click on the number of Booking
• To view data of past months, you can select the filter ‘Year’ and ‘Month’. days.
Click on ‘Apply’ button. • Example: Click on 2 of Booking_30 and then click on ‘Order Details’ and
• To Reset, click on ‘Reset’ option and select ‘Reset to default values’ see the sales orders which are pending under this category.
from the list. • To view the Distributor Backlog Reports by Backlog Numbers, click on
• Click on ‘Reset’ button. ‘Select Backlog Days or Backlog Numbers’ arrow and select ‘Backlog
• To select Backlog Days, click on ‘Select Backlog Days or Backlog Numbers’ option from the list.
Numbers’ arrow and select ‘Backlog Days’ option from the list. • Click on ‘Apply’ button. Scroll down the screen and see the Backlog
• Click on ‘Apply’ button. Scroll down the screen and see the Distributor Report.
Backlog Report by Backlog Days. • To Refresh, Print and Export, click on ‘Refresh’, ‘Print’, ‘Export’ options.
• To Refresh, Print and Export, click on ‘Refresh’, ‘Print’, ‘Export’ options. • Enrollment Summary Report gives you a daily summary of the enrollments
• You can Export the data in ‘PDF’, ‘Excel 2007+’, ‘Powerpoint 2007+’, and the transfers that have happened for the customers. It also gives you
‘Web Archive (.mht)’ and ‘Data’. Data can be seen in ‘CSV Format’, summary view of all the documents including SV, TSV, TTV etc.
‘Tab Delimited Format’ and ‘XML Format’. • In order to view the Enrollment Report, go to the ‘Enrollment Report’
• To view the Distributor Backlog Report in Pivot Table or Graph form, click option.
on ‘Pivot Table’ or ‘Graph’ as per the requirement. • Filter the ‘Date’ as per requirement.
• To view the Backlog Quantity With Bucket, click on ‘Backlog Quantity’ • Click on the ‘Apply’ button..
for the date for which you want to see.
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BI REPORTING: CUSTOMER SNAPSHOT

Steps:
• Customer Snapshot displays the daily snapshot of customers.
• In order to view the Customer Snapshot, go to the ‘Customer Snapshot’
option.
• Filter the ‘Date’ as per requirement, and then select ‘Consumer
Category’ from the drop down list.
• Click on the ‘Apply’ button.
• Customer Snapshot By Distributor takes the daily snapshot of customers.
It helps the distributor to know about the status of current customer and
new KYC registered customers.
• Customer Consumption Pattern gives you date wise distribution
consumption of the district as well as the details of cylinders taken by
customer and this is for the financial appearance.

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 RAISE A TICKET IN ICD

HOW TO DOWNLOAD FROM KM

PORTAL

Steps:
• Go to the link: https://km.indianoil.in/infocenter/index?page=home
• Enter ‘User ID’ and ‘Password’ to login. The credentials for KM Portal are
same as that for SDMS.
• Go to the 'Training' tab.
Steps: • Click on the 'Available Categories' button and choose the required option
• On the ‘Login’ screen, click on the ‘ICD Ticketing Tool’ option. from the shown categories.
• To create a new Service Request, click on the ‘New Service • Click on 'DMS Essentials' to view and download the Job Aids and Videos of
Request’ option. key processes.
• In the Service Requests screen, fill up mandatory fields including • You'll see a list of the key LPG processes. Click on the Process name to
Summary (subject of the issue) and Details. You can also upload view and download the list of Job Aids and Videos (English and Hindi) for
any relevant attachment using the Attachments button. that particular process.
• To submit the Service Request, click on the ‘Route Workflow’ icon.
Select ‘Submit Ticket’ and then click on ‘OK’ button.
• In the Details field, mention issue in detail with relevant information
like Customer No, Invoice No, Document No, TV and SV details,
etc.
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