A

AMBICA STEELS LIMITED

SOLUTION DESIGN DOCUMENT

Prepared By:Acxiom Consulting Pvt Ltd C-660, New Friends Colony, New Delhi - 65

List of Transactions
1. TDC 1.1 Customer TDC Master 1.2 Customer TDC Master- Approval 2. Sales Order 3. Firm Planned Order 4. Creating HT Document 5. Released Production Order 6. Heat Analysis Master 7. Output Journal 8. Export 8.1 Export Sales Invoice 8.2 Export Sales Invoice Released 8.3 Posted Export Sales Invoice 9. Sales Shipment 10. Sales Invoice 11. TC Generation Page No. 2 2 7 8 15 19 22 25 28 32 32 35 36 37 38 42

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1. TDC

1.1 Customer TDC Master

1.1.1) Scenario 1st Customer provides the requirement for a product on the basis of chemical composition, mechanical properties & others POLICY:- When TDC is created values of chemical elements is minimized and maximized on the basis of
standards and values of chemical elements that customer has mentioned and as provided with Standards in Master Grade (TC).

PROCESS:-

Transaction
To create the Customer TDC click Test Certificate Unit IITDC

Screenshots

Now go to TDCCustomer TDC Master the Customer TDC Master Window appears

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To create Customer TDC, In Main Tab the fields mentioned should be filled.

Field Name Ambica ID TDC

Filed Type Mandatory Mandatory

Description Enter the Ambica TDC ID. Press F6 and get the list of Customer & select the Customer Code. Enter the Customer TDC No. This field updated is automatically

Customer Code

Customer TDC No. Item Category Product Group Grade No.

Mandatory Automatic Mandatory Mandatory

Press F6 and get the list of product group, select from it. Press F6 and get the list of Grade Master List & select the grade no. Press F6 & get the list of ASL Shape & select the shape Press F6 & get the list of Execution/Condition of Supply & select the execution. Enter the Size Range Press F6 & get the list of HT Condition Master & select the HTC Code Enter the Color Code Enter the Material Marking. Enter yes if required else leave blank Enter the ultrasonic test text Enter the Chamferring Degree Enter the End Cutting Text Enter the Surface Roughness Enter the Straightness Enter the Crack Test Text Press F6 & get the list of Standards Master & select the standard

Shape Execution

Mandatory Mandatory

TDC Size Range Text HTC Code

Mandatory Mandatory

Color Code Material Marking Eddy Current Testing Ultrasonic test Text Chamferring Degree End Text cutting

Manually Manually Manually Manually Manually Manually Manually Manually Manually Manually

Surface Roughness Straightness Crack Test Text Standard

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In Others Tab, the fields mentioned should be filled.

Field Name Hot Rolling Reduction Delta Ferrite % HT Description 1 HT Description 2 HT Description 3 Grain Size Degree of Purity (DIN ) Inclusion Rating (ASTM) IGC Text Test

Filed Type Manually Manually Manually Manually Manually Manually Manually Manually

Description Enter the hot rolling reduction ratio Enter the delta ferrite percentage value Enter the description. Enter the description. Enter the description. Enter the Grain size. Enter the Degree of purity Enter the Inclusion rating.

Manually

Enter the IGC Test Text

Macro Etch Test Rem -01 to Rem -05

Manually

Enter the Macro Etch Test

Manually

Enter the remarks here if any

In front Of Each Remarks there are checkboxes of following , tick the corresponding check boxes if you want to print them on the following:

Field Name SO WO HT BC TC

Description Sales Order Work Order Heat Treatment Batch Card Test Certificate

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In CHEMICAL TAB, fill the Chemical Composition of all the chemical elements. Tick the check boxes of the elements you want to print in the sales order.

In MECH/METAL TAB enter the value of the corresponding fields.

Field Name UTS N/mm2(Min/ Max) Hardness (BHN)(Min/ Max) YS(RP 0.2%)N/mm 2(Min/Max) YS(RP 0.1%)N/mm 2(Min/Max YS(RP 0.2%)N/mm 2(Min/Max EL%(Min/M ax) RA%(Min/M ax) Charpy impact(Trave rse) Charpy Impact (Longitudnal ) Lateral Expansion Shear Percentage

Filed Type Manually

Description Enter the UTS value

Manually

Enter the Hardness value

Manually

Enter the respective value

Manually

Enter the respective value

Manually

Enter the respective value

Manually Manually Manually

Enter the elongation percentage Enter the respective value Enter the respective value

Manually

Enter the respective value

Manually

Enter the value of lateral expansion

Manually

Enter the shear percentage value

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Now, go to the function menu & send the approval request. When it is approved, go to the function menu & select release to release the TDC.

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1.2 Customer TDC Master Approval

1.2.1) Scenario 1st
Here TDC is approved, after which it can be released. POLICY:PROCESS:-

Transaction
To approve the Customer TDC click Test Certificate Unit IITDC

Screenshots

Now go to TDCCustomer TDC Master the Customer TDC Master Approval Window appears

Now go to function tab & select Approve or Disapprove. Now it can be released where TDC was created.

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2. SALES ORDER
2.1 Scenario 1st There can be sales order of many types, whether domestic sale order, export sales order, for job work, etc. Based on its type user have to select the respective journal template. POLICY: - If there are any changes in Sales Order, which is already released, then it can be reopened from function tab, but before re-opening it is mandatory to provide amendment reason in sales header & sales line. PROCESS: Transaction Screenshots
To create the Sales Order click Sales Bright BarSales Order

Select your respective journal template & press Enter or press OK.

After pressing enter/OK, following screen will appear:

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To create Sales Order, in General Tab the fields mentioned should be filled.

Field Name No.

Filed Type Automatic

Description When you will press F3, a new no. will be automatically generated. Select the Customer No. by pressing F6. This field updated This field updated This field updated This field updated This field updated This field updated is is is is is is automatically automatically automatically automatically automatically automatically

Sell-toCustomer No. Sell-to-Contact No. Sell-toCustomer Name Sell-to-Address Sell-toAddress-2 Sell-to-Post Code/City Sell-to-Contact Order Date

Mandatory Automatic Automatic Automatic Automatic Automatic Automatic Mandatory

Order date of the same day you are creating sales order will be generated automatically; if you want you can edit it. This field updated is automatically

Salesperson Code Responsibility Centre Shipment Date

Automatic

Automatic

Select the responsibility centre by pressing F6. Shipment date of the same day you are creating sales order will be generated automatically, if you want you can edit it Select whether Rate Base is Shipment or Delivery Select the appropriate amendment reason by pressing f6 if you want any change in your sales order which is already released. This field updated is automatically

Automatic

As Rate Base Amendment Reason

Automatic Automatic

Promised Delivery Date UOM-2 Code

Automatic

Automatic

Select the UoM-2 Code as LBS if you are creating a Sales Order for USA, otherwise leave this field blank Select the Order priority as Normal or High according to the requirement of an order.

Order Priority

Automatic

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No. of Archived Versions

Automatic

This field shows the number of archived versions for this sales document. This field indicates whether the document is open or released to the next stage of processing. If this field contains a check mark, it denotes that the document has been authorized.

Status

Automatic

Authorized

Automatic

In INVOICING TAB, following mentioned fields should be filled.

Field Name Bill-toCustomer No. Bill-to Contact No. Bill-to-Name Bill-to-Address Bill-to-Address 2 Bill-to-Post Code/City Bill-to-Contact LC No. Books of Accounts Code Payment Terms Code

Filed Type Automatic Automatic Automatic Automatic Automatic Automatic Automatic Automatic Mandatory Automatic

Description This field is automatically updated This field is automatically updated This field is automatically updated This field is automatically updated This field is automatically updated This field is automatically updated This field is automatically updated This field displays the LC No. of a Customer Select the Books of Account Code by pressing F6. The program automatically retrieves the payment terms code. If default one is not correct you can edit it.

Due Date Export or Deemed Export Currency Code Amount-toCustomer Form Code Structure Export Invoice

Automatic Automatic Mandatory Automatic Automatic Automatic Automatic

This field is automatically updated This field is automatically updated Select the currency code by pressing F6. This field is automatically updated Select the Form Code by pressing F6. Select the structure by pressing F6 This field is automatically updated

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In SHIPPING TAB, following mentioned fields should be filled.

Field Name Ship-to-Code

Filed Type Automatic

Description Here you can select a ship-to code by pressing F6 if you want a different shipment address from the one automatically entered by the program This field updated This field updated This field updated This field updated This field updated is is is is is automatically automatically automatically automatically automatically

Ship-to-Name Ship-to-Address Ship-toAddress-2 Ship-to-Post Code/City Ship-to-Contact Transit Document

Automatic Automatic Automatic Automatic Automatic Checkbox

If this field contains a check mark, a transit document has been attached with the document. This field updated This field updated This field updated is is is automatically automatically automatically

Location code Posting Series Shipping Series No. No.

Automatic Automatic Automatic

In OTHER TERMS TAB, following mentioned fields should be filled.

Field Name Excise Sales Tax Packing Forwarding Delivery Terms Payment

Filed Type Manual Manual Manual Automatic of Manual

Description Enter the Excise detail here Enter the Sales Tax detail here Enter the Packing & Forwarding Detail here This field will be automatically updated. Enter the details of payment terms here.

&

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Delivery Schedule Transport Mode

Manual Automatic

Enter the details of Delivery Schedule here. Select the Transport Mode here by pressing F6. Select the Freight Payment type here by pressing F6. Select the Transport Code by pressing F6. This field will be automatically updated. Enter the value of Freight Per MT here. Enter the value of DDP per MT here. Enter this field manually. Specify the remarks here if any.

Freight Payment Type Transport Code Dispatch Thru

Automatic Automatic Automatic

Freight Per MT

Manual

DDP Per MT

Manual

Price Understood Remarks

is

Manual Manual

In FOREIGN TRADE TAB, following mentioned fields should be filled.

Field Name Our Banker Port Discharge of

Filed Type Automatic Automatic

Description Select it by pressing F6. Select it by pressing F6.

In SALES LINE, following mentioned fields should be filled.

Field Name Document No.

Filed Type Automatic

Description This field will be automatically updated. Select it by pressing F6. This field will be automatically updated Select it by pressing F6. It will be automatically updated when UID will be updated

Type Planned Delivery Date No. Product Group Code

Automatic Automatic Mandatory Automatic

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Location Code Outstanding Amount(LCY) Description Customer Order No. ASL Variant Code Color Shape Shape Description Length Length Description Size Size Description Sub-Grade Sub-Grade Description Actual Size Actual Length Size Tolerance Length tolerance Quantity(UOM2) Rate(UOM-2) Amount(UOM2) Quantity Unit of Measure Code Unit Price Excluding VAT Commission/Uo M Anti Dump Alloy Surcharge per MT Line Amount Excl. VAT Execution/Condi tion of Supply Promised Delivery Date HT Condition Product Condition Amendment Reason Code

Automatic Automatic Automatic Manual Mandatory Manual Automatic Automatic Automatic Automatic Automatic Automatic Automatic Automatic Manual Manual Automatic Automatic Manual Manual Automatic Manual Automatic Manual Manual Manual Manual Automatic Automatic Automatic Automatic Automatic Automatic

It will be automatically updated It will be automatically updated. It twill be automatically updated Enter the Customer Order No. Select it by pressing F6. Enter the color code Select it by pressing F6 It will be automatically updated It will be automatically updated It will be automatically updated It will be automatically updated It will be automatically updated Select it by pressing F6 It will be automatically updated Enter the value of actual size Enter the value of actual length Select it by pressing F6. Select it by pressing F6. It will be filled when order will be of USA It will be filled when order will be of USA It will be updated when order will be of USA Enter the units of item, i.e., quantity here Select it by pressing F6 Enter the price here. Enter the value here Enter the value of Anti Dump here Enter the value of surcharge here if any This will be updated automatically Select it by pressing F6 This field will be automatically updated Select it by pressing F6 Select it by pressing F6 Select the appropriate amendment reason by pressing f6 if you want any change in your sales order which is already released. Specify if there are any remarks. Specify it if there are any This field will be automatically updated This field will be automatically updated This field will be automatically updated.

Remarks Dispatch Remarks Currency Code Amount Customer Outstanding Qty. (Base) to

Manual Manual Automatic Automatic Automatic

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Now click on Line Button & select Generate/Update UID Trace.

This will generate the Allocation UID

Now, following fields should be filled in the line on which allocation UID is generated.

Field Name Customer Article No. Ambica TDC ID SO UTS N/MM2 (min) SO UTS N/MM2 (max) SO Hardness (BHN) min SO Hardness (BHN) max

Field Type Manual Automatic Manual Manual Manual

Description Enter the Customer Article No. Press F6 & select the TDC available. Enter the UTS min value Enter the UTS max value Enter the min Hardness value

Manual

Enter the max Hardness value

Now, go to the Function Button & select Release to release the Sales Order.

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3. FIRM PLANNED ORDER

3.1.1) Scenario 1st FPOs are created from sales order resulting in released planning. POLICY: FPO No. must be same as Sales order, so that which FPO belongs to which Sales Order can easily is identified. PROCESS: Transaction Screenshots
To create firm planned order select Sales Bright BarFPO Unit II, following window will appear.

To create Firm Planned order, in GENERAL TAB, press F3 in No., to refresh the FPO, else rename error will occur. Following mentioned fields should be filled :

Field Name No.

Field Type Mandatory

Description Enter the number of the production order. Once you entered the No. & pressed enter, this no. cannot be changed. This field will automatically after the Item No. This field will automatically after the Source No. be updated you will enter be updated you will enter

Description

Automatic

Description 2

Automatic

Source Type

Mandatory

Select the source type of the production order here by pressing F6. Here you can enter the source number of the production order by pressing F6. This field will be automatically updated. This field will be updated automatically.

Source No.

Mandatory

Expected Output Qty. Search Description

Automatic Automatic

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Quantity Due Date Last Date Modified Expected Consumption

Manual Manual Automatic Automatic

Enter your production here. Enter the due date production order This field will be automatically. This field will be automatically.

quantity of your updated updated

In the SCHEDULE TAB, mentioned fields must be filled.

Field Name Starting Time

Field Type Manual

Description Here you can enter the starting time of the production order. Here you can enter the starting date of the production order. Here you can enter the ending time of the production order. Here you can enter the ending date of the production order.

Starting Date

Manual

Ending Time Ending Date

Manual Manual

In the POSTING TAB, mentioned fields must be filled.

Field Name Inventory Posting Group Gen. Prod. Posting Group Gen. Bus. Posting Group TDC Sheet

Field Type Automatic Automatic Automatic Automatic

Description Select it by pressing F6. Select it by pressing F6. Here you can enter the ending time of the production order. Select whether TDC sheet is available or not from the drop down list It will be updated automatically or you can select it by pressing F6. This field will be automatically updated This field will be automatically updated

Books of Accounts Code

Automatic

Shortcut Dimension 2 Location Code

Automatic

Automatic

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Bin Code

Automatic

Here you can enter a bin to which you want to post the finished items. Select it by pressing F6.

In the TECHNICAL SPECIFICATION TAB, mentioned fields must be filled.

Field Name Ultrasonic Testing Eddy Current Testing UTS Report Hardness

Field Type Automatic

Description Select its value whether yes or no from the drop down list Select its value whether yes or no from the drop down list Enter the value of UTS Report Enter the value of Hardness.

Automatic

Automatic Automatic

Critical

Checkbox

Check the box if it is critical

In the FPO line, following mentioned fields must be filled.

Field Name Source No.

Field Type Mandatory

Description Enter the source no. by pressing F6. Enter the Item No. by pressing F6.

Item No.

Mandatory

Now, go to the function button & select Refresh.

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This will update all other fields in FPO Line.

Now, again go to function menu & select Release.

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4. HT DOCUMENT

4.1 Scenario 1st Material is issued for Heat Treatment, on Heat Treatment shop floor. POLICY: There can be multiple heats against one Allocation UID. PROCESS: TRANSACTION SCREENSHOTS
To create the HT Document , click UID Traceability Heat UID Master

In GENERAL TAB, following fields must be filled.

Field Name HT No. Document

Field Type Mandatory

Description Enter the HT Document by pressing F3 to refresh & then F5 & then enter to generate the HT Document No. Select the Heat No. by pressing F6. Select the Allocation UID by pressing F6. Enter the value of YS 0.2 PS Enter the value of UTS Enter the value of % Elongation Enter the value of % RA Enter the value of Charpy Impact V Notch Enter the value of Temperature Enter the value of Hardness In one field it will be displayed as

Heat No.

Mandatory

Allocation UID

Mandatory

YS 0.2 PS UTS % Elongation % RA Charpy Impact V Notch Temperature Hardness Hot Rolling Reduction

Manual Manual Manual Manual Manual

Manual Manual Automatic & Manual

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per TDC & in another you have to enter the actual value of hot rolling reduction Delta Ferrite % Automatic & Manual In one field it will be displayed as per TDC & in another you have to enter the actual value of delta ferrite. In one field it will be displayed as per TDC & in another you have to enter the actual value Lateral Expansion In one field it will be displayed as per TDC & in another you have to enter the actual value of grain size In one field it will be displayed as per TDC & in another you have to enter the actual value degree of purity In one field it will be displayed as per TDC & in another you have to enter the actual value inclusion rating In one field it will be displayed as per TDC & in another you have to enter the actual value of IGC test. In one field it will be displayed as per TDC & in another you have to enter the actual value of Macro Etch Test In one field it will be displayed as per TDC & in another you have to enter the actual value of Shear Percentage Enter the quantity to be issued.

Lateral Expansion

Automatic & Manual

Grain Size

Automatic & Manual

Degree of Purity (DIN 50602)

Automatic & Manual

Inclusion Rating (ASTM E45)

Automatic & Manual

IGC Test

Automatic & Manual

Macro Etch Test

Automatic & Manual

Shear Percentage

Automatic & Manual

Quantity

Mandatory

In the OTHERS TAB, HT Description 1 , HT Description 2 , HT Description 3 will be automatically filled but you can also edit these fields as per requirement.

Now go to Function Button, & select Release.

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Now, again go to the function button & select post.

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5. RELEASED PRODUCTION ORDER

5.1) Scenario 1st Release of the production order triggers the good movement of the raw material to the shop floor. POLICY: Against one FPO Line, only one Batch Card or RPO is created PROCESS: TRANSACTION SCREENSHOTS
To create the batch card (or R.P.O.) , click Unit II Production New Transaction Batch card (R.P.O.)

iuk

In the GENERAL TAB, following fields must be filled.

Field Name No. Source Type HT Document No. Date Inventory Posting Group General Product posting Group Location Code Books of Account Code

Field Type Mandatory Mandatory Mandatory

Description Press F3 and then enter to generate the no. Select the source type from the drop down list. Press F6 And select the appropriate HT document No This field is auto update. Select the Inventory posting Group by pressing F6 Select the General Product posting Group by pressing F6 Select the Location Code by pressing F6 again Press F6 and select code of books of accounts in which transaction will have financial impact. Select the work Instruction No. By pressing F6. Select the Routing no. By Pressing F6.

Automatic Mandatory

Mandatory

Mandatory Mandatory

Work Instruction No. Routing No.

Mandatory

Mandatory

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In the RPOs line, following mentioned fields must be filled.

Field Name Ref. FPO No.

Field Type Mandatory

Description Select the Ref. FPO No. by pressing F6. Select the Ref. FPO Line by pressing F6. Select the Main Source No. by pressing F6. Select the ASL Variant Code by pressing F6

Ref. FPO Line Main No. ASL Code Source

Mandatory Mandatory

Variant

Mandatory

All other fields will be updated itself. Now, go to function button & select Create Component/ Routing Lines.

Following Figure will be shown, select Yes.

After press yes, you will come across the following figure

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When your components will be created successfully , following figure will be shown:

Now, go to the function button, & then select Release which will make the status Released.

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6. HEAT ANALYSIS MASTER

6.1 Scenario 1st This is used to release the heat, chemical, mechanical & metallurgical properties. POLICY: PROCESS: TRANSACTION SNAPSHOTS
To release the heat, chemical, mechanical & metallurgical properties, click, Heat Master Heat Analysis Master

In the GENERAL TAB, following mentioned fields must be filled.

Field Name Heat No. Heat Cast Date Item Category Product Group Grade No. Description Melting Process Inventory Inventory Finished

Field Type Mandatory Mandatory Mandatory

Description Enter the Heat No. Enter the Heat Cast Date Select the Item Category by pressing F6. Select the Product Group by pressing F6 Select the Grade No. by pressing F6. It will be displayed automatically Select the melting process by pressing F6. It will be displayed automatically. Tick it if required.

Mandatory Mandatory Automatic Automatic Automatic Checkbox

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Now, go to the function button & select release heat.

In the CHEMICAL ANALYSIS (%) TAB, enter the value of all the chemical elements & check the boxes of elements you want to print.

Now, go to the function button & select release chemical.

In the MECHANICAL PROPERTIES TAB, following mentioned fields must be filled.

Field Name YS/0.2PS(N/MM2)

Field Type Manual

Description Enter the value of respective field Enter the value of respective field Enter the value of elongation in percentage Enter the value of % RA Enter the value of Charpy Impact V Notch Enter the value of temp. in Celsius Enter the value of Hardness in BHN Enter the value of Radiation.

UTS(N/MM2) % Elongation % RA Charpy Impact V Notch (Joules) Temp. Deg. C Hardness (BHN) Radiation (Bq/gram)

Manual Manual Manual Manual Manual Manual Manual

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Now, go to the function button & select release Mechanical.

In the METALLURGICAL PROPERTIES TAB, following mentioned fields must be filled.

Field Name Inclusion Rating (DIN 50602) Inclusion Rating (ASTM E45) Grain Size IGC Test Macro etch Test Ultrasonic Testing Jominy Test

Field Type Manual

Description Enter the value of respective field Enter the value of respective field Enter the Grain size Enter the IGC test Enter the Macro Etch Test Enter the Ultrasonic Testing Enter the Jominy Test.

Manual Manual Manual Manual Manual Manual

Now, go to the function button & select release Metallurgical.

In the OTHERS TAB, enter the Remarks if any.

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7. OUTPUT JOURNAL
7.1) Scenario 1st When you post the Output Journal, the following Production Order fields are affected: quantity, finished quantity, & remaining quantity. It is used to punch the output against a particular Batch Card. POLICY: PROCESS: TRANSACTION SNAPSHOTS
To post the output journal , select Unit II Production New Transaction Output Journal (UNIT II)

Following mentioned fields must be filled by selecting the appropriate Batch Name by pressing F6.

Field Name Line No. Posting Date Prod. Order No

Field Type Mandatory Automatic Mandatory

Description Enter the Line No. It will be automatically updated Enter the Prod. Order No. for which you are posting output journal It will be automatically updated after entering prod. Order no. Select the item no. by pressing F6. Select the sub-grade by pressing F6. Enter the quantity

Document No.

Automatic

Item No. Sub-Grade Quantity

Mandatory Mandatory Mandatory

All other fields will be updated itself.

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Now, go to the function button & select Explode Routing. It will fill all the line with the output of routing.

Following Screen will appear:

Select the line having its Description as Packing. Now, go to the Line Button & select Item Tracking Lines

Following screen will appear:

Enter the lot No. & Quantity manually & click on update tracking. This will fill the information on the Bundle Card. Following screen will appear:

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In the PACKING DETAIL TAB, following mentioned fields must be filled

Field Name Heat No. Gross Weight Box No. HT Solution Anneal HT Quenched & Tempered. HT Annealed Pickling Drawing Peeling HR- Strng Grinding Polishing Shot Blasting Stamping & Strapping Mode of Packing Material Type HT Document No.

Field Type Mandatory Manual Manual Check Box

Description Select the Heat No. by pressing F6 Enter the Gross Weight Enter the box No. It will be automatically updated after entering prod. Order no. Select the item no. by pressing F6. Select the sub-grade by pressing F6. Enter the quantity Tick the check box to select if required Tick the check box to select if required Tick the check box to select if required Tick the check box to select if required Tick the check box to select if required Tick the check box to select if required Tick the check box to select if required Select the mode by pressing F6 Select the type by pressing f6 Select the HT Document No. by pressing F6

Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box Automatic Automatic Automatic

Go back to the Output Journal Screen and on Function Button select Generate Packing Details

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Packing details will be generated. You can check the details by clicking on LINE Button & then selecting Packing details.

Now go back to the output journal screen, click on the Posting Button & select Post & enter Yes.

Following screen will appear:

When the Journal Lines will be posted successfully following message will be displayed.

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8. EXPORT

8.1 Export Sales Invoice

8.1.1) Scenario 1st POLICY: PROCESS: TRANSACTION
To create export sales invoice, click Sales Bright Bar EXPORTExport Sales Invoice. Following screen will appear

SCREENSHOTS

In the GENERAL TAB, following fields must be filled:

Field Name No. Sell-to-Customer No. Posting Date Books of Accounts Code Currency Code Salesperson Code Our Banker

Field Type Mandatory Mandatory Manual Automatic Check Box Check Box Check Box

Description Enter the no. manually Select by pressing F6 Enter the posting date Select by pressing F6 Select the Currency Code by pressing F6. Select the Salesperson code by pressing F6. Select it by pressing F6.

In the SHIPPING TAB, following fields must be filled.

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Field Name Ship-to-code

Field Type Automatic Automatic

Description Select Ship to-code by pressing F6 if required It will be automatically generated It will be automatically generated It will be automatically generated It will be automatically generated It will be automatically generated Select it by pressing F6. It will be automatically generated It will be automatically generated It will be automatically generated It will be automatically generated It will be automatically generated Select Pre-Carriage by pressing F6 Enter the place of receipt Select it by pressing F6. It will be automatically generated Enter the Vessel/ Flight No. Select the port of discharge by pressing F6. It will be automatically generated Enter the final destination Select the Freight Payment Type by pressing F6. Enter the delivery terms Enter the Terms of Payment Enter the country of final destination.

Ship-to-Name Automatic Ship-to-Address Automatic Ship-to-Address 2 Ship-to-Post Code/ City Ship-To-Contact Location Code Location Name Automatic Location Address Automatic Location Address 2 Location Post Code Location State Pre- Carriage By Place of Receipt Port of Loading Port of Loading Description Vessel / Flight No. Automatic Port of Discharge Port of Discharge desc Final destination Automatic Freight Payment Type Delivery Terms Terms of payment Country of Final Destination Automatic Manual Automatic Automatic Automatic Manual Automatic Automatic Manual Automatic Automatic Automatic Automatic

Manual Manual Manual

In the OTHERS TAB, enter the description of goods & remarks if required.

Now, go to the function button & select packing detail.

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Following screen will appear, in which enter the Lot No. & all other data will be updated itself

Click on Generate Invoice, This will update the data on export sales invoice line:

Go to the function button & select Release

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8.2 Export Sales Invoice Released

8.2.1) Scenario 1st POLICY: PROCESS: TRANSACTION
To post the export sales invoice which is already released, click Sales Bright Bar EXPORTExport Sales Invoice Released. Following screen will appear

SCREENSHOTS

Go to the posting button & select post. Following screen will appear, select Yes.

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8.3 Posted Export Sales Invoice

8.3.1) Scenario 1st POLICY: PROCESS: TRANSACTION
To release the posted export sales, click Sales Bright Bar EXPORTPosted Export Sales Invoice. Following screen will appear

SCREENSHOTS

Go to Function Button & select Release

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9. SALES SHIPMENT
9.1) Scenario 1st POLICY: PROCESS: TRANSACTION
For Sales Shipment , click Yogesh Sales/Transfer Invoice Sale Shipment

SNAPSHOTS

Following screen will appear, select the respective journal template.

Following screen will appear, select the order no. to be shipped , by pressing F5.

Click the Function Button & select generate Packing Details.

Click on Posting Button & select Post.

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10.SALES INVOICE
10.1) Scenario 1st Invoices serve as a permanent reminder of what was purchased, when it was purchased, how much it cost, who sold it, who bought it and how to reach them. POLICY: PROCESS: TRANSACTION SNAPSHOTS
To create Sales Invoice , click Yogesh Sales/Transfer Invoice Sale Invoice

Following screen will appear, select the respective journal template.

In GENERAL TAB, the fields mentioned should be filled.

Field Name

Field Type Mandatory

Description Press F3 to refresh the invoice & press F5 & select the no. series. Press F6 to select the number of the customer to whom the items on the invoice will be shipped. It will be updated automatically It will be updated automatically It will be automatically generated It will be automatically

No. Mandatory

Sell-to Customer No. Sell-to-Customer Name Sell-to-Address

Automatic Automatic Automatic

Sell-to-Address 2 Sell-to-Post Code/

Automatic

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City Sell-To-Contact Posting Description

Automatic Automatic Manual

generated It will be automatically generated It will be automatically generated Here you can enter the date on which the sales header should be posted. Here you can enter the order date for the sales header.

Invoice Date Automatic

Order Date External Document No. Salesperson Code Customer Order No. Responsibility Center

Manual Automatic Automatic Automatic Automatic

Here you can enter the document no. It will be automatically generated It will be automatically generated It will be automatically generated This field indicates whether the document is open or released to the next stage of processing. Select it by pressing F6.

Status Export Incentive

Automatic

In INVOICING TAB, the fields mentioned should be filled.

Field Name Bill- to -Customer No. Bill- to -Name

Field Type Automatic Automatic Automatic

Description It will be automatically generated It will be automatically generated It will be updated automatically It will be automatically generated It will be automatically generated This field displays the form code of the customer. This field displays the form number of the customer. This field displays the LC No. of the customer. Select the Books of Account Code by pressing F6. Select it by pressing f6. It will be automatically generated Tick or untick the box as per requirement It will be automatically

Bill-to-Address Automatic Bill-to-Address 2 Bill-to-Post Code/ City Form Code Automatic Automatic

Automatic

Form No. Manual LC No. Books of Accounts Code Shortcut Dimension Code 2 Due Date Export Invoice Currency Code

Mandatory

Automatic Automatic Checkbox Automatic

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generated or you can select it by pressing F6. Automatic Structure code Export or Deemed Export Jobworker GOR No. It will be automatically generated It will be automatically updated Select it by pressing F6.

Automatic Automatic

In the SHIPPING TAB, following mentioned fields should be filled.

Field Name Ship-to Code

Field Type Automatic Automatic

Description It will be automatically generated It will be automatically generated It will be updated automatically It will be automatically generated It will be automatically generated It will be automatically generated If this field contains a check mark, a transit document has been attached with the document. Select it by pressing F6. Select it by pressing F6.

Ship- to -Name Automatic Ship-to-Address Automatic Ship-to-Address 2 Ship-to-Post Code/ City Ship-to Contact Automatic Automatic

Automatic

Transit document Automatic Location Code Our Banker Automatic

In the OTHER TERMS TAB, following mentioned fields should be filled.

Field Name Excise Sales Tax Packing Forwarding Delivery At Terms Payment Delivery Schedule

Filed Type Manual Manual Manual Automatic of Manual

Description Enter the Excise detail here Enter the Sales Tax detail here Enter the Packing & Forwarding Detail here This field will be automatically updated. Enter the details of payment terms here. Enter the details of Delivery Schedule here.

&

Manual

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Remarks Price is Understood Freight Payment Type Transport Code Dispatch Thru

Manual Manual Automatic Automatic Automatic

Specify the remarks if required Enter the field manually Select the Freight Payment type here by pressing F6. Select the Transport Code by pressing F6. This field will be automatically updated. Enter the No. Enter the Date Enter the Vehicle No. Enter the Time of Preparation Select the mode of transport by pressing F6.

GR No. GR Date Vehicle No. Time of Preparation Transport Mode

Manual Manual Manual Manual Automatic

Now, go to the function & select Get Shipment Lines.

This will open the window where all the shipped order without invoicing will be present. Select the multiple orders and then click ok. Lines will be filled automatically.

Now, go to Posting Button & select the Post or press F11.

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11. TC GENERATION
11.1) Scenario 1st Test Certificates are special documents that are issued only if product has been successfully tested in accordance with the requirement. POLICY: PROCESS: TRANSACTION SCREENSHOTS
To generate TC , click Test Certificate Unit II TC generation Export Inv Sales Invoice Pending for Unit II TC

Select the Sales invoice for which TC generation is required.

Click on function button and then select Generate TC New.

TC with the combination of Allocation UID, Heat no., HT document No. will get generated.

To find the generated TC, click Test Certificate

Unit II

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Following figure will appear. GENERAL TAB

DISPATCH DETAIL TAB

OTHERS TAB

Now, go to Function Button & select Release.

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