Erp process (training)

ERP PROCESS

Empowering Store with ERP

We wish to announce the global access ofERP and it’s usability at store. The ERP willnow available at store. This will help infacilitation of tasks, which are now timetaking. The ERP will empower store to the getactual status of stock available, materialissued and material reconciliation.

ERP PROCESS COVERAGE

A. PUNCHING ITEMS

1. GRN2. MIN3. MRN4. MTN

B. HELP DESK

1. STORE HELP DESK 2. ERP HELP DESK

C. ESCALATION

ERP LOGIN PROCESS

HOW TO LOGIN• First open your Internet Browser like Google

Chrome or Mozilla Firefox etc.

• Then type WWW.SIPSERP.COM in your address bar and press ENTER.

• You get the LOGIN page, here enter your USER NAME & PASSWORD. Then press LOGIN button as shown above.

• Then you prompted to this page. Here enter COMPANY & YEAR (Financial year) in which you want to work & press OK otherwise press CANCEL button.

• You get over to this page showing the Menu list from which you can choose different items according to your need. You just roll over the mouse over the menu, as showing in the slide.

PUNCHING IN ERP

GRN (GOODS RECEIPT NOTE)

A. DOCUMENTS REQUIRED FOR PUNCHING GRN

• Purchase order (PO)

• Invoice copy

• MRA

• Packing list of material

• LR copy

• Weight slip

Sample copy of each is given below:-

Purchase order (PO)

Invoice copy

Packing list of material

LR copy

Weight slip

GRN PUNCHING PROCESS

• Click on Inventory Management > Goods Receipt Note.

• Then you prompted to this page where you have to choose the Action (e.g New, Alter, View, Delete, Print etc) from drop down menu & press GO.

• You get to this page where you have to fill the various fields like GRN Date, Vendor, P.O no., Location, Store other information required & given in MRA (Material Receipt Acknowledgment Note).

• After filling all the required fields, then click on SHOW PO ITEMS & select items from PO which you want to link with GRN.

• Then just close the P.O. Items window.

• Now it’s shows the items added by you as above. Next step is to add the Quantity, for this you have to click EDIT button

• Enter the Quantity given in MRA e.g Invoice/ChallanQty, Received Qty, Surplus Qty, Rejected Qty etc & click UPDATE or CANCEL.

• Next step is to save the GRN by clicking on SAVE button. System generate GRN with unique & system GRN no. or press CANCEL button for cancelling.

Print GRN• You can search your GRN with GRN No. or other

fields given e.g Vendor name by using filters and choose Print and click GO button to print the GRN.

• MRN Print out

QUESTIONER

S.No. QUESTIONER WHAT TO DO STATUS TAT

1 PO not Punched Contact coordinator Wait for PO3 working

Days

2 PO not Tracked Contact coordinator Wait for approvalSame Day

3PO in parked

modeContact coordinator Contact coordinator 3 Days

MATERIAL ISSUE NOTE(MIN)

MIN is punched in ERP when goods are issued to contractors on demand basis.

A. DOCUMENTS REQUIRED FOR PUNCHING MIN

• MIN physical copy with signature of all the concerned persons e.g P.M/APM, Store Incharge, contractor etc.

• Work order of contractor

• Material list with their ERP codes

MIN COPY

MIN PUNCHING PROCESS• Click on Inventory Management > Material

Issue Note

• Now choose the NEW from Action drop down list & click GO.

• Now fill all required field like Issue Date, Project, Contractor, Work Order No. , Location, Store etc.

• Next step is to add items, click on ADD NEW ITEMS & enter all the fields. Then click INSERT or CANCEL. Repeat the process to add more items

• Click SAVE for punching MIN or click CLOSE for canceling.

Print MIN• Select the MIN by clicking on Check box you

want to print or use filters, then select the Print option from drop down menu and click on ‘Go’

• MIN Print out

QUESTIONER


1 W/O not PunchedContact

coordinator/CMGWait for W/O

3 working Days

2 W/O not TrackedContact

coordinator/CMGWait for approval

from HOSame day

3 Items RM codes Contact coordinatorWait for approval

from HOSame day

MATERIAL RETURN NOTE(MRN)

MRN is punched in ERP when goods are returned by contractors back to the store.

A. DOCUMENTS REQUIRED FOR PUNCHING MRN

• MBN physical copy with signature of all the concerned persons e.g P.M/APM, Store Incharge, contractor etc.


MATERIAL BACK NOTE COPY (MBN)

MRN PUNCHING PROCESS

• First click on Inventory Management> Material Return Note.

• Now fill all required field like Return Note Date, Contractor, Work Order No. , Location, Store etc.

• Click SHOW ISSUED ITEMS, it shows only those items which are issued to the contractor.

• Now choose only those items from list which have been returned by the contactors. After choosing items just close the item window.

• Click on EDIT for altering the quantity & click update• Then click SAVE for punching & CLOSE to cancel.

Print MRN

• Select the MRN by clicking on Check box you want to print or use filters, then select the Print option from drop down menu and click on ‘Go’

• MRN Print out

QUESTIONER




3 working Days



from HOSame day


from HOSame day

MATERIAL TRANSFER NOTE(MTN)

Material transfer note is used when material is transfer from one store to another store i.einter-store transfer.

A. DOCUMENTS REQUIRED FOR PUNCHING MTN

• STN physical copy with signature of all the concerned persons e.g P.M/APM, Store Incharge, contractor etc.


STOCK TRANSFER NOTE COPY

MTN PUNCHING PROCESS• First click on Inventory Management > Material

Transfer Note.

• Choose NEW as action & hit GO.

• Select Transfer Date, Location, Store, Remarks etc.

• After entering the details click on Add New item button for adding of items to be transferred. The screen shown below will be pop-up

• Fill fields like ITEM, QTY, RATE, AMOUNT• Click on ‘Insert’ button to add the items to be transferred or press Cancel. For adding multiple items repeat the steps. After adding the items. Click on ‘Save’ Button to save the MTN or click Close to discard. The new MTN no. will be generated.

Print MTN• Select the MTN by clicking on Check box you


• MTN Print out

QUESTIONERS.No. QUESTIONER WHAT TO DO STATUS TAT


from HOSame day

2Material Transfer from one store to

another

Only Stock Out entry should be punched in

ERP

Inform coordinator & Wait for

approval from HOSame day

MATERIAL CONSUMPTION NOTE

Material consumption note you punch the material actually consumed by contractor.

A. DOCUMENTS REQUIRED FOR PUNCHING MCN

• Contractors reconciliation sheet copy with signature of all the concerned persons e.gP.M/APM, Store Incharge, contractor etc.


MCN PUNCHING PROCESS• Click on Inventory Management > Material

Consumption Note.

• Choose NEW as action & click GO.

• Enter the details as required in above screen. After that click on SHOW ISSUED ITEMS button for adding of items.

• The screen shown below will be pop-up. Now Choose the items you needed to alter.

• Below screen will be pop-up.

• Click on EDIT for altering the quantity or click Delete to remove the item & click update or Cancel to discard.• Then click SAVE for punching & CLOSE to cancel. • The new Material consumption no. will be generated.

Print Material consumption note• Select the MCN by clicking on Check box you


• MCN Print out

QUESTIONER




3 working Days



from HOSame day


from HOSame day

HELP DESK

Stores Haryana MP NDPL

& CG

HP & PB Railway

Contact

Person

Mr. Hitesh Mr. Shri

Bhagwan

Mr. Ravi

Bhandari

Mr.

Manoj

Mr.

Sandeep

Contact

No.

STORE HELP DESK

ERP HELP DESK

ERP SupportEmail:- [email protected]

Mr. Gautam(IT Deptt.)Email:- [email protected]

Mr. Atul Jeffrey(ERP Head)Email:- [email protected]

mailto:[email protected]



ESCALATION

STORESHaryana MP CG & NDPL HP & PB Railway

LEVEL 1Mr. Hitesh

Mr. ShriBhagwan

Mr. Ravi Bhandari

Mr. Manoj Mr. Sandeep

LEVEL 2 Mr. Pardeep

Miss Pooja

LEVEL 3Mr. Amardeep Singh

LEVEL 4Mr. Atul Jeffrey

LEVEL 5Sheetal Madam

THANK YOU

Erp process (training)

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