Release Note - erp.dpg.lkerp.dpg.lk/ReleaseNotes/ReleaseNotes.pdf · ERP System Release Note Page...
Transcript of Release Note - erp.dpg.lkerp.dpg.lk/ReleaseNotes/ReleaseNotes.pdf · ERP System Release Note Page...
Release Note
2020
ERP SYSTEM
PREPARED FOR | DAVID PIERIS MOTOR COMPANY LTD
ERP System
Release Note Page 1 of 67 November 19, 2020
Table of Contents
Introduction ............................................................................................................................ 3
About This Release ................................................................................................................. 3
Compatible Products............................................................................................................... 3
Upgrades ................................................................................................................................ 3
New Features .......................................................................................................................... 3
Known Bugs and Limitations.................................................................................................. 3
6.1 General Note ................................................................................................................ 3
DPG ERP System Versions .................................................................................................... 4
7.1 Version - PHOENIX 01.00.001 .................................................................................... 4
7.2 Version - PHOENIX 01.00.002 .................................................................................... 5
7.3 Version - PHOENIX 01.00.003 .................................................................................... 5
7.4 Version - PHOENIX 01.00.004 .................................................................................... 9
7.5 Version - PHOENIX 01.00.005 .................................................................................. 12
7.6 Version - PHOENIX 01.00.006 .................................................................................. 12
7.7 Version - PHOENIX 01.00.007 .................................................................................. 13
7.8 Version - PHOENIX 01.00.008 .................................................................................. 17
7.9 Version – PHOENIX 01.00.009.................................................................................. 17
7.10 Version – PHOENIX 01.00.010.................................................................................. 18
7.11 Version – PHOENIX 01.00.011.................................................................................. 19
7.12 Version – PHOENIX 01.00.012.................................................................................. 19
7.13 Version – PHOENIX 01.00.013.................................................................................. 19
7.14 Version – PHOENIX 01.00.014.................................................................................. 20
7.15 Version – PHOENIX 01.00.015.................................................................................. 20
7.16 Version – PHOENIX 01.00.016.................................................................................. 21
7.17 Version – PHOENIX 01.00.017.................................................................................. 21
7.18 Version – PHOENIX 01.00.018.................................................................................. 22
7.19 Version – PHOENIX 01.00.019.................................................................................. 23
7.20 Version – PHOENIX 01.00.020.................................................................................. 24
7.21 Version – PHOENIX 01.00.021.................................................................................. 29
ERP System
Release Note Page 2 of 67 November 19, 2020
7.22 Version – PHOENIX 01.00.022.................................................................................. 29
7.23 Version – PHOENIX 01.00.023.................................................................................. 31
7.24 Version – PHOENIX 01.00.024.................................................................................. 32
7.25 Version – PHOENIX 01.00.025.................................................................................. 32
7.26 Version – PHOENIX 01.00.026.................................................................................. 32
7.27 Version – PHOENIX 01.00.027.................................................................................. 36
7.28 Version – PHOENIX 01.00.028.................................................................................. 38
7.29 Version – PHOENIX 01.00.029.................................................................................. 41
7.30 Version – PHOENIX 01.00.030.................................................................................. 42
7.31 Version – PHOENIX 01.00.031.................................................................................. 43
7.32 Version – PHOENIX 01.00.032.................................................................................. 43
7.33 Version – PHOENIX 01.00.033.................................................................................. 44
7.34 Version – PHOENIX 01.00.034.................................................................................. 45
7.35 Version – PHOENIX 01.00.035.................................................................................. 45
7.36 Version – PHOENIX 01.00.036.................................................................................. 46
7.37 Version – PHOENIX 01.00.037.................................................................................. 49
7.38 Version – PHOENIX 01.00.038.................................................................................. 50
7.39 Version – PHOENIX 01.00.039.................................................................................. 53
7.40 Version – PHOENIX 01.00.040.................................................................................. 55
7.41 Version – PHOENIX 01.00.041.................................................................................. 55
7.42 Version – PHOENIX 01.00.042.................................................................................. 56
7.43 Version – PHOENIX 01.00.043.................................................................................. 59
7.44 Version – PHOENIX 01.00.044.................................................................................. 60
7.45 Version – PHOENIX 01.00.045.................................................................................. 61
7.46 Version – PHOENIX 01.00.046.................................................................................. 62
7.47 Version – PHOENIX 01.00.047.................................................................................. 63
7.48 Version – PHOENIX 01.00.048.................................................................................. 64
ERP System
Release Note Page 3 of 67 November 19, 2020
ERP System Release Note
Introduction
The document communicates the major new features and changes in this release of the ERP
System. It also documents known problems and workarounds.
About This Release
This is the initial version of Web Based ERP System which is more user friendly than the
previously used Windows based ERP System.
Compatible Products
We recommend using this ERP System on Google Chrome due to its higher compatibility with
the Google Chrome platform. This has been tested and confirmed.
Upgrades
Current ERP System is an upgraded version of the previously used Windows based
system.
New Features
The following new features appear in this release:
• All in one application for all the divisions in the company
• Dash Board
• User Profile – Employee information, Wall and Timeline
• Responsive User Interface (UI)
• Notification alerts
Known Bugs and Limitations
6.1 General Note
ERP System
Release Note Page 4 of 67 November 19, 2020
DPG ERP System Versions
7.1 Version - PHOENIX 01.00.001
Following forms are added to the User Request Module.
• Leave Request - HRM
• Division Approval - HRM
• Out of Pocket Allowance Request
• Out of Pocket Allowance Approval
• Out of Pocket Allowance Refund Request
• Out of Pocket Allowance Refund Approval
• Feeding Hours Request
• Incident Report Request
• Incident Report Approval
• Safety Officers - HRM
• Leave Approving Users - HRM
• Relief Vehicle Request
• Relief Vehicle Allocation
• Relief Vehicle Handover
• Job Opening Request
• Job Opening Approval
ERP System
Release Note Page 5 of 67 November 19, 2020
7.2 Version - PHOENIX 01.00.002
Following forms are added to the User Request Module.
• OT Request - HRM
• OT 1st Approval - HRM
• OT 2nd Approval - HRM
• Arrival/Departure time of Attendance Approval - HRM
• Transfer and Base Allowance Request
• Transfer and Base Allowance Approval
• Transfer and Base Allowance Approval - HRM
• Feeding Hours Approval
• Feeding Hours Approval - HRM
• Relief Vehicle Request
• Relief Vehicle Allocation
• Relief Vehicle Handover
• Job Opening Request
• Job Opening Approval
• Motor Accident Request
• 5S Labels
• Safety Officer Approval
7.3 Version - PHOENIX 01.00.003
Following forms are added to the Vehicle Assembly Module.
• Process Creation
• LP Request Approval
• Stock Transfer Approval
• ID Return Request Approval
ERP System
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• Production Schedule Approval
• Request Approval (ID)
• Allocation on Hold-VA
• Manual Vehicle Parking
• Operator Creation
• Stock Request Approval
• Sub Zone Allocation
• LP Request
• Bin to Bin Transfer
• Rack Bin Link
• Stock Transfer Request
• ID Return Request
• Stock Print
• Stock Transfer GRN
• ID Request (GRN)
• Transfer Issues
• LP Request GRN
• Stock request GRN
• ID Return Issues
• Localization SRN
• ID Request
• Stock Request
• General Stores Issues
ERP System
Release Note Page 7 of 67 November 19, 2020
• Zone Creation
• Tag Printing
• Production Run Creation
• Vehicle Conversion
• Production Schedule
• Assign Vehicles to Buffer
• Vehicle Arranging / GRN
• Zone Allocation View
• Vehicle Timeline
• Defect Entry
• Automated Tag Printing
• Vehicle Verification
• Production Parking-VA
• Vehicle Sales Accepted Parking (Delivery Parking)
• Automated Vehicle Assembly Parking
• Vehicle Assembly Reject Parking (PDI Reject Parking)
• Vehicle Assembly Complete Parking (PDI Parking)
Following forms are added to the Reference Module related to the Vehicle Assembly Module.
References → Vehicle Assembly
• Operator Category
• Parts Classification
• Labour Code Price Entry
• Standard Issues
ERP System
Release Note Page 8 of 67 November 19, 2020
• Unloading bay
• Zone Type
• Workstation
• Process Type
• Setup Line Details
• Setup Line
• Part Vendor Link
• Localization Supplier Warehouse Link
• Option Kit Model Wise
• Option Kit
• Option
• Delivery Time Slot
• Option Kit Category
• Operators
• Contractor Function
• Contractor Details
• Delivery Time Slot Details
• Zone Creation
• Operator Link
• Tag Serial Update
• Rack Creation
• Bin Creation
• Warehouse Creation
ERP System
Release Note Page 9 of 67 November 19, 2020
• Tools
• Defects
• Defect Type Link
• Operator Schedule Creation
• Warehouse Hierarchy Creation
7.4 Version - PHOENIX 01.00.004
Following forms are added to the Vehicle Assembly Module.
ERP - Field Service Dealer Module
• Job Opening
• Rack Creation
• Bin Creation
• Sub Bin Creation
• Rack/Bin/Sub Bin Link Creation
• Stock Adjustment
• Part and Warehouse Hierarchy Link
• Bin to Bin Transfer
• Local Suppliers Creation
• Dealer Vat Register Configuration
• Bay Creation
• Warehouse Maintain Configuration
• Part Selling Price (Own Parts)
• Consumable Selling Price
ERP System
Release Note Page 10 of 67 November 19, 2020
• Labour Selling Price
• Dealer Admin
• Reports
• Good Receive Note
• Purchase Order
• Contact Details
• Service Booking
• Supervisor Approval Configuration
• Part and Product Hierarchy Link
• Customer Instruction Main Category
• Customer Instruction Sub Category
• Consumable Part Creation
• Job Role Creation
• Customer Instruction Link
• Local Part Creation
• Professional Qualification Level Creation
ERP - Divisional Field Service Module
• Promotional Estimation
• Purchase Order Approval
• Promotional GSRN
• Free Service Cancellation
ERP System
Release Note Page 11 of 67 November 19, 2020
• Warranty Claim Cancel
• Supervisor Approval
• Higher Approval
• Group Product Line
• Labour Code Price
• Defect Codes
• Service Pricing
• Vendor Codes
• Failure Report
• Emission Data Reference Values
• Dealer Category
• Group Creation
• Warranty Book Assigning
• STS Dealer Rights
• Dealer Information
• Labour Codes
• Performance Code Creation
• Promotional Items
• Promotional Items Link
• Category Creation
• Sub Category Creation
ERP System
Release Note Page 12 of 67 November 19, 2020
7.5 Version - PHOENIX 01.00.005
Following modifications and form additions to the Finance and Accounts Module.
• GSRN Vouchers Debit Details (Modification)
• Voucher Document Status (Form) - New flow to update the Payment Voucher Document Status
7.6 Version - PHOENIX 01.00.006
Following forms are added to the Part & Accessories Dealer & Distributor Modules.
• Order
• Advance Order
• Part Reorder Level
• Invoice
• Receipt
• Issue Note
• Warranty Card Information
• Customer Returns
• Company Returns
• Warranty Issue
• Return Issue Note
• Good Receive Note
• Item Inquiry
• Target Allocation
• Free Issue Allocation
• Contact Details
• Stock Adjustment
ERP System
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• Customer Creation
• Dealer Admin
• Rack Creation
• Bin Creation
• Sub Bin Creation
• Rack/Bin/Sub Bin Link Creation
• Part To warehouse
• Dealer VAT Register Local
• Dealer Admin
7.7 Version - PHOENIX 01.00.007
The Vehicle Sales Module (DP Lanka Sales, Distribution and Dealer) will be introduced with following
forms.
Reference Forms
• Mode of Inquiry
• Sector and Professional Grade Link
• Vehicle Sales Offer
• Attach Dealer to Premises
• Supplier Product line Link
• Purpose
• Ownership
• Registration Status
• Document Send Late Reason
• Media
• Vehicle Usage
• Region and Premises Link
• Sector
ERP System
Release Note Page 14 of 67 November 19, 2020
• Advertising Type
• Advertising Agency
• Vehicle Estimate Category
• Title Aim
• Number Plate Size
• Vehicle Estimate Redeem Point
• Vehicle Selling Price
• Vehicle Estimate Sub Category
• Vehicle Estimate Value Calculation
• Vehicle Estimate Sub Category Link
• Parking Slot Allocation
• Introducer Type
• Promotional Item Warehouse Creation
• Introducer Commission
• Promotional Item Location Creation
• Promotional Item Rack Creation
• Promotional Item Bin Creation
• Discount Configurations
• Promotional Item Sub Bin Creation
• Promotional Item Warehouse Hierarchy Creation
• Introducer Type Customer Link
• Sales Town
• Configurations Approval
• Promotional Item Warehouse Division Link
• Sales Due Configuration
• Due Configurations
ERP System
Release Note Page 15 of 67 November 19, 2020
General Forms
• Inquiry
• Price Quotation
• Dealer Stock Reservation
• Manual Confirmation
• Help Desk
• Inquiry Vehicle Price Adjustment
• Fund Transfer
• Manual Allocation
• Freeze / Unfreeze
• Vehicle Registration Form Generation
• Vehicle Registration Details
• Vehicle Registration Amount
• Finance Company Customer Information
• Send Finance Document
• Invoice
• Invoice Due Adjustments
• Item Return
• Stock Reservation Approval
• Special Approval for Vehicle Allocation
• Purchase Order Approval
• Credit Note Approval
• RMV Form Regenerate Approval
• DE-Allocation Extend Approval
• Promotional Item Approval
• Inquiry Discount Approval
• Dealer Registration Document Approval
• Gate Pass
• Vehicle Tag Print
ERP System
Release Note Page 16 of 67 November 19, 2020
• Free Service Book Assign
• Delivery Schedule Creation
• Delivery Picking List
• Loading Vehicle - Bar-code
• Delivery Note
• Vehicle Actual Delivery
• Goods Receive Note (GRN)
• Gate pass Approval
• Delivery Note Approval
• Return Vehicles to PDI
• Vehicle Picking List
• Test Drive Gate Pass
• Test Run GRN
• Test Drive Approval
• Promotion Item Master
• Promotional Item GRN
• Promotional Item Issue
• Promotional Item Stock Adjustment
• Promotional Item Customer Issue
• Promotional Item Request
• Advertising Estimation
• Advertising Goods/Service Receive Note (GSRN)
• Advertising Estimate Approval
• Dealer Receipt
• Dealer Receipt Cancellation
• Fund Refund
• Deposit Slip
• Promotional Item Warehouse Division Link
ERP System
Release Note Page 17 of 67 November 19, 2020
7.8 Version - PHOENIX 01.00.008
This version enables ERP-Authnex security features:
• Authnex QR Login
• Authnex Second Authentication
7.9 Version – PHOENIX 01.00.009
This version includes following modifications:
• Three-Wheeler Promoting Dealer
• Sales and Marketing Module Improvements
• Finance and Accounting Module Bug Fixing
1. JOBHD2018071247144 - Cannot generate vouchers with 0 values in Credit Notes
other than tax
2. JOBHD2018050840743 - TB mismatch due to incorrect entry generating through
GSRN Voucher with contained E- remittance IOU
3. JOBHD2018070946741 - DPA E-remittance transaction bank account should be
changed (GL - 010208999911 A/C - 102914013853)
4. JOBHD2018070246000 - Sequence order is not changed with month change in
source docs
5. JOBHD2018052842612 - Petty cash balancing error (reimbursement voucher
process even attach unbalance excel file)
6. JOBHD2018052542419 - E-remittance IOU cancellation entry is incorrect
7. JOBHD2018051641589 - WHT VOUCHER GENERATING ERRORS 1. Record
duplicated for disapprovals 2. Voucher modification error 3. error in help tab
activation
8. JOBHD2018052842610 - WHT contained voucher processing error
ERP System
Release Note Page 18 of 67 November 19, 2020
9. JOBHD2018052542454 - Cannot save voucher with WHT QKGL20180502373
10. JOBHD2018061244127 -Petty cash vouchers not process up to 1st signature &
attachment is not opened YMLG20180600437
11. JOBHD2018070246080 - Text files create for the DPMC –PVT LTD E-remittance
erroneously appeared on DPMC-Holding bank account
12. JOBHD2018052542523 - Clear identification required to identify not linked GL
Code, Company Hierarchy & Product lines at the voucher entering point using
Import Excel Files
13. JOBHD2018052542524 - Cannot edit internal characters in inquiry tab individually
14. JOBHD2018053142974 - Cannot generate direct deposit & credit cards receipts for
cents values in DPMCL form
15. JOBHD2018060743666 - Value for WHT is incorrect in further details tab
16. JOBHD2018061144001 - Enable to attach several documents by selecting at once
17. JOBHD2018061144002 - Special notification for the IOU authorization which has
selected settlement date as current date or previous dates
18. JOBHD2018061944757 - Tabs cannot clear automatically while inquiring vouchers
7.10 Version – PHOENIX 01.00.010
Following modifications are incorporated into this version.
Sales and Marketing Module Improvements & Bug Fixing
• Finance and Accounting Module Bug Fixing
1. JOBHD2018081049890 - The WHT Certificate Payer Name has not changed as
the Company Name
2. JOBHD2018071647427 – The Dealer Commission Voucher cannot proceed with
WHT
ERP System
Release Note Page 19 of 67 November 19, 2020
3. JOBHD2018072548331 – The Date is mismatched while generating the Petty
Cash Balance Sheet
4. JOBHD2018061844671 – The Journal Entry Account Detail Description is not
displayed in the Description Box
7.11 Version – PHOENIX 01.00.011
Following modifications are incorporated into this version.
• Commission Refund Form is introduced to the Sales and Marketing Module
7.12 Version – PHOENIX 01.00.012
Following modifications are incorporated into this version.
• Diversion from http://erp.dpg.lk to https://erp.dpg.lk, more secure version
7.13 Version – PHOENIX 01.00.013
Following modifications are incorporated into this version.
• Parts and Accessories Dealer System and Field Service Dealer System were linked
(2S Dealership)
• Error corrections for Parts and Accessories Dealer and Distributor System
ERP System
Release Note Page 20 of 67 November 19, 2020
7.14 Version – PHOENIX 01.00.014
Following modifications are incorporated into this version.
• DPMCL Accounts System Implementation
7.15 Version – PHOENIX 01.00.015
Following modifications are incorporated into this version.
• Dashboard Widgets – The DPTEC Software Division has developed a new platform to display
data in an efficient method using Dashboard Widgets. As an initial step following seven widgets
will be implemented.
o Sales Debtor
o Vehicle Sales Stock Aging
o P&A Daily Sales Detail
o Daily Production Summary
o Leave Summary
o To-do List
o Clock
• User Request Reports
o Incomplete Attendance Report
o Barcode Report
o Second Approval Granted OT Report
o Vacation Leave Report
o Technical Pending Jobs
ERP System
Release Note Page 21 of 67 November 19, 2020
7.16 Version – PHOENIX 01.00.016
Following modifications are incorporated into this version.
• Commission Refund Form modifications on Vehicle Sales Module
• Parts Upload Form - Part & Accessories Reference Module
• Gate Pass Form Bulk Approval Bug Fix - Vehicle Sales Module
• Dealer GRN Availability Configuration - Vehicle Sales Reference Module
• Invoice Due Adjustment Removal Bug Fix - Vehicle Sales Module
7.17 Version – PHOENIX 01.00.017
Following modifications are incorporated into this version.
• Employee Performance Evaluation
The newly introduced Employee Performance Evaluation System allows Higher Officials and
fellow Employees to communicate regarding Employee KPIs and Individual Performances
and rate Employees based on their Performance.
• User Request Module - Leave Mail Alert
Email generation for Users once the Leave is Rejected or Disapproved
ERP System
Release Note Page 22 of 67 November 19, 2020
7.18 Version – PHOENIX 01.00.018
Following modifications are incorporated into this version.
• PNA Dealer and Distributor System
o Order to be saved as a draft to update the Dealer System time to time before sending to the
company
o Enable to order and Invoice KTM part
o Enable to define free issue as multiple combinations (FORTEM/MRF)
o Error Correction in Warranty Returns Process
o Returns capturing by entering Serial No of the item (FORTEM)
o Facilitate Invoice Non-Key Dealer Request at once without adding part number one by one in
the Invoicing form
o Pop up message generation while ordering for a New Part and a Location Not Allocated Part
o Enable to edit Non-Key Dealer details
o Operating interchangeable function
o Change the Invoice format /Vat Invoice
o Error correction in BG Calculation
o Error correction in Advance Orders for invoicing at DPMC
o Picking List Option (Invoice Form)
• PNA Consignment Dealer System (Phase 1)
o Transfer Process
• Vehicle Sales Module
o Buy Back Inquires can be generated through the ERP
• New Features
o Advance Search option is enabled for all Help Contents
ERP System
Release Note Page 23 of 67 November 19, 2020
7.19 Version – PHOENIX 01.00.019
Riyasakwala Module will be introduced with following forms.
• Vehicle Condition
• Vehicle Fuel Type
• Vehicle Transmission
• Engine Capacity
• Vehicle Checklist
• Vehicle Checklist Link
• Document Maintenance Checklist
• Vehicle Line Costing
• Job Category
• Job Creation
• Discount Configurations
• Discount
• Good Received Note
• Vehicle Document Maintenance
• Vehicle Status Maintain
• Vehicle Inspection & Job Creation
• Job Quotation Entry
• Quotation Comparison
• Quotation Approval
• Supplier Purchase Order
• GSRN
• Vehicle Costing
• Costing Approval
• Vehicle Selling Price
• Gate Pass
ERP System
Release Note Page 24 of 67 November 19, 2020
• Gate Pass Approval
• Inquiry
• Inquiry Discount Approval
• Special Approval for Vehicle Finalize
• Purchase Order Approval
• Invoice
• Delivery Note Approval
• Delivery Note
• Vehicle Unfreeze
• Help Desk
• Dashboard
7.20 Version – PHOENIX 01.00.020
Parts and Accessories Module will be introduced with following forms.
• Copy of Transfer Note
• Campaign Details
• Sales promotion Voucher Generate
• Sales Promotion Supplier Details
• Sales promotion actual detail
• Route wise picking list
• Product Line Wise Master Part Creation
• Normal Repeat Order
• Master Supplier details Creation
• Master part creation
• ID request Part Interchange
• GRN-ID-WORKSHOP
• GRN-Delivery Return
ERP System
Release Note Page 25 of 67 November 19, 2020
• GRN-Credit note
• Credit Note 1st Approval
• Copy of return Note
• Copy of picking list
• copy of issue note
• Copy of invoice
• Copy of checking list
• Campaign first approval
• Campaign 2nd Approval
• Approval for Import Request
• Picking Time Modification
• Delivery Route Reference
• Invoice
• Purchase Order Second Approval
• Credit Note Request
• Credit Note
• Quotation / Price inquiry
• Purchase Order First Approval
• Warehouse Invoice
• Parts inquiry
• Parts Lock/Unlock
• Local purchase GRN
• Suspended Tax Invoice
• Part Warranty Issue
• Price Update
• Dealer Back Order
• Invoice Back Order
• Supplier Wise Parts
• Local Purchase Order
ERP System
Release Note Page 26 of 67 November 19, 2020
• Checking Time Modification
• Dealer Repeat Order
• Warehouse Invoice route wise
• Product line wise parts
• Spares Check List
• Imports GRN
• Locked Part Transfer
• Checking time capture
• DI Parts Adjustment
• Manual Order
• Import Request
• Packing List Entry
• Bank Guarantee Cheque Details
• Bank Guarantee Cheque Approval
• Final Order
• Print Part Labels
• Delivery Return
• Quotation Entry
• Master Picking List
• Dealer Lost Sales Report
• Print Dealer Tag
• Import GRN Part Unfreeze
• Incomplete Order
• Outlet wise Picking List
• Dealer Sales Report
• Import Freeze Completion
• Final Order Approval
• Quotation Approval
• Manual Order Approval
ERP System
Release Note Page 27 of 67 November 19, 2020
• Shipment Reference
• GRN Complete
• Invoice Cancellation
• Picking Time Capture
• Customer Creation
• Picking List
• Picking Card Assign
• Transfer GRN
• Dealer Information
• Return Note Request
• Transfer Request
• Transfer Maintenance
• Route
• Credit Note Divisional Approval
• Part Issue-Transfer Note
• Stock Adjustment
• Loading to Delivery
• ID Request Approval
• Return Note GRN
• Stock Issue Invoice
• Picking Time
• Return Note
• Interchangeable Parts
• Bin/Part Link
• Transfer Request Approval
• Mobile User Creation
• Dealer Order
• Bin Transfer
• Incentive Target
ERP System
Release Note Page 28 of 67 November 19, 2020
• Dealer Distributor Link
• Mobile Registration
• Dealer Mobile PIN Code
• Discrepancy Reason
• Pack sizes
• Vehicle Registration
• Piking Time Study
• Estimate Category
• Replacement Parts
• Part Category
• Part Master
• Campaign Category
• Part Type
• Hold Dealer Status
• Privilege Card Type
• Separate Items
• Advertising Type
• Supplier Category
• Category Product Line Link
• Dealer Route Link
• Privilege Customer
• Return Note 1st Approval
• Delivery Route
• Reservation Groups
• Media Type
• Return Note 2nd Approval
• Part Cost Adjustment
• Dealer Sub Category
• Defect Parts - Regional Provisions
ERP System
Release Note Page 29 of 67 November 19, 2020
7.21 Version – PHOENIX 01.00.021
Following modifications are incorporated into this version.
1. Vehicle Sales Module
• Direct Credit Process - Vehicle Sales Module
o Direct Credit
o Direct Credit Approval
• Dealer Allocation Coupon - Vehicle Sales Module
2. Reference Module - Vehicle Sales
• Category Type
• Sales Dealer Approval Configuration
7.22 Version – PHOENIX 01.00.022
Introduction of the Human Resources Management Module – Part 1 and following modifications are
incorporated into this version.
1. Vehicle Sales Module
o Dealer Cash Reservation
o Cash Reservation Approval
2. HRM Module – Part 1
o Salary Grade
o Salary Scale
o Company Holidays
o Employee Types
o Image Attachment
o Leave Card Entry
o Category Type Grades
ERP System
Release Note Page 30 of 67 November 19, 2020
o Designation
o Out of Pocket Allowance Stage
o Item Category
o Payee Tax Detail Table
o Arrival and Departure Program Type
o Employee Category
o Employee Category Type
o Item Code
o Lump Sum Sub Tax
o Request Letter Types
o Overtime Session
o Sub Division
o Overtime Day type
o License Class
o Payee Tax Reference Table
o Hierarchy Levels
o Shift Creation
o Roster
o Hierarchy Level Creation
o Sub Division
o Doctor Details
o Relationships
o Leave Detail Update
o Arrears OT Request
o Arrears OT 2nd Approval
o Arrears OT 1st Approval
o Leave Manual Update
o Earnings and Deductions - Officer Grade
o Earnings and Deductions Inactive
o Out of Pocket Allowance Process
o Final Dues Process - Redeposit
ERP System
Release Note Page 31 of 67 November 19, 2020
o Final Dues Process - Final Dues Entry
o Lateness Checking
o Employee Reporting Structure
o Attendance Entry
o Non-Executive - E. T. F. Text File
o Non-Executive - E. P. F. Text File
o Change Attendance Date
o No pay Refund
o Lateness Refund
o Bar Code Node
o Earnings and Deductions - Non-Executive
o Employee Transfer History
o Non- Employee Master Details
o Leave Type- Sub Type Link
7.23 Version – PHOENIX 01.00.023
Introduction of the Human Resources Management Module – Part 2 and following modifications are
incorporated into this version.
1. HRM Module - Part 2
o Employee Master
o Act & Trade Parameter Creation
o Act/ Trade - Overtime Detail
o Act - Trade Creation
o Act- Trade Detail Link
2. User Request Module
o Roster Allocation
o Employee Request Letter
o Employee Letter Request HRM View
ERP System
Release Note Page 32 of 67 November 19, 2020
o Generate Letter Request
7.24 Version – PHOENIX 01.00.024
Introduction of the Report Module and Excess refund voucher process are incorporated in this version.
1. ERP Report Module
▪ Vehicle Sales Reports
▪ Parts & Accessories Reports
2. Accounts Module
▪ Payment Voucher – Excess Refund Voucher Process
7.25 Version – PHOENIX 01.00.025
Introduction of the Inquiry Follow-up Module and Project Management modifications are incorporated in
this version.
1. Inquiry Follow-up Module
2. Project Management Module
▪ Task Assign
▪ Task Manage
▪ Submit Task
7.26 Version – PHOENIX 01.00.026
Following additions and modifications are incorporated into this version.
1. P&A Module
• Transfer Request Form
- Transfer Request default fill Company 21lk002000
- Transfer request approved records can be modified Payment type
• Invoice Form - Receipt Modification
- Invoice total on top amount to be paid must appear
- Rearrange the PNA Receipt Form
• Introduction of Printer Configuration Form
- Receipt default thermal Printer
• UI change
ERP System
Release Note Page 33 of 67 November 19, 2020
- Remove Print Preview
2. Reports Module
Following number of reports are generated for respective modules (transferred from old VB to ERP)
• DPMC
- Accounts (115)
- Field Services (20)
- HRM (1)
- Parts and Accessories (21)
- Reference (1)
- Reports (1)
- Request (8)
- Sales and Marketing (20)
- Setup (11)
- Telephone Directory (1)
• DPMCL
- Accounts (108)
- Field Service (14)
- Parts and Accessories (13)
- Request (4)
- Sales and Marketing (8)
- Setup (10)
3. Project Management Module
• Create Projects Form
• Task Assign Form
• Task Manager Form
- Calculate the Job time
4. Accounts and Finance Module
• E - remittance
- Introduced a prefix for Source Doc Numbers according to Companies
ERP System
Release Note Page 34 of 67 November 19, 2020
5. Introduction of the Global Search Application including following features:
• Telephone Directory
• Voucher Status
• Vehicle Price
Given below are the steps to proceed with the Global Search.
1. Login to the ERP User Account and select the required search component (Telephone
Directory /Voucher Status/Vehicle Price) as follows.
2. Next enter the Voucher No to search the Voucher Status, if it is required to search for the
Telephone No, user can enter the First Name/Last Name/Mobile No and Premise and press
Enter, if it is required to search for the Vehicle Price type the Model Description and enter.
Following are the displayed data, for respective searches.
ERP System
Release Note Page 35 of 67 November 19, 2020
ERP System
Release Note Page 36 of 67 November 19, 2020
7.27 Version – PHOENIX 01.00.027
Following additions and modifications are incorporated into this version.
1. P&A Dealer Module
• Quotation Form
• Multiple Part Warehouse Link Form
• Distributor Non-Key Dealer Link Form
• Stock Excel Upload Form
• Order Form
- Non-Key Dealer Order Temporary Save
- MOQ Automation
- Picking List format change
- Select option for Part Productline
• Advance Order Form
- Order Total Value field addition
- Product Hierarchy Selection option
• Invoice Form
- Form Design change for Reduce Scrolling
- Temporary Invoice Saving
ERP System
Release Note Page 37 of 67 November 19, 2020
- Improved User-Friendliness
- KTM Parts Invoicing
• Receipt Form
- Added a Remark Field
• Customer Creation Form
- Improved User friendliness
• Customer Returns Form
- Improved User friendliness
• Item Inquiry Form
- Improvements
• Good Received Note Form
- Format change for Binning
2. Field Services Module
• Receipt Form
• Part Inquiry Form
• Service Package Creation Form
• Service Booking Form
• Service Circulars Form
• 2S link handling Form
• Dealer Acknowledgement Form
- Promotional Items
• Job Opening Form
- Improved User-Friendliness
- Photos audio and video uploading
- Allow selecting respective Service Packages and error corrections
- Delete Option
• Supervisor Approval Form
- Error correction in data loading
- Improved User friendliness
• GRN Form
- Supplier Help Corrections
• Promotional Estimation Form
- Dealer List Help Correction
• HRM Form
- Included a Joined Date
• Service Circulars Notification Widget
ERP System
Release Note Page 38 of 67 November 19, 2020
7.28 Version – PHOENIX 01.00.028
Following additions are incorporated into this version.
1. DPMC Vehicle Sales Module
The Vehicle Sales Module (DP Motor Company (Pvt) Ltd.) Sales, Distribution will be introduced with
following forms.
• Reference Forms
- Mode of Inquiry
- Sector and Professional Grade Link
- Vehicle Sales Offer
- Attach Dealer to Premises
- Supplier Product line Link
- Purpose
- Ownership
- Registration Status
- Document Send Late Reason
- Media
- Vehicle Usage
- Region and Premises Link
- Sector
- Advertising Type
- Advertising Agency
- Vehicle Estimate Category
- Title Aim
- Number Plate Size
- Vehicle Estimate Redeem Point
- Vehicle Selling Price
- Vehicle Estimate Sub Category
- Vehicle Estimate Value Calculation
ERP System
Release Note Page 39 of 67 November 19, 2020
- Vehicle Estimate Sub Category Link
- Parking Slot Allocation
- Introducer Type
- Promotional Item Warehouse Creation
- Introducer Commission
- Promotional Item Location Creation
- Promotional Item Rack Creation
- Promotional Item Bin Creation
- Discount Configurations
- Promotional Item Sub Bin Creation
- Promotional Item Warehouse Hierarchy Creation
- Introducer Type Customer Link
- Sales Town
- Configurations Approval
- Promotional Item Warehouse Division Link
- Sales Due Configuration
- Due Configurations
- Category Type
- Sales Dealer Approval Configuration
• General Forms
- Inquiry
- Price Quotation
- Dealer Stock Reservation
- Manual Confirmation
- Help Desk
- Inquiry Vehicle Price Adjustment
- Fund Transfer
- Manual Allocation
- Freeze / Unfreeze
ERP System
Release Note Page 40 of 67 November 19, 2020
- Vehicle Registration Form Generation
- Vehicle Registration Details
- Vehicle Registration Amount
- Finance Company Customer Information
- Send Finance Document
- Invoice
- Invoice Due Adjustments
- Item Return
- Stock Reservation Approval
- Special Approval for Vehicle Allocation
- Purchase Order Approval
- Credit Note Approval
- RMV Form Regenerate Approval
- DE-Allocation Extend Approval
- Promotional Item Approval
- Inquiry Discount Approval
- Dealer Registration Document Approval
- Gate Pass
- Vehicle Tag Print
- Free Service Book Assign
- Delivery Schedule Creation
- Delivery Picking List
- Loading Vehicle - Bar-code
- Delivery Note
- Vehicle Actual Delivery
- Goods Receive Note (GRN)
- Gate pass Approval
- Delivery Note Approval
- Return Vehicles to PDI
- Vehicle Picking List
ERP System
Release Note Page 41 of 67 November 19, 2020
- Test Drive Gate Pass
- Test Run GRN
- Test Drive Approval
- Promotion Item Master
- Promotional Item GRN
- Promotional Item Issue
- Promotional Item Stock Adjustment
- Promotional Item Customer Issue
- Promotional Item Request
- Advertising Estimation
- Advertising Goods/Service Receive Note (GSRN)
- Advertising Estimate Approval
- Dealer Receipt
- Dealer Receipt Cancellation
- Promotional Item Warehouse Division Link
- Dealer Cash Reservation
- Cash Reservation Approval
7.29 Version – PHOENIX 01.00.029
Following additions are incorporated into this version.
P&A Module
The P&A module, Credit Request Process will be automated with the following forms
• P&A Dealer Configuration – New Reference Form in P&A
• Dealer Order (P&A Dealer)
• Order (P&A Divisional)
Inquiry Follow-up Module
The Inquiry Follow-up module will be introduced with “Reject Reason” to add the reject reason into the
system.
ERP System
Release Note Page 42 of 67 November 19, 2020
Finance & Accounts Module
An error has been rectified in Deposit Slip report.
7.30 Version – PHOENIX 01.00.030
Following additions and modifications are incorporated into this version.
Riyasakwala Module
• Added new help option for Attending Officer in Inquiry form
• GRN Approval new form
• GRN Form
- Enabled modify option
- Added new field for Attending Officer
- Removed New Inquiry No field
- Changes in Settlement Order Print Out
• GRN Cancel new form
• New Jobs can be added, existing jobs can be removed to Refurbishment in progress vehicles
• Add new column ‘Product Line’ to the data grid of the Vehicle Maintenance form
• Enable inquired vehicles to proceed a refurbishment
• Remove Selling Price when adding a new Line Cost item
• Added a history for Vehicle Selling Price Changings
• Added Inquiry Discount Approval Levels
• Added ‘Vehicle Registration No’ for all vehicle code related help options
ERP System
Release Note Page 43 of 67 November 19, 2020
7.31 Version – PHOENIX 01.00.031
Following additions and modifications are incorporated into this version.
Vehicle Assembly Module
• Model number validation in Automated Tag Printing
7.32 Version – PHOENIX 01.00.032
Following additions are incorporated into this version.
1. Dealer Inspection Module
The Dealer Inspection Module will be introduced with following forms.
• Reference Forms
- Group Creation
- Heading Creation
- Assign User To Group
• General Forms
- Question Creation
- Checklist Creation
- Schedule Creation
- Inspector Dashboard
- Unscheduled Inspection
- Dealer Dashboard
- History Review
ERP System
Release Note Page 44 of 67 November 19, 2020
7.33 Version – PHOENIX 01.00.033
Following additions and modifications are incorporated into this version.
1. P&A Dealer Module
- The P&A Dealer Module will be introduced with following form.
• Incentive Order
2. P&A Module
- The P&A Module will be introduced with following forms.
• Incentive Approval
• Dealer Incentive Upload
• Incentive Slabs Creation
• Incentive selective Items
• Dealer Targets
- The P&A Module will be introduced with Bar code Print for the parts under the given Reference
Number.
• Checking Time Capture
3. Reports Module
- Following reports are generated for P&A Module.
• To Be Loaded Detail
• BG Cheque Settle Details
• Dealer Order Status and Lost Sale
• Dealer Outstanding (Credit Approval)
• Credit Approval Pending & Granted Details
• ERP Dealer Sales Details
• ERP Dealer Stock Report
• Product Wise Credit Note Details New
• Sales Promotion Campaign Details
ERP System
Release Note Page 45 of 67 November 19, 2020
7.34 Version – PHOENIX 01.00.034
Following additions and modifications are incorporated into this version.
1. Dealer Inspection Module
“Evaluation Details” report will be generated under Dealer Inspection module.
2. Help Desk Module
IT Software Requirement Process in the Help Desk module will be automated with following
forms.
Reference Form
• IT Category Details
General Forms
• Approval Level Configuration
• IT Job Request
• IT Job Request Approval
• IT Job Approval
• IT Job Log Details
3. Report Module
“Inspection Details” report will be generated for Dealer Inspection Module.
7.35 Version – PHOENIX 01.00.035
Following additions are incorporated into this version.
1. Parts & Accessories Module
The Parts & Accessories module will be introduced with automated KIT creation process including
following forms.
• Parts Kit Formula
• Parts Kit Creation
• Spare Kit Approval
• Spare Parts Kit GRN
ERP System
Release Note Page 46 of 67 November 19, 2020
7.36 Version – PHOENIX 01.00.036
Following additions & modifications are incorporated into this version.
1. Parts & Accessories Dealer System
Following modifications and improvements will be incorporated into Parts & Accessories Dealer
System.
1 Activation of Product line wise part ordering facility
2 Option to enter Vehicle number into the invoicing form
3 Option to print VAT invoice through dealer system
4
Part No & Quantity will be segregated when reading and assigned to the relevant places
concurrently.
5
Facility to display company notices which make by the division and an option to notify
divisional ERP subsequently.
6 Set Minimum line items for the dealer orders
7 Facility to proceed order & Quotation both in same time
8 Advance order saving option
9 Picking & Binning list printing option
10 Excel sheet porting facility for dealer order activation
11 Warehouse selecting option for Bajaj (256) & KTM (360) parts
12 Facility to add balance payment to debtor list if the cash customer failed to pay the full payment
13 Facility to cancel issue note
14 Facility to add 2nd party to the quotation. (Insurance company)
15 Non-Key Dealer wise back order report
16 Inactive unwanted product line in ordering form
17 Invoice Thermal print modification
18 Delete option fixed in distributor request form
19 KTM main warehouse (360) showing in the availability grid in Item Inquiry form.
20 Deleted and inactive customers Removing in invoice form
21 Quotation option for consignee dealer
ERP System
Release Note Page 47 of 67 November 19, 2020
22 Automation of Parts Return Process from Consignment Dealer to Company
23
Automation of voucher generation process for cheque voucher for every return when approved
the CRN.
24
Facility to transfer parts to consignment dealer beyond the BG value with the amount limit and
approval
25 Automation of Consignment dealer transfer maintenance process
26 Modify option has been enabled for Quotation
27 Rectification of displaying Wrong BG cheque details
28 Facility to display Manual BG cheque in BG cheque details
29 Removal of zero issued invoices display in GRN
30 Facility to invoice QUTE spare parts for Distributors /Product line wise Discount
31 An option to print Quotation report in thermal printers
32 Incentive dealer order pending quotations report
Following forms will be introduced with this version.
Parts & Accessories Module
• Consignee Dealer BG Top Up Approval
• Dealer Transfer Maintenance Approval
Parts & Accessories Dealer Module
• Tax Invoice Copy
• Order Warehouse Configuration
• Dealer Order Configuration
• Transfer Maintenance
• PNA Circulars
• PNA Circular Download
• Consignee Dealer BG Top Up
• Dealer Notice Configuration
ERP System
Release Note Page 48 of 67 November 19, 2020
Reports
• PA Dealer Incentive Orders
References
• Consignment Dealers Order Automation
2. Parts & Accessories Module
• An option to add Selling Price “2” & “3” has been introduced with “Price Update” form
• Automation of Transfer note GRN and pop up message appearance for location unavailable parts
• The field "To be deposited date" uploads as 45 days for selected MRF Distributors
3. Finance & Accounts Module
• Restrict the Receipt Cancelation by same user
• Restrict the delete option in DPSL Cancelation by same user
• An option to filter “Company” in the 1st Signature in order to select only the Vouchers under
selected Company.
• An option in the receipt cancellation for acknowledgment of the availability of the original
receipts.
• Following e-mail alerts will be introduced into Finance & Accounts Module.
o Disbursement Delay mail alert
o Voucher Status mail alert
o Authorization Delay mail alert
o Authorization Pending mail alert
4. New features in ERP System
• Following features will be introduced to all ERP Users.
o Reset System Password
o Unlock System Password
o Unlock Domain Account
ERP System
Release Note Page 49 of 67 November 19, 2020
7.37 Version – PHOENIX 01.00.037
Following additions are incorporated into this version.
1. Reports Module
Following reports will be generated under Finance & Accounts Menu and Inquiry Follow-up Menu.
Finance & Accounts
• Temp - AP Transaction Details
• Temp - AR Transaction Details
• Temp – Pending IOU
• Temp – SAM – Dealer Commission Payment
• Account Entries By Source Doc
• Temp – Trial Balance
Inquiry Follow-up
• All Pending Follow up
• Premise wise Inquiry
• Campaign wise Inquiry
• INF – All Pending Follow up
• INF – Premise wise Inquiry
• FS Dealer Inquiry Follow-up Details
• PNA Dealer Inquiry Follow-up Details
• SAM Dealer Inquiry Follow-up Details
ERP System
Release Note Page 50 of 67 November 19, 2020
7.38 Version – PHOENIX 01.00.038
Following additions are incorporated into this version.
1. Finance & Accounts Module
• Intercompany entries facilitate to DP infotech
2. Reports Module
• Improvements in Reports Module will be incorporated with this version.
• Following reports will be generated under Finance & Accounts, Imports Menu, FANTIM Menu,
Vehicle Assembly Menu, Payroll Menu and Customer Complaint Menu.
Finance & Accounts
• PNA Company wise Stock Back Date Report
• Riyasakwala Daily Stock Report
• Riyasakwala Vehicles Stock Back Date Report
• Temp - AR JE Details by Effective Date
Imports
• BL to Order
• Containers Details
• Cost Sheet Summary New
• CUSDEC Duty
• CUSDEC VS Orders
• Import Advice
• Import Request
• Invoice
• Order VS Packlist
• Unsettled LC/TT
• Actual Settlement Advice
ERP System
Release Note Page 51 of 67 November 19, 2020
FANTIM
• Asset Register Details
• Budget Utilization
• CEP ARN Details
• Asset Disposal Details
Vehicle Assembly
• Store Issues
• Spare Part Listing
• Vehicle Operation Log
• Defect Details
• Packing List Details
• Parts GRN Details
• Run Employees
• Stock Adjustment
• Stock Part Description
• Coupon Tag Details
• All Stock
Payroll
• Pay Sheet NML (Final)
• All Employee Details
• EMP Family Details Insurance
• Pay Sheet NML (Temp)
• Bonus Temporary
• Bonus Final
• Attendance Duplication Records
• Card Not Punched Employees
• All Leave
• Leave Sheet not Received
ERP System
Release Note Page 52 of 67 November 19, 2020
• OT Sheet not Received
• OT Detail with ATT
• OT Summary
• Overtime Exceeds more than 1 Day
• OT Bind Designation
• OT Details
• NoPay – Current Month
• NoPay - Days
• NoPay - Days - LV Types
• NoPay - Refunds
• Header Rating Details
• Division wise EMP Category
• Company wise EMP Category
• Gender wise EMP Category
• Premise wise EMP Category
• Age wise EMP Category
• Service wise EMP Category
• Roster Allocation Details
• Attendance Details
• Data not Uploaded Barcode Nodes
• Barcode Data Uploaded Dates
• Lateness Refund Details
• DPIT/DPTEC Employees Details
• Out of Pocket Allowance Details
• Out of Pocket Allowance Details – Final
• Pay Sheet Details
• Gratuity and Final Dues Payment Report
• Employee Transfer History
• Lateness Details Report
ERP System
Release Note Page 53 of 67 November 19, 2020
7.39 Version – PHOENIX 01.00.039
Following additions are incorporated into this version.
1. Reports Module
Following reports will be generated under Parts & Accessories Menu.
Parts & Accessories
• Spare Parts Movement With Returns
• Temp - Dealer Wise Sale Reports
• Temp - Dealer Wise Credit Note Details
• Activity Report With Dealer Commission
• Invoice & Issue Details
• Sales Promotion Campaign Details
• Reservation Details
• Defective Parts Provision Value
• Part Master With Out Cost
• Location Wise Stock With Order Qty With Out Cost
• Consignment Dealer Transfer Request
• Consignment Dealer Stock Details
• Consignment Dealer Invoice Details
• Distributor Stock Details
• ERP Dealer Customer Details
• ERP Dealer Order Details
• ERP Dealer Debtors Report
• ERP Dealer Warranty Card Details
• ERP Dealer Returns Reports
• Consignment Dealer Transfer Request Details
• ERP Dealer Issue Note Details
• Dealer Order Wise Invoice Details
• Consignment Dealer Outstanding
• Consignment Dealer Transaction
ERP System
Release Note Page 54 of 67 November 19, 2020
• ERP DLR Stock Cost Details
• Invoice & Issue Details With Cost
• Product Wise Credit Note Details With Cost
• Location Wise Parts Mov With Return New
• Advertising Details
• Dealer Payments Details
• Outlet Reorder Level
• Privilege Card Details
• Quotation Details
• Pending GRN Qty Against Packing List
• To Be Loaded Detail With Cost
• Cusdec Duty
• TEMP - Net Sales
• Outlet Spare Parts Ordering Criteria
• Spare Parts Outlets Lost Sale
• Privilege Card Invoice Details
• Packing List
• Shipment Detail Report
• Part Master
• Parts Tran And GRN Details For Trans Notes
• Local Purchase Details
• Dealer Invoice Details
• PA Dealer Incentive Orders
ERP System
Release Note Page 55 of 67 November 19, 2020
7.40 Version – PHOENIX 01.00.040
Following additions and modifications are incorporated into this version.
1. Legal Module
Legal module will be introduced with following forms & Reports.
Reference Forms
• Case Reference
• Lease Reference
• Lease Email Group
• Case Email Group
Transaction Forms
• Lease Transaction
• Lease Inquiry
• Case Inquiry
• Case Transaction
Reports
• Lease Expire Date
2. HR Module
Following modifications will be incorporated into HR Module.
Attendance Process
• Attendance Entry
• Attendance Summary View
7.41 Version – PHOENIX 01.00.041
Following modification is incorporated into this version.
1. HR Module
• No-Pay Entry Checking
ERP System
Release Note Page 56 of 67 November 19, 2020
7.42 Version – PHOENIX 01.00.042
Following additions and modifications are incorporated into this version.
1. Imports Module
DPMC ERP – Imports Module will be introduced with following forms.
Reference Forms
• Insurance Type
• Insurance Cover
• Customer Office
• Customer Procedure
• Model of declaration
• Terms of Payment
• Model Indent details
• Import license
• Annexure method
Transaction Forms
• Process Commencement Approval
• Process Commencement 2nd Opinion
• Insurance Skip
• LC/DP Bank Allocation
• TT Bank Allocation
• LC/TT Bank Deallocation
• LC/TT Termination
• LC Application
• TT Application
• Insurance Application
• Insurance Skip Request
• Shipping Guarantee Application
• Shipping Guarantee Amendments
• Original Doc Request Application
• Customs Declaration
• Customs Assessment Notice
• Indent Report
• Bill of Lading / AWB
• Invoice
• Local Freight Charge
• LC/TT Opening Advice
ERP System
Release Note Page 57 of 67 November 19, 2020
• LC Amendment Advice
• SG Opening Advice
• SG Amendment Advice
• Insurance Advice
• Bank Advices
• Clearing Advice
• Settlement Advice
• Costing
• Actual Settlement Advice
• Advance Settlement Advice
• Actual Bank Charge Advice
• LC/TT Application
o 1st Signature
o 2nd Signature
• Insurance Application Signature
• SG Application
o 1st Signature
o 2nd Signature
• Original Doc Request
o 1st Signature
o 2nd Signature
• Printout cancellation
2. Field Service Module
Following modifications will be incorporated into Field Service Module.
• Local Parts Creation - Value validation
• Dealer ERP - Estimate printout - same format as invoice
• Higher Approval Inquiry loading issue rectification
• Excel upload to Failure Reports
• Dealer Location - Supervisor Approval grid
• Credit Balance - Show before open the job
• Remark field for Higher Approval/Supervisor Approval for second time failures
• Reject warranty claims only required to keep the same day (Higher Approval/Supervisor
Approval)
• New Dealer Reports
• Modification in Higher Approval Vehicle Details to be same as supervisor Approval form
• Promotional Estimation - PO printout issue rectification
ERP System
Release Note Page 58 of 67 November 19, 2020
• NBT calculation error correction in promotional estimation
• Customer Instruction - Yes /No option
• Enable to view the Remarks in Job History
• Modified the Supervisor Approval – Job History to available all dealer names
• If an estimate is converted to a job, Mileage modify option is enabled
• KTM product line in promotional estimation
• Option for alternative Job done by
• Vehicle/Customer/Service Information Form
• Delete Button Not Working
• Free Service details not available in Service History
• Issues rectification in divisional reports
• Solution for warranty claim rejection
• Warranty Cancellation and Bajaj Warranty Report issue rectification
• Warranty value mismatch issue rectification
ERP System
Release Note Page 59 of 67 November 19, 2020
7.43 Version – PHOENIX 01.00.043
Following additions and modifications are incorporated into this version.
1. Sales & Marketing Module
• Performa Invoice modification to change the Warranty terms according to the Product Line.
2. P&A Module
Following modifications will be incorporated into P&A Dealer Module.
• Consignment dealer system stock transfer from DPMC to consignment dealer at cost
• Company notices include Popup display
3. Field Service Module
Following modifications will be incorporated into Field Service Module.
• Job Opening
• Dealer Invoice Payment
• Warehouse Yes/No option
Transaction Form
• Customer Instructions Yes/No
ERP System
Release Note Page 60 of 67 November 19, 2020
7.44 Version – PHOENIX 01.00.044
Following additions and modifications are incorporated into this version.
1. HR Module
• New option to select employee working method (selection is mandatory) as
o WFH - Work from Office
o WFO - Work from Home
o WFF - Work from Field
• An option to enter the Reason when an employee is marked his/her end attendance in
between the shift time (ex: 8.30 am to 5.00 pm) from below drop down (selection is
mandatory).
o Official
o Non-Official
• Link between Card Punch (Fingerprint), TAB and attendance entry in ERP
• Attendance Summary for HR division (Company & Division wise filter)
• The attendance automatically ends at 11.59 PM when employee forgot to mark the end
attendance in the system.
ERP System
Release Note Page 61 of 67 November 19, 2020
7.45 Version – PHOENIX 01.00.045
Following additions and modifications are incorporated into this version.
1. SMS Module
DPMC ERP – SMS Module will be introduced with following forms.
Reference Forms
• Contact groups
Transaction Forms
• SMS Mask
• Bulk configuration
• Portal approval
2. Field Service Module
• Modification of Grace Period in Free Services
3. Dealer Inspection Module
• Modification of Dealer Categories for SAM Division
ERP System
Release Note Page 62 of 67 November 19, 2020
7.46 Version – PHOENIX 01.00.046
Following additions and modifications are incorporated into this version.
1. Vehicle Sales Module
• Facilitate Loan Payment for Settlement Apart from Leasing Facility (Abans Finance Requirement)
• Riyasakwala Buy-Back Process Integration
• Discount Schema Modifications
• Certification of Registration form
2. Finance & Accounts Module
• Register Payment Voucher (New Form)
• Payment Voucher modification (duplicate document identification)
• Further detail view, new table for view duplicate vouchers
• Authorization reject Remark expand up to 500
3. HR Module
• USR - Medical leave attachments FTP save modification.
o Create the FTP Path: \ERP\Modules\UserRequest\LeaveMedical\
• Employee Qualification Process
o Employee Qualification Entry
o Division Approval
o HR Division Approval
4. Legal Module
Modifications
• Enable description field in Case Reference Form (modify mode).
• Increase the size of attachments in Lease Reference Form.
Rectifications of issues
• Case transaction form modify mode issue.
• Lease transaction form modify mode issue. (Refundable Deposit Amount, Stamp Duty
Amount)
ERP System
Release Note Page 63 of 67 November 19, 2020
5. Imports Module
• Reduce the size of 1st & 2nd Signatures
6. Riyasakwala Module
• Bug fixing of Riyasakwala Gate pass Approval Form
7.47 Version – PHOENIX 01.00.047
Following additions and modifications are incorporated into this version.
1. HR Module
• Integrated with Master File (Middleware)
• Employee history view at any given time by logging to the portal irrespective of the expiry
of the cycle date
• Employee wise self-evaluation export to pdf
• Success criteria description display on self-evaluation form
• Display rating definitions
• Last promotion detail upload and display
• Employee comment display in manager form
• Division vise bell curve
• Display allocated percentage for each KPI in supervisor’s dashboard
• Division wise Reports link
The information that upload under common code in bulk upload section with “All division
21LK0000” category will display division wise, when it comes to report generation along
with the option of uploading all the divisional data in one excel
2. Parts & Accessories Dealer Module
• A form to Manage dealer incentives (Hold, Active & Reduce the Value)
• Modification of Dealer Order configuration form to segregate qty dealer category wise
• PNA Circulars form modification to publish circulars region wise & dealer wise
ERP System
Release Note Page 64 of 67 November 19, 2020
7.48 Version – PHOENIX 01.00.048
Following additions and modifications are incorporated into this version.
1. Legal Module
Following modifications have been applied to the Case Email Reference Form (DPMC)
• New text field has been added to display Next Date
• Data adding feature has been facilitated in Request No based on its Reference No
• Rectifications of Data duplication in Request No
2. Riyasakwala Module
• Rectification of Fixed Invoice number change issue when generate duplicate invoice
3. Report Module
• Riyasakwala stock report for CCSD
• A new report to identify non-uploaded GLs through Treasury Integration
ERP System
Release Note Page 65 of 67 November 19, 2020
Revision History
Version Date Summary of Changes Author Revision Marks
01.00.000 10/10/2017 Initial Revision Sitara Mediwake
01.00.001 01/11/2017 Second Revision Sitara Mediwake 7.1
01.00.002 15/11/2017 Third Revision Prageeth Kodikara 7.2
01.00.003 21/02/2018 Fourth Revision Prageeth Kodikara 7.3
01.00.004 05/03/2018 Fifth Revision Prageeth Kodikara 7.4
01.00.005 04/04/2018 Sixth Revision Sitara Mediwake 7.5
01.00.006 02/05/2018 Seventh Revision Sitara Mediwake 7.6
01.00.007 21/05/2018 Eighth Revision Sitara Mediwake 7.7
01.00.008 22/06/2018 Ninth Revision Prageeth Kodikara 7.8
01.00.009 12/07/2018 Tenth Revision Sitara Mediwake 7.9
01.00.010 27/08/2018 Eleventh Revision Sitara Mediwake 7.10
01.00.011 07/09/2018 Twelfth Revision Sitara Mediwake 7.11
01.00.012 28/09/2018 Thirteenth Revision Sitara Mediwake 7.12
01.00.013 09/10/2018 Fourteenth Revision Sitara Mediwake 7.13
01.00.014 29/10/2018 Fifteenth Revision Chathura Asanka 7.14
01.00.015 21/11/2018 Sixteenth Revision Sitara Mediwake 7.15
01.00.016 03/12/2018 Seventeenth Revision Chathura Asanka 7.16
01.00.017 13/12/2018 Eighteenth Revision Sitara Mediwake 7.17
01.00.018 02/01/2019 Nineteenth Revision Sitara Mediwake 7.18
01.00.019 11/02/2019 Twentieth Revision Sitara Mediwake 7.19
01.00.020 20/02/2019 Twenty First Revision Sitara Mediwake 7.20
01.00.021 18/03/2019 Twenty Second Revision Sitara Mediwake 7.21
01.00.022 27/03/2019 Twenty Third Revision Sitara Mediwake 7.22
01.00.023 12/04/2019 Twenty Fourth Revision Sitara Mediwake 7.23
01.00.024 08/05/2019 Twenty Fifth Revision Sitara Mediwake 7.24
01.00.025 28/05/2019 Twenty Sixth Revision Chathura Asanka 7.25
01.00.026 11/07/2019 Twenty Seventh Revision Sitara Mediwake 7.26
ERP System
Release Note Page 66 of 67 November 19, 2020
01.00.027 18/07/2019 Twenty Eighth Revision Sitara Mediwake 7.27
01.00.028 01/08/2019 Twenty Ninth Revision Sitara Mediwake 7.28
01.00.029 25/09/2019 Thirtieth Revision Sonali Badathurage 7.29
01.00.030 02/10/2019 Thirty First Revision Sonali Badathurage 7.30
01.00.031 16/10/2019 Thirty Second Revision Sonali Badathurage 7.31
01.00.032 04/12/2019 Thirty Third Revision Sonali Badathurage 7.32
01.00.033 26/12/2019 Thirty Fourth Revision Sonali Badathurage 7.33
01.00.034 24/01/2020 Thirty Fifth Revision Sonali Badathurage 7.34
01.00.035 10/02/2020 Thirty Sixth Revision Sonali Badathurage 7.35
01.00.036 02/03/2020 Thirty Seventh Revision Sonali Badathurage 7.36
01.00.037 20/03/2020 Thirty Eighth Revision Sonali Badathurage 7.37
01.00.038 30/03/2020 Thirty Ninth Revision Sonali Badathurage 7.38
01.00.039 10/04/2020 Fortieth Revision Sonali Badathurage 7.39
01.00.040 27/04/2020 Forty First Revision Sonali Badathurage 7.40
01.00.041 14/05/2020 Forty Second Revision Sonali Badathurage 7.41
01.00.042 25/05/2020 Forty Third Revision Sonali Badathurage 7.42
01.00.043 09/06/2020 Forty Forth Revision Sonali Badathurage 7.43
01.00.044 16/06/2020 Forty Fifth Revision Sonali Badathurage 7.44
01.00.045 09/07/2020 Forty Sixth Revision Sonali Badathurage 7.45
01.00.046 07/09/2020 Forty Seventh Revision Sonali Badathurage 7.46
01.00.047 15/10/2020 Forty Eighth Revision Sonali Badathurage 7.47
01.00.048 19/11/2020 Forty Ninth Revision Sonali Badathurage 7.48