Release Note ERP SYSTEM PREPARED FOR DAVID PIERIS MOTOR COMPANY LTD. DP Technologies (Pvt) Ltd

Transcription

1 2018 Release Note ERP SYSTEM PREPARED FOR DAVID PIERIS MOTOR COMPANY LTD DP Technologies (Pvt) Ltd

2 Table of Contents Introduction...2 About This Release...2 Compatible Products...2 Upgrades...2 New Features...2 Known Bugs and Limitations General Note...2 DPG ERP System Versions Version - PHOENIX Version - PHOENIX Version - PHOENIX Version - PHOENIX Version - PHOENIX Version - PHOENIX Version - PHOENIX Version - PHOENIX Version PHOENIX Version PHOENIX Version PHOENIX Version PHOENIX Version PHOENIX Release Note Page 1 of 20 October 09, 2018

3 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 Release Note Page 2 of 20 October 09, 2018

4 DPG ERP System Versions 7.1 Version - PHOENIX 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 Release Note Page 3 of 20 October 09, 2018

5 7.2 Version - PHOENIX 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 Release Note Page 4 of 20 October 09, 2018

6 7.3 Version - PHOENIX Following forms are added to the Vehicle Assembly Module. Process Creation LP Request Approval Stock Transfer Approval ID Return Request Approval 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 Zone Creation Release Note Page 5 of 20 October 09, 2018

7 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 Unloading bay Zone Type Workstation Process Type Setup Line Details Setup Line Part Vendor Link Release Note Page 6 of 20 October 09, 2018

8 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 Tools Defects Defect Type Link Operator Schedule Creation Warehouse Hierarchy Creation Release Note Page 7 of 20 October 09, 2018

9 7.4 Version - PHOENIX 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 Labour Selling Price Dealer Admin Reports Release Note Page 8 of 20 October 09, 2018

10 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 Warranty Claim Cancel Supervisor Approval Release Note Page 9 of 20 October 09, 2018

11 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 Release Note Page 10 of 20 October 09, 2018

12 7.5 Version - PHOENIX 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 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 Release Note Page 11 of 20 October 09, 2018

13 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 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 Productline Link Purpose Ownership Registration Status Document Send Late Reason Media Vehicle Usage Region and Premises Link Sector Release Note Page 12 of 20 October 09, 2018

14 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 Release Note Page 13 of 20 October 09, 2018

15 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 Release Note Page 14 of 20 October 09, 2018

16 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 Release Note Page 15 of 20 October 09, 2018

17 7.8 Version - PHOENIX This version enables ERP-Authnex security features: Authnex QR Login Authnex Second Authentication 7.9 Version PHOENIX This version includes following modifications: Three Wheeler Promoting Dealer Sales and Marketing Module Improvements Finance and Accounting Module Bug Fixing 1. JOBHD Cannot generate vouchers with 0 values in Credit Notes other than tax 2. JOBHD TB mismatch due to incorrect entry generating through GSRN Voucher with contained E- remittance IOU 3. JOBHD DPA E-remittance transaction bank account should be changed (GL A/C ) 4. JOBHD Sequence order is not changed with month change in source docs 5. JOBHD Petty cash balancing error (reimbursement voucher process even attach unbalance excel file) 6. JOBHD E-remittance IOU cancellation entry is incorrect 7. JOBHD WHT VOUCHER GENERATING ERRORS 1.Record duplicated for disapprovals 2. Voucher modification error 3.error in help tab activation 8. JOBHD WHT contained voucher processing error Release Note Page 16 of 20 October 09, 2018

18 9. JOBHD Cannot save voucher with WHT QKGL JOBHD Petty cash vouchers not process up to 1st signature & attachment is not opened YMLG JOBHD Text files create for the DPMC PVT LTD E-remittance erroneously appeared on DPMC-Holding bank account 12. JOBHD Clear identification required to identify not linked GL Code, Company Hierarchy & Product lines at the voucher entering point using Import Excel Files 13. JOBHD Cannot edit internal characters in inquiry tab individually 14. JOBHD Cannot generate direct deposit & credit cards receipts for cents values in DPMCL form 15. JOBHD Value for WHT is incorrect in further details tab 16. JOBHD Enable to attach several documents by selecting at once 17. JOBHD Special notification for the IOU authorization which has selected settlement date as current date or previous dates 18. JOBHD Tabs cannot clear automatically while inquiring vouchers 7.10 Version PHOENIX Following modifications are incorporated into this version. Sales and Marketing Module Improvements & Bug Fixing Finance and Accounting Module Bug Fixing 1. JOBHD The WHT Certificate Payer Name has not changed as the Company Name 2. JOBHD The Dealer Commission Voucher cannot proceed with WHT Release Note Page 17 of 20 October 09, 2018

19 3. JOBHD The Date is mismatched while generating the Petty Cash Balance Sheet 4. JOBHD The Journal Entry Account Detail Description is not displayed in the Description Box 7.11 Version PHOENIX Following modifications are incorporated into this version. Commission Refund Form is introduced to the Sales and Marketing Module 7.12 Version PHOENIX Following modifications are incorporated into this version. Diversion from to more secure version 7.13 Version PHOENIX 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 Release Note Page 18 of 20 October 09, 2018

20 Revision History Version Date Summary of Changes Author Revision Marks /10/2017 Initial Revision Sitara Mediwake /11/2017 Second Revision Sitara Mediwake /11/2017 Third Revision Prageeth Kodikara /02/2018 Fourth Revision Prageeth Kodikara /03/2018 Fifth Revision Prageeth Kodikara /04/2018 Sixth Revision Sitara Mediwake /05/2018 Seventh Revision Sitara Mediwake /05/2018 Eighth Revision Sitara Mediwake /06/2018 Ninth Revision Prageeth Kodikara /07/2018 Tenth Revision Sitara Mediwake /08/2018 Eleventh Revision Sitara Mediwake /09/2018 Twelveth Revision Sitara Mediwake /09/2018 Thirteenth Revision Sitara Mediwake /10/2018 Fourteenth Revision Sitara Mediwake 7.13 Release Note Page 19 of 20 October 09, 2018