leap user manual

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RACI Matrix LEAP

For a detailed responsibility chart refer Annexure B.

Step Tasks CSR-Level 1 CSR Supervisor ACM ASM MIS

1 Download PO from mail to the shared folder R A

2 Processing PDF from location R A

3 Checking in LEAP processed PO R A4 Action, Error PO. R R,A

5 PO is in IGATE status for a long. R A

6 Despatching of Error PO to A/c in excel format R,A

7 Checking status of PO R R R,A

8 Price Updation Information including Promotion R,A

9 Price upload LEAP R,A

10 Article Code Updation information R,A

11 Article Code Updation in LEAP R,A

12 Bill to Customer Master updation R,A

13 Ship to Master Information R A R,A

14 Ship to Master updation R,A15 All Other Masters R,A

16 Changes in PO pdf format by chain R,A

17 CSA & Distributor Location PO download & circulation R,A

18 Return Material Tracking R A

R-Responsibility

A-Accountability

C-Consultant

I-Informed


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3. DOCUMENT PURPOSE

This document can be used as a

Users can refer to this document

4 DOCUMENT SCOPEThe scope of this document is re

to Modern Trade for Consumer

5. LOGGING IN TO LEAP

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eference or user manual by the supply chain &

to help them navigate around the LEAP applica

stricted to LEAP module only and the impleme

Office Business.

Provide your employee ID

here, which starts with IN or

A1.

Provide your suphere, first time yo

will be changeme

with the same & t

5

business team.

tion.

tation specific

lied passwordur password

,you must login

hen change it.


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6. HOME PAGE

LEAP Server is referred as back

Things to Note in this scr

LEAP ServerDisplays t

POs from shaPOs saved

schedule.

Correct PO suPos once

Pos and s

Error Pos in tBy clickin

scanner.

My View in tYou can c

maneuveri

Message BoaMessage

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nd agent which is handling automation tasks.

een:

Status:

he server status, whether LEAP is running or n

ed folder to LEAP Server:

in shared folder by CSR will be transferred by

bmitted to Internet Gateway

canned and submitted as correct, this batch run

bmits to web gateway.

e welcome bar

g this, you can view the failed in scanning Pos

e menu bar

reate your regular menus to this menu,this will

ng in LEAP application.

doard displays messages & feeds by admin.

6

t.

this batch

extracts these

y LEAP

ase your


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7. TRANSACTION MENU

Transaction Menu is the only op

understand this menu in depth.

Once the POS are scanned and v

found in-correct.

All the Error POs you can view

Pending PO Screen

In correct or error POs can view

Post any changes in this page, y

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rational menu for CSR & Business, hence its v

erified, its flagged as Order if found correct an

by clicking Pending Pos Menu.

d & tracked in this screen, things to observe in

u must refresh the page using Refresh option.

7

ital to

Errror if

this screen.


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Header - Process Error PHeader shows numb

From Date/To Date :You can filter/view i

the pending incorrect

You can do the same

CustomerYou can filter further

customer error Pos, y

Action BarAction Bar will allow

Action Bar also has c

i. Revalidatthe respec

ii. Delete Icorrect P

number w

duplicate.

To View details of errors Action can be taken in er

1. Ignore If user clexecution to ERP

2. Override If thisdetail as per 3M r

remarks popup.

3. Change Stock Colinked stock code,

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s-Pending for action(2)

r of incorrect PO(s).

correct Pos based on date range too.For exam

Pos, you want to view only todays or this wee

using this field.

based on Customer.For example, instead of vie

ou want to view only Hypercity error Pos.

you to Revalidate & Delete a PO.

ontrols to view no of Pos in a screen,default is

In case of changes made to the master post vive PO and use this button & then click Refres

case you are expecting a new correct PO in lie

, delete the current PO, so that the new PO wit

ill be allowed by LEAP, else the new PO will b

in PO, click on the PO Number.

ror PO

icks on this button, line will be ignored and wil

.

button is clicked, line will be executed conside

ecord, while user clicks this option user will be

e In case user want to use alternate stock cod, this option can be used.

8

le, instead of all

s incorrect Pos.

wing all

POS.

alidation, select.

u of current in-

the same PO

considered as

not be sent to

ing the correct

prompted with

e instead of


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While you use thi

present stock cod

View PO Details Screen

This screen provides all the detai

various information you can get

PO Execution Statuso Error PO is hao Order PO is co

While the PO(s) a

change the stock

o XML Correct Po IGATE PO sen

BPCS.

o Billed PO has bOPEN.

PO Status in pictorial format

Type Filter Based on bio 3M Location 3

locations.

o CSA- 3M CSA lohowever for exec

CSA.

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s option, please note, when you select alternate

status will be changed to Inactive for the resp

ls and information you need to know for a PO.

in this screen

ing some error and cant be executed.

rrect, but still not sent for execution.

re not sent for execution, at this point of time, i

ode using Change Stock Code option.

O got converted to XML.

t to internet gateway through which it will be u

een uploaded successfully into BPCS, it might

lling location, this filter showsCFA Locations Pos will be auto executed f

cations, POS will be only scanned and checked

tion, ASM must download the POS and forwa

9

stock code,

ctive w/h.

hat are the

user want they

loaded to

e in SAL or

r these

for correctness,

d it to concern


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o Distributor POexecution, ASM

Download POo You can downloa

Tick(Figudownload

Figure 1.1

Figure 1.2

DOWNLOAD

To download incorrect Pos repor

To download all POs status repo

SETUP

Use this menu to change your pa

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will be only scanned and checked for correctn

ust download the POS and forward it to conce

a single PO or multiple Pos, based on your tic

re1.2) the Pos you want to download and then c

Figure1.1)

t in excel all at once, use the menu Error Pos

rt with billed quantity, use the menu PO Downl

ssword. From Setup Menu go to User Setup

1

ss, however for

n Distributor.

k.

ick on

eport.

oad Report.


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Click on Change Password, now

My View MENU

This menu will be empty initiall

which you want to do directly on

browser.

For example, checking pending

want to add Pending PO under

MyView place at the bottom rig

Technical Help

For any technical help on this ap

[email protected]

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provide the new password 2 times.

when you log in, as you need to fill the menus

a regular basis. My View is equivalent of Favo

O is one screen which you want to view freque

y View, go to Pending PO screen and then clic

t.

plication, you may free to contact Amit Singha

1

or operation

rites in your

ntly. In case you

Add to

@


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1

Curiosity corner - FAQs

Q1. PO not getting uploaded to ERP(BPCS) even though its correct.

Check the status of the PO in View PO Details screen, if its showing IGATE and its more than 3hours past, escalate the same to technical LEAP.

Q2.Month end can I trigger the PO to scan from shared folder, instead of waiting for the

server to run at the stipulated time?

Yes, you can. Use the menu Schedulers under Transaction Menu & click on Process PDF files

from location.

Q3.What is the Lead time to update Price in LEAP?

One must provide at least 4 working days to get the same registered in ERP & LEAP.Hence any

promotional price to load from April 1st, admin MIS team should get the information not later

than by March 27th

.

Q4.What is the Lead time to update Article Master in LEAP?

MIS must be informed in advance of 4 working days to configure the same. Post PO generation if

the new article code registration comes, it will not be entertained and the PO will be executed

without the new article code.

Q5.How the Customer Master & Ship to Master is updated in LEAP?

Bill To Customer Master will be updated by admin MIS automatically at the time of newcustomer creation.

But for new Shipto Master, respective location CSR must inform to admin MIS.

Q6.What happens if any A/c change the PO format?

As you know each A/c template is configured in LEAP and hence the same is recognized by the

application, hence, any minor change in the PO Template must be informed to technical MIS at

least a month in advance. You must communicate the same to A/c that any changes in pipeline

technical MIS must be informed in advance.


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Q7.I do not have direct billing, why should I follow LEAP?

Even though your Pos are getting executed directly but still you must use LEAP to enjoy the

following benefits :

1. Absolutely correct Pos are only getting executed by your CSA or Distributor.2. You do not waste time in checking the correctness of the PO.3. You avoid any kind of Debit Note or Credit Note by the A/c in future by executing 100%

correct PO.

4. You can track & monitor the Pos are routing through LEAP.

Q8.I am not able to save PDF to shared folder?

You are not authorized to use the shared folder, contact technical MIS.

Q9.If my reportee(CSR) is going on leave, how can I get the mail alerts of executed Pos?

Go to Master, Warehouse Master & select the User Name for the respective warehouse.

Q10. Can I(CSR) update Return material in LEAP?

Yes, LEAP is having screen to update material return by A/c. Go to Transaction =>Update PO

Qty & select the PO you want to update.

Mention the delivery Qty & Remarks for Return.

Q11.If I (ACM) want to block 1 or set of Article to block from being executed even though

the PO has come, how can I do the same?

Contact admin MIS and provide the article code, warehouse & A/c Name. Once the same isupdated by MIS these lines will be blocked by LEAP for being executed.

ACM s, must inform back admin MIS to unlock the same.

Q12.What are the important mail ids?

Following are the important mail ids :

1.Admin MIS [email protected]

2.Tech MIS [email protected]

Thank you.

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