posting of security amount through crm process.docs.pspcl.in/docs/itmanuals081653563.pdf · posting...
TRANSCRIPT
Posting of Security amount through CRM process.
NOTE: For posting Security amount, user has to create MISCELLANEOUS ORDER
(ZMSC) with PM activity: M25. Also it has to go through approval process.
a) IF load is less than 20KW: CCE will create the order and complete the order and
RA will authorize the order.
b) IF load is greater than 20KW: RA will create the order and complete the order
and AEE Operational will authorize the order.
1) Login with RA, identify the Contract Account and click on MISCELLANEOUS
SERVICE REQUEST.
2) Select PM activity: M25 Correction of ACD.
3) ENTER: REASON and AMOUNT TO BE POSTED.
Also fill USER RESPONSIBLE AND STATUS: SUBMITTED FOR APPROVAL and click on
SAVE button.
4) Login with AEE OPERATIONAL id, Service Request will be pending on his/her id
on HOME SCREEN.
5) Open the Service Request in EDIT MODE, change the USER RESPONSIBLE to
TEST_RA and status as Approval for granted.
6) Login with RA id, Service Request will be pending on his/her id on HOME
SCREEN.
7) Open the service request in edit mode, Contract Account will be identified and
click on Complete Miscellaneous Order.
8) Amount will be posted and Demand Note will be generated also this amount
will be cleared through BAR CODE payment through FPCJ.
9) Technically Complete the Order in the next screen.
10) Click on TECHNICALLY COMPLETE to complete the order.
11) Amount posted on Contract Account.