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Relaxo Conveyance RequisitionUser Manual Version 1.00
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1.1 Definitions:- S. No. Name of Control Graphic/ Screenshot Description
1. View Button Opens the form in the View mode to view the details of the selected record.
2. View Detail Button Opens the form in the View mode to view the details of the selected record.
3. Edit Button Opens the form in the Edit/Modify mode to modify the details of the selected record.
4. Modify Button Opens the form in the Edit/Modify mode to modify the details of the selected record.
5. Modify Icon Opens the form in the Edit/Modify mode to modify the details of the selected record.
6. Delete Button Prompts the user with a message box for confirmation before deleting the selected record.
6. Delete Icon Prompts the user with a message box for confirmation before deleting the selected record.
7. Save Button Saves the details of the selected form.
8. Submit Button Saves the details of the selected form.
9. Approve Button Approve selected request.
10. Reject Button Reject selected request.
11. Add New Button Invokes Add form to add new details.
12. Search Button Displays search result, if any that matches the specified search criteria.
13. Back Button Enables the user to navigate to the previous screen.
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S. No. Name of Control Graphic/ Screenshot Description
14. Text Box Enables user to enter alphanumeric text or modify the displayed text.
15. Combo Box Enables user to select a single item from a list of items.
For example,
16. Message Box Confirms if the user wishes to delete the selected record or not. Click the OK button to delete the record or click the Cancel button to cancel the delete operation and close the message box.
17. Date Textbox Enables the user to specify the date in dd/mm/yyyy format only.
For example,
18. Mandatory Fields All fields marked with a * are mandatory and must be specified to avoid error messages.
19. Mandatory Fields Error Icon
Displayed when mandatory field left blank.
Move curror on the icon. It will disaplay message in tool tip.
For example.
1.2 About Getting StartedThe Travel Requisition application is a web-based application. The user needs to enter the complete address of the application in the web browser (Internet Explorer) to initiate the application. Address to access application is http://200.192.0.13/RFLTR . You will reach to the below screen.
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Login Screen
To login into the application, the user requires Employee Code (e.g. RFA00015) and Password that is to be entered in the Login screen, for authentication purpose.
Login Screen
Purpose and DescriptionThe Login screen enables a user to login into the application using a pre-assigned Login ID and Password that is provided by the administrator of the automated application.
1. Enter your employee code
2. Enter password
3. Click on GO button to login
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About the ScreenThe user needs to enter the Employee Code and Password. After entering these details, click the Login button to login into the application. The specified Employee Code and Password are verified against that stored in the system database for authentication purpose. If the verification is successful, then the user is logged into the system. Otherwise, appropriate error messages are displayed.
Field DescriptionLogin Screen
S No. Field Name Field Description Mandatory/Optional/Other
Validation Rules
1. User Name Text box to enter the User Name.
Mandatory
2. Password Text box to enter the user password.
Mandatory
Explaining Error MessagesIf an invalid User Name and password is entered, then the user is not allowed to login into the application.
1.3 Exiting the Application
Purpose and DescriptionAfter you logon, the Logout option is available on the top right corner of every screen that enables you to exit the application. Clicking this option ends your current application session.
Note: If the application is active and the user does not work on the application for 10 mins or more, then the user’s session is ended.
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The home page that appears after successful login is as shown below:
Home Page of Travel Requisition
1.4 Normal Conveyance Requisition
Purpose and DescriptionThis menu enables the user to create new conveyance requisition request.
NavigationRequisitions New Expense Requisition Local conveyance Requisition
Opening Screen
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New Requisition Screen
About the ScreenThis screen enables the user to create new local conveyance requisition request.
To create new local conveyance requisition request:
Specify Period From and Period To Date.
Select Expenses Head
1. Select Expenses Head
2. Tick with bill if you have
3. Select From Location
4. Select To Location
5. Enter From Date in dd/mm/yyyy format.
6. Select Vehicle Owned By.
7. Select Vehicle
8. Select Fuel Type
9. Enter KM
10. Enter Bill no
11. Enter Amount
1. Select Expenses Head 2. Tick with bill if you have 5. Enter Date 6. Select Vehicle Owned by
3. Enter From Location 4. Enter To Location 7. Select Vehicle 8. Select Fuel Type 9. Enter KM
10. Enter Bill No
11. Enter Amount
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12. Enter Remarks
To Claim Internet/Courier/Printing & Stationery/Fax/Mobile –Post Paid/ Mobile Pre-Paid/Fooding/ Other Expenses/Meeting
1. Select Expense Head
2. Select From Location
3. Enter From Date in dd/mm/yyyy format.
4. Enter Amount.
5. Enter Bill No
6. Enter Remarks, Optional
To Edit expense detail click on icon.
To Delete expense detail click on icon.
Field Description
1. Select Expenses Head3. Enter From Date in dd/mm/yyyy format
5. Enter Amount
2. Enter From Location 6. Enter Remarks4. Enter Bill Number
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S No. Field Name Field Description Mandatory/Optional/Other Validation Rules
1. Form Date Text Box to enter the Tour start date.
Mandatory
2. To Date Text Box to enter the Tour end date.
Mandatory
3. Expenses Head Drop Down List to select Expense Head.
Mandatory
4. With Bill Checkbox to select whether expense bill is providing or not.
Optional
5. From Location Text box to enter from location Mandatory
6. To Location Text box to enter to location Mandatory, based on Expense Head
7. Date Text box to enter date. Mandatory
8. Vehicle Owned by
Drop Down List to select Vehicle Owned by
Mandatory, based on Expense Head
9. Vehicle Drop Down List to select Vehicle type
Mandatory, based on Expense Head
10. Fuel Drop Down List to select Fule type
Mandatory, based on Expense Head
11. KM Textbox to enter KM Mandatory, based on Expense Head
12. Bill No. Textbox to enter Bill Number. Mandatory if With Bill check box is selected.
13. Amount Textbox to enter amount Mandatory
14. Remarks Textbox to enter remarks Optional
1.5 My Conveyance Requisitions
Purpose and Description
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This menu enables user to search his expenses and view expenses status.
NavigationRequisitions My Expense Requisition
Opening Screen
My Expense Requisition
About the Screen
The above screen enables the user to view the expense requisitions. Select Status from DropDownList and click on Search button. By specifying From Date and To Date, you can view all requisition for that period.
By Clicking on View Button, User can view details of selected request.View Screen
There is a view comment icon at the end of every line. By clicking on that icon you can view the comments and amount approved by approvers.
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By Clicking on Edit button, User can edit details of selected request if request is in Open For Correction status.
Edit Screen
1.6 Approve Expense Requisitions
Purpose and DescriptionThis menu enables user to approve request that are pending for his approval.
NavigationRequisitions Approve Exp Requisitions
Opening Screen
Search Screen
About the Screen
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The above screen enables the user to view the expense requisitions that are pending for his approval. Select Status from DropDownList and click on Search button. By specifying From Date and To Date, you can view all requisition for that period.
Search Result
By clicking on View Button, user can view the details of selected request.
View Result
There is a view comment icon at the end of every line. By clicking on that icon you can view the comments and amount approved by other approvers.
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View Comments Screen
Approve the Request
To approve the request, select request and click on edit button.
Opening Screen
About the Screen
The above screen enables the user to view the selected expenses head details. Select expense head and click on View Detail button.
Next Screen
Enter the amount to be approved Enter Remarks
View Remarks
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Click on Submit button to save the changes. Then click on Approve button to approve the request.
Reject the Request
To reject the request, click on Reject button.
Opening Screen
Select level at which you want to reject the request. Enter remarks and click on Reject button.
Select level at which you want to reject the request.
Enter Remarks