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Basic Commands to operate Commands /n /o /nex F1 F4 F8 Tickmark Floppy sign Spects / Pencil
Description To go back by force To open a new session To logout by force For Help Search Execute Continue / Enter Save/ Post/ Park Edit
Important Tips
CSI System will get locked if the user enter wrong password for three Times. In CSI System DELETE is not allowed.
Delivery Postman Management System (DPMS) Only authorized users can access SAP DPMS. Each user is assigned a unique user ID and a unique credential (password or digital certificate). Every user who logs on to DPMS has specific rights that determine the functions that user can perform in the system. The system session times out (or expires) after a specified period of inactivity.
Double click on SAP Logon Icon Click on DPMS Label Link Under Accountable Mails Individual click on Bag Receive
Bag Receive Click on Double Square of Schedule ID Select the Correct Schedule as per your office Click on Fetch Expected Bags Received appears on the left side of the column Scan the Bag ID Label; it will appear in the scan bag column Click on Receive Button at Bottom Message appears: “(Total number)___Bag Received Successfully” If found correct Click on OK Button For each and every bag perform same procedure Regional Office PUNE 411001
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Close the window by clicking on X button
Bag Open Click on Bag Open Label link Scan Bag ID Label or type the Bag Bar Code Number Click on Enter Button Articles will appear under Scanned Articles Column Physically count and check all the articles If found Correct Click on Submit If not correct Click on Perform QA Button and Scan all the articles one by one
Issue to Postman Start the transaction using the menu path Click on Issue to Postman Enter Beat ID or Press F4 Click on Article No and Scan the article Click on Enter button. Scan all the articles and Click on Save Summary will be displayed. (RL /PL/ COD) If correct Click on OK.(Data Saved Successfully) Click on Print Delivery Manifest Print the Slip and Click on Cross (X) to close the window.
Taking Postman Return Click on Postman Return Click on Double Square of Beat ID. Select your Office Shift Number. Click on Fetch Button. All articles issued to postman will be displayed Select the undelivered articles one by one to enter the reason for non delivery Select the Reason Type for Non Delivery from the list. Action will be displayed automatically After entering reasons for Non Delivery Click on Enter button Delivery Status and Reason for Non Delivery will be displayed in front of each article number Click on Save button Postman Returns Summary will be displayed Click on OK
Redirection of articles Click on Redirection label. Regional Office PUNE 411001
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Enter Article Number. Select the Reason for Redirection. Enter Redirect Pin code Redirect Address 1, 2, 3. Click on Enter button.
Altering Postman Return Click on Return label. Click on Article number control. Select the Reason for Return control. Click on Enter button. Click on View/Modify. Click on OK button. Click on Save button.
Entering Articles on Hold (Articles in Deposit) Click on Article in Deposit link label. Click on Poste Restante / Normal label. Click on Enter button. Click on check box in front of the article number. Click on Save button.
DEALING WITH BULK MAIL Issue the Articles to Postman Click on Bulk Delivery Slip label. Click on double square of Bulk Addressee ID. Select the Bulk Address ID. Scan Article Number in the field. Click on Enter button. Summary will be displayed. Click on Save button. Click on Print Delivery Manifest button. Special Delivery Slip will be displayed. Print the slip. Click on Cross (X) button to close the screen.
Taking Returns of Bulk Articles Click on Bulk Delivery Return link label. Click on double square of Bulk Addressee ID. Select the Bulk Address ID. Click on Get Data button. Click on combo box. Click on Not Delivered Article Number and scan the article Click on Reason for Non Delivery combo box. Enter the reason for non delivery Regional Office PUNE 411001
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Select the Reason Type for Non Delivery from the list. Action will be displayed automatically Click on Save button. Summary will be displayed. If correct, click on Ok button Message appears “Data Saved Successfully” Click on Cross (X) button to close the screen.
EMO Mails Individual Issue the Money Orders to Postman Click on View/ Update Money Order label. Click on Enter button. Money orders will be displayed. Select the money orders for particular Beat and Click on Assign Beat button. To get slip printed Click on Print button. Delivery Slip will be displayed. Print the slip. Click on Cross (X) button to close the screen. Click on Save.
Invoicing Money orders Click on Invoice To Postman link label. Select the beat. Click on Get Data button. Select the Emo’s you wish to invoice to the postman. Click on Save button. Message appears “Are you sure, you want to save Data finally” Click on YES button Message appears “Data Saved successfully”
Supervisory Approval for Money orders Click on Supervisor Approval EMO link label. Click on ENTER button. Click on Select All button. Click on Approve button. Message appears “Data Saved successfully”
Cash Payment to Postman for EMO Under Treasury Head Click on Cash Payment To Postman link label. Click on Enter. List of Beats with amount will be shown. To select the beat, Click on check box. Click on Cash to Postman button. Regional Office PUNE 411001
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Message appears “Data Saved successfully”
Taking Returns for EMO Click on Return From Postman link label. Click on Beat Id. Select the beat. Click on Enter Button Click on Get Data button. Select the EMO’s for which you wish to update the Reason for Non-Delivery. It will be shown in the Non Delivery MO column Scan the eMO number Select Reason for Non Delivery, Reason Type. Action will be displayed automatically Click on Assign Button Click on Enter. It will display the reason in the box under Reason for Non Payment Click on Select All button. Return from Postman Summary for the particular beat will be displayed. Click on OK button Click on FINISH. Message displayed “Data Saved successfully”
EOD Supervisor Confirmation Click on EOD Supervisor Confirmation link label. Type /Select Beat ID Click on Enter. Click on the correct list item. Select the EMO and click on SAVE. Click on Enter button. Click on View Modified Address button. Click on OK button. Click on Save button.
Taking Cash Returns from Postman Click on Cash Return from Postman link label. Click on double square of Beat ID or press F4. Click on the required list item. Click on Enter button. Amount will be displayed Click on Receive Payment from Postman button. Account Document will be displayed Click on the Number to check that the account is nullified.
Redirection of EMO Click on Redirection link label. Scan Emo number in the Emo Number Column. Regional Office PUNE 411001
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Click on Reason for ReDirection and Select the Reason for Redirection. Click on Redirect pin code and type the PIN Code. Click on Redirected Address and type Redirected Address 1, 2, 3 Click on Enter Button Do the same procedure for all redirected eMOs
Taking Returns for EMO Click on Return link label. Scan Emo number in the Emo Number Column. Click on and select Reason for Return control Click on Enter button. Click on View/Modify button. Click on Save button. Click on Reason for Return combo box. Click on OK button. Click on Enter button. It will show supervisor approval screen for redirected and returned eMos. Click on Check mark control. (Redirected / Return). Click on Approve button.
To deliver money order to a bulk addressee Click on View/Update Money Order link label. Click on Enter button. Click on Select All button. Click on double square button of Customer ID field or press F4 Click on and select proper customer from list item. Click on Save button.
Issue Bulk Money Orders to Postman Click on Invoice To Postman (Bulk) link label Click on View/Update Money Order link label. Click on and select proper customer from list item. Click on Get Data button. Data for the customer will be displayed. Click on Print button. Print the Bulk Issue List for Postman. To close the screen, Click on Cross button. Click on Save button. Click on accept/reject link label. Click on your post office name. Click on Double Square of Shift No Select your office shift No. Click on double square button of Customer ID field. Click on the proper Bulk customer from list item. Click on Enter button. List will be displayed. To select the Money order Click on check box. Click on Reject button. Regional Office PUNE 411001
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Click on Save button. Warning message will be displayed. Click on Yes button.
Supervisory approval for Bulk Money Orders Click on EMO bulk approval link
Select shift, customer ID. Click on and select proper customer from list item.
Online Pickup To View/ Schedule/ Reschedule the Online Booked Transactions In the Online Pick Up block Click on View/Scheduling/Re-scheduling link label Articles booked from portal for pick up can be seen on screen- View/ Scheduling/ Re-scheduling. Facility ID, Pin code will be auto populated based on user id used for login. The date below would be present date and would also be auto-populated. Click on Enter button.
Online Pick Up View/Scheduling/Re-Scheduling screen would appear on Clicking on the enter button of the previous screen.
Select the Booking IDs from the checkbox, which is unique for each article booked at either POS or Portal. The customer name and address would be mentioned.
Beat ID can be assigned for the pickup of the article and by assigning beat a particular employee will be assigned.
Batch1 will be auto populated. Batch1 can be changed to Batch2 if required manually on the screen.
To look for a particular booking id Find option can be used by entering the booking id there.
Click on the save button.
Click on double square button of Shift No. field or press F4. Single-Click on the list item. For each Delivery Office there will be a shift, which may have more than one batch. Click on the Batch control A delivery office can have multiple beat id assigned to a batch id. Each beat Id will have beat name assigned to a particular employee id. Click on the list item. Regional Office PUNE 411001
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Click on Assign Beat button. By assigning the beat to booking id a particular postal employee will be assigned to pick up the article. Click on Save button.
To View Postman and Beat wise Requests of Online Booked Transactions Go to the Online Pickup block and Click on View Postman and Beat wise Requests link label. Articles booked from portal for pick up can be seen on screen- View/ Scheduling/ Re-scheduling. Facility ID, Pin code will be auto populated based on user id used for login. The date below would be present date and would also be auto-populated. Click on Enter button. Online Pick Up View/Scheduling/Re-Scheduling screen would appear on Click oning the enter button of the previous screen. Select the Booking IDs from the checkbox, which is unique for each article booked at either POS or Portal. The customer name and address would be mentioned. Beat ID can be assigned for the pickup of the article and by assigning beat a particular employee will be assigned. Batch1 will be auto populated. Batch1 can be changed to Batch2 if required manually on the screen. To look for a particular booking id Find option can be used by entering the booking id there.
Click on the save button.
Click on double square button of Shift No. field or press F4 Single-Click on the list item. For each Delivery Office there will be a shift, which may have more than one batch. Click on Batch control. A delivery office can have multiple beat id assigned to a batch id. Each beat Id will have beat name assigned to a particular employee id. Click on proper beat list item. Click on Assign Beat button. By assigning the beat to booking id a particular employee will be assigned to pick up the article. Click on Save button. .
To View Postman and Beat wise Requests of Online Booked Transactions
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Go to the Online Pickup block and Click on View Postman and Beat wise Requests link label.
Articles for pick up to be issued to postman from screen ‘View Postman and Beatwise Requests, can be viewed here. Facility ID, Pin code, shift will be auto populated based on user id used for login. Batch1 will be auto populated. Batch1 can be changed to Batch2 if required manually on the screen. Select Beat ID, this will auto populate Employee ID. Click on get data button, this will open the next screen
Click on your post office name. Click on Double Square of Shift No or press F4. Select your office shift No. Click on list item. Select the Beat ID Click on Get Data button. After Click oning get data button all the Booking IDs which have been assigned the same beat batch, shift in View/Scheduling/Re-scheduling screen will automatically appear here.
Select individual Booking Ids or else select all the Booking Ids from Select All button.
The message data saved successfully appears.
Delivery Postman Management System User Manual DOP Confidential 88
Customer name, item no and pick up address will appear here.
Beat ID will be assigned to the booking ID for the employee to pick up the article.
Click on Save button.
Click on Print button. Click on the print button in the View Postman and Beat wise Online PickUP Request screen.
The below shown print view will appear.
The Online Pickup Manifest will provide information with regard to the Booking ID.
The employee will take this printout along with him at the time of pickup and will enter the details at the time of transactions. The details will be used later at the time of confirmation.
Click on Cross (X) button. Click on Save button. In the online pick up block, Click on Confirmation link label. The screen will appear. This screen is used for articles either picked/not picked and is confirmed by postman from screenconfirmation.
Facility ID, pin code, todays date will be auto populated.
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Here we have to enter shift number and beat number manually. Batch id will auto populate as batch1, but we can manually change this to batch2 also.
Press ENTER button.
Click on double square of Facility ID field or press F4 Click on your post office name. Click on Double Square of Shift No or press F4 Select your office shift No. Click on double square button of Beat ID or press F4 Click on appropriate list item. Click on Enter button.
After Click on Enter button, below shown screen will appear.
Article Status can be saved as either picked or not picked. In case of not picked, select the reason for not picked from drop down list and also mention the remarks.
The screen will display information regarding senders name, payee address, req. pick up date with regard to each booking id.
Click on confirm button. Articles either picked/not picked are confirmed by postman from screen- confirmation.
The message ‘data saved successfully’ appears.
Click on Not Picked label for the unpicked articles. Click on combo box. Click on Sender request own drop list item. Click on pending label. Click on Confirm button.
For Supervisor confirmation of Online Booked Transactions Click on EOD Supervisor Confirmation link label.
Based on header fields data will be fetched for Accountable Articles, eMO, Online Pick up and Ordinary Mail. The Supervisor can see Delivery status, Non Delivery reason, Addressee Name, Actual recipient and can change article status, Non delivery reasons if required.
The Supervisor will be able to see redirected address using button (View/Modify). This will be based on action. If action is Redirected or changed to Redirected then only data inside pop up will be enabled else it will be in view form. On Click oning this button redirect pop up will come. This is applicable to both Accountable Articles and eMO.
Enter the remarks and Click on the save button.
Click on double square of Facility ID field or press F4 Click on your post office name. Regional Office PUNE 411001
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Click on Double Square of Shift No or press F4 Select your office shift No. Click on double square button of Beat ID or press F4. Click on appropriate list item. Click on Enter button. Click on Picked control. Click on Not Delivered label. Enter the Reason for Not Picked Double-Click on pending label. Click on Save button.
For Address Verification Bulk request for address verification can be uploaded into the respective channels at the time of booking. Click on View List link label. Click on double square of Facility ID field. or press F4 Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on Check box for which you want to assign beat. Click on Assign Beat button. Click on Save button. Click on Assign Beat link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on Save button.
For Address Confirmation Click on Address Confirmation link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Regional Office PUNE 411001
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Select the Beat ID Control. Click on ENTER button. Click on address verification dropdown arrow to give comment whether address is genuine or wrong. Select the id proof doc for genuine address. Enter ID proof number for genuine address. Click on save button
For Supervisor Approval of Address Confirmation Click on Supervisor Approval link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on ENTER button. Click on Select All button Click on check box for confirmation Click on View/Modify button. Address will be displayed. Check the same. Click on OK button. Click on check box. Click on Supervisor Approval button.
E-Post Delivery Customers can ePost the content, either through the POS counter at Post Office or using the web portal. It delivers the message very fast to the delivery office in electric form.
For Viewing/ Downloading ePost messages Click on View/Download EPOST link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on combo box Click on PRINT/SAVE FILE button. Click on Open button. List of Epost messages will be displayed. Click on Save button.
For Scanning ePost messages Click on Epost Outbound scanning link label. Click on double square of Facility ID field. Click on your post office name. Regional Office PUNE 411001
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Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on ENTER button. Click on Save button
For ePost messages Confirmation Click on ePost Delivery Confirmation link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on ENTER button. Scan the article and give the reason for non-delivery, if there is any undelivered ePost and give reason and reason type for that. Click on Save button.
Window Delivery To deliver an article to a person in case he is not at home. Click on Window Delivery for Accountable Mail link label. Click on double square of Facility ID field. Click on your post office name. Enter article number Click on Enter button Enter the details to which the article is Delivered. Click on ID Proof Document combo box. Click on voter id label. Click on ID Proof Number control. Enter ID Proof Number Click on PRINT button. Click on Cross (X) button. Click on Save button.
For Window Delivery for Money Order Click on Window Delivery for Money Order link label. Click on double square of Facility ID field. Click on your post office name. Enter eMO number Regional Office PUNE 411001
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Click on Enter button. Enter the details to which the article is Delivered. Click on ID Proof Number control. Enter ID Proof Number Click on PRINT button. Click on Save button.
Business Reply and Direct Post Transaction will be provided at Delivery Post office to capture the number of business reply mails and direct post delivered for a particular customer from the delivery post office. Click on Business Reply & Direct Post link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on ENTER button. Click on control. Enter Country Details, City Details. Press "Return". Click on double square of Service field. Click on Business reply mail control. Click on Type control. Click on Business reply Cards list item. Enter Count in the field Click on radio button. Click on Submit button.
Ordinary Mail Process To deliver articles which are neither registered or nor speed post.
Ordinary Mail Issue to postman Click on Issue to Postman link label. Click on double square of Facility ID field. Click on your post office name. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Shift No. field. Select your office shift No. Enter Count of Articles, Count of postage due articles and Value of Postage Due (Rs): Click on Save button.
Ordinary Mail taking returns from postman Regional Office PUNE 411001
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Click on Postman Returns link label. Click on double square button of Shift No. field. Enter shift number. Click on double square button of Beat ID field. Click on Beat ID. Click on Display Entries button. Click on Save label. Click on EOD Confirmation Enter Header Details Click on Enter Click on Save
Postman account Submission Click on Treasury Submit Accounts Postman link label. Click on double square of Facility ID field. Click on your post office name. Click on Enter button. Click on double square button of Shift No. field. Select your office shift No. Click on double square button of Batch ID field. Select Batch ID Control. Click on double square button of Beat ID field. Select the Beat ID Control. Click on Get Data button
Click on Cash Return from Postman link label. Click on Receive Payment from Postman label Click on Enter button.
BO Delivery To deliver articles to a BO Click on Outbound Scanning - EMO link label. Enter PO Id, BO ID and select the employee Id. Scan the EMO. Click on Enter button. Click on Save button. Click on Print button. Go to the Main DPMS screen & Click on Supervisor Approval (BO) link label. Enter PO Id Click on Enter button. Click on Approve Regional Office PUNE 411001
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For Delivery Confirmation of eMO Click on Delivery Confirmation - EMO link label. Enter PO Id, BO ID Click on Status combo box. Click on Payment Not Done label. Click on Reason for Non Payment combo box and select appropriate reason. Click on check box control. Click on Save & Post button. Click on OK button. Summary will be displayed. Click on Issue Articles to BO link label. Enter PO Id, BO ID Click on double square of BO Employee ID field. Select the employee id Enter Article number. Click on Enter button screen displayed Click on Save button.
For BO returns Click on BO Article Returns link label. Enter PO Id, BO ID Click on Fetch button. Click on Delivery Status combo box. Click on Delivered list item. Click on Save button.
Error Handling Messag e 000 002 003 004
Short text Please maintain Customer ID and Remarks for article no No data found for selected beat Please Clear Customer ID for article no & or change it to Bulk Please enter the values of all fields before proceeding
005
No data found for Selected Combination
010 014
Please enter Facility ID Please maintain valid beat for article no Invalid Combination of Facility ID, Beat No and Shift No Please select any row before deleting
025 048
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Actual Beat End Time is less than Actual Beat Begin Time Hold period cannot be more than & days. No file browsed Shift has not been started at POS Please Select Reason for Return to Proceed Please maintain data at item level
Please Maintain Profit Center Details for Facility Id Destination Office ID can’t be left Blank Kindly do not Enter Future Date
Reports Facility ID will auto populate. Press Enter button.
Articles in Deposit Report The report will show articles which are kept in deposit. Enter Batch ID. Click on Generate Report.
Postman Performance Report - Articles The report will show articles which are kept in deposit. Enter Batch ID. Click on Generate Report.
Postman Performance Report - eMO This report tells about the number of eMOs given to postman and the number of eMOs delivered by the postman Enter Batch ID. Click on Generate Report.
Address Verification Report This report tells about the verification status of the address. Enter the Booking ID. Enter Customer ID. Check the box according to which you want to check the report Regional Office PUNE 411001
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Accountable mail due collection report This report tells about the amounts collected by an employee and the remaining dues. Enter the date. Enter the employee id.
Consolidated abstract report This report tells about the total number of articles received, issued to postman, delivered, returned and redirected articles.
Select the article type and press enter.
Article discrepancy report This report tells about the lost or damaged articles. Enter the date and Click on search button.
Money order Audit report This report tells about the total money paid by the facility and the number of MOs delivered. Enter date of delivery. Select type of MO and then Click on enter button.
Past due time report This report shows all the schedules and pickup addresses. Enter from and to date and Click on enter button
Expected workload based on booking This report shows total booked articles, total received articles and pending for receipt.
Enter from date and to date and Click on search button.
Consolidated EMO abstract report. Enter dates and press Enter. Facility id will be auto-populate.
EMO bulk Treasury Report
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Facility ID will be auto populated. Enter shift number, batch and customer id. Beat ID and Employee ID will automatically populate. Press Enter.
POS Mail INLAND MAIL By Click oning on MAIL from Home Screen you will get following options. As per requirements you can Click one of the options and follow the procedure explained below:
Service Speed Post Registered Letter Registered Parcel Business Post Express Parcel Business Parcel Registered Newspaper Registered Newspaper-Bundle Blind Literature Registered Book Packet Business Reply Speed Post Registered Inland Letter Card Registered Pattern and Sample Packet Registered Printed Books Registered Periodicals
Button Inland Speed Post Registered Letter Registered Parcel Post Business Post Express Parcel Business Parcel Registered Newspaper Registered Newspaper-Bundle Blind Literature Registered Book Packet Business Reply Speed Post Registered Inland Letter Card Registered Pattern and Sample Packet Registered Printed Books Registered Periodicals
Click on back or press Escape to go back to the Mail screen. Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Enter Destination PIN Code or search using F8. In case of complete PIN code entry press tab to navigate to the prepaid field. Regional Office PUNE 411001
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Select desired prepaid mode from the dropdown, if applicable. {In case of prepaid mode as 'FM' enter License ID, SOM Number and Franking amount. Click on Ok or press Enter to save the details and go back to the main screen. Click on Cancel or press F2 to go back to the booking screen without saving. Amount gets automatically populated in the prepaid amount field. In case of 'PS' and 'SS', enter the prepaid amount and press tab. Check the pricing info as displayed on the screen and also check the 'Expected Delivery Date' and 'Routing Information' displayed on the screen} Affix barcode to the article and scan the same and press tab. If barcode is valid, then system enables remaining data inputs. Else, proper error message is displayed on the screen. Check the pricing info as displayed on the screen. Optionally, Click on Add Customer button or press F5 to amend customer information. Enter Sender Details. All the mandatory information needs to be inputted. Optionally Sender details can also be searched from frequently used Address. Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from frequently used Address or can be added to the list. To search from the Frequently Used Address List, either enters complete or partial Name or Mobile Number and press F8. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Additional Info or press F6 button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Enter further details to book one or more Speed Post articles. Sender details are retained with the earlier data. At this point customer addition is not allowed. To book another service use the menu bar on top to select the desired service. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Payment or press F12 to proceed for payment and complete the transaction Regional Office PUNE 411001
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Payment Click on Payment or press F12 to proceed for payment and complete the transaction Click on Submit or press Enter to make payment of full amount in cash
Payment by Card Click on Card or press F5 to make payment of full amount in card. Enter Customer Name, Card Number, Expiry Date (mm-yy), Authorization and Transaction ID. Select Card Type, Bank Name, and EDC from the respective drop downs.
Payment by POSB Account Click on Direct Debit or press F6 to make full or partial amount through POSB account
Payment by multiple modes Enter relevant amount in cash or direct debit mode and Click on Submit or press Enter. This amount gets added to the payment list. {For Registered Customers, additionally Click on either Demand Draft (F9) or Cheque (F10) to make payments in demand draft and cheque respectively. Enter all the relevant details for cheque or demand draft. For BNPL customers, Click on BNPL or press F7 to either debit from the customer's available balance or add to the customer's credit amount.} Choose any other available modes to make payment of the part of or full remaining amount. Enter the relevant details and press Submit or press Enter {Click on Cancel or press F2 to cancel the current transaction without completion In case of multi-mode payment, Click on any particular record and Click on Delete or press F3 to reverse the selected payment Click on Back or press Escape to go back to the booking screen and either book same or different service or delete one or more articles from the cart.} When due amount is zero, Click on enter to complete the transaction and generated the label and receipt for all the articles booked in this transaction.
To Add Customer Click on Add Customer button or press F5 to amend customer information. {For Non-POSB customer, select the Non-POSB radio button and enter the customer id and press F8. For POSB customer, select the Non-POSB radio button and enter the customer id and press F8. For PDA customer, select the Non-POSB radio button and enter the customer id and press F8.} Select the desired row and Click on Ok or press Enter to continue to the booking screen by selecting the customer. Regional Office PUNE 411001
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Once selected customer data will be auto-populated in Sender details section for POSB and Non-POSB customers. The details will be populated in the Addressee section in case of PDA customer. {Click on Cancel or press F2 to go back to the booking screen without selecting customer}
For Additional Information for Domestic Mails Click on Additional Info or press F6 button to provide additional information. To re-book article, check the Re-booking check box and select the original booking branch office from the drop down, wherever available and applicable. The postage amount due will be updated to zero for rebooking. For PIN code wise bundles, check the Pincode wise bundle check box, wherever available and applicable Check 'Postal Service'
to send the article on postal service
Defence Article
mark the corresponding check box,
Accountable article check 'Found in Letter found in letter box Box' C/O Post Master
Select the check box Automatically C/O Post Master will be appended in Addressee's address.
Enters Remarks if any Select the Pick Up Agent ID, Pick Up date and Pick Up Time, wherever available and applicable. Enter Delivery Instructions, wherever available and applicable Click on Submit {Press Enter to go back to the booking screen after saving the entered data. Click on Cancel or press F2 to go back to the booking screen without saving.}
For Frequently Used Address Enter details like Name, Address, Mobile, Email Check the checkbox beside address input to add the entered address to the list of Frequently Used Address. List will be updated post completion of the current transaction. To search from the Frequently Used Address List, either enters complete or partial Name or Mobile Number and press F8. Regional Office PUNE 411001
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Select the desired row to continue with the specific Frequently Used Address. All relevant details of Sender get automatically populated. {Click on Cancel or press F2 to go back to the booking screen without saving.}
For Value Added Services Proof of Delivery
Insuring the article
Check the corresponding check box Check the Insurance check box and enter the Insurance amount. Marking an article insured will automatically select Proof of Delivery
Acknowledgement Sending and Value Payable (VP)
Repayment mode as POSB Repayment mode as NEFT Door Delivery Contract customer 'Delivery in Person 'Advice of Delivery'
Check the 'Acknowledgement Fee' check box Check the 'Value Payable' check box. Enter the VP amount. Select the Repayment mode from the drop down. Check 'Not Intrinsic' id applicable. Enter the Account Number Enter the Account Number and IFSC code. Wherever available and applicable Select COD and enter COD amount Wherever available and applicable
Check the pricing info as displayed on the screen
To View Cart Click on Cart or press F11 to view the cart and optionally delete articles from the cart {All the articles added in the cart till now are displayed along with their individual postage amounts. Click on Cancel or press F2 to cancel the current transaction without completing the same. Regional Office PUNE 411001
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To delete an article from the cart, select the desired row and press F3 or Click on delete. Selected article will be removed from the cart}. Click on Ok or Press Enter to go back to the booking screen without any modifications.
For Pin Code Search Enter either complete or part of the PIN code and press F8. Select desired row from the PIN code help window. Optionally use further filtering criteria like PIN Code, Office Name, District, Taluk and press F8 or Click on search button City, State and PIN code of Addressee gets automatically populated. Click on Cancel button to go back to the booking screen without selection.
To View Held Bill Click on 'View Held Bills' button or press F8 from the home screen to resume or cancel the transaction without completion. Click on the desired transaction record and press Enter or Click on Submit to either complete or cancel it. {Click on the desired transaction record and Click on Cancel or press F2 to cancel the transaction without completion Click on Delete or press F3 to delete the particular record.} Click on Payment or press F12 to proceed for payment and complete the transaction.
For booking Business Post Click on Mail from Home Screen. Click on Business Post Button. (Business Post Booking Screen is displayed) Select the Service Type (Registered or Unregistered) Enter the Quantity. Select the desired services. {Once the desired services are selected, the applicable rate and total amount gets displayed} If applicable, select the customer details by Click oning on Add Customer button Click on Payment to proceed with Transaction.
For Registered Letter Click on Mail from Home screen Click on Registered Letter button Regional Office PUNE 411001
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Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Select desired prepaid mode from the dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Additional Info or press F6 button to provide additional information Click on Submit or press Enter to add this article to cart. Click on Cart or press F11 to view the cart. Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Parcel Click on Mail from Home screen. Click on Registered Parcel Post button. Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Enter Volumetric weight by entering the Length, Breadth, Height in case of Cuboid. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated Check Air if applicable. Check the displayed Pricing info. Select desired prepaid mode from the dropdown, if applicable. Check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Check the pricing info as displayed on the screen. Enter Sender Details. All the mandatory information needs to be inputted. Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from frequently used Address or can be added to the list. Regional Office PUNE 411001
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Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Click on Additional Info or press F6 button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Express Parcel Click on Mail from Home screen Click on Express Parcel button Enter weight of the article manually or Capture weight using integrated Weighing Machine Enter volumetric weight by entering the Length, Breadth, and in height case of Cuboid. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated Enter Destination PIN Code or search using F8. In case of complete PIN code entry press tab to navigate to the prepaid field. Select desired prepaid mode from dropdown and enter amount, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Check the pricing info as displayed on the screen Enter Sender Details. All the mandatory information needs to be inputted Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from frequently used Address or can be added to the list. Select desired Value Added Services (VAS) and che Check pricing information displayed. Enter related information associated with selected VAS Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Business Parcel Click on Mail from Home screen. Regional Office PUNE 411001
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Click on Business Parcel button. Enter weight (in grams) and press tab. Enter volumetric weight by entering the Length, Breadth, and Height in case of Cuboids. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated. Enter Destination PIN Code Select desired prepaid mode from the dropdown, if applicable Check the pricing info. Affix barcode to the article and scan the same and press tab. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Click on Additional Info or press F6 button to provide additional information Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Newspaper Click on Mail from Home screen Click on Registered Newspaper button Enter weight (in grams) and press tab. Check AMS option if applicable Select desired prepaid mode from dropdown, if applicable Check the pricing , Expected Delivery Date and Routing Information displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Click on Additional Info button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction Regional Office PUNE 411001
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For Booking Registered Newspaper-Bundle Click on Mail from Home screen Click on Registered Newspaper-Bundle button Enter weight (in grams) of the article manually or Capture weight (in grams) using integrated Weighing Machine and press tab. Check AMS option if applicable Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Addressee Details. All the mandatory information needs to be inputted. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Click on Additional Info button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Blind Literature Click on Mail from Home screen Click on Blind Literature button Enter weight (in grams) and press tab. Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Regional Office PUNE 411001
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Click on Additional Info button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Book Packet Click on Mail from Home screen Click on Registered Book Packet button Enter weight (in grams) and press tab. Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS Click on Additional Info button to provide additional information. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Business Reply Speed Post Click on Mail from Home screen Click on Business Reply Speed Post button Enter weight (in grams) and press tab. Enter Destination PIN Code or search using F8. In case of complete PIN code entry press tab to navigate to the prepaid field. Select desired prepaid mode from dropdown, if applicable
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Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. All the mandatory information needs to be inputted. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Inland Letter Card Click on Mail from Home screen Click on Registered Inland Letter Card button Enter weight (in grams) and press tab. Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Pattern and Sample Packet Click on Mail from Home screen Click on Registered Pattern and Sample Packet button Regional Office PUNE 411001
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Enter weight (in grams) and press tab . Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
For Booking Registered Printed Book Click on Mail from Home screen Click on Registered Printed Books button Enter weight (in grams) and press tab. Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
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For Booking Registered Periodical Click on Mail from Home screen Click on Registered Periodicals button Enter weight (in grams) and press tab. Check AMS option if applicable Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. Enter Sender Details. Enter Addressee Details. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
FOREIGN MAIL
For Booking different types of foreign articles following Procedure is used Click on International Mail from Home screen And then Click on appropriate option listed below for booking the articles:
Service
Button
EMS Merchandise
EMS Merchandise
EMS Document
EMS Document
Regd Foreign Air Mail Parcel
Air Parcel
Regd Foreign SAL Parcel
SAL Parcel
Registered Foreign
International Letter
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Letter International Flat Rate Box (FRB)
International FRB Service
International Registered M Bag
International Registered M Bag
International Blind Literature
International Blind Literature
Foreign Registered Newspaper
Letter
Registered International Printed Papers
International Printed Papers
Registered Foreign Small Package
International Registered Small Packet
Enter weight (in grams) and press tab. Enter volumetric weight (if applicable) by entering the Length, Breadth, and Height in case of Cuboid. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated Select Destination country from the drop down press tab to navigate to the prepaid field. The transport mode is by default selected as AIR/SAL as the case may be. Select desired prepaid mode from dropdown, if applicable Check the pricing info as displayed on the screen and also check the Expected Delivery Date and Routing Information that is displayed on the screen. Affix barcode to the article and scan the same and press tab. If customs duty is being paid by the customer, then check the corresponding check box and enter the customs duty amount If required, Click on Restricted Article button or press F7 to open the document listing the restricted and prohibited articles Enter Sender Details. Enter Addressee Details. The custom declaration form gets generated wherever required. Select desired Value Added Services (VAS) and check pricing information displayed. Enter related information associated with selected VAS. Regional Office PUNE 411001
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Click on Submit or press Enter to add this article to cart and optionally proceed for another booking Click on Cart or press F11 to view the cart and optionally delete articles from the cart Click on Payment or press F12 to proceed for payment and complete the transaction
PHILATELY
To sell Philately Stamps Click on Philately from the Home screen. Click on Philately Button in the Philately sub menu. All the philatelic stamps are displayed on the screen. Only those stamps, the stock of which is available with the operator can be sold. Click on Back or press Escape to go back to the Mail screen Enter stamp name and press Search button to search for particular stamp(s). Click on 'Book' for the desired stamps and check the price information and quantity as displayed on the screen. Selected stamp gets added to the cart. Continue adding stamps as they are required. Click on Payment or press F12 to continue for payment and complete the transaction. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same.
To Open PDA -Philately Click on Philately from Home screen. Click on PDA Open sub menu under Philately. Select PDA type, either Domestic or International from the dropdown. In case of International, the Philatelic Bureau will be auto-populated as Mumbai G.P.O Select Purpose of opening from the dropdown. If the Purpose of opening is for gift purpose, then enter the details in Gifted to section. Select the Dispatch Frequency from the dropdown. Select the Dispatch mode from the dropdown.
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User enters all the mandatory details like Name, Address, Email, and Contact Number on the screen. To search using PIN Code (for domestic address only), enter either complete or part of the PIN code and press F8. If applicable, enter all mandatory details for the Gift Sender like Name, Address, Email, and Contact Number on the screen. To search using PIN Code (for domestic address only), enter either complete or part of the PIN code and press F8. Select the Nearby Bureau for the dispatch. Select the hint question from the drop down and enter the answer for the same. Click on Cancel or press F2 to cancel the transaction. Click on Reset or press F3 to reset the entered data. Click on Submit or press Enter to navigate to the Standing Instructions page and enter the desired details in the standing instruction navigation screen. Click on Submit or press Enter to save the changes made in every modified page to save the changes for standing instructions. Click on Back or press Escape to navigate to the basic details screen. Click on Navigation arrow to navigate to the other standing instructions pages and input the relevant quantities against the applicable standing instructions. Click on Payment or press F12 to proceed with payment for the transaction. On successful account creation, PDA number is displayed on the screen.
To Recharge PDA -Philately Click on Philately from Home screen. Click on PDA Recharge sub menu under Philately. Enter the PDA number and press F8 to search for the relevant details. The account details get displayed on the screen. Enter the recharge amount. Click on Payment or press F12 to proceed for payment and complete the transaction.
To Check PDA -Philately Click on Philately from Home screen. Click on PDA Balance Check sub menu under Philately. Enter the PDA number and press F8 to retrieve the balance details of the account. The balance details get displayed on the screen. Click on Reset or press F3 to reset the entered data. Click on back or press Escape to return to the Philately sub-menu screen. Regional Office PUNE 411001
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To Update PDA -Philately Click on Philately from the Home Screen. Click on PDA Update sub menu under Philately PDA Update screen is displayed Enter the PDA number and press F8 to search the details for the particular Philatelic account. All the account details along with the Standing instructions get displayed on the main and standing instruction screen. Click on Reset or press F3 to reset the screen details. Reset can be done until no changes are made in the account and/or standing instruction details. Update all the relevant details (whichever permitted) like address, email, mobile number, and bureau accordingly. To search using PIN Code, enter either complete or part of the PIN code and press F8. To update (add or remove or modify) standing instructions for that account, Click on the Standing Instruction button. Current standing instructions are displayed on the screen. To navigate to the other standing instructions page, Click on the Navigation button.
Make necessary modifications and Click on Submit button or press Enter in every modified page to save the changes. To go back to the main screen Click on back or press Escape. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Submit or press Enter to submit the modifications made in the account and/or standing instruction details.
To Close PDA -Philately Click on Philately from Home screen. Click on PDA Close sub menu under Philately. Enter PDA number and press F8 to search the details of the PDA. PDA details like Name, Address, Creation Date, and Purpose of account opening, mobile number and email get displayed on the screen. Select the reason for closing the PDA account from the dropdown. Enter Remarks for closure in the Remarks field. Regional Office PUNE 411001
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Select the mode of refund from the dropdown. If refund is required in cash, then select the mode as 'Cash' and press Enter or Click on Submit button. If refund is required in money order or cheque, then select the same from the drop down. In case the dispatch address is different from the account address (as displayed on screen), then edit the dispatch address for the same. To search using PIN Code, enter either complete or part of the PIN code and press F8. If refund is required through direct credit into POSB account then select POSB from the drop down. Enter the POSB account number and account holder's name to continue with the submission of the closure request. If refund is required through other bank transfer, then select 'Bank Transfer' from the drop down. Enter Bank Name, Holder Name, Account Number and IFSC code to continue with the closure of the request. Click on Submit or press Enter to submit the closure request. In case of cash mode, refund will be processed by the treasurer. For other modes, refunds will be processed through workflows. Click on Cancel or press F2 to cancel the transaction Click on Reset or press F3 to reset the entered data
PRODUCT SALE Click on Product Sales from Home Screen Click on Back or press Escape to go back to the Mail screen If product code is known enter the same and press Enter or Click on submit to add the product to the cart. Else scan the product code and press Enter or Click on Submit to add the same into the table. Click on Product Search or press F5 to search from available products using search criteria like Product Category, Item Code, Bar Code, Item Price, and Item Description. Product Search screen displays all the available products as soon as screen is opened. Enter relevant search criteria and Enter or Click on submit to search for the desired product. Optionally, Click on Add Customer button or press F8 to amend customer information. Click on the quantity field to modify the quantity. Click on Bill Look up or press F9 to perform Bill Look up. Click on Reset or press F3 to remove the selected article from the table without adding to the cart. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Submit or press Enter to add the products displayed in the table to the cart. Click on Cart or press F11 to view the cart and optionally delete articles from the cart Regional Office PUNE 411001
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Check the pricing information that is displayed on the screen. To book another service use the menu bar on top to select the service. To add more products to the cart continue the above process to either scan or search products. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction.
BILL LOOK UP Enter Receipt Number and press Enter or Click on Submit to search for the particular receipt Enter Counter Number and press Enter or Click on Submit to search for the transactions performed at that counter. Enter From and To Receipt Date to search for the transactions performed in that date range. If required, club more than one search criteria to search. Select the particular record and Click on Save as PDF or press F4 to save the receipt in PDF format. Click on back or press Enter to go back the main screen.
PRODUCT SEARCH Select the product category from the drop down. Click on Submit or press Enter to search for the selected product category. To search using short description, press F9 or Click on Item Code button and enter the same and Click on Submit or press Enter. To search using barcode, press F5 or Click on Item Code button and enter the same and Click on Submit or press Enter. To search using item price, press F8 or Click on Item Code button and enter the price range (to and from) and Click on Submit or press Enter. To search using item code, press F4 or Click on Item Code button and enter the same enter and Click on Submit or press Enter. If required, club more than one search criteria to search. Select the particular record and Click on Submit or press Enter to add the article in the selling list. For Flat Rate Box sale, enter the Serial Number and Click on Ok or press Enter to add the same into the cart. To go back to the search screen without making any changes press Escape or Click on Bon Back. Click on back or press Enter to go back the main screen
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IPO Sale Click on the IPO button from the Home Screen. Click on IPO Sale button from the sub menu. Click on back or press Escape to go back to the Mail screen. Select the IPO Denomination from the drop down System displays the list of all series of that IPO denomination available at the counter. Enter the number of IPOs of selected denomination to be sold. Click on the desired row and system populates automatically from and to serial numbers and prefix. If IPO is spoilt or duplicate, then check the respective check boxes. And select the reason from the drop down. Spoilt or duplicate IPO details get passed to the Supervisor in BO application where the Supervisor appropriately approves or rejects the IPO with remarks. Print or duplicate IPOs cannot be clubbed with any other transaction. Click on Submit or press Enter to add the selected IPO(s) to the cart. Enter further details to sell more IPOs. At this point customer addition is not allowed. To book another service use the menu bar on top to select the desired service. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Payment or press F12 to proceed for payment and complete the transaction
IPO Payment Click on IPO from the Home Screen. Click on IPO Payment button from the sub menu Click on back or press Escape to go back to the Mail screen. Select either payment is being made for IPO or FPO Enter the Prefix and Serial Number of IPO Select the denomination of IPO from the drop down Enter the issue date or select the same using the calendar input and Click on the validate button to validate the IPO On validation, record is displayed on the screen. Regional Office PUNE 411001
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Optionally enter Remarks. Click on Submit or press Enter to add the selected IPO(s) to the cart for future payment. Enter further details to make payment for more IPOs. At this point customer addition is not allowed. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction
Bulk IPO Payment Click on IPO from the Home Screen. Click on Bulk IPO Payment button from the sub menu. Click on back or press Escape to go back to the Mail screen. Browse and Upload the IPO manifest file Click on the Validate button to validate the status of the IPOs On validation, result is displayed on the screen. Click on Submit or press Enter to add this IPOs to cart and optionally proceed for another upload. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction.
MONEY REMITTANCES
To Book Electronic Money Order (EMO) Click on Money Remittances from Home Screen Click on Electronic Money Order button from the sub menu Click on back or press Escape to go back to the Mail screen. Enter the money order amount in the MO value field Optionally select the Message Code from the drop down or enter custom message In case of Service MO, check the 'Is Service MO' check box. Check the pricing information as displayed on the screen Regional Office PUNE 411001
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In case of money order rebooking, check the 'Is Rebooking' check box and select the Branch office name as Original Booking office from the drop down. To send many to one money orders check the corresponding check box Optionally, Click on Add Customer button or press F5 to amend customer information. Enter Sender Details. All the mandatory information needs to be inputted. Optionally Sender details can also be searched from frequently used Address. Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from frequently used Address or can be added to the list. To search from the Frequently Used Address List, either enter complete or partial Name or Mobile Number and press F8. Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. Enter further details to book one or more EMOs. Sender details are retained with the earlier data. At this point customer addition is not allowed. To book another service use the menu bar on top to select the desired service. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Payment or press F12 to proceed for payment and complete the transaction
To Book Instant Money Order (IMO) Click on Money Remittances from Home Screen Click on Instant Money Order button from the sub menu Click on back or press Escape to go back to the Mail screen. Enter the money order amount in the MO value field Check the pricing information as displayed on the screen Optionally select the Message Code from the drop down or enter custom message To send many to one money orders check the corresponding check box Optionally, Click on Add Customer button or press F5 to amend customer information. Enter Sender Details. All the mandatory information needs to be inputted. Optionally Sender details can also be searched from frequently used Address. Regional Office PUNE 411001
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Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from frequently used Address or can be added to the list. To search from the Frequently Used Address List, either enter complete or partial Name or Mobile Number and press F8. Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. The secret number is generated. Enter further details to book one or more IMOs. Sender details is retained with the earlier data. At this point customer addition is not allowed. To book another service use the menu bar on top to select the desired service. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Payment or press F12 to proceed for payment and complete the transaction.
For Payment of Instant Money Order (IMO) Click on Money Remittances from the Home screen Click on Instant Money Order Payment button from the sub menu Enter the Secret Code and press F8 to validate and retrieve the details of the money order Details like Money Order Amount, Message and Sender and Payee get automatically populated on the screen Select the ID type from the drop down and enter the number and expiry date for the same Click on Payment or press F12 to proceed for payment and complete the transaction.
To book International Euro Giro Money Order Click on Money Remittances from Home screen Click on International Euro Giro MO Button from the sub menu Click on back or press Escape to go back to the Mail screen. Select the Destination Country from the drop down. Select the Service Provider bank from the drop down Select the Currency based on the destination country Enter the money order amount in the destination currency. The equivalent INR amount gets automatically populated on the screen Check the pricing information as displayed on the screen Regional Office PUNE 411001
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Enter the Swift Code or IBAN, whichever is applicable for the destination country Enter the Bank Account Number and Branch accordingly Optionally, Click on Add Customer button or press F5 to ammend customer information. Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. All the mandatory information needs to be inputted Click on Additional Info or press F6 button to provide additional information. Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Payment or press F12 to proceed for payment and complete the transaction
To book International IFS Money Order – Normal Click on Money Remittances from Home screen Click on International IFS Normal MO Button from the sub menu Click on back or press Escape to go back to the Mail screen. Select the Destination Country from the drop down. Select the Service Provider bank from the drop down Select the Currency based on the destination country Enter the money order amount in the destination currency. The equivalent INR amount gets automatically populated on the screen Check the pricing information as displayed on the screen Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. All the mandatory information needs to be inputted Click on Additional Info or press F6 button to provide additional information. Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Payment or press F12 to proceed for payment and complete the transaction.
Additional Information for International Money Order In case of IFS Money Order, check either 'Free of Charges', 'Post Restante', 'Addressee Only' 'Notify Recipient', whichever available and mandatory or applicable. Regional Office PUNE 411001
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Select the desired Payment Mode radio button, whichever is available and applicable. Select the radio button to indicate who is pay the commission, whichever is available and applicable. Select the Purpose from the drop down. Select the Purpose of funds from the drop down. Select the Occupation from the drop down. Select sender's date of birth from the calendar. Select Payee contact mode from the drop down. Select Relationship with Payee. Select the ID type, ID number and ID issuer Select the nationality Check if remitter is PEP as per RBI guideline Select document type to be uploaded and browse and upload the same. ID Proof, Address Proof, Purpose Proof and Application form need to be uploaded. Enter the Money order message. Enter routing information if applicable.
To book International IFS Money Order – Urgent Click on Money Remittances from Home screen Click on International IFS Urgent MO Button from the sub menu Select the Destination Country from the drop down. Select the Service Provider bank from the drop down Select the Currency based on the destination country Enter the money order amount in the destination currency. The equivalent INR amount gets automatically populated on the screen Check the pricing information as displayed on the screen Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. All the mandatory information needs to be inputted Click on Additional Info or press F6 button to provide additional information. Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. Click on Payment or press F12 to proceed for payment and complete the transaction.
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Click on Money Remittances from Home screen Click on International IFS Urgent MO Button from the sub menu Select the Destination Country from the drop down. Select the Service Provider bank from the drop down Select the Currency based on the destination country Enter the money order amount in the destination currency. The equivalent INR amount gets automatically populated on the screen Check the pricing information as displayed on the screen Enter Sender Details. All the mandatory information needs to be inputted Enter Addressee Details. All the mandatory information needs to be inputted Click on Submit or press Enter to add this money order to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Payment or press F12 to proceed for payment and complete the transaction
MISCELLANEOUS SERVICES
Post Bag Click on Miscellaneous Services from the Home Screen. Click on Post Bag icon from the sub menu. Click on New Registration or press F4 to temporarily book a post bag. Click on Renew or press F5 to renew a post bag. Click on Address Change or press F6 to change the address of the post bag. Click on Duplicate Key or press F7 to temporarily book a post bag. Click on Payment or press F12 to proceed for payment and complete the transaction After successful completion of payment the post box number is displayed on the screen. Post verification, supervisor approves or rejects the request from the Post Bag assignment screen from Back Office.
Bill Look Up Select the Nature of Business from the drop down. Select whether application is made by individual or company.
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Enter name, address, mobile number and email of the customer. In case the address is saved in the frequently used address list, enter the full or partial name and press F8 to search from the Frequently Used Addresses. To search using PIN Code, enter either complete or part of the PIN code and press F8. In case of company application, enter the Name and Designation of the representative. Click on back or press Escape to go back to the previous screen. Select the tenure from the drop down. Check the total charges displayed on the screen. Browse and upload the proof of identity Click on Payment or press F12 to proceed for payment and complete the transaction Click on back or press Escape to go back to the previous screen. Click on back or press Escape to go back to the previous screen. Enter Receipt Number. Optionally enter remarks for cancel or surrender. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction Click on Submit or press Enter to make payment of full amount in cash.
Post Box Click on Miscellaneous Services from the Home Screen. Click on Post-box icon from the sub menu. Click on New Registration or press F4 to temporarily book a post bag. Click on Renew or press F5 to renew a post bag. Click on Address Change or press F6 to change the address of the post bag. Click on Duplicate Key or press F7 to temporarily book a post bag. Click on Payment or press F12 to proceed for payment and complete the transaction After successful completion of payment the post box number is displayed on the screen. Post verification, supervisor approves or rejects the request from the Post Bag assignment screen from Back Office.
To Avail Post Bag and Post Box Click on Miscellaneous Services from the Home Screen. Regional Office PUNE 411001
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Click on Post Bag and Post Box icon from the sub menu. Click on New Registration or press F4 to temporarily book a post bag. Click on Renew or press F5 to renew a post bag. Click on Address Change or press F6 to change the address of the post bag. Click on Duplicate Key or press F7 to temporarily book a post bag. Click on Payment or press F12 to proceed for payment and complete the transaction After successful completion of payment the post box number is displayed on the screen. Post verification, supervisor approves or rejects the request from the Post Bag assignment screen from Back Office.
To Recall Inland Articles To Recall Domestic Mails, Domestic Money Orders and International Money Orders. Click on Miscellaneous Services from the Home Screen. Click on Inland Recall Articles button from the sub menu. Enter the Tracking Number in case of domestic mails and money orders and the PNR number in case of international money orders and press F8 to retrieve the details of the article or money order. Check the displayed record that whether it is recallable or not. If recallable, select the record and continue with payment to recall the same. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Payment or press F12 to proceed for payment and complete the transaction
To Submit Tender Application Fee Click on Miscellaneous Services button on the Home Screen. Click on Tender Application Fee button from the sub menu Click on back or press Escape to go back to the Mail screen. Enter the Tender Number and press F8 to search for the entered tender details. Select the relevant tender record from the displayed results. To continue without selection Click on Close button or press F12. Tender Date and Tender Description gets automatically populated on the screen. Enter the Tender Amount. Optionally enter the AD Number. Regional Office PUNE 411001
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Enter Vendor ID or Customer ID and press F8 to validate and ID and fetch the details for the vendor or customer. Check the 'Is Customer' check box to search for customers. Name, Address, Mobile and Email get automatically populated on the screen. Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Bill Hold or press F4 to suspend the current transaction before completion. Click on Payment or press F12 to proceed for payment and complete the transaction.
To book Earnest Money Deposit Click on Miscellaneous Services button on the Home Screen. Click on Earnest Money Deposit button from the sub menu Enter the Tender Number and press F8 to search for the entered tender details. Select the relevant tender record from the displayed results. To continue without selection Click on Close button or press F12. Tender Date and EMD Description gets automatically populated on the screen. Enter the EMD Amount. Enter Vendor ID or Customer ID and press F8 to validate and ID and fetch the details for the vendor or customer. Check the 'Is Customer' check box to search for customers. Name, Address, Mobile and Email get automatically populated on the screen. Click on Payment or press F12 to proceed for payment and complete the transaction.
To Collect Pledge Fee Click on Miscellaneous button from the Home Screen. Click on Pledge Fee button from the sub menu. Click on back or press Escape to go back to the Mail screen. Enter the Name of the Pledger or Transfer. In case the address is saved in the frequently used address list, enter the full or partial name and press F8 to search from the Frequently Used Addresses. To search using PIN Code, enter either complete or part of the PIN code and press F8. Enter the address details for the Pledger or Transfer. If selected from frequently used address list, these details get automatically populated. Enter the Name of the Pledgee or Transferee. In case the address is saved in the frequently used address list, enter the full or partial name and press F8 to search from the Frequently Used Addresses. Enter the NSC Registration number. Enter the Serial number of the NSC. Regional Office PUNE 411001
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User enters the date of certificate Enter the Name of Office of Issue of the Certificate. Select the denomination of NSC certification from the dropdown. Enter details like Pledge Description, Pledge Purpose, Pledge Fee Amount and Designation of Gazetted Officer or Bank Name. Click on Submit or press Enter to save or add this NSC details. Repeat the earlier steps pertaining to NSC to pledge more number of NSCs. Click on Cart or press F11 to view the list of NSCs already pledged and optionally delete NSCs from the NSC cart. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction
To Collect Cable TV Grant Click on Miscellaneous Services button from the Home Screen. Click on Cable TV Grant button from the sub menu. Click on back or press Escape to go back to the Mail screen. Enter the Name of the Customer. In case the address is saved in the frequently used address list, enter the full or partial name and press F8 to search from the Frequently Used Addresses. To search using PIN Code, enter either complete or part of the PIN code and press F8. Select the nationality of the customer from the drop down. Choose whether nationality is by birth or by domicile. Enter details like Proposed Set up Area, Number of channels to be provided, name of the channels, number or doordarshan channels, TVRO number, size, location Enter the cable TV registration fee. Browse and upload the form. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction
To Take Request for Postal Identification Card Click on Miscellaneous Services from the Home Screen. Click on Postal Identification button from the sub menu Click on back or press Escape to go back to the Mail screen. Regional Office PUNE 411001
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Select the purpose and mode. Currently the available purposes and modes are New and Normal and hence they are selected by default. Enter the Name of the applicant. Enter Father's Name. Enter Place of Birth. Enter Designation. Enter Complexion. Enter Date of Birth in DD-MM-YYYY format or press F8 to select the same from the calendar. Enter Personal Identification Mark. Enter Height. Select ID card delivery mode from the drop down. Check the Fees and pricing information that is displayed on the screen. Enter Telephone Number. Enter Blood Group. Enter Mobile Number. Enter the present address. If Permanent address is the same as the present address then Click on 'Same as Present' check box and the present address details get automatically populated in the permanent address section. If applicant is a tenant then Click on Tanat button press F4 to capture the name, address, contact number and email of the owner. If employed, then Click on Employee button or press F5 to enter employment details like employer name, address, employee id, email and mobile number. Click on Additional Information or press F6 to enter additional information. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction
FINANCE
Postal Banking Service Click on Finance from Home Screen. Click on Postal Banking Service Button. If Single Sign on (SSO) is not enabled then log in to the financial application. Regional Office PUNE 411001
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Select Cash Transactions (CTM) from the menu. Transaction maintenance screen is displayed. Select "A - Add" from the function dropdown. Select function type as Deposit/Withdrawal. Click on Go Button. Enter all the mandatory fields in the screen and Click on Post button. Transaction Id along with transaction date is displayed for confirmation. Perform multiple transactions following the above steps. After all transactions are completed, log out of Financial. Click on Enter button in the POS screen. System displays all the transaction records for the user in that session in tabular format. Click on the Close button and cash balance is updated accordingly.
For Postal Life Insurance Cash Transactions Click on Finance from Home Screen. Click on Postal Life Insurance Button. If Single Sign On (SSO) is not enabled then log in to the PLI application. Select Collection from the menu. Enter all the mandatory fields in the collection screen. Perform the transaction in cash mode. Receipt number is displayed as confirmation. Perform multiple transactions following the above steps. After all transactions are completed, log out of PLI application. User Click ons Enter button in the POS screen. All transaction records for the user in that session are displayed in tabular format. Click on Enter button in the POS screen. Click on the Close button and cash balance is updated accordingly.
FRANKING MACHINE
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Click on Franking Machine from Home screen. Click on New License Fee Deposit sub-menu under Franking Machine. Select the License Type from the drop down. Select Circle from the drop down. Select the corresponding Division from the drop down. Select the corresponding Designated Post Office. Select the corresponding Licensing Authority. Choose 'Yes' if the customer is an existing customer. Enter Customer Code and press F8. Customer details get auto-populated in the respective fields. If the customer is not an existing customer, enter details (Name, Address, Telephone, Mobile, Fax and eMail) of the new customer. All the mandatory information need to be updated. Click on Payment or press F12 to proceed and make payment for the transaction. Click on Cancel or press F2 to cancel the transaction. Click on Reset or press F3 to reset the entered data
To recharge Franking Machine License: Click on Franking Machine from Home screen Click on Franking Recharge Request sub-menu under Franking Machine If User has the CRN/License No., enter the same and press F8. License details will get auto-populated on the screen If User has License identifier, enter the same and press F8. License details will get auto-populated on the screen For Individual and Commercial licenses, enter the recharge amount where the minimum first time recharge amount is Rs. 2000/- and for subsequent recharged the minimum amount is Rs. 1000/For Departmental and Departmental(CC) licenses, the minimum recharge amount is Rs. 1/Click on Payment or press F12 to proceed and make payment for the transaction Click on Cancel or press F2 to cancel the transaction Click on Reset or press F3 to reset the entered data
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If User has the CRN/License No., enter the same and press F8. License details will get auto-populated on the screen If User has License identifier, enter the same and press F8. License details will get auto-populated on the screen Renew amount is auto-populated as Rs. 375/If renewal is being done within the last month of expiry, additional Rs. 100/- would be charged as fine and amount is auto-populated as Rs. 475/Click on Payment or press F12 to proceed and make payment for the transaction Click on Cancel or press F2 to cancel the transaction Click on Reset or press F3 to reset the entered data
To Book Franking Request Status Click on Franking Machine from Home Screen From the Franking Machine sub menu, User Click ons on Request Status Enter the ACG 67 number in the Transaction ID field and press F8 The Customer ID, Customer name and the Request status appears on the screen
To Book Franking- Address Change Request Click on Franking Machine from Home screen Click on Franking Address Change Request sub-menu under Franking Machine If User has the CRN/License No., enter the same and press F8. License details will get auto-populated on the screen If User has License identifier, enter the same and press F8. License details will get auto-populated on the screen Select the Reason for Address Change from the dropdown If 'Address Change-Same Licensing Authority & same designated Post Office' is selected, change either Contact Person details, Address and Contact number details or all as requested by the customer If 'Address Change-Same Licensing Authority & Different designated Post Office' is selected, change either the Contact Person details, Address and Contact number details, Designated Post Office or all as requested by the customer Click on Cancel or press F2 to cancel the transaction Click on Reset or press F3 to reset the entered data Click on Payment or press F12 to proceed for payment and complete the transaction Click on Submit or press Enter to make payment of full amount in cash. Regional Office PUNE 411001
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To Book Franking Machine Rebate/Refund Click on Franking Machine from Home screen. Click on Franking Machine Rebate/Refund sub-menu under Franking Machine. Select the rebate type. If Refund is selected, the select the Refund Reason from the dropdown. If Rebate type is selected as 'Usage' then enter CRN/License No., License Identifier, Old SOM No., Old Ascending Register Reading, New SOM No., New Ascending Register Reading. Total Consumption gets auto-populated. Rebate amount gets auto-populated as 3% of the total consumption. If Rebate type is selected as 'Pre Soring' then enter CRN/License No., License Identifier, New SOM No., New Ascending Register Reading, Mail Value. Rebate amount gets auto-populated as 2% of the mail value. If Refund type is selected as 'Error Impression' then enter CRN/License No., License Identifier, New SOM No., New Ascending Register Reading, No. of Articles. Enter the Refund amount manually. If Refund type is selected as 'License Cancellation' then enter CRN/License No., License Identifier. Enter the Refund amount manually. If Refund type is selected as 'License Not Approved' then enter ACG 67 Receipt No. Enter the Refund amount manually. Select the mode of payment from the dropdown. Click on Submit or press Enter to submit the rebate/refund request. Rebate/refund request will be passed to Supervisor at the back office for approval. Post approval by Supervisor the request is passed to Treasurer for payment. Click on Cancel or press F2 to cancel the transaction. Click on Reset or press F3 to reset the entered data.
To Cancel Franking Machine License Click on Franking Machine from Home screen Click on Franking Cancel Request sub-menu under Franking Machine If User has the CRN/License No., enter the same and press F8. License details will get auto-populated on the screen If User has License identifier, enter the same and press F8. License details will get auto-populated on the screen Regional Office PUNE 411001
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Select the Cancellation Request from dropdown Click on Submit or press Enter to submit the cancellation request Click on Cancel or press F2 to cancel the transaction Click on Reset or press F3 to reset the entered data Click on Payment or press F12 to proceed for payment and complete the transaction Click on Submit or press Enter to make payment of full amount in cash.
Domestic / International Compare & Book Click on Compare and Book from the Home screen for comparing and booking domestic services. Click on International Compare and Book for international services. Click on back or press Escape to go back to the Mail screen. Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Enter Destination PIN Code or search using F8. To search using PIN Code, enter either complete or part of the PIN code and press F8. For international compare and book, choose the desired country from the drop down. Click on Compare button or press F5 to do a comparison if the available services at the entered destination (PIN code or country). All available mail booking services for the destination PIN code or country is displayed on the screen along with the respective tariffs. Click on the desired service to continue booking article through the selected service type.
WORLD NET EXPRESS
To Book World Net Express – Document Click on World Net Express from Home Screen. Click on World Net Express Document button. Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Optionally enter volumetric weight by entering the Length, Breadth, Height in case of Cuboid. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated. Charged weight is calculated automatically by the system considering higher between weight and volumetric weight.
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Select destination country from the drop down. Currency of the destination country is populated automatically. Select destination city from the drop down. Enter destination ZIP Code corresponding to the destination city, only for the countries where ZIP Code exists. Else, ZIP Code will be disabled. Enter content value and content of the article. Check the pricing info as displayed on the screen. Enter Sender Details. All the mandatory information needs to be inputted Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Click on Additional Info or press F6 button to upload the KYC documents. Click on Restricted Article to view the list of restricted articles. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Add DOX to book another WNX Document. Click on Add WPX to add another WNX Parcel. Click on Payment or press F12 to proceed for payment and complete the transaction.
Additional Information for World Net Express Select Document Type from the drop down. Browse and upload the relevant document. Click on OK to save and go back to the booking screen. Click on Cancel to back to booking screen without saving.
To Book World Net Express Parcel Click on World Net Express from Home Screen. Click on World Net Express Parcel button. Enter weight (in grams) of the article manually or capture weight (in grams) using integrated Weighing Machine and press tab. Optionally enter volumetric weight by entering the Length, Breadth, Height in case of Cuboid. If the Parcel is Cylindrical, Click on Cylinder or press F10 and enter Length and Diameter. Volumetric weight is automatically calculated. Charged weight is calculated automatically by the system considering higher between weight and volumetric weight. Regional Office PUNE 411001
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Select destination country from the drop down. Currency of the destination country is populated automatically. Select destination city from the drop down. Enter destination ZIP Code corresponding to the destination city, only for the countries where ZIP Code exists. Else, ZIP Code will be disabled. Enter content value and content of the article. Check the pricing info as displayed on the screen. Enter Sender Details. All the mandatory information needs to be inputted Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. Enter Addressee Details. All the mandatory information needs to be inputted. Click on Additional Info or press F6 button to upload the KYC documents. Click on Restricted Article to view the list of restricted articles. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. Click on Add DOX to book another WNX Document. Click on Add WPX to add another WNX Parcel. Click on Payment or press F12 to proceed for payment and complete the transaction.
APPOINTMENT SCHEDULING
To Do Appointment Rescheduling Click on Appointment Scheduling from Home Screen Click on Appointment Rescheduling button Enter Transaction ID and presses F8 to fetch the details of the transaction Select new collection date and time for this appointment Click on Reschedule Appointment to reschedule and complete the transaction Click on Back or press Escape to go back to the Mail screen Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction
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Click on Appointment Scheduling from Home Screen. Click on Appointment Cancel button. Enter Transaction ID and presses F8 to fetch the details of the transaction. Click on Cancel Appointment to cancel the appointment and complete the transaction. Click on back or press Escape to go back to the Mail screen. Click on Reset or press F3 to reset all the entered data. Click on Cancel or press F2 to cancel the transaction.
WEB LINKING Click on Web Linking from Home Screen. The homepage of India Post will open up on the application itself Click on Back to Application' or press Escape to go back to the main application. Click on back or press F2 to go back to the previous web page accessed. Click on forward or press F3 to go forward to next web page that was accessed. Click on Refresh or press F5 to refresh the current web page. Click on Stop or press F4 to stop the current web page.
BUSINESS SERVICES To Upload Bulk Booking Manifest file Click on Business Services from Home Screen. Click on Upload Bulk Button. Click on back or press Escape to go back to the Mail screen. Select the service type from the drop down. Optionally select the Agent ID from the drop down. Optionally for registered customer, Click on Add Customer button or press F5 to amend customer information. Once selected the Customer ID, Contract Number and Available Balance gets automatically populated on the screen. Optionally enter weight (in grams) of the article manually. Optionally Click on Declaration to browse and upload any Declaration document provided by Customer. Regional Office PUNE 411001
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Browse and upload the manifest provided by the customer. System generates the electronic manifest number. If manifest file contains all correct records then system prompts accordingly and Click on Payment or press F12 to proceed for payment and complete the transaction. If manifest file contains any erroneous record(s), then either Click on Submit or press Enter to proceed to the 'Process Bulk' screen or Click ons on Back button to go back to the home screen and process bulk file later.
To Process Bulk Click on Business Services from Home Screen Click on Process Bulk Button. Select the electronic manifest file from the drop down. System displays the records of all the articles present in the manifest file. System automatically displays information like number of correct records, erroneous records, non-barcoded articles, items scanned and error count. If number of erroneous records are very high or above tolerance level, then Click on delete or press F3 to delete the uploaded file. If at least one article is already processed then deletion of uploaded file is not possible. Click on individual rows to scan the articles and in case there are no erroneous record the Click on Payment or press F12 to proceed for payment and complete the transaction. For file containing one or more erroneous records, Click on individual row and process at least one article to continue to payment only for the correct entries. Click on 'Fetch Erroneous Records' to view only erroneous records. System only displays the erroneous articles in the table in red. Correct records are displayed in green and non-barcode articles are displayed in blue. To process articles one by one, search the records with different search criteria provided like Serial Number, Barcode, Addressee Name, and Reference Number. Search using F8. Click on erroneous records one by one to view the article details along with the particular error specification. Rectify the specified errors and press Enter or Click on Ok to continue with saving the changes. Once all the records are corrected, Click on Payment or press F12 to proceed to Payment and complete the transaction.
To Book Portal Induction Click on Business Services from Home Screen. Click on Portal Induction Button. Regional Office PUNE 411001
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Enter the last six digits of the Portal reference number in the blank Reference Number field and press F8 to retrieve the transaction details. For other inductions Click on the 'Others Induction' and enter the reference number. If all the articles are bar-coded then check the 'Select All' check box and Click on Submit or press Enter to induct all the articles. If not bar-coded then affix and scan the article barcodes one by one and Click on Submit or press Enter to induct the articles. Scan or enter the barcode in 'Tracking No' and press F8 to search for any particular article. Change the weight of the article(s) in case the actual weight of the article is found to be different from the one that is retrieved. For walk-in customers excess amount would be charged from the customer. BNPL customers would be charged accordingly. Click on Submit or press Enter or Click on F12 or Payment to charge the extra amount from the customer. Click on Reset or press F3 to reset all the entered data.
To Book Direct Post Click on Business Services from Home Screen. Click on Direct Post Button. Click on back or press Escape to go back to the Mail screen. Select the desired destination, either Local or Intercity. Enter the weight (in grams) of the article. The rate gets automatically populated. Enter the quantity of articles. Minimum quantity is 1000. The total amount gets automatically populated. Select desired prepaid mode from the dropdown, if applicable Check the pricing info as displayed on the screen. Select the desired User group from the dropdown. Select the Target group from the dropdown. Select the Purpose from the dropdown. Click on Add Customer button or press F5 to amend customer information. Click on Payment or press F12 to proceed for payment and complete the transaction.
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Click on Bill Mail Service icon. Enter weight (in grams) of the article manually or Capture weight (in grams) using integrated Weighing Machine and press tab. Enter the quantity, minimum quantity being 5000. Optionally, enter remarks in the 'Remarks' field. Check the inclusion checkbox, if there are any inclusions attached and enter the inclusion quantity. Select desired prepaid mode from the dropdown, if applicable. Click on Payment or press F12 to proceed and make payment for the transaction.
To Book Bill Mail Service Click on Business Services from Home screen. Click on Bill Mail Service icon. Enter weight (in grams) of the article manually or Capture weight (in grams) using integrated Weighing Machine and press tab. Enter the quantity, minimum quantity being 5000. Optionally, enter remarks in the 'Remarks' field. Check the inclusion checkbox, if there are any inclusions attached and enter the inclusion quantity. Select desired prepaid mode from the dropdown, if applicable. Click on Payment or press F12 to proceed for payment and complete the transaction.
To Book National Bill Mail Service Click on Business Services from Home screen. Click on National Bill Mail Service icon. Enter weight (in grams) of the article manually or Capture weight (in grams) using integrated Weighing Machine and press tab. Enter the quantity, minimum quantity being 5000. Optionally, enter remarks in the 'Remarks' field. Check the inclusion checkbox, if there are any inclusions attached and enter the inclusion quantity. Select desired prepaid mode from the dropdown, if applicable. Click on Payment or press F12 to proceed for payment and complete the transaction.
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For Booking EIOD Click on Business Services from Home Screen. Click on EIOD Button. Enter the Customer ID and press F8 to search for the customer. Customer Name gets automatically populated. Select the Article Type from the drop down. Enter the grand total. Enter the From and To Barcode. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Payment or press F12 to proceed for payment and complete the transaction.
CANCEL TRANSACTION POST PAYMENT Click on Cancel Transaction icon from the Home Screen. By default, cancellation screen for Normal articles will be opened. If Invoice number is present or know, enter Invoice number field and Click on Search or press F8 to search the article details. All articles booked in the transition is displayed on the screen. If Tracking number or Article ID or PNR number in case of Money Orders is known, then enter the same in the Tracking No field and press Search or press F8 to search the details. Select Pending Articles or press F5 to perform cancellation of pending articles. Click on Normal Articles or press F4 to go back to the normal article cancellation again. Select Customer ID from the drop down and also select the Invoice Number from the dropdown. Press F8 or Click on Search to search for the desired details of the articles. Select the desired row to cancel the particle article booking. Check Select/Deselect All to select all the articles in the transaction for cancellation (if searched using transaction number). Uncheck the same to deselect all the records. Else, select articles one by one for cancellation. Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the current transaction without completing the same. Click on Payment or press F12 to proceed for payment and complete the transaction. System prompts the Amount that is to be paid to the customer.
ELECTRONIC POST (e-Post) To Book Electronic Post Regional Office PUNE 411001
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Click on EPost from Home Screen. Click on Electronic Post Button. Enter the number of pages. Check the pricing info as displayed on the screen. Optionally select the desired service from EPost with associated service dropdown, in case the EPost has to be sent as an accountable article. Check the pricing info as displayed on the screen. Optionally, Click on Add Customer button or press F5 to amend customer information. Selected details are populated in the sender details. Enter Sender Details. All the mandatory information needs to be inputted Check the checkbox beside address input to add the current address to the list of Frequently Used Address. List will be updated post completion of the current transaction. To search from the Frequently Used Address List, either enter complete or partial Name or Mobile Number and press F8. Enter Addressee Details. All the mandatory information needs to be inputted. Addressee details can also be searched from Frequently used Address or can be added to the list. Click on Additional Info button to provide additional information to provide the message details. Click on Submit or press Enter to add this article to cart and optionally proceed for another booking. Click on Cart or press F11 to view the cart and optionally delete articles from the cart. To book another EPost enter all the above mentioned details except the sender details Click on Payment or press F12 to proceed for payment and complete the transaction.
To Book Bulk Electronic Post (Bulk e-Post) Click on EPost from Home Screen. Click on CSV Upload Button . Select the template from the drop down Browse the file containing the addressee details and upload the same. Click on Preview to preview the same. Click on Submit or press Enter to add this transaction to cart and optionally proceed for another booking. Enter further details to do one or more CSV uploads. To book another service use the menu bar on top to select the service. Click on Cart or press F11 to view the cart and optionally delete articles from the cart Regional Office PUNE 411001
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Click on Payment or press F12 to proceed for payment and complete the transaction.
To Book Electronic Post-CSV Upload Click on E-Post from Home Screen Click on CSV Upload Button CSV upload screen is displayed Select the template from the dropdown Upload the CSV file. Once uploaded, the csv filename is visible in the File name field Click on Payment to proceed with Transaction To cancel the Transaction: Click on Cancel button
NATIONAL PENSION SCHEME (NPS)
To Do New Pension Scheme (NPS) Transactions Click on NPS from Home Screen. Select the desired Service Type for NPS from the drop down.
For Registration-Both Tiers Enter Customer name and Click on Submit or press Enter. Enter Contribution Tier1 amount and Contribution Tier 2 amount in the Service Type 120Contribution-Both Tiers screen. Minimum amount for Contribution in Tier 1 and Tier 2 are respectively Rs. 500 and Rs. 1000. Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
For Registration-Tier 1 Enter Customer name and Click on Submit or press Enter. Enter Contribution Tier1 amount and Contribution Tier 2 amount in the Service Type 121-Contribution-Tier 1 screen. Minimum amount for Contribution in Tier 1 Rs. 500. Regional Office PUNE 411001
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Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
For Contribution-Both Tiers Enter the PRAN Number, Customer Name, Contribution Tier 1 amount and Contribution Tier 2 amount. Minimum amount for Contribution in Tier 1 and Tier 2 are respectively Rs. 500 and Rs. 1000. Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
For Contribution Tier 1 Enter the PRAN Number, Customer Name, Contribution Tier 1 amount. Minimum amount for Contribution in Tier 1 Rs. 500. Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
For Contribution Tier 2 Enter the PRAN Number, Customer Name, Contribution Tier 2 amount. Minimum amount for Contribution in Tier 2 Rs. 1000. Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
To Unfreeze-Tier 1 Enter the PRAN Number, Customer Name, Unfreeze Tier 1 amount. Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
To Unfreeze-Tier 2 Enter the PRAN Number, Customer Name, Unfreeze Tier 2 amount. Regional Office PUNE 411001
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Check the pricing info as displayed on the screen Click on Payment or press F12 to proceed for payment and complete the transaction
To Switch To Tier 1 /Tier 2 Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Withdrawal Of Tier 1 /Tier 2 / Both Tiers Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Scheme Prefer Change Tier 1 / Tier 2 Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Subscriber Tier 1 /Tier 2 / Both Tiers Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
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Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Subscriber Shifting Tier 1 / Tier 2 Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For PRAN Card Reprinting Tier 1/ Tier 2 Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Subscriber Tier 2 Activate Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For One Way Switch To Tier 1 / Tier 2 Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
For Cancellation Request for Tier 1 / Tier 2 / Both Tiers Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
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Check the pricing info as displayed on the screen Enter the PRAN Number, Customer Name Click on Payment or press F12 to proceed for payment and complete the transaction
PARTNER SERVICES
To Do IRCTC Booking Click on Partner Services from Home Screen. Click on IRCTC Button. IRCTC booking webpage is displayed. Log in using the credentials into the IRCTC booking webpage. Click on 'Back to Application' or press Escape to go back to the main application. Click on back or press F2 to go back to the previous web page accessed. Click on forward or press F3 to go forward to next web page that was accessed. Click on Refresh or press F5 to refresh the current web page. Click on Stop or press F4 to stop the current web page. Do the required transaction(s) for the customer and once done Click on Payment to continue with payment. Service is automatically populated with IRCTC. Select the Service Type. Enter Reference Number, Purpose, Net Amount, Commission, and Tax. Accordingly the total amount gets automatically calculated. Enter Customer Details like Name, Address, PIN code, and email, mobile. All the mandatory information has to be entered. Click on Payment or press F12 to proceed for payment and complete the transaction Click on Reset or press F3 to reset all the entered data Click on Cancel or press F2 to cancel the transaction without completing the same.
BO HELP FILES
Master Data : Item Master Click on Master Data menu from the menu bar Click on Item Master sub menu All the items are displayed on the screen Enter desired search criteria like Item Code, Bar code, Description or a combination of these Regional Office PUNE 411001
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Click on Search button search for the selected items Filtered items are displayed on the screen Click on the navigation buttons or page numbers to navigate and display the particular page of items Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel Click on Cancel button to navigate back to Home screen.
To Assign Post Box Click on Master Data menu from the menu bar Click on post Box Assign sub menu Enter Registration Number i.e. the transaction number for post box or post bag or dual temporary booking Click on Approve to allot the temporarily allocated box or bag or both Click on Reject to reject the temporary allocation Click on Cancel button to navigate back to Home screen
For Payment Option Master Click on Master Data menu from the menu bar Click on Payment Option Master sub menu All the available payment options are displayed on the screen - Tender ID, Tender Name, Tender Description Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
For Pin Master Click on Master Data menu from the menu bar Click on Pin Master sub menu All the PIN codes are displayed on the screen Enter desired search criteria like PIN Code, Office Name, Office Type, Division Name, Region Name, Circle Name, Taluk, District, State or a combination of these Click on Search to search for the desired entries Click on the navigation button like First, Prev, Next, Last (whichever available) to navigate to other pages
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For Service Master Click on Master Data menu from the menu bar Click on Service Master sub menu All the available services are displayed on the screen Enter desired search criteria like Service Name Select the status of the service from the drop down, to amend the search criteria Click on Search button to search for the desired records Optionally edit the Start and/or End Time of one or more services Click on Update button to submit the time changes Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
For Restricted Article Master Click on Master Data menu from the menu bar Click on Restricted Article Master sub menu Select the Country Name from the drop down All the current restricted articles are displayed o the screen Click on Reject to reject the temporary allocation Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
For Direct Post Master Click on Master Data menu from the menu bar Click on Direct Post Master sub menu All the available User Groups are displayed on the screen under the 'User Group Master' tab Click on 'Target Group Master' tab to view all the available Target groups Click on 'Purpose Master' tab to view all the available Purpose masters Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
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To View Exchange Master Click on Master Data menu from the menu bar Click on View Exchange Rates sub menu All the country wise exchange rates are displayed on the screen Select desired search from criteria from the drop downs like Country Name, Currency, Back or a combination of these Click on Search to display the particular data Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
For Agent Allocation Declaration Click on Master Data menu from the menu bar Click on Agent Collection Declaration sub menu If any records are available for the current business date then system displays the same on the screen Select the Collection Date from the date picker Click on Search for the existing data for the selected date Click on Delete to delete any particular record or entry Click on Add to add new collection data Enter Customer Name Select Agent Name from the drop down. Agent Code gets automatically populated Enter the number of items that are collected Select the collection date again from the date picker Click on Add to save the entered data and return to the main screen
For Reason Code Master Click on Master Data menu from the menu bar Click on Reason Code Master Sub menu Select the Reason Type from the drop down All the available reason and their codes are displayed on the screen Regional Office PUNE 411001
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Click on Print button to export the results in PDF and subsequently print the same Click on Export button to export data in Excel
For Branch Office List Click on Master Data menu from the menu bar Click on Branch Office List sub menu All the available branch offices linked to this post office (if any) are displayed on the screen
For Agent Master Click on Master Data menu from the menu bar Click on Agent Master Sub menu Select the Agent Type from the drop down If available, list of agents under the selected category are displayed on the screen
For Franking Machine-SOM Capture Click on Master Data menu from the menu bar Click on Franking Machine-SOM Capture sub menu If capturing SOM for ordinary mails, check the checkbox "Check only for Ordinary Mail" Enter License Identifier, CRN Number Enter SOM Number as printed on the SOM Select the date from date picker Enter the PIN Code, Item Reading, Ascending Reading, Descending Reading, Batch Value, and Batch Item Count as printed on the SOM If there were any error articles, enter the Error Count and Error Value Optionally for Commercial Licenses Click on Add Row to add client details like Client Name, Valid Article Count and Error Article count for the particular client Click on Modify Row to edit any existing client record Select an existing row and Click on Delete Row to delete the particular client record Click on OK to capture these SOM details Regional Office PUNE 411001
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For Franking Machine-SOM Edit Click on Master Data menu from the menu bar Click on Franking Machine-SOM Edit sub menu Enter the Search Criteria like License Identifier, SOM Number and Date. All the mandatory search criteria has to be entered Click on the search button to retrieve the SOM details for entered criteria PIN Code, Item Reading, Ascending Reading, Descending Reading, Batch Value, Batch Item Count, Error Count(if any), Error Value(if any) are displayed on the screen In case of commercial license, if any client detail was added, then that is also displayed on the screen Modify the data as required. License Identifier, SOM Number and date cannot be modified If capturing SOM for ordinary mails, check the checkbox "Check only for Ordinary Mail" For Commercial Licenses Click on Add Row to add client details like Client Name, Valid Article Count and Error Article count for the particular client Click on Modify Row to edit any existing client record Select an existing row and Click on Delete Row to delete the particular client record Click on Save to save the changes Click on Refresh to refresh the entered details Click on Delete to delete the record Click on Cancel button to navigate back to main screen.
CONFIGURATION For PO Configuration Click on Configuration menu from the menu bar Click on PO Configuration sub menu Select the Counter Type Select the configuration Category System displays the available configurations along with their value on the screen Select on the desired row and edit its value Click on Update to save the changes into the system Regional Office PUNE 411001
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For Counter Set Up Click on Configuration menu from the menu bar Click on Counter Setup sub menu Available or existing counters are displayed on the screen along with their respective configurations Click on desired record to edit the existing configurations Click on Save Selected to save the changes made in the selected record Click on Add New Counter to add a new counter PO Name is automatically populated Enter the machine MAC address Enter the Counter Number Select the Counter Type from the drop down Click on Add New Counter to add a new counter Click on Assign to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes
For Counter Configuration Click on Configuration menu from the menu bar Click on Counter Configuration sub menu Select the Counter Number from the drop down Select the Configuration Category from the drop down If existing data is there, system displays the records on the screen Select the desired row and make required changes and Click on the Update button to save the changes Click on Cancel button to navigate back to Home screen Select the desired row and Click on the Delete button to delete the specific record Click on Add to add a new configuration parameter Select the counter number for the drop down Select the configuration category Enter the configuration parameter value Click on the save button to save the changes and return to the main screen Regional Office PUNE 411001
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Click on Cancel to return to main screen without saving the changes Click on Cancel in the main screen to return to the Home screen
To Create Epost Corporate Template Click on Configuration menu from the menu bar Click on Epost Corporate Template Creation sub menu Browse and upload the logo to Attach logo to the template Select the logo present as Left or Centre or Right Enter the Template Name Enter the Subject Use "Click on here to add Message Body" to compose the message body. Use the desired formatting available. Click on Add table to add any table into the message body. Click on Preview Content to preview the message body. Click on Save Message to save the content of the message body. Click on Close Editor to close this editor and return to the main screen To attach Signature, browse and upload the Signature. Alternatively, enter the signature using the editor by Click oning on "Click on here to add Sender Signature". Use "Click on here to add Punch Line" to edit and add a punch line Choose from the available Presents Click on "Add Background Colour" to add colour to the background Select from the drop down whether the template would be active or inactive Click on Save to save this template for later usage Click on Cancel button to navigate back to Home screen
For Epost Cooperate Template Preview Click on Configuration menu from the menu bar Click on Epost Corporate Template Preview sub menu Select the template name from the drop down The template is displayed on the screen Optionally Click on Edit Template to make changes into the existing template Click on Cancel button or press Escape to navigate back to Home screen.
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Click on Configuration menu from the menu bar Click on Epost Standard Template Creation sub menu Enter the Template Name Select the Status of the template from the drop down Browse and upload the image for the standard template. Click on Delete to delete the uploaded image If there is already any existing uploaded template image, choose the same from the drop down to preview the same Click on Edit button to edit the existing template image Click on Save button to save the templates Click on Reset to reset all the entered data Click on Cancel button to navigate back to Home screen
PO OPERATION
For PO Begin Click on PO Operation menu from the menu bar Click on PO Begin sub menu If there exists a last business date, then the Last Business Date, Current Business Date and the PO Begin time displayed on the screen. Click on the Save button or press Ctrl+S to begin post office with the current time and date Click on Cancel button or press F4 to navigate back to Home screen
For Counter Allocation Click on PO Operation menu from the menu bar Click on Counter Allocation sub menu If there are no records for the current business date, then Click on Allocate All button to allocate counter to all previously allocated users All the existing allocation for the current business date(if exists) is displayed on the screen Click on Add button to Add new counter allocation Select any record and Click on Delete button to delete the selected allocation Click on any record and Click on the Modify button to make changes in the allocation. If required, update the From Date, To Date, From Time and To Time. From Time cannot be lesser than the current time. Click on Assign to save the changes and go back to the main screen. Click on Cancel to go back to the main screen without saving the changes Regional Office PUNE 411001
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To filter display results, use filtering criteria like User Name, Counter Number and Date. Use combination of search criteria if required To view user's allocation details, select the user name from the drop down and Click on the Search button. Select the desired record and Click on Delete, Modify to perform respective operations To allocate specific user to current business date, select the user name from the drop down and date from date picker and Click on the search button. Earlier record will be displayed. Select the record and Click on Modify the particular record to allocate counter for current business date Click on Cancel button on the main screen to navigate back to Home screen
To Receive Cash from “F&A” Click on PO Operation menu from the menu bar Click on Receive Cash from F&A sub menu Select the Denomination from F&A Enter the Quantity and Click on Add Button to add the amount into the table. Check the Total Amount field that is displayed on the screen To add another denomination (same or different) repeat the earlier steps Click on Reset button to reset all the entries in the table Select particular record and Click on Delete to remove the record from the table Click on Submit to complete the transaction and receive the total amount (as reflected on the screen) from F&A. Check the Cash in Hand as displayed on the screen Click on Cancel button on the main screen to navigate back to Home Screen
To Receive IPO, Stamp and Stationary from "F&A" Click on PO Operation menu from the menu bar Click on Receive IPO, Stamp and Stationary from F&A sub menu Click on the IPO tab to declare and receive IPO from F&A Select the denomination from the drop down Enter the Quantity and Prefix of IPO Enter the From Serial Number for the IPO. Click on Add IPO to add the details into the table. Repeat the previous steps to add more IPOs(same or different denomination or same or different Prefix and different Serial Number) Regional Office PUNE 411001
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Click on the Stamp tab to declare and receive Stamp from F&A Select the Category of stamp from the drop down. Select the Denomination from the drop down. Select the Stamp Description from the drop down Enter the quantity of stamps to be received. Click on Add Stamp to add the details into the table Repeat the previous steps to add more stamps (same or different category or denomination). Check the Total Value as displayed on the screen Click on the Stationary tab to declare and receive Stationary from F&A Select the Denomination from the drop down. Select the Stationary Description from the drop down. Enter the quantity and Click on Add Stationary to add the details into the table. Repast the previous steps to add more stationary(same or different denomination and description) System prompts if any data in any of the tabs is unsaved. Click on Yes or No accordingly Click on Reset to reset the entered data and details in the table To delete any one of the existing records before submitting the details Click on Delete button Click on Click on Submit to complete the transaction and receive the declared IPO or Stamps or Stationary from F&A Check the Stock Report Click on Cancel button to navigate back to Home screen
To Send Cash to F&A Click on PO Operation menu from the menu bar Click on Send Cash to F&A sub menu Click on the Cash tab to declare and send cash to F&A Select Denomination from the drop down. Enter Quantity. Click on Add to add these details into the table Repeat the previous steps to add more cash (same or different denomination). Check the Total Value as displayed on the screen Click on Reset to reset the entered data and details in the table To delete any one of the existing records before submitting the details Click on Delete button Click on Submit to complete the transaction and send cash or cheque or demand draft to F&A Check the Cash in Hand as displayed on the screen Click on Cancel button to navigate back to Home screen
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Click on PO Operation menu from the menu bar Click on Supply View sub menu To view the allocation details of cash, stamps, IPOs, cheque and stationary Click on "Allocation Detail" radio button To view the stock details of cash, stamps, IPOs, cheque and stationary Click on "Stock Detail" radio button To view allocation or stock for cash, stamps, IPOs, cheque and stationary select Cash or Stamp or IPO or Cheque or Stationary tabs on the screen All the current allocations or stocks are displayed on the screen Select a particular record and Click on Delete button to delete the particular allocation or stock Click on Cancel button to navigate back to Home screen
For Supply to Counter Click on PO Operation menu from the menu bar Click on Supply to Counter sub menu Select the User Name from the drop down Select Cash tab to supply cash to the particular user Select Details or Summary radio button to make the declaration accordingly In case of Summary mode, enter the Total Amount to be transferred to the counter In case of Details mode, select the Denomination from the drop down and enter the Quantity. Click on Add Cash to add the details into the table Repeat the previous steps to add more cash (same or different denomination) Select Stamp tab to supply stamps to the particular user Select the Category from the drop down Select the Denomination from the drop down Select the Stamp Name from the drop down Enter the Quantity and Click on Add Stamp button to select from the Main Stock Select the desired record from the main stock and Click on Ok to continue with the selection System prompts in case the declared quantity is not present in the stock Click on Cancel to go back to the main screen without saving the changes Select IPO tab to supply IPOs to the particular user Select the denomination from the drop down. Enter the quantity Click on Add IPO button to open and select from the Main Stock Regional Office PUNE 411001
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Select the desired record from the main stock and Click on Ok to continue with the selection System prompts in case the declared quantity is not present in the stock Click on Cancel to go back to the main screen without saving the changes Select Stationary tab to supply stationary to the particular user Select the denomination from the drop down Select the stationary name from the drop down Enter the quantity and Click on Add Stationary button. Select the desired record from the Main Stock pop up screen. Click on Ok to continue with the selection and Click on Cancel to go back to the main screen without saving the changes System prompts in case the declared quantity is not present in the stock. Check the Total Value as displayed on the screen System prompts if any data in any of the tabs is unsaved. Click on Yes or NO accordingly Click on Reset to reset the entered data and details in the table To delete any one of the existing records before submitting the details Click on Delete button Click on Submit to complete the transaction and supply the declared cash or stamps or IPOs or stationaries to the selected user at the counter Check the Stock Report. Check the cash in hand which is displayed on the screen Click on Cancel button to navigate back to Home screen
To Issue Cheque Click on PO Operation from the menu bar Click on Issue Cheque sub menu Select the User to whom cheque is to be issued Enter the Payee Name as printed on the cheque Enter the Transaction Code Enter the Cheque Number, Issue Date as printed on the cheque Enter the Amount as printed on the cheque Select the Bank from the drop down Enter the IFSC code Enter the MICR code Click on Add Cheque to add the entered details into the table. Repeat the above steps to add one or more cheques for issue to the counter Check the Total Quantity and Total Amount as displayed on the screen Click on Reset to reset the enetered data Regional Office PUNE 411001
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Select any added cheque record and Click on Delete to remove the particular cheque before submitting Click on Submit to complete the transaction and issue the declared cheque(s) to the selected user at the counter Check the Stock Report. Check the cash in hand which is displayed on the screen Click on Cancel button to navigate back to Home screen
For Cheque Remittance Click on PO Operation menu from the menu bar Click on Cheque Remittance sub menu Select the From Date and To Date from the date picker Click on the Search button to view all the details of cheque remittances Click on Export button to export the cheque remittance result On the main screen, Click on Cancel to go back to the Home Screen
For Cheque Request Click on PO Operation menu from the menu bar Click on Cheque Request sub menu System displays the records in the table Select the desired record and enter all the mandatory data and process the cheque request Click on Cancel button to navigate back to Home screen
For Supervisor Approval Click on PO Operation menu from the menu bar Click on Supervisor Approval sub menu All the pending balance transfer and submit account requests from various counters are displayed on the screen Select Cash Summary or Cash Detail View to display the cash requests either is summary or detailed view Select a particular record to view the details of the balance transfer or submit account Tender Types tab displays the details tender wise and Summary tab displays the Summary of the transactions Click on Accept to accept the particular request Click on Reject button to reject the particular request Regional Office PUNE 411001
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Click on Cancel button to return to the main screen Click on Approve All button to approve all the requests without viewing the request(s) Click on Reject All button to reject all the requests without viewing the request(s)
Money Order Approval Click on PO Operation menu from the menu bar Click on Money Order Approval sub menu System displays all the money orders that are currently pending for approval If required, select the Money Order Type from the drop down as Domestic or International System filters out money orders and displays money orders only the selected type Click on the desired record to view the details of the money order booked All the relevant details are displayed in the pop up screen Make changes if required and Click on Save Changes button to save the changes and continue. Money Order amount and Total Amount cannot be modified Optionally enter Remarks if any Click on Approve button to approve the money order Click on Reject with Rebooking to reject the money order and alert the counter operator to rebook the same Click on Close to close the window and return to main screen without making any changes Click on Cancel button to navigate back to Home screen
Franking Approval Click on PO Operation from the menu bar Click on Franking Approval sub menu System displays the list of rebate or refund requests pending for approval by the supervisor Click on the Details button to view the details of the rebate or refund request Click on the OK button to close the detail window and return to the main screen Approve or Reject the rebate or refund request post manual verification of Franking Reports Click on the Reject button to reject the selected rebate or refund request Click on the Approve button to reject the selected rebate or refund request Click on Cancel button to navigate back to Home screen
Franking Payment Click on PO Operation from the menu bar Regional Office PUNE 411001
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Click on Franking Payment sub menu All the approved franking rebate or refund requests are displayed on the screen any of the requests to proceed for payment Click on Payment button to proceed for payment of the approved amount in the specified payment mode
PO Account Submission Click on PO Operation from the menu bar Click on PO Account Submission sub menu System displays a message on the screen if there are any active shifts running in the Post Office System displays the summary of all the payments and receipts at the Post Office level in a tabular form System also displays the total Receipt Amount and total Payment amount Check the Total Amount Received, it is automatically updated as soon as some amount is entered in Receipt Adjustment If the Total Amount Received is greater that Total Amount Transferred or the cash in hand is not equal to zero then Click on Send Cash to F&A to transfer the remaining amount If the Total Amount Received is less that Total Amount Transferred then do Receipt Adjustment to adjust the amount received Enter the amount for Receipt Adjustment. Remarks is automatically populated as "Adjustment Made" Optionally edit the Remarks In case there are active shifts for counters then Click on View Active Users button to view the active shifts and if required perform forced shift end for those users. Refer to Forced Shift End Summary for further details If the Total Amount Received is equal to the Total amount Transferred then Click on Submit button to complete the PO Account Submission operation and prepare for PO End Click on Cancel button to navigate back to Home screen
Force Shift End Summary Click on PO Operation from the menu bar Click on Forced Shift End Summary sub menu Details of all the active shifts or accounts who have not done Submit Account are automatically displayed on the screen under the "Pending Account Submission" radio button Click on the radio button "Submitted Account" to see the list of user accounts or shifts for which Submit Account is done but Shift has not been ended For accounts with not submitted account, Click on any specific record to view the details System displays the summary of all the receipts and payments for that user shift or account in the Summary tab Regional Office PUNE 411001
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System displays the payment mode wise receipts in the "Modes of Payment" tab Verify the Receipts and Payments data If Received Amount is greater than Payment Amount then do payment adjustment to adjust the payment amount Enter the amount for Payment Adjustment. Automatically the Remarks is populated as "Adjustment Made" Optionally edit the Remarks If Received Amount is less than Payment Amount then do Receipt Adjustment accordingly If Received Amount is equal to the Transferred Amount then proceed for approving the submit account Click on Approve with Error Entry button to do submit account and forced shift end for the selected user If Submit Account is already done, then Click on any desired record and system confirms whether forced shift end is to be done or not Click on Yes to end the shift forcibly Click on No to end the shift normally by the user In case there are multiple active shifts, repeat the above steps to end all the shifts forcible and prepare for PO Account Submission and PO End Click on Cancel button to navigate back to Home screen.
Frequently Used Address Click on PO Operation menu from the menu bar Click on Frequently Used Address sub menu Enter the Search Criteria like Name or Zip or State or City or Address or a combination of these Click on the search button to retrieve the frequently used addresses corresponding to the entered search criteria Relevant search results are displayed on the screen Select any particular record and Click on Delete button to remove the selected record Select any particular record and Click on Modify button to edit the selected record Make desired modifications in the pop p displaying the details of the selected record Click on Save button to save the changes and return to the main screen Click on Cancel button to return to the main screen without saving the changes To add any new frequently used address, Click on the Add button Enter Name, Address LIne1, Address Line2, and Address Line3. Select the State from the drop down. Subsequently select the ZIP code from the drop down. Select the City from the drop down Regional Office PUNE 411001
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Optionally, enter the Mobile Number and Email ID Click on Save button to save the changes and return to the main screen Click on Cancel button to return to the main screen without saving the changes Click on Cancel button to navigate back to main screen.
Delegate Click on PO Operation menu from the menu bar Click on Delegate sub menu System displays the post office name where delegation is to be done Select the User Name from the drop down System displays the Unassigned and Assigned Delegated Roles for that user Select one of the unassigned roles and Click on the ">>" button to assign the role to the selected user Select one of the assigned roles and Click on the "<<" button to unassigned the role to the selected user If more roles have to be assigned or unassigned repeat the above steps for the user Click on the Save button or press Ctrl+S to save the assignment To delegate roles to other users, repeat the steps as mentioned from the user selection Click on Cancel button to navigate back to main screen
Disconnected Office- Export Click on PO Operation from the menu bar Click on Disconnected Office sub menu. Click on Export option Select the From Date and To Date corresponding to the duration whose data is to be exported Browse and select the Export Path i.e. where the data is to be exported Click on Export button to complete the import operation Click on Cancel button to navigate back to main screen
Disconnected Office-Import Click on PO Operation from the menu bar Click on Disconnected Office sub menu. Click on Import option Browse the file path for the file that is to be imported Click on Import button to complete the import operation Click on Cancel button to navigate back to main screen
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Click on PO Operation menu from the menu bar Click on PO End sub menu Only after PO Account Submission is done, PO End operation can be performed System displays the current business date Click on the PO End button to complete the PO End operation If DPMS shift is already closed, the PO End will be done and system will navigate to the Login Screen If DPMS shift is not yet closed, system prompts the same and asks a confirmation of doing a forcible PO End Click on Yes button to forcible end the PO and system navigates back to the Login Screen Click on No button to wait for the closure of DPMS shift Click on Cancel button or press F4 to navigate back to main screen
DASHBOARD Supervisor Dashboard Click on Dashboard menu from the menu bar Click on Supervisor Dashboard sub menu System displays all the details of the transactions as a dashboard. Details like total sales, cash accepted, total payments, cash transferred, total cash balance. Graphical representation of hourly sales data, stamps data, IPO data, Prepaid data are displayed on the scream Select the Counter Number from the drop down and Click on Search to view the counter wise details Select the User Name from the drop down and Click on Search to view the user wise details. If required use a combination of counter number and user name Select on the desired row and edit its value Click on More button to view all the sales and payments totals including the category, amounts and quantities. The payment option wise total amounts are also displayed on the screen. Click on Cancel to return to the main screen Click on Cancel button on the main screen to navigate back to Home screen
Monitoring Counter Activity Click on Dashboard menu from the menu bar Click on Monitoring Counter Activity sub menu System displays individual windows for all the running counters and lists all the activities performed at those counters along with the time of performing that transaction Regional Office PUNE 411001
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Electronic Monitoring Click on Dashboard menu from the menu bar Click on Electronic Monitoring sub menu Select the From Date and To Date from the date picker Select the Counter Number. Details can be viewed for all counters or selected counter or back office Additionally select the User from the drop down to filter search results further user wise Click on Search or press Enter to display the results for the selected search criteria System displays the list of operations including log in, log out amongst others in the table Click on any specific record to view its details in the "Detail View" window Click on Print button or press F12 to export the search result in PDF format and subsequently print the same Click on export button to export the search result in Excel Click on Reset to reset all the entered criteria and search results Click on Cancel in the main screen to return to the Home screen
REPORT For Detailed Report Click on Report menu from the menu bar Click on Detailed Report sub menu Select the From Date and To Date from the date picker Select the User Name from the drop down. To see the report for all users select "All" from the drop down Select the Category Name from the drop down Select the Service Name from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen If there exists any "Not Selected Columns", then Click on the desired record and Click on ">" button to move it to the "Selected Columns" list. Repeat the same for other "Not Selected Columns". To move all the records from the "Not Selected Columns" to "Selected Columns" Click on ">>" button
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If there exists any "Selected Columns", then Click on the desired record and Click on "<" button to move it to the "Not Selected Columns" list. Repeat the same for other "Selected Columns". To move all the records from the "Selected Columns" to "Not Selected Columns" Click on "<<" button Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Consolidated Report Click on Report menu from the menu bar Click on Consolidated Report sub menu Select the From Date and To Date from the date picker Select the User Name from the drop down. To see the report for all users select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
To Collect Cheque Click on Report menu from the menu bar Click on Cheque Collect sub menu Select the From Date and To Date from the date picker Select the User Name from the drop down. To see the report for all users select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Regional Office PUNE 411001
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Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For E-Payment Report Click on Report menu from the menu bar Click on E-Payment Report sub menu Select the From Date and To Date from the date picker Select the Biller Name from the drop down. To see the report for all billers select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Online Offline Report Click on Report menu from the menu bar Click on Online Offline sub menu Select the Counter Number from the drop down. To see the report for all counters select "All" from the drop down Select the From Date and To Date from the date picker Click on Search button to view the report for the specified search criteria Click on Cancel button to navigate back to Home screen
For Stock Report Click on Report menu from the menu bar Click on Stock Report sub menu Regional Office PUNE 411001
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Select the Report from drop down to select whether the stock is to be viewed for Post Office or Treasurer or any specific counter user Click on Search button to view the report for the specified search criteria Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Inventory Report Click on Report menu from the menu bar Click on Inventory Report sub menu Select the Category Type from the drop down to select for which item the inventory is to be viewed. Select "All" if inventory for all items is to be viewed Click on Search button to view the report for the specified search criteria Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For IMO Details Report Click on Report menu from the menu bar Click on IMO Details sub menu Select the From Date and To Date from the date picker Select the Counter Number from the drop down. To see the report for all counters select "All" from the drop down Select the IMO Report type from the drop down to select that whether the IMO Cash Collection Report ir IMO Cash Payment Report or IMO Cancellation Report is required Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Regional Office PUNE 411001
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Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Shiftwise Transaction Report Click on Report menu from the menu bar Click on Shift wise Transaction Report sub menu Select the From Date and To Date from the date picker Select the User ID from the drop down. To see the report for all users select "All" from the drop down Select the Shift Number from the drop down. To see the report for all shifts select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is reqiured to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Time Consumption Report Click on Report menu from the menu bar Click on Time Consumption Report sub menu Select the From Date and To Date from the date picker Select the User ID from the drop down. To see the report for all users select "All" from the drop down Select the IMO Report type from the drop down to select that whether the IMO Cash Collection Report ir IMO Cash Payment Report or IMO Cancellation Report is required Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Regional Office PUNE 411001
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Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Branch Office Wise Report Click on Report menu from the menu bar Click on Branch Office Wise Report sub menu Select the From Date and To Date from the date picker Select the Branches Name from the drop down. To see the report for all branches select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Cancel Transaction Report Click on Report menu from the menu bar Click on Cancel Transaction Report sub menu Select the From Date and To Date from the date picker Select the Counter Number from the drop down. To see the report for all counters select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Regional Office PUNE 411001
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Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Agent Collection-Declaration Report Click on Report menu from the menu bar Click on Agent Collection-Declaration Report sub menu Select the From Date and To Date from the date picker Select the Agent ID from the drop down. To see the report for all agents select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Treasurer Report Click on Report menu from the menu bar Click on Treasurer Report sub menu Select the From Date and To Date from the date picker Click on Search button to view the report for the specified search criteria System displays the details of the receipts and payments from treasurer perspective on the screen. Details include transaction type, user name and id, date and time, counter number, denomination and quantity and total amount for both receipt and payment. The total amounts are also displayed on the screen Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen .
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Click on Report menu from the menu bar Click on Daily Accounting Sheet sub menu Select the From Date and To Date from the date picker Click on Search button to view the report for the specified search criteria System displays the details of the receipts and payments on the screen. Details include category, quantity, and total amount for both receipts and payments. The total amounts are also displayed on the screen Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For User Transaction Report Click on Report menu from the menu bar Click on User Transaction Report sub menu Select the From Date and To Date from the date picker Select the User ID from the drop down. To see the report for all users select "All" from the drop down Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
For Work Allocation Report Click on Report menu from the menu bar Click on Work Allocation Report sub menu Select the From Date and To Date from the date picker Click on Search button to view the report for the specified search criteria Click on Select Columns to select the columns that is required to be displayed on the report Regional Office PUNE 411001
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Post Office Name and ID and populated on the screen Click on Submit button to save the changes and return to the main screen Click on Cancel to return to the main screen without saving the changes Click on Export button to export the results as Excel Click on Print button to export the results as PDF and subsequently print the same Click on Cancel button to navigate back to Home screen
India Post Visibility System (IPVS) Postal Back Office operations are conducted through JAVA IPVS.
Login Process Double-Click on the Back Office application. Login Screen appears. There are two mandatory fields that are needed to be populated prior to logging in: o Username o Password
Enter the OPERATOR's credentials to log in as an operator Enter the SUPERVISOR's credentials to log in as a supervisor Press ENTER or Click on the Login button to log in to the application Upon successful login, IPVS Homepage opens up Choose from the IPVS drop-down list, the operation that user needs to carry out
Closing Of Bag Menu Path: IPVS > Close Bag Close Bag operation is used to:
Create temporary bags
Add articles or child bags to the temporary bags
Save bags
Close bags
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Articles can be chosen from among the list of available articles on Close Bag screen
Start the operation from the Close Bag Screen. Select Bag Destination: Destination where the bag is supposed to be closed to. Select Bag Type: Choose from the bag types available for the chosen destination. List of available articles for the selected bag destination & bag type get populated. Create a Temporary Bag by Click oning Create Bag button. Select articles from Available Articles, scan and add to the temporary bag. Click on the Save & Exit button to save Temporary bags with articles added to them [OPTIONAL]. Click on Close Bag button and application prompts to capture weight(OPTIONAL if not insured) Click on Close Bag button after weight capture (if or not captured) to close bag with a valid barcode. Successful bag close is followed by a pop-up message. User gets a notification of the last bag closed after acknowledging successful bag closure message. Generate a manifest by Click oning on Generate Manifest button after successful bag closure. Click on Homepage button go to Homepage or to clear screen.
Reopening Of Bags Menu Path: IPVS > Reopen Bag Reopen Bag operation is used to: Reopen closed bags
Add or remove articles or child bags from reopened bags
Reclose bags
Articles can be chosen from the list of available articles on Reopen Bag screen
Start the operation from the Reopen Bag Screen. Scan a valid closed bag barcode to reopen & add a remark (optional) for reopening. Click on Reopen button to reopen scanned bag. Reopened bag ID is showed on screen top. Add/remove articles to/from the reopened bag. Regional Office PUNE 411001
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Click on Close Bag button to capture weight. Capturing bag weight is mandatory. Click on Close Bag after capturing bag weight to reclose bag. User gets the last bag closed notification after successful bag reclose. Click on Generate Manifest to generate manifest after successful bag reclose. Click on Homepage button to go to Homepage or to clear screen.
Dispatching of Bags Menu Path: IPVS > Dispatch Bag This transaction is used to dispatch bags under available schedules to different facilities. Insured bags will not be available for dispatch unless those are approved. Articles can be chosen from the list of available articles on Reopen Bag screen.
Start the operation from the Dispatch Bag Screen. Select a Schedule to dispatch bags. List of available bags (if any), if non-insured, will show up on selecting schedule. Else insured closed bags have to be approved to prior to schedule selection. Scan the selected closed bags from the list of available bags to be dispatched bags. Scanning the available closed bags populates the To Be Dispatched list of bags. Click on Dispatch button to dispatch the list of To Be Dispatched bags. Last dispatched Mail List ID gets generated on successful bag dispatch. Click on Generate Mail List button to generate Mail List for the last successful dispatch. Click on Homepage button to go to Homepage or to clear screen.
Cancelling Dispatch Menu Path: IPVS > Cancel Dispatch Bag The transaction is used to cancel dispatched bags due to a list of selected cancellation reasons.
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Scan a valid dispatched bag. Scanned bag details get populated on the screen. Choose a reason for cancellation. Provide remarks (optional). Cancel dispatch. Click on Homepage button to go to Homepage or to clear screen.
Returning and Redirecting Article Menu Path: IPVS > Return & Redirect The transaction is used to fetch all those articles that have been returned and redirected by IPVS due to some unavoidable reasons.
Start the operation from the Return & Redirect screen.
Click on Get Return & Redirect Records to fetch records (if any). Click on Homepage button go to Homepage or to clear screen.
Flagging Bag/Article Menu Path: IPVS > Flag Bag/Article Flag Bag/Article is used to flag a bag or an article which needs to be brought under the scanner of the postal team as this item needs special attention. Start the operation from the Flag Bag/Article screen. Scan a valid bag barcode. Select a reason for flagging the bag/article from the drop-down menu. Provide a remark (optional). Click on Submit button. Click on Homepage button to go to Homepage or to clear screen.
Virtual Sort Menu Path: IPVS > Virtual Sort Regional Office PUNE 411001
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The screen is used to display the sorted list of articles which can be bagged into the respective bags. Start the operation from the Virtual Sort screen. Click on each bag list to get respective article list. Click on Refresh button to get the latest entry during the operation. Click on Homepage button to go to Homepage or to clear screen.
Mark As Pending Menu Path: IPVS > Mark as Pending The screen is used to mark articles as PENDING those which are physically undelivered/not received Also, BOOKED articles can be marked as PENDING which cannot be bagged Conversely, user can mark PENDING articles as TO BE DISPATCHED. Start the operation from the Mark Pending Articles screen. Click on Select All button to select all entries in a table. Click on Mark as To Be Dispatched button to move PENDING Articles to BOOKED Articles table. Click on Mark as Pending button to move BOOKED Articles to PENDING Articles table. Click on Refresh button to get the latest entry during the operation. Click on Homepage button to go to Homepage or to clear screen.
Viewing Reports Menu Path: IPVS > View Reports The screen is used to view and generate different kind of reports based on the operations performed. Report types include: Closure Dispatch Cancel Bag Dispatch Usage/Productivity Insured Bag/Article Flagged Bag/Article Article Details Regional Office PUNE 411001
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Return/Redirected Abstract Report Conversely, user can mark PENDING articles as TO BE DISPATCHED Start the operation from the View Reports screen. Click on each button to view respective reports. Click on Print button on respective screens to generate reports table. Click on Refresh button to get the latest entry during the operation. Click on Homepage button to go to Homepage or to clear screen.
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F&A Cash & Bank Cash Request by SO / Other Office to HO or Cash Office SO send their cash demand request to HO. 1. Login as SO_Tr
Transaction Code FV50 Enter Invoice/ Receipt Current date in D.Date (Document Date) Enter Cash Request From (SO Name) in Header Text Enter CR in Document Type Enter general ledger account number (4867100010) in GL Account Enter amount in Debit field (Cash Demanded) Enter SO Profit Centre code in Profit Center field Enter general ledger account number (4867100000 ) in GL Account Enter amount in Credit field Enter HO Profit Centre code in Profit Center field Click on Enter Click on Simulate Click on Save 2. Login as SO_MN (SPM) Click on Workplace Click on Inbox Click on Workflow Select the Request. (Double Click) Regional Office PUNE 411001
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Click on Accept/Reject as the case may be Click on OK Click on Approved Click on Enter
3. Login as HO_PM (SRPM /APM TRR) Click on Workplace Click on Inbox Click on Workflow Select the Request Document. (Double Click) HOPM can edit it is necessary. Save as complete. 4. Login as HO_Tr Click on Workplace Click on Inbox Click on Workflow Select the Request Document. (Double Click) Click on Post Document New document number is generated at HO To view new Document number T-Code ZFBL3N Enter T_code ZFI_CASHDENO Enter Document number Enter Year Enter Denomination Regional Office PUNE 411001
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Click on Execute. 5. Login as SO_Tr Click on Workplace Click on Inbox Click on Workflow Select the Request Document. (Double Click) Click on Post Document Click on Work as Complete
REPORT To view the Day Wise Cash Balance (TCB / Cashbook)
Transaction Code ZFBL3N
Cash Transfer from HO to SO (When AO & CO are same) SO send their cash demand request to HO, where accounting head office is same as cash head office.
Transaction Code FV50 SO will park the cash demand request document given below. DoP Cash A/C Dr (SO) To Cash in Transit A/C (HO) After parking the document workflow will trigger to level 1 at SO for approval – (SOSPM) (SO’s SPM) The parked document is triggered to level 2 at accounting HO, which is also a cash office. The parked document can be changed if required. It shall get released after saving it-(HO- Post master)
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At level 3, HO treasurer at Cash office will check the parked document and on selection of ‘create cash disburse document’, Cash disbursement document will be posted. System will trigger the acknowledgement receipt to initiator at SO Finally the workflow will be triggered to the SO user (Initiator/Receiver) as an acknowledgement. Receiver will check the parked document amount with the amount received and acknowledges receipt of cash by selecting the option ‘Acknowledge Receipt of cash in the work flow. Where he will accept to clear the document for cash in transit and complete work item A notification mail is sent to the inbox of Initiator giving the details of document number posted. Procedure: Start the transaction using the menu path or transaction code. Double-click SAP Logon list item. Double-click ECP list item. Enter User ID and Password Enter T code Enter the fields Document Date, Document Type, G/L acct Click Enter button. Click “S” Debit list item. Enter Amount in doc.curr. Profit center, G/L acct Click Enter Button Click “H” Credit list item. Enter Amount in doc.curr, Profit center Click Save as completed button. Click Document main menu Click Display (Ctrl+F2) menu item Click Open button. To check work flow overview, it will display the contents. Click Workflow Workflow overview menu item. Regional Office PUNE 411001
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Click Information... link label. Click on SPM label. Document is pending with PM for approval. Click SAP Business Workplace button Click Inbox tree item. Click Workflow 1 tree item. Double click on the document which was parked for approval. Click Release button. Enter Remarks, Text. Click Continue button. After getting first level approval, go to originally parked document and check workflow status for information purpose. Click Open button Click Workflow menu item. Click Workflow Work flow overview menu item. Click Information... link label. Click PM Label. Document is pending with the PM for further approval. Click SAP Business Workplace button. Click Inbox tree item. Click Workflow 1 tree item Enter Title Click Save as completed button. Enter Text Click Open button. Click Workflow menu item. Click Workflow overview menu item. Regional Office PUNE 411001
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Click Information... link label. Document is pending with the Treasurer Treasury for remittance of cash. Click SAP Business Workplace button. Click Inbox tree item. Click Workflow 1 tree item. Enter Title Click Parked Document link label for checking parked document. After checking, click on Exit button to go back for posting the document. Click Post Document link label. Click Exit button. After posting the document, update cash remittance denomination details Once Cash disbursed, accounting document will post. Treasurer will update Cash denomination below. Enter Keycode Enter Document Number, Fiscal Year, 1000 x____, 100 x____ Click Execute button. It will show Report to display. (memo of remittances to Treasury/Bank) Click Exit button. Enter T code Enter Document Number Double click on DoP cash line item Click Long text button Click on the highlighted button. Click Exit button. Click Continue button. Click Exit button.
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Now go to original parked document and check work flow status, document will be in pending status with document initiator. Click Open button Click Workflow menu item. Click Workflow Workflow overview menu item. Click Information... link label. Click Initiator label. Click SAP Business Workplace button. Click Inbox tree item. Click Workflow 2 tree item. Double click on the document which was parked and click on save button to post the document. Click Save button. Click Continue button. After posting the document, below figured window will populate. Click Parked Document link label to check document details. Click Back button. Click Complete Work Item button Result: Successfully the document got posted in system. When SO rises cash demand request, the document will get parked and after completion of approval process, it will get posted in the books of SO.
After approving Cash demand request, cash remittance document will get posted in the books of HO. After posting of two entries, an adjustment entry will get posted to nullify the cash in transit account.
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Cash Transfer to SO from SO-Cash office (When AO & CO are different) SO send their cash demand request to cash head office are different.
SO-Cash office, where accounting head office and
Transaction Code FV50 Process 1. SO will park the Cash demand request document
DoP Cash A/C Dr (SO-Requesting office) To Cash in Transit A/C (SO-Cash office)
2. After parking the document workflow will trigger to level 1 at SO for approval, then release / reject the park document(SO-SPM-Requesting office) 3. The parked document is triggered to level 2 at accounting HO (PM-Accounting Office). 4. The parked document can be changed if required and submitted it shall be triggered for Level 3 5. The parked document is triggered to level 3 at Cash office SO (SPM-Cash office). The parked document can be changed if required and after submitting the workflow will be triggered to the remittance creator. 6. Approval Level 4-(SO-Treasury-Cash office) the remittance creator will complete the workflow and Cash Disbursal document is posted. 7. Then finally the workflow will be triggered to the SO user (Receiver) as an acknowledgement. Receiver will check the parked document amount with the amount received and acknowledges receipt of cash by selecting the option ‘Acknowledge Receipt of cash ‘in the work flow. Where he will accept to clear the document for cash in transit and complete work item 8. A notification mail is sent to the inbox of Initiator giving the details of document number posted.
Procedure: Start the transaction using the transaction code. Regional Office PUNE 411001
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Enter KEYCODE Enter Document Date, Document Type, G/L acct, Amount in doc.curr Select from dropdown box. Click S Debit list item. Enter Amount in doc.curr., Profit center Click Save as completed button. Click Document main menu. Click Document--Display Ctrl+F2 menu item. Click Open button. Click Workflow menu item. Click Workflow---Workflow overview menu item to check workflow status. After getting the approval from all the respective approval authorities the work flow appears. On successful completion of work flow approval process, three documents will be posted with different document types Result: When cash disbursed by cash office the entry will be posted in cash office. When cash received by requestor office below entry will be posted in requestor office. This document will be posted automatically to nullify the cash in transit account at the end.
SO Send their Excess Cash to HO (Where CO and AO are same) SO send their Excess cash to HO, where accounting head office is same as cash head office.
Transaction Code FV50 Process: SO will send the cash to HO. SO will park the Excess cash sending request document. Regional Office PUNE 411001
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Cash in Transit A/C Dr (HO) To DOP Cash A/C (SO) After parking the document workflow will trigger to level 1 at SO (SPM) for approval it can be released/rejected. If rejected it will go back to initiator. After approval Cash will be disbursed. Then finally the workflow will be triggered to the HO Treasurer as an acknowledgement. Treasurer will check the parked document amount with the amount received and acknowledges receipt of cash by selecting the option ‘Acknowledge Receipt of cash ‘in the work flow where he will accept to clear the document for cash in transit and complete work item. A notification mail is sent to the inbox of Initiator giving the details of document number posted.
Procedure: Start the transaction using transaction code. Enter KEYCODE FV50 Enter Document Date, Header Text, Document Type, Type G/L acct 4867100000 (Cash in Transit) Click on ENTER button. InFirst Line Click S Debit list item. Enter Amount in doc.curr., Profit center (SO), G/L Acct Click on ENTER button. In Second Line Type G/L acct 4867100010 (DOP Cash) Select H Credit list item Enter Amount in doc.curr., Profit center(HO), Click Save as completed button. Transaction code-ZMEMO_REMIT-Memo of remittance to Treasury/Bank Regional Office PUNE 411001
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DocumentNo : 2016, Profit Center Name, Name of the Bank : SBM, Bank Branch: Pune, Date: Current Date, Denomination Click on Enter Click on Execute Click on Save Print Get Signature and send person to deposit the cash
Click Document main menu. Click Document--Display Ctrl+F2 menu item. Click Open button. Click Workflow menu item. Click Workflow---Workflow overview menu item to check workflow status. Click Information... link label. Approval is pending with The SPM. Click SAP Business Workplace button. Click Inbox tree item Click Workflow 1 tree item. Enter Title Click Release button. Enter Remarks and Text fields. Click Continue button. Parked document will be posted, now initiator will enter cash denomination by using T code ZFI_CASHDENO Check work flow status in posted document. Click Open button. Click Workflow menu item. Click Workflow---Work flow overview menu item Regional Office PUNE 411001
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Click Information... link label. Approval is pending with The Treasury Login as SO Trr Click SAP Business Workplace button. Click Inbox tree item Click Workflow 1 tree item. Enter Title Click Save button. Click on the highlighted buttons. Click Continue button. Click Parked Document: link label. Click Back button Click Complete Work Item button. After completion, cash received document will be posted in HO. Now print Memo & Send Cash to HO. T-Code: ZFI_cashdeno--- New Document no---2016---Denomination----execute----Save Prepare Cash Bag and send it to HO Result: When excess cash sent by SO, the entry will be parked for the approval from SO post master document will post. When cash received by HO, the entry will be posted in HO. Login as HO Tr Workplace---Inbox---Workflow---Double click---Post Distri Document---Post Document After posting of two entries, the adjustment entry will get posted to nullify the cash in transit account. Regional Office PUNE 411001
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To check whether amount received or not T code : ZFI_CASHTRANSFER DOP1---Profit Center---Date(current date)---Execute
Excess Cash Transfer from SO to ‘SO-Cash Office’ (Where CO and AO are Different) Purpose SO send their Excess cash to ’SO-Cash office’, where accounting head office & cash head office is different.
Transaction Code FV50 Process SO will send the cash to SO-Cash office SO will park the Excess cash sending request document Cash in Transit A/C Dr (SO-Cash office) To DOP Cash A/C (SO-Requesting office) After parking the document workflow will trigger to level 1 at SO (SPM Requesting office) for approval It can be released/rejected. If rejected it will go back to initiator Then finally the workflow will be triggered to the SO–Treasurer (Cash office) as an acknowledgement. Treasurer will check the parked document amount with the amount received and acknowledges receipt of cash by selecting the option ‘Acknowledge Receipt of cash ‘in the work flow. Where he will accept to clear the document for cash in transit and complete work item. A notification mail is sent to the inbox of Initiator giving the details of document number posted.
Procedure Start the transaction using the menu path or transaction code. Enter KEYCODE Enter Document Date, Document Type, G/L acct Click on Scroll Bar to move the screen from top to bottom.. Click S Debit list item. Regional Office PUNE 411001
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Enter Amount in doc.curr., Profit center, G/L Acct Click on Scroll Bar to move the screen from top to bottom.. Select H Credit list item Enter Amount in doc.curr., Profit center Click Save as completed button. Click Document main menu. Click Document--Display Ctrl+F2 menu item. Click Open button. Click Workflow menu item. Click Workflow---Workflow overview menu item to check workflow status. Click Information... link label. Click on SPM Label. Click SAP Business Workplace button. Click Inbox tree item Click Workflow 1 tree item. Enter Title Click Release button. Enter Remarks and Text fields. Check work flow status in posted document. Click Open button. Click Workflow menu item. Click Workflow---Work flow overview menu item Click Information... link label. Click on the Treasury label Regional Office PUNE 411001
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Click SAP Business Workplace button. Click Inbox tree item Click Workflow 1 tree item. Enter Title Click Save button. Click Continue button. Click Parked Document: link label. Click Back button Click Complete Work Item button. On successful completion of work flow approval process, three documents will be posted with different document types Result: When Excess cash transferred to cash office below entry will be parked in sending SO. After getting approval from SO Post master the same will be posted. When cash received by cash office an entry will be posted in cash office. This document will be posted automatically to nullify the cash in transit account at the end
Payment Cash Deposit into Bank from any Cash Office Treasurer will raise the request for cash Remittance into Bank
Transaction Code : FV50 Process: Treasurer will raise the request for cash deposit into Bank by debiting Remittance Bank clearing A/C Dr and crediting DOP cash A/C. After parking the document, workflow will trigger to level 1 for approval-(Postmaster)
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Start the transaction using the transaction code. Enter KEYCODE FV50 Enter Document Date, Header Text, Document Type {RB(Bank Remittance)}, First line item Enter 4867700131 (Remittance Bank) in G/L acct Click S Debit list item. Enter Amount in doc.curr., Profit center, Click on Scroll Bar to move the screen from top to bottom. Second line item Enter 4867700010 (DOP Cash) in G/L acct Select H Credit list item Enter Amount in doc.curr Profit center Click Save as completed button. Login as SPM Click Open button. Click Workflow menu item. Click Workflow---Workflow overview menu item to check workflow status. Click Information... link label. Note: Post master has to approve once cash will deposit (remit) in to bank and get the counter receipt (ACG 11) with stamped with bank. Click on PM Label. Treasurer will fill the all data and give the print out and send with cash to deposit. This need to fill the data before posting the parked document, once post it will not accept and it should tally document posted amount and denomination amount. Transaction code-ZMEMO_REMIT-Memo of remittance to Treasury/Bank Regional Office PUNE 411001
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DocumentNo : 2016, Profit Center Name, Name of the Bank : SBM, Bank Branch: Pune, Date: Current Date, Denomination Click on Enter Click on Execute Click on Save Print Get Signature and send person to deposit the cash Click on PM Label Click Inbox tree item Click Workflow 1 tree item. Click Save button. Click Open button. Click Workflow menu item. Click Workflow---Work flow overview menu item Click Close button. Click Back button. Click Document main menu. Click Document Display Ctrl+F2 menu item. Result: Document posted successfully. To check whether the HO money is reduced go to t Code ZFBL3N
Cash Withdrawal from Bank by Treasurer Treasurer will raise the request for cash withdrawal
Transaction Code : FV50 Process: Treasurer will raise the request for cash Withdrawal by debiting DOP cash A/C. and crediting Drawings Bank clearing A/C After parking the document workflow will trigger to level 1 for approval-(Post master) Regional Office PUNE 411001
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Procedure: Start the transaction using the transaction code FV50. Enter KEYCODE Enter Document Date, Document Type, G/L acct 4867100010 Click S Debit list item. in second line Enter Amount in doc.curr., Profit center, G/L Acct 4867000132 Select H Credit list item Enter Amount in doc.curr Profit center Click Save as completed button. Note the Document Number. Click Document main menu. Click Document--Display Ctrl+F2 menu item. Click Open button. Click Workflow menu item. Click Workflow---Workflow overview menu item to check workflow status. Click Information... link label. Note: Post master has to approve once cash will withdraw (remit) in to bank and get the counter receipt (ACG 11) with stamped with bank. Login as HO Postmaster: Click on PM Label. Click SAP Business Workplace button Click Inbox tree item Click Workflow 1 tree item. Click Simulate Click Save button. Work flow is now completed.
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Now the HO treasurer can login and check his inbox to check the document posted, he will generate cheque
to withdraw from bank using the transaction code FCH5
Type in the document number noted earlier. Click on DOPI Enter MH058 in HouseBank Type Account ID D0001 Click on Enter cheque Number. Select the last cheque Number & change next number Click on Enter Select SELF Select PUNE Select IN Click on Save
Out Going Payment to Vendors and Customers Payments to Vendor For making vendor payment manually Menu Path Accounting -> Financial Accounting -> Accounts Payable-> Document Entry-> Invoice – General
Transaction Code F-04 Process: Select any unpaid vendor invoice or post any vendor invoice for making payment.
Procedure: Start the transaction using the transaction code. Enter KEYCODE F-04 Enter Document Date and Account Enter Amount, P Key, Account Enter Amount and Cost Center Click Save and Click Enter Click Document main menu. Regional Office PUNE 411001
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Click Document Display menu item to check the document posted. Go to Easy access menu by Clicking exit button. Click on exit button. It will display the message. Click yes button Enter Document Date Click Passcode /Bank Code text box. Click Double square button. Double-click BANK label Enter Amount and Profit Center. Click Document Number radio button. Click Process Open Items button. Enter details in From field. Click Document main menu. Click Document--Simulate menu item. Click Save button Click Document main menu Click Document Display menu item to see the document posted. Result: Payment has done successfully.
Receipts from Customer For making customer receipt manually Menu Path Accounting -> Financial Accounting ->Accounts Receivable ->Document Entry >Incoming Payments Regional Office PUNE 411001
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Transaction Code F-28 Procedure: Start the transaction using the transaction code. Enter KEYCODE Enter Document Date Click Passcode/Bank Code text box. Click Double square button. Double-click BANK label Enter Account, Amount and Profit Center. Click Document Number radio button. Click Process Open Items button. Enter details in From field. Click Document main menu. Click Document--Simulate menu item. Click Save button Click Document main menu Click Document Display menu item to see the document posted. Result: Receipt has done successfully. =====================================================================
Extracting Day wise Cash balance report To know the day wise opening and closing balance of each office.
Transaction code: ZFBL3N Start the transaction using the transaction code. Enter KEYCODE Regional Office PUNE 411001
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Enter G/L Account, Profit Center, Posting Date, To
Extracting Reconciliation Statement of Drawings and Remittances Report Reconciliation statement of drawings and receipts bank branch wise, difference brought forward from the reconciliation statement of the previous month and drawings from the bank as per schedule of drawings from the bank for the month.
Transaction code: ZFI_RECON Start the transaction using the transaction code. Enter KEYCODE Enter Company Code, Fiscal Year, Posting period, Bank Account No. Click Receipts radio button. Select Payments button for remittances. Click Execute button. Enter Output Device Click Print preview button.
ECB MEMO Extracting Liquidity Forecasting DoP Liquidity Forecasting will gather cash management information to predict the cash balance on given day based on planned cash/bank or payment/receipt transactions. Liquidity Forecast in DoP will allow a user to predict future cash outflows such as Accounts Payable transactions (i.e. vendor dues, cash certificate maturity payments, pension payments). Liquidity forecast report will be generated. This report will show the consolidated cash requirement along with the cash position for that day when the report is being generated
Transaction code: ZLIQF Start the transaction using the transaction code. Enter KEYCODE Enter Company Name, Profit Center, Begin Date, End Date Click Execute button. Regional Office PUNE 411001
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General Ledger Master DOP has 15 digits General Ledger Account numbers. Now in CSI we will be using 10 digits General Ledger codes.
The person having authority to use the GL Code can operate the transaction code. To find out any type of GL Head
Transaction code: FS00 Click on GL Account Field /double square Fill the blanks : Type in * GL Account name* in GL Long Text (eg : *DOP*Cash*) Click on ENTER (GL Head List displayed) Voucher Posting (Cash Below Rs.5000/-)
T-Code : F-02 Click on Enter Type Document Date Select SK in Type (Cash Document) Type DOPI in company Code Type INR in Currency First line Item is displayed Select PKey as 40 (Debit Entry) Click on Tab Key Click on F4 in Account Field Select the General Ledger Click on Enter The entry will be displayed on the screen Type amount in Amount Type Tax Code (if applicable) Click on More Tab Type number of your office in Cost Center Click on Enter (Tick mark) For entering the particulars click on Text The entry will be displayed on the screen Select PKey as 50 (Credit Entry) Regional Office PUNE 411001
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Click on Tab Key Click on F4 in Account Field Select the General Ledger Click on Enter The entry will be displayed on the screen Type amount in Amount (by typing * you can get the amount entered in previous screen) Click on More Tab Type number of your office in Profit Center Click on Enter (Tick mark) Click on Document Menu Click on Simulate Debit- Credit entry will be displayed on the screen Amount will get nullified and will be shown as zero (0) Click on Post Note the Document number With the help of this document number to view the entry type FB03 Click on Enter Type Document Number Click on Enter To make payment though cheque
T-Code: F-58 Click on Enter Type DOPI in Company Code Type C in Payment Method Type SBI Treasury in House Bank (according to city) Click on Enter Payments Type Document Date, Posting Date, Bank Code (F4), Amount Click on Vendor / Customer (F4) Click on Process Open Items (all due payements will be displayed for a particular vendor) Click on Select All, De-activate Items (check properly) Total amount should be zero Click on Document Menu, Simulate, Post Note the Document number You can Print / write Cheque Regional Office PUNE 411001
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Type the GL Module with the help of print out
ERROR HANDLING For Error Messages 1. The number indicated is not in any valid external interval. Help: Object number range is not external but internal; the system automatically assigns the number (ID) to the object. While creating, leave the object field empty and then click on create button 2. User Authentication failed Help: please enter valid user name and password to login to the portal
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