EV Parts Planning

Electric Vehicle |Parts| Planning| SALES

EV Demand Planning helps to find insufficient stock present in the branch while creating Sale order. This utility automatically generates Purchase Order for all the deficient items tagged in Sale Order.

PROCESS FLOW

To access EV Demand Planning process:

· In the Excellon 5.5 application, go to Part module àPlanning→ EV Demand Planning

User Interface

Field Description

Field	Description
Show Sale Order for Store	Display the Show order for Store
Show Sale order for Customer	Display/Select the show sale order for customer
Show Sale order for part	Display the show sale order for part
Get Data	Reflect the data
Department	Display/Select the Department
Employee	Display/Select the Employee
Document Name	Display/Select the Document Name
Part	Display the part
Part Name	Display/Select the Part name
Document Date	Display the Document Date
Customer	Display the Customer
Customer Name	Display the customer’s name
UOM	Display the UOM
Requirement Date	Enter the requirement date
Priority	Select the priority of the ordered part
Cancel Qty	Display the Cancel Qty
Remarks	Enter the Remarks if any
Qty	Display the Qty

OVERVIEW: EV AUTO PICK

This utility helps to quickly identify the available quantities and set picked quantities for each item which are populated based on certain criteria. The utility only treats items which are not critical or in other words, for items where the priority is set as Low, Medium, and High.

User can easily set Picked Quantities for Sale Orders based on Expiry of Requested Date, Promised Date, Customer who paid %Advance Amount, Customer who did not paid any amount, default allocation by ranking and percentage ranking.

PROCESS FLOW

To access EV Auto Pick process:

· In the Excellon 5.5 application, go to Electric VehicleàPart àPlanning→ EV Auto Pick

User Interface

Field Description

Field	Description
Priority	Display the Priority
Requested Date Expired (in days)	Display the requested date expired in days
Promised Date in days	Display the Promised date in days
Advance Status	Display the advance status
Customer with advance	Display the Customer with advance
Customer with 100% Advance	Display/Select the customer with 100% Advance
Customer with no advance	Display/Select the customer with no Advance
Customer with Finance Cleared	Display the customer with finance cleared
Default allocation by ranking	Display the default allocation by ranking
Percent Allocation	Display the percent allocation
Go	Click on the Go tab and all the data will reflect
Part Name	Display the Part Name
UOM	Display the UOM
Location	Display the Location
Qty	Display the Qty
Pending Qty	Display the Pending Qty
Picked Qty	Display the picked Qty
Document Name	Display the document name
Document Date	Display the document date
Requested Date	Display the Requested date
Promised date	Display the promised date
Valid till date	Display the valid till date
Select	Select the Checkbox

OVERVIEW: EV FORECASTING

EV Forecasting is the process of estimation of sales in unknown situations like seasonal variation, industrial growth, and various other factors. This process helps in planning the stock for different branches and calculating the future growth of business.

PROCESS FLOW

To access EV Forecasting process:

· In the Excellon 5.5 application, go to Electric Vehicle apart à Planning→ EV Forecasting

User Interface

Field Description

Field	Description
Branch	Display the Branch
Period From	Display the Period from
Period To	Display the Period To
Sensational Variation	Display the Sensational Variation
Industry Growth	Display the Industry Growth
Other Factors	Display the Other Factors
Go	Select the Go tab to reflect data
Part	Display the Part
Part Name	Display the Part name
Branch	Display the Branch
Company	Display the company
UOM	Display the UOM
Previous Year Qty	Display the previous Year Qty
Current year pending SO Qty	Display the current year pending SO Qty
Current Year Qualified Qty	Display the Current year qualified Qty
Current Year SSL Qty	Display the Current year SSL Qty
Current Year Pending Service Qty	Display the Current Year Pending Service Qty
Total Current Year Qty	Display the Total Current Year Qty
Period Variation	Display the Period Variation
Sensational Variation	Display the Sensational Variation
Industry Growth	Display the Industry Growth
Other Factor	Display the Other Factor
Part Group	Display the Part Group
Forecasted Qty	Display the Forecasted Qty

OVERVIEW: EV PARTS SALES INCENTIVE MASTER

EV Parts Sales Incentive Master document helps to define and create incentive plans on several parametric conditions. OEM HO users and Dealerships can define individual Incentive plans for them. Dealerships creating plans requires HO approval. HO user will verify the Incentive Master and can approve and publish for use. Incentives are applicable to group and individuals both – for model, customer, company etc. Incentives can be created based on target type such as Quantity or Value (amount). And the period selection has provision of different variants like Monthly, Fortnightly, Daily, Quarterly, and Custom.

PROCESS FLOW

To access EV Parts Sales Incentive Master, follow the path as mentioned below:

In the Excellon 5.5 application, go to Electric VehicleàPart àPlanning → Sales à Incentive à EV Parts Sales Incentive Master

User Interface

Field Description

Field	Description
Reference Incentive	Select an old reference Incentive plan, to create a new.
Code	Displays the unique code for Incentive document.
Name	Add name of the Incentive plan, newly created.
Description	Add description of Incentive plan to explain the purpose.
Reference No	Add a reference number.
Campaign Number	Select the name of campaign name, if applicable.
Applicable Period Type	Select the applicable period type for which Incentive will be set as active.
Applicable From Date	Displays or select the applicable start date for Incentive.
Applicable to Date	Displays or select the applicable end date for Incentive.
Target Type	Select the Incentive target type as Quantity or Value (Amount)
Include Tax	Check if taxes to be included in the Incentive plan.
Exclude Return	Check if customer returns the product, it should not be considered in Incentive plan.
Exclude Discount	Check if, discounted sales should not be included in Incentive plan.
Incentive Calculation Type	Select the Incentive Calculation type
Calculation Type	Select the calculation type
Growth From Date	Select the period start date for Growth
Growth To Date	Select the period end date for Growth
Incentive Details
Part	Display the Part
Part Name	Display the part name
Part Group	Display the part group
Company	Display the company name
Customer Group	Display the customer group
Payee Group	Display the Payee Group
View Details	Display the View Details
View Eliminated Details	Display the View Eliminated details

OVERVIEW: EV PARTS SALES INCENTIVE CALCULATION

EV Parts Sales Incentive Calculation is a utility feature which helps to calculate and identify the Incentive amount to be paid to respective user groups on achievement of set targets. Incentive Amount can be override before accepting or rejecting. The calculation utility shows information of achieved target, actual target, and calculative amount on achievements.

PROCESS FLOW

To access EV Parts Sales Incentive Calculation, follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric VehicleàPart àPlanning → Sales à Incentive à EV Parts Sales Incentive Calculation

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
Incentive Calculation Type	Displays the incentive calculation type as per selected plan.
Period Type	Displays the period type as set in selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
Get Data	Click get data to fetch the sales records.
Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.

Part Name	Displays Part name.
Part Group	Displays the name of Part Group.
Part Family	Display the Part Family
Target Type	Displays the Target type – name.
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive Reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount.
Target	Displays the target.
Target from %	Displays the starting slab of target percentage.
Target To %	Displays the ending slab of target percentage.
Is Target Achieved	Displays the achieved quantity or value by the person.
Achieved Target	Display the Achieved Target
Achieved Percentage	Displays the percentage achieved.
Cumulative Incentive Amount	Displays the cumulative incentive amount.
Basic incentive Amount	Displays the basic incentive amount.
Purchase value	Display the Purchase value
Marginal Value	Displays the marginal value.
Original Payable Amount	Displays the calculated original amount to be paid.
Payable Amount	Allows to edit the incentive paid amount.
Approve	Check and approve the document.
Reject	Check and reject the document.
Remarks	Add the comments or remarks with respect to approved or rejection.
Applicable Item Name	Display the Applicable Item Name

OVERVIEW EV PARTS SALES INCENTIVE APPROVAL

EV Part Sales Incentive Approval is the second level workflow process which helps the authorized higher user to view all the approved and edit calculations for Incentive. Further approving this, confirms the system for the final payments to be made to all eligible person. This document is like calculation utility with addition of fields like Approved Date, Approved by and Approved Amount.

PROCESS FLOW

To access EV Part Sales Incentive Approval, follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric VehicleàPart àPlanning → Sales à Incentive à EV Part Sales Incentive Approval

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
Incentive Calculation Type	Displays the incentive calculation type as per selected plan.
Period Type	Displays the period type as set in selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
From Qty	Add from Quantity to filter data on quantity basis.
To Qty	Add to Quantity to filter data.
From Amount	Add from Amount to filter data
To Amount	Add to Amount to filter data.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Target Type	Displays the Target type – name.
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Target	Displays the target.
Target From %	Displays the starting slab of target percentage.
Target To %	Displays the ending slab of target percentage.
Is Target Achieved	Displays the achieved quantity or value by the person.
Achieved Percentage	Displays the percentage achieved.
Cumulative Incentive Amount	Displays the cumulative incentive amount.
Basic Incentive Amount	Displays the basic incentive amount.
Purchase Value	Display the Purchase Value
Marginal Value	Displays the marginal value.
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Approval Date	Displays the approved date.
Approved By	Displays the person’s name who approved the Incentive paid calculations.
Approval Amount	Displays the approved amount
Remarks	Add the comments or remarks with respect to approved or rejection.
Status	Shows the status of the Incentive document.

OVERVIEW EV PARTS SALES INCENTIVE APPROVAL

PROCESS FLOW

To access EV Part Sales Incentive Approval, follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric VehicleàPart àPlanning → Sales à Incentive à EV Part Sales Incentive Approval

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
Incentive Calculation Type	Displays the incentive calculation type as per selected plan.
Period Type	Displays the period type as set in selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
From Qty	Add from Quantity to filter data on quantity basis.
To Qty	Add to Quantity to filter data.
From Amount	Add from Amount to filter data
To Amount	Add to Amount to filter data.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Target Type	Displays the Target type – name.
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Target	Displays the target.
Target From %	Displays the starting slab of target percentage.
Target To %	Displays the ending slab of target percentage.
Is Target Achieved	Displays the achieved quantity or value by the person.
Achieved Percentage	Displays the percentage achieved.
Cumulative Incentive Amount	Displays the cumulative incentive amount.
Basic Incentive Amount	Displays the basic incentive amount.
Purchase Value	Display the Purchase Value
Marginal Value	Displays the marginal value.
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Approval Date	Displays the approved date.
Approved By	Displays the person’s name who approved the Incentive paid calculations.
Approval Amount	Displays the approved amount
Remarks	Add the comments or remarks with respect to approved or rejection.
Status	Shows the status of the Incentive document.

OVERVIEW: EV PARTS SALES INCENTIVE DOCUMENT

EV Part Sales Incentive Document is used by the sales superiors to their subordinates to reward them the extra monetary benefits based on the achievement of the target allotted to them. This Incentive can be calculated on the basis of parameters such as Target Base, Growth Achieved, Finance amount based, Insurance Based, Margin Based, & Commission based.

PROCESS FLOW

To access EV Part Sales Incentive Document, follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle àPart àPlanning àSales à Incentive à EV Part Sales Incentive Document

User Interface

Field Description

Field	Description
Company	Display/Select the company
Branch	Select the Branch
Incentive Reference No	Display the incentive reference number
Approval valid till date	Display/ Select the Approval valid till date
Period Type	Display the Period Type
Calculation Type	Display the Calculation Type
Incentive Calculation Type	Display the Incentive calculation Type
Branch	Display the Branch
Contact	Display the Contact
Contact Group	Display the Contact group
Part	Displays the code of Part.
Part Group	Displays the name of Part Group.
Applicable Item	Display the Applicable Item
Contract Type	Display the Contract Type
Var Matrix	Display the Var matrix
Expected Target	Display the Expected target
Actual Target Achieved	Display the Actual Target Achieved
Target Achieved Percentage	Display the Target Achieved Percentage
Payable Amount	Displays the calculated original amount to be paid.
Marginal Value	Displays the marginal value.
Sale Value	Display the Sale Value
Purchase Value	Display the Purchase Value
Cancellation Date	Display the Cancellation Date
Cancellation Type	Display the Cancellation Type
Cancellation Remark	Display the Cancellation Remark
Is Accepted	Click the check box
Acceptance Remark	Display the Acceptance Remark
Is Rejected	Display / Click the check box
Rejection Remarks	Display the Rejection Remarks
Is Process Completed	Display the Is process Completed
Approval or Rejection Date	Display the Approval or Rejection Date
Approval Remark	Display the Approval Remark
Is Closed	Click the Check Box
Customer Group 1	Display the Customer Group 1
Customer Group 2	Display the Customer Group 2
Customer Group 3	Display the Customer Group 3
Customer Group 4	Display the Customer Group 4
Customer group 5	Display the Customer Group 5

OVERVIEW: EV PARTS SALES COMMISSION MASTER

EV Parts Sales Commission Master is the screen where the user would define the commission configuration such as its execution dates, applicability details (item, item family, customer group, and payee) along with amount to be given as commission. It would also have the provision to define whether the commission is to be calculated on gross line amount (Before line discount) or on the net line discount (After line discount). It would also have the provision to exclude taxation from commission calculation. Commission master would also have the provision to copy the commission set up executed in the past, this functionality would copy all the applicability and conditional details captured in the reference commission master.

PROCESS FLOW

To access EV Parts Sales Commission Master

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric VehicleàPlanning → Sales à Incentive à EV Parts Sales Commission Master

User Interface

Field Description

Field	Description
Reference Incentive	Select an old reference Incentive plan, to create a new.
Code	Displays the unique code for Incentive document.
Name	Add name of the Incentive plan, newly created.
Description	Add description of Incentive plan to explain the purpose.
Applicable From Date	Displays or select the applicable start date for Incentive.
Applicable to Date	Displays or select the applicable end date for Incentive.
Target Type	Select the Incentive target type as Quantity or Value (Amount)
Exclude Return	Check if customer returns the product, it should not be considered in Incentive plan.
Include Tax	Check if taxes to be included in the Incentive plan.
Exclude Discount	Check if, discounted sales should not be included in Incentive plan.
Reference No	Add a reference number.
Campaign Number	Select the name of campaign name, if applicable.
Incentive Details
Part	Display the Part
Part Name	Display the part name
Part Group	Display the part group
UOM	Display the unit of measurement
Company	Display the company name
Company Group	Display the Company Group
Customer Group	Display the customer group
Payee Group	Display the Payee Group
Commission per Unit Amount	Display the Commission per unit amount
Commission Percentage	Display the Commission Percentage
View Eliminated Details	Display the View Eliminated details

OVERVIEW: EV PARTS SALES COMMISSION CALCULATION

EV Part Sales Commission Calculation Utility is used to display calculated Commission. Commission calculation or verification which is the first step of 2 level approval process. The screen would display the details of calculated Commission amount along with name of payee or payee group. The user would have the provision to approve or reject the Commission with provision to mention remarks.

Further remarks entered in Commission verification screen would be displayed in Commission report. Commission verification would also display the details of eligible document so that the user can verify the details captured at transactional level. After getting approved or rejected in Commission verification screen all the records would go for approval.

PROCESS FLOW

To access EV Part Sales Commission Calculation,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Sales à Incentive à EV Part Sales Commission Calculation

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
Get Data	Click get data to fetch the sales records.
Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Original Payable Amount	Display the Original Payable Amount
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Remarks	Add the comments or remarks with respect to approved or rejection.

OVERVIEW: EV PARTS SALES COMMISSION APPROVAL UTILITY

EV Parts Sales Commission Approval Utility is used to approved calculated commission. After getting verified in the commission verification screen all the details would be displayed in commission approval utility. Commission approval utility is the last step of verification after which the approved commission amount would be paid to payee. commission approval screen displays all the details captured in commission verification along with provision to enter the approved commission amount. Commission approval would also display the records rejected in verification screen along with authority to approve the same.

Commission approval would also display the records rejected in verification screen along with authority to approve the same. It would also display the verification remarks which would help approval authority to re-evaluate the commission data.

PROCESS FLOW

To access EV Parts Sales Commission Approval Utility,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Sales à Incentive à EV Parts Sales Commission Approval Utility

User Interface

Field Description

Field	Description
Incentive	Display the incentive
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
From Qty	Add from Quantity to filter data on quantity basis.
To Qty	Add to Quantity to filter data.
From Amount	Add from Amount to filter data
To Amount	Add to Amount to filter data.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Approval Date	Displays the approved date.
Approved By	Displays the person’s name who approved the Incentive paid calculations.
Approval Amount	Displays the approved amount
Remarks	Add the comments or remarks with respect to approved or rejection.
Status	Shows the status of the Incentive document.

OVERVIEW: EV PARTS SALES COMMISSION DOCUMENT

EV Part Sale Commission Document is used to view all the Commission related documents. This gives a brief idea of Commission approvals or the rejections in the branch. This also gives an insight of whether the commission amount has been credited and the total amount credited as well. Using this utility, a user can view whether the commission scheme is open or closed.

PROCESS FLOW

To access EV Parts Sales Commission Document,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Sales à Incentive à EV Parts Sales Commission Document

User Interface

Field Description

Field	Description
Company	Display/Select the company
Branch	Select the Branch
Commission	Display the Commission
Commission Reference No	Display the incentive reference number
Period Type	Display the Period Type
Calculation Type	Display the Calculation Type
Incentive Calculation Type	Display the Incentive calculation Type
Branch	Display the Branch
Contact	Display the Contact
Contact Group	Display the Contact group
Part	Displays the code of Part.
Part Group	Displays the name of Part Group.
Applicable Item	Display the Applicable Item
Contract Type	Display the Contract Type
Var Matrix	Display the Var matrix
Expected Target	Display the Expected target
Actual Target Achieved	Display the Actual Target Achieved
Target Achieved Percentage	Display the Target Achieved Percentage
Payable Amount	Displays the calculated original amount to be paid.
Marginal Value	Displays the marginal value.
Sale Value	Display the Sale Value
Purchase Value	Display the Purchase Value
Cancellation Date	Display the Cancellation Date
Cancellation Type	Display the Cancellation Type
Cancellation Remark	Display the Cancellation Remark
Is Accepted	Click the check box
Acceptance Remark	Display the Acceptance Remark
Is Rejected	Display / Click the check box
Rejection Remarks	Display the Rejection Remarks
Is Process Completed	Display the Is process Completed
Approval or Rejection Date	Display the Approval or Rejection Date
Approval Remark	Display the Approval Remark
Is Closed	Click the Check Box
Customer Group 1	Display the Customer Group 1
Customer Group 2	Display the Customer Group 2
Customer Group 3	Display the Customer Group 3
Customer Group 4	Display the Customer Group 4
Customer group 5	Display the Customer Group 5

Electric Vehicle |Parts| Planning| Procurement

OVERVIEW: EV AUTO ORDERING (MSL)

EV Auto Ordering MSL utility generates automatic Purchase Order for the items that reaches its minimum stock level i.e., less than minimum quantity or reorder quantity specified in the master. It also takes into consideration all the pending sale order and pending purchase order as on date while calculating the minimum stock level.

PROCESS FLOW

To access EV Auto Ordering MSL,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Procurement à Incentive à EV Auto Ordering MSL

User Interface

Field Description

Field	Description
Filters
Show Items of Selected Branch	Display/Select the show items of selected branch
Show Items Less Than Entered Cost	Display/Select the Show item less than entered cost
Show Items For entered Amount	Display/Select the Show Items for Entered Amount
Show Items for Selected Item Group	Display/Select Show Items for Selected Item Group
Show Items for Selected Class	Display/Select the Show Items for selected class
Show Items for Select moving Type	Display/Select the show items for select moving type
Options
Pending Sale Order	Click the pending sale order if any
Pending Purchase Order	Click the pending Purchase Order If any
Less Than Min Qty	Click the Check box for less than mini if any
Less Than Recorder Qty	Click the checkbox for less than recorder qty
Select all	Display the Select all
Get Data	Display all the respective data
Supplier	Display/Select the Supplier
Department	Display the Department
Employee	Select the Employee
Valid till date	Display the Valid till date
Generate Purchase Order	Display the Generated Purchase order
Select	Display the Select tab
UOM	Display the Unit of Measurement
Rate	Display the Rate
Minimum Qty	Display the Minimum Qty
Maximum Qty	Display the Maximum Qty
Recorder Qty	Display the Recorder Qty
Total Stock	Display the Total Stock
Purchase Qty	Display the Purchase Qty

OVERVIEW: EV AUTO ORDERING FORECASTING

EV Auto Ordering Forecasting utility generates automatic Purchase Order for the items that has been derived from sales forecasting. The Purchase Order is thus created based on the future estimation of sales.

This process helps in planning the stock for different branches and calculating the future growth of business.

PROCESS FLOW

To access EV Auto Ordering Forecasting,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Procurement à Incentive à EV Auto Ordering Forecasting

User Interface

Field Description

Field	Description
Branch	Display/Select the Branch
Get Data	Display the data
Supplier	Display the Supplier
Department	Display/Select the department
Employee	Display/Select the Employee
Valid Till date	Display the Valid till date
Part Code	Display/Select Part Code
Part Name	Display the Part Name
Part Description	Display the Part Description
UOM	Display the Unit of Measurement
Purchase Qty	Display the Purchase Qty
Rate	Display the Rate
Select all	Display the Select all
Minimum Qty	Display the Minimum Qty
Maximum Qty	Display the Maximum Qty
Recorder Qty	Display the Recorder Qty
Total Stock	Display the Total Stock

OVERVIEW: EV AUTO ORDERING DEMAND PLANNING

EV Auto Ordering Demand Planning utility automatically generate Purchase Order for all the items that has been requested earlier and for which order is not generated. This document helps in converting multiple Purchase Requisition document having status ‘Open’.

PROCESS FLOW

To access EV Auto Ordering Demand Planning,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Procurement à Incentive à EV Auto Ordering Demand Planning

User Interface

Field Description

Field	Description
Branch	Display/Select the Branch
Part	Display the Part
Requested Date	Display the Requested Date
Priority	Display/Select the Priority
Supplier	Display/Select the Supplier
ABC Group	Display the ABC Group
FSN Group	Display/Select the FSN Group
Select All	Display the Select All
Supplier	Display the Supplier
Employee	Display the Employee
Department	Display the Department
Valid date	Display the Valid date
Select	Display the Select
UOM	Display the Unit of measurement
Reference No	Display the Reference number
Requirement date	Display the Requirement date
Requisition Qty	Display the Requisition Qty
Purchase Qty	Display the Purchase Qty

OVERVIEW: EV AUTO ORDERING AVERAGE SALE

EV Auto Ordering Average Sale utility helps in calculating the average demand of the items and accordingly plan future stock of company. It also gives you an update of time required for procuring the on-demand items. All these factors together facilitate raising the Purchase Order.

PROCESS FLOW

To access EV Auto Ordering Average Sale,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Procurement à Incentive à EV Auto Ordering Average Sale

User Interface

Field Description

Field	Description
Branch	Display/Select the Branch
Months MAD	Display the Months MAD
Supplier	Display the Supplier
AVG MAD	Display the Average MAD
Demand Fluctuation	Display the Demand Fluctuation
Item Lead Time	Display the Item Lead Time
Max Lead Time	Display the Max Lead time
Average Lead Time	Select the Average Lead Time
Lead Fluctuation	Display the Lead Fluctuation
On Order	Select the On Order tab
Back Order	Select the Back Order
No Of Working Days	Select the No of Working Days
Order Cycle	Display the Order Cycle
Department	Display the Department
Employee	Select the Employee
Get Data	Display the Data
Part	Display the Part
Part Name	Display the Part name
Part Description	Display the Part Description
UOM	Display the Unit of measurement
Rate	Display the Rate
Order document Name	Display the Order Document Name
AVG(MAD)	Display the AVG MAD
MAX MAD	Display the Max MAD
Part Time Lead	Display the Part Time Lead
Max (Lead time)	Display Max Lead Time
AVG (Lead time)	Display the Average Lead Time
Lead Fluctuation	Display the lead fluctuation
Demand Fluctuation	Display the Demand Fluctuation
Safety Stock	Display the Safety Stock
On Order	Display the On Order
Back Order	Display the Back Order
On Hand	Display the On Hand Qty
MIP	Display the MIP
SOQ	Display the SOQ

OVERVIEW: EV BUY ONE SALE ONE

Buy One Sale One utility allows the system to generate Purchase Order on dealer’s behalf for the spare parts sold in a date range. The purchase order generated by the system can be viewed from the “Purchase Order” catalogue view. The purchase quantity in the purchase order can be edited if required, until it is submitted. Once the purchase order is submitted, the document gets interfaced with SAP against which sale order and sale invoice is generated in SAP, which then gets reflected in the dealer’s GRN

screen.

PROCESS FLOW

To access EV Buy One Sale One,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Procurement à Incentive à EV Buy One Sale On

User Interface

Field Description

Field	Description
Company	Display the Company
Branch	Display/Select the Branch
From Date	Display the From Date
To Date	Display the To Date
Supplier	Display the Supplier
Employee	Display the Employee
Reference	Display the Reference
Generate Data	Display the Generated Data
Average Lead Time	Select the Average Lead Time
Part	Display the Part
Part Name	Display the Part name
Purchase Part Code	Display the Purchase Part Code
Purchase Part Name	Display the Purchase Part Name
UOM	Display the UOM
Qty	Display the Qty
Rate	Display the Rate

OVERVIEW: EV PARTS PROCUREMENT INCENTIVE MASTER

EV PARTS-PROCUREMENT Incentive master

is the set-up screen where the administrator would define the incentive applicability on purchase of parts for Payee or Payee group. Incentive master would also have the provision to copy the incentive set up executed in the past, this functionality would copy all the applicability and conditional details captured in the reference incentive master. Incentive master would also capture the payee type to whom the calculated incentive amount would be paid.

PROCESS FLOW

To access EV Parts Procurement Incentive Master,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Partsà Planning → Procurement à Incentive à EV Parts Procurement Incentive Master

User Interface

Field Description

Field	Description
Reference Incentive	Select an old reference Incentive plan, to create a new.
Code	Displays the unique code for Incentive document.
Name	Add name of the Incentive plan, newly created.
Description	Add description of Incentive plan to explain the purpose.
Reference No	Add a reference number.
Campaign Number	Select the name of campaign name, if applicable.
Applicable Period Type	Display the applicable period type
Applicable from date	Display the applicable from date
Applicable to Date	Displays or select the applicable end date for Incentive.
Target Type	Select the Incentive target type as Quantity or Value (Amount)
Include Tax	Check if taxes to be included in the Incentive plan.
Exclude Return	Check if customer returns the product, it should not be considered in Incentive plan.
Exclude Discount	Check if, discounted sales should not be included in Incentive plan.
Incentive Calculation Type	Display the Incentive Calculation Type
Calculation Type	Display the Calculation Type
Growth From Date	Display the Growth from date
Growth To Date	Display the growth to date
Incentive Details
Target	Display the target
Part	Display the Part
Part Name	Display the part name
UOM	Display the unit of measurement
Part Group	Display the part group
Company	Display the company name
Company Group	Display the Company Group
Payee Group	Display the Payee Group
View Details	Display the view details
View Eliminated Details	Display the View Eliminated details

OVERVIEW: EV PARTS PROCUREMENT INCENTIVE CALCULATION

EV Parts Procurement Incentive Calculation is used to display calculated incentives. Incentive calculation or verification which is the first step of 2 level approval process. The screen would display the details of target assigned, target achieved, its percentage achievement, calculated incentive amount along with name of payee or payee group. The user would have the provision to approve or reject the incentive with provision to mention remarks.

Further remarks entered in incentive verification screen would be displayed in incentive report. Incentive verification would also display the details of eligible document so that the user can verify the details captured at transactional level. After getting approved or rejected in incentive verification screen all the records would go for approval.

PROCESS FLOW

To access EV Parts Procurement Incentive Calculation,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Procurement à Incentive à EV Parts Procurement Incentive Calculation

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
Incentive Calculation Type	Displays the incentive calculation type as per selected plan.
Period Type	Displays the period type as set in selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Target Type	Displays the Target type – name.
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Insurer Company	Display the Insurer company
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Target	Displays the target.
Target From %	Displays the starting slab of target percentage.
Target To %	Displays the ending slab of target percentage.
Is Target Achieved	Displays the achieved quantity or value by the person.
Achieved Percentage	Displays the percentage achieved.
Cumulative Incentive Amount	Displays the cumulative incentive amount.
Basic Incentive Amount	Displays the basic incentive amount.
Purchase Value	Display the Purchase Value
Marginal Value	Displays the marginal value.
Original Payable Amount	Display the Original Payable Amount
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Remarks	Add the comments or remarks with respect to approved or rejection.

OVERVIEW: EV PARTS PROCUREMENT INCENTIVE APPROVAL

EV Part Procurement Incentive Approval Utility is used to approved calculated incentive. After getting verified in the incentive verification screen all the details would be displayed in incentive approval utility. Incentive approval utility is the last step of verification after which the approved incentive amount would be paid to the payee. Incentive approval screen displays all the details captured in incentive verification along with provision to enter the approved incentive amount. Incentive approval would also display the records rejected in verification screen along with authority to approve the same.

Incentive approval would also display the records rejected in verification screen along with authority to approve the same. It would also display the verification remarks which would help approval authority to re-evaluate the incentive data.

PROCESS FLOW

To access EV Parts Procurement Incentive Approval,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Partsà Planning → Procurement à Incentive à EV Parts Procurement Incentive Approval

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
Incentive Calculation Type	Displays the incentive calculation type as per selected plan.
Period Type	Displays the period type as set in selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
From Qty	Add from Quantity to filter data on quantity basis.
To Qty	Add to Quantity to filter data.
From Amount	Add from Amount to filter data
To Amount	Add to Amount to filter data.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Target Type	Displays the Target type – name.
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Customer Group	Displays the customer group name.
Insurer Group	Display the Insurer Group
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Target	Displays the target.
Target From %	Displays the starting slab of target percentage.
Target To %	Displays the ending slab of target percentage.
Is Target Achieved	Displays the achieved quantity or value by the person.
Achieved Percentage	Displays the percentage achieved.
Cumulative Incentive Amount	Displays the cumulative incentive amount.
Basic Incentive Amount	Displays the basic incentive amount.
Purchase Value	Display the Purchase Value
Marginal Value	Displays the marginal value.
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Approval Date	Displays the approved date.
Approved By	Displays the person’s name who approved the Incentive paid calculations.
Approval Amount	Displays the approved amount
Remarks	Add the comments or remarks with respect to approved or rejection.
Status	Shows the status of the Incentive document.

OVERVIEW: EV PARTS PROCUREMENT INCENTIVE DOCUMENT

EV Part Procurement Incentive Document is used to create the incentive policy based on the part procurement, The documents include the target been set by the user and the target achieved the percentage of sale. The Incentive Document also has calculation type period type to identify and help the user to know all the details about EV Parts Procurement Incentive Document.

PROCESS FLOW

To access EV Parts Procurement Incentive Document,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Partsà Planning → Procurement à Incentive à EV Parts Procurement Incentive Document

User Interface

Field Description

Field	Description
Company	Display the company
Branch	Display the Branch
Incentive Reference No	Display the Incentive Reference Number
Approval Valid till Date	Display the Approval Valid till date
Period Type	Display the Period Type
Calculation Type	Display the Calculation Type
Incentive Calculation Type	Display the Incentive Calculation Type
Branch	Display the Branch
Contact	Display the Contact
Contact Group	Display the contact group
Part	Display the Part
Part Group	Display the Part Group
Applicable Item	Display the Applicable Item
Contact Type	Display the Contact Type
Var Matrix	Display the Var Matrix
Expected Target	Display the Expected
Actual Target Achieved	Display the Actual Target Achieved
Target Achieved Percentage	Display the Target Achieved Percentage
Payable Amount	Display the Payable Amount
Marginal Value	Display the Marginal Value
Sale Value	Display the sale value
Purchase value	Display the Purchase Value
Cancellation Date	Display the cancellation date
Cancellation Type	Display the cancellation Type
Cancellation Remarks	Display the cancellation remarks
Is Accepted	Display the Is Accepted
Acceptance Remark	Display the Acceptance Remark
Is Rejected	Display the Is Rejected
Rejection Remark	Display the Rejection Remark
Is Process Completed	Display the Is Process Completed
Approval & Rejection Date	Display the Approval & Rejection Date
Approval Amount	Display the Approval Amount
Approval Remark	Display the Approval remark
Is Closed	Display the Is Closed
Custom group ID1	Display the Custom group ID 1
Custom group ID2	Display the Custom group ID 2
Custom group ID3	Display the Custom group ID 3
Custom group ID4	Display the Custom group ID 4
Custom group ID5	Display the Custom group ID 5

OVERVIEW: EV PARTS PROCUREMENT COMMISSION MASTER

EV Part Procurement Commission Master is the screen where the user would define the commission configuration such as its execution dates, applicability details (item, item family, customer group, and payee) along with amount to be given as commission. It would also have the provision to define whether the commission is to be calculated on gross line amount (Before line discount) or on the net line discount (After line discount). It would also have the provision to exclude taxation from commission calculation. Commission master would also have the provision to copy the commission set up executed in the past, this functionality would copy all the applicability and conditional details captured in the reference commission master.

PROCESS FLOW

To access EV Parts Procurement Commission Master,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Partsà Planning → Procurement à Incentive à EV Parts Procurement Commission Master

User Interface

Field Description

Field	Description
Reference Incentive	Select an old reference Incentive plan, to create a new.
Code	Displays the unique code for Incentive document.
Name	Add name of the Incentive plan, newly created.
Description	Add description of Incentive plan to explain the purpose.
Applicable from date	Display the applicable from date
Applicable to Date	Displays or select the applicable end date for Incentive.
Target Type	Select the Incentive target type as Quantity or Value (Amount)
Exclude Return	Check if customer returns the product, it should not be considered in Incentive plan.
Exclude Discount	Check if, discounted sales should not be included in Incentive plan.
Include Tax	Check if taxes to be included in the Incentive plan.
Reference No	Add a reference number.
Campaign Name	Select the name of campaign name, if applicable.
Incentive Details
Part	Display the Part
Part Name	Display the part name
Part Group	Display the part group
UOM	Display the unit of measurement
Company	Display the company name
Company Group	Display the Company Group
Payee Group	Display the Payee Group
Commission per unit amount	Display the Commission per unit
Commission Percentage	Display the Commission percentage
View Eliminated Details	Display the View Eliminated details

OVERVIEW: EV PARTS PROCUREMENT COMMISSION CALCULATION

EV Part Procurement Commission Calculation is used to display calculated Commission. Commission calculation or verification which is the first step of 2 level approval process. The screen would display the details of calculated Commission amount along with name of payee or payee group. The user would have the provision to approve or reject the Commission with provision to mention remarks.

PROCESS FLOW

To access EV Parts Procurement Commission Calculation,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ PartsàPlanning → Procurement à Incentive à EV Parts Procurement Commission Calculation

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
Calculation Type	Displays the Calculation type as per selected plan.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Original Payable Amount	Display the Original Payable Amount
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Remarks	Add the comments or remarks with respect to approved or rejection.

OVERVIEW: EV PARTS PROCUREMENT COMMISSION APPROVAL UTILITY

EV Part Procurement Commission Approval Utility is used to approved calculated commission. After getting verified in the commission verification screen all the details would be displayed in commission approval utility. Commission approval utility is the last step of verification after which the approved commission amount would be paid to payee. commission approval screen displays all the details captured in commission verification along with provision to enter the approved commission amount. Commission approval would also display the records rejected in verification screen along with authority to approve the same.

PROCESS FLOW

To access EV Parts Procurement Commission Approval Utility,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Procurement à Incentive à EV Parts Procurement Commission Approval utility

User Interface

Field Description

Field	Description
Incentive	Select the Incentive Plan that you wish to calculate.
From Date	Displays the start date of Incentive plan.
To Date	Displays the end date of Incentive plan.
From Qty	Add from Quantity to filter data on quantity basis.
To Qty	Add to Quantity to filter data.
From Amount	Add from Amount to filter data
To Amount	Add to Amount to filter data.
Get Data	Click get data to fetch the sales records.

Company Code	Displays the code of company.
Company	Displays the name of the company.
Company Group	Displays the name of Company Group.
Part	Displays the code of Part.
Part Name	Display the part name
Part Group	Displays the name of Part Group.
Part Family	Displays Part Family
Payee Name	Displays the name of payee.
Payee Group	Displays the name of payee group.
Incentive Reward 1	Displays the Incentive reward as applicable.
Incentive reward 2	Displays the incentive reward 2 as applicable.
Total Qty	Displays the actual achieved quantity by person.
Total Discount	Displays the total discount amount, if given by salesperson.
Total Amount	Displays the total amount / revenue generated.
Payable Amount	Displays the calculated original amount to be paid.
Approve	Check and approve the document.
Reject	Check and reject the document.
Approval Date	Displays the approved date.
Approved By	Displays the person’s name who approved the Incentive paid calculations.
Approval Amount	Displays the approved amount
Remarks	Add the comments or remarks with respect to approved or rejection.
Status	Shows the status of the Incentive document.

OVERVIEW: EV PARTS PROCUREMENT COMMISSION DOCUMENT

EV Part Procurement Commission document is used to assign the targets to the salespersons regarding the part procurement. This target can be based on the part or the part group. Based on the target achievement certain amount can be rewarded to the salesperson or the respective payee group.

PROCESS FLOW

To access EV Parts Procurement Commission Document,

follow the path as mentioned below:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Procurement à Incentive à EV Parts Procurement Commission Document

User Interface

Field Description

Field	Description
Company	Display the company
Branch	Display the Branch
Commission	Display the Commission
Commission Reference Number	Display the Commission Reference Number
Approval Valid till Date	Display the Approval Valid till date
Period Type	Display the Period Type
Calculation Type	Display the Calculation Type
Incentive Calculation Type	Display the Incentive Calculation Type
Branch	Display the Branch
Contact	Display the Contact
Contact Group	Display the contact group
Part	Display the Part
Part Group	Display the Part Group
Applicable Item	Display the Applicable Item
Contact Type	Display the Contact Type
Var Matrix	Display the Var Matrix
Actual Target	Display the Actual Target
Target Achieved	Display the Target Achieved
Actual Target Achieved	Display the Actual Target Achieved
Target Achieved Percentage	Display the Target Achieved Percentage
Payable Amount	Display the Payable Amount
Marginal Value	Display the Marginal Value
Sale Value	Display the sale value
Purchase value	Display the Purchase Value
Is Financial Posted	Display the Is Financial Posted
Cancellation Date	Display the cancellation date
Cancellation Type	Display the cancellation Type
Cancellation Remarks	Display the cancellation remarks
Is Accepted	Display the Is Accepted
Acceptance Remark	Display the Acceptance Remark
Is Rejected	Display the Is Rejected
Rejection Remark	Display the Rejection Remark
Is Process Completed	Display the Is Process Completed
Approval & Rejection Date	Display the Approval & Rejection Date
Approval Amount	Display the Approval Amount
Approval Remark	Display the Approval remark
Is Closed	Display the Is Closed
Custom group ID1	Display the Custom group ID 1
Custom group ID2	Display the Custom group ID 2
Custom group ID3	Display the Custom group ID 3
Custom group ID4	Display the Custom group ID 4
Custom group ID5	Display the Custom group ID 5

Electric Vehicle |Parts| Planning| Inventory

OVERVIEW: EV FMS CLASSIFICATION

EV FMS Classification helps in categorize the item based on fast moving, Medium moving and nonmoving goods. You can differentiate the items by its sale quantity in the given period - the highest sold item would fall under fast moving category following by Medium moving and then nonmoving. You can also plan the stock of item based on this classification.

FMS classification based on usage of parts in DMS with their respective movement. F, M and S stands for fast moving, Medium moving and Slow moving. FMS analysis is a part of inventory management in DMS. The FMS classification system categorizes the items based on how frequently the parts are issued in various transactions. Fast moving considered as those items which are frequently issued from inventory. Medium Moving considered as those items which are in Medium frequent in transactions. Slow-moving items are those which were not issued in specific span of time.

PROCESS FLOW

To access FMS Classification

process:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Inventory → EV ABC Classification

User Interface

Field Description

Field	Description
Branch	Select branch for which FMS Classification is to be done.
FMS Group	Display the FMS Group
ABC Group	Select the A, B, C group
Part Group	Select the Part group
Get Data	Display the Get Data
Part	Displays the part number.
FMS	Displays the FMS classification of the part.
Part Name	Display the Part name and its description
Cost Per Unit	Display the cost per unit
Current Month	Display the current month
10 Month Total	Display the 10 Month Total
Frequency	Display the Frequency
Suggested FMS	Display the suggested FMS Classification

OVERVIEW: EV ABC CLASSIFICATION

EV ABC Classification process helps to classify the part into three categories named as A, B and C. Categorization is done based on consumption of parts, i.e., movement of part for fixed tenure of any months.

Along with movement, system also calculates cumulative contribution of individual part. ABC Classification process helps in managing inventory as per the category. The parts which contribute up to 70 % of the cumulative % contribution comes under A class, the parts which contributes between 70% to 90% of the cumulative % contribution comes under B class and parts which contributes more than 90% of the cumulative % contribution comes under C class.

PROCESS FLOW

To access ABC Classification

process:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Inventory → EV ABC Classification

User Interface

Field Description

Field	Description
Branch	Select branch for which FSN Classification is to be done.
FSN Group	Select the Group fast Moving Slow moving, Non-Moving
ABC Group	Select the A, B, C group
Part Group	Select the part Group
Enter the % Below which part is A Class	Enter the % value. By default, it will be up to 50%, 80% and 90-100%.
Enter the lower and upper limit of % Which part is B Class	Enter the % value. By default, it will be up to 50%, 80% and 90-100%.
Enter the lower and upper limit of % Which part is C Class	Enter the % value. By default, it will be up to 50%, 80% and 90-100%.
Get Data	Select the check box for filtration and click on get data.
Part	Displays the part number.
ABC	Display the ABC Classification
Part Name	Displays the part description.
Per unit cost	Display the per unit cost
Last 3 Months Avg Salary	Display the last 3 months Avg Salary
Last 6 Months Avg Salary	Display the last 6 months Avg Salary
Final Average	Display the Final Average
Avg Sales Value on Cost	Display the Avg Sale value on cost
Individual Contribution %	Display the Individual Contribution
Cumulative Contribution	Display the Cumulative Contribution
Suggested ABC	Display the Suggested ABC Classification

OVERVIEW: EV MSL UPDATE

EV MSL Update utility helps to redefine Minimum Stock Level for Inventory Items. The system filter optimizes the inventory search and thus, can easily identify set of items on which MSL needs to be updated. Once you click on get data, the respective parts will be displayed, and you can manually set Minimum Stock Level for these items.

PROCESS FLOW

To access MSL Update

process:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Inventory → EV MSL Update

User Interface

Field Description

Field	Description
Branch	Select branch for which MSL Update is to be done.
Part Group	Select the Part group
ABC Group	Select the A, B, C group
FSN Group	Select the Group fast Moving Slow moving, Non-Moving
Included invoice Qty	Display the included invoice Qty
Include Lost Sales	Display the include Lost Sales
Include Open Orders	Display the Include open Orders
Add Minimum Qty	Display the Add Minimum Qty
Restricted to maximum Qty	Display Restricted to maximum Qty
Include Sale For last	Display include Sale for Last
Get Data	Select the check box for filtration and click on get data.
Part	Displays the part number.
Part Name	Displays the part description.
FSN Group	Displays the FSN classification of the part.
ABC Group	Displays the ABC classification of the part.
Part Group	Display Part Group
Total Sale Qty	Display Total Sales Quantity
Invoice Qty	Display Total Invoice Quantity
Open Order Qty	Display open order quantity
Lost Sales Qty	Display Lost sales quantity
Current MSL	Display Current MSL
Suggested MSL	Display Suggested MSL

OVERVIEW: EV ROL UPDATE

When the part

is in demand and in the inventory the level has been set for the part for the orders at that time Reorder Level is being used. The time quantities come, and user have available parts after this functionality user can generate and complete the process.

PROCESS FLOW

To access EV ROL Update

process:

In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Inventory → EV ROL Update

User Interface

Field Description

Field	Description
Branch	Select branch for which MSL Update is to be done.
ABC Group	Select the A, B, C group
FMS Group	Select the Group fast Moving Slow moving, Non-Moving
Get Data	Select the check box for filtration and click on get data.
Branch Name	Display the Branch Name
ABC Category	Display the ABC Category
FMS Category	Display the FMS Category
Current ROL	Display the current ROL
Deviation	Display the Deviation
Part Number	Display the Part Number
Part Name	Display the Part Name
Part Description	Display the Part Description
New ROL	Display the new ROL
Total Coverage Days	Display the total Coverage Days

OVERVIEW: EV ABC FMS MATRIX

EV FMS Classification helps in categorize the item on the basis of fast moving, Medium moving and nonmoving goods. You can differentiate the items by its sale quantity in the given period - the highest sold item would fall under fast moving category following by Medium moving and then nonmoving. You can also plan the stock of item based on this classification.

PROCESS FLOW

To access EV ABC FMS Matrix Update

process:

In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Inventory → EV ABC FMS Matrix

User Interface

Field Description

Field	Description
ABC Group	Select the A, B, C group
FMS Group	Select the Group fast Moving Slow moving, Non-Moving
Lead time in days	Display the Lead time in days
Part Stock Norm In days	Display the part stock in days
Total Stock Coverage in days	Display the total stock coverage in days

OVERVIEW: EV AUTO ORDERING UTILITY

EV Auto ordering utility is used to set the auto order from the supplier for the parts based on the demand of the product on the basis of FSN classification and ABC Class. This utility helps the user to automatically set the orders rather than placing manually which saves the time and effort of the user.

PROCESS FLOW

To access EV Auto Ordering Utility Update

process:

In the Excellon 5.5 application, go to Electric Vehicle→ Parts Planning → Inventory

→

EV Auto Ordering Utility

User Interface

Field Description

Field	Description
Branch	Select branch for which FSN Classification is to be done.
Part	Display the Part
ABC Group	Select the A, B, C group
FSN Group	Select the Group fast Moving Slow moving, Non-Moving
Employee	Display the Employee
Supplier	Display the Supplier
Include Open sale Order Qty	Click the check box of Include Open sale order Qty
Get Data	Select the check box for filtration and click on get data.
Part Number	Display the Part number
Description	Display the Description
ROL QTY	Display the ROL Qty
Open Sale Order Qty	Display the Open Sale Order Qty
Total Demand	Display the Total Demand
Saleable Stock	Display the Saleable Stock
In Transit Stock	Display the in-transit Stock
Open Purchase Order Qty	Display the Open Purchase order qty
Total Supply	Display the total supply
Net Qty (Demand Supply)	Display the Net Qty (Demand Supply)
Reorder Quantity	Display the Reorder Quantity
Reorder Value	Display the Reorder Value
FMS Group	Display the FMS group

OVERVIEW: SPARE GRN IMPORT UTILITY

EV Spare GRN Import Utility is used to Import the Spare GRN From the Vendor, User need to fill up the excel and Import into the DMS. Also, the data will get reflected after importing the excel sheet.

PROCESS FLOW

To access EV Spare GRN Import Utility Update

process:

· In the Excellon 5.5 application, go to Electric Vehicle→ Parts àPlanning → Inventory

→

EV Spare GRN Import Utility

User Interface

Field Description

Field	Description
Import	Display the Import File
Get Data	Select the check box for filtration and click on get data.
Supplier Invoice Number	Display the Supplier Invoice Number
Supplier Invoice Date	Display the Supplier Invoice Date
Company Code	Display the Company Code
Branch Code	Display the branch Code
Purchase Order	Display the Purchase Order
Item code	Display the Item Code
Delivery No	Display the Delivery No
Invoice Date	Display the Invoice Date
Partner name	Display the Partner name
Estimate Arrival Date	Display the Estimate Arrival Date
Shipping Date	Display the Shipping Date
Tracking No	Display the Tracking No
E-waybill No	Display the E waybill no
URL	Display the URL
Supplier Invoice Qty	Display the Supplier Invoice Qty
Rate	Display the Rate
CGST	Display the CGST
SGST	Display the SGST
IGST	Display the IGST

ABBREVATIONS:

Abbreviation	Description
UOM	Unit of Measurement
HSN	Harmonized System of Nomenclature
SAC	Services Accounting Code
GST	Goods and Service Tax
POS	Place of Supply
GSTIN	GST Identification Number
CGST	Central Goods & Services Tax
SGST	State Goods & Services Tax
IGST	Integrated Goods & Services Tax

-End of Document-

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