EV parts Procurement

EV parts Procurement

OVERVIEW EV PART CASH INVOICE

EV Part Cash Invoice is a process in which one can take inward of Spare parts purchased from any other supplier who is not using CDMS. The main purpose of Local Purchase Cash invoice is to add Spare parts in stock purchased from any other local supplier. Multiple Spare parts can be added in stock through local purchase cash invoice document.

 

PROCESS FLOW

To access EV Part Cash Invoice process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àParts àProcurement→ EV Part Cash Invoice

 

 

 

 

 

 

 

 

 

 

 

Field Description

Field

Description

Branch

Select Branch to Create EV Part Cash Invoice

GST Number

Display/Enter the GST Number

Supplier Name

Display/Select the supplier’s name

Customer GSTIN

Enter/Display the customer GSTIN

Account

Select/Display the Account

Supplier Invoice No

Enter the Supplier Invoice number

Supplier Invoice Date

Display/Select the Supplier Invoice Date

Supplier Invoice Amount

Display/Enter the Supplier Invoice Amount

Pos

Select the Pos

Form Type

Select the Form Type

Section Type

Select the Section Type

Transaction Type

Display/Select the transaction Type

GST Filling Status

Display/Enter the GST Filling Status

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

Location

Display the Location

Supplier Invoice Qty

Display the supplier invoice Qty

Account

Select/Display the account

Rate

Display the Rate

Discount

Display/Enter the discount

Scheme

Display the Scheme

HSN Code

Display the HSN Code

ITC Eligibility

Display ITC Eligibility

ITC Eligibility Percentage

Display the ITC Eligibility Percentage

Order Qty

Display the Order Qty

Amount

Display the Final Amount

 

 

 

 

 

 

 

OVERVIEW EV PURCHASE REQUISITION

EV Purchase Requisition is a process of raising request for procuring/purchasing the spares directly from the OEM.

Note: This process is used only during the purchase from OEM (Original Equipment Manufacturer). For purchase from local vendor or dealer/distributor not using DMS, a single step process of part purchase cash invoice is used.

 

PROCESS FLOW

To access EV Purchase Requisition process:

·        
In the Excellon 5.5 application, go to Part module àProcurement→ EV Purchase Requisition

 

User Interface

 

Field Description

Field

Description

Branch

Select the Branch to create Purchase Requisition

Department

Display/Select the Department

Employee

Display/Select the Employee 

Supplier name

Enter/Display the Supplier name

Reference No

Enter the Reference No

Priority

Select the Priority

Valid Till Date

Select the valid till date

Requirement Date

Display/Select the Requirement Date

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

Requirement Date

Display/Select the Requirement Date

Priority

Select the Priority

Cancel Qty

Display the Cancel Qty

Remarks

Display/Enter the Remarks

Qty

Display the Qty

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV PURCHASE ORDER

 

EV Part/spare Purchase Order is a process of procuring/purchasing the spares directly from the OEM.

Note: This process is used only during the purchase from OEM (Original Equipment Manufacturer). For purchase from local vendor or dealer/distributor not using DMS, a single step process of part purchase cash invoice is used.

 

PROCESS FLOW

To access EV Purchase Requisition process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart à
Procurement→ EV Purchase order

 

User Interface

 

 

 

 

Field Description

Field

Description

Purchase Requisition

Select/Display the Requisition

Branch

Select the Branch to create Purchase Requisition

Ship to Branch

Display/Select the Branch

Supplier name

Enter/Display the Supplier name

Reference No

Enter the Reference No

Pos

Select the POS

Department

Select the Department

Employee

Display/Select the Employee 

Valid Till Date

Select the valid till date

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

HSN Code

Select the HSN Code

Required Date

Display/Select the Required Date

Requisition Qty

Select the Requisition Qty

Qty

Display the Qty

Cancel Qty

Display the Cancel Qty

Rate

Display/Enter the Rate

Discount

Display/Enter the Discount

Scheme

Display the Scheme

CGST%

Display the CGST%

CGST

Display CGST

SGST%

Display the SGST%

SGST

Display the SGST

Amount

Display the Amount

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV PURCHASE RECEIPT

 

EV Purchase receipt is the process of creating a document when stock of the part is received physically. When purchase receipt document is created, the stock will get updated in the system automatically. Purchase receipt document will be created in the dealer, brand store, distributor and export environment.

 

PROCESS FLOW

To access EV Purchase Requisition process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart àProcurement→ EV Purchase Requisition

 

User Interface

 

 

 

 

 

 

Field Description

Field

Description

Purchase Order

Select/Display the Purchase Order

Branch

Select the Branch to create Purchase Order

Supplier Name

Display/Select the Supplier name

Supplier Invoice No

Enter/Display the Supplier Number

Supplier Invoice Date

Enter the Supplier Invoice Date

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

Location

Display the location

PO Qty

Enter/Select the PO Qty

Supplier Invoice Qty

Display/Select the Supplier invoice Qty

Qty

Display the Qty

Excess Qty

Display the Excess Qty

Shortage Qty

Display the Shortage Qty

Damaged Qty

Display the Damaged Qty

MRP

Display the MRP

Cost

Display the Cost

Total Cost

Display the Total Cost

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV ALL PART PURCHASE INVOICE

EV Part-Purchase invoice document is created to create a record of the items or parts delivered from the supplier or an OEM. This keeps the record of the amount which is payable to the supplier. This document can be created directly from the Procurement in the DMS, or it can also be directly created from the purchase receipt document.

PROCESS FLOW

To access EV All Part Purchase Invoice process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPartà
Procurement→ EV All Part Purchase Invoice

User Interface

 

Field Description

Field

Description

Purchase Order/Receipt

Select/Display the Purchase order/Receipt

Branch

Select the Branch to Create GRN

Account

Display/Select the Account

Invoice Type

Enter/Display the Invoice Type

SAP Delivery No

Display/Select the SAP Delivery No

Supplier Name

Enter/Display the Supplier name

Supplier Invoice No

Select the Supplier Invoice No

Supplier Invoice Date

Display/Select the Supplier Invoice Date

Supplier Invoice Amount

Enter the Supplier Invoice Amount

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

HSN Code

Select the HSN Code

Location

Select the Location

Pending Qty

Display the Pending Qty

Supplier Invoice Qty

 Display/Enter the Supplier Invoice Qty

Qty

Enter the Qty

Excess Qty

Display the Excess Qty

Shortage Qty

Display the Shortage Qty

Damaged Qty

Display/Enter the Damaged Qty

Account

Enter the Amount

Rate

Display/Enter the Rate

Discount

Enter the Discount

Damaged Shortage

Click the checkbox if Damaged Shortage

Attachment

Select the Attachment

Amount

Display the final Amount

 

 

 

 

 

 

 

 

OVERVIEW EV PART PURCHASE RETURN REQUISITION

 

EV Purchase Return Requisition is the process of taking a request for the parts purchased from the OEM. This is not a mandatory process for purchase return document. However, it can act as a formal document to understand the parts being returned to the OEM. This ensures that correct parts are to be returned.

PROCESS FLOW

To access EV Part Purchase Return Requisition process:

In the Excellon 5.5 application, go to Electric Vehicle àPartà
Procurement,

→ EV Part Purchase Return Requisition

 

User Interface

 

 

 

 

 

 

 

Field Description

Field

Description

Purchase Invoice

Select/Display the Purchase Invoice

Branch

Select Branch to Create purchase return requisition

Department

Select the Department

Employee

Select/Display the Invoice Type

Supplier

Display/Select the Supplier

Supplier Invoice No

Enter/Display the Supplier invoice no

Supplier Invoice Date

Display/Select the Supplier Invoice Date

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

Requisition Qty

Display/Enter the Requisition Qty

Purchase Qty

Display the Purchase Qty

Balance Qty

Display the Balance Qty

Cancel Qty

Display/Enter the Cancel Qty

Return Qty

Enter the Return Qty

Remarks

Enter/Display the Remarks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV PURCHASE RETURNS

 

EV Purchase Returns is a process of returning the purchased parts from the OEM’s. This document also acts as the child document to Purchase Invoice/Purchase return requisition. Purchase Return can be created directly without the creation of purchase return requisition.

PROCESS FLOW

To access EV Purchase Returns process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart àProcurement→ EV Purchase Returns

 

User Interface

 

 

 

 

 

 

 

Field Description

Field

Description

Purchase Invoice/ Return Requisition

Select/Display the Purchase Invoice/ Return Requisition

Branch

Select Branch to Create purchase return

Debit/Credit Note No

Enter/Display the Debit Credit Note No

Debit/Credit Card

Enter/Display the Debit Credit Card

Account

Select the account

Supplier Name

Enter/Display the Supplier Name

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

HSN Code

Select the HSN Code

Location

Select the Location

Pending Qty

Display the Pending Qty

Return Qty

Display the Return Qty

Account

Display/Select the Account

Return Rate

Display/Enter the return rate

Purchase Rate

Enter/Display the Purchase Rate

Discount

Enter the Discount

Foreign Amount

Display the Foreign Amount

Foreign Rate

Display the Foreign rate

Amount

Display the final Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV PURCHASE CLAIM

EV Purchase Claim is the process of claiming damaged parts and shortage parts received from OEM. This is an important document. Without the submission of purchase claims to OEM, damaged/shortage parts cannot be received from the OEM in return. Purchase claims can be documented if damaged and shortage parts are entered in the purchase invoice document. If in situations where damaged parts or shortage parts are not entered during purchase invoice creation, registered purchase claim is done for those parts.

 

PROCESS FLOW

To access EV Purchase Returns process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart àProcurement→ EV Purchase Returns

 

User Interface

 

 

 

 

 

 

Field Description

Field

Description

Branch

Select the branch for creating Claim.

Supplier

Select the supplier to whom need to claim

Create Claim

Select the claim posting type

               

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV REGISTER PURCHASE CLAIM

 

EV Register Purchase Claim serves the same purpose as Purchase claim. This process is used to claim parts that are not marked for shortage/Damaged in the purchase invoice document.

Note: EV Purchase Invoice document acts as the parent document for the creation of Registered Purchase Claims. If damaged/shortage details are “NOT” recorded in P.I, then Registered Purchase Claims is done.

PROCESS FLOW

To access EV Register Purchase Claim process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart à
Procurement→ EV Register Purchase Claim

User Interface

 Field Description

Field

Description

Purchase Invoice

Select/Display the Purchase Invoice

Branch

Select Branch to Create EV Register Purchase Claim

Adjusted By

Enter/Display the Adjusted by Name

Supplier Invoice No

Enter/Select the Supplier Invoice No

Part

Display the Part name

Part Name

Display the Part name

UOM

Display the UOM

Stock Adjustment Type

Select the Stock Adjustment Type

Supplier Invoice Date

Display/Select the Supplier invoice Date

Available Qty

Display/Enter the Available Qty

Qty

Display the Qty

Cost

Display the Cost

Remarks

Display/Enter the Remarks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW EV PART PACKING SLIP

EV Part Packing Slip is the process of creating document mentioning the details of the parts to be sent to the OEM for replacement. This slip captures the details of the boxes and package number along with details of the vehicle in which the boxes are sent for replacement.

Part packing slip is the functionality in DMS allows the user to create slip against each claim created and which are approved by HO. User will capture information such LR No., LR Date, Number of boxes, Total Weight of Box and freight amount. On the selection of claim, all the information such as claim number, part number, part description, claim qty, rate and amount appear.

 

PROCESS FLOW

To access EV Part Packing Slip process:

·        
In the Excellon 5.5 application, go to Electric Vehicle àPart à
Procurement→ EV Part Packing Slip

User Interface

 

 

 

 

 

Field Description

Field

Description

Parent Document

Select the claim document against which user want to create part packing slip.

Branch

Displays the name of branch.

LR No

Enter the LR number.

LR Date

Enter the LR Date.

Company

Select the Company

Contact

Select/Display the Contact

No Of Boxes

Enter the number of boxes.

Total Weight

Enter the total weight.

Freight Amount

Enter the freight amount, if any.

Claim No

Displays the claim number.

Chassis no

Display the Chassis number

Sale Date

Select the Sale Date

Repair Date

Select the repair date

Part

Display the Part

Part Name

Display the part name

KMS

Display the KMS

Performance Code

Display/Enter the Performance Code

Defect Code

Display/Enter the Defect Code

Vendor Code

Display the Vendor code

Stock Adjustment Type

Display/Select the Stock Adjustment Type

Vendor Mgf Date

Display/Select the Vendor Mgf Date

Dealer Remark

Enter the Dealer Remark

Claim Doc Date

Displays the Claim Document Date

Claim Doc Date

Displays the Claim Document Date

 

 

 

 

 

 

 

 

 

 

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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