EV planning procrument

OVERVIEW:

EV Auto Ordering MSL

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 enquiry feedback process:

In the Excellon 5.5 application, go to Electronic Vehicle module → Vehicles → Planning→ Procurement → EV Auto Ordering MSL.

User Interface

Field Description

Field	Description
Supplier	Select the supplier
Employee	Select the name of an employee
Department	Select the name of a department
Validity Date	Select the validity of the document
Select All	Select all of the entities
Select	Select the particular entity
Variant	Displays the variant
Rate	Displays the rate
Minimum Qty	Displays the minimum quantity
Maximum Qty	Displays the maximum quantity
Reorder Qty	Displays the reorder quantity
Total Stock	Displays the total stock
Purchase Qty	Displays the purchased quantity

Filter’s Description

Shows Items for Selected Branch:

Select the branch to view the available items

Shows Items Less than Entered Cost:

Enter the number of items less than entered items

Shows Items for selected Item Group: Selec

t the category of items to view

Shows Items for Selected Class:

Select the class of items to be viewed

Shows Items for Selected Moving Type:

Select moving type of items

Calculate Quantity considering-

Pending Sales Order:

Clicking on this option will show the PSL

Pending Purchase Order:

Clicking on this option will show the PPL

Select items Whose Stock Quantity is

Less than Min Qty:

Clicking on this option will show items which are in available less than minimum quantity

Less than reorder Qty:

Clicking on this option will show items which are in available less than reorder quantity

OVERVIEW:

EV Vehicle PO Approval Utility

EV Vehicle PO Approval Utility is used by the Supplier or the OEM to approve or disapprove the purchase order raised by the dealer. In this process, OEM serves the right to lower the number of purchased order quantity raised by the dealer. However, it cannot increase the number of units than the requested quantity. HO/Supplier also serves the right to add the item to the purchase order available in larger quantity.

PROCESS FLOW

To access enquiry feedback process:

In the Excellon 5.5 application, go to to Electric Vehicle module → Vehicles → Planning→ Procurement → EV Vehicle PO Approval Utility

User Interface

Field Description

Field	Description
Company	Select the company Name
Branch	Select the Branch Name
From Date	Select the starting date range
To Date	Select the ending Date Range
Customer ID	Select the customer ID
Item ID	Select the Item ID
Generate report	Press to generate the report
Allow Date Range	Select the allowed date range
Item Group Type	Enter the item group Type
Customer Date Range Period	Enter the customer date range period
City	Select the city
Region	Select the region
State	Select the state
Date Range	Select the date range
Purchase Order	Select the purchase Order
City	Select the city

PROCESS FLOW

To access enquiry feedback process:

In the Excellon 5.5 application, go to Electric Vehicle module → Vehicles → Planning→ Procurement → EV Vehicle Procurement Incentive Master

User Interface

Field Description

Field	Description
Code	Displays the code
Name	Displays the name
Description	Displays the Description
Reference	Displays the reference document
Campaign Name	Displays the campaign Name
Applicable From Date	Displays the period from which the incentive scheme is applicable
Applicable To Date	Displays the period till which the incentive scheme is applicable
Calculation From Date	Displays the period from which the incentive scheme is calculated
Calculation To Date	Displays the period till which the incentive scheme is calculated

OVERVIEW:

EV Vehicle Procurement Incentive Calculation

In this process, User can approve all the generated Incentives or user can reject all, user can call calculate incentive and also mention target from to target to, can see Cumulative Incentive Amount , Basic Incentive Amount.

PROCESS FLOW

To access enquiry feedback process:

In the Excellon 5.5 application, go to Electric Vehicle module → Vehicles → Planning→ Procurement → EV Vehicle Procurement Incentive Calculation

User Interface (Incentive Calculated Results)

Field Description

Field	Description
Incentive	Select the Type of incentive from the list
Calculation type	Select the calculation type
Incentive Calculation type	Select the type of Incentive to be given to the salespersons
Period Type	Select the Period
From Date	Select the date from which you wish to view
To Date	Select the date till which you wish to view
Company Code	Displays the company Code
Company	Displays the company name
Company Group	Displays the company group
Model Code
Model Name	Displays the model’s name
Model Group	Displays the model group
Model	Displays the model
Color	Displays the color
Target Type	Displays the type of target
Payee Name	Displays the Payee name
Payee Group	Displays the payee Group
Incentive Reward 1	Displays the Incentive reward-1
Incentive Reward 2	Displays the Incentive reward-2
Target	Displays the target in numbers
Target from %	Displays the target starting range in percentage
Target To %	Displays the target ending range in percentage
Is target Achieved	Displays if the target is achieved
Achieved Percentage	Displays the target achieved in Percentage
Cumulative Incentive Amount	Displays cumulative incentive amount
Basic Incentive Amount	Displays the basic incentive Amount
Purchase value	Displays the purchase value

User Interface (Incentive Eligible Document)

OVERVIEW:

EV Vehicle Procurement Incentive Approval.

In this process of

EV Vehicle Procurement Incentive Approval., user can perform all approval related transaction like user can approve the incentive on bases of target if the salesperson have achieved or not on bases of pre define Target for individual salesperson.

PROCESS FLOW

To access enquiry feedback process:

In the Excellon 5.5 application, go to Electric Vehicle module → Vehicles → Planning→ Procurement → EV Vehicle Procurement Incentive Approval.

User Interface (Incentive Document

Field Description

Field	Description
Incentives	Select the existing reference of Incentive master
Calculation Type	Select the criteria of incentive calculation
Incentive Calculation Type	Select the type of incentive calculation
Period Type	Select the period type
From date	Select starting date range
To date	Select ending date range
From Qty	Displays the starting target range in Qty
To Qty	Displays the ending target range in Qty
From Amount	Select starting amount range
To Amount	Select ending amount range
Company Code	Displays the company Code
Company	Displays the company
Company Group	Displays the company Group
Insurer Company	Displays the Insurer Company
Model Code	Displays the Model Code
Model Number	Displays the Model number
Model Group	Displays the Model Group
Model	Displays the model
Color	Displays the color
Target Type	Displays target type
Payee Name	Displays payee name
Payee Group	Displays payee Group
Customer Group	Displays the customer group
Insurer Company	Displays the insurer company
Incentive Reward 1	Displays the incentive reward 1
Incentive Reward 2	Displays the incentive reward 2
Total Qty	Displays total quantity
Total Discount	Displays Total discount
Total Amount	Displays total amount
Target	Displays target quantity
Target From %	Displays target quantity starting range in percentage
Target to %	Displays target quantity Ending range in percentage
Is Target Achieved	Select if the target is achieved
Achieved Target	Displays the target achieved
Achieved Percentage	Displays achieved target percentage
Cumulative Incentive Amount	Displays Cumulative Incentive Amount
Basic Incentive Amount	Displays Basic Incentive Amount
Purchase Value	Displays the value of purchase
Marginal Value	Displays marginal value
Payable Amount	Displays the payable amount
Approve	Approve the incentives
Reject	Reject the incentives
Approval date	Displays the approval date
Approved By	Displays the person who approved the incentives
Approval Amount	Displays the approved amount of incentives
Remarks	Displays remarks if any
Status	Displays the status

User Interface (Incentive Eligible Document)

Field Description

Field	Description
Incentives	Select the existing reference of Incentive master
Calculation Type	Select the criteria of incentive calculation
Incentive Calculation Type	Select the type of incentive calculation
Period Type	Select the period type
From date	Select starting date range
To date	Select ending date range
From Qty	Displays the starting target range in Qty
To Qty	Displays the ending target range in Qty
From Amount	Select starting amount range
To Amount	Select ending amount range
Document Date	Displays the Document date
Document Name	Displays the document name
Company Code	Displays the company Code
Company	Displays the company
Company Group	Displays the company Group
Insurer Company	Displays the Insurer Company
Model Code	Displays the Model Code
Model Number	Displays the Model number
Model Group	Displays the Model Group
Model	Displays the model
Color	Displays the color
Target Type	Displays target type
Payee Name	Displays payee name
Payee Group	Displays payee Group
Customer Group	Displays the customer group
Insurer Company	Displays the insurer company
Incentive Reward 1	Displays the incentive reward 1
Incentive Reward 2	Displays the incentive reward 2
Total Qty	Displays total quantity
Total Discount	Displays Total discount
Total Amount	Displays total amount
Target	Displays target quantity
Target From %	Displays target quantity starting range in percentage
Target to %	Displays target quantity Ending range in percentage
Is Target Achieved	Select if the target is achieved
Achieved Target	Displays the target achieved
Achieved Percentage	Displays achieved target percentage
Cumulative Incentive Amount	Displays Cumulative Incentive Amount
Basic Incentive Amount	Displays Basic Incentive Amount
Purchase Value	Displays the value of purchase
Marginal Value	Displays marginal value
Payable Amount	Displays the payable amount
Approve	Approve the incentives
Reject	Reject the incentives
Approval date	Displays the approval date
Approved By	Displays the person who approved the incentives
Approval Amount	Displays the approved amount of incentives
Remarks	Displays remarks if any
Status	Displays the status

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