EV Procurement

EV Procurement

OVERVIEW: Purchase Requisition

EV Purchase Requisition process is used to place a purchase request for a supplier or OEM. Based on approval the purchase order can be placed. The acceptance or rejection of the request depends upon the quantity requested by the dealer and the available quantity at the supplier’s or OEM’s inventory. User can also place the purchase order directly from this tab.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module →Vehicle →EV Purchase Requisitions

 

 

User Interface (General)




Field Description

Field

Description

Branch

Select the branch

Department

Select Department

Supplier Name

Select Supplier Name

Reference No

Put Reference NO

Valid Till Date

Enter valid till Date

Requirement Date

Enter Requirement Date

Employee

Select Employee.

Model

Select Model

Model Name

Select Model Name.

Color

Select available Color.

Qty

Select Qty

Requirement

Enter Requirement number

Cancel Qty

Enter Cancel Qty

Remarks

Enter Remark if any.

 

OVERVIEW: EV Purchase Order

EV Purchase Order or PO can be raised directly or after the requisition from the dealer has been accepted. A user can directly place the purchase order using the purchase requisition or using the purchase order process taking purchase order requisition as the parent document. This depends upon the business process followed by the dealer or the OEM.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module →Vehicle →EV Purchase Order

 

User Interface (General)

 

Field Description

Field

Description

Purchase Requisition

Select Document

Branch

Select Branch

Supplier Name

Select Supplier Name

Reference No

Put Reference NO

Valid Till Date

Enter valid till Date

Department

Enter Department

Employee

Select Employee.

Model

Select Model

Model Name

Select Model Name.

Color

Select available Color.

Required Date

Enter Date

Requisition Qty

Enter Quantity

Qty

Select Qty

Rate

Enter Rate

Cancel Qty

Enter Cancel Qty

Discount

Enter Remark if any.

Amount

Enter amount

 

 

 

 

 

 

 

OVERVIEW: EV Purchase Receipt

EV Purchase Receipts can be created for the EV Purchase Orders that has been completed successfully and upon the receipt of the ordered items at the dealership branch. User needs to enter the vehicle information accurately to maintain the clear records of the vehicles such as Color, Quantity, Cost price, Motor Number, Frame number etc. Receipt can also be created by taking the purchase order document as a parent document.

 

PROCESS FLOW

To access enquiry process:

·         In the Excellon 5.5 application, go to Electric Vehicle module → Vehicle →Procurement →EV Purchase receipts

User Interface (General)
Field Description

Field

Description

Purchase Order

Select Purchase order document

Branch

Select Branch

Supplier Name

Select Supplier Name

Supplier Invoice No

Select Supplier Invoice No

Supplier Invoice Date

Enter invoice date

Model

Select Model

Model Name

Select Model Name.

Color

Select available Color.

Frame No

Select Frame No

Motor No

Enter Motor Number

Mfg Date

Select Manufacturer Date

MRP

Enter MRP

Cost

Enter Cost

 

 

 

 

 

 

 

OVERVIEW: EV Purchase Invoice

EV Purchase Invoice document is used when the order is successfully received at the dealer’s end. This is to keep he record of the amount and the particular of the vehicles or parts received. This is a statement which can be retrieved using the interface between the OEC and the dealer, subject to the feasibility.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module → Vehicle →Procurement → Vehicle Purchase Invoice

 



User Interface (General Tab)



Field Description

Field

Description

Purchase Order/Receipts

Select Order or Receipts

Branch

Select Branch

Account

Select Account

SAP Delivery No

Select Delivery Number

Supplier Name

Enter Supplier Name

Supplier Invoice No

Enter Supplier Invoice Number

Supplier Invoice Date

Select Supplier Invoice Date

Supplier Invoice Date

Select Invoice Date

Supplier Invoice Amount

Enter Supplier Invoice Amount

Model Name

Select Model Name

Model

Select Model Name.

Color

Select available Color.

HSN Code

Enter HNS Code

Frame NO

Enter Frame Number

Motor No

Select Motor Number

Mfg Date

Enter Manufacture Date

Account

Enter Amount

Rate

Enter Rate

Discount

Enter Discount Amount

Ordered Qty

Enter Ordered Qty

Qty

Enter Qty

Insurer Company

Select Insurance Company

Other Expenses

Select Other Expenses

Attachment

Add Attachment Document if needed

Amount

Enter Amount

Attachment

Add Attachment

Charger

Enter Charger Number

Controller NO

Enter Controller No

 

 

 

 

 

 

 

 

 

 

 

Field Description

Field

Description

Partner Name

Select Order or Receipts

Tracking No

Select Branch

URL

Select Account

Shipping Date

Select Delivery Number

Estimate Arrival date

Enter Supplier Name

 OVERVIEW: EV Purchase Return Requisitions

EV Purchase Return Requisition document is used whenever we want to place a request for returning a vehicle due to some reason to the OEC or the supplier. This may be in case of the damaged vehicle or the excess of stock available at the dealer’s branch. This involves placing a request to return the received vehicle and upon approval a fresh Purchase return order can be placed using Purchase return Order Document.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module → Vehicle→ Procurement →EV Purchase return Requisitions

 

User Interface 


Field Description

Field

Description

Purchase Invoice

Select Purchase invoice

Branch

Select Branch

Department

Enter Department

Employee

Select Employee.

Model

Select Model

Model Name

Select Model Name.

Color

Select available Color.

Frame No

Enter Frame No

Variation

Enter Variation

Remarks

Enter Remarks

 

 

 

 

 

 

 

 

 

 

 

OVERVIEW: EV Purchase Return

EV Purchase Order option is used to return the purchased vehicle from the supplier or the OEM. After placing the return request to the Supplier, This document can be created. Purchase return can be directly done from Purchase return requisition document or using the requisition document as the parent document.

 

PROCESS FLOW

To access enquiry process:

·     
In the Excellon 5.5 application, go to Electric Vehicle module →Vehicle→ Procurement →EV Purchase Returns

 


User Interface

 

Field Description

Field

Description

Purchase Invoice/ Return Requisition

Select Invoice or Return Requisition

Supplier Name

Select Supplier Name

Account

Select account

Branch

Select Branch

Debit/ Credit Note No

Select Debit or Credit Note Number 

Debit / Credit date

Select Debit or Credit Date

Model

Select Model

Model Name

Select Model Name.

Color

Select available Color.

HSN Code

Select HSN Number

Frame No

Entre Frame Number

Motor No

Enter Motor Number

Amount

Select Amount

Return Rate

Enter Return Rate

Return Qty

Enter Return Qty

Purchase Rate

Enter Purchase rate

Foreign Rate

Enter Foreign Rate

Discount

Enter Discount Rate

Foreign Amount

Enter Foreign Amount

Scheme

Select Scheme

Amount

Displays the total Amount Payable

 

 

 

 

 

ABBREVATIONS

Abbrevation

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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