Sundry Charges Posting
As per CC-19/2015control and responsibilities for posting Sundry allowance/ charges will be as below
For load less than 20 KW
Case 1: UptoRs. 25000/- entered in SAP by UDC authorized by RA/ARA/RS
Case 2: above Rs. 25000/- entered in SAP by RA/ARA/RS authorized by AE/AEE
For load more than 20 KW
Case 3: UptoRs. 1 lakh entered in SAP by RA authorized by AE/AEE approved by AEE/CBC
Case 4: above Rs. 1lakh entered in SAP by RA authorized by AE/AEE approved by XEN/CBC
Process to be followed for the same is:
CASE 1: Load less than 20 KW and Amount Less Than 25000 RS.
Role: CCE
1) Search the Contract Account ID before creating the Order for Posting Sundry Charges.
2) Go to Service Order Creation Tab and Click on Miscellaneous Service Request.
3) Fill the Mandatory fields as mentioned in the Screenshot also changed the Status to Submitted for Approval as in the next step RA is required to approve the order.
4) Fill the Main Transaction and Sub Transaction and Put the Employee Responsible through F4. For Example Under Load 20 KW and Amount Less than 25000 RA is Required to approve (authorized) the order. Save the order.
Role:RA
5) Login with ID of RA and identify the Contract Account as done in step 1 and click on Service Request Search Tab
Now Click on F4 of Employee Responsible ID and then write User name under USER Field then click on Search(or type id of user) . After search click on the result.
6) You will get all the orders assigned to the RA.
7) Click on order no. 8000001198 and open the order in EDIT mode.
8) Now RA can check the Amount, If the Amount is correct RA should change the Status to APPROVAL GRANTED and revert back to CCE to complete or post the amount.
If the amount not OK He/ She can change the Status to new order and revert back to CCE by changing it in Parties Involved.
In the End Save the Changes and Login with CCE profile.
Role:CCE
9) Follow the same procedure to identify the CA then go to Service Request and follow step 4 and 5.
Open the order in Edit Mode and change the status to Process Completed and save the order.
10) Now after saving amount will get posted successfully and you can check in FPL9
Case 2: Load greater than 20 KW and Amount greater than 25000
Same as above all step Except Creation of Order is by RA and Authorized SDO/Operation
Case 3: Load greater than 20 KW and Amount less than 1 Lakh.
Role: RA
1) Login with RA and identify the CA and click on Service Order Creation.
2) Enter the Mandatory Fields, change the status to Submitted to Review. Save the Order.
Role: SDO/Operation
3) Login with AEE_OP ID. Identify the CA and click on Service Request Search and follow step 4 and 5 of Case 1 to find the Service request assigned to him.
4) Now open the order in edit Mode check the Amount and change the Status to Submitted for approval and submit the request to AEE_CBC(enter id of AEE/CBC in employee responsible tab) in the same way as done in step 4of case 1.
Role:SDO/CBC
6) Login with AEE_CBC id and approve the request and forward the request to RA to Complete The Request.
7) Login RA id and open the request and change the status to Process Completed and save the order.
8) You can check the same in FPL9
Case4: Load Greater than 20KW and Amount above 1 Lakh
All steps are same as Case 3 except for final approval will be given by XEN/CBC instead of AEE/CBC
So flow of order will be RA > AEE/Operation > XEN/CBC then after approval order will be forwarded to RA for final posting.
Common Steps
1) How to identify service request number- Click on Service Request Search following screen appears.
Click on F4 help of employee responsible
Enter User name and click on search for example TEST_RA and Select list which was found
Following Screen Appears after selecting Result List from above screen. Click on search
After Clicking on search you can find the list of service order assigned to you.
2) How to Assign Employee Responsible in Service Order.
Go to parties involved to add employee responsible
Click on F4 of employee responsible and select the User name.