Short description
Change the customer credit norm details, such as credit days to be restricted for 60 days for all the customers
in the customer master
Severity: SR
Priority: Low
Problem code: Service Request
Inputs:
1. Login credentials
2. Credit days limit
3. Customer details
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal and revert to our customer with
the case ID
Step 3: Need to analyse the issue based on the following steps:
1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
2. After login in DMS, go to → SALES MANAGEMENT
3. In sales management we need to click on → BULK ORDER CONVERSION
4. Then we need to put From Date and To Date and then click on → POPULATE
5. Check whether we are getting an error or not
6. If the issue replicates ,Assign this case to development team
7. Once our DEVELOPMENT team has completed the correction, we must provide the customer with
screenshots as proof for closure confirmation.
Short description
CD is Unable to download the Customer master report from Distributor portal.
Severity: IR
Priority: Low
Problem code: Customer Master Edit
Inputs:
1. Login credentials
2. Screenshot of the error
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
Step 3: Need to analyse the issue based on the following steps:
1. Go to àDMS portal and put LOGIN ID and PASSWORD of CD
2. After login in DMS, go to → REPORTS
3. In reports find the Customer Master Report
4. Then we need to click on →
5. Check whether we are getting an error or not
6. If the issue replicates ,Assign this case to development team
7. Once our DEVELOPMENT team has completed the correction, we must provide the customer with
screenshots as proof for closure confirmation.
Kindly find the resolved screed shot:
Short description
We have saved Invoice No. 4590726812 Dated. 29-11-2022 Rs.1,30,539.00 Sl. No. 1 MAK Ruby Grease 2 Kg HSN: 271019
: 22G03 3 CS But, while making the bill MAK Ruby Grease - 2 Kg - Not accepting.
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:
1. Login credentials
2. Error screenshot
3. Product name
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
Step 3: Need to analyze the issue based on the following steps:
1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
2. After login in DMS, go to → SALES MANAGEMENT
3. In Sales Management àSales Invoice
4. Create new invoice with the given product name
5. Check error is there or not
6. Assign this case to development team
7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with
screenshots for closure confirmation
8. Kindly find the resolved screenshot
Short description
In the distributor portal report number 30 salesman wise invoice summary report is not generating.
Severity: IR
Priority: Low
Problem code: Others
Inputs:
1. Test Login
2. Ask for the report's name
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
Step 3: Need to analyze the issue based on the following steps:
1. Assign this case to development team
2. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with
screenshots for closure confirmation
3. Kindly find the resolved screenshot & Working file
Short description
We are not able to update Salesman details in Forum NXT portal. It is asking to update Salesman category, but no
option is appearing in dropdown.
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:
1. Login credentials
2. Error screenshot
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
Step 3: Need to analyse the issue based on the following steps:
1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
2. After login in DMS, go to → SALES MANAGEMENT
3. In Sales Management → SALES INVOICE
4. Check error is there or not
5. Assign this case to development team
6. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with
screenshots for closure confirmation
Kindly find the resolved screenshot
Short description
We are not able to download sales report data from DMS of below customer
Severity: IR
Priority: Low
Problem code: Invoice Related Doubts
Inputs:
1. Login credentials
2. Error screenshot
3. Report name
4. From and to date of the report
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
Step 3: Need to analyse the issue based on the following steps:
1. Go to → DMS portal and put LOGIN ID and PASSWORD of CD
2. After login in DMS, go to → REPORTS
3. In Reports → Find the mentioned report name
4. After finding report then we need to put from and to date of the report and click on →
Generate & Download
5. Check error is there or not
6. Assign this case to development team
7. Once correction is done from our DEVELOPMENT team, then we have to revert to customer with
screenshots for closure confirmation
Kindly find the resolved screenshot
Short description
CD raised a concern regarding GST number need to be updated in the sales invoices
Severity: SR
Priority: Low
Problem code: Service Request
Inputs:
1. Login credentials
2. Invoice number & GST number
3. Customer name
Workflow Analysis template
Step 1: Create the case for the reported issue in our service now portal with required information and
revert back to our customer with the case ID
