Control

Release Date	20 Dec 2016
HO Version	11.114.0
POS Version	1.114.0
Web Database Compatibility Version	1.6
Features & Enhancements	40
Bug Fixes	00
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Features & Enhancements

Serial

Dev ID

Idea Tracker

Description

1

21313

GIN-I-268

GIN-I-268 New Day Settlement parameter wise Analytic report provided

Module:

POS – Back Office – Analytics
GINESYS Launchpad – POS Analytics

Enhancement Summary:

The daily performance of each store must be tracked at the HO to ensure the smooth running of the business. The new Day Settlement parameter wise Analytic report will allow GINESYS users to do that easily.

Scenario:

N.A.

2

21894

GIN-I-206

GIN-I-206 POS Bill reprint history will now be available for audit

Module:

POS – Back Office – Reports
GINESYS Launchpad – POS Analytics (report name - POS Bill Reprint Audit)

Enhancement Summary:

The reprinting information of POS Bills will now be stored, so that later on reprinted POS bills can be tracked by management users. The reprint date and the user who reprints are stored along with POS Bill Identification and number of times the bill was reprinted.
Capturing this information will help the management to maintain the accountability and track if there are any incidents of fraud or malpractices in the store.

Scenario:

N.A.

3

21895

OFFPOS-I-7

OFFPOS-I-7 Miscellaneous enhancements in the search options for all POS modes

Module:

POS – Normal POS
POS – POS as Delivery Slip
POS – POS as Collection Center

Enhancement Summary:

A. ‘Bill Amount’ wise bill/slip search option –

An option to search bills/slips on the basis of a range of bill amount has been provided in all POS modes. Following two fields have been added to provide the search criteria –

- - Amount From
  - Amount To

Search Function –

- - When value is entered only in 'From' text box: All bills which also satisfies to other filter criteria will appear in the list starting from the specified amount.
  - When value is entered only in 'To' text box: All bills which also satisfies to other filter criteria will appear in the list up to the specified amount
  - When value is entered in both the text box: All bills which also satisfies to other filter criteria will appear in the list which falls under the specified range.

B. Option to show detail level information of POS bill/slip -

Detail level information of the searched bills/slips will be visible in all POS modes. A button will appear below each bill id, which can be clicked to display bill details like item, customer and payment details along with Salesman Number.

These above mentioned functionalities have been provided for the following actions in all POS modes –

- - Return against bill
  - Bill Reprint
  - Bill Void

Users will now find it easier to search the bills and get a detailed view of the bills on their fingertips.

Scenario:

N.A.

4

21896

GIN-I-827

GIN-I-827 Dynamic search of item is now available in POS

Module:

POS – Normal POS
POS – POS as Collection Centre

Enhancement Summary:

In addition to the conventional search mode for searching items in POS billing window, a new smart search mode has been introduced in the software that would speed up the billing process considerably.
It would particularly be useful in those cases where barcodes are manually fed in the software.

On contrary to the conventional search process where after searching an item, an additional button click or pressing ENTER button is required to add the selected item in the POS bill, this new dynamic search mechanism would automatically add the item in the POS bill, if the search returns an unique result. Thus it reduces the steps of selecting the item and a further button click/ENTER.

Scenario:

Let’s say there are 3 items with barcodes T10011, T10012, T10013.

Conventional approach - In the conventional search mode if the cashier types T10012, the software would filter out the item. Then the cashier would have to select the item and either click “Add To Bill” button or press ENTER from keyboard to add the item in the POS bill.

Dynamic Search mode – In this process if the cashier types T10012, the software would filter and return only a single record and as soon as it returns a single record, the item is automatically added in the POS bill.

Changes made by the vendor in the OEM barcode for a particular product makes it difficult to find in POS. This happens for a significant number of items. At POS screens, dynamic searching with Division, Section, and Department has been enabled. After typing any search parameter in the 'Find' search box, if a single record is returned, then software would automatically add the item in the POS bill (if the Search & Add To Bill radio button is selected).

This option is available in Search By Name and Search By Name With Stock (Slow)

5

21898

GIN-I-703

GIN-I-703 Item description fields will now be available in POS item search

Module:

POS – Normal POS
POS – POS as Collection Centre
POS – POS as Delivery Slip

Enhancement Summary:

Previously, during billing, it was possible to search items by using Category (1-6) apart from barcode, item name, MRP, RSP etc. Now even item description (1-6) can be used to search similar items, enabling faster search and processing.

Scenario:

N.A.

6

20573

GIN-I-682

GIN-I-682 Recalculate VAT option will now be considered where Extra VAT is charged

Module:

GINESYS Web – Retail Management – Utilities – Process – Recalculate Tax

Enhancement Summary:

Earlier in cases where Extra VAT was being charged, on recalculating the tax amount, the extra VAT amount (It is not a tax amount but an additional charge amount amount) was also being impacted. Now, on tax recalculation, the extra Vat amount would remain unchanged, while the tax amount and taxable amount are back calculated from the Net amount.

Scenario:

Tax Rate (%) - 5

Before Tax Recalculate

Basic Amt	Promo Amt	Gross Amt	I Disc Amt	I Gross Amt	M Disc Amt	M Gross Amt	LP Discount	Taxable Amt	Tax Amt	Net Amt	Ex Tax Amt
1000	100	900	50	850	50	800	100	700	35	735	35

Changed Tax Rate (%) - 10

Recalculation Logic -

Back calculate tax amount from NetAmount
- Subtract the TaxAmount from Taxable Amount and update the new taxable amount in the taxable amount field.
- Update the derived tax amount after back calculation in the tax amount field.
Notes -
- The extra tax amount would be different than the new updated tax amount.
- The new TaxableAmount would be different if it is derived from Basic Amt.

After Tax Recalculate

Basic Amt	Promo Amt	Gross Amt	I Disc Amt	I Gross Amt	M Disc Amt	M Gross Amt	LP Discount	Taxable Amt	Tax Amt	Net Amt	Ex Tax Amt
1000	100	900	50	850	50	800	100	668	67	735	35

7

20984

GIN-I-665

POS Order Cancellation details will now be available in the Analytic Reports

Module:

GINESYS Launchpad - POS Analytics
POS – Back Office – Analytics

Enhancement Summary:

A new Analytic Report layout for POS Order Cancellations has been provided to allow users in both POS and HO to understand the causes of POS Order Cancellations, their impact on financials, details of customers who cancelled those orders etc. This report would present a clear picture and based on that they can work out certain effective strategies that would enable the organization to work more efficiently.

Scenario:

N.A.

8

21015

GIN-I-813

User assignment analytic report for point of sale stores

Module:

GINESYS Launchpad - POS Analytics (report name - POS User Assignment)
POS – Back Office – Analytics

Enhancement Summary:

A new analytic report has been provided in both HO and POS which would give a clear picture about all the users in different point of sale stores, their specific roles allocated to them and the privileges they have.

Scenario:

Often the decision makers in HO are unable to track the daily POS operations. They wish to know if the POS sites are working following the structural hierarchy as well as understand the security aspects of POS sites from the business point of view. The management team at HO needs to understand the details of POS user privilege and for that the POS user assignment report for the Head Office has been provided. The same provision has also been made for POS sites where the Store managers can get the user wise role wise list of app operation details.

9

21014

GIN-I-326

Now Analytics Reports will show Site details like Site Short Code

Module:

GINESYS Launchpad - POS Analytics
POS – Back Office – Analytics

Enhancement Summary:

In addition the existing site information column of “Site Name” in the analytic reports in both HO and POS end, following are some more site specific details, that have been added in the reports:

- - SITESHORTCODE
  - SITECUID
  - SITECODE
  - PARENTCUID
  - SITENAME

Scenario:

N.A.

10

20995

BO-I-154

Customer details will now be captured in Sale Detail and Bill Detail Analytic Reports

Module:

GINESYS Launchpad - POS Analytics
POS - Back Office - Analytics

Enhancement Summary:

Earlier the Sale Detail and Bill Detail Analytic Reports provided the details of all sales and each bill generated for those sales. Now GINESYS users can also see the following details of the customers who are responsible for those sales and provide a more personalized customer experience.

Customer details to be displayed in Analytics Report:

- - Customer's Gender
  - Customer's Date of Birth
  - Customer's Creation Date
  - Customer's Address

Scenario:

N.A.

11

21193

GIN-I-588

Stock Audit Verification report will now display the store name

Module:

POS – Back Office – Transactions - Physical Stock Audit - Audit Journal (Verify button)

Enhancement Summary:

POS Stock Audit Verification report will now display the relevant store name.

Scenario:

Before making the physical stock adjustments in store, the details of the physical stock verification are sent to head office for approval. Since there was no store name in the stock audit verification report, it creates a big confusion in head office to determine which store represents which stock audit verification data.

Now with the printing of store name on the stock audit verification report, all the above mentioned confusion can be averted.

12

21195

OFFPOS-I-3

Manual mode of quantity population at the time of item reconciliation during GRC has been provided

Module:

POS - Back Office - Transactions - Goods Receive

Enhancement Summary:

Manual mode of item selection has been added at the time of item reconciliation in GRC module. This option would be useful for people who deal in cloth. In this manual option, users can specify item quantity up to three decimal places.

Scenario:

N.A.

13

21196

GIN-I-589

During cycle count, items will now be listed in the descending order of scanning

Module:

POS - Back Office - Transactions - Physical Stock Audit - Cycle Count

Enhancement Summary:

Earlier during cycle count, items were listed in ascending order of scanning – i.e. the last scanned item appeared at the end of the list or bottom of the screen. This has been changed, now the focus will now remain in the last scanned item. If an existing item is scanned again, it will be highlighted and its quantity will be updated. The last scanned item therefore, would appear at the top of the scanned item list.

Scenario:

N.A.

14

20310

GIN-I-335

Now tolerance can be configured in item master in case Price Editing is allowed in POS operations

Module:

Inventory – Item Definition – Item Creation – Price (tab)
Inventory – Item Definition – Modify/Manage Item – Price (tab)

POS – Normal POS
POS – POS as Collection Centre
POS – POS as Delivery Slip

Enhancement Summary:

A tolerance range for price editing at POS can now be specified by the HO. The tolerance range will restrict users from selling the product at a below Margin price or charging unreasonable price from the customers.

Scenario:

Suppose the tolerance percentage of an item is defined in the item master as 10% and the unit price of the item is defined as INR 100, i.e. the user may bill it at a unit price of INR 90(-10%) to INR 110(+10%). Then once the item master is synced to the POS, if a user tries to bill the item at unit price of INR 150, he will be restricted.

Note:

- Special items are not considered
- The feature is not available for on the fly item creation and edit
- The tolerance range is within 0.01 to 100 percentage; for more than 100% change users can avoid the use of the tolerance range [Can simply leave the field blank.]
- In case of multi price, Price Change Limit will be calculated after selection of price basis from the list.

15

20977

OFFPOS-I-68

Separate privilege to void POS bill with Credit Note provided

Module:

Admin – Security Settings – User Profile
POS – Normal POS
POS – POS as Collection Centre

Enhancement Summary:

Earlier any user who had the privilege of voiding a POS bill or Deposit-Refund bill could do so irrespective of any credit note being attached to it. Thus tracking the credit notes tagged to the voided bills became difficult. Now, HO can control who can voiding of such credit note tagged POS bill or Deposit-Refund bill, through a new user profile - Allow Void POS Bill against Credit Note issue.

Note: this is a child privilege to the Allow void POS Bill privilege, and will only be enabled for those who have the Void POS Bill privilege.

Scenario:

N.A.

16

20408

GIN-I-272

Site wise service scheduling details can now be inserted into Purchase Service Orders through Excel import

Module:

Procurement - Order Management - Purchase Service Order

Enhancement Summary:

Earlier site wise service scheduling details had to be manually entered into GINESYS, but now Excel import of the same is available; so that service order can be booked for multiple sites and for multiple dates simultaneously. In case some rows already exist in the service orders, whether in create or edit mode, the user is prompted that the existing rows will be deleted if any modification through Excel import is attempted further action. However if some of the services have been cancelled or already invoiced, Import Excel option will get disabled.

Scenario:

Recurring service orders like monthly rent of Shop premises, which have multiple line entries of same service with different Validity had to be entered manually; for 3 years rent contract, Service orders need to be created with 36 line items (each for every month for 3 years) with same service. Now the same can be populated through Excel import.

17

21052

GIN-I-788

Item Name column have been added in import class of Serial item

Module:

Inventory - Item Definition - Item Creation

Enhancement Summary:

Previously, while creating serial item, user did not have an option to provide Item Name while importing. Because of which user had to manually enter Items Names after items have been created using import excel option. Now, a new column, Item Name, has been added in import class of Item Serial as it is a very crucial information and essential for the users to identify any group of products.

Scenario:

N.A.

18

21751

GIN-I-598

Tax Summary block have now been added in Sales Invoice register report and Sales Return register report

Module:

Sales and Distribution – Outright – Registers – Sales Invoice Register
Sales and Distribution – Outright – Registers – Sales Return Register

Enhancement Summary:

Sales Invoice register report and Sales Return register report now have Tax Summary to keep a track on the total Tax paid on the selected sales invoices and sales return documents respectively, so that user can take further actions based on this information.

Scenario:

N.A.

19

21791

GIN-I-939

Separate selection option for tax reversal days provided in Sale Return and Purchase Return

Module:

Procurement – Goods Return Challan
Sales and Distribution – Outright – Sales Return

Enhancement Summary:

At the time of sales/purchase return, in some cases, the law does not allow reversal of tax amount after a pre-determined number of days. In other words, as per norms setup by Government, if sold items are returned the beyond time limit set for the tax region, then government would not return the tax amount charged at the time of invoice creation.
This tax reversal days applicable can be different for Sales Return & Purchase Return. Hence, separate option has now been provided to capture tax reversal days separately for Purchase and Sale.
The return period validity for tax calculation will now be based as per the tax region master as per the respective field.

Notes:
Return period shall be picked up from connected site’s Tax region for S&D transactions and supplier’s tax region for

- - Procurement transactions.
  - Excise Duty charged is not a part of this change.

Tax Reversal allowed up to (in days)	Effect
Blank	No limit on return
0	Only same day return shall be allowed
1	Return shall be allowed for Invoice date + 1

Scenario:

Suppose the tax reversal policy of a company are as given below:

- - Purchase Return Tax Reversal time period is 60 days
  - Sales Return Tax Reversal time period is 30 days

Now, if the company returns within 30th December, the goods it purchased on 1st November; then the taxes it paid during this purchase will be reverted to its accounts. However, if the return is made on the 31st of December there will be no refund of the taxes paid during purchase. Similarly, if the customers of the company return within 30th November, the items sold to them by the company on 1st November; then the taxes it paid during this sales will be reverted to its accounts. However, if the return is made on the 1st of December, there will be no refund of the taxes paid during the sale.

20

21767

GIN-I-725

Rate defined in Price Chart will now be given more priority than the one defined in Excel while importing

Module:

Procurement - Order Management - PO - Select Items - Import Excel Procurement - GRC Adhoc - Select Items - Import Excel Procurement - GRT Adhoc - Select Items - Import Excel

Enhancement Summary:

If the selected supplier has got Price Chart applicable, then for such suppliers’ item rates defined in Price Chart will be given higher priority than those defined in excel while importing.

Scenario:

Suppose there is a Supplier A, with Price Chart applicable. And items defied in the Price chart are as follows: T1010: Rs. 1000 T1000: Rs. 1500 Items imported using excel with respective rates are as follows: T1010: Rs. 1200 T1001: Rs. 1400 T1002: Not Specified Now in the above mentioned case, Item’s rate would get populated as follows: T1010: Rs. 1000 (From Price Chart) T1001: Rs. 1400 (From Excel as not defined in Price Chart) T1002: Rs 1800 (From Item Master as per Price Type defined in Supplier master)

21

21662

GIN-I-924

In Advance Payment Voucher TDS applicable amount can be stored separately

Module:

Finance - Voucher - AP Voucher

Enhancement Summary:

The TDS applicable amount will be stored separately in the Advance Payment voucher where TDS is applicable. This will ensure that any advance payment which has separate TDS Applicability from the gross payable can be properly addressed. A new field has been added where user can provide TDS applicable amount apart from the Gross Payable amount so that the user can pay advance payment where TDs is applicable not on gross amount but a portion of the same.

Scenario:

Suppose the gross payable amount is 1000 and TDS rate is 10%. TDS applicable amount is 700. Earlier, in the above scenario, the TDS would be calculated on the gross amount i.e. 1000 and 100 would be deducted as TDS. Now, in the same scenario, TDS would be separately calculated on the appropriate tax applicable amount i.e. 700 and 70 would be deducted as TDS. Net payable amount would be Rs.930 (i.e. Rs1000 – Rs. 70).

22

21771

GIN-I-1028

Stockpoint modification will now be allowed in Sales Return till the document is Authorized, even after LR/GE is tagged in the same

Module:

Sales & Distribution - Outright - Sales Return

Enhancement Summary:

Previously, user was restricted to modify Stockpoint once LR or Gate Entry has been tagged against the Sales Return even when the same was in un-authorized state. But during the business process, the modification of the In Stock Point information may be required in many situations even after LR Document tagging. Now, till the Sales Return document is in un-authorized state, user will be allowed to modify the stock point selected. However, once the document is authorized, no modification will be allowed.

Scenario:

N.A.

23

21717

GIN-I-901

Title Bar will now reflect Login Date along with financial year

Module:

GINESYS Title Bar

Enhancement Summary:

Previously, title bar used to reflect login financial information as follows. [01/04/20xx - 31/03/20yy (xx-yy)] User will now be able to view login date along with the logged in financial year. The same is required as user might be working on a back date, suppose 17/05/2015, it would show [Login Date: 17/05/2016(16-17)]. So that the current day operation or any back date operations can be tracked and acted upon accordingly.

Scenario:

N.A.

24

21054

BO-I-165

Transfer and returns document type prompts have been modified for better understanding

Module:

Finance - Register - General Ledger

Enhancement Summary:

Previously, the prompt was shown as "GRC from site" for goods received at store (accounting posting), this has changed to "Transfer to store". Also the prompt is shown as "GRT from site" for goods returned from store (accounting posting), this has changed to "Return from store".

Scenario:

N.A.

25

21788

BO-I-89

TDS information can now be viewed from Release Document form of Procurement at the time of approving any Document

Module:

Procurement - Approval - Release Document

Enhancement Summary:

TDS related information will now be reflected in Document Information block of Release Document. Following are the fields which will be reflected:

- - TDS Appl.
  - TDS Rate
  - TDS Appl. Amount
  - TDS Amount

Note: If TDS is applicable only then other TDS related information will be reflected, else the same would reflect blank. Along with TDS information, Vendor’s name would also be reflected for the respective document and with this an option has been provided to filter documents on the basis of its Vendor. This would help user to approve documents of a particular Vendor at a time.

Scenario:

N.A.

26

21777

GIN-I-1006

Purchase Orders and Service Orders can now be authorized even after day has been closed

Module:

Procurement - Approval - Authorize Order

Enhancement Summary:

Previously, authorization of Purchase and Service Orders were restricted once the day has been closed. This resulted in creation of backlog of un-authorized orders, which could not be taken further in Procurement process. In order to handle creation of such redundant data, GINESYS will now allow user to authorize Purchase or Service Orders even after Day closure. Note: Similar to authorization, un-authorization can also be done for orders whose dates are closed. Similar option is already available for Sales and Transfer Orders.

Scenario:

N.A.

27

22051

GIN-I-895

Goods can now be returned to other Vendors of the Item than rather than only from Last Received Vendor using GRT Wizard

Module:

Procurement - Goods Return Challan - Goods Return Challan - Wizard

Enhancement Summary:

Previously, Goods could only be returned to the last Vendor of the item while booking return using GRT wizard. But in the real scenario, user may have to book return of goods even to previous Vendors of the item. GINESYS has now provided a user configurable option where, user can select where return will be made to only last vendor or to any vendor of the item. By default, return will be allowed only to last vendor, operator can select option to “Return To: Any Vendor of the item”. Using this option operator will be able to return Goods to any Vendor from whom the item has been purchased ever during the course of business, user will be restricted to return if the selected Item has never been purchased from the selected Vendor.

Scenario:

Suppose the item (T001) has two vendors – V1 and V2. The last purchase of the item has been from vendor V2. When ‘Return To’ field’s value is ‘Last Vendor of the Item’: Then GRT would only be possible with Vendor V2. Return of item T001 would be restricted for any another vendor other than V2. When ‘Return To’ field’s value is ‘Any Vendor of the Item’: Then GRT would be possible with both V1 and V2. Please note: Returns will be restricted for all other vendors who have never supplied item T001.

28

22053

GIN-I-738

Item rates provided in excel will now be considered as Return Rate while doing Adhoc Sales Returns

Module:

Sales & Distribution – Outright – Sales Return

Enhancement Summary:

Previously, item rate used to flow from Price List Selected. But while doing adhoc returns actual return rate would differ from that defined in Price List. Therefore, we have now provided an option to import item rates as well while selecting items using Import Excel option in Select Item window. The feature is particularly useful for Online Sales.

Scenario:

Rate population logic:

Adhoc returns: At the time of doing adhoc returns items rate defined in Excel or in Select Item window will be considered as return rate. Inputted rate will be reflected in Add/Remove Item window and even in Item Details Window, modification is allowed at both levels.

Returns against Invoice: At the time of making returns against Invoice, Invoice rate will be considered as return rate and user will not be allowed to modify the rate at any level.

29

22138

GIN-I-521

The events list for GINESYS SMS has been revamped

Module:

GINESYS Launchpad – SMS Notification

Enhancement Summary:

Existing Event Changes

Event Name	Changes Done
Payment Received	SMS will be sent once the voucher is posted - Previously, SMS was being sent once payment was received, it was not checked whether it is approved or not. SMS will now be sent once the voucher is posted and not created. Assumption: It might happen that a voucher is posted twice, i.e., posted, then revert posted, then again posted. Then 2 SMS shall be sent in such cases. Class Name variable introduced - We have introduced a class name variable using which if required, SMS can be sent only to some specific classes like only to customers.
Payment Made	Same changes as mentioned in Payment Received.
Outgoing Logistics	SMS will be sent only once 'Document No.' is provided/input - Previously, SMS was being sent irrespective of transporter's document no. is provided or not. But for the opposite party, they are concerned with transporter's document no. and not the system's LR No. 2. Following new variables added: New Logistics Remarks column added in variable list. Destination Site related variables has been added - Destination Site Name Destination Site Short Name Destination Site Mobile No. Destination Site Contact Person Consignee's Agent related variables added - Agent Name Agent Mobile No. Logistics Type variable added.
SO/TO Raised	Applicable only for outright orders - We have created a separate event for transfer order and restricted this event to only sales order. Therefore, the event name is also changed to "Sales Order Raised". SMS will be sent once the order is authorized - Previously, SMS was being sent once order was raised, it was not checked whether it was approved or not. SMS will now be sent once the order is authorized and not created. Assumption: It might happen that an order is authorized twice, i.e., authorized, then unauthorized, then again authorized. Then 2 SMS shall be sent in such cases.
Goods Received	Following new variables of receiving site added: Site Name Site Short Name Site Mobile No. Site Contact Person
Purchase Order Raised	Previously, SMS was being sent once order was raised, it was not checked whether it was approved or not. SMS will now be sent once the order is authorized and not created. Assumption: It might happen that an order is authorized twice, i.e., authorized, then unauthorized, then again authorized. Then 2 SMS shall be sent in such cases
Sales Invoice Raised	Applicable only for outright invoices - We have created a separate event for transfer out and restricted this event to only sales Invoice. SMS will be sent once the invoice is posted - Previously, SMS was being sent once invoice was raised, it was not checked whether it is approved or not. SMS will now be sent once the invoice is posted and not created. Assumption: It might happen that an invoice is posted twice, i.e., posted, then revert posted, then again posted. Then 2 SMS shall be sent in such cases. Note: It is important to note here that if this event is already configured and SMS is being sent for both Sales Invoice and Transfer Out, then user will have to create a new event for transfer out post update.

New Events

Event Name	Description
Transfer Out Raised	SMS will be sent to the recipients once the transfer out document is posted. Note: Variables same as "Sales Invoice event".
Transfer Order Raised	SMS will be sent to the recipients once the transfer order document is authorized. Note: Variables same as "Sales Order event".
Purchase Return Raised	SMS will be sent to the recipients once the purchase return document is posted. Note: Variables same as "Purchase Invoice event".
Sales Return Raised	SMS will be sent to the recipients once the sales return document is posted. Note: Variables same as "Sales Invoice event".
Transfer In Raised	SMS will be sent to the recipients once the transfer in document is posted. Note: Variables same as "Transfer Out event".
Invoice Outstanding Above 75days	This is a recurring event which shall send SMS to customers whose invoice is outstanding for more than 75 days. Event variables: TODAY, CUSTOMER_CODE, CUSTOMER_NAME, CUSTOMER_MOBILE, CUSTOMER_CONTACT_PERSON, CUSTOMER_CLASS, CUSTOMER_GL, OUTSTANDING_AMOUNT, OVERDUE_AMOUNT
Purchase Order Cancellation	SMS will be sent to the vendors or agents on cancellation of any order. Event variables: Cancellation No., Cancellation Date, Order No., Order Date, Vendor Name, Vendor Mobile No., Agent Name, Agent Mobile No., Transporter Name, Transporter Mobile No., Cancelled Qty., Cancelled Amount Note: In case orders from multiple vendors are cancelled in same cancellation document, then individual SMS shall be sent to each vendor. In case multiple orders from a vendor are cancelled in same cancellation document, then order number should be sent as "Multiple" to the vendor.
Sales Order Cancellation	Same concept as "Purchase Order Cancellation".
Transfer Order Cancellation	Same concept as "Purchase Order Cancellation".

30

22222

BO-I-49

Adjustment logic revamped in Document Adjustment form in Finance module

Module:

Finance – Journal – Document Adjustment

Enhancement Summary:

Documents have different functionality in their respective forms. So, in order to bring parity between the document forms and adjustment form, Document Adjustment Form's functionality has been bifurcated based on type of document. Example: All the invoice documents like Purchase Invoice, Sales Invoice etc. which do not have adjustment option in the document, i.e., those documents which can only be adjusted with another document once the same has been posted. And, there are another set of documents which do have adjustment option in document itself, like, voucher forms or Return Invoice (Purchase Return Debit Note, Sales Return). These documents allow to adjust other posted documents with them even the same is in un-posted state. As per the functionality of the document, document adjustment will also provide similar functionality.

Scenario: A Purchase Invoice and a AP Voucher has been created against a Vendor. Suppose both the created documents are in un-posted state. As per the new functionality, user will be able to adjust other documents of the vendor only with AP Voucher, adjustment will remain restricted for Purchase Invoice in Document Adjustment form.
Document adjustment modification to be done only from source document in case any negative adjustment has been done.

Scenario: Suppose a Purchase Invoice and a Debit Note has been adjusted in a AP voucher where Debit Note is a negative adjustment. Now, once this adjustment is saved, user will now be restricted from modifying the adjustment from Purchase Invoice or Debit Note. In order to make any change to the adjustment operator can do the same only from AP Voucher.

31

22286

GIN-I-980

Multiple Delivery Challans can now be created against a Sales Order using import Excel option

Module:

GINESYS Web – Admin – Utilities – Manage – Data Import

Enhancement Summary:

At some cases, scanning is done where working is done in disconnected mode, i.e., application in not running, in such places excel can be maintained or generated from WMS application (If managed by WMS application). Users at HO would had to create Delivery Challans as per the given information. Now with the introduction of web based import excel option user at such warehouses can create DCs directly from the warehouse. Multiple DC can be created at one go for multiple sites and for multiple stockpoints of those sites.

Scenario: Suppose following Orders against which DCs needs to be created: SO1(Site A): T1001 – 10 Qty (All Stockpoint X) SO2(Site A): T1010 – 20 Qty (15- Stockpoint X and 5- Sockpoint Y) SO3(Site B): T1010 – 10 Qty (All Stockpoint Z) DCs will be created as follows: DC1(Site A): T1001 - 10 Qty and T1010 - 15 Qty (Stockpoint X) DC2(Site A): T1010 – 5 Qty (Stockpoint Y) DC3(Site B): T1010 – 10 Qty (Stockpoint Z)

32

22287

BO-I-15

Item rate of existing Sales/Transfer Orders can now be updated from Global Change option in modify/manage item

Module:

Inventory - Item Definition - Modify/Manage Item

Enhancement Summary:

Previously, if any modification was made existing orders could not be impacted with the same. Each order document had to be manually revised. Now, an option has been provided in Global change window using which rate will now get updated in existing orders as well. A new user policy has been added, namely, “Allow update pending Sales/Transfer Order from item global change”. Only those users having this profile privilege will be allowed to update order rates from Global change option.

Note: Only SOs and TOs having same price type as the price type which was changed are affected. That is if changes have been made in MRP of an item; then only SOs and TOs where the item’s base rate is defined as MRP, will be affected.

Scenario:

Suppose the base rate of an item (A001) is given as its RSP. Its RSP is given as ₹100 and several Sales Orders and Transfer orders have been created with this item and price type RSP. Now, the RSP of A001 is changed to ₹200, then the pending SO and TO which have price type as RSP will reflect this change.

33

22238

BO-I-129

Document reversal concept has been introduced and NEFT/ RTGS payment mode added in all Voucher forms

Module:

Finance - Voucher - AR Voucher Finance - Voucher - AP Voucher

Finance - Voucher - General Voucher

Finance - Voucher - Contra Voucher

Finance - Voucher - Bank Reconciliation

Enhancement Summary:

Sometimes GINESYS users may face a case of STOP Payment / Dishonor of Cheques from their clients/ customers then a Reverse Entry needs to be passed with the same set of transaction data; such reverse entry is now possible in GINESYS. A new checkbox has been added in Voucher forms “This is a reversal entry”. If a voucher is marked as reversal entry SMS and auto email will not be sent for such transactions. Previously, NEFT/RTGS payments could only be done from AP Voucher, same can now be done from all voucher forms. Also, along with this, operator will now be able to BRS even for NEFT/RTGS transactions.

34

22314

GIN-I-953

Stock information will now be reflected in item selection window of Alternative Mode of Delivery Challan [Against Order]

Module:

Sales and Distribution – Delivery – Delivery Challan [Against Order] – Populate Pending Order – Alternate Mode – Item Selection

Enhancement Summary:

Stock point wise current stock of the Alternate Items will now be reflected at the time of item selection, users can only select alternate items with available stock.

35

22167

GIN-I-269

Item of respective invoice can now be imported through Excel while creating Sales Return from unmanaged sites

Module:

Sales & Distribution - Outright - Sales Return - Item Details (button)

Enhancement Summary:

While creating Sales Return against Goods Return from unmanaged sites, multiple invoices need to be set off, previously, user had to select items from each invoice individually. Now with the help of import excel option, user will now be able to set-off multiple invoices at one go.

36

22254

BO-I-25

Adjusted & Pending documents information can now be accessed in AR/AP Adjust window

Module:

Finance - Voucher - AR Voucher

Finance - Voucher - AP Voucher

Enhancement Summary:

Adjust window of AR and AP voucher forms will now reflect details of already adjusted documents and other pending documents in which the same can be adjusted. Adjustment process will become smooth with reflection of such data.

37

20523

GIN-I-977

Component transfer in case of process deletion can now be done through Working Plan

Module:

Production – Working Plan

Enhancement Summary:

Now components of a deleted process in a Working Plan can be transferred to another process as Non Standard Component.

Scenario:

At the time of modification of the Working Plan, users have the flexibility of either delete the process altogether along with its components or deleting a Process and transferring any available component of that process to a different process. So that even if they have to dispense with the process itself, the components from the deleted process can be used as Non Standard Components in some other process. Hence now it will be possible to keep track and re-use components from deleted process.

Note:

The changes can only be made for the process for which no job order has been raised.
Moreover, Non Standard processes cannot be selected for shifting such components.
The processes will only be considered as per this Working Plan and not the Master Route.
Deletion of Sub Assembly items will not allow any automatic switching of components between processes.

38

21049

GIN-I-699

Miscellaneous option in the Outgoing LR has been made security profile based

Module:

Inventory – Logistics – Outgoing – LR

Enhancement Summary:

Earlier the Miscellaneous type of Outgoing LR was open to all who had privilege of operation in Outgoing LR. Now there is a profile based restriction on creation of Miscellaneous type Outgoing LR. It will allow users to permit the creation and modification of these types of LRs to specific people.

Note: In case of new user creation, the default value for this user profile setting will be unrestricted access (Checkbox – ticked). Migration Logic The access will currently be unrestricted to all, the users can apply the profile setting restriction by un-ticking the checkbox.

Scenario:

Some people with access to this feature were unethically misusing this feature to remove goods from the warehouses. Now the new profile "Allow to operate Miscellaneous types of LR", will allow users to restrict access of the feature to only those that they wish to provide access.

39

21534

GIN-I-450

Logistic Tagging option provided in Inter Stock Point transaction

Module:

Inventory – Logistics – Outgoing – LR Inventory – Setup – Stock Point Master

Inventory – Transfer – Stock Point Transfer

Inventory – Logistics – Outgoing – Permit

Inventory – Logistics – Outgoing – Delivery Date Reconciliation

Procurement – Print Barcode Label

Reports

Document Report - Outgoing Logistics

Register Report - Outgoing - Logistic Status

Outgoing Permit Register

Logistics Register

Declaration Register

OLAP Report - Gate Entry Analysis

Inter Stock Point Transfer Analysis

Permit Analysis

Logistic Analysis

Enhancement Summary:

Outgoing Logistics applicability has been added to Stock Point Transfer. Previously there was no way to track the movements of goods transported through Stock Point Transfers. Now creation of Outgoing LRs for Inter Stock Point transaction will allow users to track the mobility of their goods. They will also get reports of the same as listed above.

Scenario:

Suppose some goods are being sent from Stockpoint A to Stockpoint B, then the Outgoing LR for Stockpoint B will be created provided the Outgoing LR of Stockpoint B is enabled in Stockpoint master.

40

22288

GIN-I-732

Auto SMS to vendor for Purchase Order and Order Cancellation now available

Module:

GINESYS Launchpad – SMS Notification

Enhancement Summary:

Now SMS for creation of documents for cancellation of Purchase Order / Sales Order/ Transfer Order can be generated and sent to vendors/customers automatically. The following table shows the various information that will be displayed in case of each type of orders cancelled:

Order Type Cancelled	Information sent in SMS of each type
PO	Cancellation No. Cancellation Date Order No. Order Date Vendor Name Vendor Mobile No. Agent Name Agent Mobile No. Transporter Name Transporter Mobile No. Cancelled Qty Cancelled Amount
SO	Cancellation No. Cancellation Date Order No. Order Date Site Customer Mobile Number Agent Agent Mobile Number Transporter Transporter Mobile Number Cancelled Qty Cancelled Amount
TO	Cancellation No. Cancellation Date Order No. Order Date Site Customer Mobile Number

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