Cdr Rollout 5m4fn

VISAKHAPATNAM CDR ROLLOUT URL for accessing CRM Start à Internal Explorer àURL: http://crm.sdc.bsnl.co.in/

URL for accessing CLARITY Start à Internal Explorer àURL: http://clarity.sdc.bsnl.co.in/

URL for accessing PMS Start à Internal Explorer àURL: http://pms.sdc.bsnl.co.in:7777/

URL for accessing CRM Reports Start à Internal Explorer àURL: http://er.sdc.bsnl.co.in/ name /pssword-------------------------------------CDRVSK/CDRVSK

CRM Documentation-----------------------------------------------------------------2 CLARITY Documentation-----------------------------------------------------------8 TRA Documentation----------------------------------------------------------------24 PMS Documentation----------------------------------------------------------------34

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NPC MANUAL ORDER 1) 2) 3) 4)

with -id & Go to customer s (Screen tab) Click on Customer List ( Link) Click on NEW Enter Name and Type, Give CTRL+S to save. Note down customer ID 5) Drill down on Name link 6) Click on Addresses ( view Tab) 7) Give 2 addresses Installation address (Give details like House no.,village , city/mandal , state , district , main locality , sub locality) To save the details give CTRL+S Click on OK Billing address: If billing address and Installation address are same then click on menu , copy record and change the record as billing record other wise add billing address like installation address. 8) Click on s ( view tab) 9) Click on NEW Enter details like title, surname, name, preferred communication , no.) 10) Click on Billing s (View tab) 11) Click on NEW Enter the details: last name , Billing a/c type(Ex. Individual) , billing a/c subtype , billing address , frequency, billing period , bill type , preferred payment mode , bill media , preferred language, prepaid type To save the above record CTRL+S Click on CREATE . (to activate billing a/c ) Now billing a/c is created 12) Click on Orders ( view tab) 13) Click on NEW Enter details like Billing , service line, service, service type , service subtype, service category, connection type, documents to be collected, installation address, usage code CLICK ON order no. Select Broadband required Y / N Click on Line Items Click on NEW Now enter details like Nominee name, Nominee relation , product Click on customize 14) Select plan, facilities calling level, accessories , deposit schemen(at training centre select zero deposit) 15) Click on DONE 16) Click on AVAILABLE NUMBERS 17) Select a phone no. (service id) 18) Click on RESERVE NUMBER 19) Click on ACCESSORY CHECK 20 ) Click on VALIDATE 21) Click on DEMAN D NOTE 22) Click on submit order 23) Click Milestones (view tab) and the completion of various stages of the order.

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NPC WITH BROADBAND 1. UPTO VALIDATE THE PROCEDURE IS SAME AS MANUAL ORDER 2. CLICK ON 'FOLLOW ON BB ORDER' 2. SELECT 'BROADBAND' OPTION (PREPAID / POSTPAID) 3. CLICK ON CUSTOMIZE 4. SELECT BB PLAN 5. SELECT MODEM TYPE 6. SELECT DEPOSIT 7. SELECT INSTALLATION 8. CLICK ON DONE 9. TYPE ID 10. THEN COME DOWN AND CLICK ON THE (+) MARK OF THE BROADBAND 11. SELECT PRODUCT AS BROADBAND 12. THEN CLICK CREATE EMAIL 13. GIVE ONE UNIQUE EMAIL ID 14. USE CTRL+S TO SAVE 15. CLICK ON ID CREATION BUTTON 16. CLICK ON DEMANDNOTE 17. CLICK ON LANDLINE ORDER BUTTON 18. CLICK ON ORDER NUMBER 19. CLICK ON 'SUBMIT ORDER' 20. CLICK ON 'CHILD ORDER' 21. CLICK ON 'SUBMIT ORDER'

PROVISIONING OF BROAD BAND FOR WORKING LINES Steps to follow: 1) 2) 3) 4) 5) 6) 7) 8) 9)

with CSR -id and . Drill down on Services ( Screen tab) type the Service-id & click on go drill down on name and navigate to summary view. dropdown on ‘order sub type’ field and select ‘broadband provision’ click on ‘modify’ ( button) ( an order will be generated ) click on cutomize ( for broadband line item) click on broadband and click on cutomize symbol click on one of the bb plans ( committed, home, combo plans) ( what ever be the plan for Landline that will be modified automatically if we select combo plans) 10) click on ‘modem types’ 11) select one of the modems and click on cutmomize icon 12) select ‘modem-acquisition type’ from the list 13) select ‘modem-installation-required’ ( Y or N) 14) click on done. 15) Again click on customize and click on customize icon 16) click on deposit scheme and select one of the schemes 17) click on Rental scheme and select one of the schemes 18) click on Installation Scheme and select one of the Schemes 19) Click on done. 20) Type the -id for BB in the order detailed view. 21) Click on the + symbol at Line ( tree) & click on expand symbol 22) Select the broad band product

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23) click on ‘create new mail’ button in Broadband e-mail list 24) type the mail-id ( simple name)( create the no. of emails as per the plane selected . For 500 plan only one email will be allowed including primary) 25) Click on ‘-id creation’ 26) Click on ‘demand note’ 27) Click on ‘submit order’ 28) Refresh the order ( alt + enter) the status will be changed to ‘in progress’ 29) Click on ‘Broadband Milestones’ view tab and check the status of the order and different stages.

VOLUNTARY CLOSURE Steps to follow: 1) Click on Services (Screen Tab) 2) Query with Service-id 3) Drill down name 4) Drop down order sub type 5) Select disconnect 6) Click on disconnect ( view tab) 7) to CSR retention id ( csrrtn, csrrtn) 8) Select the related activity based on the order number 9) Click on approve 10) to CSRHYD ( csrhyd, csrhyd) 11) click on the activity 12) click on close 13) click on submit ( view tab)

Change of Indicator Steps to follow: 1) Click on Services & click on query 2) Type service-id 3) Click on name 4) Drop down order sub type 5) Select change indicator 6) Click on Modify ( view tabs) 7) Click on line items 8) Click on customize 9) Click one done 10)Click on available nos 11)Select one no and click on ok 12)Click on reserve no 13)Click on accessory check 14)Click on validate 15)Click on demand note 16)Click on submit order

Shift without change of indicator 1) Click on Services on Screen tabs 2) Query on Service-id

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3) Type the Service-id & go 4) Click on addresses view tab 5) Click on new & enter the address 6) Click on summary 7) Drop down the order sub type in view record 8) Select “shift without change of number” 9) Click on shift 10) Click on more info view tab 11) Drop down nature of shift and select immediate shift 12) Click on Line items 13) customize 14) click on done 15) click on installation address icon and click on ok 16) Click on Accessory check 17) click on validate 18) click on submit order 19) Check the status : in progress 20) click on milestones 21) check the status at various stages.

Shift with change of indicator Steps to follow: 1) 2) 3) 4) 5) 6) 7) 8) 9)

Click on Services (Screen tab) Click of query Type Service-id ( Tel. No) & click on go Click on name Click on addresses & type new address Click on Summary Drop down order sub-type and select shift with tel. No. Click on shift Click on more info drop down nature of shift and select Immediate 9) Click on line items 10) Click on installation icon and select new address & ok 11) Click on customize & done 12) Click on available numbers, reserve number,Accessory check, Validate & finally submit order. 13) Click on parent on the view tabs and check the status is discon. (parent is the old number which should be disconnected) 14) Click on the child on the view tabs and check the status is comp ( Child is the new number) 15) Click on services, service-id, a/c summary and check the order status.

Change the Billing Address 1) Click on service request (screen tab) 2) Click on SR list Query for Service-id Drop down request type and select billing related Drop down change type and select billing update Drop down change sub type and select billing update Down right update the new billing address Click on submit

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Change of Bill Frequency 1) 2) 3)

Click on service request (screen tab) Click on SR list Click on new Type the service-id Drop down Request type and select as billing related Drop down Change type and select bill frequency update Drop down Change sub type and select monthly/bi/quarterly Down right update the frequency & bill period Click on submit A request will be generated and ed onto AO(TR). To see the status On top left select the all zonal requests and .

REFINANCE 1) 2) 3) 4) 5) 6)

Click on Services Screen Tab Query with Service-id Drill down billing no. for billing applet. drill down on billing no. for detailed view click on refinance view tab Fill the following fields in the applet No. of Instalments: PMS amount : PMS receipt no. :

7) Update the amounts in the instalments 8) Submit.( The request id gets routed to AO(TR) and will be available in the My Alerts in AO(TR) Home. 9) to AO(TR) with same . 10) Drill down the Request-id in My Alerts of AO(TR) Home 11) click on approve after entering the comments. Note: AO(TR) can change the no. of instalments and instalment amount. 12) Check the status of the request through customer summary view.

TROUBLE TICKETING ( COMPLAINTS) 1) 2) 3) 4) 5) 6) 7) 8) 9)

CLICK ON TROUBLE TICKET ( SCREEN TAB) CLICK ON COMPLAINTS CLICK ON NEW ( VIEW TAB) ( NEW DOCKET WILL BE OPENED) TYPE SERVICE –ID & PRESS TAB DROP DOWN COMPLAINT TYPE ( TECHNICAL, BILLING, OTHER) DROP DOWN ON COMPLAINT-SUB TYPE AND SELECT RELATED ITEM TYPE SOME THING ON DISCRIPTION SAVE ( CTRL+S) DRILL DOWN DOCKET NUMBER CLICK ON SUBMIT ( VIEW TAB)( Observe the sub status as assigned to ITO AND NOTE THE DOCKET NUMBER)

AUTO ORDER FOR NPC 1) Click on s 2) Click on s list 3) Click on NEW

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4) Enter the fields 5) Click on Name for ( detailed list view) 6) Click on addresses 7) Click on NEW 8) Enter 2 addresses ( installation, billing) 9) Click on House/Door no. Icon 10) Click on NEW 11) Enter the details 12) click on save & click on Ok 13) click on Installation , click on Manu and copy record for Billing and Billing correspondence addresses 14) click Save ( ctrl + S) 15) click on Auto Order 16) Click on Billing ( new billing a/c record will be created) 17) Drop down on Billing Status 18) Select one name 19) Drop down on Billing frequency and select bill period 20) Drop down on billing type and select one item 21) Drop down bill period and select 22) Drop down on Rural/Urban and select rural& save 23) Click Line items (view tab) 24) Create NEW line items. 25) Click CUSTOMize (product configuration screen) 26) Select plan, facilities calling level, etc. 27) Click DONE 28) Click ON AVAILABLE NUMBERS 29) Select a phone no. (service id) 30) Click on RESERVE NUMBER 31) Click on ACCESSORY CHECK 32) Click on VALIDATE 33) Click on DEMAN D NOTE 34) UNDER DEMAND NOTE (VIEW TAB) click MAKE PAYMENT 35) Click on submit order 36) Click Milestones (view tab) 37) Copy service id 38) Go to Services & check.

CDR_CLARITY CONTENTS: S.NO

CONTENT

PAGE NO.

1

SHORTCUT KEYS & INBOX PATH

2

2

ORDER TYPE – ORDER SUB TYPE – SERVICE TYPE

3

3

DP, PILLAR, MDF, SWITCH NAMING CONVERSIONS

3

4

WORKGROUP NAMING CONVENSIONS

3

5

CHANGE PROCEDURE

3

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6

NPC/RECONNECTION

4

7

BROADBAND PROVISION

6

8

DISCONNECTION or CLOSURE - LANDLINE

8

9

ACCESSORY CHANGE

9

10

FACILITY CHANGE

10

11

FAULT - LANDLINE (FRS)

10

12

FAULT - BROADBAND

11

13

INVENTORY – VIEW MODE

12

14

INVENTORY – ADD DP,PILLAR,MDF

13

15

INVENTORY – DEG DP,PILLAR,MDF

13

16

GENERATE NUMBER

14

17

NUMBER MANAGEMENT SEARCH

14

18

CHANGING WORKGROUP

14

19

ADD NEW EMPLOYEE

15

20

MSO

15

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SHORTCUT KEYS REFRESH - F8

SAVE - F10

LOV - F9

INSERT – F6

DELETE – SHIFT + F6

QUERY - F 7 & F 8

Note: All your Tasks will come to your Inbox. Path to Inbox: Click Provisioning Screen -> Inbox -> Work Orders/Tasks -> Provide Date and To Date -> Click SET button.

Workgroup, From

Here you can view all your task belongs to that workgroup you selected. Double click on Service order of INPROGRESS status task to proceed your work! If you double click on Service order of other than inprogress status task, then you can view details in READ mode. SCENARIO’S NPC (LL) VOLUNTARY CLOSURE (LL) ACCESSORY CHANGE (LL) FACILITY CHANGE (LL) BB PROVISION BB DISCONNECTION LL FAULT

ORDER TYPE CREATE

ORDER SUB TYPE PROVISION

SERVICE TYPE LANDLINE

DELETE

DISCONNECT

LANDLINE

MODIFY

ACCESSORY

LANDLINE

MODIFY MODIFY MODIFY FAULT

LANDLINE LANDLINE LANDLINE LANDLINE_FLT

BB FAULT

FAULT

SHIFT IMMEDIATE

CREATE & DELETE

SHIFT WITH CRD

CREATE & DELETE

SHIFT WHEN FEASIBLE

CREATE & DELETE

PCO WLL

CREATE CREATE

FACILITY BB PROVISION BB DISCONNECT Ex: PHONE DEAD Ex: BB ADSL MODEM LINK FAILURE SHIFT IMMEDIATE WITH or W/O NUM CHANGE SHIFT WITH CRD WITH or W/O NUM CHANGE SHIFT WITH CRD WITH or W/O NUM CHANGE PROVISION PROVISION

ISDN

CREATE

PROVISION

CENTREX

CREATE

PROVISION

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LANDLINE_FLT LANDLINE LANDLINE LANDLINE PCO WLL_FIXED ISDN_PRI or ISDN_BRI LANDLINE

DP, PILLAR, MDF, SWITCH NAMING CONVERSIONS TYPE DP PILLAR MDF SWITCH

CONVERSION SSSEEEPPPPDDDDD SSSEEEPPPP SSSEEEM01 SSSEEEO01(OCB) SSSEEEE01(EWSD) SSSEEEC01(CDOT)

EXAMPLE MDUTKM0X1100002 MDUTKM0X11 MDUTKMM01 MDUTKMO01 MDUTKME01 MDUTKMC01

TOTAL_DIGITS 15 10 9 9 9 9

WORKGROUP (WG) NAMING CONVERSIONS WG_TYPE OUTDOOR WG INDOOR WG MDF WG LINEMAN WG JTO WG INITIAL TESTING WG FINAL TESTING WG NIB WG EXCHANGE WG

CONVERSION SSSEEE_OD SSSEEEX01_ID SSSEEE_MD SSSEEEPJJJJJ01_OD SSSEEEJJJJJ_OD SSSEEE_IT SSSEEE_FT SSSEEE_NIB SSSEEE_SO

Note: SSS – SSA CODE (3 DIGITS) EEE – EXCHANGE CODE (3 DIGITS) PPPP – PILLAR CODE (4 DIGITS) DDDDD – DP CODE (5 DIGITS) M – MDF JJJJJ – JTO CODE (5 DIGITS) CHANGE COPY WORKGROUP FROM SERVICE ORDER SCREEN CLICK S SCREEN QUERY THE WORK GROUP COPY HRMS NO. OF JTO CLOSE ALL THE SCREENS CLICK APPLICATION SCREEN CLICK ACCESS RIGHTS CLICK CHANGE ENTER ID & WORD AS HRMS NO. OF JTO CLICK BUTTON

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EXAMPLE MDUTKM_OD MDUTKMO01_ID MDUTKM_MD MDUTKMP2311C01_OD MDUTKM2311C_OD MDUTKM_IT MDUTKM_FT MDUTKM_NIB MDUTKM_SO

I) NPC/RECONNECTION ORDER TYPE: CREATE ORDER SUB TYPE: PROVISION (NPC) SHIFT …..(RECONNECTION) SERVICE TYPE: LANDLINE TASKS: 1) IDENTIFY LINEMAN 2) OUTDOOR 3) MDF 4) INDOOR 5) FINAL TESTING PROCEDURE: 1) IDENTIFY LINEMAN: CLICK ON STATUS (INPROGRESS) CLICK NAVIGATOR BUTTON DOUBLE CLICK ON SELECT LINEMAN SELECT LINEMAN CLICK OK BUTTON CLICK ON STATUS (INPROGRESS) CLICK LOV & CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN)

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2) OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK NAVIGATOR BUTTON DOUBLE CLICK ON CIRCUIT EDIT SCREEN DESIGN CIRCUIT 10 -- JUMPER - DP 20 -- JUMPER – PILLAR (Both IN & OUT) 30 – JUMPER - MDF 40 – PHYSICAL – SWITCH SAVE & CLOSE SCREEN CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 3) MDF CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE MD_IS_LINE_OK  ‘Y’ OR ‘N’ CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 4) INDOOR & 5) FINAL TESTING CLICK ON STATUS (INPROGRESS) CLICK LOV BUTTON CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN)

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II) BROADBAND PROVISION ORDER TYPE: MODIFY ORDER SUB TYPE: BROADBAND PROVISION SERVICE TYPE: LANDLINE TASKS: 1) BB_MDF 2) BB_OUT DOOR PROCEDURE: 1) BB_MDF CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE BB_NETWORK_TYPE  P2.2 or P3 PROVIDE BB_BRAS/BNG_IP PROVIDE BB_DSLAM_IP PROVIDE BB_INNER_VLAN (Range between 128-1087) PROVIDE BB_OUTER_VLAN (Range between 100-4096) CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) A) FOR P2.2 NETWORK: TASKS: 1. BB_MDF 2. BB_FEASIBILITY 3. BB_P2.2 ACTIVATION 4. BB_OUTDOOR 5. PROCEDURE: 2. BB_FEASIBILITY CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE BB_FEASIBILITY  ‘Y’ OR ‘N’ CLICK ON STATUS (WO SCREEN)

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CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 3. BB_P2.2 ACTIVATION CLICK ON STATUS (INPROGRESS) CLICK LOV & CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) 4. BB_OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK COSTED ITEMS TAB PROVIDED MODEM ESN NO. CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) B) FOR P3 NETWORK TASKS: 1. BB_MDF 2. BB_OUTDOOR 3. BB_NIB_DONE PROCEDURE: 2. BB_OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE BB_FEASIBILITY  ‘Y’ or ‘N’ PROVIDE BB_MOTIVE/NONMOTIVE_MODEM CLICK COSTED ITEMS TAB

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PROVIDE MODEM ESN NO. CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 3. BB_NIB DONE IT IS A SYSTEM TASK, IT GETS COMPLETED AUTOMATICALLY. III) DISCONNECTION or CLOSURE - LANDLINE ORDER TYPE: DELETE ORDER SUB TYPE: DISCONNECT SERVICE TYPE: LANDLINE TASKS: 1) 2) 3) 4)

INDOOR MDF OUTDOOR FINAL TESTING

PROCEDURE: 1. INDOOR CLICK ON STATUS (INPROGRESS) CLICK LOV, CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) 2. MDF CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN)

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3. OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE OD_ACC_COLLECTION_STATUS PROVIDE OD_ACCESSORY_ CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 4. FINAL TESTING CLICK ON STATUS (INPROGRESS) CLICK LOV & CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) IV) ACCESSORY CHANGE ORDER TYPE: MODIFY ORDER SUB TYPE: ACCESSORY SERVICE TYPE: LANDLINE TASK: OUTDOOR PROCEDURE: OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK COSTED ITEMS TAB DELETE EXISTING ACCESSORY IF REQUIRED ENTER ESN NO. FOR NEW ACCESSORY CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN)

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V) FACILITY CHANGE ORDER TYPE: MODIFY ORDER SUB TYPE: FACILITY SERVICE TYPE: LANDLINE TASK: INDOOR PROCEDURE: INDOOR CLICK FEATURES TAB CHECK & PROVIDE FACILITY CLICK ON STATUS (INPROGRESS) CLICK LOV & CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) VI) FAULT - LANDLINE (FRS) ORDER TYPE: FAULT ORDER SUB TYPE: PHONE DEAD (Example) SERVICE TYPE: LANDLINE_FLT TASKS: 1. TESTING 2. FINAL TESTING PROCEDURE: 1. TESTING CLICK TEST RESULTS BUTTON ENTER THE MEASURED VALUES SAVE & CLOSE SCREEN (TEST RESULTS SCREEN) CLICK VIEW WO BUTTON CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) Note: If the Measured Values are varies from predefined range, the required Tasks will insert. 2. FINAL TESTING CLICK ON STATUS (INPROGRESS) CLICK LOV CHANGE STATUS TO COMPLETED

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SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) * OUTDOOR CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE TT_FAULT_CLEARANCE_CODE CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN)

VII) FAULT-BROADBAND ORDER TYPE: FAULT ORDER SUB TYPE: BB ADSL MODEM LINK FAILURE (Example) SERVICE TYPE: LANDLINE_FLT TASKS: 1. TESTING 2. BB_MDF 3. FINAL TESTING. PROCEDURE: 1. TESTING CLICK TEST RESULTS BUTTON ENTER THE MEASURED VALUES SAVE & CLOSE SCREEN (TEST RESULTS SCREEN) CLICK VIEW WO BUTTON CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) Note:If the Measured Values are varies from predefined range, the required Tasks will insert. 

OUTDOOR: CLICK ON STATUS (INPROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE TT_FAULT_CLEARANCE_CODE

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CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 2. BB_MDF: CLICK ON STATUS (IN PROGRESS) CLICK VIEW WO BUTTON CLICK ATTRIBUTES TAB PROVIDE TT_BB_FAULT_CODE PROVIDE TT_FAULT_CLEARANCE_CODE CLICK ON STATUS (WO SCREEN) CLICK LOV & CHANGE STATUS TO CLOSED SAVE & CLOSE SCREEN (WO SCREEN) REFRESH SCREEN (SERVICE ORDER SCREEN) 3. FINAL TESTING: CLICK ON STATUS (INPROGRESS) CLICK LOV CHANGE STATUS TO COMPLETED SAVE & REFRESH SCREEN (SERVICE ORDER SCREEN) VIII) INVENTORY A) VIEW MODE: CLICK INVENTORY SCREEN CLICK AREA TAKE HIERARCHY AS BSNL_HIERARCHY DOUBLE CLICK ON ZONE (Ex: S) DOUBLE CLICK ON CIRCLE (EX: TN) DOUBLE CLICK ON SSA (EX: MDU) HERE YOU CAN VIEW ALL THE EXCHANGE BELONGS TO PARTICULAR SSA. CLICK ON EXCHANGE CODE (EX: MDUTKM) AT THE LOCATION DETAILS YOU CAN VIEW ALL THE DP, PILLAR, MDF DETAILS TO THAT PARTICULAR EXCHANGE

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AT THE WG DETAILS YOU CAN VIEW ALL THE WORKGROUPS FOR ALL THE SERVICE TYPE TO THAT PARTICULAR EXCHANGE DOUBLE CLICK ON EXCHANGE CODE (EX: MDUTKM) HERE YOU CAN VIEW THE NE DETAILS TO THAT PARTICULAR EXCHANGE B) ADD NEW DP,PILLAR,MDF CLICK ON INVENTORY SCREEN CLICK LOCATION/SITES ENTER NEW DP CODE or PILLAR or MDF CODE IN NAME ENTER DESCRIPTION TAKE TYPE FROM LOV  DP or PILLAR or MDF TAKE AREA CODE FROM LOV WHERE YOU NEED TO ADD DP or PILLAR SAVE THE CHANGES Note:Please provide proper Naming Conversion. You can Naming Conversion details at page no. 3. c) DEG DP,PILLAR,MDF CLICK ON INVENTORY SCREEN CLICK COMPONENTS CLICK FRAMES TAKE EXCH AREA FROM LOV TO WHICH DP or PILLAR or MDF YOU WANT TO DESIGN TAKE TYPE FROM LOV  DP or PILLAR or MDF CLICK INDEX SET THE STATUS SAVE THE CHANGES *ENTER THE NAME, POSITION AND PRODUCT (LOV) AT FRAME UNITS SAVE THE CHANGES CLICK TOOL PALETTE AT FRAME CONTAINERS CLICK MANAGE SERVICE TYPE DETAILS PROVIDE SERVICE TYPE IN NAME FROM LOV, ENTER PRIORITY SAVE & CLOSE SCREEN (SERVICE TYPE SCREEN) CLICK BULK UPDATE SERVICE TYPE IN TOOL PALETTE PROVIDE FRAME UNITS, START FRAME POSITION, END FRAME POSITION, SERVICE TYPE, PRIORITY CLICK UPDATE BUTTON & CLOSE SCREEN (BULK UPDATE SCREEN)

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Note: * NAME: DP – Same as Exch Area PILLAR – A1, B1 MDF – 00-02-01 IX) GENERATE NUMBERS CLICK ON INVENTORY SCREEN CLICK NUMBERS CLICK VOICE NUMBERS CLICK CREATE ENTER START NUMBER & END NUMBER PROVIDE NUMBER TYPE FROM LOV PROVIDE SWITCH CODE FROM LOV PROVIDE STD CODE FROM LOV CLICK GENERATE NUMBER RANGE BUTTON TO MAKE THAT NUMBER RANGE TO AVAILABLE STATUS, CLICK SET AVAILABLE BUTTON X) NUMBER MANAGEMENT SEARCH (Searching the status of numbers in particular Switch code) CLICK ON INVENTORY SCREEN CLICK NUMBERS CLICK VOICE NUMBERS CLICK MANAGE PROVIDE STATUS FROM LOV PROVIDE SWITCH CODE FROM LOV CLICK SEARCH BUTTON Note: In Number Management Search you can able to search by giving any inputs to that switch code. XI) CHANGING WORKGROUP COPY WORKGROUP TO WHOM YOU WANT TO ASSIGN PASTE THAT WORKGROUP AT YOUR WORKGROUP ENTER THE COMMENTS AT TEXT FIELD SAVE THE CHANGES

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XII) ADD NEW EMPLOYEE CLICK S CLICK EMPLOYEES ENTER ID, NAME, ID PROVIDE EMPLOYEE DESIGNATION FROM LOV PROVIDE WORKGROUP FROM LOV PROVIDE WORKGROUP CLASS FROM LOV ENTER SEQUENCE NO. SAVE THE CHANGES NOTE DOWN THE CLOSE ALL THE SCREENS CLICK APPLICATION SCREEN CLICK ACCESS RIGHTS CLICK CHANGE ENTER ID, AND DATABASE CLICK BUTTON ENTER OLD , NEW CLICK OK BUTTON XIII) MSO (MAJOR SERVICE OUTAGE) CLICK BSNL CUSTOM MENU CLICK MSO DETAILS ENTER OPEN REMARKS PROVIDE MSO EXCH, COMPONENT TYPE, LOCATION, COMP INDEX SELECT CT BOX’S SAVE THE CHANGES CLICK MSO IMPACT STATUS TAB CLICK GET IMPACT HERE YOU CAN VIEW THE TELEPHONE NUMBERS COMES UNDER THAT COMPONENT

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After resolving the MSO problem: CLICK BSNL CUSTOM MENU CLICK MSO DETAILS QUERY THE MSO WITH MSO ID ENTER CLOSE REMARKS CHANGE MSO STATUS TO CLOSED SAVE THE CHANGES

TO LOG ON TO MOCK TRA SERVER - 23 -

TO Start :

Click on Billing Screen TAB. Click on Billing Screen List --link Select Billing number from the list appeared or Click on query and enter billing number Click on Billing number on Yellow bar.

Adjustments Four types of Adjustments can be made against invoices: * Billing Adjustments * Debit Adjustments

* Technical Adjustments * Deposit Adjustments

Billing Adjustments      

Click Billing s screen. The Billing s Home View appears. Click Billing s List link. The Billing s List View appears. Select a record. Click Billing Number. The Billing s Detail View appears. Click Adjustments view tab. The Billing s – Adjustments View appears. Enter the Invoice number, Service ID, Requested Amount and select Reason and Type for which Billing Adjustment need to raised, Click on Submit button. After Successful Submission, Status will change to Submitted and it will be Assigned to concerned AOTR.

It can be reconciled from “Assigned To” field, to which AOTR the corresponding request is assigned       

On home page Alerts; AOTR can see all the alerts pending for his pproval. Drill down on the Alerts number, will take you to Billing Screen AOTR can Approve/Reject/Dispute/Reassign based on the request. Enter the value for Approved Amount and Click on button Approve. Approval Date is auto-populated. The Status field is updated with the value Approved. Click Reject. Enter the Rejected Comments in the Approved/Rejected Comments field. The Status field is updated with the value Rejected. Click Reassign. List of AOTRs will be shown so that the request can be reassigned to the concerned AOTR. Click Dispute. Enter the Dispute comments and amount. The Status filed is updated with the value Disputed.

Technical Adjustments 

Rebate will be given to the customer, if BSNL service is down for more than Prescribed number of days. - 24 -



   

If Trouble ticket is in “Open” status for more than prescribed period then Technical Adjustment record will be auto created after FTO (Final Testing Officer) closing the Trouble ticket. Technical Adjustment will be “Assigned to DE” for Approval. DE selects the Trouble Ticket Screen and Navigate to Adjustments. DE has to Approve the Adjustment by providing number of Proposed days for which Adjustment need to be given. On click of “Approve” Button by DE , the Technical Adjustment status will be “Assigned to AOTR”. AOTR has to provide number of Adjustment days and On click of “Approve” Button, status will change to “Approved”

Debit Adjustments      

Debit Adjustments is used to raise a request if there are discrepancies related to Customer Billing s. Debit Adjustment amount is the amount that has to be given by Customer to BSNL. In order to raise a new Debit Adjustment, goto Debit adjustments screen and click on New button. Enter the Service ID, Requested Amount and Select Service Debit Type. Click on Submit Button. It will be assigned to Concerned AOTR. AOTR can Approve or Reject the request. AOTR enters the Approval Amount and will click on “Approve” button.

Deposit Adjustments  

       

The Billing s – Offline Deposits View provides an option to the customer to capture the request for Offline deposit entries. Offline deposits are required to mitigate the Migration related issues. In other words, If any deposits are missed while migrating data from Dotsoft to CDR then Deposit Adjustment can be raised by concerned AOTR. AOTR who is attached to Service number range can only raise the request for offline deposits. AOTR can raise the request if the billing status is Active or Settlement Deposit adjustments can be seen under adjustments tab in Billing s screen. To raise a new Deposit Adjustments, goto Deposit Adjustments and Click on New button. Enter the Service Id, Requested Amount and select Deposit type and Action code as per requirement. Click on Submit button. Status will change from Pending to Submitted after Successful submission. Approve and Reject buttons will be enabled. AOTR will enter Approved Amount and click on “Approve” in case of Approval .AOTR need to enter the comments and click on “Reject” in case of Rejection .

To VIEW PAYMENTS - 25 -

  

Payments View will be in Query Mode In this View can View the payments made in PMS for a particular Billing In Services view can View all the services Present for a Particular billing

Refund request The refund request is initiated from CRM and sent to billing after AOTR (number range based) approval. The refund is the process of returning customer deposits or payments. The different types refunds handled in the CDR system are          

settlement Refund BB Deposit (Plan/Modem) Refund BB Order Cancellation Refund Facility Disconnection Refund Order Cancellation Refund Override Deposit Refund BB Plan Deposit Refund BB Modem Deposit Refund Excess Payment Refund Service disconnection refund

Refund Request Types refund will be automatically raised for    

Settlement Refund BB Order Cancellation Refund Order Cancellation Refund Override Deposit Refund

Settlement Refund is in turn of 2 types  

Write Off Refund Request

Write Off In this customer has to pay to BSNL i.e. It goes to AOPURSUIT for Approval. Refund Request In this BSNL refunds money to the customer. First it goes to AOTR for approval and then to AOCASH for closing the Request. Types of Refund Request:  

Upfront Next Bill

Upfront: - 26 -

CSR changes the request type as upfront. Then it goes to AOTR and the status changes to Submitted. After approval from AOTR it goes to AOCASH for final approval. Next Bill: In this the amount is adjusted in next bill. Initially this request is pending with AOTR. After approval from AOTR it is in approved status. The Refund Process can be broadly classified into following steps:  Creating Refund Request.  Select Refund type.  Refund Request creation reasons.  Enter the mandatory values  Saving Refund Request.  Alert goes to AOTR.  AOTR work list.  Open Refund Request.  Approve or Reject Request.  AOCASH work list.  Entering the Cheque Details.  To navigate to the Refund Request creation screen: Go to Home Page Select Billing Screen Select required Billing Select Refund Tab below Click New Button In the Refund request screen enter the Refund type, Refund reason code, Service Id and Request Amount.  Two Refund Request types are available. Selecting Refund type as “Upfront”, it will go to AOTR and then to AOCASH and Activity will be created for AOCASH. If we select “Next Bill”, it will go to AOTR and refund amount will be deducted in next bill.  Select a Refund Reason Code, as they are of many types as shown in Screen shot. Hear disconnection refund is selected.  Enter the mandatory values .Click on Submit button.  Once Clicking on the submit button, The request will assign to concerned AOTR.  AOTR need to be approve or reject the request.  Once logging with AOTR Credentials, the Refund request can be seen in AOTR’s Homepage with Alert Number, Service Id, Message body, Priority and Keyword.  By clicking on My Alerts AOTR can see the Alerts in different Screen.  Drill down on the particular alert number and AOTR navigates Billing →Refund View  For Approving the Request, enter corresponding amount in the field ‘APPROVED AMOUNT' and enter the comments.      

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Note: The refund request will gets assigned to AOCASH in case refund type is UPFRONT. And Activity will be created for AOCASH. 

If the activity is pending with AOCASH, with AOCASH

Credentials and the Refund request can be seen in AOCASH’s Home Page in My Activities Drill down on the particular Activity Number and enter the Bank name, Cheque Number, Cheque Date and click on Close Refund Button. Reasons for Refund settlement Refund CRM would generate list of billing s, for which all services disconnected BB Deposit (Plan/Modem) Refund can raise this type of refund when BB Modem /Plan security deposit is to be given back. BB Order Cancellation Refund This refund will be automatically raised when BB Provision order has been cancelled for which payment has been done Facility Disconnection Refund can raise this type of refund when facility like ISD is disconnected Order Cancellation Refund  This refund will be automatically raised when landline order has been cancelled for which payment has been done  can also raise this type of refund when landline order is cancelled and automatically created refund is rejected Override Deposit Refund  This refund will be automatically raised when demand note amount is overridden by AOTR in case of modify order  Amount and refund type are pre populated. Service disconnection refund  can raise this type of refund when one of the service under the billing is disconnected BB Plan Deposit Refund  can raise this type of refund when there change in plan. BB Modem Deposit Refund  can raise this type of refund when BB Modem security deposit is to be given back. Excess Payment Refund - 28 -





The excess payment refund is raised when the customer makes an excess payment against the billing and wants that payment to be refunded immediately. This is the only refund type which can be raised even if the settlement process has been initiated. In this case, after the approval of Excess Payment Refund, the billing status will become active again.

Service disconnection refund  can raise this type of refund when one of the service under the billing is disconnected UNBARRING There are two possibilities for unbarring the service: 

OG Bar due to misuse: If customer shows proper evidences. CSR creates unbar record and AOTR approves so that unbar of the service is done.



OG Bar due to Non payment: If customer has paid amount in PMS then automatically his service will be restored. But in case of application down or failure ,CSR or AOTR need to raise unbar request manually, and AOTR will approve the same to restore the customer connection.



In order to raise an Unbarring Request, goto Unbarring view tab in Billing screen and click on New button. Select Service ID from Pick Applet, Enter Comments and Click on Submit Button. After Successful Submission status will change from Pending to Submitted and it will be assigned to Concerned AOTR. AOTR can Approve or Reject the request. AOTR enters the Approval Amount and will click on “Approve” button. AOTR enters the Comments on click of “Reject” button

    

Payment Transfer           

Payment Transfer can only be done from one Billing to other Billing under the same Customer . If one Billing having excess amount then based on customer request the excess amount can be transfer to other billing . CSR and AOTR can raise the request. No approval is required for payment transfer. Select the Billing from which Payment has to be Transferred Go to Payment Transfer tab Click on New Button Transfer From field will be Auto Populated Enter the amount that has to be transferred Select the Billing to which Payment transfer has to be done in Transfer To field Click on Submit button After Successful submission Status will change from Pending to Submitted. - 29 -

Deposits Deposits View displays the deposit details against the billing with respect to the order details. It will be loaded frequently through batch processes. Deposit Transfer Deposit Transfer View will be in Query mode Deposit Transfer can be done for two reasons : Billing Change, Shift In case of Shift scenario (Rural to Urban or vice versa), when a new Billing is created, the Deposit details associated with the old Billing is sent to the Billing system in a batch process and the data sent to the Billing system is displayed in the CRM system through Deposit Transfer view. Refinance Click on Billing Screen TAB. Click on Billing Screen List --link Select Billing number from the list appeared or Click on query and enter billing number Click on Billing number on Yellow bar. Click on Refinance Click New. A blank record is created and is highlighted in yellow. Note: Request #, Date (System Date and Time) is auto-populated. The Status field has the value Pending. All the three fields are non-editable. PMS Amount and Installments Number are editable fields with default value as 0 (zero). Select the Invoice #. The Invoices associated with the corresponding Billing appears. After selecting the Invoice #, the Request Amount field is updated with the amount against the selected Invoice. Select the Service Id (Ph#). The Service Id (Ph#) associated with the corresponding Customer appears. Enter the value for PMS Amount and the corresponding PMS Receipt Number. Enter the number of installments, as per the customer request in the Installments Number field. Click Ctrl + S. The record is saved. Enter the installment amounts in the Request Amount field. Promise to PAY( EXTEND PAY BY DATE) Note : Promise to Pay cannot be given for PT and VPT services - 30 -

Promise to Pay view tab in Billing screen and click on New button. Select Service ID from Pick Applet, Enter Comments and Click on Submit Button. After successful Submission status will change from Pending to Submitted Status . It will be assigned to Concerned AOTR. AOTR can Approve or Reject the request. Write Off 



  

After service Permanent disconnection + 30 days, if the subscriber fails to pay the outstanding amount, a write off record is created from billing for the respective outstanding amount. Write off is created as an activity for AO Pursuit. It is up to AO Pursuit to decide to write off the amount after necessary actions or he can reassign to another AO Pursuit. AO Pursuit will navigate to the billing s write off view and AO Pursuit would put some comments and click on ‘Write Off’ button. This would initiate real time call with Billing. Once the call is success in billing the billing status is made inactive and settlement date is updated. Once the write off button is clicked, the amount will be sent to ing system by Billing system as ‘Bad Debt’. Outstanding Invoice Adjustment

    



   



 

Click Billing s screen. The Billing s Home View appears. Click Billing s List link. The Billing s List View appears. Select a record. Click Billing Number. The Billing s Detail View appears. Click Outstanding Invoice Adjustments view tab. The Billing s – Adjustments View appears Prerequisites to proceed: Billing for which the Invoice Adjustment request is being raised should exist in the system. The CSR/AOTR can directly raise the request for Invoice Adjustments. Click New. A blank record is created and is highlighted in yellow. Request Number and Date (system date on which the adjustment was created) are autopopulated and are non-editable. The Status field value is Pending. Click on the Pick Applet in Invoice field Select Year of the Invoice on which Adjustment has to be made Click on Go button List of the Invoices of that corresponding year will be displayed. Select required Invoice and Click OK Click Submit button. An alert is sent to the corresponding SSA AOTR based on the phone number range in the SSA. Note: The AOTR can Approve or Reject the requested Billing Adjustments. With Submit, Approve or Reject operation the Billing system is also updated with the corresponding changes. Click Approve button. Approval Date is auto-populated. Enter the value for Approved Amount. The Status field is updated to Approved. - 31 -

Non Payment Disconnection Request  

For VIP customers the NP disconnection request will come for AOTR approval, once AOTR approved that request than it will assign to CO. AOTR can approve, resign or reassign the request. VIP Dunning

 







AOTR can see the OGB requests in My OGB Request View and ICB/OGICB requests in My OGICB/ICB Request View. AOTR can Approve or Reject the activity, During approval or rejection the collection initiated status will be changed to OGB/ICB/OGICB approved or OGB/ICB/OGICB Rejected in both billing and in active services for that billing CRM will also send the list of dunning customers to PMS and Collection Initiated Status in billing is updated with “OGB/ICB/OGICB Send . Click Approve located in the upper half of the screen to approve the request. During approval the collection initiated status will be changed to OGB/ICB/OGICB approved in both billing and in active services for that billing and the dunning request will disappear from My Dunning View. Click Reject located in the upper half of the screen to reject the request. During rejection the collection initiated status will be changed to OGB/ICB/OGICB Rejected in both billing and in active services for that billing and the dunning request will disappear from My Dunning View. Collection History Click on Billing s>>billing s list>>billing number Go to view tabs ‘collection history’

To view LOCAL CDRs Navigate to Billing –Local Call CDRs view. Click on query button. Enter the telephone number, Invoice Number from the list and call type as Local, From date ,To date . Click go button to get the details from billing System. To View Broadband billed usage.     

Navigate to the Billing – billed Broadband usage View. Enter the telephone number and invoice no from the list . Click on Go button to Get Details from Billing System. Details will be displayed in below format. Under IPDR Details : Transaction Date of IPDR with date and time, Total Down Load In KB, Total Up load in KB, Total Units in KB, Total Chargeable Units in KB, Total Down Load In KB - 32 -

To view Broadband Unbilled Usage. Navigates to the Billing – Unbilled Broadband usage view Enter the telephone number from the list Click go button to Get Details from Billing System. Details will be display in below format. Under Summary Details: Total Volume (MB), Total Volume (MB), Total Volume (MB) , Chargeable Units (MB) Excluding Night Unlimited would be displayed Under IPDR Details : Transaction Date of IPDR with date and time, Total Down Load In KB, Total Up load in KB, Total Units in KB, Total Chargeable Units in KB Total Down Load In KB

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PMS Counter Activity 1.1

To Take Payments made at BSNL Counters.............................................................................................

1.2

Reconcile running Payment Batch made at BSNL Counters....................................................................

1.3

To Cancel Payments of the Customers made at BSNL Counters.............................................................

1.4

To Close BSNL Counters..........................................................................................................................

1.5

To generate Daily List at BSNL Counters..................................................................................................

1.6

TR Reconciliation......................................................................................................................................

1.1 To Take Payments made at BSNL CountersTo to PMS application: a. Select Start à Internet Explorer à In the browser, enter http://pms.sdc.bsnl.co.in:7777/ b. using the following Id and :

c.

Id

B+hrmsnumber



B+hrmsnumber

Role

Counter

Click à and wait till the entire application is loaded into the browser.

2. To Take Payment : a. Click on Counter Paymentsà Single Payment tab on left menu bar. b. Single Payment screen will open. Provide the required details in the screen.Either of Number Phone Number and Invoice Number is mandatory. Payment Against

Select among the values: 

CDR



GSM



NIB 3.0



NIB 3.1



ES PANINDIA



ES ZONAL



Demand Note

It is Mandatory.

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c.

Number

It represents the number of the Customer.

Phone Number

It represents the phone number of the Customer.

Invoice Number

It represents the invoice number of the Customer.

Old Number

It represents the source number of the customer.

Demand Note Id

It represents the Demand Note Id of the Customer,In Case of Payment Against as Demand Note.

Click Get Details Button. Details such as Customer Name,Bill Date etc will be automatically populated according to the Values entered.

d. Enter the Amount paid ,Currency Used and select Payment Mode: Currency Used Payment Mode

Select the currency in which the payments are being made by the Customer. Select the Payment Mode in which payment is being made by the Customer. It consists of following options in case of INR currency:  Cash  Credit Card  Debit Card  Cheque  Demand Draft  EFT And it consists of the following options in case of other currencies:  Cheque  Demand Draft  EFT

Instrument Number

It represents the cheque/DD number of the Customer.

Instrument Date

It represents the date of instrument number of the Customer.

MICR Code

It represents the MICR number of instrument of the Customer.

Bank Name

It represent the bank Name of Instrument of the Customer.

Note: By Default the amount paid value will be same as Amount Due, Currency Name will be INR and Payment Mode will be CASH.In Payment Mode Drop Down only those values will be visible which have been configured for Currency Type Selected. e. Click Make Payment Button. Receipt for this payment will appear as a pop up window.

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Reconcile running Payment Batch made at BSNL Counters 1. to PMS application: 2. To Reconcile the Running Batch: a.

Click on Batch Reconciliation tab on left menu bar.

b. Batch Reconciliation screen will open. No. of the payments for each Currency with total amount is displayed. c.

Click on Post Batch Button to post the present running Batch.

d. A pop up window with success message for batch posting will appear.

To Cancel Payments of the Customers made at BSNL Counters. 1. to PMS application: 2. To Cancel Payments: a. Take Some Payments as Explained in Study 1.1 above. b. Click now on Payment Cancellation à Cancellation tab on left menu bar. c.

Enter the Following Fields: Number

Number of Case Study 1

Receipt Number

Receipt Number of Case Study 1

Note:One among the Number and Receipt Number is mandatory field. d. Click GetDetails button.Details of that Payment is Displayed. e. Select the payment which is to be cancelled. Select the reason for cancellation. f.

Click on Submit Button. A pop up window with success message for Payment Cancellation will appear.

g.

Now again reconcile the running batch as Explained in Study 1.2 above and try cancelling payments again.

Note:Once the Running Batch is Reconciled the payments cannot be cancelled.It need to be reversed.

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To Close BSNL Counters 1.

to PMS application:

1. To Close the Counter: a. Take Some Payments as Explained in Study 1.1 above. b. Reconcile last running Batch as Explained in Study 1.2 above. c.

Click on Counter Close tab on left menu bar.

d. Click Close Cash button. e. Enter the denominations for the total Cash amount and Click Close Cash button. f.

A pop up window with success message for Cash Close will appear.

g. Click Close Instrument button. Select the Currency and Click Close Instruments button. Note:Only those Currency will be displayed with which payment is taken. h. . A pop up window with success message for Instrument Close will appear. i.

Once cash and instruments are closed successfully a pop up message with success message for Cash Close will appear.

To generate Daily List at BSNL Counters 1. to PMS application: 2. To generate Daily List at BSNL Counters: a. Take Some Payments as Explained in Study 1.1 above b. Close the Counter as Explained in Study 1.4 above. c.

Click on Generate Daily List tab on left menu bar.

d. Enter the date for which Daily List need to be generated. Note:By Default the Date will be Present Date. e. Enter the denominations for the total Cash amount and Click Close Cash button. f.

Click Submit Button. Daily List will be generated for that payment Date.

TR Reconciliation 1. to PMS application: 2. To Reconcile the Collections: a.

Close some counters as explained in Study 1.4 above.

b. Click on TR Reconciliation tab on left menu bar. c. TR Reconciliation screen will open.List of Collection Office Codes and Id’s will be displayed. d. Select the counters needed to be reconciled. e. Click Reconcile Button. f.

A pop up window with success message of reconciliation will appear.

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