Page Comparison

1. Roles - Application operations assigned for GRC module.
   
2. User Profile -  User need to select the settings related to GRC in Admin > Security > User Profile > Procurement Tab. New setting options related to GRC are given below:
   1. Allow selection of items from Order mode in Receipts
   2. Allow Adhoc item selection in Receipts
   3. Allow Set item selection in Receipts
   4. Display Purchase rate and value for Receipts
   5. Allow item price population from GRC
3. User - Role, Profile Policy and Sites to be assigned for GRC
   
4. Document Numbering Scheme - Scheme needs to be created and tagged with GRC module in Web.
   
5. Organization Sites - Document numbering schemes tagged with GRC module need to be allowed.
   
6. Inventory Month - Respective Inventory Months for entry date should remain Open.
   
7. For 'On the Fly' item creation; Allow creation of new item / barcode from transaction entry in Inventory tab has to be enabled in User Profile.

1. GST/Tax Rate - Applicable tax rates for the period to be defined.
   
2. Item Group and Articles - Product hierarchy for the receiving received items should be defined. Articles, if separately maintained, must be created for respective items.
3. Item - It is advisable that items received should be created with respective Tax information before transaction entry.
4. Stock Point - Location where the goods are to be stored need to be defined as Stock Points.
5. GST/Tax Rate - Applicable tax rates for the period to be defined.

1. Vendor - Vendors, from whom the goods are purchased, must be defined with respective Terms and settings in Procurement tab. Ensure that applicable Trade Group and Purchase Order Booking Currency are selected for respective vendors.
   
2. Charge - Charges applicable on the purchase made must be defined.
   
3. Terms - Term applicable for the respective vendor must be defined.
   
4. Assign Organization Site  [Optional] - Only when the vendor is specific for any site, then assignment is required. If Trade Group/Terms etc differs for sites, then those need to be assigned here.
   
5. Price Chart Chart  [Optional] - will be required only if made applicable for the vendor, and should be defined with respective items purchased.
   
6. Margin Rule Rule  [Optional] - will be required only if user profile requires such setup.
   
7. Margin Rule Allocation Allocation  [Optional] - will be required only if Site wise - Vendor Wise - Article wise Margin is to be maintained.

Here GRC is created for only order items. 

1. Click on the Select Order Item.
2. Order Mode window will open.
3. Select how the items will be populated - Select an order and populate all the pending item or Select an item and populate all pending orders.
   1. Select an order and populate all the pending item:
      1. Purchase Order, which have pending items, will be listed depending on the selected Vendor.
      2. You will get all the Purchase Order including expired Purchase Order with pending items depending upon the setting, named Purchase Order/Item if exceeds validity period. However, non-expired PO's can readily be accessed.

         Anchor
         User Profile Selection for GRC against Order User Profile Selection for GRC against Order

          

         Note
         title Important information regarding item selection from Expired PO
         Note 1: You will get three options for Purchase Order/Item if exceeds validity period in Admin - Security - User Profile - Procurement tab - Warn, Ignore and Stop. If you select Warn, you will get an alert message at the time of expired Purchase Order selection -  Validity of the Selected Order has expired on <one day after date of expiry>. Do you want to proceed?  If you select Ignore, you can select expired Purchase Order without any alert message. If you select Stop, you cannot select expired Purchase Order in any circumstances.  Note 2: Invalid Item(s) window will open the items present in expired PO. You need to select the item(s) to populate.

         
         

      3. If you want to proceed with expired Purchase Order, then click on the Yes in the warning message box.
      4. Select any one order from the drop down list.

      5. Click on the Show Item button.

      6. You can further narrow down or filter the search by selecting items from the already searched items of the selected Purchase Order.

      7. You will get the searched items according to the provided searched criteria.

         Tip
         Note: This search allows users to filter and populate from huge number of items easily in the GRC .

         
         

         Warning
         After opting for Select an order and populate all the pending item,if you put an item barcode in the Scan Barcode field, you will get a warning message - "Please select an order to display items."

         
         

      8. All the pending items will be populated with Order No., Valid Upto, Tolerance, Pending Qty., Receive Qty. etc. 
         
         
   2. Select an item and populate all pending orders: 
      1. Scan the item barcode from the Item Barcode field.
      2. Scanned item will be populated with Order No., Valid Upto, Tolerance, Pending Qty., Receive Qty. etc. 
      3. Select the pending items from the list.
      4. Depending upon the value of the setting, named Purchase Order/Item if exceeds validity period, user will be able or unable to select items from expired PO. However, non-expired PO's can readily be accessed.
         
         
4. Click on Populate button to populate the selected Item(s) in GRC in the Order Mode window.
5. If you click on Receive all Pending Qty. button, all the pending item's status will be received at a time.
6. Selected Items will be populated in the Item Details section of the main page. 
7. Sets: You can add items Set wise only in GRC Against Order. 
   1. Click on the Select Set. 
   2. Select Set window will open.
   3. Select the Set Order No. (Item set can only be selected against order).
   4. Select the Set present in the selected Set Order No. You can select multiple Set in one GRC.
   5. Set will be populated in the Item Set section with Set Code, Item Count Pending Item Qty., Pending Item Set, Receive Qty and Receive Set.
   6. If you click on the Receive all Pending Sets, then all the pending sets will be received at a time.
   7. Click on the Populate button to populate the item set in the Item Details section. 

User can receive one or multiple items against a specific order, where items belong to the same article but are different from the item(s) ordered.

1. Click on the Alternate Order Item.
2. Alternate Mode window will open.
3. Order Item Details:
   1. Select the Purchase Order from the drop down list.
   2. Select the item(s) present in the PO from the drop down list. 
   3. Item Name, Article, Pending Qty., Rate will be populated.
4. Matching Receive Item:
   1. Select the receive item through Select Item, Scan Item, Create Item etc. 
   2. The items will be populated in the grid.
   3. Total number of items and total amount of items will be calculated and populated.
   4. Click on the Populate button.
   5. The selected items will be populated in the Item Details section.

Note: Item Level Remark will be populated from Purchase Order for order item. It can be entered manually for Adhoc items and ordered items also if the remark is not present in the Purchase Order. Manually entered Item Remark will not include in Purchase Order.

Note: If you want to calculate the charge of Adhoc items, you need to select Term Name in the General section. Otherwise you will get a message - "Term selection is required to calculate charges of items without Order. Please select Term to calculate charges."

It is not mandatory to select a Term for items of Purchase Order. The charge will be calculated as per the Term selected in the Purchase Order.

If you save the GRC without charge calculation, you will get an alert message - "Charge is not calculated yet. On saving this entry, Charge will be automatically calculated based on selected Term. Please confirm to proceed."

If the Margin Rule is violated for the selected items, the Invalid Margin Rule Items window will open at the time of saving the GRC. You will get a Red Marked Rate or WSP or RSP amount for which the rule is violated. You need to change the Value of the Red Marked amount as per the rule mentioned in the Rule Name column. Click on the Populate Corrected Value button. The new value will be populated.

You will get a Proposed Value by the system if the profit amount is Greater Than Zero (>0) for the present given Rate or WSP or RSP. Otherwise the Proposed value will be Zero(0). If you want to proceed with the Proposed Value, you can directly accept it by clicking on the Fill with Proposal Rate/RSP/WSP button. 

You can ignore the Margin Rule Violation by clicking on the Ignore and Save button, it will be enabled only if proper setting in the user profile is selected.

neither Released

Note: If you select multiple GRC, you will get the Edit option disabled. You cannot edit multiple GRC at a time.

not Released.

not Released.

Note:

• GRC for Organization Sites are auto-released. In case a user tries to Release a GRC for Organization site, the following message is seen - 

            Receipt No. <GRC No.> : Release operation is not applicable to <Name of Organization Site> 

• GRC for Managed Sites have to be released.

not Released.

Note:

• GRC for Organization Sites are auto-reverted. In case a user tries to Revert a GRC for Organization site, the following message is seen - 

            Receipt No. <GRC No.> : Revert operation is not applicable to <Name of Organization Site> 

• GRC for Managed Sites have to be reverted.