1. How to download the HSN/SAC Master to create an upload template?
a. You can use the EXPORT option under Action user operations to export the entire master of HSN/SAC Master
b. You can also use the Web Report to download the data
2. I have pending Purchase / Sales orders which need to be updated as per the new item/margin pricing, what to do with such orders?
The Pending Orders need to be canceled and re-uploaded as per the new terms / margins. In order to do the changes in system you need to follow the below steps:
a. Update the Vendor / Customer / HSN/SAC Maser masters as applicable
b. Cancel the pending Order which needs to be revised
c. Take the dump of all such canceled Purchase orders from the web reports and update the margin/rate
d. Re-upload the same into Ginesys via Bulk Excel Import Utility.
e. It is recommended to capture the Original Order No as reference for future purpose.
Ref Modules:
Procurement - Operations - Order - Cancel Purchase Order
Sales & Distributor - Operations - Order - Cancel Order
Admin - Utilities - Manage - Data Import [PO Creation]
Admin - Utilities - Manage - Data Import [Sales/Transfer Order]
Admin - Utilities - Manage - Data Import [Sales/Transfer Order Cancel]
Note: If there is no change in margin then there is no need to create a fresh order. One needs to reselect the Terms Manually in Sales Invoice.
3. I have updated my Item Master Price (RSP/WSP). How to update the pending Sales orders which are not yet dispatched?
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Inventory - Product Definition - Item {Action - Manage}
4. How to book invoices which will be received in the month of Jan 22 but invoiced by Vendor / Supplier in the month of Dec 2021?
You need to book those purchase invoice in backdate i.e., within 31-December-2021 itself.
5. I have pending Packets / Delivery Challan against B2B Customers which are not yet invoiced. What to do with such documents?
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d. In case the same customer site has multiple challans then use the remarks as reference to old Delivery Challan to break the delivery challans into multiple records.
Note:
It is important to cancel the existing challans before creating new ones. If the old DC is created against Order then first follow steps of Point No 2 and then use the Order reference to upload the DC again. User can create DC Adhoc also in that case New Order creation /reference is not required
Ref Module:
Admin - Utilities - Manage - Data Import [DC Adhoc]
Admin - Utilities - Manage - Data Import [DC Against Order]
6. Goods in Transit as on 31.12.21 in case of To / Fro in case of COCO stores and to be received at Franchise Stores. What will be the tax rate populated during receipt?
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In this case the tax rate will be applied as per the transaction date of Sales Return. Thus if someone wants to apply the old tax rate they need to make a Sales Return transaction as before 1st Jan 22.
8. Goods from suppliers which are invoiced in December, 2021 are received in January, 2022. What will be the process to book the same?
You need to book the purchase invoice within 31-December-2021 itself for the same.
9. What will be the tax rate picked up by the system on returning goods in the following modules: Purchase Return, Sales Return, POS Return which are made against reference to old documents created before 31-Dec-21 ?
System behavior is designed to pick up the latest rate as present on the return date. Rest, we shall be updating the system as per further clarification by the Government on this aspect.
Note :
In case of Vendor / Customer (B2B) / Franchisee the differential value can be adjusted using financial debit/credit notes as deemed fit.
10. What will be the tax rate picked up by the system in purchase/sale debit/credit notes which are created against the invoices generated before 1st Jan 22?
The default behaviour of the system is to populate the default rate of the base selected document. However the system allows users to modify the GST rates in the transaction as per the latest rate as well.
11. How should I budget for the difference of GST with increasing the MRP of my items?
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