| | | |
|---|
| 1 |
|
| Procurement module has been fully migrated to Ginesys WebThe Procurement module had already been partially migrated to Ginesys Web, now the migration is complete with the all forms being available in the web. Some of the important enhancements in each form has been mentioned below: Purchase Order Path: Procurement - Operations - Orders - Purchase Order Set wise purchase order option has been added. Item creation using 'Item combination' functionality has been added. Item selection via 'Select Article' option is not provided Tax Region validation on Vendor selection is removed as it is not required post implementation of GST. Option to perform actions like Authorize, Unauthorize, Delete and Print for multiple entries can now be done from module list page itself.
Cancel Purchase Order Path: Procurement - Operations - Orders - Cancel Purchase Order Set wise order cancellation provision has been added. Sets can be selected through Select Set window. In Select Set window, user has to select the Set Applicable Purchase Order, thereby Sets can be selected both by scanning of Set Barcodes or by selecting it from the list of Sets available in the drop down. Assumption: Purchase Order can be cancelled either Item-wise or Set-wise. Note: Mix mode is not allowed.
Purchase Debit/Credit Note Path: Procurement - Operations - Purchase / Assets Invoicing - Purchase Debit Note
Path: Procurement - Operations - Purchase / Assets Invoicing - Purchase Credit Note
Service Order Path: Procurement - Operations - Service / Expenses - Service Order If selected currency is other than Base currency, then Amount Type selection is restricted. Service Details section has been introduced separately. Site Schedule option has been introduced separately. Charges applied can be automatically calculated on saving the form. There is an option to authorize the order at the time of saving the document.
Cancel Service Order Path: Procurement - Operations - Service / Expenses - Cancel Service Order Only user experience changes has been done, no major functional enhancements.
Service Invoice Path: Procurement - Operations - Service / Expenses - Service Invoice Auto Charge Calculation is introduced. If the user do not calculate the charge manually, the charge will be calculated automatically on saving. Charge Addition or deletion is not allowed. Modification of charge formula is not only change in Factor, change is now also allowed for Sign and Ledger of populated charges. Charge Summary Block to display the details of applied charges - a hyperlink on charge names displaying the applicable items in a separate window has been introduced. Charge details can be seen from two sections - Hyperlink of the Charge Block, and Service Charge of Service Details. If Owner Site is not tagged with the ledgers then selection is not allowed. TDS Journal if auto created will get Posted, even if the user is not having the permission to Auto release that. Option to perform actions like Release, Revert, Delete and Print for multiple entries can now be done from module's list page itself. Currency is default populated as Base Currency and modification is not allowed.
Service Invoice Against Document Path: Procurement - Operations - Service / Expenses - Service Invoice Against Document Check for currency is applied on pending Service Order selection. Now order of same currency will be displayed. Auto Charge Calculation is introduced. If the user do not calculate the charge manually, the charge will be calculated automatically on saving. Charge Addition or deletion is not allowed. Modification of charge formula is not only change in Factor, change is now also allowed for Sign and Ledger of populated charges. Charge Summary Block to display the details of applied charges - a hyperlink on charge names displaying the applicable items in a separate window has been introduced. Charge details can be seen from two sections - Hyperlink of the Charge Block, and Service Charge of Service Details. Ledger View option is functional only in Edit Mode. TDS Journal auto created will get Posted, even if the user is not having the permission to Auto release that. Option to perform actions like Release, Revert, Delete and Print for multiple entries can now be done from module list page itself.
Service Invoice Liability Workbench Path: Procurement - Operations - Service / Expenses - Service Invoice Against Document Instead of a separate menu, Workbench is provided within Service Invoice Against Document. A new app operation is introduced - Workbench within the Service Invoice Against Document menu.
Service Debit Note Path: Procurement - Operations - Service / Expenses - Service Debit Note Charges applied can be automatically calculated on saving the form. Sites in charge block will be auto populated as per respective services for both Adhoc and Against Document Invoice. Ledger View and Adjust document options have been introduced to adjust document and get a overall ledger view
Vendor Debit/Credit Note Reconciliation Path: Procurement - Operations - Invoicing - Debit/Credit Note Reconciliation Only user experience changes has been done, no major functional enhancements. |
| 2 |
|
| Sales & Distribution module has been fully migrated to Ginesys WebThe S&D module had already been partially migrated to Ginesys Web, now the migration is complete with the all forms being available in the web. Some of the important enhancements in each form has been mentioned below: Sales/Transfer Order Path: Sales and Distribution - Operations - Order - Sales/Transfer Order Sales Order and Transfer Order has been merged into a single menu in the Web Application. If any (or both) of the Sales Order and Transfer Order menu in Desktop Application is assigned to the user role, then Web Sales/Transfer Order menu to get auto assign with that user role. Now Sale Type of the Destination Site/Customer Name determines whether it is a Sales Order or a Transfer Order. Sales Order can be made by selecting either Destination Site or Customer Name and Transfer Order can be made by selecting Destination Site. If Sale Type is Consignment then Trade Group, Term selection is not required. Charge also doesn’t get calculated. Charges applied can be automatically calculated on saving the form. Saving of Charge without Ledger is also allowed as financial posting is not done in Sales Order. Date validation w.r.t. Inventory and Finance month closure is removed. Item population through Select Article (F3) is no longer supported. Option to perform actions like Authorize, Unauthorize, Hold, Unhold, Delete and Print for multiple entries can now be done from module list page itself. If the same Document Numbering Scheme is used in both Sales Order and Transfer Order menu and If the Number generation dependency is Menu-wise, then update to be restricted.
Order Distribution Path: Sales and Distribution - Operations - Order - Sales/Transfer Order Instead of a separate menu, Order Distribution is now available as action within Sales/Transfer Order. A new app operation - Distribute is introduced within the Sales/Transfer Order menu which is to be assigned to the user role. Besides distribution of only managed site’s orders, it is now allowed to distribute the orders of unmanaged sites. Order type option from Sales Order/Transfer Order has been changed to Consignment Order/Outright Order Price list and Term for distributed orders will be populated as per hierarchy logic. Entry Date for Cancel Order and Sales Order will be System Date. Earlier it was on connected Date/Work date.
Cancel Order Path: Sales and Distribution - Operations - Order - Cancel Order Only user experience changes has been done, no major functional enhancements.
Sales Debit/Credit Note Path: Sales and Distribution - Operations - Invoicing - Sales Debit Note
Path: Sales and Distribution - Operations - Invoicing - Sales Credit Note Only user experience changes has been done, no major functional enhancements.
Sale of Service Path: Sales and Distribution - Operations - Invoicing - Sale of Service Only user experience changes has been done, no major functional enhancements. |
| 3 |
|
| Inventory module has been fully migrated to Ginesys Web from Ginesys DesktopThe Inventory module had already been partially migrated to Ginesys Web, now the migration is complete with the following forms being available in the web: Incoming LR
Ginesys Web – Inventory – Logistic – Incoming – LR The option for Online LR Barcode Printing along with the checkbox has been removed. It has been provided as an App Operation named ‘Print Barcode’. One-time assignment of User Role is required after migrating to Web Application. Permit No. is removed as it is not applicable any more. Bale Details window: Option for Quick Populate and Delete is removed. Instead, new provision is given for Add Row and Remove Row. When Type is selected as S&D: Sales Return/Transfer In, the field for Org. Owned Site is renamed as Site. Actual Weight and Charge Weight fields will accept values up to 2 decimal places instead of 3 decimal.
|
| 4 | Gate Entry Ginesys Web – Inventory – Logistic – Incoming – Gate Entry |
| 5 | LR Workbench Ginesys Web – Inventory – Logistic – Incoming – LR – LR Workbench Instead of a separate menu, Workbench is now available as an app operation under Incoming LR. Users having the access to Workbench of desktop application will be auto assigned with the Workbench app operation in their Incoming LR menu role. User Role privileges to be functional based on app-operation provided for Incoming LR. Incoming LR can only be viewed through the View LR option. LR modification has been restricted. In Workbench Tab, Status is being changed from Radio buttons to Dropdown box. Site field name has been changed to Org. Owned Site. Fields for Item Division and Remarks have been removed. On changing Tabs, if data exists in the previous tab, confirmation message will be displayed.
|
| 6 | Outgoing LR Ginesys Web – Inventory – Logistic – Outgoing – LR The option for online LR Barcode Printing along with the checkbox has been removed. It has been introduced as an App Operation named Print Barcode. One time assignment to the user role is required after migrating to Web application. ‘Permit Information’ portion has been removed from Web application as it is not applicable any more.
|
| 7 | Delivery Date Reconciliation Ginesys Web – Inventory – Logistics – Outgoing – LR – Reconciliation |
| 8 | GST Additional CESS Ginesys Web – Inventory – Product Definition – Tax Definition – GST Additional CESS Only user experience changes has been done, no major functional enhancements. |
| 9 | Requisition Entry Ginesys Web – Inventory – Operations – Requisitions – Requisition Entry Only user experience changes has been done, no major functional enhancements. |
| 10 | Item Sets Ginesys Web – Inventory – Product Definition – Setup – Item Sets |
| 11 |
|
| Recalculate COGS has been migrated to Ginesys Web application with some new featuresGinesys Web – Admin – Organization – Periods – Inventory Months - Recalculate COGS Recalculate COGS has been moved from Admin-Application Tools to Admin-Inventory Months. New App Operation is provided - Recalculate COGS within the Inventory Months menu. User having access to Recalculate COGS menu in Ginesys Desktop in previous version will be auto assigned with this app operation in Ginesys Web after this update. In Inventory Month menu, toggling option is provided to select operation between ‘Manage Months’ and ‘Recalculate COGS’. Toggle button will be set as Manage Months, and user will not be able to change the selection. Toggle button will be set as Recalculate COGS, and user will not be able to change the selection. If user has only Open/Close operational right, If user has only Recalculate COGS operational right, If user has all the rights, user will be able to switch between selection, by default Manage Months will remain selected.
Recalculate COGS can be used by only one user at a time.
|
| 12 |
|
| Retail Management module has been fully migrated to Ginesys Web from Ginesys DesktopModule: Ginesys Web - Retail Management Enhancement Summary: The Retail Management module had already been partially migrated to Ginesys Web, now the migration is complete with the following forms being available in the web: Assortment Definition Assortment Allocation Calculate Incentive Manual Item Allocation
Salesman Incentive Ginesys Web – Retail Management – Incentive – Manage – Assortment Definition Ginesys Web – Retail Management – Incentive – Manage – Assortment Allocation Ginesys Web – Retail Management – Incentive – Manage – Calculate Incentive Assortment Definition and Calculate Incentive is having UI uplifting and no major functional changes. In Assortment Allocation, concept of Group wise allocation is removed.
Adhoc Item Send Ginesys Web – Retail Management – Setup – Configure – Manual Item Allocation The form Adhoc Item Send - Site has been renamed to Manual Item Allocation. The form Manual Item Allocation is now available under Retail Management instead of Inventory. Unlike the Desktop Application, Destination Sites to be selected on the first page in WEB. Copy Items can be performed for multiple Destination Sites at a time from a single Source Site. This module is not allowed for MS-CO-CM type of connected site anymore. Allowed only for Organization sites. New app operation - ‘Allocate’ is introduced and and available within User Role. Assigning the menu to the user role will allow users in that role to only view the site-wise items. Assigning the Allocate operation privilege to the User Role will allow users in that role to create a new document.
Print Sticker Print Sticker was a separate form in Ginesys Desktop under Admin, but in Web it has been introduced as an app operation for Allocation role. Reason being, it is directly related to Promotion allocation. Stickers can be printed from the list view actions of the Promotion Allocation menu. The Row Multi-select option is no longer required because, system will print stickers for all the items in the grid where Print Quantity is not blank. In case a user wants to skip the printing he/she can either delete the row from the grid or set Print Quantity as 0. A new control file type is added - ‘Promotion Item’ within Ginesys Web - Admin - Utilities - Barcode Print File. If a user has access to the Print Sticker menu in Desktop Application, then he will be auto assigned with Print Sticker app operation within the Promotion Allocation menu in his user role.
|
| 13 |
|
| Production module has been fully migrated to Ginesys Web from Ginesys DesktopModule: Ginesys Web - Production Enhancement Summary: The Production module had already been partially migrated to Ginesys Web, now the migration is complete with the following forms being available in the web: Bill of Materials Ginesys Web – Production – Setup – Bill of Materials New Enhancement: Component population directly from the Cost Sheet is introduced. Duplicate is henceforth to be called as Copy BoM Component. New Enhancement: BoM approval window is introduced. Copy BoM Components for multiple items copy the BoM of same Route. Selection of different Route ID is made restricted.
|
| 14 | Cost Sheet Ginesys Web – Production – Setup - Manage – Cost Sheet New app operation - Approve is added for approval of Cost Sheet. The action is no more menu dependent. Also, approved cost sheets cannot be deleted or modified henceforth. After update, Approve operation needs to be assigned to user roles to allow approval of Cost Sheet. Cost Sheets can be auto approved on Save if Approve app operation is assigned to the user role.
Cost Sheet once approved, cannot be Unapproved. A new tab is provided under Cost Information section to upload/view Images. Manual selection of Process Sequence No. is no more required. It will be auto populated by the system in ascending order. Option to perform actions like Approve, Delete and Print for multiple entries can now be done from module list page itself.
|
| 15 | Master Plan Ginesys Web – Production – Setup - Manage – Master Plan Planning Master to be henceforth called as ‘Master Plan’. Component Summary, Image sections have been introduced separately.
|
| 16 | Working Plan Ginesys Web – Production – Operations - Planning – Working Plan Option for ‘Consider Master BOM in Order’ along with a checkbox has been provided in the Web application. If this checkbox is ticked, then Components would be populated from the applicable BOM. User can Add/Edit Components as per requirement. If this checkbox is ticked, then Components wouldn’t remain blank. User cannot Add/Edit the Components.
During Copy Plan, if the checkbox for ‘Consider Master BOM in Order’ is ticked, then Only Assembly Items with Quantity will be copied from the Source Plan. Operation Details will be populated from applicable Route ID.
|
| 17 | Job Order Ginesys Web – Production – Operations- Process – Job Order Introduction of Authorization of Job Order. Option for authorization of Job Order has been included in User Profile. All existing entries before migration will be considered as authorized. ‘Authorized By’ and ‘Authorized On’ to be updated by ‘Created by’ and ‘ Created on’ respectively. Component Items required can now be issued only when an order gets authorized i.e; in case where component supply type is selected as ‘Pull on Order’, components will be issued at time of authorization and not at time of saving of Job Order. Authorize and Unauthorize action can be done from List page also. One or multiple records can be selected from the list page to perform the desired action. However, for components having ‘Pull on Order’ supply type can be authorized only at document level and not from list view. Component item to get populated directly from BoM where ‘Consider Master BOM in Order’ is ticked in working plan. This has been newly introduced as previously for plan based orders, components always used to populate from working plan. Option for Closure of Job Order has been included in User Profile.
|
| 18 | Cancel Job Order Ginesys Web – Production – Operations- Process – Cancel Job Order A new field Owner Site (Mandatory Field) has been provided. It will be auto populated with the connected site and if required can be changed by the user while creating Order. It cannot be modified in edit mode. Only authorized Job Orders can be cancelled.
|
| 19 | WIP Material Transaction Ginesys Web – Production – Operations - Process – WIP Material Transaction Transaction entries can now be passed only w.r.t authorized Job Orders. ‘Advance Mode’ of order selection has now been renamed to ‘Order Mode’. ‘Consolidated Mode’ of order selection has now been renamed to ‘FIFO mode’.
|
| 20 | WIP Clearance Ginesys Web – Production – Operations - Process – WIP Clearance Only user experience changes has been done, no major functional enhancements. |
| 21 | Job Receipt Ginesys Web – Production – Operations - Process – Job Receipt Receipt entries can now be passed only w.r.t authorized Job Orders. ‘Advance Mode’ of order selection has now been renamed to ‘Order Mode’. ‘Consolidated Mode’ of order selection has now been renamed to ‘FIFO mode’. A button - ‘Capture Consumption’ is provided at the bottom of the Material Transaction window which opens during Save and captures the actual consumption of component items during Pull on Completion material transaction from Receipt. It enables to specify total material consumption for the receipt, and thereby distribute the material consumption among the item received. If Alternate Item is received against Plan based Job Order, and if the received item is already available in respective Working Plan then,
|