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Saving/Current/Replacement card:
1 Branch maker raise an indent using "Place an Order" for their respective branch.
Eesta E anee
2 Indent raiseby branch will go to branch checker "Approve grder tor approval.
Pending For Apval
BCEI STATVS
CATSoN EPO
baAGG KITS
saus tatus
Actiw
3 fthe quantity raised by maker was within the indenting limit then it will flow to branch checker
and post that it will hit finacie for account generation, else after branch checker aoorovesthe
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3 fthe quantity raised by maker was within the indenting limit then it will flow to branch checker
and post that it will hit finacie for account generation, else after branch checker approves the
indent it witl gofor circle checker approval and then it will hit finacle
LOGIC of threshold calculation(example)
Solid Stock Stock at Maximum
Schem in Maximum
Total Branch
Allowable order
e Code Transit Branch(B
) Stock(A+B) =C stocking
level(D) quantity(D-c)
(A)
005 |SAPPR17 17 |20 3
4 if theuser indent for 3 or less than 3the indent will go to branch checker and then directly to
finacle, if the user indent more than3 kits, then post branch checker's approval it will go to circle
checker.
5 Once the accounts are created in Finacie, Instakit Manager pulls accounts from finacle and
update the status as "Created" in "Previous Order Status Report".
6 Every 3hours Instakit Manager pulls dispatch data from DLMS, once dispatch data is available the
branch maker can do the "Confirm Receipt" of the kits.
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update thestatus as "Created" in "Previous Order Status Report".
6 Every3hours instakit Manager puls dispatch data from DLMS, once dispatch data is available the
branch maker can do the "Confirm Receipt" of the kits.
7 Then branch maker allocate the kits to the BDE of that branch using "Allocate Kits".
Ensta Kit Maagee
AllocateKs
Easy A n e s )
COOWLEDCRNT
ADCATE KITS Note SA instakit sd/or CA instakit is not availalle for allocating as
OATE BARCOOR Confirmation of Daily Stok Reconclation egart is done
LAGCAroN Entr Emgoy uber t
nsESPOeENY
soCATION RPORT
oAMaND KITS
BaNG TS
NIY AGNNG
8 Post makerallocates the kts,checker approves the same from "Approve kit" option.
DL-Har2024
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9 The BDE need to login in instakit Manager and do the "BDE Acknowledgment" for the kits
allocated to him/her.
10 Branch maker enters the customer name &barcode in system using "Aof Acknowledgement".
11 The checkerapproves the same using "Approve Aof Acknowledgement".
12 Post this same will be available in Eforms
TAB process: D1-NEL
TAB process:
1 Once BDE Acknowledges the kit, all the kits allocated to him will reflect in TAB.
TAB and same will get updated in Instakit
2 The BDE enters barcode &customer name through
Manager.
of
accounts, whose barcode is updated from TAB will not reflect in jnstakit Manager neither
For I
Barcode.
"AOF Acknowledgement" nor for "Update
Eform process:
to accounts in Instakit Manager will reflect in Eforms, The user need to
1 The barcode mapped number &barcode updatedin the system.
combination of account
enter the correct
Current Account: then the branchcannot
indented the kits and same is pending for appreval
1 If any branch had pending indent is approved.
indent for new kit unless the
instead of indents flowing to Circle checker,for
2 In case of crossing
the threshold quantity,
or her approval, the
same will go Ac
checker for approval. Past his
indent will go to BBCO
BccOunt generation in Finacle
3)
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Burgundy
1 The solid which mapped to RM as the base branch, only those branch can indent for
Burgundy products.
2 Instakis Manager pulsRM-sol mapping from gforms
3 Maker checker indenting process is same as SavinE
4 While allocation, the branch can allocate RM mapped in efocma that too of same circle. For
SE say RM- 1234 is mapped to Base solid 007 (Mumbai circle) and hub as '00s(Deihi circle)
&"o05'(Mumbai Circle), if the solid o0s is trying to allocate the kit to 1234, the same willfails
as base branch of RMis of Mumbai circle and branch whois allocating is of Delhi circle. But it
the solid O05 tries to alocate kits to 1234, he/she can successtully alocate the same as both
are from same circle.
5 The kit allocated will flow to checker for approval.
6 While doing BDE Acknowiedgement, the RM has arights to change the destination solid and
should be of same circle, that solid will flow in TAB.
Block
Hthe kit/card is in-stock of bransh then the user can use "Block Kits option to blbck the it
else the user will have to use "Non Activated Report" for blocking the kit. Act
Styles
Not Received
1 fthe user had made the kit as "Not
Received' while
change the same using "Change Receipt Status". doing "Confirm Receipt, he/she can
Agnostic Sols (Abu Dhabhi&Dubai)
1 Process is same as Saving, but for Agnosticsolid the opening solid is by default "415" solid.
CSG process
1 The CsG can indent only for the branches mapped to them for salary products.
2 Salary kits can be allocated either to Circle BDE Or BDE of that solid.
Stock confirmation
1 The branch bavcg to confirm the SA &CA Stock available with him. if branch does not do that
then the SA/CA product willnot be available for indenting &allocation.
Two days BDE Reconciliation Logic
1 For Salary kits, if BDE has any kit for more than 48 hours then no new kits can be allocated to
him. Either the he has tode-allocate the kit using "change Allocation status and releasa forh
his tray or he have to use the kit.
Use of Reports
1 Search Option: Status to any account.
2 Previous Order Status: Status of all the indent placed.
acEPY
NDLRDGENT
CAYE AIs
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3 Daily Stock Reconciliation Report; List of accounts available in stock
