Observations

1) CRM

a) Case Entry

i) Segment & Tender No required on top together.

ii) Case Segment & project segment are same it will auto flow to quote and project.

iii) Case End date or Tender Last date.

b) Quote Entry

i) Quote is not linked with Case.

ii) Segment required mandatory.

iii) Target Rate below unit Price

iv) Remove target rate from Quote header

c) Last Purchase & Sale Price: In this point we require report or dashboard from where user can
export the 5 Last Purchase & Sale Price in excel with filters (date range, Vendor, Customer,
Part & Project).

d) Bank Guarantee

i) Form name change from Key 1 05 to Bill Tracking

ii) Remarks 1 to 5 Character limit Increase

iii) Return of BG FY require Dropdown

iv) Return of BG QTR require Dropdown

v) Defects Liability Period in Months

vi) Project Cost

vii) Reason for Amendment is not

viii) Rename Sr No with EMD ID

ix) In Search result name of columns are not same as the entry form.

x) Order tracker needs SO type, sub type, project, state, segment

xi) There is a field named Attn what is rhat?

xii) Price variation is not on part

e) Quick Search not enabled

2) Cash & Bank

a) Bank Master

i) BG Limit Entry required on Bank Master which will help in Tracking the available BG Limit
with BG & EMD Dashboard.

b) Payment Entry

i) Blank Notification Popup at Save.

ii) Unable to select the supplier from Search

iii) Document Type & legal Number are grid out and blank

iv) Document type Should be mandatory

v) Posting Rules are not showing.

c) Cash Receipt Entry

i) Posting Rules must be on top as in all forms

ii) Project should be mandatory.

iii) Document Type is Not Showing in drop down & Legal Number is blank.

d) Journal Entry

i) Document type Should be mandatory

e) Payment Advise

i) Change Name Key1 in Search

ii) In Search Columns name are not correct as per the form.

iii) Random Number is showing in Form Namem in new entry creation.

iv) Payment Advise no coming in Sr No

v) Request Date will be current date

vi) Department Desk Drop Down Not Coming and make mandatory

vii) State/Segment/Project Drop down or Search option not available no manual entry will
be done. and make mandatory

viii) Party Name/ PAN/GST/Address/Bank Details will be grid out filled automatically after
party code selection and make mandatory

ix) Payment Type Drop Down not available and make mandatory

x) Nature of Expenses drop down not available and make mandatory

xi) Party code Search Not working and make mandatory

xii) Ledger Balance not fetching

xiii) Attachment not working

xiv) Remarks character limit is less

xv) Current Status required mandatory

xvi) Payment Mode required mandatory

xvii) Payment stage workflow & approval matrix missing

xviii) No message is showing on Save

xix) Approval & Un approval dashboard not developed

xx) Advise print option not showing with Advice.

f) Bill Tracking

i) Auto system datetime not showing in form.

ii) Segment not coming automatically according to the Plant.

iii) Bill Due Date need to be added in the form.

iv) Form name change from Key 1 to Bill Tracking

v) Invoice amount name change with Invoice amount (with GST)

vi) Status must be auto filled with can’t be change at the entry creation.

vii) Attachment option not showing.

viii) At request creation status should automatically come request created

ix) Make Project, Invoice No, Invoice Amount, forward to dept, Segment, invoice date,
forward date, received date, received date, vendor or party code, Entered By, Bill Type &
Bill Sub type.

x) Tracking History Missing; Each desk tracking required must show below the filled details
to next dept for processing the bill.

3) Fixed Asset

a) Asset Depression: User will enter the Useful life & residual value rate will be auto calculated.

b) Tag is text box require dropdown of employee Id we will add the employee details
(employee Id, Name, Status, Department, Contact No, Email, Designation)

c) Posting Rule must be on top.

d) Warranty details are not captured

4) Purchase Management/CMG

a) Supplier Creation & Codification

i) Supplier Sub Group & Old vendor Code position on Top below Group.

ii) Supplier code is not generating Automatically as given.

iii) Vendor Status is Not Coming.

iv) There are 3 different forms for entry and the fields in them are not same

v) The option for send to approve options are enabled before hand

vi) AP invoice is getting booked of inactive suppliers

vii) MSME field in search window

b) Supplier approval system admin can send the supplier for approval to any level

c) Un approval dashboard name needs to be changed and upon clicking the supplier id the
supplier form should open

d) Approved and un approved checkbox should be together

e) Purchase Requisition

i) While creating requisition only child items should be visible to select

ii) In state field code is showing rather than name and it is enabled

iii) SO number, Legal number and PR categorization needs to be placed on top with
requisition number.

iv) There is plant field that needs to be removed

v) Only Project specific SO should be available to select

vi) Project code mandatory

vii) Legal number to be renamed as PR legal number

viii) On line item plus sign is not enabled

ix) Project name column coming as SegValue3 in personalized column needs to be changed

x) Requisition dashboard should contain project name, pr type and state

xi) Only child items should be available to select & we need to map PR category with items

xii) Project and category wise approval is not customized

xiii) UOM and PR qty should be mandatory

xiv) Segment is coming blank

xv) How to amend PR

xvi) Single PO from multiple PR

f) PO Suggestions
 Observations

i) Unapproved validation

ii) Plant, PR number, state, PR date and balance qty not showing

iii) Qty should be equal to or less than if PO is made

iv) Will remain in PO suggestion until the whole qty is consumed

g) PO creation

i) Order type, purchase type, Nature of PO, Project, legal number, state, segment on PO
tracker

ii) State is enabled on PO entry and Project should be mandatory

iii) Nature of PO to be mandatory

iv) In new PO unapproved PO is enabled

v) Entered by should be greyd out

vi) The legal number should be placed alongside the PO number, and the label should be
changed to 'PO Legal Number'.

vii) There is a field of SO number

viii) Vendor id is disabled but search is working but should only be enabled in case of indirect
PO

ix) Buyer list is not coming

x) Order type and purchase type should come on top and to be mandatory

xi) Remove PO report and Work order report and link with print PO option on basis of order
type

xii) In print format legal number is not coming.

xiii) Draft Purchase order is coming in approved PO

xiv) What is supplier order number

xv) Firm and variable option should auto flow from SO and also not in print format

xvi) Target rate and price basis should come below

xvii) Difference between approved and confirmed

xviii) Client item code mapping and not showing in print format

xix) Delivery terms to be dynamic

xx) Revision number needs to be captured on po form and print format

xxi) PO qty should not be greater than PR qty

xxii)PO should be mailed to supplier after approved

xxiii) Change log

xxiv) Direct Indirect PO Vendor ID

xxv)Release should not be

h) PO Approval

i) After approved the option is still enabled

ii) The approval hierarchy is project and purchase type wise

iii) System admin should be able to change the hierarchy

iv) By default, it should be pending a fiterl is required

v) On PO approval dashboard when clicking on PO number it should go to PO form

vi) Final status should not be blank and name needs to be corrected

vii) Project, Purchase type, order Type not showing in PO approval dashboard

viii) Why there are 2 different dashboard PO approval and PO unapproval

i) IC number, date and qty On GRN IC number is mandatory but we are not capturing these
details

j) NV Reconciliation mapping at WO Level

k) WO directly needs to be emailed to vendor email id.

l) WO legal no. needs to be updated in report

m) Revision no. needs to be captured on PO screen and then add the same in WO Legal no. in
print as well as R1.

n) GRN<PO Search<plant filter, PO&PR

o) At the Time of Supplier creation Creator will not to be able to click on the Finance, Audit &
IT.
 Observations

5) Project Management

a) Project Creation

i) Required column of defect liability period

ii) How to assign the project to the project manager

iii) Disable site dropdown

iv) How to stop or disable the all transactions on a particular Plant

v) WBS Phase Status not updated to pending automatically when DPR is uploaded through
uploader

vi) How to Add person in Project Checklist

vii) Error while updating the WBS Phase in Checklist

viii) Make Tender Number, Start Date, End date & State Tagging mandatory with *

b) DPR Report

i) DPR Entry

ii) Make all the fields mandatory like Parent Phase, Child Phase, Progress Date, Entry
Person, UOM, Quantity, Progress & System Date

c) Project Budget

i) Maker & Checker on Budget Creation & Alteration

ii) Budget Form Name & Columns Name on Dashboard

iii) In Search result name of columns are not same as the entry form.

iv) Attachment on Budget Creation form.

v) Budget Subhead Linking with GL code and Auto budget consumption from Sub head at
the time of Booking.

vi) Head & Sub Head Cascading

vii) Budget Validation user can’t book the PO/WO/AP greater than the allocated budget

viii) Name Change & calculation Correction Budget Report.

d) Project Insurance

i) SIPS Details Section, Project State & Project State List not showing in Side menu.

ii) Remove: Policy Number

iii) What is Project Complete %

iv) Insurance Premium Frequency 2 times

v) Total Insurance Value Field Missing.