Tuesday, December 16, 2014

Sanchay Post Database Upgrade Patches from Version 6.5

Sanchay Post Database Up-gradation

Sanchay Post Patches for database up-gradation 

Download Patches for Upgrade DB Version from 6.5 to 7.5


KVP Patches and SP5 Folder

Thanks Rajesh H

Old Premigration Tool for SCS Discripancies

Old Premigration Tool for Clear SCSS Discrepancies

  • SCSS Ledger Remarks having Null in Remarks discrepancies
  • To clear SCS Null Discrepancies,
  1. Download attached Pre Migration Tool 
  2. Execute Once from backup Server 

Download 


Download

Thanks to Rajesh H

Speed Net : BNPL Customer Configuration and Booking

BNPL Bulk Customer Configuration

  • Login as Supervisor in Speed net

  • Under BNPL menu select "Customer Details" option.

  • Now you will get the following Screen. 

Here fill up all details such as Name of the Company, Address, Account Number and Article type etc.

See the following screen for demo.

  • After completion of feeding Customer details, click on " Agreement " button.


Then you get the following screen, in that enter details such as Memo number , Bill raising office, Agreement date , Expected Business per month and Guarantee amount.


Note: Guarantee amount must be 4 times to Expected Business.
  • Now click on " Save" button.
  • Then you will get the following message box

  • Here click on "Yes" button.( If any corrections click on "NO")
  • Again you will get a Confirmation Message box. In that click on "Yes" button.

After this stage you should use "Flush data" option. if not Customer (details) will not appear while booking.

Precautions to be followed while Opening an account in DOP Finacle

PRECAUTIONS TO BE FOLLOWED WHILE OPENING AN ACCOUNT

The following observations I have while opening an account in Finacle.I want to share with you which will be really handy when we are in a real scenario.The following that can't be changed after opening an account by the counter PA but even before verification by the supervisor.They are as follows:-

  • CIF id can't be changed.
  • Amount can't be changed.
  • Agent can't be selected.
  • Value date can't be changed.
  • Agent can't be modified.

CIF ID ENTERED WRONG SCENARIO

CIF id once entered at the time opening an account will not be changed even we invoke the respective modification before verification menu.

If any problem persists then we need to merge the CIF id and change the name of the account at the account level by using the menu HAALM (supervisor menu).

DEPOSIT AMOUNT WRONG SCENARIO

The deposit amount once entered will not be changed even in modification before verification menu also we can't change the deposit amount.

The only solution for this is make an error entry and close the account as "Exceptional Closure" after obtaining the approval only.

Again open the account with the correct deposit amount.

AGENT NOT SELECTED SCENARIO

When the counter PA opened an account without selecting the agent then even we invoke the menu modification before verification then the system will not allow.

The only solution for this is make an error entry and close the account as "Exceptional Closure" after obtaining the approval only.

Again open the account by selecting the agent.

WRONG AGENT SELECTED SCENARIO

When the counter PA opened an account by selecting the wrong agent and even we try modification before verification then the system will not allow to modify.

The only solution for this is make an error entry and close the account as "Exceptional Closure" after obtaining the approval only.

Also in the above closed account the counter PA selected the wrong agent so commission will be credited to wrong agent so reverse it for reversal procedure click here.

Again open the account with the correct agent.

VALUE DATE WRONG SCENARIO

When the counter PA opened an account with wrong Value date and even we try modification before verification then the system will not allow to modify.

The only solution for this is make an error entry and close the account as "Exceptional Closure" after obtaining the approval only.

If the above closed account is linked to agent the commission will be credited to agent SB account so we have to reverse it for reversing procedure click here.

Again open the account with the correct value date.

The above scenarios are very important when we are opening an account in real scenario so the counter PA should be very careful to avoid mistakes.Note that without error entry and approval don't close any account for the above said scenarios.
Thanks to http://pofinacleguide.blogspot.in