DOP Core Solutions

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Very important instructions for all DOP finacle users for CSI roll out

Very important instructions for all DOP finacle users for CSI roll out :

Clear the inventory from all users by moving the inventory from Employee location to DL-DL by using menu HIMC.
Always keep the inventory in DL-DL, if any emergency inventory movement required at counters please move only required inventory from DL-DL to Employee after that immediately ensure that inventory should be NIL in all users by the time of EOD. Pl use menu HIIA to check whether inventory exist or not .
All Teller balances must be ZERO before EOD .
Please instruct all users to log in into Finacle application and check that the userids should be in active status. All Non-active Finalce userids will be deleted on the day of CSI Roll out.

Solution for the inventory movement error-"No user id found in UPR" in Finacle after CSI migration

May 13, 2017 CSI , Errors & Solutions , Finacle , Inventory , Inventory Movement

Recently in DOP started migration of post offices to CSI application which is nothing but Core Systems Integration.

CSI integrates all the modules of the post office operations including the FSI application i.e., Finacle application.

Core Systems Integration (CSI) is a major update in postal department.We call it a positive change towards achieving long term strategic goal which reads "Achieve the long term goal of financial self-sufficiency by generating surpluses from services (existing and new) outside our universal service obligation".

TCS is the vendor for the implementation of CSI project in DOP.

There are so many advantages after implementation of CSI in DOP which are listed below for all the viewers.

Advantages of CSI implementation :-

Mail Operations will offer reliable mail delivery services, by using robust IT Systems for improving article tracking and volume visibility.
Logistics Post will provide end-to-end supply chain services through a technology-driven logistics network.
Finance & Accounts will automate accounting operations and bring efficiencies in day-to-day business areas like Cash Management, Asset Accounting, Budgeting, Inventory Management, Procurement and Liability Management.
Human Resource Management will maintain a single repository of employee data and improve HR Administration activities like Recruitment, Training, Promotion Payroll and Performance Management. It will also provide an Internal Portal which will allow the employees to perform self-service transactions, like apply leave, view/edit personal data etc.
Customer Interaction Channels will provide customer services through Call Centre, Web Portal and Mobile Devices. It will also enhance the functionalities of Post office counters.

When we try to move the inventory using the menu HIMC after migration to CSI in DOP Finacle for some users they are facing the error "No user id found in UPR".
The error screen shot will be as shown in the below figure

It is clear from the above screen shot system is showing the above mentioned error.

Root cause of the above Problem :-

The above error will occur after migration to CSI in DOP Finacle due to incorrect mapping of user ids in the menu HIMAUM which will be taken care by CEPT user id team,

Hence this is purely inventory access issue which will be taken care by CEPT user id team.

Solution for the above Problem :-

When any user faces the above mentioned error after migration to CSI then immediately send the mail to your concerned CPC with user ids, SOLID and error screen shots.
At CEPT level inventory access will be given using the menu HIMAUM for the mentioned CSI Ids then the issue will be settled.
From CPC confirmation mail will be sent to respective office after giving the inventory access to the mentioned users. Then users can check with inventory movement in DOP Finacle.

Cheque Leaf Status of SBCHQ account in DOP Finacle

January 04, 2017 Cheque Book , Finacle , Inventory , Inventory Management , SB

HCHBM command stands Chequebook Maintenance. We can inquire check leaf with the help of this menu. We also check the chque leaf status. Some time cheque book is not issued in Sanchay Post and data migration is also transform without it. We have to inquire such account before any transaction with check leaf. The process of using this command is given below

Menu Shortcut - HCHBM
GO
The following screen will be appeared.

A/c ID - SBCHQ Account
GO
The following screen will be displayed

Click on View detail
The following screen will be appeared

You can also inquire with different status like stopped, destroyed etc. as seen in screen shoot.

[Video] Inventory Management in DOP Finacle

March 10, 2016 Finacle , Inventory , Inventory Management , Video

Inventory Management in DOP Finacle :

How to Find Account Number using Cheque Number in DOP Finacle ?

February 04, 2016 Finacle , Inventory , SB

The following are the steps to be followed to find an account number using cheque number. The menu option we use for this purpose is HINQACHQ. This menu option is available for Supervisors only.

Invoke menu option HINQACHQ
Cheque No : Enter Cheque number
SOL ID : Enter Sol Id or Keep it blank
Click Go

You will get a screen as shown below where you can find the account number and name of the customer.

How to find whether a Cheque Book is issued to an Account ?

February 03, 2016 Cheque Book , Finacle , Inventory , SB

The following are the steps to be followed to know whether a cheque book is issued to an account or not

Invoke menu option HCHBM
Function : Inquiry
A/c ID : SB Account number
Click Go

You will get a screen as shown below where you can find all the cheques books issued to this account.

How to find whether a particular cheque in the given cheque book series is passed or not ?

Click View Details button as shown in the above screen

You will get the status of each cheque in the selected cheque book series as shown below

Check Book Issue In DOP Finacle

December 31, 2015 Inventory , Issue Cheque Book

HICHB command stands for "Issue Cheque Books". This command is used issue cheque book to SBCHQ account. The process of using this command is given below

Menu Shortcut - HICHB
GO
The following screen will be displayed.

A/c ID -
Acknowledgement Obtained - Yes
Cheque Type - CHQ
GO
The following screen will be displayed.

Select the cheque book serial number box shown in screen shoot.
Click Submit button

The following screen will be displayed.

Verify from supervisor in same command

Split Cheque Book Inventory In DOP Finacle

October 01, 2015 Inventory , Split Cheque Book

Cheque Book inventory has to be split in Finacle after taking as inventory in Employee. In Post office, There are two leaf type of Cheque Books i.e. 20 and 50 leaves. According to situation we have to select no. of leaf at the time of split. The following process of split in Finacle

Menu Shortcut - HISIA
Function Code - S-Split
Location Code - Employee ID by Searcher
GO
The following Screen is looking as given process.

Please fill the items per Unit as total no. of leaves in a Cheque Book.
No. of Unites as No. of Cheque Book.
Click Submit.

Inventory Movement Report in DOP Finacle

June 09, 2015 Finacle , Inventory , Inventory Management , Inventory Movement , Report

HIMR means Inventory Movement Report

This menu is used to view the inventory movement report i.e, movement of inventory from one location to another location from a particular period.
This is a very hand menu to know how much we have transferred from supervisor to counter and from DL to supervisor etc.
This menu is to be invoked individually for each denomination.
Invoke the menu HIMR then the system will display the screen as shown

Then eneter the followin details

Enter the From Transaction Date ____________
Select the Inventory class/type ___________________
Select the from location class/code ___________________
Select the To lacation class/code ________________ as shown in the below figure

Then click on Submit and view the report in HPR as shown.

HIMI Inventory Movement Inquiry

This menu is used to inquire the inventory movement between two locations where as in order to view the report and take print use HIMR as mentioned above.
This is only inquiry menu we can't take the print for this menu.
This menu is to be invoked individually for each denomination.
Invoke the menu HIMI and enter the following details

Enter the Start Date ____________
Select the Inventory class/type ___________________
Select the from location class/code ___________________
Select the To lacation class/code ________________ as shown in the below figure

Then click on Go then the system will show the movement between the given locations as shown

Inventory Status Report in DOP Finacle

June 09, 2015 Finacle , Inventory , Inventory Management , Inventory Status Report

HISRA Inventory Status Report

This menu is used to view the inventory status of any employee or location which is very useful menu for inquiring the inventory position for supervisors.
The operating procedure of this menu is explained below in step by step manner i..e, invoke the menu HISRA then the system will show th following below mentioned screen
This menu is to be invoked individually for each denomination.

In the above screen one can observe the location code by default will be the logged in user code

we can edit the location code and select the user location code by selecting from the searcher as shown

Then selet the particular location code ( employee code ) from the list of users as shown

Then click on submit and view the report in HPR as shown.

HISR means Inventory Status Report -EM

Thie menu is used to view the status of the inventory position of that particular employee only or same location.
This menu is used to view the inventory status report of the same location or same user in which the user logged in.
This menu is to be invoked individually for each denomination.
Invoke the menu HISR then the system will display the screen as shown

Then clik on the searcher and select the inventory type from the list as shown

Then clcik on Submit and view the report in HPR.

HIIA means Inventory Inquiry All

This menu is inquiry the total inventory available at a particular location i..e, the system will display all the denominations
The report can be viewed in same source location as well as different location i.e., we can view the report for any employee of that particular SOL.
Invoke the menu HIIA then the system will display the screen as shown

Then click on the searcher and select the employee code you are trying to view the report and click on Go then the system will display the total inventory available at that user as shown in the below figure