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Pss sopt 4

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Peeyush Gupta
Peeyush Gupta

The document outlines the process for invoice generation by an OEM's finance department after a generator set is produced. It involves selecting the dealer, filling address and product details, and choosing invoice type in the PSS billing system. Once generated, the invoice appears onscreen and is automatically sent to the dealer's PSS application. Key responsibilities include the OEM executive and back office staff, with the goal of carefully raising invoices after production to track billing.

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Objective: After production of genset rising of the invoice. Responsibility: OEM Executive / Back Office Staff Scope: Invoice generation from the oem to the dealer Process (Source of information/Contents/Formats/Checklists : Procedure – 1. As soon as the oem production department manufacture the genset the finance department start the process of raising the invoice 2. In pss billing section click on the invoicing section. 3. A window will display and click on the new subsection. 4. Invoice window will appear now click on the oem/dealer box and select the name of the dealer the invoice is to be generated. 5. Now click on the invoice box to select regular in voice or tender. 6. In the shipping address box fill the required details of the address where the genset has to be dispatch. 7. Now click on the pincode box to search the pincode online. 8. I f the shipping address is same as per the oem/dealer details then only tick the shipping address box. 9. Below it given a new susbsection click on it. 10. A new window will appear showing invoice customer and dg set details . 11. Click on the Customer information tab to check if the customer information is filled or not. Select the customer from the master list. 12. Click on the customer type to select the regular or corporate. 13. Select dg as per kva, phase, and panel. 14. Fill the installation address. 15. After completion save it. 16. Now below it there is a date and time preparation in which date and time will automatically display click on it to activate 17. Now just beside it there is a invoice box in which one has to choose – (a) Tax invoice- if it is a tax invoice a excise duty box will appear with vat and cst box, now it’s up to oem whether he has to use vat or cst as per his requirement. (b) Sales invoice-if it is a sales invoice then oem has to select below that which form is required for it. (c) Stock transfer- this is used when one oem transfer it stock to its other branch. Generator Sector PU:- Powerol Business PG/Module:- Retail Sale Work Instructions / SOP No:- 713/SOP/06 Date of 1st Issue:- Approved by: Mr.Sachin Nijhawan SignatureTitle:- PSS BILLING INVOICING
18. As soon as the invoice is generated it will display on the main window and also will b e automatically appear in the dealer pss application also. Measure of Effectiveness: Steps of rising the invoicing carefully. Records: PSS billing Invoicing window

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Pss sopt 4

  • 1. Objective: After production of genset rising of the invoice. Responsibility: OEM Executive / Back Office Staff Scope: Invoice generation from the oem to the dealer Process (Source of information/Contents/Formats/Checklists : Procedure – 1. As soon as the oem production department manufacture the genset the finance department start the process of raising the invoice 2. In pss billing section click on the invoicing section. 3. A window will display and click on the new subsection. 4. Invoice window will appear now click on the oem/dealer box and select the name of the dealer the invoice is to be generated. 5. Now click on the invoice box to select regular in voice or tender. 6. In the shipping address box fill the required details of the address where the genset has to be dispatch. 7. Now click on the pincode box to search the pincode online. 8. I f the shipping address is same as per the oem/dealer details then only tick the shipping address box. 9. Below it given a new susbsection click on it. 10. A new window will appear showing invoice customer and dg set details . 11. Click on the Customer information tab to check if the customer information is filled or not. Select the customer from the master list. 12. Click on the customer type to select the regular or corporate. 13. Select dg as per kva, phase, and panel. 14. Fill the installation address. 15. After completion save it. 16. Now below it there is a date and time preparation in which date and time will automatically display click on it to activate 17. Now just beside it there is a invoice box in which one has to choose – (a) Tax invoice- if it is a tax invoice a excise duty box will appear with vat and cst box, now it’s up to oem whether he has to use vat or cst as per his requirement. (b) Sales invoice-if it is a sales invoice then oem has to select below that which form is required for it. (c) Stock transfer- this is used when one oem transfer it stock to its other branch. Generator Sector PU:- Powerol Business PG/Module:- Retail Sale Work Instructions / SOP No:- 713/SOP/06 Date of 1st Issue:- Approved by: Mr.Sachin Nijhawan SignatureTitle:- PSS BILLING INVOICING
  • 2. 18. As soon as the invoice is generated it will display on the main window and also will b e automatically appear in the dealer pss application also. Measure of Effectiveness: Steps of rising the invoicing carefully. Records: PSS billing Invoicing window