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AP Registration Process

The document contains menus and submenus for various processes related to lead management and approvals. It includes menus for lead details, approvals, master data maintenance, reports, billing processes, expenses, signoff processes, compliance checks, fees setup, training, and more. The tables displayed include lead details, exchange fees master, and employee master details.

Uploaded by

kapil vaishnav
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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86 views17 pages

AP Registration Process

The document contains menus and submenus for various processes related to lead management and approvals. It includes menus for lead details, approvals, master data maintenance, reports, billing processes, expenses, signoff processes, compliance checks, fees setup, training, and more. The tables displayed include lead details, exchange fees master, and employee master details.

Uploaded by

kapil vaishnav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Menu Sub - Menu

Lead details

Approval Pacr Approval Back Office Approval

Master OBE Employee LOGIN Creation

Reports BA details BA chargeable details

Process Billing Process Bulk deactivation


Expenses Billing Terminal
CTCL Billing Certificate
Connectivity
Location
FR User
Logout

Signoff process Compliance Check

Exchange fees master New setup Entry - Terminal Trainer master Flash Message/Circular

signoff BA with product details revenue details Pan Details Master reports - Mcore

Location shifting FR user Deactivation Deactivation request appTerminal approval


Terminal
Certificate
Connectivity
Location
Flash Message/Circular approval Master

Master reports - McoreRelation master Location Master Connectivity master Terminal master Dealer master

Terminal approval Certificate approval Add Connectivity/CertiLocation/Connectivity Bulk shifting/Setup chaChange / mapping of e
Dealer master Download exchange filService request report Misc
NSE Client Search
BSE Sebi Debarred
Exchange registration details
Flash Message/Circular report
Client Dashboard

Change / mapping of eFlash Message/Circular


Global Search

Registration system

Stage Lead Id

Account type Current Status

Pending at Unique No.

Summary
Sr.No. Lead ID Prospect N Stage Prospect Type

1 test1111 PACR Franchisee


2 12121 SCAN IFA-AP
3 8980000086 IVAN FINA SCAN Onward Franchisee
4 9824210715 ELEGANT WEPHYSICAL Franchisee
5 9422127112 MAHESH SAPHYSICAL Onward Franchisee
6 9924110952 SMART INVPHYSICAL Onward Franchisee
7 9831496502 MD ASHRAFPHYSICAL Onward Franchisee
8 7278161819 BUDDHADEB PHYSICAL Onward Franchisee
9 9830043163 RAJENDRA PHYSICAL Onward Franchisee

Clear
rch

n system Add new lead

Prospect Type

Final Status

Prospect Name

View details Clear

Account Type Current Status Final Status Entry Date Pending At Delete

Individual Assessment Pending Open 10/6/2021 11:38 7655


Individual Scan Upload Open 8/26/2021 15:23 7655
Proprietor Scan Upload Open 6/18/2021 17:39 7655
Corporate Dispatch of Physical docs Open 5/24/2021 17:08 7655
Individual Dispatch of Physical docs Open 2/5/2021 15:49 7655
Proprietor Dispatch of Physical docs Open 1/4/2021 16:59 7655
Individual Dispatch of Physical docs Open 12/14/2020 14:10 7655
Individual Dispatch of Physical docs Open 12/14/2020 14:10 7655
Individual Dispatch of Physical docs Open 10/21/2020 10:37 7655

Home
Home
PACR Approval

Back Office Approval

Esign
Esign
Home

Esign Physical Mode


Esign Physical Mode
BA details BA chargeable details signoff BA with product details

From Date

Generate
revenue details Pan Details Home

To date

Export to excel
Search Employee code

Employee Name

Employee code

Department

Email ID

Profile

RAM

HOD

Save
Home

Name of RAM

Name of HOD

Reset
Exchange

Exchange processing fees

Is default

Exchange Fees Master Details


Sr.No. EXCHANGE PROSPECT EXCHANGE
1 SELECT BSE CD FRANCHISE 2000
2 SELECT BSE CM FRANCHISE 2000
3 SELECT BSE CX FRANCHISE 2000
4 SELECT BSE FAO FRANCHISE 2000
5 SELECT INTERNAL PFRANCHISE 2500
6 SELECT NSE CD FRANCHISE 2000
7 SELECT NSE CX FRANCHISE 2000
Prospect Tpe

GST in percentage

is active

ALL EXCHA GST (IN PE GST AMOUNT AMOUNT IS ACTIVE IS DEFAULTFROM DATETO DATE
8000 18 1440 9440 YES YES ### ###
8000 18 1440 9440 YES YES ### ###
8000 18 1440 9440 YES YES ### ###
8000 18 1440 9440 YES YES ### ###
2500 18 450 2950 YES YES ### ###
8000 18 1440 9440 YES YES ### ###
8000 18 1440 9440 YES YES ### ###

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