02 administration - business rules

8/8/2019 02 Administration - Business Rules

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Business Rules->Admin Option->General Option->Voucher

The Administrators are responsible for maintaining and monitoring thesystem. There are numbers of check box option has mentioned to suitebusiness activity only you need to set desired option and click on save button.

BNG InfoTech Pvt. Ltd. has designed and developed theBNG Business Suite ERP Enterprise Resource Planning (ERP)

software to computerize business processes practiced in the moderncorporate environment.

The software is capable of dealing with the routine front-end activitiesof retailing to the boardroom activities of business planning. BNG

Business Suite provides real time statements and reports requiredby managers and directors to take rapid commercial decisions.

This manual is meant to serve as a guide to the BNG Business Suite ERPsoftware. This manual describes in an easy to understand manner, the step-

by-step procedures to run BNG Business Suite ERP. The manual can be

used both as a learning tool by the new user and also by an expert toexplore the advanced features of BNG Business Suite ERP.

In admin option, as you can see in pictures

given below, there is multiple tab buttons provided for specific purpose from

where you can set your desired option as per your requirements.


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All option has been briefly described in the table given below:

Options Descriptions

Allow manualvoucher No.

With the help this option you can modify your old vouchersnumber. Suppose you want to put your own number for your

document. In this case you can manually insert voucher no.

Allow voucher

Date change

If this option is checked then it will allow you to modify

voucher date manually.

Allow last

voucher date

This wont allow you to save the record if the date is less than

the last bill/voucher date.

Check negative

stock

If this option is checked then it will prompt you on the screen

for negative stock and it wont let you save your record.

Alert negative

stock

If this option is checked then it will warn you for negative

stock but you are allowed to save record.Check stock on

save

If this option is checked then it will check stock at the time of

saving your record whether the proposed stock in exists ornot.

Update quantitybased on stock

This option will let you update quantity on the basis of stock.

Check for

duplicate item

With the help of this option you wont be able to insert

duplicate record and shows you message on the display

screen.


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Merge qty onsame

parameters

This option allows you to merge quantity having same itemname and its parameters. Suppose you make multiple entries

for same item then it will make single item by mergingquantity.

Auto calculateon round off

If this option is checked then it will automatically round off thevalue.

Show inventorylevel alerts

If this option is checked then this will display message on thescreen whether your stock is going out of stock.

Exclude FOCitem

Means FOC (Free of cost) item is not included.

Business Rules -> Admin Option->General Option->Account Voucher

With the help of admin option you can also set your desired option associated with the

account voucher only you need to check the option as per your requirement and all optionshave been briefly described in table given below:


Show Balance It shows account holders balance if you check this option.Show cheque

type

If this option is checked then it will show that what type of

cheque he/she has. i.e. cross cheque, bearer cheque.

Show cost

center

When you check this box it shows you cost center.

Show

department

When you check this box it shows you department name.

Show employee If this option is checked then it will show you employee name.

Alert negativecash

This will alert you in case of negative cash on the displayscreen if you check this box.

Allow negativecash

With the help of this option, you will be allowed to passnegative cash.

Round TDSamount

Your TDS amount will be rounded automatically if you checkthis option.

Thousandseparator

If you check this box then it will display comma separatorbetween thousands in the amount. i.e. 59,990

Check amountat header

If this box is checked then box for total voucher amount willappear in the form and the amount entered in the details

below will be matched against the amount in the total voucher

amount box.

Validate costcenter

If you check this box then cost center entry will be validatedfrom the cost center master.

Validatedepartment

After checking this box, this field validates department namefrom the department master whether the given department

name exists or not.Validate

employee

After checking this box, this field validates employee name

from the employee master whether the given employee nameexists or not.

Business Rules -> Admin Option->General Option->Include field in item

You can include more item attributes for specific item as per your choice. Please see details

in table given below:


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Department If this option is checked then the generated item code willhave contain 2 letters (Alpha numeric).

Item group If this option is checked then the generated item code will

have contain first 2 letters (alpha numeric) of item groupsname.

Attribute 1 to 8 There may be another item attributes as well i.e. size, color

etc. and you can define your item attributes in this givenattributes field.

Business Rules -> Admin Option->General Option->MRN

An administrator can set general option associated with MRN (Material Receipt Note) tofulfill their business requirements in the BNG business suite software. For more information,

please see details in table given below:


Excess qty inMRN(%)

This option allows you to set desired MRN(%) means if youenter 10% in this field then at the time of receiving MRN you

can receive 10% more qty. against purchase order . Let us

take another example, suppose you made a purchase order of10 qty. for any item, then you are allowed to receive only 10

qty. but with the help of this option, if you set excess MRN 10

% then you are permitted to receive 10% more qty. than thePurchase Order.

Validate IMREnumber

Inward material received number (or the gate pass number) ofthe items received against the MRN. This number validate

against MRN whether the no. exists with the IMRE No. or not.

Manual taxes &

dutiescalculation

If you check this box then you will be able to calculate manual

taxes & duties manually.

Rate cant bemore than PO

rate

If this option is checked and rate is more than the PO rate thenit wont allow you to save your record.

Hide pricerelated entry

It wont show price related entry at the time of receiving MRN ifthis option is checked.

Business Rules -> Admin Option->General Option->Grid Working

BNG Business Suite Retail-ERP software facilitates better searching option capability sothat user can easily search for specific item name or barcode as per requirements. Please

see details in table mentioned below:


Key press This option allows you to search specific name as well as code


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Search by pressing key. It can be character or number.

Search Base Code: if you select code from drop down list then this column

will appear as a first column in the data grid and it will startsearching on the basis of key which you enter.

Name: if you select name from the drop down list then thiscolumn will appear asafirst column in data grid and starts

searching on the basis of key which you enter.

Admin->Business Rules->Report Options

This option facilitates better report settings as per your requirements only you have to

select desired option from the list and click on save buttons. Fore more Details, please seein table mentioned below:

Option Descriptions

Top Company Name: This will print company name at the top ofthe report page.

Branch Name: This will print branch name at the top of thereport page.

Address: This field will appear at the top of the report page.

Bottom Company Name: This field appears at the bottom of the report

page.Branch Name: This field appears at the bottom of the report

page.

Address: This field appears at the bottom of the report page.

Options User Id: If you check this box then it will display user Id in

your report page.

Run Date: this option displays print date in your report page.Page No.: it shows page no. it this option is checked.

Margin Top: you can set top margin by selecting/entering margin

value.

Bottom: you can set bottom margin by selecting/enteringmargin value.

Left: you can set left margin by selecting/entering margin

value.Right: you can set right margin by selecting/entering margin

value.Default: It takes default margin value if you click on this

button.

SpreadOption

Column Headers: this option will let you set your desiredcolumn headers in your reports.Row Headers: if you check this box then you will be able to

set your desired row headers in your reports.Grid Lines:

Border: This option allows you to set border.Grid Color: you can also set your desired grid color by enabling

this check box option.Shadows: you can set your desired shadow setting if this


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option is checked.

PreviewZoom

you can set your desired preview option from the drop down listi.e. page width, page height, whole pages, three pages, four

pages etc.

Business Rules -> Admin Option->Retail Options->Counter Activity

You can apply settings associated with the counter activity in BNG Business Suite ERP-Retail software.


Cash carried

forward

If you enable this option then it displays you opening

cash at the time when you open the cash counter.

Business Rules -> Admin Option->Retail Options->Auto Option

BNG Business suite-ERP software provides better data export/Import facility. You can send

your data electronically with the help of communication medium i.e. mail, SMS instantly.Only you need to make settings as per your requirements and click on save buttons. Details

have been mentioned in table given below:


Backup Select backup from drop down list. Here there aretwo option given:

Begin of day: if you select this option then it takesdata backup automatically after beginning of day.

End of day: And if you select this option then it takesdata backup automatically after ending of day.

Send report Select option from drop down list. Here there are twooptions given below:

Begin of day: if you select this option form dropdown list then your report will be sent to destination

as soon you begin of day on the POS machine.End of day: And if you select this option from drop

down list then your report will be sent to destinationafter ending of day.

Mail To In this field you have to type an email Id of recipients.

Mail CC You can Type multiple recipients email address forthis field.

EDI There ate two option given below:

End of day: after selection this option from dropdown list you will be able to send EDI after ending ofday.

Begin of day: if you select this option form dropdown list then your EDI will be sent to the

destination after beginning of day.

Send SMS Using this option you can send SMS to any mobile

number.

Mobile No. In this field you have to type your mobile NO.


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Auto click send When you click this option your EDI will be sent tothe destination automatically.

Business Rules -> Admin Option->Retail Options->MTO Setup

Select proper settings for MTO as per your requirements. Details have been mentioned in

table below:


Day diff.

between orderand job

delivery date.

With the help of this option, it shows you no. of day

between order date and delivery date. i.e. if yourorder date is 10/01/2009 and job delivery date is

15/01/2009 then the total differences between orderdate and delivery date will be 5 days.


Post online

sales in

accounts

After checking this option, your sales will be posted

online in accounts.

Service tax

inclusive

When you check this option, service tax will be

included with the net price at the time of makinginvoice.

Invoice rate>=MRP

When you enable this option, it will check forwhether the invoice rate is greater or equal to the

MRP or not.

BOM based

service invoice

You can make service invoice on the basis of BOM

(Bill of material).

Offline posting

type

This option allows you to post sales offline in

accounts.

Lock bill on

settlement

After settlement of billing, it will lock the bill means

you are not allowed to modify bill which had alreadybeen settled. Only authorized user will be able to

modify the bill with the help of unlock option.

Gift voucher

validity period

Business Rules -> Admin Option->Mail Option

This option facilitates you to send mail to the destination via internet instantly. Make propersetting as per your choice and click on save button. Fore more details, Please see in tables

mentioned below:


Server type Select server type from the drop down list i.e.Microsoft Outlook, SMTP, Static IP etc.

Server name Type server name for this field i.e. net4india.com.

Display name Type your name for this field as per your choice.

Email Id Type your email Id for this field.

Password Type your password for this field.

Send to draft After sending mail, another copy of mail will be


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saved to draft folder automatically.

Email Signature Please write your own information for this field and

this will acts as your electronic signature as far asdata security is concerned.

Document export

type

The are two option provided for this fields:

HTML: If you select this option then your document

will be exported in HTML format.EXCEL: if you choose excel format then whole

document will be exported to excel file formatautomatically.

Report export type The are two option provided for this fields:HTML: If you select this option then your report will

be exported in HTML format.EXCEL: if you choose excel format then report will

be exported in excel file format automatically.

Business Rules -> Admin Option->CRM

This option provides you settings associated with CRM. Make proper setting according toyour requirements and click on save buttons. Details have been mentioned in the table

given below:


CRM slab type

Business Rules-> Attribute Definitions

With the help of this option, you can add item attributes as per your needs to suite your

business activity and click on add buttons. For more details, please see details mentioned intable given below:


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Item An item is any object that the company deals with

during its course of business. i.e. belt, shoes etc.

Dynamic At the time of making invoice, you will be able to

select item attribute(i.e. color,Size, etc.) Dynamically (run time changes).

Type To specify the type of item, e.g. Plastic or Metal. Allitem types are system-defined. Select the appropriate

option from the drop-down list.

Use Master With the help of this option, you are not allowed tochange item attributes dynamically. It will pick up

attributes from the item master which is already been

mentioned.

validate This option enables you to validate item attributes

from the item masters. If it is not matching with theitem master then you will not be able to save record

until your attributes match with the item master.

Business Rules-> Payment Mode

This forms associated with the accounts. Please see details given in table below:


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Name

Pay

mode

There are two types of pay modes given below:

Fixed: you can set your payment mode from here. Ifyou choose fixed mode then payment will be made in

fixed mode.

Definition: if your payment mode is in definitionmode then customer will be able to pay in different

mode. Let us understand it by an example suppose a

customer has to pay 1000 rupees at bill counter indifferent mode like 200 will be paid as cash, 500 will

be paid as credit card, 300 will be paid as cheque.Advance payment can also be made. This facility of

BNG Business Suite-ERP software fully satisfied theERP business Goals.

Post to Type the account holders name for this field to whompay is to be made.

cancelled You can also cancel it by checking this box.

Business Rules-> Price ValidationsMake proper setting as per your requirements to suite your business goals and click on save

button. Please see details in table mentioned below:


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Type Select item type from the drop down list. i.e. finished, non-stock, z item.

Cost price If you check this option then cost price will show at the timeof making invoice.

Transfer price The price to be used when transferring the item withinbranches. The text box will only accept numeric values After

checking this box, it shows you transfer price at the time ofmaking invoice.

Dealer markup It shows dealer markup price of items after checking thisbox.

Dealer price The price at which the item is to be sold to the dealer. The

text box will only accept numeric values. It shows dealerprice of items after checking this box.

Sale markup It shows sale markup price of items when you check this

box.

Sales price The selling price of the item. The text box will only accept

numeric values. It shows sales price of item when you checkthis box.

MRP The maximum retail price of the item. The text box will only

accept numeric values. It shows you MRP when you check

this box.

Business Rules-> EDI Definitions

You can define your EDI definitions on the basis of which your EDI (Electronicallydata interchange) will be send to the destinations. Make proper setting and click onsave button to apply. For more details, please see table descriptions mentioned

below:


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Table Name:

Alias:Sequence:Type:

Master:Transaction:

Independent:

Key field Field 1:

Field 2:Field3:

Transfer to Head office: your EDI will be transferred to head office.Branch: your EDI will be transferred to branch.

Others: you are able to send your EDI other places also.

Conditions Branch conditions:

Business Rules-> Document Layout

You can set your document layout setting as per your requirement to fulfill your businessneeds. This form is associated with the document printing. Make proper setting and click on

save buttons. To see more information related to options, please see table given below:


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Voucher type Select voucher from drop down list for which you wantto set layout setting.

Format There are two options given below:

Window: after selecting this option from drop down list,you will be able to see print preview in window format

and you also will be able to take print in window format.

Dos: If you select this option from drop down list thenyou will be able to see print preview in dos format and

gives you print out in dos mode.

Print file

Print No. of copies Select no. of print copies from the drop down list.

Header From branch master:

Top Detail:Company Name: it displays company name in theheader section for every page.

Counter No.: it display counter no in the header sectionfor every page.

Time: it shows system time in the header section forevery page.

User Name: it shows user name in the header sectionfor every page.


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Party Name: it shows party name in the header sectionfor every page.

Book No.: it shows book no. in the header section forevery page.

Margin Top: select top margin size from drop down list or youcan also insert manually.

Bottom: select bottom margin list from drop down listor you can also insert size manually.

Left: select left margin size from drop down list or youcan also insert margin size manually.

Right: select right margin size from drop down list orinsert size manually.

Default: if click on this button then your margin size will

be set according to default value.

Discount percent Having checked this option, you will be able to seediscount percent in the form.

Discount Amount This will show you total discount amount in the form ifyou check this option.

Tax Code Your tax code will be shown in the form if you check thisoption.

Tax Amount This option shows you tax amount if you select thisoption.

Net Amount This option shows you Net Amount in the form havingchecked this option.

Print bottom detail If you check this option then you will be able to takeprint bottom detail for the documents.

Print page No. This will simply print page no. for the document if you

check this option.

Print for companyname

This option gives you facility to print company name forthe documents.

Amount in word This option shows you amount in word format.Print Inclusive Tax With the help of this option, you will be able to take print

out of the documents along with the inclusive tax.

Your Bill Saving

Tender Amount Amount paid by customer at the time of billing is calledtender amount. And this amount appears in printed

document if this option is checked.

Footer Authorized Caption: only authorized user is allowed to

write caption in the footer section.Name: This field shows name for the signing authority.

Description Item Code: It shows item code in description field.Item Name: It shows item name in description field.

Item Specification: It shows item specification indescription field.

Barcode: It displays barcode in description fields.Barcode Description: It shows barcode description if

this box is checked.Inventory Group: it shows inventory group name if this

box is checked.Sales Person: It displays sales persons name in

description field.


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Business Rules-> Color Theme

BNG Business Suite-ERP Software provides color scheme which facilitates you to chooseyour desired color as per your choice and click on ok button to apply. Please see details intable mentioned below:


Color Theme You can choose different color theme from the drop

down list and by default color theme is BNG.

Form You can set forms background as well as foregroundcolor by simply click on color box and choose your

desire color.

Shape: You can set shapes back color as well as border color.

Frame You can set desired frame background and foregroundcolor by clicking on color box.

Grid Here you have multiple color boxes to choose and youcan set your grids color according to your choice.

Text Box/Combo Box You can set textbox color as well as combo box coloras per your choice.

Picture Box Picture box background color can be set by clicking on


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the color box.

Tab Set your tab color as per your choice.

Command Button Choose command buttons color from the color tool

box by simply clicking on color box.

Label Choose labels foreground as well as background color

Admin ->Setup ->Company:

With the help of setup option, you can set up your company as per your

requirements to suite your business goals click on save buttons. Fore more details

please see in table mentioned below:


Name In this field you have to insert company name.

Alias You have to insert alias company name as per your choice.

Address Enter address for this field.

Phone Enter phone number for this field.

Fax Enter fax number of the company for this field.

Email Insert email id of the company for this field.

Website Enter website of the company.

PAN NO. The permanent account number of the customers companyInsert PAN (permanent account Number) NO. For this field.

Admin ->Setup ->Branch:


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This option facilitates you to set up your branch as per your requirements to fulfillyour business goals. Only you need to fill the forms and click on add buttons. For

more details, please see in tables mentioned below:


Name During the branch setup, you have to enter your name.

Alias Insert alias name as per your choice.

Print Name Type print name for this field as per your choice.

Type

Controlling Branch Select controlling branch name from the drop down list fromwhere it is being controlled.

Address Type branch address for this field.

State Type branch state name for this field.

Phone Insert branch phone number for this field.

Fax Type FAX no. of the branch for this field.Email Write down company Email address of the branch for thisfield.

Weekly Off Select closing day from drop down list you want to keep

close your branch. By default it is Sunday.

Tax Tax:VAT:

LST NO.:CST NO.:


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Admin ->Setup ->Voucher Type:

You can set up your voucher type as per your requirements to suites your business

goals and click on add button. Details have been mentioned briefly in tablementioned below:


Name Voucher name is the unique name, which is displayed in

Transaction form. You can change it as per your requirement.

Print As Voucher printing name is only used for printing purpose. Itcan be differ from voucher name.

Book Name By default, Book name is created for all the vouchers. First of

all, we select an appropriate book name from the given listand others then.

Voucher Type &

Alias

You can select voucher type from the drop down list .Here

you enter a suffix as voucher alias. suffix refers to thetext(alphabetic/numeric) that appears to the beginning of the

voucher number.


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Sequence Type You can select the sequence type from the given options,Daily, Weekly, Monthly and Yearly. Let us understand all the

above with the help of an example. Vimal clothing companyhas specified SAVas prefix and, 1is starting number and daily

as Sequence for the retail voucher. Now when the companyenters a retail voucher on 25-10-2008, the first voucher

number will be SAV1, second voucher number will be SAV2and so on. As the company has selected Daily as sequence

type, SAV1 will be the voucher number for the first voucherentered on 26-10-2008.

Start From Here you enter the starting number of the voucher.

Linked Default Unit: In default unit we select the unit types as stock

or pack.Account Name: Here we select the account name as per

voucher type name. Suppose a company have more then onebranch at different location and company transfers their stock

to these locations through the stock transfer out document.And company wants separate transfer voucher number series

for each branch documents. In this case you will create aseparate transfer voucher for each branch and in account

name field branch account will be mention.Attribute Base: select attribute base type from drop down

list. There are tow types of attributes give below:

Direct: if you select this option then you have to typethe item attributes manually in the form i.e. attribute

size, color, style etc. Dynamic: if you select this option from the drop down

list then you can insert item attributes dynamically at

form run time by selecting the list which appears

instantly by pressing F4 key or pressing search key forspecific item attributes which is already mentioned inproduct type.

Stop Cursor At: The position at which the cursor will be

placed at the time of retail billing. This is a functionalityprovided to ease the billing process.

Reference:

Table Type:Against document: In this field we select the option as

barcode, batch no, qty, rate, discount etc. to define the cursor

placing after entering the item.Auto Fill Document: Auto fill document option works same

as against document option. the only difference is auto filldocument picks all the data and show it in the transaction

form. after that you have option to keep same order orchange it as per your requirement. Lets understand it by an

example .after receiving a order from customer side you wantmake a invoice against that order to keep track of all the

information of order and sales invoice. In this case you selectthe order number from orders option and it shows all the


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details part:Required Authorization: This option is used for authorized

a document. Suppose In vimal clothing company, purchasedepartment makes a purchase order of a customer but

department head wants to his authorization before processingof the order. After check on this option, any document which

is not authorized, will not followed to the processing. Aftercheck the order, department head will click on lockbutton in

the form to authorize the document. Now this order will befollowed to the next step.

Multiple Authorizations: Multiple authentications work

same as required authentication. Only difference is that ifnumbers of people who will authorize the document are more

then one. After check on this option a new window will open.In which you can mention the authorized persons name and

their sequence to authorize the document.

Type Consignment:Consumable:

Finished:Fixed Assets:

Non Stock:Packing Material:

Raw Material:Semi Finished:

Services:Z Type:

Debit Bank:

Branch:

Customer:Employee:

Supplier:

Sale:Service Tax:

Admin ->Setup ->Print Copy:

This option facilitates admin to set voucher name and their associated print file name andclick on save buttons. For more details, please see in table mentioned below:


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SelectVoucher

Name

Select voucher name from drop down list and thisvoucher name appear at the time of printing invoice.

Print Name Type print name as per your choice.

Admin ->Balance Transfer->Account:

This option facilitates admin to transfer any account where he/she wants to transfer.Only you need to mention branch name, accounts name and click on start button and

this will start to transfer account. For more details, please see table mentioned

below:


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Year From: insert starting year since when you want totransfer an account to specific branch.

To: insert last year for this field you want to transfer to aspecific branch.

Branch Select branch from drop down list you want to transfer anaccount.

Transfer Profit &Loss Account

If you check this box then you will be able to transferprofit & loss account too.

Admin ->Balance Transfer->Stock:

BNG Business Suite-ERP software provides better technique to transfer stock

where you want to transfer. Select appropriate option and click on start button andthis begins stock transfer. For more details, please see detailed table mentioned

below:


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Year From: select starting year from drop down list since when youwant to transfer your stock to the destination branch.

To: Insert last year for this field.Branch Select branch name from drop down list you want to transfer

stock.

Admin ->Security Manager->Users:

BNG Business Suite-ERPsoftware provides you to create and manage user tofulfill your business goals. Only you need to give userID, password and select

appropriate option from the drop down list and click on add buttons. To see moredetails please see table mentioned below:


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User Id Here , you can create user by inserting user Id.

Name By default it takes user Id name but you can also changeyour name as per your choice.

Password Set password as per your choice for this field.

Type Select type from the drop down list i.e. user, admin, andsystem.

Branch Select branch name from the drop down list for which user isbeing created.

Department Select department from the drop down list for which user isbeing created.

Email Enter your email Id for this field.

Rights(can do) Change Rate: if you select this option then you will be able

to change rate of the item.Sale Return in Retail: if this option is checked then user is

allowed to return item which had been sold to the customer.Discount in sale Bill: with the help of this option you will be

able to give discount in sales billing.Retail Bill Discount Limit: you can set discount limit for

particular user so that he/she can give discount to thecustomer at the time of billing. You can set discount in

percentage or rupees.

Admin ->Security Manager->Rights->Modules:


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BNG Business Suite Retail-ERP software facilitates admin for granting andmanaging privileges to user as far as security is concerned. Here you can grant

module rights to specific user click on save buttons. For more details, pleas seedetails in table mentioned below:


Select Users Select user from the drop down list you want to grant

module rights.

Select All If you check select all option then user will have rights forall modules.

Admin ->Security Manager->Rights->Menu:

You can grant menu rights to the specific user. Select appropriate user name,module name, branch name for which you want to grant menu rights and click on

save buttons. For more details, please see details in table mentioned below:


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User Name Select user name from the drop down list you want to grantmenu rights.

Module Name Select module name from the drop down list for which youwant to grant menu rights.

All If you enable this radio button then you are permitted toaccess every branch along with head office.

Particular With the help of this radio button, you are allowed to access

particular branch/head office which you select from the drop

down list.

Select All Add: if you check this option then it will allow you to add

records.Edit: you can edit also if you select this check box.

Delete: you can delete record if you check this box.View: you can only view records only by enabling this

option.Print: By enabling this option, you can print records.

Authorized: if you check this option then you are allowedto change or modify records.

Cancel: with the help of this option, your records will becancelled.

Tools: if you check this option then you will be granted touse tools menu in the modules for which you have been

granted. There are some features is given in tools menu

which is given below:-Export to Excel: you can directly export file into Excel

format.Retrieve from Excel: you can also retrieve data from Excelworksheet directly.

Capture Text File: you can capture text file from sourceeasily.

Admin ->Security Manager->Lock->Branch:


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it also facilitates you to lock particular branch for specific purpose. You need tomention date as well as branches and click on save buttons. Please see table details

mentioned below:


Branch Locking Date From: An authorized user can lock the branch andyou just have to type starting date since when you want to

lock the branch.Date To: type last date for this field and this will enable to

lock branch from starting date to last date which youmentioned for this field.

Branches Select branch from branch list which you want to lock.

Admin ->Security Manager->Lock->Accounts:

To lock accounts, you just need to mention account type and date and it will lock

the account of users for till the given date. See details mentioned in table below:


Filter By Select option from the drop down list which you want toselect. Basically this option is given for filtering purpose on


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the basis of which account is locked by an authorized user.i.e. Individual Account, Account type, Account Group,

Credit Limit, Due Date, No transaction.

Grace An authorized user has permission to insert grace day and

after reaching maximum grace day period, the account willbe locked.

Filter Value Account Locking Date From: Insert starting date for this field since when

you want to lock the party account.Date To: Insert last date for this field.

Reason: Type sufficient reason to which account has beenlocked.

Admin ->Security Manager->Authorizations->Master:

To make an authorized user, you have to mention name and alias and click on add

buttons. Please see details in table mentioned below:


Name Type name of the authorized user for this field.

Alias Type alias name for authorized user as per your choice for this

field.

Admin ->Security Manager->Authorizations->Rights:


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Administrator has rights to facilitates authorization rights to the user he wants. Only youneed to select users from the drop down list and authorization name and click on save

buttons. For more details, please see table descriptions given below:


Select Users Select users name from the drop down list you want to grantrights.

Select All After checking this option, you will have granted all rights.

Admin ->Tools->New Updates:

BNG Business Suite Retail-ERP supports better updating mechanism. It hasgreater flexibility as well as adaptability to adopt new updates file for making

software up-to-date. Seeing the business demands of customers in corporate sector,BNG Business Suite Retail-ERP designed an interface through which you can update

your software by executing new updates (Features added later on to the software)automatically only you have to mention last update date and click on Update Now

button. It starts updating and shows you current status. To see more details, please

see detailed table description given below:


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Last Update Date When new updates windows opens it shows last update dateand you can manually change your date from where you want

to run updates.Show Message When you click on this button then it will show you proper

message related to updates.

Status It shows the current status of file which is being updated.

Error If any error occurs related to updates then it shows errormessage after clicking on this button.

Message This option shows you proper message pertaining to updates.

Admin ->Tools->Re-Arrange Voucher

This option facilitates admin to re-arrange voucher no. of particular voucher type.

This situation occurs when any user deletes voucher no. and insert manually then itssequence gets altered and further it creates problem. In this case, select voucher

type from the drop down list and click on process buttons. It shows you alertmessage and ask whether you want to proceed or not. If you click on ok then your

all voucher no. will be re-numbered automatically. To see more details please seetable descriptions given below:


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Voucher Type Select appropriate voucher type from the drop down list.

Process INDENT: your all indent no. will be re-numbered if you

select this voucher type.ENQUIRY: Your enquiry no. will be re-numbered after

selecting this voucher type.

QUOTATION: If you select this voucher type then yourquotation number will be re-numbered.ORDER: after selecting this voucher type all order no. will

be re-numbered.DISPATCH: it re-arranges your dispatch no.

PACKING: it re-arranges your packing no.REQUISITIONS: it re-arranges your requisition no.

STN: it re-arranges your STN(Stock Transfer No.) no.

Admin ->Tools->Definitions->Alert

Administrator can set alert definition by selecting process name, user name from thelist and click on save button. It acts as a routine scheduler on the basis of which you

take decision. To see more details, please see table descriptions given below:


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Process Select process from drop down to which you want to setalert.

Show Insert no. of day for this field. Suppose you insert 5 then itshows you alert 5 days before.

user Select user from the given list to which alert is to bedisplayed.

Admin ->Tools->Definitions->Message

Administrator can also set message definition for particular user by selecting the

specific process name and click on save buttons. To see more details, please seetable descriptions given below:


User Select user name from the drop down list.


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Process INDENT: if you select this process then message definitionwill be applicable for indent only.

ENQUIRY: if you select this process then message definitionwill be applicable for indent only.

Quotation: if you select this process then message

definition will be applicable for Quotation only.

Order: if you select this process then message definitionwill be applicable for order only.

Dispatch: if you select this process then message definition

will be applicable for dispatch only.

Packing: if you select this process then message definitionwill be applicable for packing only.

Requisitions: if you select this process then message

definition will be applicable for Requisitions only.

STN: if you select this process then message definition willbe applicable for STN only.

Admin ->Tools->Definitions->Reminder

It facilitates admin to set reminder definitions. Make proper setting and click on addbuttons. To see more details, please see table descriptions given below:


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Process Select process name by clicking on browse button i.e.indent, quotation, STN etc.

Show Insert no. of day for this field on the basis of which it

reminds you for specific purpose.

Start Date Select starting date since when you want to set reminder.Frequency Set frequency from the drop down list i.e. yearly, monthly,

daily.

Frequency Value Insert frequency value on which you set the reminder.

Particulars You can write down related information in the particularsfield.

Users Select user name from the list to which you want to setreminder.

Admin ->Tools->Definitions->User Log

BNG Business Suite Retail -ERP facilitates admin to see user log file. With the

help of this tool, admin can keep eyes on users login and logout activity. Selectcurrent status from the drop down list and click on update buttons. To see more

details, please see table descriptions mentioned below:


Current Status Logged In: if you select this option then it will show you

log in status for all users who is currently logged in with

the system.Logged Out: And if you choose this option then it will


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shows log out status for all users who has been loggedout.

All: if you select this option then it will show both log in aswell as log out status for all users.

Apply To All If you check this box then the setting will be applicable toall.

Admin ->Tools->Reports->View Log File->System

Administrator can view system log file easily on the basis of mentioned date in datefield. He/she can keep eyes on system error occurs for every user connected with the

system. It gives you brief description of system log file generated when systemrelated error occurs. Only you have to mention date and click on show button. To see

more details, please see table description mentioned below:


Date From Insert starting date since when you want to see systemlog file.

Date To Insert last date for which you want to see system logfile.

Admin ->Tools->Reports->View Log File->Delete

BNG Business Suite Retail-ERP software provides better tracing mechanism. If

any user delete files either by mistake or deliberately then admin can view thedeleted log file which had been deleted by particular user. In this way, possibility of


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software violation can be reduced to less by monitoring on users activity. To seemore details, please see table descriptions given below:


Date From Insert starting date since when you want to see deleted

log file.

Date To Insert last date for which you want to see the deleted log

file.

Admin ->Tools->Reports->View Log File->Transaction

BNG Business Suite Retail-ERP provides better auditing tools mechanism.

Admin has rights to view transaction log file where auditing is concerned. Selectappropriate option and click on show button. It gives you brief description related to

transaction log file. To see more details, please see table descriptions given below:


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Voucher Type Select Voucher type from the drop down list.

Transaction Choose transaction from the list i.e. Add, Edit.

Date From Insert starting date since when you want to see

transaction log file.Date To Give last date for which you want to see transaction log

file.

Admin ->Tools->Reports->Check List->Accounts

Admin can view account list by selecting appropriate list and clicking on show button.It shows you brief description of account. To see more details, please see table

descriptions given below:


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Branch Level Select branch level from the drop down list.

Branch Type Choose branch type from the list.

Type Select type from the drop down list.

Date From Insert starting date from the drop down list.

Till Date Insert last date from the drop down list.

Admin ->Tools->Reports->Check List->Inventory

To see inventory list, you have to select appropriate list and click on show buttons. It

shows you inventory list details. To see more details, please see table descriptionsgiven below:


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Branch Level Select Branch level from the drop down list i.e. controllingbranch, head office etc.

Branch Type Select branch type from the drop down list.

Type Choose type from the drop down list.

Date From Mention starting date for this field as per yourrequirement.

Till Date Mention last date on the basis of which it displays you

inventory reports.

02 administration - business rules

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