cdr rollout

8/9/2019 Cdr Rollout

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VISAKHAPATNAM CDR ROLLOUT

URL for accessing CRM

Start Internal Explorer URL: http://crm.sdc.bsnl.co.in/

URL for accessing CLARITY

Start Internal Explorer URL: http://clarit.sdc.bsnl.co.in/

URL for accessing !MS

Start Internal Explorer URL: http://pms.sdc.bsnl.co.in:""""/

URL for accessing CRM Reports

Start Internal Explorer URL: http://er.sdc.bsnl.co.in/

User name /pss#ord$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$C%R&S'/C%R&S'

CRM Documentation!

CLARIT" Documentation#

TRA Documentation!$

PMS Documentation%$

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NPC MANUAL ORDERLogin with user-id & password

1) Go to customer Accounts (Screen tab)2) Click on Customer Account List ( Link)) Click on !"#$) "nter Account !ame and Account %pe'

Gie C%L*S to sae+ !ote down customer ,.) rill down on Account !ame link/) Click on Addresses ( iew %ab)0) Gie 2 addresses

Installation address (Gie details like ouse no+'illage ' citmandal 'state ' district ' main localit ' sub localit)

%o sae the details gie C%L*SClick on 34 Billing address5 ,6 billing address and ,nstallation address are same thenclick on menu ' cop record and change the record as billing recordother wise add billing address like installation address+

7) Click on contacts ( iew tab)8) Click on !"#

"nter details like title' surname' name' pre6erred communication 'contact no+)

19) Click on :illing Accounts (;iew tab)

11) Click on !"#"nter the details5Contact last name ' :illing ac tpe("


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NPC WITH BROADBAND

1+ >B%3 ;AL,A%" %" B3C">" ,S SA" AS A!>AL 3"2+ CL,C4 3! D3LL3# 3! :: 3"2+ S"L"C% :3A:A! 3B%,3! (B"BA, B3S%BA,)+ CL,C4 3! C>S%3,E"$+ S"L"C% :: BLA!.+ S"L"C% 3" %?B"/+ S"L"C% "B3S,%

0+ S"L"C% ,!S%ALLA%,3!7+ CL,C4 3! 3!"8+ %?B" >S" ,19+ %"! C3" 3#! A! CL,C4 3! %" (*) A4 3D %":3A:A!11+ S"L"C% B3>C% AS :3A:A!12+ %"! CL,C4 C"A%" "A,L1+ G,;" 3!" >!,F>" "A,L ,1$+ >S" C%L*S %3 SA;"

1.+ CL,C4 3! >S", C"A%,3! :>%%3!1/+ CL,C4 3! "A!!3%"10+ CL,C4 3! LA!L,!" 3" :>%%3!

17+ CL,C4 3! 3" !>:"18+ CL,C4 3! S>:,% 3"29+ CL,C4 3! C,L 3"21+ CL,C4 3! S>:,% 3"

PROVISIONING OF BROAD BAND FOR WORKING LINES

Steps to 6ollow5

1) Login with CS user-id and Bassword+

2) rill down on Serices ( Screen tab)) tpe the Serice-id & click on go$) drill down on Account name and naigate to account summar iew+.) dropdown on order sub tpeH Ield and select broadband proisionH/) click on modi6H ( button) ( an order will be generated )0) click on cutomi@e ( 6or broadband line item)7) click on broadband and click on cutomi@e smbol8) click on one o6 the bb plans ( committed' home' combo plans) ( what eer be the plan 6or Landline that will be modiIed

automaticall i6 we select combo plans)19) click on modem tpesH11) select one o6 the modems and click on cutmomi@e icon

12) select modem-ac=uisition tpeH 6rom the list1) select modem-installation-re=uiredH ( ? or !)1$) click on done+1.) Again click on customi@e and click on customi@e icon1/) click on deposit scheme and select one o6 the schemes10) click on ental scheme and select one o6 the schemes17) click on ,nstallation Scheme and select one o6 the Schemes18) Click on done+29) %pe the user-id 6or :: in the order detailed iew+21) Click on the * smbol at Line ( tree) & click on e


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2) click on create new mailH button in :roadband e-mail list2$) tpe the mail-id ( simple name)( create the no+ o6 emails as per the

plane selected + Dor .99 plan onl one email will be allowedincluding primar)

2.) Click on >ser-id creationH2/) Click on demand noteH20) Click on submit orderH27) e6resh the order ( alt * enter) the status will be changed to in progressH28) Click on :roadband ilestonesH iew tab and check the status o6

the order and diJerent stages+

VOLUNTARY CLOSURE

Steps to 6ollow5

1) Click on Serices (Screen %ab)2) Fuer with Serice-id) rill down account name$) rop down order sub tpe.) Select disconnect/) Click on disconnect ( iew tab)

0) Login to CS retention user id ( csrrtn' csrrtn)7) Select the related actiit based on the order number8) Click on approe19) Login to CS? ( csrhd' csrhd)11) click on the actiit12) click on close1) click on submit ( iew tab)

Change of Ind!a"o#

Steps to 6ollow5

1) Click on Serices & click on =uer2) %pe serice-id) Click on Account name$) rop down order sub tpe.) Select change indicator/) Click on odi6 ( iew tabs)0) Click on line items7) Click on customi@e8) Click one done19)Click on aailable nos11)Select one no and click on ok

12)Click on resere no1)Click on accessor check1$)Click on alidate1.)Click on demand note1/)Click on submit order

Shf" $"ho%" !hange of nd!a"o#

1) Click on Serices on Screen tabs2) Fuer on Serice-id

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) %pe the Serice-id & go$) Click on addresses iew tab.) Click on new & enter the address/) Click on Account summar0) rop down the order sub tpe in iew record7) Select Kshi6t without change o6 number8) Click on shi6t

19) Click on more in6o iew tab11) rop down nature o6 shi6t and select immediate shi6t12) Click on Line items

1) customi@e1$) click on done1.) click on installation address icon and click on ok1/) Click on Accessor check10) click on alidate17) click on submit order18) Check the status 5 in progress29) click on milestones21) check the status at arious stages+

Shf" $"h !hange of nd!a"o#Steps to 6ollow5

1) Click on Serices (Screen tab)2) Click o6 =uer) %pe Serice-id ( %el+ !o) & click on go$) Click on account name.) Click on addresses & tpe new address/) Click on Account Summar0) rop down order sub-tpe and select shi6t with tel+ !o+7) Click on shi6t8) Click on more in6o drop down nature o6 shi6t and select

,mmediate8) Click on line items19) Click on installation icon and select new address & ok11) Click on customi@e & done12) Click on aailable numbers' resere number'Accessor check' ;alidate & Inall submit order+1) Click on parent on the iew tabs and check the status is discon+ (parent is the old number which should be disconnected)1$) Click on the child on the iew tabs and check the status is comp ( Child isthe new number)1.) Click on serices' serice-id' ac summar and check the order status+

Change "he B&&ng Add#e''

1) Click on serice re=uest (screen tab)2) Click on S list Fuer 6or Serice-id rop down re=uest tpe and select billing related rop down change tpe and select billing update rop down change sub tpe and select billing update own right update the new billing address

Click on submit

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Change of B&& F#e(%en!)

1) Click on serice re=uest (screen tab)2) Click on S list) Click on new %pe the serice-id rop down e=uest tpe and select as billing related rop down Change tpe and select bill 6re=uenc update rop down Change sub tpe and select monthlbi=uarterl own right update the 6re=uenc & bill period Click on submit A re=uest will be generated and passed onto A3(%)+ %o see the status

3n top le6t select the all @onal re=uests and eri6+

REFINANCE

1) Click on Serices Screen %ab2) Fuer with Serice-id) rill down billing Account no+ 6or billing account applet+$) drill down on billing account no+ 6or detailed iew

.) click on reInance iew tab/) Dill the 6ollowing Ields in the applet !o+ o6 ,nstalments5 BS amount 5 BS receipt no+ 5

0) >pdate the amounts in the instalments7) Submit+( %he re=uest id gets routed to A3(%) and will be aailable in

the Alerts in A3(%) ome+8) Login to A3(%) with same password+19) rill down the e=uest-id in Alerts o6 A3(%) ome11) click on approe a6ter entering the comments+

!ote5 A3(%) can change the no+ o6 instalments and instalment amount+12) Check the status o6 the re=uest through customer Account summariew+

TROUBLE TICKETING * COMPLAINTS+

1) CL,C4 3! %3>:L" %,C4"% ( SC""! %A:)2) CL,C4 3! C3BLA,!%S) CL,C4 3! !"# ( ;,"# %A:) ( !"# 3C4"% #,LL :" 3B"!")$) %?B" S";,C" M, & B"SS %A:.) 3B 3#! C3BLA,!% %?B" ( %"C!,CAL' :,LL,!G' 3%")/) 3B 3#! 3! C3BLA,!%-S>: %?B" A! S"L"C% "LA%" ,%"0) %?B" S3" %,!G 3! ,SC,B%,3!7) SA;" ( C%L*S)8) ,LL 3#! 3C4"% !>:"

CL,C4 3! S>:,% ( ;,"# %A:)( 3bsere the sub status as assigned to,%3 A! !3%" %" 3C4"% !>:")

AUTO ORDER FOR NPC1) Click on contacts2) Click on contacts list) Click on !"#

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$) "nter the Ields.) Click on !ame 6or ( detailed list iew)/) Click on addresses0) Click on !"#7) "nter 2 addresses ( installation' billing)8) Click on ouseoor no+ ,con19) Click on !"#11) "nter the details12) click on sae & click on 3k1) click on ,nstallation ' click on anu and cop record

6or :illing and :illing correspondence addresses1$) click Sae ( ctrl * S)1.) click on Auto 3rder1/) Click on :illing Account( new billing ac record will be

created)10) rop down on :illing Account Status17) Select one name18) rop down on :illing 6re=uenc and select bill period29) rop down on billing tpe and select one item21) rop down bill period and select22) rop down on ural>rban and select rural& sae2) Click Line items (iew tab)

2$) Create !"# line items+2.) Click C>S%3i@e (product conIguration screen)2/) Select plan' 6acilities calling leel' etc+20) Click 3!"27) Click 3! A;A,LA:L" !>:"S28) Select a phone no+ (serice id)9) Click on "S";" !>:"1) Click on ACC"SS3? C"C4 2) Click on ;AL,A%") Click on "A! !3%"$) >!" "A! !3%" (;,"# %A:) click A4"

BA?"!%

.) Click on submit order/) Click ilestones (iew tab)0) Cop serice id7) Go to Serices & check+

C%R(CLARITY

CONTENTS:

S&NO CONTENT PA'E NO&

) S*+RTCUT ',YS - I+0 !AT* 1

1 +R%,R TY!, 2 +R%,R SU TY!, 2 S,R&IC, TY!, 3

3 %!4 !ILLAR4 M%54 S6ITC* AMI7 C+&,RSI+S 3

8 6+R'7R+U! AMI7 C+&,SI+S 3

9 C*A7, L+7I !R+C,%UR, 3

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!C/R,C+,CTI+ 8

" R+A%A% !R+&ISI+

; %ISC+,CTI+ or CL+SUR, $ LA%LI, ;

< ACC,SS+RY C*A7, <

)= 5ACILITY C*A7, )=

)) 5AULT $ LA%LI, >5RS? )=

)1 5AULT $ R+A%A% ))

)3 I&,T+RY 2 &I,6 M+%, )1

)8 I&,T+RY 2 A%% %!4!ILLAR4M%5 )3

)9 I&,T+RY 2 %,SI7I7 %!4!ILLAR4M%5 )3

) 7,,RAT, UM,R )8

)" UM,R MAA7,M,T S,ARC* )8

); C*A7I7 6+R'7R+U! )8

)< A%% ,6 ,M!L+Y,, )9

1= MS+ )9

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S*+RTCUT ',YS

R,5R,S* $ 5; SA&, $ 5)= L+& $ 5< @U,RY $ 5 " - 5 ;

IS,RT 2 5 %,L,T, 2 S*I5T 5

Note(

All oBr Tass #ill come to oBr InboD.

Pat) to In*ox(

Clic !roEisioning Screen $F InboD $F 6or +rders/Tass $F !roEide 6orgroBp4 5rom%ate and To %ate $F Clic S,T bBtton.

*ere oB can Eie# all oBr tas belongs to that #orgroBp oB selected.

%oBble clic on SerEice order of I!R+7R,SS statBs tas to proceed oBr #orG

If oB doBble clic on SerEice order of other than inprogress statBs tas4 then oB canEie# details in R,A% mode.

SC,ARI+HS +R%,R TY!, +R%,R SU TY!, S,R&IC, TY!,

NPC +LL, CR,AT, !R+&ISI+ LA%LI,

VOLUNTAR" CLOSURE+LL,

%,L,T, %ISC+,CT LA%LI,

ACCESSOR" CHAN'E+LL,

M+%I5Y ACC,SS+RY LA%LI,

-ACILIT" CHAN'E +LL, M+%I5Y 5ACILITY LA%LI,

.. PROVISION M+%I5Y !R+&ISI+ LA%LI,

.. DISCONNECTION M+%I5Y %ISC+,CT LA%LI,

LL -AULT 5AULT ,D: !*+, %,A% LA%LI,(5LT

.. -AULT 5AULT,D: A%SLM+%,M LI'

5AILUR,

LA%LI,(5LT

SHI-T IMMEDIATECR,AT, -%,L,T,

S*I5T IMM,%IAT,6IT* or 6/+ UMC*A7,

LA%LI,

SHI-T /ITH CRDCR,AT, -%,L,T,

S*I5T 6IT* CR%6IT* or 6/+ UMC*A7,

LA%LI,

SHI-T /HEN -EASI.LECR,AT, -%,L,T,

S*I5T 6IT* CR%6IT* or 6/+ UMC*A7,

LA%LI,

PCO CR,AT, !R+&ISI+ !C+

/LL CR,AT, !R+&ISI+ 6LL(5I0,%

ISDN CR,AT, !R+&ISI+IS%(!RI or

IS%(RICENTRE0 CR,AT, !R+&ISI+ LA%LI,

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%!4 !ILLAR4 M%54 S6ITC* AMI7 C+&,RSI+S

T"PE CONVERSION E0AMPLE TOTAL1DI'ITS

%! SSS,,,!!!!%%%%% M%UT'M=0))====1 )9

!ILLAR SSS,,,!!!! M%UT'M=0)) )=

M%5 SSS,,,M=) M%UT'MM=) <

S6ITC*SSS,,,+=)>+C?SSS,,,,=)>,6S%?SSS,,,C=)>C%+T?

M%UT'M+=)M%UT'M,=)M%UT'MC=)

<<<

6+R'7R+U! >67? AMI7 C+&,RSI+S

/'1T"PE CONVERSION E0AMPLE

+UT%++R 67 SSS,,,(+% M%UT'M(+%

I%++R 67 SSS,,,0=)(I% M%UT'M+=)(I%

M%5 67 SSS,,,(M% M%UT'M(M%

LI,MA 67 SSS,,,!=)(+% M%UT'M!13))C=)(+%

T+ 67 SSS,,,(+% M%UT'M13))C(+%

IITIAL T,STI7 67 SSS,,,(IT M%UT'M(IT

5IAL T,STI7 67 SSS,,,(5T M%UT'M(5T

I 67 SSS,,,(I M%UT'M(I

,0C*A7, 67 SSS,,,(S+ M%UT'M(S+

Note(SSS 2 SSA C+%, >3 %I7ITS?,,, 2 ,0C*A7, C+%, >3 %I7ITS?!!!! 2 !ILLAR C+%, >8 %I7ITS?%%%%% 2 %! C+%, >9 %I7ITS?M 2 M%5 2 T+ C+%, >9 %I7ITS?

CHAN'E LO'IN

C+!Y 6+R'7R+U! 5R+M S,R&IC, +R%,R SCR,,

CLIC' C+TACTS SCR,,

@U,RY T*, 6+R' 7R+U!

C+!Y *RMS +. +5 T+

CL+S, ALL T*, SCR,,S

CLIC' A!!LICATI+ SCR,,

CLIC' ACC,SS RI7*TS

CLIC' C*A7, L+7I

,T,R US,R I% - !ASS 6+R% AS *RMS +. +5 T+

CLIC' L+7I UTT+

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I, NPC2RECONNECTION

ORDER T"PE( CR,AT,ORDER SU. T"PE( !R+&ISI+ >!C?

S*I5T J..>R,C+,CTI+?SERVICE T"PE( LA%LI,

TASKS()? I%,TI5Y LI,MA1? +UT%++R3? M%5

8? I%++R9? 5IAL T,STI7

PROCEDURE(

3, IDENTI-" LINEMAN(

CLIC' + STATUS >I!R+7R,SS?

CLIC' A&I7AT+R UTT+

%+UL, CLIC' + S,L,CT LI,MA

S,L,CT LI,MA

CLIC' +' UTT+


CLIC' L+& - C*A7, STATUS T+ C+M!L,T,%

SA&, - R,5R,S* SCR,, >S,R&IC, +R%,R SCR,,?

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!, OUTDOOR


CLIC' &I,6 6+ UTT+

CLIC' A&I7AT+R UTT+

%+UL, CLIC' + CIRCUIT ,%IT SCR,,

%,SI7 CIRCUIT)= $$ UM!,R $ %!1= $$ UM!,R 2 !ILLAR >oth I - +UT?3= 2 UM!,R $ M%58= 2 !*YSICAL 2 S6ITC*

SA&, - CL+S, SCR,,

CLIC' + STATUS >6+ SCR,,?

CLIC' L+& - C*A7, STATUS T+ CL+S,%

SA&, - CL+S, SCR,, >6+ SCR,,?

R,5R,S* SCR,, >S,R&IC, +R%,R SCR,,?

%, MD-


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, M%(IS(LI,(+' KYH +R KH



SA&, - CL+S, SCR,, >6+ SCR,,?


$, INDOOR 4 5, -INAL TESTIN'


CLIC' L+& UTT+

C*A7, STATUS T+ C+M!L,T,%


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II, .ROAD.AND PROVISION

ORDER T"PE: M+%I5YORDER SU. T"PE( R+A%A% !R+&ISI+SERVICE T"PE: LA%LI,

TASKS()? (M%51? (+UT %++R

PROCEDURE(

3, ..1MD-


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, (,T6+R'(TY!, !1.1 or !3 !R+&I%, (RAS/7(I!

!R+&I%, (%SLAM(I!

!R+&I%, (I,R(&LA >Range bet#een )1;$)=;"?

!R+&I%, (+UT,R(&LA >Range bet#een )==$8=6+ SCR,,?


A, -OR P!&! NET/ORK(

TASKS(

). (M%51. (5,ASIILITY3. (!1.1 ACTI&ATI+8. (+UT%++R9.

PROCEDURE(

!& ..1-EASI.ILIT"


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, (5,ASIILITY KYH +R KH


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14/38


SA&, - CL+S, SCR,, >6+ SCR,,?


%& ..1P!&! ACTIVATION




$& ..1OUTDOOR


CLIC' &I,6 6+ UTT+

CLIC' C+ST,% IT,MS TA

!R+&I%,% M+%,M ,S +.



SA&, - CL+S, SCR,, >6+ SCR,,?


., -OR P% NET/ORK

TASKS(

3& ..1MD-!& ..1OUTDOOR%& ..1NI.1DONE

PROCEDURE(

!& ..1OUTDOOR


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, (5,ASIILITY KYH or KH

!R+&I%, (M+TI&,/+M+TI&,(M+%,M


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15/38

!R+&I%, M+%,M ,S +.



SA&, - CL+S, SCR,, >6+ SCR,,?


%& ..1NI. DONE

IT IS A SYST,M TAS'4 IT 7,TS C+M!L,T,% AUT+MATICALLY.

III, DISCONNECTION or CLOSURE LANDLINE

ORDER T"PE( %,L,T,ORDER SU. T"PE( %ISC+,CTSERVICE T"PE( LA%LI,

TASKS(

)? I%++R1? M%53? +UT%++R8? 5IAL T,STI7

PROCEDURE(

3& INDOOR


CLIC' L+&4 C*A7, STATUS T+ C+M!L,T,%


!& MD-


CLIC' &I,6 6+ UTT+



SA&, - CL+S, SCR,, >6+ SCR,,?


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16/38

%& OUTDOOR


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, +%(ACC(C+LL,CTI+(STATUS

!R+&I%, +%(ACC,SS+RY(5,,%AC'



SA&, - CL+S, SCR,, >6+ SCR,,?


$& -INAL TESTIN'




IV, ACCESSOR" CHAN'E

ORDER T"PE( M+%I5YORDER SU. T"PE( ACC,SS+RY

SERVICE T"PE( LA%LI,TASK( +UT%++R

PROCEDURE(OUTDOOR


CLIC' &I,6 6+ UTT+


%,L,T, ,0ISTI7 ACC,SS+RY I5 R,@UIR,%

,T,R ,S +. 5+R ,6 ACC,SS+RY



SA&, - CL+S, SCR,, >6+ SCR,,?


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17/38

V, -ACILIT" CHAN'E

ORDER T"PE( M+%I5YORDER SU. T"PE( 5ACILITYSERVICE T"PE( LA%LI,TASK( I%++R

PROCEDURE(INDOOR

CLIC' 5,ATUR,S TA

C*,C' - !R+&I%, 5ACILITY




VI, -AULT LANDLINE +-RS,

ORDER T"PE( 5AULTORDER SU. T"PE( !*+, %,A% >,Dample?SERVICE T"PE( LA%LI,(5LT

TASKS(). T,STI71. 5IAL T,STI7

PROCEDURE(3& TESTIN'

CLICK TEST RESULTS .UTTON

,T,R T*, M,ASUR,% &ALU,S

SA&, - CL+S, SCR,, >T,ST R,SULTS SCR,,?

CLIC' &I,6 6+ UTT+



SA&, - CL+S, SCR,, >6+ SCR,,?


Note( If the MeasBred &alBes are Earies from predefined range4 the reBired Tass #ill insert.

!& -INAL TESTIN'


CLIC' L+&


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18/38

SA&, - R,5R,S* SCR,, >S,R&IC, +R%,R SCR,,?6 OUTDOOR


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, TT(5AULT(CL,ARAC,(C+%,



SA&, - CL+S, SCR,, >6+ SCR,,?


VII, -AULT.ROAD.ANDORDER T"PE( 5AULT

ORDER SU. T"PE( A%SL M+%,M LI' 5AILUR, >,Dample?

SERVICE T"PE( LA%LI,(5LT

TASKS(). T,STI71. (M%53. 5IAL T,STI7.

PROCEDURE(

3& TESTIN' CLICK TEST RESULTS .UTTON

,T,R T*, M,ASUR,% &ALU,S

SA&, - CL+S, SCR,, >T,ST R,SULTS SCR,,?

CLIC' &I,6 6+ UTT+



SA&, - CL+S, SCR,, >6+ SCR,,?


Note(If the MeasBred &alBes are Earies from predefined range4 the reBired Tass #ill insert.

• OUTDOOR(


CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA


- 18 -


19/38



SA&, - CL+S, SCR,, >6+ SCR,,?


!& ..1MD-(

CLIC' + STATUS >I !R+7R,SS?

CLIC' &I,6 6+ UTT+

CLIC' ATTRIUT,S TA

!R+&I%, TT((5AULT(C+%,




SA&, - CL+S, SCR,, >6+ SCR,,?


%& -INAL TESTIN'(


CLIC' L+&



VIII, INVENTOR"

A? &I,6 M+%,:

CLIC' I&,T+RY SCR,,

CLIC' AR,A

TA', *I,RARC*Y AS SL(*I,RARC*Y

%+UL, CLIC' + +, >,D: S?

%+UL, CLIC' + CIRCL, >,0: T?

%+UL, CLIC' + SSA >,0: M%U?

*,R, Y+U CA &I,6 ALL T*, ,0C*A7, ,L+7S T+ !ARTICULAR SSA.

CLIC' + ,0C*A7, C+%, >,0: M%UT'M?

AT T*, L+CATI+ %,TAILS Y+U CA &I,6 ALL T*, %!4 !ILLAR4 M%5 %,TAILS T+T*AT !ARTICULAR ,0C*A7,

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AT T*, 67 %,TAILS Y+U CA &I,6 ALL T*, 6+R'7R+U!S 5+R ALL T*, S,R&IC,TY!, T+ T*AT !ARTICULAR ,0C*A7,

%+UL, CLIC' + ,0C*A7, C+%, >,0: M%UT'M?

*,R, Y+U CA &I,6 T*, , %,TAILS T+ T*AT !ARTICULAR ,0C*A7,

., ADD NE/ DP7PILLAR7MD-

CLIC' + I&,T+RY SCR,,

CLIC' L+CATI+/SIT,S

,T,R ,6 %! C+%, or !ILLAR or M%5 C+%, I AM,

,T,R %,SCRI!TI+

TA', TY!, 5R+M L+& %! or !ILLAR or M%5

TA', AR,A C+%, 5R+M L+& 6*,R, Y+U ,,% T+ A%% %! or !ILLAR

SA&, T*, C*A7,S

Note(!lease proEide proper aming ConEersion. YoB can Eerif aming ConEersiondetails at page no. 3.

c? %,SI7I7 %!4!ILLAR4M%5


CLIC' C+M!+,TS

CLIC' 5RAM,S

TA', ,0C* AR,A 5R+M L+& T+ 6*IC* %! or !ILLAR or M%5 Y+U 6AT T+%,SI7

TA', TY!, 5R+M L+& %! or !ILLAR or M%5

CLIC' I%,0

S,T T*, STATUS

SA&, T*, C*A7,S

N,T,R T*, AM,4 !+SITI+ A% !R+%UCT >L+&? AT 5RAM, UITS

SA&, T*, C*A7,S

CLIC' T++L !AL,TT, AT 5RAM, C+TAI,RS

CLIC' MAA7, S,R&IC, TY!, %,TAILS

!R+&I%, S,R&IC, TY!, I AM, 5R+M L+&4 ,T,R !RI+RITY

SA&, - CL+S, SCR,, >S,R&IC, TY!, SCR,,?

CLIC' UL' U!%AT, S,R&IC, TY!, I T++L !AL,TT,

!R+&I%, 5RAM, UITS4 START 5RAM, !+SITI+4 ,% 5RAM,!+SITI+4 S,R&IC, TY!,4 !RI+RITY

CLIC' U!%AT, UTT+ - CL+S, SCR,, >UL' U!%AT, SCR,,?

- 20 -


21/38

ote:N AM,: %! 2 Same as ,Dch Area

!ILLAR 2 A)4 ) M%5 2 ==$=1$=)

I0, 'ENERATE NUM.ERS


CLIC' UM,RS

CLIC' &+IC, UM,RS

CLIC' CR,AT,

,T,R START UM,R - ,% UM,R

!R+&I%, UM,R TY!, 5R+M L+&

!R+&I%, S6ITC* C+%, 5R+M L+&

!R+&I%, ST% C+%, 5R+M L+&

CLIC' 7,,RAT, UM,R RA7, UTT+

T+ MA', T*AT UM,R RA7, T+ A&AILAL, STATUS4 CLIC' S,T A&AILAL, UTT+

0, NUM.ER MANA'EMENT SEARCH>Searching the 8tatu8 o9 num*er8 in particBlar S#itch code?


CLIC' UM,RS

CLIC' &+IC, UM,RS

CLIC' MAA7,

!R+&I%, STATUS 5R+M L+&

!R+&I%, S6ITC* C+%, 5R+M L+&

CLIC' S,ARC* UTT+

Note( In Bmber Management Search oB can able to search b giEing an inpBts to thats#itch code.

0I, CHAN'IN' /ORK'ROUP

C+!Y 6+R'7R+U! T+ 6*+M Y+U 6AT T+ ASSI7

!AST, T*AT 6+R'7R+U! AT Y+UR 6+R'7R+U!

,T,R T*, C+MM,TS AT T,0T 5I,L%

SA&, T*, C*A7,S

- 21 -


22/38

0II, ADD NE/ EMPLO"EE

CLIC' C+TACTS

CLIC' ,M!L+Y,,S

,T,R I%4 AM,4 US,R I%

!R+&I%, ,M!L+Y,, %,SI7ATI+ 5R+M L+&

!R+&I%, 6+R'7R+U! 5R+M L+&

!R+&I%, 6+R'7R+U! CLASS 5R+M L+&

,T,R S,@U,C, +.

SA&, T*, C*A7,S

+T, %+6 T*, !ASS6+R%

CL+S, ALL T*, SCR,,S

CLIC' A!!LICATI+ SCR,,

CLIC' ACC,SS RI7*TS

CLIC' C*A7, L+7I

,T,R US,RI%4 !ASS6+R% A% %ATAAS,

CLIC' L+7I UTT+

,T,R +L% !ASS6+R%4 ,6 !ASS6+R%

CLIC' +' UTT+

0III, MSO +MA:OR SERVICE OUTA'E,

CLIC' SL CUST+M M,U

CLIC' MS+ %,TAILS

,T,R +!, R,MAR'S

!R+&I%, MS+ ,0C*4 C+M!+,T TY!,4 L+CATI+4 C+M! I%,0

S,L,CT CT +0HS

SA&, T*, C*A7,S

CLIC' MS+ IM!ACT STATUS TA

CLIC' 7,T IM!ACT

*,R, Y+U CA &I,6 T*, T,L,!*+, UM,RS C+M,S U%,R T*ATC+M!+,T

- 22 -


23/38

A9ter re8ol;in< t)e MSO pro*lem(

CLIC' SL CUST+M M,U

CLIC' MS+ %,TAILS

@U,RY T*, MS+ 6IT* MS+ I%

,T,R CL+S, R,MAR'S

C*A7, MS+ STATUS T+ CL+S,%

SA&, T*, C*A7,S

TO LOG ON TO MOCK TRA SERVER

- 23 -


24/38

TO Start : Click on Billing Account Screen TAB.

Click on Billing Account Screen List --link

Select Billing ccount nu!"er #ro! t$e list %%ere& or

Click on 'uer( n& enter "illing ccount nu!"er

Click on Billing ccount nu!"er on )ello* "r.

Adjustments

+our t(%es o# A&,ust!ents cn "e !&e ginst inoices

/ Billing A&,ust!ents / Tec$nicl A&,ust!ents

/ e"it A&,ust!ents / e%osit A&,ust!ents

Billing Adjustments

Click Billing Accounts screen. T$e Billing Accounts o!e ie* %%ers.

Click Billing Accounts List link. T$e Billing Accounts List ie* %%ers.

Select recor&. Click Billing Account u!"er. T$e Billing Accounts etil ie*

%%ers. Click A&,ust!ents ie* t". T$e Billing Accounts A&,ust!ents ie* %%ers.

nter t$e noice nu!"er Serice e'ueste& A!ount n& select eson n&

T(%e #or *$ic$ Billing A&,ust!ent nee& to rise& Click on Su"!it "utton. A#ter Success#ul Su"!ission Sttus *ill c$nge to Su"!itte& n& it *ill "e

Assigne& to concerne& AT.

t cn "e reconcile& #ro! :Assigne& To; #iel& to *$ic$ AT t$e corres%on&ing re'uestis ssigne&

n $o!e %ge Alerts< AT cn see ll t$e lerts %en&ing #or $is %%rol.

rill &o*n on t$e Alerts nu!"er *ill tke (ou to Billing Account Screen

AT cn A%%roe=e,ect=is%ute=essign "se& on t$e re'uest.

nter t$e lue #or A%%roe& A!ount n& Click on "utton Approe! A%%rol

te is uto-%o%ulte&. T$e Status #iel& is u%&te& *it$ t$e lue Approed.

Click Reje"t. nter t$e e,ecte& Co!!ents in t$e A%%roe&=e,ecte& Co!!ents

#iel&. T$e Status #iel& is u%&te& *it$ t$e lue Reje"ted. Click Reassign! List o# ATs *ill "e s$o*n so t$t t$e re'uest cn "e

ressigne& to t$e concerne& AT. Click #ispute! nter t$e is%ute co!!ents n& !ount. T$e Status #ile& is

u%&te& *it$ t$e lue #isputed!

Te"$ni"al Adjustments

e"te *ill "e gien to t$e custo!er i# BSL serice is &o*n #or !ore t$n

>rescri"e& nu!"er o# &(s.

- 24 -


25/38

# Trou"le ticket is in :%en; sttus #or !ore t$n %rescri"e& %erio& t$en

Tec$nicl A&,ust!ent recor& *ill "e uto crete& #ter +T ?+inl Testing##icer@ closing t$e Trou"le ticket.

Tec$nicl A&,ust!ent *ill "e :Assigne& to ; #or A%%rol. selects t$e

Trou"le Ticket Screen n& igte to A&,ust!ents. $s to A%%roe t$e A&,ust!ent "( %roi&ing nu!"er o# >ro%ose& &(s #or

*$ic$ A&,ust!ent nee& to "e gien. n click o# :A%%roe; Button "( t$e Tec$nicl A&,ust!ent sttus *ill "e

:Assigne& to AT;.

AT $s to %roi&e nu!"er o# A&,ust!ent &(s n& n click o# :A%%roe;Button sttus *ill c$nge to :A%%roe&;

#e%it Adjustments

e"it A&,ust!ents is use& to rise re'uest i# t$ere re &iscre%ncies relte& to

Custo!er Billing Accounts. e"it A&,ust!ent !ount is t$e !ount t$t $s to "e gien "( Custo!er to

BSL. n or&er to rise ne* e"it A&,ust!ent goto e"it &,ust!ents screen n& click

on e* "utton. nter t$e Serice e'ueste& A!ount n& Select Serice e"it T(%e.

Click on Su"!it Button. t *ill "e ssigne& to Concerne& AT.

AT cn A%%roe or e,ect t$e re'uest. AT enters t$e A%%rol A!ount

n& *ill click on :A%%roe; "utton.

#eposit Adjustments

T$e Billing Accounts ##line e%osits ie* %roi&es n o%tion to t$e custo!er

to c%ture t$e re'uest #or ##line &e%osit entries.

##line &e%osits re re'uire& to !itigte t$e igrtion relte& issues. n ot$er

*or&s # n( &e%osits re !isse& *$ile !igrting &t #ro! otso#t to C t$ene%osit A&,ust!ent cn "e rise& "( concerne& AT.

AT *$o is ttc$e& to Serice nu!"er rnge cn onl( rise t$e re'uest #or

o##line &e%osits. AT cn rise t$e re'uest i# t$e "illing ccount sttus is Actie or Account

Settle!ent e%osit &,ust!ents cn "e seen un&er &,ust!ents t" in Billing ccounts screen.

To rise ne* e%osit A&,ust!ents goto e%osit A&,ust!ents n& Click on e*

"utton. nter t$e Serice & e'ueste& A!ount n& select e%osit t(%e n& Action co&e

s %er re'uire!ent.

Click on Su"!it "utton. Sttus *ill c$nge #ro! >en&ing to Su"!itte& #terSuccess#ul su"!ission.

A%%roe n& e,ect "uttons *ill "e en"le&.

AT *ill enter A%%roe& A!ount n& click on :A%%roe; in cse o#

A%%rol .AT nee& to enter t$e co!!ents n& click on :e,ect; in cse o#

e,ection .

To V&E' (A)MENTS

- 25 -


26/38

>(!ents ie* *ill "e in uer( o&e

n t$is ie* ser cn ie* t$e %(!ents !&e in >S #or %rticulr Billing

Account &n Seri"es ie* +ser "an Vie* all t$e seri"es (resent ,or a (arti"ular

%illing A""ount

Re,und re-uest

T$e re#un& re'uest is initite& #ro! C n& sent to "illing #ter AT ?nu!"er rnge

"se&@ %%rol. T$e re#un& is t$e %rocess o# returning custo!er &e%osits or %(!ents.T$e &i##erent t(%es re#un&s $n&le& in t$e C s(ste! re

Account settle!ent e#un&

BB e%osit ?>ln=o&e!@ e#un&

BB r&er Cncelltion e#un&

+cilit( isconnection e#un&

r&er Cncelltion e#un&

erri&e e%osit e#un&

BB >ln e%osit e#un&

BB o&e! e%osit e#un&

Dcess >(!ent e#un&

Serice &isconnection re#un&

e#un& e'uest T(%es re#un& *ill "e uto!ticll( rise& #or

Account Settle!ent e#un&

BB r&er Cncelltion e#un&

r&er Cncelltion e#un&

erri&e e%osit e#un&

Account Settle!ent e#un& is in turn o# 2 t(%es

Erite ##

e#un& e'uest

'rite O,,

n t$is custo!er $s to %( to BSL i.e. t goes to A>ST #or A%%rol.

Re,und Re-uest

n t$is BSL re#un&s !one( to t$e custo!er. +irst it goes to AT #or %%rol n& t$en to ACAS #or closing t$e e'uest.

T(%es o# e#un& e'uest

%#ront

eDt Bill

+p,ront

- 26 -


27/38

CS c$nges t$e re'uest t(%e s u%#ront. T$en it goes to AT n& t$e sttus c$nges to

Su"!itte&. A#ter %%rol #ro! AT it goes to ACAS #or #inl %%rol.

Ne.t Bill

n t$is t$e !ount is &,uste& in neDt "ill. nitill( t$is re'uest is %en&ing *it$ AT.

A#ter %%rol #ro! AT it is in %%roe& sttus.

T$e e#un& >rocess cn "e "ro&l( clssi#ie& into #ollo*ing ste%s

Creting e#un& e'uest.

Select e#un& t(%e.

e#un& e'uest cretion resons.

nter t$e !n&tor( lues

Sing e#un& e'uest.

Alert goes to AT.

AT *ork list.

%en e#un& e'uest.

A%%roe or e,ect e'uest.

ACAS *ork list.

ntering t$e C$e'ue etils.

To nigte to t$e e#un& e'uest cretion screen

Fo to o!e >ge

Select Billing Account Screen

Select re'uire& Billing Account

Select e#un& T" "elo*

Click e* Button

n t$e e#un& re'uest screen enter t$e e#un& t(%e e#un& reson co&e Serice & n& e'uest A!ount.

T*o e#un& e'uest t(%es re il"le. Selecting e#un& t(%e s :%#ront; it

*ill go to AT n& t$en to ACAS n& Actiit( *ill "e crete& #orACAS. # *e select :eDt Bill; it *ill go to AT n& re#un& !ount *ill "e

&e&ucte& in neDt "ill. Select e#un& eson Co&e s t$e( re o# !n( t(%es s s$o*n in Screen s$ot.

er &isconnection re#un& is selecte&.

nter t$e !n&tor( lues .Click on Su"!it "utton.

nce Clicking on t$e su"!it "utton T$e re'uest *ill ssign to concerne& AT.

AT nee& to "e %%roe or re,ect t$e re'uest.

nce logging *it$ AT Cre&entils t$e e#un& re'uest cn "e

seen in ATGs o!e%ge *it$ Alert u!"er Serice & essge

"o&( >riorit( n& He(*or&. B( clicking on ( Alerts AT cn see t$e Alerts in &i##erent Screen.

rill &o*n on t$e %rticulr lert nu!"er n& AT nigtes Billing

Account Ie#un& ie* +or A%%roing t$e e'uest enter corres%on&ing !ount in t$e #iel&

JA>> AT/ n& enter t$e co!!ents.

- 27 -


28/38


29/38

T$e eDcess %(!ent re#un& is rise& *$en t$e custo!er !kes n eDcess

%(!ent ginst t$e "illing ccount n& *nts t$t %(!ent to "e re#un&e&i!!e&itel(.

T$is is t$e onl( re#un& t(%e *$ic$ cn "e rise& een i# t$e ccount settle!ent

%rocess $s "een initite&. n t$is cse #ter t$e %%rol o# Dcess >(!ent

e#un& t$e "illing ccount sttus *ill "eco!e ctie gin.

Seri"e dis"onne"tion re,und

ser cn rise t$is t(%e o# re#un& *$en one o# t$e serice un&er t$e "illing

ccount is &isconnecte&+NBARR&NG

T$ere re t*o %ossi"ilities #or un"rring t$e serice

F Br &ue to !isuse # custo!er s$o*s %ro%er ei&ences. CS cretes un"r

recor& n& AT %%roes so t$t un"r o# t$e serice is &one.

F Br &ue to on %(!ent # custo!er $s %i& !ount in >S t$en

uto!ticll( $is serice *ill "e restore&. But in cse o# %%liction &o*n or#ilure CS or AT nee& to rise un"r re'uest !null( n& AT *ill

%%roe t$e s!e to restore t$e custo!er connection.

n or&er to rise n n"rring e'uest goto n"rring ie* t" in Billing

Account screen n& click on e* "utton. Select Serice #ro! >ick A%%let nter Co!!ents n& Click on Su"!it

Button.

A#ter Success#ul Su"!ission sttus *ill c$nge #ro! >en&ing to Su"!itte& n& it

*ill "e ssigne& to Concerne& AT. AT cn A%%roe or e,ect t$e re'uest.

AT enters t$e A%%rol A!ount n& *ill click on :A%%roe; "utton.

AT enters t$e Co!!ents on click o# :e,ect; "utton

(a4ment Trans,er

>(!ent Trns#er cn onl( "e &one #ro! one Billing Account to ot$er Billing

Account un&er t$e s!e Custo!er Account.

# one Billing ccount $ing eDcess !ount t$en "se& on custo!er re'uest t$e

eDcess !ount cn "e trns#er to ot$er "illing ccount. CS n& AT cn rise t$e re'uest. o %%rol is re'uire& #or %(!ent

trns#er. Select t$e Billing Account #ro! *$ic$ >(!ent $s to "e Trns#erre&

Fo to >(!ent Trns#er t"

Click on e* Button

Trns#er +ro! #iel& *ill "e Auto >o%ulte&

nter t$e !ount t$t $s to "e trns#erre&

Select t$e Billing Account to *$ic$ >(!ent trns#er $s to "e &one in Trns#er

To #iel& Click on Su"!it "utton

A#ter Success#ul su"!ission Sttus *ill c$nge #ro! >en&ing to Su"!itte&.

- 29 -


30/38

#eposits

e%osits ie* &is%l(s t$e &e%osit &etils ginst t$e "illing ccount *it$ res%ect to t$eor&er &etils. t *ill "e lo&e& #re'uentl( t$roug$ "tc$ %rocesses.

#eposit Trans,er

e%osit Trns#er ie* *ill "e in uer( !o&e

e%osit Trns#er cn "e &one #or t*o resons Billing Account C$nge S$i#t

n cse o# S$i#t scenrio ?url to r"n or ice ers@ *$en ne* Billing Account is

crete& t$e e%osit &etils ssocite& *it$ t$e ol& Billing Account is sent to t$e Billings(ste! in "tc$ %rocess n& t$e &t sent to t$e Billing s(ste! is &is%l(e& in t$e C

s(ste! t$roug$ e%osit Trns#er ie*.

Re,inan"e

Click on Billing Account Screen TAB.

Click on Billing Account Screen List --link

Select Billing ccount nu!"er #ro! t$e list %%ere& or

Click on 'uer( n& enter "illing ccount nu!"er

Click on Billing ccount nu!"er on )ello* "r.

Click on e#innce

Click Ne*. A "lnk recor& is crete& n& is $ig$lig$te& in (ello*.

Note: e'uest K te ?S(ste! te n& Ti!e@ is uto-%o%ulte&. T$e Sttus #iel& $s t$elue >en&ing. All t$e t$ree #iel&s re non-e&it"le. >S A!ount n& nstll!ents u!"er re e&it"le #iel&s *it$ &e#ult lue s 0 ?ero@.

Select t$e &noi"e 5. T$e noices ssocite& *it$ t$e corres%on&ing Billing Account%%ers. A#ter selecting t$e noice K t$e e'uest A!ount #iel& is u%&te& *it$ t$e

!ount ginst t$e selecte& noice.

Select t$e Seri"e &d 0($52! T$e Serice & ?>$K@ ssocite& *it$ t$e corres%on&ing

Custo!er Account %%ers.

nter t$e lue #or >S A!ount n& t$e corres%on&ing >S ecei%t u!"er. nter t$e nu!"er o# instll!ents s %er t$e custo!er re'uest in t$e nstll!ents u!"er

#iel&.

Click Ctrl 6 S. T$e recor& is se&.

nter t$e instll!ent !ounts in t$e e'uest A!ount #iel&.

(romise to (A)0 E7TEN# (A) B) #ATE2

Note : (romise to (a4 "annot %e gien ,or (T and V(T seri"es

- 30 -


31/38

>ro!ise to >( ie* t" in Billing A""ount s"reen n& click on e* "utton.

Select Serice #ro! >ick A%%let nter Co!!ents n& Click on Su"!it Button.A#ter success#ul Su"!ission sttus *ill c$nge #ro! >en&ing to Su"!itte& Sttus . t

*ill "e ssigne& to Concerne& AT.

AT cn A%%roe or e,ect t$e re'uest.

'rite O,,

A#ter serice >er!nent &isconnection M 30 &(s i# t$e su"scri"er #ils to %( t$eoutstn&ing !ount *rite o## recor& is crete& #ro! "illing #or t$e res%ectie

outstn&ing !ount. Erite o## is crete& s n ctiit( #or A >ursuit. t is u% to A >ursuit to &eci&e

to *rite o## t$e !ount #ter necessr( ctions or $e cn ressign to not$er A

>ursuit. A >ursuit *ill nigte to t$e %illing a""ounts *rite o,, ie* n& A >ursuit

*oul& %ut so!e co!!ents n& click on JErite ##G "utton. T$is *oul& initite rel ti!e cll *it$ Billing. nce t$e cll is success in "illing

t$e "illing ccount sttus is !&e inctie n& settle!ent &te is u%&te&. nce t$e *rite o## "utton is clicke& t$e !ount *ill "e sent to Accounting s(ste!

"( Billing s(ste! s JB& e"tG.

Outstanding &noi"e Adjustment

Click Billing A""ounts screen. T$e Billing Accounts o!e ie* %%ers.

Click Billing A""ounts List link. T$e Billing Accounts List ie* %%ers.

Select recor&. Click Billing A""ount Num%er. T$e Billing Accounts etil

ie* %%ers. Click Outstanding &noi"e Adjustments ie* t". T$e Billing Accounts

A&,ust!ents ie* %%ers (rere-uisites to pro"eed: Billing Account #or *$ic$ t$e noice A&,ust!ent

re'uest is "eing rise& s$oul& eDist in t$e s(ste!. T$e CS=AT cn &irectl(rise t$e re'uest #or noice A&,ust!ents.

Click Ne*! A "lnk recor& is crete& n& is $ig$lig$te& in (ello*. Re-uest

Num%er n& #ate ?s(ste! &te on *$ic$ t$e &,ust!ent *s crete&@ re uto-

%o%ulte& n& re non-e&it"le. T$e Status #iel& lue is (ending. Click on t$e >ick A%%let in noice #iel&

Select )er o# t$e noice on *$ic$ A&,ust!ent $s to "e !&e

Click on Fo "utton

List o# t$e noices o# t$t corres%on&ing (er *ill "e &is%l(e&. Select re'uire&

noice n& Click H

Click Su%mit "utton. An lert is sent to t$e corres%on&ing SSA AT "se& on

t$e %$one nu!"er rnge in t$e SSA. Note: T$e AT cn A%%roe or e,ect t$e re'ueste& Billing A&,ust!ents. Eit$

Su"!it A%%roe or e,ect o%ertion t$e Billing s(ste! is lso u%&te& *it$ t$e

corres%on&ing c$nges. Click Approe "utton. A%%rol te is uto-%o%ulte&.

nter t$e lue #or Approed Amount. T$e Status #iel& is u%&te& to Approed.

- 31 -


32/38

Non (a4ment #is"onne"tion Re-uest

+or > custo!ers t$e > &isconnection re'uest *ill co!e #or AT %%rol

once AT %%roe& t$t re'uest t$n it *ill ssign to C. AT cn %%roe resign or ressign t$e re'uest.

V&( #unning

AT cn see t$e FB re'uests in ( FB e'uest ie* n& CB=FCB

re'uests in ( FCB=CB e'uest ie*. AT cn A%%roe or e,ect t$e ctiit( uring %%rol or re,ection t$e

collection initite& sttus *ill "e c$nge& to FB=CB=FCB %%roe& orFB=CB=FCB e,ecte& in "ot$ "illing ccount n& in ctie serices #or t$t

"illing ccount C *ill lso sen& t$e list o# &unning custo!ers to >S n& Collection nitite&

Sttus in "illing ccount is u%&te& *it$ :FB=CB=FCB Sen& .

Click Approe locte& in t$e u%%er $l# o# t$e screen to %%roe t$e re'uest.

uring %%rol t$e collection initite& sttus *ill "e c$nge& toFB=CB=FCB %%roe& in "ot$ "illing ccount n& in ctie serices #or t$t

"illing ccount n& t$e &unning re'uest *ill &is%%er #ro! ( unning ie*. Click Reje"t locte& in t$e u%%er $l# o# t$e screen to re,ect t$e re'uest. uring

re,ection t$e collection initite& sttus *ill "e c$nge& to FB=CB=FCB

e,ecte& in "ot$ "illing ccount n& in ctie serices #or t$t "illing ccount n&

t$e &unning re'uest *ill &is%%er #ro! ( unning ie*.

Colle"tion 8istor4

Click on Billing AccountsNN"illing ccounts listNN"illing ccount nu!"er

Fo to ie* t"s Jcollection $istor(G

To ie* LOCAL C#Rs

igte to Billing Account Locl Cll Cs ie*.

Click on 'uer( "utton.

nter t$e tele%$one nu!"er noice u!"er #ro! t$e list n& cll t(%e s Locl+ro! &te To &te .

Click go "utton to get t$e &etils #ro! "illing S(ste!.

To Vie* Broad%and %illed usage!

igte to t$e Billing Account "ille& Bro&"n& usge ie*.

nter t$e tele%$one nu!"er n& inoice no #ro! t$e list .

Click on Fo "utton to Fet etils #ro! Billing S(ste!.

etils *ill "e &is%l(e& in "elo* #or!t.

n&er > etils Trnsction te o# > *it$ &te n& ti!e Totl o*n

Lo& n HB Totl % lo& in HB Totl nits in HB Totl C$rge"le nits in

HB Totl o*n Lo& n HB

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To ie* Broad%and +n%illed +sage!

igtes to t$e Billing A""ount 9 +n%illed Broad%and usage ie*nter t$e tele%$one nu!"er #ro! t$e list

Click go "utton to Fet etils #ro! Billing S(ste!.

etils *ill "e &is%l( in "elo* #or!t.n&er Su!!r( etils Totl o*nlo& olu!e ?B@ Totl %lo& olu!e ?B@

Totl olu!e ?B@ C$rge"le nits ?B@ Dclu&ing ig$t nli!ite& *oul& "e

&is%l(e&

n&er > etils Trnsction te o# > *it$ &te n& ti!e Totl o*n Lo&n HB Totl % lo& in HB Totl nits in HB Totl C$rge"le nits in HB Totl

o*n Lo& n HB

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PMS Co%n"e# A!",")

).) To Tae !aments made at SL CoBnters.............................................................................................

).1 Reconcile rBnning !ament atch made at SL CoBnters....................................................................

).3 To Cancel !aments of the CBstomers made at SL CoBnters.............................................................

).8 To Close SL CoBnters..........................................................................................................................

).9 To generate %ail List at SL CoBnters..................................................................................................

). TR Reconciliation......................................................................................................................................

3&3 To Ta=e Pa>ment8 ma?e at .SNL Counter8To loment8 Sinment tab on left menB bar.

b. Single !ament screen #ill open. !roEide the reBired details in the

screen.,ither of AccoBnt Bmber !hone Bmber and InEoice Bmber is

mandator.

!ament

Against

Select among the EalBes:

• C%R

• 7SM

• I 3.=

• I 3.)

• ,S !AI%IA

• ,S +AL

• %emand ote

It is Mandator.

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AccoBntBmber It represents the accoBnt nBmber of the CBstomer.

!hone Bmber It represents the phone nBmber of the CBstomer.

InEoice Bmber It represents the inEoice nBmber of the CBstomer.

+ld AccoBnt

Bmber

It represents the soBrce accoBnt nBmber of the cBstomer.

%emand ote

Id

It represents the %emand ote Id of the CBstomer4In Case of !ament

Against as %emand ote.

c. Clic 'et Detail8 Btton. %etails sBch as CBstomer ame4ill %ate etc #ill be

aBtomaticall popBlated according to the &alBes entered.

d. ,nter the AmoBnt paid 4CBrrenc Used and select !ament Mode:

CBrrenc Used Select the cBrrenc in #hich the paments are being made b theCBstomer.

!ament Mode Select the !ament Mode in #hich pament is being made b theCBstomer. It consists of follo#ing options in case of IR cBrrenc:

• Cash

•

Credit Card• %ebit Card

• CheBe

• %emand %raft

• ,5T

And it consists of the follo#ing options in case of other cBrrencies:

• CheBe

• %emand %raft

• ,5T

InstrBment

Bmber

It represents the cheBe/%% nBmber of the CBstomer.

InstrBment %ate It represents the date of instrBment nBmber of the CBstomer.

MICR Code It represents the MICR nBmber of instrBment of the CBstomer.

an ame It represent the ban ame of InstrBment of the CBstomer.

Note: By Default the amount paid value will be same as Amount Due, Curreny Name will

be !N" and #ayment $ode will be CAS%&!n #ayment $ode Drop Down only those values will

be visible whih have been onfi'ured for Curreny Type Seleted&

e. Clic Ma=e Pa>ment Btton. Receipt for this pament #ill appear as a pop Bp

#indo#.

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Reconcile runnin< Pa>ment .atc) ma?e at .SNL Counter8

). Login to !MS application:

1. To Reconcile the RBnning atch:

a. Clic on .atc) Reconciliation tab on left menB bar.

b. atch Reconciliation screen #ill open. o. of the paments for each CBrrenc

#ith total amoBnt is displaed.

c. Clic on Po8t .atc) Btton to post the present rBnning atch.

d. A pop Bp #indo# #ith sBccess message for batch posting #ill appear.

To Cancel Pa>ment8 o9 t)e Cu8tomer8 ma?e at .SNL Counter8&


1. To Cancel !aments:

a. Tae Some !aments as ,Dplained in StBd ).) aboEe.

b. Clic no# on Pa>ment Cancellation Cancellation tab on left menB bar.

c. ,nter the 5ollo#ing 5ields:

AccoBnt

Bmber

AccoBnt Bmber of Case

StBd )

Receipt

Bmber

Receipt Bmber of Case

StBd )

Note:One amon' the Aount Number and "eeipt Number is mandatory field&

d. Clic 'etDetail8 bBtton.%etails of that !ament is %isplaed.

e. Select the pament #hich is to be cancelled. Select the reason for cancellation.

f. Clic on Su*mit Btton. A pop Bp #indo# #ith sBccess message for !ament

Cancellation #ill appear.

g. o# again reconcile the rBnning batch as ,Dplained in StBd ).1 aboEe and tr

cancelling paments again.

Note:One the "unnin' Bath is "eoniled the payments annot be anelled&!t need to be

reversed&

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To Clo8e .SNL Counter8


). To Close the CoBnter:

a. Tae Some !aments as ,Dplained in StBd ).) aboEe.

b. Reconcile last rBnning atch as ,Dplained in StBd ).1 aboEe.

c. Clic on Counter Clo8e tab on left menB bar.

d. Clic Clo8e Ca8) bBtton.

e. ,nter the denominations for the total Cash amoBnt and Clic Clo8e Ca8) bBtton.

f. A pop Bp #indo# #ith sBccess message for Cash Close #ill appear.

g. Clic Close InstrBment bBtton. Select the CBrrenc and Clic= Clo8e InstrBments

bBtton.

Note:Only those Curreny will be displayed with whih payment is ta(en&

h. . A pop Bp #indo# #ith sBccess message for InstrBment Close #ill appear.

i. +nce cash and instrBments are closed sBccessfBll a pop Bp message #ithsBccess message for Cash Close #ill appear.

To Li8t at .SNL Counter8


1. To generate %ail List at SL CoBnters:

a. Tae Some !aments as ,Dplained in StBd ).) aboEe

b. Close the CoBnter as ,Dplained in StBd ).8 aboEe.

c. Clic on 'enerate Dail> Li8t tab on left menB bar.

d. ,nter the date for #hich %ail List need to be generated.

Note:By Default the Date will be #resent Date&

e. ,nter the denominations for the total Cash amoBnt and Clic Clo8e Ca8) bBtton.

f. Clic Su*mit Btton. %ail List #ill be generated for that pament %ate.

TR Reconciliation


1. To Reconcile the Collections:

a& Close some coBnters as eDplained in StBd ).8 aboEe.

*& Clic on TR Reconciliation tab on left menB bar.

c& TR Reconciliation screen #ill open.List of Collection +ffice Codes and User IdHs

#ill be displaed.

?& Select the coBnters needed to be reconciled.

e& Clic Reconcile Btton&

9& A pop Bp #indo# #ith sBccess message of reconciliation #ill appear.

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cdr rollout

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