Fenner BPOMS Web Application User Manual

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1 J.K. Fenner (India) Ltd Fenner BPOMS Web Application User Manual A N N A S A LA I, NA N D A N A M, C H E N N A I INDIA

2 Contents Business Partner Login... 3 Business Partner Main Menu... 5 Create Dealer Order... 6 Display Business Partner Order Change Business Partner Order Approve Proforma Invoice Reports Total Order Status Pending Order Status Dispatch Status Invoice List Fenner BPOMS Web Application User Manual 2

If you are logging for the first time, then your User ID and the password are the same. For e.g. if your User ID is 801001, then enter them in both User ID and password and click <Login>.

3 Business Partner Login The steps needed to login to BPOMS application are outlined below 1. Type the following in the Address area 2. Enter the given User ID and password. If you are logging for the first time, then your User ID and the password are the same. For e.g. if your User ID is , then enter them in both User ID and password and click <Login>. 3. When logging for the first time, the system will prompt you to reset the password as per your choice. Fenner BPOMS Web Application User Manual 3

4 4. Enter a password of your choice and click <Reset Password>. The password is case-sensitive. 5. Enter the current password in the below page. Fenner BPOMS Web Application User Manual 4

5 Business Partner Main Menu 1. Once you login, the following page is displayed which is called the Main Menu page, click on the create business partner order. Fenner BPOMS Web Application User Manual 5

6 Create Dealer Order 1. Once you click the business partner order the below page will be displayed. Fenner BPOMS Web Application User Manual 6

7 2. Select the product from Material Selection for download by click add. Fenner BPOMS Web Application User Manual 7

8 3. By clicking the remove button you can remove the selected product category list. Fenner BPOMS Web Application User Manual 8

9 4. By clicking the Select all button you can select all the products in product category list. Fenner BPOMS Web Application User Manual 9

10 5. By clicking the Remove all button you can remove selected product category list. Fenner BPOMS Web Application User Manual 10

By clicking save button you can save the excel file to your local

11 6. By clicking download to PC button, a pop-up will appear for download excel file to our local system. 7. By clicking save button you can save the excel file to your local system. Click open folder button to open the file location. Fenner BPOMS Web Application User Manual 11

!! 2) When you click open folder excel file will be downloaded in download location in local system. 9.

12 8. By clicking the open folder you can view the below window. Double click the excel file to view the contents. Note: 1) DO NOT CHANGE THE NAME OF THE FILE AT ANY TIME!!! 2) When you click open folder excel file will be downloaded in download location in local system. 9. By double clicking the excel file you can see the below options, click Yes to open the file. 10. A portion of the file is shown Fenner BPOMS Web Application User Manual 12

13 11. Enter the Ordered Quantity for all the Product Codes that you want to place order for (An example order is shown below.) Fenner BPOMS Web Application User Manual 13

CLOSE the excel file) Whichever product code you want to order fill the order quantity.

14 12. Click Save. The following pop-up appears Click Yes. 13. Close the file. The following pop-up appears (VERY IMPORTANT to click <Don t Save> for the last pop-up when you CLOSE the excel file) Whichever product code you want to order fill the order quantity. Product code with zero (0) order quantity will not taken into the consideration. Fenner BPOMS Web Application User Manual 14

15 14. Now excel file needs to be uploaded to the application. Click <Browse>. 15. A pop-up appears. Select the file and click <Open>. Note: Your downloaded excel file always in downloads folder (Windows7). Fenner BPOMS Web Application User Manual 15

16 16. The file name is displayed in the field <Items File Upload> along with the file path. Click <Upload & Preview> 17. A pop-up appears. Select the file and click <Open>. Fenner BPOMS Web Application User Manual 16

18. The items for which Ordered Quantity were entered, are now displayed in the table as shown in the Item Details. The Total Ordered Quantity and Total value is shown at the right side bottom. 19.

17 18. The items for which Ordered Quantity were entered, are now displayed in the table as shown in the Item Details. The Total Ordered Quantity and Total value is shown at the right side bottom. 19. If you want to add any more products, place the cursor on <Product Code> and press <F4> button. 20. By clicking F4 button, Product Codes and Description will be displayed. You can make the search faster by entering a Pattern also (ex, to search for code , enter 99 in the Product Code field and click the <F4> button. Fenner BPOMS Web Application User Manual 17

22. All the product codes that contain this pattern

18 21. Product Codes and quantity can also be manually entered with * before and after the pattern as shown. 22. All the product codes that contain this pattern are displayed. Fenner BPOMS Web Application User Manual 18

19 23. Click <Add Item>. 24. The table entries are updated accordingly. Validating while adding product manually. 25. Quantity is mandatory, if quantity not given the below mentioned error will be displayed. Fenner BPOMS Web Application User Manual 19

20 26. If the product code is already added in the Item Details and if you again try to add manually following error will be displayed. Fenner BPOMS Web Application User Manual 20

Once the order is created in SAP, the following message appears in the confirmation

21 27. The table entries are updated accordingly. Click <Save>. 28. Following confirmation pop-up box will open. Click <Yes>. 29. Once the order is created in SAP, the following message appears in the confirmation box with the order no. Click <Ok> and you will be directed to main menu screen. Fenner BPOMS Web Application User Manual 21

22 30. has been triggering for the Business Partner. Fenner BPOMS Web Application User Manual 22

31. E-mail has been triggering to Fenner.

23 31. has been triggering to Fenner. Fenner BPOMS Web Application User Manual 23

24 Display Business Partner Order 1. Click on the Display Business Partner Order button. 2. After clicking the Display Business Partner Order button you will be directed to the page below. Fenner BPOMS Web Application User Manual 24

25 3. Press <F4> button on the Business Partner Order No you can view BP Order and BP Order Date. Fenner BPOMS Web Application User Manual 25

26 4. Business Partner Order No can also be manually entered with the pattern. Fenner BPOMS Web Application User Manual 26

27 5. By selecting the Business Partner Order No details will be displayed. Fenner BPOMS Web Application User Manual 27

Change Business Partner Order When Fenner executives Generate Proforma Invoice for which Business Partner Order we created that Proforma Invoice will appear in the Change Business Partner Order.

28 Change Business Partner Order When Fenner executives Generate Proforma Invoice for which Business Partner Order we created that Proforma Invoice will appear in the Change Business Partner Order. In the change Business Partner Order you can change the order quantity which you have created in the Create Business Partner Order. 1. Press <F4> button on the Proforma Invoice No you can view Proforma No, Business Order Number and Business Partner Order Date. Fenner BPOMS Web Application User Manual 28

29 2. F4 search will be displayed as mentioned below. Fenner BPOMS Web Application User Manual 29

3. You will get an E-mail for your created Business Partner Order with the Proforma Invoice No Select

30 3. You will get an for your created Business Partner Order with the Proforma Invoice No Select appropriate Proforma Invoice No, it will display below details. Fenner BPOMS Web Application User Manual 30

31 4. Order Quantity change for Item No: from 20 to 40 and click <Save>. 5. Click <Yes>. Fenner BPOMS Web Application User Manual 31

32 6. Message is displayed. A New Business Partner Order is created successfully for the same Proforma Invoice Number. Fenner BPOMS Web Application User Manual 32

33 Approve Proforma Invoice Click on Approve Proforma Invoice. Press F4 and Performa Invoice will be displayed. After pressing F4 below page will be displayed. Fenner BPOMS Web Application User Manual 33

34 Click on display button to view Proforma Invoice. It will display Proforma Invoice in the PDF Format. You can click Open to view the PDF File. Fenner BPOMS Web Application User Manual 34

35 Click <Yes> on the confirmation window. Fenner BPOMS Web Application User Manual 35

36 Proforma Invoice No has been successfully approved. Fenner BPOMS Web Application User Manual 36

37 Reports The following controls are available for all the reports 1. You can sort any column using the buttons provided. There are 15 rows per page. a. is for ascending order. is for descending order. b. Use to scroll down by one row and to scroll up by one row. c. Use to scroll down by one page and to scroll up by one page. d. Use to scroll down to the last page and to scroll up to the first page. e. Use the button to download the results to an excel file. 2. The button can be used to refresh the page. 3. The button can be used to navigate to the Main Menu page. 4. The button can be used to log off from the DOMS application. Total Order Status Click on the Total Order Status button. Fenner BPOMS Web Application User Manual 37

38 By clicking the Total Order Status you will be directed to the below web page. Enter the Sales Order Date to view Total Order Status. Note: Sales Order Date from date should be lesser than the to date. After entering the Sales Order Dates, click on the <Display List>. Details are displayed. Click on the Main Menu, this will be directed to the Business Partner Main Menu. Fenner BPOMS Web Application User Manual 38

Pending Order Status Click on the Pending Order Status button. By clicking the Pending Order Status you will be directed to the below web page. Enter the Sales Order Date to view Pending Order Status.

39 Pending Order Status Click on the Pending Order Status button. By clicking the Pending Order Status you will be directed to the below web page. Enter the Sales Order Date to view Pending Order Status. Note: Sales Order Date from date should be lesser than the to date. After entering the Sales Order Dates, click on the <Display List>. Details are displayed. Click on the Main Menu, this will be directed to the Business Partner Main Menu. Fenner BPOMS Web Application User Manual 39

Dispatch Status Click on the Dispatch Status Report in the Main Menu. By clicking the Dispatch Details you will be directed to the below web page.

40 Dispatch Status Click on the Dispatch Status Report in the Main Menu. By clicking the Dispatch Details you will be directed to the below web page. Enter the Sales Order Date to view Dipatch details. Note: Sales Order Date from date should be lesser than the to date. Click on the Main Menu, this will be directed to the Business Partner Main Menu. Fenner BPOMS Web Application User Manual 40

41 Invoice List Click on the Invoice List Report. By clicking the Invoice List you will be directed to the below web page. Enter the Sales Order Date to view Invoice List. Note: Sales Order Date from date should be lesser than the to date. Fenner BPOMS Web Application User Manual 41

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