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Site Master

 

An organization may have multiple companies and multiple sites within each company. IMMS caters to this requirement by allowing a user to log in to a particular company and its site provided that user has rights to do so.See "User Management" to know how to associate a user with a Site. Therefore once a Company is defined, the next step is to define Sites associated with it. For this IMMS needs to maintain information regarding each and every Company and its Sites.

 

This master allows to add and maintain some general information related to Sites of each company such as name, address, contact details and much more. Apart from this, it also specifies the Modules and tax related information associated with a particular Site.

 

A list of already existing Sites will be displayed as follows -

 

Search:

Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

 

Sites can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.

To 'Add' a Site, click on the button and to 'Edit', click on the icon on its corresponding record. To 'View' details of a particular Site, <DoubleClick> on that record. As a result, following screen will be displayed -

Screen Layout of Site Master

 

Please note that once a Site is defined, it can not be deleted.

Field Description of Site Master

Site Details

Company:

Denotes the Code of a Company.

 

While 'Adding', click on the field to access a list of already existing Companies defined through Company Master option. Select your desired Company from the list by clicking on it. Alternatively you can also enter the Company Code. Press <TAB>.

 

In case of 'Edit' and 'View', Company will be displayed automatically for the selected record. It can not be changed.

Site Code:

(Type : Alphanumeric, Length : 3)

 

Denotes the Code of a Site belonging to the selected Company.

 

While 'Adding' a new Site, enter a unique Code for that Site. This is the Code by which a Site will be referred to through out IMMS. The system ensures that the entered Code is a unique one.

 

In case of 'Edit' and 'View', click on the field to access a list of already existing Sites belonging to the selected Company. Select your desired Site from the list by clicking on it. Alternatively you can also enter the Site Code. Press <TAB>.

 

In case of 'Edit' and 'View', Site Code will be displayed automatically for the selected record. It can not be changed.

Site Description:

(Type : Alphanumeric, Length : 25)

 

Denotes the name of the Site.

 

While 'Adding' a new Site, enter the full name of that Site. This name will appear in all entry forms as well as reports. So please be careful while entering it.

In case of 'Edit'and 'View',name of the selected Site will be displayed automatically. You can not change it in 'Edit' mode.

Site Address

Address - 1:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, enter the postal address of that Site.

 

In case of 'Edit'and 'View', Address - 1 of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

Address - 2:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, continue to enter the postal address of that Site.

 

In case of 'Edit'and 'View', Address - 2 of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

 

Address - 3:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, continue to enter the postal address of that Site.

 

In case of 'Edit'and 'View', Address - 3 of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

City:

Denotes the City of the Site.

 

While 'Adding' a new Site, click on the field to access a list of already existing Cities defined through City-State-Country Master option. Select your desired City from the list by clicking on it. Alternatively you can also enter the City Code.

 

In case of 'Edit'and 'View', City of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

State:

State of the selected City will be displayed automatically as specified through City-State-Country Master option. It can not be changed.

 

Country:

Country of the State will be displayed automatically as specified through City-State-Country Master option. It can not be changed.

Pin Code:

(Type : Alphanumeric, Length : 10)

 

Denotes the Pin Code of the address.

 

While 'Adding' a new Company, enter the pin code of the area where the Site resides.

 

In case of 'Edit'and 'View', Pin Code will be displayed automatically. You can change it in 'Edit' mode.

Telephone No:

(Type : Numeric, Length : 40)

 

While 'Adding' a new Site, enter its Telephone Number.

 

In case of 'Edit'and 'View', Telephone No of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

 

Fax No:

(Type : Numeric, Length : 40)

 

While 'Adding' a new Site, enter its Fax Number.

 

In case of 'Edit'and 'View', Fax Number of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

Purchase Email:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, enter the email address of its Purchase department.

 

In case of 'Edit'and 'View', Purchase Email of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

 

Sales Email:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, enter the email address of its Sales department.

 

In case of 'Edit'and 'View', Sales Email of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

 

General Email:

(Type : Alphanumeric, Length : 40)

 

While 'Adding' a new Site, enter its email address.

 

In case of 'Edit'and 'View', General Email of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

 

Effective Date From:

Denotes the Date from which the Site is effective.

 

While 'Adding' a new Site, enter the date from which it is effective.

 

In case of 'Edit'and 'View', Effective Date From of the selected Site will be displayed automatically. You can change it in 'Edit' mode.

This is a Trading Location and no Manufacturing activity will be done here.

While 'Adding' a new Site, turn the flag 'On' by clicking on it if the Site is a Trading Location or a Manufacturing unit. Otherwise, keep the flag 'Off'.

 

In case of 'Edit'and 'View', this flag will remain disabled as its value can not be changed.

 

Do you need to change Sales Rate while Invoicing?

While 'Adding' a new Site, turn the flag 'On' by clicking on it if the Sales Rate should be allowed to changed. Otherwise, keep the flag 'Off'.

 

In case of 'Edit'and 'View', this flag will remain disabled as its value can not be changed.

GST Details

Specify the Goods and Service Tax details of the Site as follows -

Registration No:

Denotes the Registration Number of the Site.

(Type : Alphanumeric, Length : 15)

 

While 'Adding' a new Site,

In case of 'Edit'and 'View', Registration No of the selected Site will be displayed automatically. You can change it in 'Edit' mode. Please note that while saving the Site details, IMMS will also update the Registration Number of all other Sites that have the same State.

 

Registration Date:

Denotes the Registration Date of the Site.

While 'Adding' a new Site,

In case of 'Edit'and 'View', Registration Date of the selected Site will be displayed automatically. You can change it in 'Edit' mode. Please note that while saving the Site details, IMMS will also update the Registration Date of all other Sites that have the same State.

 

Registration Status:

Denotes the Registration Status of the Site.

While 'Adding' a new Site,

In case of 'Edit'and 'View', Registration Status of the selected Site will be displayed automatically. You can change it in 'Edit' mode. Please note that while saving the Site details, IMMS will also update the Registration Status of all other Sites that have the same State.

 

Application Reference No :

(Type : Alphanumeric, Length : 15)

Enter the Application Reference Number of the GST Registration of the Site. Note that the length of ARN Number should be of 15 characters. Or else IMMS will display an appropriate message informing the same. It can be left blank.

Module Details

Specify the Modules of IMMS that should be available for the Site. A list of all Modules available in IMMS will be displayed in a grid as follows -

 

Click on the small white box to select or de-select a particular Module. Only the selected Modules will be available for the selected Site.

Please note that while 'Adding' a new Site, this grid will display all Modules as un-checked.

 

But in case of 'Edit'and 'View', the grid will display relevant Modules as checked for the selected Site. You can not change in 'Edit' mode.

Caption Details

Specify taxCollapsed and certain other information related to the Site through this section. A list of all such Captions defined for 'Site' through Statutory and Other Caption Detail option will be displayed on the screen as follows -

 

 

Please note that while 'Adding' a new Site, values of these fields will be displayed blank. Click on the respective space and enter the relevant data.

 

But in case of 'Edit'and 'View', the screen will display relevant details for each Caption as specified for the selected Site. You can change them in 'Edit' mode.

 

Once you have entered all the information, click on 'Save' button to save or 'Cancel' button to discard. The control will go back to the list.