Administrator Manual for Mainet - agra.cantt.gov.in

Administrator Manual for ABAS Mainet – Cantonment Board

Administrator Manual for

Mainet

Administrator Manual

Version: v1.0

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Admin Manual for Child Organization Creation

Document Name: Administrator Manual for Product

Project Name: Product Document

Version: 1.0

Release Date:

Copies to be printed: N/A

Document Revision History

Sr. No

Version Created by Date Changes incorporated in brief Reviewed By Reviewed Date

Approved By

Approved Date

1. 0.01 Nilima Kshirsagar 11-09-2017 Step to create child organisation through organisation master.

Nilesh Shahane 20-08-2017

2. 1.0 AlagarSwamy 12-12-2017 Included SLI prefix and tax master Property related Prefix and Mapping and Voucher Template mapping


3 1.1 Alagarswamy 16-12-2017 Changes done as per the review

comment given by Nilesh sir.


User Manual for Accounts – Cantonment Board

Table of Contents

1. CREATING CHILD ORGANIZATION FROM HEAD OFFICE ............................................... 4

2. DEPARTMENT ORGANIZATION MAPPING FOR CHILD LOCATION ..................................... 8

3. LOCATION MAPPING ........................................................................................... 9

4. ORGANIZATION DESIGNATION MAPPING .............................................................. 10

4.1. 1. Select “Organization Designation Mapping” Menu & Click on “Add” ............ 10

5. CREATE GROUP ............................................................................................... 11

6. FINANCIAL YEAR ............................................................................................. 13

7. SET OF SLI PREFIX VALUE ............................................................................... 14

8. LOCATION MASTER(REVENUE WARD ZONE MAPPING).............................................. 15

9. WARD ZONE BLOCK MAPPING ............................................................................ 16

10. USA PREFIX ................................................................................................... 20

11. VOUCHER TEMPLATE MAPPING ............................................................................ 21


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1. Creating Child Organization From Head Office

To create any organisation (Cantonment Board) it has to be done from the Head

office location Central administrator has rights to create new organisation from

the Primary organisation ID.

Please refer the below step to create child location from the Primary location

(DGDE Organisation).

1. Login with “MBA” User of Default Organisation.

2. Select “Organisation Master” Menu.


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3. Click on Add for creating Child Organisation

4. Edit Created Child organisation.


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After creating a new organisation login into the child organisation using the Super user Credential

(MBA).

At the very first time MBA Login will get only Entitlement rights in the system to enable the

remaining module rights to the user please refer the below steps.

Now first login to the Child location using MBA user Credential.


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After Login MBA user will only Entitlement right to enable the remaining module right please refer

the below Step.

Click on Entitlement form

After click on Edit Existing Role code assign module for the Super Admin role

Please refer the below Screenshot.

After selection the all Module click on save button.


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2. Department Organization Mapping for Child location

1. Login with “MBA” user of created Child Organisation.

2. Select “Department Organisation Map” Menu & Click “Add” button.

3. Select the Department for Mapping & save.


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3. Location Mapping

1. Select “Location Mapping” Menu & Click on “Add”.

2. Select the Location for Mapping & save.


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4. Organization Designation Mapping

4.1. 1. Select “Organization Designation Mapping” Menu & Click on “Add”

3. Select the Organisation Designation for Mapping & save.


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5. Create Group

1. Select “Entitlement” Menu & Create a Group

2. Select “Employee Master” Menu. Select Department, Location & Designation for

which employee need to create & click on “Add”.

3. Group Name will come from group created from entitlement menu.


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6. Financial Year

1. Financial Year is auto mapped while creating a child organization.

2. Edit & View Financial year for child organization.


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7. Set Of SLI Prefix Value

1. This prefix is used to define the Financial which CB is going to start system it will

take only the SLI date which is entered by the CB in SLI prefix date.

2. Please refer the attached screenshot and enter the financial year as per the CB

requirement.

3. After entering the date please click on “Save” Button.


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8. Location Master(Revenue Ward Zone mapping)

1. Location master is used to define the Head office details of their Cantonment

Board.

2. Click on Edit button to enter the details.

3. Please refer the screenshot and map the Location.

4. After entering necessary location details go to the Area mapping button select

Revenue Ward and Zone.

5. Map the created field details from the LOV.

After selecting the Head office click on save button.


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9. Ward Zone Block Mapping

1. WZB Prefix is used to define the Location, Ward and Block Here we can Set

Hierarchy Levels as per the requirement of the Cantonment board

A. Location Creation & Mapping

i. After selecting the WZB prefix Click on Edit button.

ii. Refer the below screen and add value as per below screen.

iii. Here you need to create the Hierarchy as per your requirement

some CB may have 3 level hierarchy some may have 2 level

depends upon the requirement you have to define your Hierarchy.


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B. Ward Creation and Mapping

iv. After creating the Location you need to create Ward level for your

CB.


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v. After creating the ward level please click on the ward radio button

and then select the Location and enter the ward details under the

location.

C. Block Creation & Mapping

a. After creating the Location and Ward details you have to define Block if it's

application to your CB.

b. Block level creation depends upon the CB's Hierarchy if Block is applicable in your

CB please follow the below step

c. Click on Block radio button.


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10. USA Prefix

This USA prefix is used to define property usage of the Cantt. Board here we can define

Usage category for e.g. Commercial property, Domestic property and Mixed Property.

Select the Usage type by clicking on radio button from the Hierarchy Prefix parent list

Please refer the Screenshot.

d. After click one more level will appear to create the Parents details list

e. Click on add button to create the required usage type


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11. Voucher Template Mapping

This form is used to set accounting entries for identified transaction types that usually

occurs in Cantonment Board. Accounting template entries is defined for Permanent or for

a specific year and can be changed for next financial year.

Property bills are generated through their respective modules and are automatically

posted in accounts. But they go as a single entry and the second effect of these entries

have to be defined.

Please Refer the Screen Shots for Voucher Template mapping Entry.

For permanent mapping the below listed templates should be configured:

Receipt Voucher- Receipt

Contra Voucher - Deposit Slip (Bank Remittance)

Journal Voucher - Vendor Bill / Invoice Posting

Payment Voucher - Bill Payments Posting - Vendor Bills

Contra Voucher - Bank transfer

Contra Voucher - Cash Withdrawal

Contra Voucher - Petty Cash Deposit

Contra Voucher - Deposit Slip Reversal

Payment Voucher - Receipt Reversal Entry

Receipt Voucher - Reversal Of Bill payment

Receipt Voucher - Reversal Of Direct payment

Journal voucher - Reversal of vendor bill/Invoice

Journal Voucher - Vendor Bill Invoice posting


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The above mentioned template needs to be configured for permanent mapping.Please

refer each template configuration Screenshot.

Receipt Voucher- Receipt


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Contra Voucher - Deposit Slip (Bank Remittance)

Journal Voucher - Vendor Bill / Invoice Posting


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Payment Voucher - Bill Payments Posting - Vendor Bills

Contra Voucher - Bank Transfer


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Contra Voucher - Cash Withdrawal

Contra Voucher - Petty Cash Deposit


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Contra Voucher - Deposit Slip Reversal

Payment Voucher - Receipt Reversal Entry


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Receipt Voucher - Reversal Of Direct payment

Journal voucher - Reversal of vendor bill/Invoice


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12. Configuration management for Property tax Module

1. Login into the Property tax Module using MBA user only MBA user has rights to

assign roles to the Other users.

To login into the Property tax module link is given in the Menu,

Please refer the attached screen shot.

After click on the link system will redirect to the property tax module

Please refer the screenshot

After navigation please click on Manage application Link to assign user roles and right as

per the CB role matrix.

Please refer the Screenshot


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1. Assign roles to the user

After click on manage application click on manage users option

Now click on user name to Assign Roles

Please refer the Screen shot


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After click on edit button Select user roles tab under that Click on Add Roles button

assign roles to the selected user

Please refer the screen shot

After selecting the roles click on assign button and assigned roles will be look like the

below screen shot

After assigning the roles user will get the access on assigned role.

Documents

Administrator Manual for Mainet - agra.cantt.gov.in