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2026-09-23 19:59:44 +05:30
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@@ -76,17 +76,23 @@ ol.steps b{color:var(--text)}
<a href="#prodorder">8. Production Order</a>
<a href="#issue">9. Issue for Production</a>
<a href="#receipt">10. Receipt from Production</a>
<a href="#verifywo">11. Verify Work Order</a>
<a href="#manpower">12. Man Power</a>
<a href="#oee">13. OEE</a>
<a href="#rejection">14. Rejection Register &amp; Analytics</a>
<a href="#purchase">15. Purchase</a>
<a href="#custvendor">16. Customer / Vendor</a>
<a href="#approvals">17. Approvals</a>
<a href="#projects">18. Projects</a>
<a href="#reports">19. Reports &amp; Dashboards</a>
<a href="#documents">20. Documents</a>
<a href="#profile">21. Your Profile</a>
<a href="#verifyprod">11. Verify Production</a>
<a href="#closeprod">12. Close Production</a>
<a href="#verifywo">13. Verify Work Order</a>
<a href="#manpower">14. Man Power</a>
<a href="#oee">15. OEE</a>
<a href="#rejection">16. Rejection Register &amp; Analytics</a>
<a href="#purchase">17. Purchase</a>
<a href="#custvendor">18. Customer / Vendor</a>
<a href="#approvals">19. Approvals</a>
<a href="#projects">20. Projects</a>
<a href="#finance">21. Finance</a>
<a href="#gst">22. GST Reports</a>
<a href="#masters">23. Business Master &amp; General Ledger</a>
<a href="#reports">24. Reports &amp; Dashboards</a>
<a href="#logs">25. Audit Logs &amp; Mail Log</a>
<a href="#documents">26. Documents</a>
<a href="#profile">27. Your Profile</a>
</div>
<div>
@@ -244,8 +250,34 @@ ol.steps b{color:var(--text)}
</div>
</details>
<details class="sec" id="verifyprod">
<summary><span class="sec-ico">🔍</span> 11. Verify Production <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">A single order-level sign-off on a completed Production Order's material accuracy — different from Verify Work Order below, which stamps individual material rows.</p>
<ol class="steps">
<li>Open <b>Verify</b> and pick an eligible Production Order.</li>
<li>Review the same <b>QA — Approved vs Issued</b> comparison shown on the Production Order detail (BOM Planned vs Work Order Approved vs actually Issued, with mismatches and NOT IN WORK ORDER / NOT IN BOM flags called out).</li>
<li>Once satisfied it's accurate, click <b>Verify</b> to stamp the order — this is a one-time, order-level action, separate from and in addition to closing it (see <b>Close Production</b> next).</li>
</ol>
<div class="tip"><b>Tip:</b> This needs its own permission (<code>production_order:verify</code>) — you may have Issue/Receipt access without having this, or vice versa.</div>
</div>
</details>
<details class="sec" id="closeprod">
<summary><span class="sec-ico">🔒</span> 12. Close Production <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">The final step of a Production Order's life — posts the actual closure into SAP.</p>
<ol class="steps">
<li>Open <b>Close</b> — it lists every order eligible to be closed (fully received and transferred to Finished Goods; a <b>Consumable Order</b> is the exception and can close right after Issue, skipping Receipt/Transfer entirely).</li>
<li>Click a card to open its detail — check the components and receipt data one more time.</li>
<li>Click <b>Close</b> to post it. This uses <b>your own</b> SAP login (Profile → My SAP Account), so make sure that's set up before you try.</li>
</ol>
<div class="tip"><b>Tip:</b> Closing needs its own permission too (<code>production_order:close</code>, or a separate <code>production_order:consumable_close</code> just for Consumable Orders) — admins bypass this automatically.</div>
</div>
</details>
<details class="sec" id="verifywo">
<summary><span class="sec-ico">✅</span> 11. Verify Work Order <span class="chev">›</span></summary>
<summary><span class="sec-ico">✅</span> 13. Verify Work Order <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">This is where "Issued By", "Received By" and "Verified By" get recorded for the printed Work Order — per material row, since different items are often issued/received/verified on different days by different people.</p>
<div class="flow"><span class="step badge b-teal">Issued By</span><span class="arrow">→</span><span class="step badge b-blue">Received By</span><span class="arrow">→</span><span class="step badge b-green">Verified By</span></div>
@@ -263,7 +295,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="manpower">
<summary><span class="sec-ico">👷</span> 12. Man Power <span class="chev">›</span></summary>
<summary><span class="sec-ico">👷</span> 14. Man Power <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li>Open <b>Man Power</b> and click <b>+ New Entry</b> for the day.</li>
@@ -274,7 +306,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="oee">
<summary><span class="sec-ico">📈</span> 13. OEE (Overall Equipment Efficiency) <span class="chev">›</span></summary>
<summary><span class="sec-ico">📈</span> 15. OEE (Overall Equipment Efficiency) <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li>Open <b>OEE</b> and pick the form for your area (EBB Production, Plastic Sheet Plant, Moulding, Autoclave, etc. — forms not yet set up show as "Coming soon").</li>
@@ -286,7 +318,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="rejection">
<summary><span class="sec-ico">🚫</span> 14. Rejection Register &amp; Analytics <span class="chev">›</span></summary>
<summary><span class="sec-ico">🚫</span> 16. Rejection Register &amp; Analytics <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">A line/shift operator counts in-process rejections against a batch at their Stage (EBB, Sheet Plant, Moulding, Packing, CAPD stages, …); QA reviews and analyzes it plant-wide.</p>
<ol class="steps">
@@ -301,7 +333,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="purchase">
<summary><span class="sec-ico">🛒</span> 15. Purchase <span class="chev">›</span></summary>
<summary><span class="sec-ico">🛒</span> 17. Purchase <span class="chev">›</span></summary>
<div class="sec-bd">
<div class="flow"><span class="step">Purchase Request</span><span class="arrow">→</span><span class="step">Quotation</span><span class="arrow">→</span><span class="step">Purchase Order</span><span class="arrow">→</span><span class="step badge b-green">Goods Receipt PO</span></div>
<ol class="steps">
@@ -314,7 +346,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="custvendor">
<summary><span class="sec-ico">🏢</span> 16. Customer / Vendor Registration <span class="chev">›</span></summary>
<summary><span class="sec-ico">🏢</span> 18. Customer / Vendor Registration <span class="chev">›</span></summary>
<div class="sec-bd">
<div class="flow"><span class="step">Submitted</span><span class="arrow">→</span><span class="step">Verify</span><span class="arrow">→</span><span class="step badge b-green">Approved → pushed to SAP</span></div>
<ol class="steps">
@@ -325,7 +357,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="approvals">
<summary><span class="sec-ico">🛡️</span> 17. Approvals <span class="chev">›</span></summary>
<summary><span class="sec-ico">🛡️</span> 19. Approvals <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li><b>External Approval</b> — review and act on items awaiting your sign-off from outside SAP's own approval flow.</li>
@@ -335,7 +367,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="projects">
<summary><span class="sec-ico">💼</span> 18. Projects <span class="chev">›</span></summary>
<summary><span class="sec-ico">💼</span> 20. Projects <span class="chev">›</span></summary>
<div class="sec-bd">
<div class="flow"><span class="step">New Project</span><span class="arrow">→</span><span class="step">Purchase</span><span class="arrow">→</span><span class="step">Engineering</span><span class="arrow">→</span><span class="step">QA</span><span class="arrow">→</span><span class="step">QC</span><span class="arrow">→</span><span class="step">Legal</span><span class="arrow">→</span><span class="step">Owner</span><span class="arrow">→</span><span class="step">Plant</span><span class="arrow">→</span><span class="step badge b-green">Finance</span></div>
<ol class="steps">
@@ -346,8 +378,46 @@ ol.steps b{color:var(--text)}
</div>
</details>
<details class="sec" id="finance">
<summary><span class="sec-ico">💰</span> 21. Finance <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">A connected set of P&amp;L, balance sheet, cost and payroll tools built on SAP ledger data. <b>Monthly Accounts</b> is the foundation — most of the rest reads from the snapshots it produces.</p>
<ol class="steps">
<li><b>Monthly Accounts</b> — pick a date range and <b>Load Data</b> to pull SAP ledger transactions into 9 categorized tabs (Revenue, Purchase, Employee, Factory, Admin, S&amp;D, Finance, Other Income, Other), or switch to <b>Trial Balance</b> mode. Add manual Provision amounts/notes per account, then <b>Save All</b>. Use <b>Save Snapshot</b> to freeze a completed period — Opening Stock auto-carries from the prior month's Closing Stock. (Admin-only <b>Configure</b> tab maps SAP accounts to these categories.)</li>
<li><b>P&amp;L Comparison</b> — select two or more saved (non-Trial-Balance) snapshots, click <b>Compare</b>, optionally toggle <b>% of Revenue</b>, then Print or Download an Excel workbook with live formulas.</li>
<li><b>Cost Sheet</b> — set a date range (and optionally Salary Periods / an Employee Pool Snapshot), <b>Load Cost Sheet</b> for a per-item cost breakdown (RM, Employee, QA, QC, Boiler, Power, R&amp;M, R&amp;D) split by Blood Bag vs CAPD. Expand <b>Configure Cost Allocation</b> to override the BB/CAPD % per cost head — left blank, it's computed from the salary/RM ratio automatically.</li>
<li><b>Balance Sheet</b> — set an As-Of date and P&amp;L date range, pick a Monthly Accounts snapshot (auto-matched by date, auto-fills Net Profit), then <b>Load</b>. It back-solves a <b>Provisions</b> line so Assets always equal Liabilities — watch the <b>Balanced ✓</b> vs <b>Difference</b> indicator. (Admin-only Configure panel maps account codes to each line item.)</li>
<li><b>Cash Flow</b> — set a date range, pick a snapshot for working-capital items and optionally a separate one for profit, then <b>Load Cash Flow</b>; <b>Download Excel</b> when done. (Admin configures which account codes feed each Asset/Liability/Capital/Cash line item, once.)</li>
<li><b>Salary</b> — <b>Upload</b> tab: drop a payroll Excel for a period. <b>Configure</b> tab: map each department to one of 13 cost centres (BLOOD BAG, CAPD, QA, …), or set a sheet-level % allocation fallback with a BB/CAPD split ratio. <b>Summary</b> tab shows allocated totals and flags anything unmapped — this feeds Cost Sheet's Employee Cost. Export to Excel any time.</li>
</ol>
<div class="tip"><b>Tip:</b> Each Finance tool is its own permission — Monthly Accounts, P&amp;L Comparison, Cost Sheet, Balance Sheet, Cash Flow and Salary can all be granted independently.</div>
</div>
</details>
<details class="sec" id="gst">
<summary><span class="sec-ico">🧾</span> 22. GST Reports <span class="chev">›</span></summary>
<div class="sec-bd">
<p class="lead">Builds statutory GST return data straight from SAP documents for a period, ready to export or push out to your filing tool.</p>
<ol class="steps">
<li><b>GSTR-1</b> — sales-side return. <b>Load Data</b> pulls SAP invoices into B2B/B2CL/B2CS/Export/HSN/Docs Issued tabs; open any row in the slide-in panel to review/edit, filter by section, then <b>Download Excel</b> or <b>Upload to TCS</b> (your external GST filing tool).</li>
<li><b>GSTR-2 Purchase</b> — same load/edit/export/Upload-to-TCS pattern for purchases (B2B/IMPG/B2BUR/HSN/CDN tabs); you can also temporarily import an external Excel into a tab, and set a TCS Period (MMYYYY) before uploading.</li>
<li><b>ITC-04 Job Work</b> — challan report for goods sent to/received from job workers (SAP stock transfers starting <code>JW</code>). Pick Type (send/receive), date range, quarter period and Action Flag (Add/Modify/Delete), <b>Load Data</b>, then Download CSV or Upload to GSP.</li>
</ol>
</div>
</details>
<details class="sec" id="masters">
<summary><span class="sec-ico">🗄️</span> 23. Business Master &amp; General Ledger <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li><b>Business Master</b> — search SAP Business Partners (Customers/Vendors/Leads) by type/name/code, click a row to open its tabbed detail (addresses, contacts, etc.), edit and save.</li>
<li><b>General Ledger</b> — a transaction-level GL report (separate from the summarized Reports page below). Set a date range, use <b>Select Accounts</b> to pick from a searchable, grouped multi-select, then <b>Load Report</b> for a running cumulative balance per account — Download Excel or Print from there.</li>
</ol>
</div>
</details>
<details class="sec" id="reports">
<summary><span class="sec-ico">📊</span> 19. Reports &amp; Dashboards <span class="chev">›</span></summary>
<summary><span class="sec-ico">📊</span> 24. Reports &amp; Dashboards <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li><b>Reports</b> — sales, purchase and inventory reports for day-to-day reference.</li>
@@ -359,8 +429,19 @@ ol.steps b{color:var(--text)}
</div>
</details>
<details class="sec" id="logs">
<summary><span class="sec-ico">🗒️</span> 25. Audit Logs &amp; Mail Log <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li><b>Audit Logs</b> — an immutable, global record of every mutating action in the portal (create/update/delete/approve/login and more). Filter by date/user/module/action/result or search text; click a row to see the exact field-level before/after change.</li>
<li><b>Mail Log</b> — every outbound system email the portal has sent (e.g. Work Order/Production Order/Batch Issuance stage notifications). Filter by date, status (Sent/Failed/Skipped) or search; a failed row shows the error message so you can see why someone wasn't notified.</li>
</ol>
<div class="tip"><b>Tip:</b> Audit Logs is gated by admin access or the 'audit' module specifically — most users won't see it, by design.</div>
</div>
</details>
<details class="sec" id="documents">
<summary><span class="sec-ico">📁</span> 20. Documents <span class="chev">›</span></summary>
<summary><span class="sec-ico">📁</span> 26. Documents <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li>Open <b>Documents</b> to upload or browse shared files relevant to your work.</li>
@@ -369,7 +450,7 @@ ol.steps b{color:var(--text)}
</details>
<details class="sec" id="profile">
<summary><span class="sec-ico">👤</span> 21. Your Profile <span class="chev">›</span></summary>
<summary><span class="sec-ico">👤</span> 27. Your Profile <span class="chev">›</span></summary>
<div class="sec-bd">
<ol class="steps">
<li><b>Edit Profile</b> — update your name and email.</li>
@@ -418,7 +499,9 @@ document.getElementById('btn-logout').onclick=()=>{sessionStorage.clear();docume
prodorder: {modules:['production-create']},
issue: {modules:['production-issue']},
receipt: {modules:['production-receipt']},
verifywo: {modules:['work-order-verify','production-verify']},
verifyprod: {modules:['production-verify']},
closeprod: {modules:['production-close']},
verifywo: {modules:['work-order-verify']},
manpower: {modules:['man-power']},
oee: {modules:['oee']},
rejection: {modules:['rejection-register','rejection-analytics']},
@@ -426,7 +509,11 @@ document.getElementById('btn-logout').onclick=()=>{sessionStorage.clear();docume
custvendor: {modules:['customers','vendors']},
approvals: {modules:['approvals','sap-approvals']},
projects: {modules:['projects-new','projects-view','projects-approvals']},
finance: {modules:['finance-monthly','finance-comparison','finance-costsheet','finance-balancesheet','finance-cashflow','salary']},
gst: {modules:['gstr1','gstr2','itc04']},
masters: {modules:['business-master','general-ledger']},
reports: {modules:['reports','board-dashboard','production-dashboard','ppc-report','pwo-source-audit'],roles:['board_member']},
logs: {modules:['audit','mail_log']},
documents: {modules:['documents']},
profile: {always:true},
};