diff --git a/public/guide.html b/public/guide.html index a697238..9ecf932 100644 --- a/public/guide.html +++ b/public/guide.html @@ -76,17 +76,23 @@ ol.steps b{color:var(--text)} 8. Production Order 9. Issue for Production 10. Receipt from Production - 11. Verify Work Order - 12. Man Power - 13. OEE - 14. Rejection Register & Analytics - 15. Purchase - 16. Customer / Vendor - 17. Approvals - 18. Projects - 19. Reports & Dashboards - 20. Documents - 21. Your Profile + 11. Verify Production + 12. Close Production + 13. Verify Work Order + 14. Man Power + 15. OEE + 16. Rejection Register & Analytics + 17. Purchase + 18. Customer / Vendor + 19. Approvals + 20. Projects + 21. Finance + 22. GST Reports + 23. Business Master & General Ledger + 24. Reports & Dashboards + 25. Audit Logs & Mail Log + 26. Documents + 27. Your Profile
@@ -244,8 +250,34 @@ ol.steps b{color:var(--text)}
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+ ๐Ÿ” 11. Verify Production โ€บ +
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A single order-level sign-off on a completed Production Order's material accuracy โ€” different from Verify Work Order below, which stamps individual material rows.

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  1. Open Verify and pick an eligible Production Order.
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  2. Review the same QA โ€” Approved vs Issued 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).
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  3. Once satisfied it's accurate, click Verify to stamp the order โ€” this is a one-time, order-level action, separate from and in addition to closing it (see Close Production next).
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Tip: This needs its own permission (production_order:verify) โ€” you may have Issue/Receipt access without having this, or vice versa.
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+ ๐Ÿ”’ 12. Close Production โ€บ +
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The final step of a Production Order's life โ€” posts the actual closure into SAP.

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  1. Open Close โ€” it lists every order eligible to be closed (fully received and transferred to Finished Goods; a Consumable Order is the exception and can close right after Issue, skipping Receipt/Transfer entirely).
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  2. Click a card to open its detail โ€” check the components and receipt data one more time.
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  3. Click Close to post it. This uses your own SAP login (Profile โ†’ My SAP Account), so make sure that's set up before you try.
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Tip: Closing needs its own permission too (production_order:close, or a separate production_order:consumable_close just for Consumable Orders) โ€” admins bypass this automatically.
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- โœ… 11. Verify Work Order โ€บ + โœ… 13. Verify Work Order โ€บ

This is where "Issued By", "Received By" and "Verified By" get recorded for the printed Work Order โ€” per material row, since different items are often issued/received/verified on different days by different people.

Issued Byโ†’Received Byโ†’Verified By
@@ -263,7 +295,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ‘ท 12. Man Power โ€บ + ๐Ÿ‘ท 14. Man Power โ€บ
  1. Open Man Power and click + New Entry for the day.
    2. @@ -274,7 +306,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ“ˆ 13. OEE (Overall Equipment Efficiency) โ€บ + ๐Ÿ“ˆ 15. OEE (Overall Equipment Efficiency) โ€บ
  1. Open OEE and pick the form for your area (EBB Production, Plastic Sheet Plant, Moulding, Autoclave, etc. โ€” forms not yet set up show as "Coming soon").
    2. @@ -286,7 +318,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿšซ 14. Rejection Register & Analytics โ€บ + ๐Ÿšซ 16. Rejection Register & Analytics โ€บ

A line/shift operator counts in-process rejections against a batch at their Stage (EBB, Sheet Plant, Moulding, Packing, CAPD stages, โ€ฆ); QA reviews and analyzes it plant-wide.

    @@ -301,7 +333,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ›’ 15. Purchase โ€บ + ๐Ÿ›’ 17. Purchase โ€บ
Purchase Requestโ†’Quotationโ†’Purchase Orderโ†’Goods Receipt PO
    @@ -314,7 +346,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿข 16. Customer / Vendor Registration โ€บ + ๐Ÿข 18. Customer / Vendor Registration โ€บ
Submittedโ†’Verifyโ†’Approved โ†’ pushed to SAP
    @@ -325,7 +357,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ›ก๏ธ 17. Approvals โ€บ + ๐Ÿ›ก๏ธ 19. Approvals โ€บ
  1. External Approval โ€” review and act on items awaiting your sign-off from outside SAP's own approval flow.
    2. @@ -335,7 +367,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ’ผ 18. Projects โ€บ + ๐Ÿ’ผ 20. Projects โ€บ
New Projectโ†’Purchaseโ†’Engineeringโ†’QAโ†’QCโ†’Legalโ†’Ownerโ†’Plantโ†’Finance
    @@ -346,8 +378,46 @@ ol.steps b{color:var(--text)}
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+ ๐Ÿ’ฐ 21. Finance โ€บ +
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A connected set of P&L, balance sheet, cost and payroll tools built on SAP ledger data. Monthly Accounts is the foundation โ€” most of the rest reads from the snapshots it produces.

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  1. Monthly Accounts โ€” pick a date range and Load Data to pull SAP ledger transactions into 9 categorized tabs (Revenue, Purchase, Employee, Factory, Admin, S&D, Finance, Other Income, Other), or switch to Trial Balance mode. Add manual Provision amounts/notes per account, then Save All. Use Save Snapshot to freeze a completed period โ€” Opening Stock auto-carries from the prior month's Closing Stock. (Admin-only Configure tab maps SAP accounts to these categories.)
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  2. P&L Comparison โ€” select two or more saved (non-Trial-Balance) snapshots, click Compare, optionally toggle % of Revenue, then Print or Download an Excel workbook with live formulas.
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  3. Cost Sheet โ€” set a date range (and optionally Salary Periods / an Employee Pool Snapshot), Load Cost Sheet for a per-item cost breakdown (RM, Employee, QA, QC, Boiler, Power, R&M, R&D) split by Blood Bag vs CAPD. Expand Configure Cost Allocation to override the BB/CAPD % per cost head โ€” left blank, it's computed from the salary/RM ratio automatically.
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  4. Balance Sheet โ€” set an As-Of date and P&L date range, pick a Monthly Accounts snapshot (auto-matched by date, auto-fills Net Profit), then Load. It back-solves a Provisions line so Assets always equal Liabilities โ€” watch the Balanced โœ“ vs Difference indicator. (Admin-only Configure panel maps account codes to each line item.)
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  5. Cash Flow โ€” set a date range, pick a snapshot for working-capital items and optionally a separate one for profit, then Load Cash Flow; Download Excel when done. (Admin configures which account codes feed each Asset/Liability/Capital/Cash line item, once.)
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  6. Salary โ€” Upload tab: drop a payroll Excel for a period. Configure tab: map each department to one of 13 cost centres (BLOOD BAG, CAPD, QA, โ€ฆ), or set a sheet-level % allocation fallback with a BB/CAPD split ratio. Summary tab shows allocated totals and flags anything unmapped โ€” this feeds Cost Sheet's Employee Cost. Export to Excel any time.
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Tip: Each Finance tool is its own permission โ€” Monthly Accounts, P&L Comparison, Cost Sheet, Balance Sheet, Cash Flow and Salary can all be granted independently.
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+ ๐Ÿงพ 22. GST Reports โ€บ +
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Builds statutory GST return data straight from SAP documents for a period, ready to export or push out to your filing tool.

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  1. GSTR-1 โ€” sales-side return. Load Data 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 Download Excel or Upload to TCS (your external GST filing tool).
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  2. GSTR-2 Purchase โ€” 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.
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  3. ITC-04 Job Work โ€” challan report for goods sent to/received from job workers (SAP stock transfers starting JW). Pick Type (send/receive), date range, quarter period and Action Flag (Add/Modify/Delete), Load Data, then Download CSV or Upload to GSP.
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+ ๐Ÿ—„๏ธ 23. Business Master & General Ledger โ€บ +
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  1. Business Master โ€” 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.
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  2. General Ledger โ€” a transaction-level GL report (separate from the summarized Reports page below). Set a date range, use Select Accounts to pick from a searchable, grouped multi-select, then Load Report for a running cumulative balance per account โ€” Download Excel or Print from there.
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- ๐Ÿ“Š 19. Reports & Dashboards โ€บ + ๐Ÿ“Š 24. Reports & Dashboards โ€บ
  1. Reports โ€” sales, purchase and inventory reports for day-to-day reference.
    2. @@ -359,8 +429,19 @@ ol.steps b{color:var(--text)}
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+ ๐Ÿ—’๏ธ 25. Audit Logs & Mail Log โ€บ +
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  1. Audit Logs โ€” 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.
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  2. Mail Log โ€” 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.
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Tip: Audit Logs is gated by admin access or the 'audit' module specifically โ€” most users won't see it, by design.
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- ๐Ÿ“ 20. Documents โ€บ + ๐Ÿ“ 26. Documents โ€บ
  1. Open Documents to upload or browse shared files relevant to your work.
    2. @@ -369,7 +450,7 @@ ol.steps b{color:var(--text)}
- ๐Ÿ‘ค 21. Your Profile โ€บ + ๐Ÿ‘ค 27. Your Profile โ€บ
  1. Edit Profile โ€” update your name and email.
    2. @@ -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}, };