business stationary requisiotn module (bsrm) operations
Contents
1. Religare Securities Ltd BUSINESS STATIONARY REQUISIOTN MODULE BSRM OPERATIONS MANUAL Type the abstract of the document here The abstract is typically a short summary of the contents of the document Type the abstract of the document here The abstract is typically a short summary of the contents of the document CONTENTS 10 How TO ACCESS MOCUIE seanina aE EA 3 Lor O MOJ UO a E EEE 3 HOMO PAO os E E E E AAEE AEA AA A 3 RINE T U aE retest avy et sini a cia tsi as ns sicrsi nip sins ns ans nsinnniipc nsste ec mee oeeaeeeeesanoenes 4 For Cancelling the REGQUCS Casco ciecetcceicecticwtavcasecdsveteuceunecaaedeees vectsacteilctesnnnaiwontonatensianmenvebaeebventenroenie 9 ADDIFOVINE THE TEQUES T acasiasosiscnsinnadanctiansdasadacedsandeanbannbannsanntacatousnsanteenshasntenntenstionatinsieostensteratnensenens 10 Modify and approve FEQUESE s isiassisicdaashensdsasasnsdeastnnssiensdsasanndaeadinacswnddtondenenienmtionticennceeieneconn es 11 Receipt Confirmation cccccescccescccescecesceeeececsncecenceneneesencesenecseceseeeeseeeseeeseeeceseeeesaeceseeeeseeeaes 12 Reports and MISS icense N NEEN 13 Collateral DISTHOULION A DOrOVal MAIK eE ETE EEN 14 1 How to access module Login to the module by using below link http admin religare in AOF 2 Login to Module Enter HRIS User Name and Password User name lt email address with domain gt like abc xyz religare com Password XXXXXXXXX 3 Home Page e All oper2. OPENING FORM Riddhi C Parikh 45847 erare a393 ACCOUNT OPENING FORM 50 Sanjay Kumar Aleea 10505 Punes Dispatch 8296 ACCOUNT OPENING FORM Devika paresh joshi 1583 19 Jan 2012 2064 al Haste Dispatch 8397 ACCOUNT OPENING FORM 5 Devika paresh joshi 1583 19 Jan 2012 H Expense Booking Home e Post dispatch from store team requester receives the information regarding courier details and AWB number of dispatch as shown below admin helpdesk religare in preethy nair religare com Dear Preethy K Nair Requester Detail Name 12077 Preethy K Nair Branch Code 4774 RAFEEKKALI K P Email ID preethy nair religare com Request Detail Request ID 9314 Item Type Item Name Quantity Reason Courier Name AWB No Dispatch Date AOF ACCOUNT OPENING FORM A22 RSL BROKING INDIVIDUAL amp NON INDIVIDUAL 15 MARKETING PURPOSE BLUEDART 13441129321 18 Jan 2012 For viewing please login through below link http admin religare in AOF Best Regards Religare Admin Helpdesk 7 Modify and approve request Now approver can modify the quantity of items requested and approve the same Foe that approver has to click on Approve modify button Then approver will have to enter the Modified quantity and click submit The request will be approved and an auto mailer giving description of modified quantity will be sent to approver Pending for Approval d Approve Rejec
3. R1002 NORTH R7Z5 Zone 38338 Varun Dua 13 700 35 SELF i 5 Requester Report b Home Delhi Receive 7 1793 R1002 NORTH R7Z5 Zone 38338 Varun Dua 10 700 35 SELF iHome Page 5 Request Receiving Request Received Successfullv Report section will show as Received Requester Report E Request Date From 06 May 2011 To 11 May 2011 i Raise Request Business Region A Request Status L E i Request Receiving H Request Cancel Request ID Item of Form B AOF 5 Request ID B Operation Total Record s Found 2 Sub Type Region Qty Orderd Request Date Dispatch On Received On Status 5 ACCOUNT OPENING KIT 3 ACCOUNT OPENING KIT EER Reports 9 Reports and MISs Requester Report requester can see the list of requests raised by him under Reports Requester Report section as shown below Search can be done by Request ID or by selecting the date range Option Requester Report Request ID ee Request Date From 20 Jan 2012 To 20 Jan 2012 B ADF Gr tiseration Business Region Request Status kaise Hew Request Pending for Approval Receipt Confirmatian Cancel Placed Order Reports Home Help Sheet Below screen shot shows a report shown for defined date range This reposrt can be exported to Excel also Requester Report Request ID OoOO O Request Date From 03 Jan 2012 To 20 Jan 2012 Business Region
4. 117 Employee Name VIVEK AGARWAL Employee Code Receiver Mame Amit Contact Number 9999999999 Remarks Forma not available Item Name Total Quantity Unit Price Total Price Remaining Limit Ao LIT RSL BROKING CINDIVWIDUWAL OPENINGS FORM amp MOM INDIVIDUAL j Ao LIT RSL CURRENCY OPENING FORM DERIVATIVE CINDIVIDUAL Employee Mame VIVEK AGAR WAL Receiver Marne Contact Murmber Remarks e Post selecting the items click on the Submit button System generated unique id assign to request as shown below 2b RELIGARE Values that bind Raise Request Operation Request Submited Successfully With Request No 30 Raise Request AE New Request Request Receiving Ln Cancel Request Reports Requester Report Home i Home Page If the operation user is allowed to punch the request for other branches then he needs to select the Request Type as other and the respective branch code and follow the above steps 5 For Cancelling the Request e If any request is wrongly raised then requester can cancel the same thru Cancel Placed Order as shown below RELIG Values that bind ion l Operation Raise New Request Pending for Approval bl Store i Reports i Master i Expense Booking Home Please note user can cancel only those request which has not dispatched from the store 6 Approving the request e Based on the requisition submitted if Account opening c
5. It displays below screen Request Type Self k Item Trpe Select Form Ty pe Item Sub Type Er Branch Code Fava Branch Name Noida GYS Global Tam Mamat A Total Quantity Umit Price Total Price Limiit Requested Item Details Show Previous Request Details Receiver Manne Contact Munmber e Request type Self is for raising the request of self branch users branch and Other raising the request of other branch for which user has the access e For getting the access of other branches e mail needs to be sent to stores religare in along with the approval from the zonal head for mapping other branches to users e Item Type shows list of items available Account Opening Form Collaterals e User need to select Item Type Item Sub Type Items Name and enter the quantity required e Based on the Item Type selected the various sub item types under this category will appear se Values that bind Option EACF i Request Type Self ine Operation ie Item Type ACCOUNT OPENING FORM m Raise Request o Item Sub Type Select Item Sub Type EEE g Branch Code M Select Item Sub Type _ EQUITY STCOO1 b COMMODITY STCOO2 a Seer Item Name NSDL STCOO3 Total Quantity LEDSL STCOOS iTancel Request Hame u R equester Report Home Total Price L Home Page Remaining Limit 0 Requested Item Details Show Previous Request Details Receiver N
6. Request Status otal Record s Found 46 RequestID DispatchID DispDetailID TypeOfForm SubType BCode BranchType QtyOrder DispQty RequestedDate DispatchOn ReceiverName ReceiverContactNo ReceivedOn Status ACCOUNT 8093 7757 8218 OPENING RSL NSDL 4612 sub Broker 10 10 04Jan 2012 98 Jan Mr Ankit 0975660116 Dispatched FORN INDIVIDUAL 2012 Agarwal RSL ACCOUNT BROKING 05 Jan ae ea 8094 7758 8219 OPENING INDIVIDUAL 1997 Sub Broker 30 30 04 Jan 2012 i 0931992674 Dispatched 2012 Gupta FORM amp NON INDIVIDUAL RSL ACCOUNT BROKING Mr Sushil 8098 7762 8223 OPENING INDIVIDUAL 1087 Sub Broker 30 30 04 Jan 2012 f 9872038764 Dispatched Kumar FORM amp NON INDIVIDUAL ACCOUNT 8099 7763 8224 OPENING RSL NSDL 1087 sub Broker 20 20 04Jan 2012 9878 Mr Sushil 9872038764 Dispatched sitar INDIVIDUAL 2012 Kumar RSL ACCOUNT BROKING 05 Jan Mr Aja 8100 7764 8225 OPENING INDIVIDUAL 1012 Sub Broker 10 04 Jan 2012 vor 9927053316 Dispatched 2012 Purwar FORM amp NON INDIVIDUAL wU ase E 09 Jan 8105 7769 8230 OPENING 6057 Sub Broker 10 05 Jan 2012 Mr Sanjay 5446252181 seated Enah INDIVIDUAL 2012 Approver report similar to requester reports approvers can see a report of all the requests approved by them Search can be done by Request ID or by selecting the date range RELIGARE Values that bind Approvers Report Request Date From 20 Jan 2012 To 20 Jan 2012 e ion Requ
7. ame Contact Number Remarks e Based on the Item Sub Type selected the various item names under this sub category will appear 8 RELIGARE Values that bind Option G AGF Request Type Self lnc El Operation A Item Type ACCOUNT OPENING FORM Raise Request i Item Sub Type EQUITY STCOO01 ro Request Receiving Branch Code 1793 Cancel Request Branch Mame GYS Global Noida 4 Reports Item Name Select Form Mame Requester Report Total Quantity M Select Form Name BUSINESS PARTNER EVALUATION FORM Eion Total Price CURRENCY DERIVATIVE INDIVIDUAL Home Page Remaining Limit Requested Item Details Show Previous Request Details Receiver Name Contact Number Remarks Item Name RSL BROKING INDIVIDUAL amp NON INDIVIDUAL Total Quantity Unit Price 16 80 Total Price Remaining Limit iD Reguested Item Details Show Previous Request Details Receiver Mame Contact Number Remaining limit is the limit for ordering the account opening forms without any approval J This limit is calculated based on following e Limit Allowed without any approval in a month Total number of account opened in last month X 2 5 e Eg if 100 accounts has been opened in the Oct 2011 month then Number of forms allowed to be ordered in Nov 11 month without approval is 2 5 X 100 250 e Quantity ordered above this limit will go for Exceptional approval to Bra
8. ational users who are mapped in the Expense Manager for punching have the default rights of raising the request for their branches e After login below screen will appear to the requester Religare Administration amp Infra System th on Pager Safety Help Sheet BSRM How to Use Raise Request head eatin Available Collaterals Operation Cancel Request Reports DOGGIE TAa im Home Page Generic ID for support For any queries contact at stores religare in 3 1 BSRM How to Use is the user manual document for using the BSRM application 3 2 Available Collaterals shows list of active collaterals available Available Collaterals BP DANGLERS PAPER INSERT TAMIL ENGLISH BENGALI ENGLISH GUJRATI ENGLISH HINDI ENGLISH PAPER IN PAPER INSERT MARATHI ENGLISH PAPER INSERT MALAYALAM BP LEAFLET PAPER INSERT TELUGU BP POSTERS 2 KINDS 3 3 TAT Matrix shows branch wise standard time required by the dispatch team for dispatching the couriers post approval 3 4 Generic ID for Support can be used to send any queries regarding dispatch Users can contact at stores religare in e mail id 4 Raising request e For raising new request click on the Raise New Request link from the left menu bar Option G AOF Operation Pending for Approval Receipt Confirmation Cancel Placed Order Hl Store H Reports i Master i Expense Booking
9. est Status z 10 Collateral Distribution Approval Matrix In case of Collateral request submitted it will follow the same procedure as mentioned earlier with following approval matrix Sub Total Cost of Total Product Collaterals in month Branch Multiplier Approving Authority Upto Rs 4000 in month Not Applicable Branch Head gt Rs 4000 and lt Rs 7500 ot Applicable Zonal Head 0 i R Retail gt Rs 10000 and lt Rs gt Rs 10000 and lt Rs ee 25000 Business Head gt Rs 25000 Not Applicable N gt Rs 7500 and lt Rs 1000 Not Applicable egional Head lt 2 Regional Head
10. nch Manager gt Zonal Head gt Regional Head e Incase of Business Partner requisition approval will be required from Regional Head e Post entering the quantity click on Add button e After clicking Add button you can order for more collateral in the same order as shown in below screen shots Item Name Total Quantity Unit Price Total Price Remaining Limit D Requested Item Details Item Mame Quantity Price Unit Price Employee Name VIVEK AGARWAL Receiver Name Contact Mumber Remarks Request Type Item Type ACCOUNT OPENING FORM Item Sub Type EQUITY STCOO1 Branch Code 7371 Branch Name Noida GYS Global Item Name 3 Select Form Total Quantity Unit Price Total Price Remaining Limit 0 Requested Item Details Edit Delete Item Name Quantity Price Unit Price RSL BUSINESS PARTNER EVALUATION FORM 23 2 73 i Total 23 62 79 e Like this use can add the multiple items under single request e Modifications on the items already selected in bucket can be done thru Edit option if any item is wrongly selected then same can be deleted by Delete option Item Name Quantity Prices Unit Price ACCOUNT RSL BROKING CINDIVIDUAL 22 15 80 OPENING FORM amp NON INDIVIDUAL u ACCOUNT RSL CURRENCY i LS af J ay B i OPENING FORM DERIVATIVE INDIVIDUAL 13 65 313 95 pt EEE show Previous Request Details Regional Head Approval Details 1
11. ount exceeds the limit defined it will go for exceptional approval to Branch Manager Zonal Head and Regional Head For forms requested which is in monthly limit it will directly go to Central Store Team for dispatch e Auto mailer will be sent to the approvers and approvers will have the option of approving through mail also Dear Vivek Agarwal Below request is assigned to vou for your necessary action related to approval Approve Reject Requester Detail Name 14628 Sandeep Smgh Rawat Branch Code 1463 Shree Ji mvestment Email ID tawat sandeep religare com Request Detail Request ID 8398 Item Type AOF ACCOUNT OPENING FORM Quantity 2 otal Amount 07 50 Reason Forms fmished with BP Ttem Type Ttem Name ACCOUNT OPENING FORM RSL BROKING INDIVIDUAL amp NON INDIVIDUAL Approve Reject For requests gets approved request further goes to stores team for dispatch 48 RELIGARE Values that bind Iption Dispatch Request Dispatch equest ID te ype Name Qty Requested By Requested Date Branch Code Branch Name ar oparaian patch 8377 ACCOUNT OPENING FORM 5 Vikas Udaywal 23017 19 Jan 2012 1574 _ Itarsi Commodity ErStore Dispatch 8379 ACCOUNT OPENING FORM_ 5 Vikas Udayval 23017 19 Jan 2012 _ 1574 Itarsi Commodity l Dispatch ACCOUNT OPENING FORM Surya Pillai 36245 Dispatch Anamika Jain 12921 Dispatch 8390 ACCOUNT OPENING FORM_ 4 Anamika Jain 12921 Dispatch 8391 CCOUNT
12. t RequestID ItemTypeCode ItemTypeName Qty Price RequestedRemarks RequestedBy EmployeeCode EmployeeName Bode BName courier to branch ACCOUNT 9 36 ist floor has Singh G 36 III IV Approve Modify Reject 8381 OPENING FORM 20 336 00 marina arcade cp 36710 36710 Dua 1911 Equity nd O1 courier to branch ACCOUNT g 36 1 st floor oo Singh G 36 III Approve Modify M Approve Modify Reject 8383 OPENING FORM 20 294 00 manna arcad rp 36710 36710 i511 Equity a 0i ACCOUNT aea e Singh INFINITY approve Modify Reject Reject aE rove Modify Reject 8386 OPENING FORM 25 367 59 sof jise2s 14628 Forage 6074 INVESTMENT ACCOUNT Sandeep Singh Shree Ji 4 a Approved All Request ID 8381 Item Detail RequestMID RequestID ItemTypeCode ItemTypeName ItemCode ItemName Qty UnitPrice Modified Qty 8465 8381 ACCOUNT OPENING FORM RCL SPOT INDIVIDUAL 16 80 iT Remarks 8 Receipt Confirmation Post receiving the packets at branches requester needs to mark as received against respective request with appropriate remarks if applicable Welcome Varun Dua EMP Values that bind Logout Help Request Receiving E AOF Operation Receive DispDetailID DispatchID RequestID BCode BName RCode RName ZCode ZName EmployeeCode ReqEmployeeName Qty Price DispatchType CourierName AWBNO Disp ae Does ee Receive 1793 R1002 NORTH R7Z5 Zone 38338 Varun Dua Request Receiving 5 l im Cancel Request Delhi ss Receive 1793
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