Client Information Center
Introduction
Client Information Center
Profile:-
The current Subscription pack of Konnect ERP is displayed with information on the purchased
modules and other services like Training days,no of users,Printformats and reports.
Subscription:-
All subscriptions and subscription amounts are available in this tab
Account:-
The client statement of accounts including proformas,payments and invoices are available here for
the account holder to download.
Requests:-
All Client Requests created during the rollout of Konnect ERP along with the status and aging of the
same are available to the account holder to view and download.
This allows the account holder to track the status of requests in a transparent and online manner
Service Desk:-
All Support tickets raised by the account holder to Konnect Support team are visible here, so the
users need not use multiple sites to get this information. The history of the ticket along with the
expected date of closure are made available.
Project:-
The rollout timeline and the trainings offered by Konnect can be viewed here, information on the
dates,scope and consultant deputed for those trainings are available here.
CSR:-
CSR is a new Tool to be introduced to stream all communication and requests by Account holder
with Konnect would be available here. These could be training requests,New Reports,Print
formats,ERP Assistance request or scenarios that need to be configured or altered in the Client
System. Going forward this would be single window for Konnect-Client Communication.
CSR Type :
1) Customer Report : You must choose this option if you need to update any existing reports or create any new ones.
2) Data Upload : For master data upload this type will be selected.(Ex - Product, Business partner, Bill of material, routing)
3) ERP Assistance : Please choose this option if you require any assistance or support with software-related questions.
4) New scenario : This type can be chosen if a new scenario is needed.
5) Print format : Choose this option if any existing print formats need to be corrected or if a new print format is needed.
6) Scenario change : This type must be chosen if the current scenario is to be modified.
7) Training : You can choose this option if you need any training for a specific transaction or master file import.
CSR Stage :
1) Client Action : It must be chosen when the client needs to finish the point.
2) Request created : Requirements will guide the creation of the request.
3) Request cancelled : If a request is modified after it has been completed, it will be canceled.
4) Request validated : Tasks must be authenticated when they are finished.
BPX:-
BPX is a new tool offered by Konnect to map all Client Business Process and Scenarios in the system,
All Scenarios configured during the rollout can be viewed here and downloaded, this will help the
Account Holder to view the BPX configured and can be downloaded as well.
Reports:-
Open CSR Document
Open CSR document Header
Critical Fields:
1) Name : The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
2) Transaction date : The Transaction Date indicates the date of the transaction.
3) Business partner : A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson.
4) User/contact : The User identifies a unique user in the system. This could be an internal user or a business partner contact
5) CSR Type : It is used to select the CSR type.
6) CSR Stage : It is used to select the CSR Stage.
7) Summary : The Summary allows free form text entry of a recap of this request.
8) Duration Unit : It is used to select the Duration unit type.
Critical & one-time setup fields:
1) Organization: An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Non-Critical Fields:
1) Closed status : This allows to have multiple closed status.
2) Sales Representative : The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
3) Date Required : Date when required.
4) Duration : Expected (normal) Length of time for the execution.
5) On-site Location :
6) Last Result : The Last Result identifies the result of the last contact made.
7) Order : The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled.
8) Receipt Demand : Receipt demand is a control document & it will display document no.
9) Payment : The Payment is a unique identifier of this payment.
10) Project schedule : It is used to select the project schedule.
11) MOM : It is used to mention the MOM document.
12) Action items :
Zoom conditions: