Solution for the inventory movement error-"No user id found in UPR" in DOP Finacle after CSI migration

• Recently in DOP started migration of post offices to CSI  application which is nothing but Core Systems Integration.
• CSI integrates all the modules of the post office operations including the FSI application i.e., Finacle application.
• Core Systems Integration (CSI) is a major update in postal department.We call it a positive change towards achieving long term strategic goal which reads "Achieve the long term goal of financial self-sufficiency by generating surpluses from services (existing and new) outside our universal service obligation".
• TCS is the vendor for the implementation of CSI project in DOP.
• There are so many advantages after implementation of CSI in DOP which are listed below for all the viewers.

Advantages of CSI implementation :- 

• Mail Operations will offer reliable mail delivery services, by using robust IT Systems for improving article tracking and volume visibility.
• Logistics Post will provide end-to-end supply chain services through a technology-driven logistics network.
• Finance & Accounts will automate accounting operations and bring efficiencies in day-to-day business areas like Cash Management, Asset Accounting, Budgeting, Inventory Management, Procurement and Liability Management.
• Human Resource Management will maintain a single repository of employee data and improve HR Administration activities like Recruitment, Training, Promotion Payroll and Performance Management. It will also provide an Internal Portal which will allow the employees to perform self-service transactions, like apply leave, view/edit personal data etc.
• Customer Interaction Channels will provide customer services through Call Centre, Web Portal and Mobile Devices. It will also enhance the functionalities of Post office counters.

• For more information , visit
  www.indiapost.gov.in/it_modernisation_cm
• When we  try to move the inventory using the menu HIMC after migration to CSI in DOP Finacle for some users they are facing the error "No user id found in UPR".
• The error screen shot will be as shown in the below figure

• It is clear from the above screen shot system is showing the above mentioned error.

Root cause of the above Problem :- 

• The above error will occur after migration to CSI in DOP Finacle due to incorrect mapping of user ids in the menu HIMAUM  which will be taken care by CEPT user id team,
• Hence this is purely inventory access issue which will be taken care by CEPT user id team.

Solution for the above Problem :- 

• When any user faces the above mentioned error after migration to CSI then immediately send the mail to your concerned CPC with user ids, SOLID and error screen shots.
• At CEPT level inventory access will be given using the menu HIMAUM   for the mentioned CSI Ids then the issue will be settled.
• From CPC confirmation mail will be sent to respective office after giving the inventory access to the mentioned users. Then users can check with inventory movement in DOP Finacle.

Inventory menus in DOP Finacle

Inventory menus in DOP Finacle

What is an Inventory?

• The word "Inventory" means one of the most important assets or valuables that most businesses possess.
• Here in DOP the important assets means cheques,certificates(i..e, NSC or KVP in DOP) etc.,
• Inventory will be maintained generally in a safe custody(i.e., in Treasury or in Postmaster custody)
• Inventory movement in DOP Finacle will be done by using the menu HIMC for detailed procedure click here.
• Some of the important inventory menus generally we use in DOP Fiancle are mentioned below which are very handy in inventory operations they are menitoned below

1. HISRA ( Inventory Status Report of any Employee or different location)
2. HISR ( Inventory Status Report at that Employee or same location )  
3. HIMR ( Inventory movement report )
4. HIMI ( Inventory movement inquiry )
5. HIIA ( Inventory inquiry All )

HISRA Inventory Status Report

• This menu is used to view the inventory status of any employee or location which is very useful menu for inquiring the inventory position for supervisors.
• The operating procedure of this menu is explained below in step by step manner i..e, invoke the menu HISRA then the system will show th following below  mentioned screen
• This menu is to be invoked individually for each denomination.

 In the above screen one can observe the location code by default will be the logged in user code

 we can edit the location code and select the user location code by selecting from the searcher as shown

 

Then selet the particular location code ( employee code ) from the list of users as shown

Then click on submit and view the report in HPR as shown.

HISR means Inventory Status Report -EM

• Thie menu is used to view the status of the inventory position of that particular employee only or same location.
• This menu is used to view the inventory status report of the same location or same user in which the user logged in.
• This menu is to be invoked individually for each denomination.
• Invoke the menu HISR then the system will display the screen as shown

Then clik on the searcher and select the inventory type from the list as shown

Then clcik on Submit and view the report in HPR.

HIMR means Inventory Movement Report

• This menu is used to view the inventory movement report i.e, movement of inventory from one location to another location from a particular period.
• This is a very hand menu to know how  much we have transferred from supervisor to counter and from DL to supervisor etc.
• This menu is to be invoked individually for each denomination.
• Invoke the menu HIMR then the system will display the screen as shown

Then eneter the followin details

1. Enter the From Transaction Date ____________
2. Select the Inventory class/type   ___________________
3. Select the from location class/code  ___________________
4. Select the To lacation class/code   ________________   as shown in the below figure

Then click on Submit and view the report in HPR as shown.

HIMI Inventory Movement Inquiry

• This menu is used to inquire the inventory movement between two locations where as in order to view the report and take print use HIMR as mentioned above.
• This is only inquiry menu we can't take the print for this menu.
• This menu is to be invoked individually for each denomination.
• Invoke the menu HIMI and enter the following details

1. Enter the Start  Date ____________
2. Select the Inventory class/type   ___________________
3. Select the from location class/code  ___________________
4. Select the To lacation class/code   ________________   as shown in the below figure

Then click on Go  then the system will show the movement between the given locations as shown

HIIA means Inventory Inquiry All

• This menu is inquiry the total inventory available at a particular location i..e, the system will display all the denominations
• The report can be viewed in same source location as well as different location i.e., we can view the report for any employee of that particular SOL.
• Invoke the menu HIIA then the system will display the screen as shown

Then click on the searcher and select the employee code you are trying to view the report and click on Go then the system will display the total inventory available at that user as shown in the below figure

Inventory Movement in DOP Finacle

Inventory Movement in DOP Finacle:-

What is an Inventory?

• The word "Inventory" means one of the most important assets or valuables that most businesses possess.
• Here in DOP the important assets means cheques,certificates etc.,
• Inventory will be maintained generally in a safe custody.
• Inventory movement in DOP Finacle will be done by the procedure mentioned below
• Invoke the menu HIMC (Inventory Movement between Locations)

HIMC:-Stands for Inventory Movement between Locations.

• Inventory movement in DOP Finacle  will be done in two stages i.e., 

1.  Inventory movement from the external source(CSD in DOP terminology) to double lock ( Safe custody such as Treasury in DOP terminology)
2.  Inventory  movement from double lock to employee(supervisor)

1.Inventory movement from external source to double lock:-

Addition of Inventory:-

• Invoke the menu HIMC then select the function as "ADD"  as shown

 Then click on Go then the system will ask to enter the following as shown

Enter the from location Class as "ZZ"
Enter the from location Code ad "EXT"
Enter the To Location Class as "DL"
Enter the To Location Code as "DL"

Then click on accept then system will shown the screen as shown then click on searcher for inventory class/type as shown

   Then the system displays the list of inventory available in the DOP Finacle as shown

Then from the list of inventory i.e.,

1. For Cheques inventory class is CHQ and inventory type is CHQ
2. For newly introduced inventory class is KVN and inventory type as K1000,K10T,K5000 AND K50T.
3. For old KVP inventory class in KVP ans inventory type is K10000,K50000,KV1000,KV5000,KVP500 and KVP100.
4. For NSC 8 issue inventory class is NS8 and inventory type is N10000,NC1000,NC5000,NSC100 and NSC500.
5. For NSC 9 issue inventory class is NS9 and inventory type is N10000,NC5000,NC1000,NSC500 and NSC100.

Then from the above list select the inventory you are receiving as shown give start and quantity then system auto calculates the end number as shown

Then click on submit then system generates the transaction note it for verification as shown.

Verification of Inventory:-

• For verification also use the same menu HIMC in the same supervisor then select the function as "Verify" then enter the transaction id as shown

Sometimes in a hurry we will forget to note the transaction id in that case click on the searcher as shown

Then the system will ask to enter the following as shown

1. Enter the from  location class
2. Enter the from location code
3. Enter the to location class
4. Enter the To location code
5. Enter the From date
6. Enter the To date
7. Select the Status as "Entered but not authorized"

Then click on submit then the system will display the transaction id then select the transaction id and submit as shown

Then click on authorizer details then the system will shown the screen as follows

Then from the figure one can observe from location is authorized but to location code is not authorized.Then click on authorize then the system will ask to enter the password of the supervisor as shown

Enter the password and then click on login then the system will show both from location and to location as authorized as shown

Then click on submit then the system will show transaction id verified successfully.

• There is one more alternate method if anyone forget to note the transaction after adding the inventory i.e., HIMR

2.Inventory  movement from double lock to employee(supervisor)

Addition of Inventory:-

• Invoke the menu HIMC select the function as "ADD" then click on Go then the system will ask to enter the following as below
• Enter the from location class as "DL"
• Enter the from location code as "DL"
• Enter the to location class as "EM"
• Enter the to location code as "employee id select from the searcher"  as shown 

Then click on accept then the system will show the screen as shown

Then click on the searcher as pointed in the above figure then the system will display the list of inventory available in the double lock (DL) as shown then select the inventory from the DL as shown

Then click on submit then system generates the transaction as shown if anyone forget to note then follow the procedure mentioned above 

Verification of Inventory:-

• Invoke the menu HIMC then select the function as "Verify" enter the transaction id and then click on GO then the system will shown the screen as shown

• Then for verification we have to visit the authorizer details then click on authorizer details then system will ask to enter the password of the supervisor as shown above.
•  Then click on submit then the system will show that transaction id verified successfully.