PR KRISHNA & COMPANY HIG B2, Anupam Apartments, 11/156

CHARTERED ACCOUNTANTS Sector-3, Rajendra Nagar, Sahibabad,

Ghaziabad, UttarPradesh- 201005

Technical Proposal of Customized Transportation Module

 PR KRISHNA & COMPANY HIG B2, Anupam Apartments, 11/156
CHARTERED ACCOUNTANTS Sector-3, Rajendra Nagar, Sahibabad,
Ghaziabad, UttarPradesh- 201005

Scope:

Max Requires a Transportation module for an automated and error free solution for its Shipment/ Trans-
Shipment of Materials through Road Carriers as well as automated process for invoice processing of the
Road Carrier Vendors upon receipt of their Original Invoices in physical Form.

Feasibility:

The above specified Requirement can’t be fulfilled under the standard functionality of the presently
available modules of Oracle EBS at Max India Limited. However, the required automated system can be
designed as a part of a Custom Solution with seamless integration with the Oracle EBS.

To Be Business Process:
Direct Shipment from the Factory-

The above requirement can be met in the following manner-

1. All the Road Carrier Vendors needs to be created/migrated as standard Suppliers in Oracle
Payables;
2. A custom form needs to be designed to capture the Freight rate master of Road Carriers which
needs to be well integrated with Road Carriers Supplier Master’s as Maintained in Oracle
Payables;
3. A custom form for Shipment of material from factory needs to be designed where the user will
have the pre-filled details of all the Excise invoices including the excise invoice number, customer
details, customer Ship-TO-Address etc. User will be provided a facility to choose a number of
invoices which needs to be clubbed along with for shipment. User will also be facilitated to select
the Road Carriers from a list of all the Carrier Vendors already maintained in the masters and to
specify the delivery date if any.
4. Another custom form will be designed for finalizing the amount payable to the Road Carrier
Vendor. In this Form the Finance user will be able to see the standard calculated freight amount
for the specified vendor for a specific delivery. He needs to enter here the Road Carrier Vendors
invoice Number, date and actual Delivery date and Freight amount as per the Invoice Received
from the Road Carrier Vendor. Here on the basis of the actual delivery date and required delivery
date the calculation of Penalty can also be made and A Final Amount payable to the Road Carrier
vendor can be calculated.
5. An Approval process can also be implemented before finalizing the amount payable to the Road
Carrier Vendor.
 PR KRISHNA & COMPANY HIG B2, Anupam Apartments, 11/156
CHARTERED ACCOUNTANTS Sector-3, Rajendra Nagar, Sahibabad,
Ghaziabad, UttarPradesh- 201005

6. After Finalizing the Amount Payable to Road Carrier Vendor, an AP invoice will be created for
payment in the Oracle Payables Modules using the Interface and Staging Table.
7. And After creation of Invoices in Oracle Payables it will be paid.

Trans- Shipment Procedure:

The above requirement can be met in the following manner-

1. All the Road Carrier Vendors needs to be created/migrated as standard Suppliers in Oracle
Payables;
2. A custom form needs to be designed to capture the Freight rate master of Road Carriers which
needs to be well integrated with Road Carriers Supplier Master’s as Maintained in Oracle
Payables;
3. A custom form for Trans-Shipment of material needs to be designed where the user will have the
pre-filled details of all the Excise invoices including the excise invoice number, customer details,
customer Ship-TO-Address etc. User will be provided a facility to choose a number of invoices
which needs to be clubbed for trans-shipment. User will also be facilitated to select the Road
Carriers from a list of all the Carrier Vendors already maintained in the masters and to specify the
delivery date if any.
4. A custom form for Further shipment of the Trans-shipped material from factory needs to be
designed where the user will have the pre-filled details like Club ID, excise invoice number,
customer details, customer Ship-TO-Address etc.. User will also be facilitated to select the Road
Carriers from a list of all the Carrier Vendors already maintained in the masters and to specify the
delivery date if any.
5. Another custom form will be designed for finalizing the amount payable to the Road Carrier
Vendor. In this Form the Finance user will be able to see the standard calculated freight amount
for the specified vendor for a specific delivery. He needs to enter here the Road Carrier Vendors
invoice Number, date and actual Delivery date and Freight amount as per the Invoice Received
from the Road Carrier Vendor. Here on the basis of the actual delivery date and required delivery
date the calculation of Penalty can also be made and A Final Amount payable to the vendor can
be calculated.
6. An Approval process can also be implemented before finalizing the amount payable to the Freight
Vendor.
7. After Finalizing the Amount Payable to Road Carrier Vendor, an AP invoice will be created for
payment in the Oracle Payables Modules using the Interface and Staging Table.
8. And After creation of Invoices in Oracle Payables it will be paid.