CD DOCTOR USER REQUIREMENT

DOCUMENT

Table of Contents
INTRODUCTION .......................................................................................................................................... 3
INTRODUCTION ............................................................................................................................................ 3
EXECUTIVE SUMMARY .................................................................................................................................. 3
PROJECT CHARTER ................................................................................................................................. 3
PROJECT OVERVIEW .................................................................................................................................... 3
PROJECT SCOPE ......................................................................................................................................... 3
PROJECT OBJECTIVE ................................................................................................................................... 4
ASSUMPTIONS AND RESTRICTIONS ............................................................................................................... 4
RISK ASSESSMENT ...................................................................................................................................... 4
SIGNIFICANT CHANGES TO CURRENT STATUS ................................................................................................ 4
BUSINESS REQUIREMENTS ........................................................................................................................... 4
MASTER DATA CONCEPT ........................................................................................................................ 5
MASTER DATA ELEMENTS ............................................................................................................................. 5
MASTER DATA OWNERSHIP .......................................................................................................................... 5
BUSINESS LANDSCAPE ........................................................................................................................... 5
BUSINESS PROCESS OVERVIEW .................................................................................................................... 5
BUSINESS PROCESS DESCRIPTION ............................................................................................................... 6
BUSINESS REQUIREMENTS ........................................................................................................................... 7
BUSINESS PROCESS DIAGRAM AND WORKFLOW............................................................................................ 7
WORK FLOW DIAGRAM ................................................................................................................................. 9
LIST OF SCREENS : .................................................................................................................................... 10
LIST OF REPORTS:...................................................................................................................................... 10

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INTRODUCTION
Introduction

The blueprint phase seeks to define the business processes to be supported by the SAP system. The
identified and defined business processes of CD Doctor is only a starting point to a continuous improvement
of the process. The blueprint phase mainly focuses on implementing the SAP best practices keeping in
mind Aristopharma Ltd., pharmaceutical group “as is” process.

The information about the current processes was gathered through intensive discussions with the core
team members highlighting major areas of focus for process improvement.

Executive Summary

In this project the whole data flow process related to CD Doctor will be integrated into SAP system. This
integration process requires master data upload of all existing CD Doctor and keeping track of payments
made to CD Doctor. Further inclusion of new CD Doctor and modifications of existing master data processes
will be taken care of as per SAP standards.

PROJECT CHARTER

Project Overview

CD Doctor are maintained through excel in current systems. The project aims to migrate all the processes
into SAP system.

Project Scope
Collecting all previous master data and format in SAP standard to upload in SAP system. After all master
data collection entry new data and modify as per requirement.

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Project Objective

Project objective is to smoothen the current system related to all aspects of CD Doctor. Maintaining data
accuracy and making the whole process time efficient is also an objective of this implementation.

Assumptions and Restrictions

• CD Doctor budget will be generated at depot and division level

• CD Doctor ID will be unique and manually provided.

• Payments will be generated monthly

• Payment Report- Month wise/depot wise/RSM wise/AM wise for selected year and month and
division and depot.

• This program will be solely used by accounts department

• All transactions must be month wise

• CD Doctor cannot be transferred with same ID.

• CD Doctor relation with territory and field force will maintain with SD local sales field force setup
for the respective month.

Risk Assessment

• Error in uploading bulk data can have a negative impact on the project (if data formation is wrong).

Significant changes to Current status

Changes in previous manual process to system assisted process. This helps the related personnel to work
more accurately and keep track of activities.

Business Requirements

Integrate previous system of CD Doctor in SAP system to preserve data accuracy and keep track of
transactions to use time efficiently.

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MASTER DATA CONCEPT

Master Data elements

• CD Doctor details

• List of depots

• Monthly budget

• Monthly payment list of doctors

• List of payment mode

• Field force Setup

Master Data ownership

Accounts Department is solely responsible for master data creation, upload and maintenance. So, the
ownership lies with accounts department.

BUSINESS LANDSCAPE

Business process overview

1. Depot and division wise monthly budget.

2. New Doctor creation
3. Modify CD Doctor master Data
4. Create payment doctor list for the month
5. CD Doctor Payment entry/update/modify
6. Return CD Doctor amount
7. Payment summary for accounts department.

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Business Process Description

1.1 Budget

i. Depot and division wise monthly budget upload (File format will be fixed later)
ii. Depot wise monthly budget entry screen (Previous entry will remain in separate row for that
month)
iii. System generated budget for selected month
Report: Month wise/depot wise/RSM wise/AM wise for selected year and month and division and
depot.

2.1 CD Doctor creation

i. New doctor entry screen (upon approved format)

ii. New doctor mass upload screen.
iii. Report: CD Doctor list for selected month, depot, and division.

3.1 Modify CD Doctor master Data

i. Modification screen

4.1 Create Payment doctor list for the month

i. Depot/Division wise active doctor list report.

ii. System will generate doctor list from the doctors selected in no i. of 4.1 report.
iii. Selected doctors list report (generate depot wise Pay order serial ex- 1310- pa1-pa500 then
1311-dh1-dh500).

5.1. CD Doctor payment modify

i. Payment entry screen against previously selected doctors. (4.1-iii)

ii. Mass payment upload screen
iii. Payment report.

6.1 CD Doctor amount return

i. Return entry screen

ii. Return mass upload screen
iii. Return report with remarks

7.1 Payment summary report

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 i. Generate payment summary report

Business Requirements

Integrate previous system of CD Doctor in SAP system to preserve data accuracy and keep track of
transactions to use time efficiently.

Business Process Diagram and Workflow

Budget Diagram

Upload monthly Add new entry on existing

budget depot and budget for a month
division wise

Budget

Monthly budget
System generated from report
previous month summary

CD Doctor entry Process Diagram

Entry New
Upload new
doctor
Doctor

Doctor list

Modify doctor info

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Doctor’s Report
CD Doctor Payment list creation diagram

Active doctor list

System generated Payment list of doctor

doctor payment for the month
list for the month

Depot list

Payment upload Process Diagram

Upload Payment Entry payment

Data data

Payment

Entry of
Upload Return/cancel return/Cancel
payment Payment
\

Payment Report
monthly

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Work flow Diagram

Regular doctor entry

Doctor exist

Yes NO

Update Doctor Doctor entry

Monthly budget entry

Depot wise budget

Doctor vs Amount vs Territory

Doctor wise Payment list creation

From
bank

Cash PO Cheque

Doctor wise Payment entry

Return

No
Yes

AM wise Payment Creation

RSM wise Payment Creation

Depot wise Expense List

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Data Submission to Finance
List of Screens :
1. Budget upload
2. Budget entry
3. Budget generation by System
4. Doctor data upload
5. Entry screen for new doctor
6. Modify doctor data
7. Month wise selective active doctor list creation for payment
8. Payment upload screen
9. Entry payment
10. Return/cancel payment upload
11. Return/cancel payment Entry

List of reports:
1. Budget- Month wise/depot wise/RSM wise/AM wise for selected year and month and
division and depot.
2. Report-Doctor list for selected month, depot, and division.
3. Selected doctors list report for payment
4. Payment report
5. Return report with remarks
6. Payment summary report

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