Medtronic - DMS Training Manual

ARTERIA TECHNOLOGIES

21-12-20201- Version 1.1

Preface
DMS Training Manual

Document Name Medtronic - DMS Training Manual

Document ID

Version 1.1

Prepared By Nagendra Sastry

Reviewed By

Prepared On 21-12-2021

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DMS Training Manual

Contents
1. Log In Page ................................................................................................................................. 4
2. Change Password ........................................................................................................................ 5
3. Forgot Password or Unlock Account .......................................................................................... 7
4. Sales In Application .................................................................................................................. 10
4.1 Filters .................................................................................................................................. 11
4.2 Item Table ........................................................................................................................... 17
5. Sales Out Application ............................................................................................................... 19
5.1 Filters .................................................................................................................................. 20
5.2 Item Table ........................................................................................................................... 24
6. Secondary Stock Application .................................................................................................... 27
6. 1 Filters ................................................................................................................................. 27
6.2 Item Table ........................................................................................................................... 32

Version History
Name Date Changes Version

Nagendra Sastry 21-12-2021 1. Usage of words in the documents V1.1

2. Adding arrow marks and highlights to
the pictures
3. Adding Version History section
4. Correcting typo errors

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DMS Training Manual

1. Log In Page

URL: http://mdtdms.finessart.com/

You can log into the DMS portal in 2 ways:

1) Using P User
2) Using Distributor SAP Code
User ids and password will be sent through mail.

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Once you log in, below home screen is displayed

2. Change Password

After the first login you can change the password as shown below:

1) Click on the top right icon shown as above

2) Click on Changed password as shown in the above screen - pointed with
arrow.
3) It will navigate to Password Change screen.
4) Click on the Edit button in the Authentication section as shown below

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5) Once you click on the Pencil button – pointed with arrow in the above screen,
below screen will be displayed

6) Enter Current Password, New Password, Re-enter New Password and click
on save, password will be changed

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3. Forgot Password or Unlock Account

If you forget the password or enter wrong password for 3 times, then account gets
locked. To unlock he account, you need to reset the password using the Forgot
Password option on the login page.
1) Click on FORGOT PASSWORD shown below

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2) Enter the Distributor Code/P User and click on send.

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3) Below message will be displayed:

4) Check your mail box, link will be sent to your mail through which you can
reset the password.

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5) When you click the link, you will be redirected to the below screen:

6) Enter new password and Re-enter new password and save.

4. Sales In Application

“Sales in” application will have all the distributor purchase invoices received from
Medtronic.
1) Click on the “Goods Receipts” tile to view the distributor purchase
information.

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2) After clicking on the ‘Goods Receipt’ tile it will navigate to “Goods Receipts
List” page.
Here, you can use the filters to view relevant data.
If you are a distributor partner, ‘Distributor’ filter will be prepopulated with your
distribution company name.

4.1 FILTERS

1) Field Distributor – As per the log in credentials Distributor name will be auto
displayed.

2) Goods Receipts No. – Click on the filter field and it will navigate to another
tab as shown below:

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a) If you want to see a particular purchase detail and if you know the document
number, then you can directly enter document number and click on “GO”
b) If you don’t know the document number, just click on “GO” and it will display
all the Goods receipts number available in the system with the date.
c) Then you can select single or multiple invoices and click on “OK” as shown
below.
d) You will be taken back to the ‘Good receipt List’ screen where you can select
other filters.

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e) Click on ‘GO’ in the list screen, it will display all the details of the selected
document.

3) Goods Receipt Date: You can also filter the data based on the document date
which is called “Goods Receipts Date”. You can view only documents related
to the period selected in the date field.
Below are the option available in Date field:
a) Today
b) Today and Yesterday
c) Last Seven days
d) Last One Month

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e) Manual Selection - if you want to select the date range which is not in the
pre-defined values, then you use this selection option. Select the range
and click on ‘GO’ details will be displayed.

4) Invoice No. Filter – For those distributors where goods receipts document
number is different from the Purchase Invoice no. (Medtronic Invoice
Number), those distributors can filter the data based on the Purchase invoice
number.

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You can select the invoice as shown:

a) Enter invoice number if known else select the date range and click on ‘GO’
b) Select the invoices and click on ‘OK’
c) You will be taken back to the ‘Good receipt List’ screen where you can
select other filters.
d) Click on ‘GO’ in the main screen, selected date range invoices will be
displayed.

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5) Material Filter: If you want to view invoices only for material, then this filter
can be used.

a) Enter material number or description and click on ‘GO’ to filter data by a

particular material.
b) If you don’t have material number or the description, click on ‘GO’ to display
all the materials purchased.
c) Select the materials (Single or Multiple) for which data need to be viewed
and click on ‘OK’.
d) You will be taken back to the ‘Good receipt List’ screen where you can select
other filters.
e) Click on ‘GO’ to view all the purchase invoices related to the selected
materials.
f) Note: If any invoice has 10 materials and you select only 2 materials, only the
selected material details will be displayed.

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4.2 ITEM TABLE

Once you select any of the above filters and click on ‘GO’, data related those filters
will be displayed as below

Fields Displayed: GR No., GR Date, Invoice No., Invoice Date, Material, Batch, Manf
Date and Expiry date, Invoice Qty, Good Qty and net Amount.
If some of these fields are blank, it means data is missing in the source distributor
ERP system.
Down load to Excel:

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You can download the data into excel using the download button shown in the
above screen – pointed with arrow.
Invoice No. Hyper Link
You will find that the GR No. field is highlighted in blue. It is a hyperlink to the
invoice details page.
When you click on the hyperlink it will navigate to details of that Goods Receipts as
shown below:

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5. Sales Out Application

“Sales Out“ Secondary Sales details can be viewed using this application
a) Click on the “Secondary Invoice Material List” tile to view the secondary
invoice details.

b) After clicking on the ‘Secondary Invoice Material List’ tile it will navigate to
Invoice screen.
Here, you can use the filters to view relevant data.
If you are a distributor partner, ‘Distributor’ filter will be prepopulated with your
distribution company name.

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5.1 FILTERS

1) Field Distributor – As per the log in credentials Distributor name will be auto
displayed.

2) Invoice Date: You can filter data based on the Invoice date. You can view
only invoices related to the period selected in the date field.

Below are the options available in Date field:

a) Today
b) Today and Yesterday
c) Last Seven days
d) Last One Month
e) Manual Selection - if you want to select the date range which is not in the
pre-defined values, then use this selection option. Select the range and
click on ‘GO’ details will be displayed.

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3) Invoice No. Filter – Click on the filter field and it will navigate to another tab
as shown below:

a) If you want to see particular invoice detail and if u know the invoice
number, then you can directly enter the invoice number and Click on ‘GO’
b) Else select the date range and click on ‘GO’, then you will see all invoices
created for that selected date range
c) Then you can select single or multiple invoices and click on ‘OK as shown
above.
d) You will be taken back to the ‘Invoice’ screen where you can select other
filters.

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f) Click on ‘GO’ in the invoice screen and it will display all the details of the
selected invoices.
4) Sold to Party Filter – Click on the filter field and it will navigate to another
tab as shown below.

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a) You can filter data based on the dealer by using dealer name or Medtronic
dealer code
b) If you don’t know the dealer code or name, just click on ‘GO’ to display all
the dealers.
c) Select single or multiple dealers and click on ‘OK’.
d) You will be taken back to the ‘Invoice’ screen where you can select other
filters
e) Click on ‘GO’ in the invoice screen and it will display all the details of the
selected dealer.

5) Material Filter: If you want to view invoices only for material, then this filter
can be used. Click on the filter field and it will navigate to another tab as
shown below.

a) Enter material number or description and click on ‘GO’ to filter data by a

particular material.
b) If you don’t have material number or the description, just click on ‘GO’ to
display all the materials.
c) Select single or multiple materials and click on ‘OK’.
d) You will be taken back to the ‘Invoice’ screen where you can select other
filters.
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e) Click on ‘GO’ in the ‘Invoice’ screen and it will display all the invoices of
the selected materials.
f) Note: If any invoice has 10 materials and you select only 2 materials, only
the selected material details will be displayed.

6) DMS Division You can filter invoices based on the DMS Division as well.
a) DMS Division mapped to the distributor will be displayed in the drop
down.
b) Select DMS division and click on ‘GO’.
c) Invoices pertaining to the selected DMS Division will be displayed.

5.2 ITEM TABLE

Once you select any of the above filters and click on ‘GO’, data related those filters
will be displayed as below

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Fields Displayed: Invoice No, Date, Type, Item No., Material No. with description,
Batch No, Customer Name and No. and Values like Gross Amount, Tax, Discount
amount, Taxable and Net Amount
If some of these fields are blank, it means data is missing in the source distributor
ERP system.
Down load to Excel:
You can download the data into excel using the download button shown in the
below screen – pointed with arrow.

Invoice No. Hyper Link

You will find that the Invoice Number field is highlighted in blue. It is a hyperlink to
the invoice details page.
When you click on the hyperlink it will navigate to details of that Invoice as shown
below:

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Invoice Detail Page:

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6. Secondary Stock Application

“Secondary Stock” you will be able to view current stock available in the system
inclusive of both sellable and non-sellable stocks.
a) Click on “Secondary Stock” tile to view current stock position at the
distributor.

b) After Clicking on “Secondary Stock” tile it will navigate to ‘Stock Summary ’

screen as shown below:

Here, you can use the filters to view relevant data

If you are a distributor partner, ‘Distributor’ filter will be prepopulated with your
distribution company name.

6. 1 FILTERS

1) Distributor – As per the log in credentials Distributor name will be auto

displayed.

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2) DMS Division You can filter materials based on the DMS Division as well.
a) DMS Division mapped to the distributor will be displayed in the drop
down.
b) Select DMS division and click on ‘GO’
c) Materials pertaining to the selected DMS Division will be displayed.

3) Material No: If you want to view details of particular material, then this filter
can be used. Click on the filter field and it will navigate to another tab as
shown below.

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a) Enter material number or description and click on ‘GO’ to filter data of a

particular material.
b) If you don’t have material number or the description, just click on ‘GO’ to
display all the materials as shown below.

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DMS Training Manual

c) Select the materials single or multiple and click on ‘OK’.

d) It will take you back to the ‘Stock Summary’ screen.

e) On the main screen click on ‘GO’ to view all the records related to the
selected materials.

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4) Expiry Date Filter: Materials which are getting expired in future or which are
already expired can be viewed using expiry date filter.

This filter will be active only when you click on ‘Details” radio button

a) Click on calendar - Pointed with arrow

b) Select the date range and click on ‘GO’ as shown below.

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6.2 ITEM TABLE

Radio button will be provided in stock application which will have two option:
1. Summary
2. Details

1) Summary: Material wise quantities and values will be displayed here which
is sum of all batches for a material.
Select ‘Summary’ radio button and click on ‘GO’ to view the details.

Fields Displayed: Material No and description, DMS Division, Storage Location,

Unrestricted Qty (Sellable Qty) , Blocked Qty ( Non Sellable Stocks) and the stock
value.
If some of the fields are blank, it means data is missing in the source distributor ERP
system

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2) Details: You will be able to view batch wise stock details for a material
Select ‘Details’ radio button and click on ‘GO’ to view the details.

Fields Displayed: Material No and description, Batch and Serial number, Expiry
Date, Stock Type, qty, Unit Price and Stock value.
If some of these fields are blank, it means data is missing in the source distributor
ERP system
Down load to Excel:
You can download the data into excel using download button as shown in the below
screen - pointed with arrow.

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