SPC Team_Agreement Creation

Steps for Agreement Creation :

1.     Down load PO

2.     Read PO

3.     See that the following things are there

a.     School name and stamp should be same if not give priority to stamp.

b.     If stamp not taken on PO then consider school name [As per mentioned in PO] for agreement creation.

c.      Authorized signatory person should be as per PO only [the stamp on PO should have a designation on PO for signing authority][if not matches not call to BDM].

School Address: School address mentioned in PO need to update in CRM first then proceed further [Preference given to Letter head].

Pin code of the school should be corrected [unique] because if we mention wrong code then it will affect to implementation team for material dispatchment.

d.     Update the affiliation of the school in the system.

e.     If school details given in the PO like No. of Students & fee per students then update the same thing in the CRM in school details section.

f.       If cheque is uploaded along with the PO then update the cheque details in PO screen & make a receipt in the system.

g.     When cheque is on Sent status in advance details section then marked as To be deposited with the help of created receipt.

h.     Set the H/w details [Computer systems] **Need to add freight & cable in each cases

i.        Now click on create edit/create agreement option

j.       Fill the authorised person name, due date, jurisdiction & replacement time for UPS and Projector lamp.

k.     Recreate the PS

l.        Export the excel to align with JFM/AMJ/JAS/OND

                                                              i.      Make sure that deal value/h/w value/ servicing are same even after the alignment.

m.  Submit.

n.     Change the Status after creating an agreement 

Flow Chart :

                                              PO approved 

Editing of the School done according to the PO (School Name,Address,Pincode)

                                                         Proceed

            Check for kind of deal (SN/TN,Assistant,periodicity,outright/ EMI,)

                                            Cheque details filled or not 

                                     If cheque collected ----->  not----->Call  

                                                            Yes

                                                   Generate  receipt

         Check for Hardware details (specially Freight cable,White board /combo)

                                         If special commitment by BDM

                                                    Check Approval  

                    If Approved (Also read the comments written by PO owner)

                           Calculate the total Hardware cost (Verify properly)

                                                  Go to create agreement

        Look for any editing required in Authorized signatory name ,UPS and Projector bulb)

Set the Payment schedule( Monthly,Bimonthly,Quarterly) or any special requirement like       Step up/down model

                                                       Submit

                        If  2 PO’s by same school then look for Aligning the PS

                         If Chain school then Follow mother and child concept