Initialization of
certificates stock and account number
1.
Log into Certificates
module of Sanchay Post7.5 as Supervisor
E.g.: User name : DESUPER Password : DESUPER
2.
Click on Certificates
Single Data entry menu
3.
Click on Initialization
menu – Two menus Certificate stock maintenance and Account
number will be present under this
A. For initializing
certificate stock,
1
Click on Certificate
stock maintenance menu
2
Select Scheme from Drop
Down Menu E.g.: NSC IX. If there are certificates already entered for the
scheme using data entry module, those will be displayed. Or else, an empty
screen will be displayed.
3
Click on Insert for inserting certificates into stock
a.
Provide invoice number,
date, prefix(maximum 4 characters first two numbers and last two alphabets) and
suffix (only numbers; maximum 6 characters)
b.
In the received column
enter the total number of certificates
for which data entry needs to be done
c.
Issued column will be
automatically populated to be equal to received and balance will be
automatically taken as zero.
d.
Click on save button to save the initialized certificates
4
Click on Modify for modifying the certificates already
entered via data entry module
a.
Invoice no, Date of initialization, denomination,
suffix and number of certificates received can be modified.
b.
Click on save button to
save the modifications done.
Note:
When
an already existing certificate range is given, certificate block already
exists error will be thrown.
Eg:
When a certificate block already exists for prefix – 12AA with suffix range 1
to 100 and another certificate block is added with the same prefix 12AA and
suffix overlapping that range (Eg: 20 to 50), ‘Certificate block 12 AA 1 to 100
already exists ’ error message will be thrown. Except that block, all
the other initialized certificates will be saved in such a scenario.
B. For initializing account
numbers and nominee numbers,
1.
Click Account number menu
2.
Provide the effective
date (from which the account numbers
are active), select scheme, provide start number, end no and run no and select
the category as Regular ac no or nominee no from the drop down.
a.
Run no should be given as
(startno – 1). ie if startno is given as 1 and end no as 100, run no should be
given as 0.
b.
The block of account
numbers should not overlap. I.e., If one row has regular ac no range from start
no as 1, endno as 100 no other row should have regular ac no’s in the range 1
to 100. Same condition applies of nominee no too.
c.
The latest number (runno)
should not be greater than account number to be entered via Data Entry.
3.
User can modify the
already provided account numbers and click on modify button to save the
changes.
4.
User can also delete the
rows by selecting the row (a hand cursor will be shown on the selected row) and
clicking on delete button.
Issue of certificates -
Counter
1.
Log into Certificates
module of Sanchay Post7.5 as Data entry
Counter E.g.: User name : DECOUNT Password : DECOUNT
2.
Click on Certificates
menu
3.
Click on the scheme
(KVP/NSC/NSCIX)
a.
Provide the name, select
the holder type from drop down, Registration number, Date of purchase, Amount
and aadhar id if present.
b.
Select the minor check box
and provide minor details if the account holder is a minor.
c.
Enter the certificate
details of the account that are to be saved i.e., Select the denomination,
provide the fromprefix, fromsuffix and the number of certificates.
d.
Click on Add and provide
the details if more than one denomination is present.
e.
Click on Ok. If there are
any errors, they will be shown on clicking ok. Else, ‘Please Click on Save’
message will be shown.
f.
Click on save.
g.
Nominations button will be
enabled now. Clicking on nominations, a new window pops up.
h.
Enter nomination no, nominees name, address, city , pin code and
share percentage
i.
If nominee is a minor,
select minor check box and provide DOB and guardian details.
Note:
Counter can view the
certificates and account number already initialized via data entry module and
online. He/she cannot modify the details.
Issue
of certificates - Supervisor
Supervisor can modify the
first name, last name, address and id proof details of the account holder. This
can be done only for accounts which are already entered by providing the
account number, retrieving the details and modifying the details. Supervisor
cannot make a new account data entry.
Note:
Only
after initializing the stock and account numbers, data entry can be done for
manually issued certificates.
Once
these data entry is done, user can go online and initialize nsc/nscix stock and
account numbers, move the certificates to sub stock by logging in as super and
start issuing certificates as counter.
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Courtesy: SDC Chennai
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