NEW PROCEDURE - CREATION OF AGENT IN FINACLE (HDSAMM) IN DOP FINACLE
At the time of Migration, All Agents are migrated which are available in Sanchay Post. But sometimes we have to create new agent in Finacle If new agent is registered by District Collector Office. We have to receive all document from Agent. Now the process in Finacle is described below
Menu Shortcut - HDSAMM
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Function - C-COPY
DSA ID - Any Old MPKBY/SAS according to Agent Type, present in Finacle as Source DSA ID.
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- Before Giving "To Direct Selling Agent ID" Please Note below things
1. This DSA ID will be User ID of Agent at Agent Portal (https://dopagent.indiapost.gov.in)
2. Do not Start the Agent ID with "MIG". It is for only migrated Agent ID.
3. Please do not give special character to DSA ID i.e. @#$%^&*() and space between character.
4. We advice you please make DSA ID with Agent Name and their DSA Licence No. For example Agent Name is Radha Devi & Licence No. is 52242. The DSA ID will beRADHADEVI52242
Fill the New DSA ID in "To Direct Selling Agent ID" as Target DSA ID.
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- Change DSA Name with New DSA Name
- Change Address Line 1, 2, 3, City, Country, State, Postal Code with New DSA Address Line 1, 2, 3, City, Country, State, Postal Code.
- Licence No. - New DSA Licence No.
Commission Cr. A/c ID - New Agent SB A/c No.
Tax Code - TDSAG
Agent Type - MPKBY/SAS
License Expiry Date -
SET ID - SOL ID of office.
Click on Product Tab
Now yor are seeing 20 records are automatically available. This is due to copy function which we are used. We don't advice our viewer to choose A-Add function otherwise they have to add one by one product.
- Click Submit
- Login as supervisor
- And verify from same command.
- After Verification Please mail to your CPC (CBS) with following Detail:-
1. Office Name
2. Agent First Name
3. Agent Last Name
4. DSA ID
5. SOL ID
6. Agent Type - SAS/MPKBY
7. For New Creation
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