Wednesday, 31 December 2014

CASH SECTION



CASH SECTION

            The payments made by the consumers are posted on Computer Master File through this section.  Cash section receives CP-99 and scrolls of a main date from the liaison section along with other input forms related to the payments.  Following inputs are received and processed in this section in addition to the posting of payments through stubs.

            -           CP-139            Un-identified cash/debtors adjustment form.
            -           CP-102            Weekly schedule of bank remittances.
            -           CP-102-A        Adjustment of bank remittances.

            This section is responsible for 100% accurate posting of payments on Computer Master File.  Moreover, this section prepares and checks all weekly and monthly reports relating to payments.

PROCESSING OF MISCELLANEOUS INPUTS IN CASH SECTION


UN-IDENTIFIED CASH / DEBTOR ADJUSTMENT FORM (CP-139):-

            CP-139 is the single input form received in the cash section on daily basis.  Transactions of 12 types are involved in this input form.  These are listed below:-

-           Un-identified Cash Posting.
-           Un-identified Cash Deletion.
-           Journal Adjustment.
-           Security Adjustment.
-           Security repayment.
-           Bad debts written off.
-           I.O.T posting.
-           Reversal of I.O.T.
-           Installments.
-           Withdrawal of installments.
-           Advice of court order.
-           Withdrawal of court order.

These transactions are identified by marking ticks or by encircling the relevant type of transaction.  After receiving form Liaison section, the data is arranged in the order of transaction type at first stage and sub division wise within each transaction.  CP-80s are detached from the data.  The pages are numbered in red ink.  The main date and total number of pages are written on the top page.  Then data is sent to entry section for entry.  It is ensured that:-

-                      Relevant transactions are ticked / encircled.
-                      Each page as well as CP-80 is signed and stamped by the competent authority i.e. Assistant Manager (C.S) and Divisional Accountant.
-                      Writing is legible and there is no cutting / overwriting. If cutting/overwriting is accepted due to some reasons, it is to be signed by the competent authority.
-                      Each type of transaction should have a separate CP-80.
-                       Memo Nos. and dates are written on each page as well as CP-80.

Following checks are implemented in each transaction:-

UN-IDENTIFIED CASH POSTING:-
     
Sometimes a few payments remain un-posted on Computer Master File as a result of manual bills in which incorrect reference numbers are recorded or due to out of circle payments.  In such cases the payments are kept on a separate file called as residual file.  A list showing the position of residual file is printed at the end of each month.  This transaction is introduced to post such payments after proper identification.  Following checks are implemented:-

-                      The reference number (i.e. batch, sub division, account number & check digit) must be entered exactly as appearing in CP-107 / residual list.
-                      Adjustment note number and dates are written in the relevant columns. The dates must be written as DD-MM-CCYY.
-                      Amount of payment in Grand total column, payment date and bank code must be entered as appearing in CP-107 / residual list. Payment date must be written as DD-MM-CCYY.
-                      Identified reference number (i.e. batch No., sub division code, account number and check digit) must be entered.  This should be a valid reference number existing on Computer Master File.

UN-IDENTIFIED CASH DELETION:-

This transaction is introduced to delete the payments, un-necessarily appearing in the residual list as a result of out of circle stubs.  Following checks are implemented:-

-                      Enter reference number (i.e. batch No., sub division code, account number and check digit) exactly as appearing in CP-107 / residual list.
-                      Adjustment note number and date is entered in the respective column. The date must be entered as DD-MM-CCYY.
-                      Paid amount in grand total column, date of payment and bank code must be entered exactly as appearing in CP-107 / residual list.

JOURNAL ADJUSTMENT:-

Sometimes payment of a consumer is posted to another consumer as a result of

i)                                Incorrect entry of reference number on hand bills.
ii)                              Reference number wrongly entered by Data Entry Operator.

In such cases double treatment is required.  This transaction is introduced for this purpose.  Following checks are implemented:-

-                      Enter the complete reference number (i.e. batch No., sub division code, account number and check digit) to which the payment is erroneously posted in the reference number column.
-                      Adjustment note number and date must be entered in the respective columns. The date must be entered as DD-MM-CCYY.
-                      Enter the component wise payment posted in the respective columns.
-                      Total payment must be entered in the grand total column in such a way that Grand total should be equal to the total of all components.
-                      Complete reference number (i.e. batch No., sub division code, account number and check digit) to which the posting is required, must be entered in the identified reference number column.
-                      Payment date and bank code in which wrong posting is made must be entered in the respective column. Payment date must be entered as DD-MM-CCYY.

SECURITY ADJUSTMENT:-

Sometimes, security of a permanently disconnected consumer is required to be adjusted from the amount payable by him (i.e. closing balance) in order to transfer the consumer in the dead defaulter batch (Batch No.26).  Security Adjustment transaction is introduced for this purpose.  Following checks are implemented:-

-                      Enter a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on Master File.
-                      Status of the consumer must be permanently disconnected.
-                      Adjustment note number and date must be entered in the relevant columns. Date must be entered as DD-MM-CCYY.
-                      Enter security amount to be adjusted in the grand total column.  This amount must either be equal to the amount of security on master file or total closing balance which ever is less.  In case security amount or closing balance is nil, Zero must be entered in the grand total Column.



SECURITY REPAYMENT:-

When the connection of a consumer is got permanently disconnected and no balance is outstanding against him, the security amount is paid to him through S.S. cheques.  Security Repayment transaction is introduced for this purpose.  Following checks are implemented:-

-                      There must be a valid reference number (i.e. batch No., sub-division code, account number and check digit) with permanently disconnected status.
-                      Enter adjustment note number and date in the respective column. Date must be entered as DD-MM-CCYY.
-                      Enter amount of security to be repaid in the grand total column.

BAD DEBTS WRITTEN OFF:-

Sometimes, balance outstanding against a consumer is required to be written off as per advice of the competent authority as possibility of realization of such balances is eliminated.  In order to write off such balances this transaction is introduced.  Following checks are implemented:-

-                      Enter a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on Master File.
-                      Enter adjustment note number and date in the respective columns. Date must be entered as DD-MM-CCYY.
-                      Component wise balances to be written off must be entered in the respective columns.
-                      Write the total amount in the grand total column. Grand total must be equal to the total of all the components.

I.O.T POSTING:-

The payments made by various Govt. departments through inter office transactions (i.e. through SS cheque etc.) are posted on Computer Master File in this transaction type.  At source payments by various departments through federal and provincial Governments are also posted in this transaction type at the end of billing month.  Following checks are implemented for proper posting.

-                      There must be a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on Master File.
-                      Enter I.O.T number and date in the respective columns. Date must be written as DD-MM-CCYY.
-                      Amount to be posted must be written in grand total column.

REVERSAL OF I.O.T:-

            Sometimes, I.O.T. payments are posted to erroneous consumers as a result of incorrect entry of reference number on CP-139 input form.  Such payments are being reversed through this transaction type.  The filling procedure is same as discussed in I.O.T posting cases.

INSTALLMENTS:-

The competent authority may allow the consumers to pay their electricity bills through installments.  Balance outstanding against a consumer is transferred to unpaid debt columns on Master File.  This transaction is introduced to facilitate a consumer to pay bill through installments.  Following checks are implemented:-

-                      There must be a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on Computer Master File.
-                      Enter order number and date in the relevant columns. The date must be written as DD-MM-CCYY.
-                      Enter total number of installments allowed to the consumer in the “Number of Installment” column.
-                      The payment received from a consumer at the time of installment is called as down payments and must be entered in the respective column.
-                      Enter total amount for which the installments are allowed in the bill amount column so as:-

                              Bill amount = Closing Balance – Down Payment.

-                      Enter component wise and total amount to be paid through installments in the respective columns in such a way that:-

                                                       Grand total = total of all the components.

WITH-DRAWL OF INSTALLMENTS:-

Sometimes, the competent authority wants to eliminate the installment facility of a consumer.  In such cases it is required to reverse the amount outstanding against a consumer as unpaid debt.  With-drawl of Installment transaction is introduced for this purpose.  Following checks are implemented:-

-                      Enter a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on Master File.
-                      Enter order number and date in the relevant columns. Date must be entered as   DD-MM-CCYY.
-                      Enter the number of remaining installments in the number of installment column.
-                      Enter total remaining amount unpaid debt amount which is required to be reversed in the grand total column.

ADVICE OF COURT / DEPARTMENT ORDER:-

Sometimes, payment of outstanding amount due against a consumer is deferred as a result of orders issued by the court or by any competent authority.  This amount is shown as set-aside in the electricity bills of the consumers but not added in the current bill.  Advice of Court/Department Orders transaction is introduced for this purpose.  Following checks are implemented:-
-                      There must be a valid reference number (i.e. batch No., sub-division code, account number and check digit) existing on master file.
-                      Enter order number in the respective column.  First character must be “C” or “D” (“C” for the orders issued by court and “D” indicates the orders issued by department).
-                      Enter date of orders in the date column. Date must be written as DD-MM-CCYY.
-                      Enter component wise amount deferred in the relevant columns.
-                      Enter grand total in the relevant column. Grand total must be equal to the total of all components.
-                      Set-aside amount of each component must be less than or equal to the closing balance of that component.
-                      Total set-aside amount must be less than or equal to the total closing balance on Master File.

WITHDRAWAL OF COURT / DEPARTMENT ORDER:-

When the set-aside amounts are decided either in the favour of consumer or in the favour of department, it is required to reverse these amounts into the closing balances fields.  With-drawl of Court/Department Order transaction is introduced for this purpose.  Checking instructions are the same as discussed in Advice of Court /Department order transaction.

Note:- It is ensured that all amounts on CP-139 input forms are written with two decimal points except Income Tax and GST.

CP-139 is required to be entered and edited on daily basis.  After the complete entry of CP-139 of a main date, proof list is obtained from the Machine Room.  Proof list is checked 100% from the source data.  Errors are marked in red ink.  All missing entries are also added in the proof list.  Then proof list is sent to data entry section for correction purpose.  When the corrections are made, a second proof list is obtained.  If it is ensured from the proof list that all corrections / additions are properly entered as per source data, the posting is requested in the machine room.  Two copies of posting reports along with final and history page are obtained.  First copy of the posting report is sent to liaison section for onward dispatch to field offices.  Second copy of posting report along with final and history page is retained with source data as office record.

WEEKLY SCHEDULE OF BANK REMITTANCES (CP-102):-

All the payments collected by the banks, are remitted to the account of WAPDA on weekly basis and remittance is recorded through this input form.  Although, it is a weekly report as per name but the total amount remitted by a bank is received, entered and edited at the month end only.  Following checks are implemented:-

-           Enter the last payment date of the month as week ending as DD-MM-CCYY.
-                      Sub Division code must be valid one, which exists in Sub division Table.
-                      Enter a five digits valid bank code. It is to be ensured that the bank code existing in the bank code table under same sub division.
-                      Enter the amount remitted by the bank with two decimal points.  As there is no any cross check of this amount, so exact amount will be entered clearly and carefully.  This amount must be totaled at the end of each sub division.
-                      However, the balance amount column is no more in use, but amount collected but not remitted by the bank may be entered in this column for record purpose.

ADJUSTMENT OF BANK REMITTANCE (CP-102A):-

If an erroneous amount is remitted by bank or Assistant Manager’s (C.S) Office through CP-102, correction (debit or credit) is made through this input form to correct the balance appearing against a bank.  Following checks are implemented:-

-                      Enter the proper code of the division as division code.
-                      Enter the date of that week ending in which error / omission is recorded.
-                      Enter the code of bank in which error / omission is recorded.
-                      Enter the adjusted amount in the debit or credit column (as required) to correct the bank balance.
-                      A single entry either debit or credit against a bank code is must in a month.  Two adjustments cannot be posted in one month.

When the entry of CP-102 and CP-102A in respect of all divisions is completed, proof list is requested in the machine room.  This proof list is edited / checked 100% from the source data.  Sub Division totals are verified from the total given in source data.  Errors are marked in red ink.  All missing entries are also entered in the proof list.  This proof list is sent to data entry section for correction. When the errors / additions are made, a second proof list is requested in the machine room.  When it is ensured from the proof list that all errors / omissions are properly entered, final proof list of CP-102 & CP-102A is obtained from the machine room.  These proof lists are retained for onward checking of CP-103, CP-103A and other monthly reports.

 

PROCESS OF CASH POSTING THROUGH STUBS & SCROLLS


In Computer Centre, the process of posting of payments through stubs is completed in two stages.

-                      Scanning/Entry of Cash in Data Entry Section.
-                      Reconciliation and Posting in Data Control Section.

SCANNING/ENTRY OF CASH IN DATA ENTRY SECTION:-

After receiving the cash stubs and scrolls Main Date wise from the Liaison Section, the Data Entry Supervisor manages the complete flow of cash entry jobs up to scanning. The cash entry process is further divided into two operations.

-                      Scroll Operation Function.
-                      Stub Operation Function.

SCROLL OPERATION FUNCTION:-

After receiving the cash from Liaison section, Data Entry Supervisor will perform “Scroll Operation function”. After being logged in through supervisor’s user a new screen will be displayed. The entry of main date is only required in this screen in DD/MM/YYYY form. The entry of correct Main Date must be ensured.

As the main date is entered, a new screen will be opened. Following operational keys are available on the screen.

ADD:-

This key is used at the start of “Scroll Operation” of a Main Date and whenever the addition of scroll in existing Main Date is required.

UPDATE:-

This key is used to correct any erroneous information previously saved in the “Scroll Operation Function”.

DELETE:-

This key is used to delete the entry of a scroll previously saved.

REFRESH:-

If at any point, it is observed that all the scrolls entered after being logged in are not correct, the “REFRESH” key is used to delete all the entries.

SAVE:-

When complete information in respect of a scroll is successfully entered, “SAVE” key is used to save the entry.

BACK:-

“Back” key is used to go to previous menu.

In “Scroll Operation Function”, the following information is required to be entered.

SCROLL “ID” NUMBER (IDENTIFICATION CODE):-

A four digits numeric “ID Number” as mentioned on the scroll is required to be entered in this column.

PAYMENT DATE:-

Payment Date is to be entered in this column as per scroll. The payment date is to be entered as DD/MM/YYYY form.

BANK CODE:-

In this column bank code is required to be entered as available on the scroll. The bank code must be in five digits.

SCROLL NUMBER:-

In this column enter the scroll number in two digits as written on the scroll.

TOTAL AMOUNT:-

Total scroll amount, which is the sum of payments of all the stubs entered in a specific scroll, is to be entered in this column. The maximum limit of the field is nine (1-9).

When “Scroll Operation” in respect of all the bundles of scrolls of a main dated is completed, the bundles of the stubs thereof, are allotted to all data entry operators after entering in cash entry register.

NOTE:- This point is to be noted that complete “Scroll Operation” of all bundles of scrolls of a main date is not must for allotment of job to data entry operators. As soon as the “Scroll Operation” of a bundle is completed, it may be allotted to data entry operator without waiting for the completion of “Scroll Operation” of complete main date.

STUB OPERATION FUNCTION:-

In Machine Readable Cash Entry System, the Scanning/ Entry of stubs is to be performed by the Data Entry Operator. This function is called as “Stub Operation”. The access of Data Entry Operator’s User is limited up to “Stub Operation” Function only. As the Scroll operation in respect of all the scrolls of a bundle is completed by the Data Entry Supervisor, the respective bundle of stubs is allotted to Data Entry Operator for “Stub Operation” Function.

After being logged in through Data Entry Operator’s user & password, a screen for entry of main date will be displayed. The main date is entered as DD/MM/YYYY form. The entry of correct main date must be insured.

As the main date is entered, a new screen will be opened. Only the “ID number” is to be entered from the first stub of a specific scroll. The Date Of Payment, Bank Code, Scroll Number and Total Scroll Amount as entered during Scroll Operation Function will automatically be displayed on the screen. It must be ensured that all displayed particulars are same as entered on the first and last stub of the respective scroll.

Following card types are available on the Screen for Stub Operation Function.

·         SCANNING
·         MANUAL BILL
·         DETECTION
·         ADVANCE BILL
·         RCO

SCANNING : -

This card type is used for normal scanning purposes. Normal computerized bills and DCNs are scanned with the help of Scanner/ Bar Code Reader. The data is recovered from the bar codes available on the stub. As a stub is scanned, Batch Number, Sub Division Code, Account Number and amount paid will be displayed on the screen. At the same time a new option “Adjusted Bill” will also be reflected on the screen. Now the scanned amount is to be verified from the amount as ticked/ encircled on the stub.

Sometimes, the amounts of the bills are to be amended by the concerned authority as a result of some adjustment. Moreover, sometimes net amount of bill is erroneously accepted by the bank after due date or gross amount of bill is erroneously received by the bank with in due date. As in this system, the amount to be scanned is selected by comparing Due Dates & Payment Dates. In all such cases, the scanned amount does not reconcile with the amount actually received by the bank. The “Adjusted Bill” option is to be clicked for entry of such payments. As the “Adjusted Bill” option is clicked, the scanned amount will automatically be omitted from the amount column. Correct amount is required to be manually entered. The entry is to be saved by pressing the “ENTER” key. The saved entry is displayed with entry code “A”.

MANUAL BILL : -

This Card Type is available for entry of hand/duplicate bills, manually prepared by the concerned authorities. For this purpose, “Manual Bill” is clicked. Batch Number, Sub Division Code, Account Number and amount paid fields are to be manually entered. The entry is to be saved by pressing the “ENTER” key.

DETECTION BILL : -

Detection bill payments are entered under Card Type “5”. The scanning of detection bill is not possible. For entry of detection bill payments, Card Type “Detection Bill” is selected by making a click. Batch Number, Sub Division Code, Account Number and amount paid fields are manually entered. The “ENTER” key is pressed to save the entry.

ADVANCE BILL : -

Some times manually prepared advance bills are issued to the consumers. The payments of advance bills are entered under Card Type “7”. For this purpose Card Type “Advance Bill” is selected by making a click. Batch Number, Sub Division Code, Account Number and amount paid fields are manually entered. The “ENTER” key is pressed to save the entry.

RCO : -

Reconnection fee, realized from the consumers at the time of reconnection is required to be posted under Card Type “R”. For this purpose Card Type “RCO” is clicked. Batch Number, Sub Division Code, Account Number and amount paid fields are to be manually entered. The entry is to be saved by pressing the “ENTER” key.

The Stub Operation, as per procedure mentioned above, is repeated with all the stubs one by one. During scanning/ entry process, the entry file showing the Serial Number, Card Type, Complete Reference Number (i-e Batch Number, Sub Division Code, Account Number), amount and entry code will be continuously displayed on the screen. This entry file can be re-viewed at any time by using up and down keys. The erroneous entry may be selected from the entry file and updated at any time.

COMPUTED SCROLL AMOUNT COLUMN:-

            An additional field is continuously reflecting on the screen during Stub Operation Function. In this field, up to date computed scroll total which is the sum of payments of all the stubs scanned/ entered in a specific scroll, is reflected. This scroll total is automatically updated with the scanning/ entry of each additional stub. When scanning/entry of all stubs of a specific scroll is completed, this computed scroll amount is get reconciled with the amount reflected in the “Total Amount” column at the top of the screen.

 After completion of “Stub Operation” in respect of all the stubs of a specific scroll, the entry file is to be saved by making a click on “SAVE”. As the “SAVE” key is clicked and if the computed scroll amount is reconciled with the amount reflected in the “Total Amount” field, the entry file will be saved with a screen message “Successfully Saved”. Otherwise if both amounts do not reconcile each other, a screen message “Mismatched Scroll” along with a question mark “Do You Want To Save?” will be displayed. If entry file is required to be saved at the same status, “OK” option is clicked to save the mismatched scroll. Otherwise entry file may be re-viewed for locating the errors.

In the “Stub Operation Function”, following operational keys are available on the screen.

DELETE : -

“Delete” key is used to delete an incorrect entry from the entry file, which is erroneously scanned/ entered and saved.

SAVE : -

This operational key is used to save the scanned/entered information in the “Stub Operation Function”. When “Stub Operation Function” for all the stubs of a specific scroll is completed, “Save” key is clicked to save the entry file.

REFRESH : -

“Refresh” key is used to delete all the entered/ scanned entries of a specific scroll for approaching to the starting point. This key is used if any error is observed while entering the basin information i-e Date of Payment, Bank Code and Scroll Number etc.

BACK : -

“Back” key is used to go to previous menu.

“LIST OF UN-ATTENDED SCROLL” STEP:-


On the completion of “Scroll Operation” and “Stub Operation” of cash of a Main Date, Following procedure is adopted to print the “List of Un-attended Scroll”.

After being logged in through Supervisor’s user, report menu is selected by making a click on “reports”. A new screen showing the following options will be displayed.

·         PROGRESS REPORTS.
·         CONTROL REPORT
·         LIST OF UN-ATTENDED SCROLLS.
·         LIST OF MISMATCHED SCROLLS

“List of Un-attended Scroll” option is clicked for printing of said list. In this list all the scrolls entered during the Scroll Operation Function, but Scanning/Entry of stubs relating to these proper scrolls is not made, are reflected. These Un-attended Scrolls are to be cleared one by one by Scanning/Entry of their stubs. This step is repeated again and again until the number of Un-attended Scrolls becomes zero.

When it is insured that all the Un-attended Scrolls are got cleared, the intimation about completion of Scanning/Entry of a Main Date is forwarded in writing to Computer Operator for onward processing.

“CREATION OF MAIN DATE FOR VAX SYSTEM” STEP :-

            As the intimation about completion of Scanning/Entry of a Main Date of cash is received in the Machine Room, the operator executes the “Creation of Main Date for Vax System” step. In this step cash entry file for Itanium system is created. Then this file is transferred to Itanium System through FTP.
ON-LINE CASH TRANSFER THROUGH INTERNET:-

NADRA (National Database & Registration Authority) is providing Electricity Bills Collection services for general public. Internet facility is used for transfer of cash collected by NADRA and some other commercial banks providing On-line Cash Transfer facility. The cash files of NADRA and other banks are downloaded on daily basis. These files are transferred to ITANIUM system through FTP.

PROCESSING OF CASH RECONCILE LIST:-
              
            When it is insured that cash file of a specific main date is successfully created and transferred and other files downloaded through internet of that main date are also available on the ITANIUM system, the reconcile step is run by the Computer Operator. This processing is competed in two steps. In the first step all cash entry files of a main date are reformatted and merged. As a result a single “STUBMERG” file for the main date is created. In the second step Cash Reconcile List is processed and printed. This list is handed over to Cash Section for onward checking.

CHECKING OF CASH RECONCILE LIST IN DATA CONTROL SECTION:-

The Cash Reconcile List has following exception messages:-

-                      Less Payment.
-                      Excess Payment.
-                      Duplicate.
-                      Not found on Master File.

In addition to above, following informatory comments may also appear.

                  RCO                            For Reconnection Stub
                  IND                             For Industrial Stub
                  2P, 3P, 4P, 5P, 6P       For second, third, fourth, fifth and sixth payment
R-C                             Installment RCO
COM                           Cost Of Meter

This list indicates the computed and entered total of each scroll one by one and difference (if any) is also printed.  Exception statistics are also given at the end of the list. All officials are directed to ensure that number of bundles, scrolls, and reconcile list allotted to them are accurate and complete in all respects.  All corrections are marked in red ink.  At the first stage reconcile list is compared with CP-99 of all the banks.  It is ensured that bank code and date of payment of each scroll on reconcile list must be the same as on CP-99 and scrolls.  Computed scroll total is compared with the given scroll total.  Proceed to next scroll if there is no difference.  If there is any difference between computed total and given total of the scroll, then the amounts of all scroll entries should be compared with the entries on reconcile list.  It is possible due to some wrong entry has been made by the data entry operator, due to which the scroll total is differing.  Correction must be made in the individual record, which is causing this difference.  In case all the individual entries on scroll tally with the entries on reconcile list, then the difference is probably due to wrong bank total.  In such a case bank totals are to be updated in accordance with computed total under intimation to the Cash Section Supervisor as well as Assistant Manager (CO) after ensuring that bank totals are wrong.  To update Bank total, the line number of last stub of the scroll is entered in the work sheet and updated bank total is filled in the scroll total / remarks column.

After completion of this practice with all the scrolls and CP-99s of a main date, the process of checking of exceptions is started.  First of all the stubs, against which there is any exception message in reconcile list, are separated.  All the exception stubs must be examined 100% with reconcile records.  All the exception stubs except those occurring due to data entry error should be separated and to be sent to Assistant Manager (C.S) along with CP-125.  Exceptions are categorized as follows:-

LESS/EXCESS PAYMENTS:-

It is due to the following reasons:-

-                      Incorrect entry of reference number, date of payment or paid amount by Data Entry Operator.
-                      Hand Bill or bill amended.
-                      Old bills are paid.
-                      Bank has accepted net amount instead of gross amount after due date and vice versa.

No action is required in case of manual bill, amended bill, old stub and bank errors otherwise correction should be made on individual entry record. 

NOT FOUND ON MASTER FILE:-

It is due to following:-

-          Wrong entry of reference number by Data Entry Operator.
-          Manual bills in which incorrect reference numbers are recorded.
-          Change of reference number or transfer of accounts to batch 26.
-          Out of circle stubs.

Reference numbers must be got corrected from the stubs to remove data entry error.  In case of change of references, Monthly Change of Reference Number list and CP-116 be consulted and new reference numbers must be entered.  No action is required in out of circle payment stubs cases.

DUPLICATE:-

The message “duplicate” is appeared when two similar records are entered consecutively.  This is due to:-

-          Double entry by Data Entry Operator.
-          Main date has two payments, for the same reference number.

No action is required in cases of two payments, otherwise duplicate record must be deleted with action code “D”.

Note:-  All  the  reconnection fee payments are  entered with card type  “R”, detection payments with card type “5” and advance payments with card type “7”.

FILLING OF WORK SHEET:-

All the corrections marked on the reconcile list are filled in the work sheet.  Verification of all the corrections on work sheet is done so as to ensure that nothing is un-recorded or recorded un-necessarily due to which cash steps may have to be repeated.  These corrections should be filled very carefully because cash files are updated through these work sheets.  Updating is to be controlled by entering certain codes “A” for addition and “D” for deletion.  Entries without codes are for change. 

In cash compare step, records are located by line numbers of cash reconcile list which are always odd numbers.  Line number is allocated to each record in the reconcile list.  Deletions and amendments are entered with their existing line numbers, while new even line numbers are entered for making additions.

After completion all work sheets are compiled and numbered properly.  These worksheets are sent to Data Entry Section for entry purpose.  After complete entry of all work sheets, proof list of cash correction is obtained from the machine room.  Proof list of cash correction must be 100% checked with the reconcile list and not from worksheets.

CASH COMPARE LIST:-

When all the corrections on cash correction list are error free, cash compare list is requested.  Cash corrections are posted on original cash files in this step and data is updated through this step.  It must be ensured that:-

Total after correction records       =     Total records on reconcile list + Additions –
of compare list.                                      Deletions.

This equation ensures the updating of correct file.  All exception messages on cash compare list are to be checked 100% from the exception stubs and no exception message should be ignored.  It must be ensured that there is no any mismatching of scroll total with the computed total.  If there is any mismatched scroll, it must be got corrected as per reconcile procedure.  The message “Why updating rejected” indicates that although paid amount            and due amount is equal, the amount is being updated.  Such cases need complete scrutiny by Data Control Supervisor.  However, this may be due to wrong tick on stub, entry omission in reconcile list in amended bill or entry of incorrect reference number. The message is to be removed by deleting record first and then making addition in the same compare list.

CIRCLE WISE SEPARATION LIST:-

Circle wise separation list is also processed at this stage in order to verify the duplicate records.  If any correction is required, it must be made in the cash correction file and cash compare step is to be repeated.  RFP file created as a result of this step must be got deleted immediately in order to ensure correct posting.

DAILY CASH LIST (CP-100):-

After passing through cash reconcile / correction / compare and circle wise separation steps successfully, CP-100 list is requested.  CP-100 is the final list of all stubs in a scroll.  CP-100 must be checked 100% before submitting the cash posting.

            CP-100 is checked through CP-99s.  All totals on CP-100 should be checked with CP-99s and in case of difference individual scroll’s entries should be examined.  The concerned Data Coder will check the date of payment, bank code and grand total of each CP-99 with CP-100. He will sign on every CP-99 and first and last page of CP-100.  Statistics at the end of CP-100 must be checked with the statistics of final compare list.

              If an error is located during checking of CP-100, the correction must be made in Cash Correction file. Cash Compare and CP-100 steps are to be repeated for proper implementation of correction made.

CASH POSTING:-

When CP-100 is checked thoroughly and is 100% error free, the cash posting is requested keeping in view procedure of batch restoring i.e. no batch should be pending to restore on Master File. A fresh “RFP” file is created for repeating the “Circle Wise Separation” step. This file is used as input in cash posting step.

SURCHARGE CREATION STEP:-

After cash posting of each main date the surcharge creation step must be run immediately.  If this step is cancelled due to some reason it can be repeated only if the status of master file is same.  The summary page generated in this step must be checked up to normal end of job.  If no summary page is generated then it must be confirmed from billing schedule that this main date is not the due date of any batch.

OUTPUT LISTS GENERATED IN CASH POSTING:-

Following lists are generated in the cash posting step:-

-          Circle wise separation.
-          Cash posting summary.
-          Surcharge levied in error list (CP-105).
-          Daily un-identified list (CP-107).
-          Removal of surcharge levied in error (W-105).
-          Cash exception list (CP-125).
-          Surcharge cases list.
-          EROs statistics.
-          EROs on forms and list of consumers issued EROs (CP-112) in duplicate.
-          Payment Detail List (three copies).
     
Following checks are implemented to ensure the 100% accurate cash posting:-

-           Total calculated cash CP-100  =  i):-   Total cash circle wise separation list
     ii):- Total calculated cash on cash posting  summary.
-           Total calculated cash of          =          Gen + Ind. cash posted + unidentified cash +  
cash posting summary                         RCO fee + RCO installment + cost of meter (installment).
-           Industrial cash posted on        =          Industrial cash on final compare list.
            summary
-           Each record of CP-107 must be checked with the stubs.
-           All the exceptions appearing in CP-125 must be checked with the exception stubs so that 100% accuracy must be ensured.
-           ERO statistics must be compared with the EROs processed and CP-112 list.

Note:-  There must be no duplicate cash appearing in cash posting summary of any main date.  In case any amount appears in this column, enquiry should be made from machine room.  If it is not an operational error it should be reported to Deputy Manager (C.O).
Stub should be considered as the only authentic document and scroll for its confirmation.  At all times priority is to be given to stub for posting purpose.

Two copies of CP-100, CP-105, W-105, CP-107 and CP-125 are printed.  First copy is retained in the computer centre as office record and second copy is sent to Liaison section for onward dispatch to field offices. EROs on forms and both copies of CP-112 list must also be sent to Liaison Section for onward dispatch to field offices.

Payment detail list provides sub division wise detail of number of stubs, cash posted, cash collected, payment against advance, cash received and posted on behalf of other divisions, payment against PDISC consumers and payment against Govt. department. As these statistics are used in field offices, all three copies of payment detail list are also sent to liaison section for onward dispatch to field offices.

PREPARATION OF CASH REGISTER:-

A register is to be maintained by the supervisor of cash section in which following statistics are required to be entered:-

-                      Total calculated cash of each main date is recorded division wise from CP-100 list.  At the end of each week these amounts are totaled.  This register is used to check CP-101 weekly.
-                      General cash posted, Industrial cash posted, Un-identified cash, Reconnection cash, Reconnection installment, Cost of meter installment, Total cash posted and Total calculated cash must be recorded in this register main date wise.
-                      Cash posted on behalf of other divisions is recorded component wise from CP-106 of all weeks.
-                      The amounts posted in each transaction of CP-139 are also entered in this register main date wise.

These statistics are used for checking of weekly and monthly cash reports.






















WEEKLY CASH REPORTS


As per commercial procedure Monday through Saturday is a week and Saturday or any last working day of the week is considered the week ending day. (For the first week of the month, first working day of the month up to the relevant Saturday is to be considered as first week. Similarly last working day of the month is to be considered as last week ending date in case of last week of the month). After the cash posting of the week ending day, weekly reports are processed.  Following are the weekly reports:-

-     CP-101            Weekly cash collection book by bank branches.
-     CP-106            Weekly cash posted summary.
-     CP-107            Weekly un-identified cash list.
-     CP-126            Weekly list of cash received on behalf of other divisions.
-     CP-127            Weekly list of cash posted on behalf of other divisions.
-     CP-134            Weekly inter-office transactions.

CP-101 WEEKLY CASH COLLECTION BOOK BY BANK BRANCHES:-

This output is prepared weekly in which all the cash collected in the week as shown in CP-100 daily is reflected.  It is detail of all scrolls totals, processed during the week.  These scrolls are shown date wise.  It is sorted on bank branches in the sub division.  Following checks are implemented to ensure accuracy:-

-                      Check week ending date as DD-MM-CCYY.
-                      Division wise total collection of CP-101 must be equal to the division wise total cash of CP-100 of all the dates existing in the week as per cash register.
-                      Region total of CP-101 must be equal to the total calculated cash of CP-100 of all the main dates existing in the week as per cash register.
-                      Progressive total for the month must be equal to the total calculated cash of CP-100 of all main dates posted upto the week ending as per cash register.

CP-106 WEEKLY CASH POSTED SUMMARY:-

This is a weekly report in which posted cash of a sub division is listed batch wise.  This list also shows un-identified cash, reconnection cash, reconnection installment, cost of meter installment and postings made by other divisions.  It gives component wise detail of all the cash posted during a week.  Following checks are implemented to check the accuracy:-

-                      Check week ending date as DD-MM-CCYY.
-                      Grand total of CP-106 must be equal to the region total of CP-101 and also sum of total cash of all the main dates existing in the week as per register.
-
Total cash posted to own division of CP-106 + Total cash posted to other divisions of CP-106
=
Total General cash posted  + Total Industrial cash posted during the week as per cash register.

-
Total cost of Meter on CP-106
=
Total cost of Meter posted during the week as per register

-
Total RCO posted to own division of CP-106 + total RCO posted to other divisions CP-106
=
Total RCO cash posted during the week as per register

-
Total RCO installment posted to own division of CP-106 + total RCO installment posted to other divisions of CP-106
=
Total RCO installment cash posted during the week as per register

-
Total un-identified cash CP-106
=
Total of un-identified cash during the week as per register

-
Component wise cash posted to other divisions of CP-106.
=
Component wise total of CP-126 and CP-127.



CP-107 WEEKLY UN-IDENTIFIED CASH LIST:-

This is a progressive report with full information of un-identified cash and identified cash posted through CP-139 transaction type  “1” and un-identified deleted cash through CP-139 transaction type “2”.  Following checks are implemented:-

-                      Check week ending date as DD-MM-CCYY.
-                      Un-identified cash of CP-107 must be equal to the sum of un-identified cash of all main dates of the week.
-                      Identified cash of weekly CP-107 must be equal to total cash posted through CP-139 transaction type “1” during the week.
-                      Deleted cash must be equal to the total cash deleted through CP-139 transaction type “2” during the week.
-                      Previous progressive balance of CP-107 must be equal to the new progressive balance of last week CP-107 (as Opening Balance).
-                                                                                                                      New progressive balance = Previous progressive balance + Un-identified cash –Identified cash – Deleted cash.
-                      There must be no difference in CP-107 at divisional level.

CP-126 WEEKLY LIST OF CASH RECEIVED ON BEHALF OF OTHER DIVISIONS:-

It is an output generated from the payment summary of those consumers who do not pay their bills in their allotted divisions.  The cash received on behalf of other divisions “CP-126” shows the detail i.e. payment date, bank code, reference number and component wise payment.  It also indicates the actual sub division of the consumers.  Following checks are implemented:-

-                      Check weekend date as DD-MM-CCYY.
-                      Check the division codes appeared in the list.
-                      Component wise total of CP-126 = Component wise total of CP-127.
-                      Component wise total of CP-126 = Component wise total of cash posted to other      divisions on CP-106.

CP-127 WEEKLY LIST OF CASH POSTED ON BEHALF OF OTHER DIVISIONS:-

All the records, where the cash is posted to other divisions are listed in this weekly report.  Whenever the CP-126 is processed from the payment summary, the CP-127 is generated simultaneously.  It must be ensured that:-

-                      Week ending date is correct as DD-MM-CCYY.
-                      The other checking procedure is the same as in CP-126.

CP-134 WEEKLY INTER OFFICE TRANSACTIONS:-

This is a detailed report of inter office transactions received and posted during the week through CP-139.  Following checks are implemented:-

-                      Check week ending date as DD-MM-CCYY.
-                      Total amount of CP-134 =  Total amount of IOT posted during week through CP-139 – Total amount of IOT  reversed  through CP-139. (Adjuster amount posted or reversed must also be considered for checking of CP-134 of last weekend).














MONTHLY CASH REPORTS


After successful processing and checking of weekly reports of last week-end, following monthly cash reports are processed:-

-           CP-103            Monthly schedule of weekly remittance by bank branches.
-           CP-103A         Monthly remittance adjustment.
-           CP-104            Divisional cash collection book.
-           CP-108            Divisional cash analysis summary.
-           CP-128            Monthly list of cash received on behalf of other divisions.
-           CP-130            Monthly journal adjustment posted.
-           CP-131            Inter Divisional Journal Adjustment cash.
-           CP-132            Inter Divisional Un-identified cash adjustments.
-           CP-135            Monthly inter office transactions posted.
-.                                  Monthly Residual List.

CP-103 MONTHLY SCHEDULE OF WEEKLY REMITTANCES BY BANK BRANCHES:-

This output report is generated by using remittances reflected in CP-102 and is sorted bank wise in a sub division.  Following checks are implemented:-

-                      Check the month end as MM-CCYY.
-                      Division wise total of CP-103 must be equal to the division wise total of final proof list of CP-102.
-                      Division wise total of CP-103 must be equal to the division wise remittances of CP-104 list.

CP-103-A MONTHLY REMITTANCES ADJUSTMENTS:-

This report is generated as a result of adjustments of remittances reflected through CP-102A.  Following checks are implemented to ensure accuracy:-
-                      Check the month end of the report as MM-CCYY.
-                      Total credit amount of CP-103A must be equal to the total credit amount appearing in final proof list of CP-102A and CP-104 list.
-                      Total debit amount of CP-103A must be equal to the total debit amount appearing in final proof list of CP-102A and CP-104.

CP-104 DIVISIONAL CASH COLLECTION BOOK:-

It is an output shows opening balance, cash collected, remittance and adjustment of remittances during the month and closing balance at the end of the month for each bank branch.  This report must be checked 100%.  Following checks are implemented:-

-                      Check the month end printed in the report as MM-CCYY.
-                      Opening balance of CP-104 must be equal to the last month closing balance of CP-104.
-                      Total collection of CP-104 must be equal to the total collection of CP-101 of all the weeks.
-                      Total collection of CP-104 must be equal to the grand total appearing on Monthly CP-108.
-                      Total remittances must be equal to the total of CP-103.
-                      Remittance adjusted debit must be equal to the debit amount of CP-103A.
-                      Remittance adjusted credit must be equal to the credit amount of CP-103A.
-                      It is ensured that
Closing balance (CP-104)    =          Opening balance + total collection – amount   Remitted  +  Remittance adjustment (DR)   –   Remittance adjustment (CR).
-                      It must be ensured that heavy closing balance with (-) sigh is not appearing against any division and at the end of CP-104.



CP-108 DIVISIONAL CASH ANALYSIS SUMMARY:-

This is a monthly report in which cash collected / posted to own division and to other divisions is reflected component wise as in weekly CP-106.  This is the most important cash report and 100% checking must be ensured.  Following checks are implemented:-

-                      Check the month end of the report as MM-CCYY.
-                      Grand total (i.e. total cash collection) must be equal to the total collection of CP-104 as well as total of CP-101 of all the weeks.
-                      Un-identified cash of CP-108 must be equal to the total un-identified cash of all dates from the posting register.  This must also be equal to the total un-identified cash appearing in CP-106 of all the weeks.
-                      Total reconnection cash posted to own division and to other divisions of CP-108 must be equal to the total reconnection cash of all dates from the register.
-                      Total reconnection installment cash posted to own division and to other divisions of CP-108 must be equal to the total reconnection installment cash of all dates from the register.
-                      Total “cost of meter” of CP-108 must be equal to the total of “cost of meter” cash of all dates from register.
-                      Total posted cash of CP-108 must be equal to the total of “General cash posted” and “Industrial cash posted” of all the dates from the register.
Cash posted to other divisions of CP-108 must be equal to the total amount of CP-128.  (Component wise amounts must also be checked).

CP-128 MONTHLY LIST OF CASH RECEIVED ON BEHALF OF OTHER DIVISIONS:-

This is a monthly report in which cash movement as per CP-126 / CP-127 during the month is listed.  Following checks are implemented.

-                      Check month end of the report as MM-CCYY.
-                      The total amount of all the weekly CP-126 and CP-127 reports should be equal to the total amount of CP-128.
-                      Sum of component wise amount of all the weekly CP-126 and CP-127 reports should also be compared with the all components of CP-128.
-                      Component wise amount of cash posted to other divisions of CP-108 must be compared with component wise amount of CP-128.

CP-130 MONTHLY JOURNAL ADJUSTMENT POSTED:-

All the journal adjustments posted through CP-139 transaction type “3” are listed in this monthly report.  Following checks are implemented to ensure accuracy:-

-                      Check the month end of the report as MM-CCYY.
-                      Total amount posted through CP-139 transaction type “3” must be equal to the total debit and credit amount of CP-130.
-                      The credit total of CP-130 must be equal to the debit total of CP-130.

CP-131 INTER DIVISIONAL JOURNAL ADJUSTMENT CASH:-

All the inter division adjustment for the month, where division of two reference number on CP-139 is not same, are listed in this report.  Following checks are implemented:-

-                      Check the month end of the report as MM-CCYY.
-                      This list must be 100% checked with the posting lists of CP-139 during the month.
-                      Credit and debit totals of this report are same and grand totals are always zero.

CP-132 INTER DIVISIONAL UN-IDENTIFIED CASH ADJUSTMENTS:-

During the posting of CP-139 transaction type “1” if the division codes of un-identified and identified reference numbers are different, it means that it is a case of inter division un-identified adjustment.  All the inter division un-identified cash adjustments are listed in this monthly report.  This report should be 100% checked with CP-139 posting during the month.


CP-135 MONTHLY INTER OFFICE TRANSACTIONS POSTED:-

This output is generated from the merging of WCL files of all the weeks.  The month end printed on the report must be checked as MM-CCYY.  The total amount of CP-135 must be equal to the total amount posted through CP-139 (transaction type “7”) after subtracting the reversal of I.O.T (i.e. CP-139 transaction type “8”). Adjuster amount posted or reversed must also be considered for checking of CP-135. Total amount of CP-135 must be equal to the total amount of CP-134 of all the weeks.

RESIDUAL LIST:-

This monthly report provides the upto-date record of all un-identified numbers along with payments, date of payments, bank code and main date.  For identification purpose, this list is required to be consulted to provide correct information.  Following checks are implemented.

-                      Check the month end of the report as MM-CCYY.
-                      Region total of residual list must be equal to the new progressive balance of CP-107 of last week.
-                      Total amount of current month residual  =  Total  of   previous   month  residual   + Total   new   un-identified   during  the   month  –  un-identified adjusted during    the month  – un-identified deleted cash   during the month.

            Two copies of each monthly output are printed after 100% checking of monthly outputs.  First copy is retained in the cash section while second copy is sent to liaison section for onward dispatch to field offices.

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