HELPDOCUMENT: GST Registration Portal Application

Regional Managers/Approvers

Login to url http://10.90.147.48:8080/GSTReviewApplication/login.jsp,

Using ADS credentials

The details specific to the approvers region appear with categorization as shown below, with hyperlink on the Type of customer. Click on the particular type to view/approve records of that type.

Understanding the GST Application: -

Colour Scheme and recommended action:

Green records-PAN number valid and name matches with NSDL database fully and with JDE mailing address in CMR.

Record can be approved by Regional Manager for updation in JDE, mark acceptable and approve in workflow.

Yellow records-PAN number valid and name matches partially with JDE mailing address in CMR

PAN/GST registration details to be checked based on picture uploaded by customer. If name change in JDE CMR is required, do the name change by Change CMR, and then approve in workflow.

Red records-PAN number either returned invalid with NSDL database, or not updated in JDE CMR, and name does not match with JDE mailing address in CMR. IT DOES NOT MEAN GST RECORD IS INCORRECT. In such cases, call to be taken by RM to accept or not accept the record for updating in JDE, based on decision taken by seeing the scan uploaded by customer.

PAN/GST registration details to be checked based on picture uploaded by customer.

For Both Partial Match and No Match, the following is to be considered: -

Case 1: - If correction in JDE CMR mailing address is to be done, select appropriate dropdown, advise sales officer for correcting JDE CMR in line with PAN/GST name. Once JDE mailing name is corrected and uploaded in JDE, Refresh the JDE mailing name and approve. Name to be checked in Mailing Tab (Mailing Name field) of CMR and corrected by originating change CMR. Long mailing names (more than 40 characters) can be appended by adding continued mailing name (in excess of 40 characters) to be added in who’s who- Type code 1 field of CMR. Record can be Approved once JDE CMR is corrected.

Case 2: - Scene 1. image loaded is incorrect/unclear, to be loaded again by customer. This GST record for this customer will again come for approval as and when fresh data is uploaded by customer.

Scene 2. GST details do not match for customer, to be checked and uploaded in JDE CMR separately by CMR Clone application. In this case, customer GST number will not be updated by this application in JDE record. For such a scenario, the GST registration details in CMR (TAX Field) and category of customer (Cat Code 2) will have to be updated separately through CMR clone by uploading change CMR in JDE. Message sent to customer by email/SMS “GST registration number 11XXXXXXXXXG1Z11 for CC 12345670, Name ABC AGENCY not acceptable as uploaded. Please contact Regional Office for further details”, with copy to Regional Manager and Zonal Tax.

WORKFLOW PROCESS: Welcome page on login is seen below:-

A separate hyperlink on this page displays list of customers who have not recorded GST status in customer portal.

On clicking the “Type” hyperlink, the list of customers with hyperlink on customer code will be shown with details as shown below. The header box of each column has option for sorting the rows as per requirement. Search box is available to search for a specific record.

Click on the customer code, a form opens up where scan of PAN/GST registration Scan as applicable is available for view and take a decision accordingly.

NAME MACH TYPE: Full Match i.e name in JDE CMR and Name as per NSDL PAN records both match perfectly, can be approved and send to JDE for updating in HPC records. Select option Yes in “ Are the details Acceptable?” and then click “Approved”.

Click Approved and the details of GST will be updated in JDE.

NAME MACH TYPE: (Partial) If JDE mailing name needs correction, advise sales officer to update the same through change CMR. After changes are uploaded in JDE, click on “Refresh CMR from JDE” to match correct name in JDE. Then click on Approve.

NAME MACH TYPE: No Match, If JDE mailing name needs correction, advise sales officer to update the same through change CMR. After changes are uploaded in JDE, click on “Refresh CMR from JDE” to match correct name in JDE. Then click on Approve.

If details are not acceptable, select No. There two possibilities-

Case One- Image uploaded is not clear/incorrect. If it is felt that customer has to re-upload the details again, RM can select appropriated reason, and then send it back to customer. The same will again will have to be uploaded by customer.

Case Two-

GST details do not match for customer, to be checked and uploaded in JDE CMR separately by CMR Clone application. In this case, customer GST number will not be updated by this application in JDE record. For such a scenario, the GST registration details in CMR (TAX Field) and category of customer (Cat Code 2) will have to be updated separately through CMR clone by uploading change CMR in JDE. Message sent to customer by email/SMS “GST registration number 11XXXXXXXXXG1Z11 for CC 12345670, Name ABC AGENCY not acceptable as uploaded. Please contact Regional Office for further details”, with copy to Regional Manager and Zonal Tax.

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