GENERATING REPORTS

[Mr. M. GOVINDARAJAN]

There is an option for the user to generate various reports to manage his business – some are detailed and others are summarized. The system also helps him to generate action based reports. The following reports are available-

• Outward supplies;
• Inward supplies;
• Consolidated E-way bill generated by me;
• Cancelled e-way bills;
• Rejected e-way bills by me;
• Assigned for transporters;
• Assigned for transporters;
• Other EWB reports-

• Generated by others;
• Rejected e-way bills by others;
• Assigned to me for transports;

• Masters Reports-

• My masters;
• E-way Bill masters.

• Summary Reports-

• Date wise activities.

My EWB Reports This will give the list of e-Way Bills generated by the user for a particular date which includes the following: 

• Outward Supplies- This will generate the list of e-Way Bills which have been shown as outward supplies from the user for a particular date;
• Inward Supplies- This will generate the list of e-Way Bills which have been shown as inward supplies to the user for a particular date.
• CEWB Generated- This will generate the list of consolidated e-Way Bills for a particular date.
• Cancelled EWBs- This will list the e-Way Bills cancelled by the user for a particular date.
• Rejected EWBs- This will list the e-Way Bills cancelled by the user for a particular date;
• Assigned for Transporters- This will list the e-Way Bills assigned by the user for Transporters for a particular date

Other EWB Reports

  This will give the list of e-Way Bills generated by the others against the user as the other party for a particular date which includes the following:

• EWBs generated by others- This will list the e-Way Bills generated by others for the user.
• Rejected EWBs by others- This will list the e-Way Bills assigned to others by the user but rejected by them.
• Assigned to me for Transport- This will list the e-Way Bills assigned to user for Transport by others.

Master Reports

            Following reports are available under this option: 

• My Masters – This generates the list of master entries under different categories like Clients, Suppliers, Transporters and Products.
• EWB Masters – This will list the e-Way Bills based on Unit Quantity Code and State Code.

Summary Reports

Date wise Activities- This will list the activities pertaining to particular e-Way Bill for a particular date. The user can export the populated details in an excel by clicking on ‘Export to Excel” tab.

My masters

The e-Way Bill system allows the user to create his own business related Masters. Masters data simplifies the data entry while generating the e-Way Bill. It helps user to generate e-Way Bill easily and quickly without any errors. The master consists of Products, Clients, Suppliers, and Transporters.

Products

When the user selects sub option ‘Product’ under option ‘Masters’, the following screen will be displayed.    The user needs to start entering with the basic details like the product name; a measurement unit of the product in which he sells and a brief description about the product shall be entered by the user. Next, the user needs to enter the HSN code. If the user doesn’t know the HSN code, the system allows the user to select the HSN code from the search options and HSN name accordingly.

Next, the user needs to enter the rate of tax as applicable for the product - CGST, SGST, IGST, Cess, and Cess Non-ad valorem. Once a request for product details are submitted, the system validates the entered values and saves. Otherwise the system pops up appropriate message if there is any error. The user can repeat this for all his products. User can make multiple entries for the same product, if the unit of measurement and rate of tax is in multiple for the same product. Accordingly, he can give the product name for his understanding and remembering.

Clients

A user shall select the sub option ‘Clients’ under option ‘Masters’ to enter the client details into the masters, the following screen is shown when the clients tab is selected.  The user can enter the customer details as a GST registered or GST un-registered customer. When the GST registered option is selected, the user has to enter the GSTIN of the customer. Once the GSTIN is entered, the system shows the customer details in the combo box. If the GSTIN holder has additional place of the business, then the combo will show main and additional places of business. The user has to select whichever is required. If multiple places have to be selected, click button and select. Once submit is given, the system saves the details of that particular customer in the masters.

              If the user selects the GST un-registered option, the Customer Master screen will appear.  The user needs to enter the state, name, client address, place, pin code, mobile number and email of the client and select submit.  Once a request for client details are submitted, the system validates the entered values and pops up appropriate message if there is any error. Otherwise the client details are captured into the masters and will be available to use while generating e-Way Bill.

Suppliers

The user can also add the suppliers by selecting sub option ‘Supplier’ in the same manner like clients are added. Please see the procedure for the entry of customer in masters in above section.

Transporters

  A user can enter the details of a registered transporter into the masters; the user needs to have the transporter number. Once the transporter number is entered, the system allows the user to select and submit the same. This is used to enable the registered person to allow the transporter to update the vehicle number in the e-Way Bill whenever, it is required.

Bulk Upload

  The system enables the user to upload bulk Masters for Product, Client, Supplier and Transporter. For generating a Bulk e-Way Bill the user needs to have the EWB bulk convertor or the excel file, which helps the user to convert the multiple e-Way Bills excel file into a single JSON file. To upload a Bulk Master, user needs to click the ‘Bulk upload’ under ‘My Masters’ module and then select the option for Bulk Master as shown in screen.  The user can then upload the JSON file for the selected option and generate the respective Master accordingly.

User Management

  Some of the users or taxpayers need to generate the e-Way Bill from multiple business places or in 2- 3 shifts or many numbers of e-Way Bills under his account. Also, some of the users do not want to manage all the activities under one username or account. Under this circumstance, he/she may not be able to manage this with one user name. These tax payers can use the user management option to create multiple sub-users and assign them different roles. The following sub-options explain the user how to manage the sub-users-

• Create sub-user;
• Freeze sub-user;
• Update sub-user;
• Change password.

Create Sub-User

  The system enables the user to create a sub user. Once the user clicks on the sub option ‘Create Sub user’ under the option user management, the system asks the user to enter the mobile number and validates the same via the OTP. Once correct OTP is entered a screen is displayed.  In this form, the user can create the sub-user by entering a ‘suffix user id’ for the sub user and shall check the availability of the user id. That is, if the tax payer’s username is ‘abcdef’ and he is giving suffix as ‘rvk’, then the sub user id will be ‘abcdef_rvk’ is created. Then the user needs to enter the name, destination, and mobile number, email id, enabling the user to generate the EWB for all the offices or for a particular office.    The user can authorize the sub user to generate EWB, consolidated EWB, rejection of EWB, report generation of EWB and updating the masters from the check boxes given in the screen. The system will pop up an error if the entered fields are incorrect otherwise the system will create a sub-user and send SMS pop up a message with password to the sub-user.

Freeze Sub-User

  The system gives an option to the user to freeze the sub user. Once the user selects ‘Freeze sub-user’ under the option user management, a screed will appear.  The user shall select the freeze button to freeze a sub user. Once a sub-user is frozen, he/she won’t be able to login E-way bill portal.

Update Sub-User

  In the same manner explained under ‘create sub user’, a user can update a sub-user in the sub option ‘Update sub-user’ under user management.

Change Password

  A user shall change his login password under this option. Once the user clicks on sub option change password under the option user management, a screen is displayed.  In this form the user needs to enter the old password, enter the new password he/she wants to use and click submit. The system will change the login password of the user with new entered password.