SPM Help Application 1.6 - Functionality Overview
Users having lower resolution PCs are requested to use SPM Help Low and all other users are requested to use SPM Help High.
Important Instructions
- Copy the entire SPM Help folder to your desired location on your computer other than Desktop.
- Creating a Desktop Shortcut: To create a shortcut on your desktop, right-click the SPM Help EXE file, select Send to, and then click Desktop (create shortcut). Don’t use the application from the folder directly. Similarly create shortcut of Letters folder in Desktop as the reports generated by this application will be saved in this folder.
(Delete the unnecessary reports from letters folder after printing of reports)
- Do not move the application: Do not copy or move the executable (.exe) file out of this folder. The application requires all files within this directory to function correctly. The application is designed as a package and depends on the configuration files, databases, and dependencies located within that specific directory to function correctly. Removing the executable file from this structure will result in missing references and application crashes.
Update Procedure.
1.Delete the SPM DB file from the new version application folder.
2.Copy the SPM DB file only from the older version application folder and paste the copied old SPM DB file into the new version application folder.
3.Don’t copy any other files from the older version folder.
4. Delete the old SPM Help exe shortcut file and letters folder from desktop and create shortcut of new version exe and letters in desktop. Old exe shortcut deletion is must else older version will be opened while clicking the shortcut.
Video Help files link: https://drive.google.com/drive/folders/167-RE5pSVHDeXutR5M7UJdflygGuv0eK
Configuration: Enter pincode of your office and update office data. Edit the available basic data with your office information.
1. Voucher Checking & Transaction Management
SO/HO Transactions: Verify Head Office (HO) and Sub Office (SO) vouchers and generate COC, COP and MAP reports based on database records. To generate COC, COP and MAP for older dates, first import the Detailed Report and then generate the required report.
BO Transactions: Verify Branch Office (BO) vouchers and generate COC, COP & MAP reports.
Note: The system maintains transaction history for a maximum of 200 days. To ensure optimal performance and import capabilities, please ensure old data is deleted once it exceeds this retention period. An alert will be shown if the data exceeds the allowed date range.. Else this application won’t allow to import new records.
2. Generate Half-Margin Memos for BO High Value Withdrawals.
· Download Last balance reports of SBGEN and SBBAS in CSV format and import.
· Generate High value withdrawal Transaction report in HFTR and import.
· Create and manage half-margin memos for BO high-value BO withdrawals.
· Create letter to IP/ASP with the details Half Margin Memos.
· Update verification results directly within the system.
· Register can be exported to Excel if required.
3. Annual Interest Posting Monitoring – BO Accounts.
· Maintains a 10-year data retention policy for interest posting history.
· Data Entry: Import the CSV Last Balance reports and enter the account numbers received for interest posting in the data entry option.
· Bulk Import of Date of Receipt for multiple accounts is available in the BO Interest Posting module. The CSV file should contain: Column A: Account Number Column B: Date of Receipt in DD.MM.YYYY or DD/MM/YYYY format. Select the CSV file to view its contents before processing. During processing, account numbers containing 9 or 11 digits will be automatically corrected by adding leading zeros where required. Any invalid account numbers will be highlighted for verification.
· Reporting:
o Generate lists of passbooks not received for interest posting.
o Generate letter to IP/ASP with consolidated details of passbooks not received for interest posting.
o Identify passbooks with transactions that have not yet been received for interest posting.
o Generate "Special Error Book" entries.
o Issue notices to the Depositors.
3. BO PR Continuity Monitoring (SB26, SB28 and MS87)
1. Update cancelled receipts when supplying them to Branch Offices (BOs).
2. Enter data daily when received from BOs. Error will be shown if receipt continuity is missing. When an office is selected for data entry, the details of previously used receipts for that office will be displayed. 3.Print reports for the selected period.
4. Utility Tools
· SODA Master - Excel Utility: Download the utility to manually tally daily SO transactions and VPCOD register.
· VP and COD Register - Excel Utility – Download the utility to maintain VP and COD register in Excel. Data entry and Update status options are available. Intimation Slips can be printed after the completion of Data entry.
· Silent Account report Generation - Excel Utility - Download the utility to generate Silent account report of all of BOs along with SO.
· SO High value wdl memo generation - Excel Utility – Download the utility to generate high withdrawal memos of SO Transactions. .
5. Barcode Generator - can be used to generate Barcode for the account numbers.
6. APT 2.0 Link Configuration: Automatically generate APT 2.0 links within your Google Chrome browser.
Make sure Google Chrome is fully closed before starting this process so the application can update APT links properly. After the update, click No or Cancel if Chrome asks to restore the previous session. This process will create links based on menu tree concept(Screen shot given below).
Note : Help for each module is available in the module itself. Click Help button to know the operating procedures.
Database Management
- Database File: The SPM.DB file located in the application folder is your database. Please do not modify, move, or delete this file, as doing so may result in data loss or nonfunctioning of application/failure.
- Automatic Backups: The system automatically creates a database backup every time you close the application. Hence don’t close the application frequently. To restore the backup delete the SPM DB file from application folder. Then copy the required backup file from Backup folder (AppData\Local\SPMHelp\Backup) and rename it as SPM. Backups are available for last 15 days.
- Closing the Application: To ensure the backup process completes successfully, standard Windows closing methods (the 'X' button and Alt+F4) have been disabled. Please use the "Close Application" button provided on the application's homepage to exit.
Developed By : Vijay Joseph S, SPM , Tandarai SO, Tiruvannamalai Division
For suggestions and modifications, please contact: vijayjosephvj@gmail.com
Telegram Group Link : https://t.me/+FJoaG1VCegY4NzY1
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