Refresher Notes for Postal Assistants

Refresher Notes for

Postal
Assistants
-: Prepared By:-

Prabhat Kumar Sahu

LSG Official, Balangir DVN
Odisha Circle, INDIAPOST
Mob:-9938630845

Prabhat Kumar Sahu, LSG ,INDIAPOST 9938630845 Page 1

 Refresher Notes for Postal Assistants

PREFACE

It was my dream to make a simple hand book

which can be useful by a postal employee in the
office for practical reference. In the goal I am
working with care and love with and easy
approaches. While making this work I got affected
by COVID on 20.05.2021 which breaks my
progress. Upto 20.05.2021 my works are being
publish and updated version would come with
times gradually. This is not a complete book rather
a handy companion in which so many things not
having so much practical value has been omitted.

With love

PRABHAT.

Prabhat Kumar Sahu, LSG ,INDIAPOST 9938630845 Page 2

 Refresher Notes for Postal Assistants

INDIA POST; A BIRD’S VIEW

VISION OF INDIAPOST

India Post’s products and services will be the Customer’s first choice.

MISSION OF INDIA POST

To sustains its position as the largest postal networks in the world touching the lives of every
citizen in the country. To provide Mail Transfer, Money Transfer, Banking, insurance and retail
service with speed and reliability. To provides services to the customers on value for money
basis. To ensures that the employees are proud to be its main strength and serve its customer
with a human touch. To continues to deliver social security services and to enable last mile
connectivity as a Government of India platform.

NETWORKS OF INDIA POST (as on 31.03.2020)

Total number of post offices 156721

Urban post office 15703 + Rural post offices 141218
Departmental post offices 25409 + branch post office 131312
Departmental employee 170942 Gramin Dak Sevak 245141

IT MODERNISATION

The project was approved in November 2012

8 segment of IT Modernization

DCF-Data Center Facility

NI- Network Integrator
FSI- Financial Services System Integrator
CSI- Core System Integrator
DARPAN- Digital Advancement of Rural Post Offices for A New India
RSI- Rural System Integrator + RH- Rural Hardware
MOH- Mail Operation Hardware
CM- Change Managements

( The Primary Data Center is operating at Navi Mumbai Since 3rd April 2013 and the Disaster
Recovery Center is operating at Mysuru since 15th May 2015)

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 Refresher Notes for Postal Assistants

CSI; CORE SYSTEM INTEGRATOR

CSI is a program for postal operation made by TCS. It replaces the meghdoot and speed net
software. It has certain new concept like

General ledger code

DOP is using 15 digit general ledger ac no but in CSI those number are converted into 10
digit GL code.

Accounting
It use double entry accounting system i.e. debit and credit. There are 3 type of accounts.
1. Personal Accounts- debit the receiver and credit the giver
2. Real Accounts- debit what comes in credit what goes out
3. Nominal Accounts- debit all expenses credit all income

Centre and Facility ID

1. Profit centre- office getting income
2. Cost centre- office bearing expenditure
3. Fund centre- office estimate budget

All three centre are same Facility centre [office] having a facility ID like 2622110201
First 2 digit denote circle office Odisha circle-2600000000
First 3 digit denote RO Sambalpur RO-2620000000
First 4 digit denote DO Keonjhar DO-2622000000
First 6 digit denote HO Keonjhar HO-2622110000
First 8 digit denote SO Anandpur SO-2622110200
All 10 digit denote BO Angarua BO-2622110201

Periods
1-April 2-May,3-June………………….10-January,11-February,12-March

Year
From April-2017 to March-2018 is treated as 2017 in CSI
From April-2018 to March-2019 is treated as 2018 in CSI

Cash
1. DOP cash- cash with Treasurer [4867100010]
2. POS cash- cash with MPCM & SB PA [4867100011]
3. Transit cash-cash in transit [4867100000]

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 Refresher Notes for Postal Assistants

Component of CSI

Now a day’s Postal operation are done through the following three components of CSI
i.e. Core System Integrator
1. BO- Back office
2. POS- Point of sale
3. SAP- System application and products

BO(Back Office)
In back office we have to perform supervisor works as well as dispatch PA works. the
two main component that are use are PO OPERATION and IPVS

POS(Point of sale)
In point of sale we perform the counter PA works , the main button that’s are use are
Mail, E payments, Product sales, IPO, Money remittances, Miscellaneous Services, Finance.
Besides these button there are also other button but we have to do most of our work with these
button.

SAP( System application and products)

This is the only component which we have to do online. Here we do DPMS, F & A , SSA
and HRMS works mainly.

WORK FLOW IN A POST OFFICE

(With effect from 16.10.2019)

1. Run the Three Communication

a. start Database Server
b. Run Mobilink_client_Daily
c. Run Mobilink_claint_High
2. BO>PO operation>PO begin
>counter allocation
> receive cash and others from F&A >supply to counter
3. Generate Daily Account (previous day) by transaction code ZFR_DAY_NEW at SAP
4. POS >shift begin> accept allocation > Do normal works
5. SAP>do work under DPMS>take return at DPMS
6.BO>IPVS>DO Dispatch Works
7. SAP>Do voucher Posting in F&A
8. POS >balance Transfer > BO> approval > POS>submit account> BO>approval
>shift end at POS>
9. Do EOD at finacle >DO EOD at DPMS
10. BO>send cash to F&A > PO account submission>PO end
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 Refresher Notes for Postal Assistants

POS BACK OFFICE

In BO we do the supervisory works as well as Dispatch works. We use the menu ‘’PO
OPERATION’’ for supervisor and ‘’IPVS’’ for dispatch PA .

PO OPERATION
a. Do PO begin > allocate counter
b. Receive cash and stamp form F&A > supply to POS Counter
c. Do supervisor approval for EMO, cash remittance and submit ACs at POS
d. Do PO end
IPVS
a. Dispatch PA login > select CLOSE BAG> create the bag> scan article and close bag [
save button can be use to include article later]
b. Choose ‘’Virtual Sort’’ for auto separation of article
c. Select ‘’RETURN & REDIRECT’’ for fetch Article
d. We can use ‘’Mark PENDING ARTICLE’’ for deposit and dispatch article

POS [POINT OF SALE]

1. After login to POS we see three button in right corner > click on daily operation button
>click on shift begin button
2. Click on the back button on left below corner
3. Do the counter transaction
4. At the end do cash transfer ,submit account and shift end

SAP [SYSTEM APPLICATION AND PRODUCT]

SAP is totally online module. Login to SAP and invoke t-code ZDOP_MAIN we will go
to the custom screen of postal dept. In our office we do the following sub component of SAP
1. DPMS [delivery and postman management system]
2. F & A [finance and accounting]
3. SSS [staff scheduling system]
4. HRMS [human resources management system]

DPMS [DELIVERY AND POSTMAN MANAGEMENT SYSTEM]

We can go to DPMS by 2 method

1. Invoke ZDOP_MAIN > click on DPMS
2. Invoke ZMODPMS to reach directly to DPMS screen

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 Refresher Notes for Postal Assistants

WORKFLOW AT DPMS
1. Bag receive >Fetch > scan bag id >give bag weight and received from office name >
click on received
2. Bag open > scan bag id >scan all article >submit
3. Issue to postman> select beat id> scan all article >save > OK >print delivery manifest
4. Postman return >select beat id>fetch >give undelivered remark by scanning the article
and click on enter >change the remark undelivered > save
5. View/update Money order [eMO mail and individuals] > select emo > print
6. Invoice emo to beat> supervisor approval emos >select the emo invoiced > click on
approve
7. Cash payment to postman
8. Return [eMO mails indivisuals]
9. Window delivery of accountable mails/money order > bo delivery > ordinary mail
accounting
10. Eod supervisor confirmation
11. Treasury submit account postman > fill all required field >click on Get Data > save
12. Cash return from post man

F & A [FINANCE AND ACCOUNTING]

Work done at F & A are
1. Cash Flow
2. Voucher Posting
3. Material Management
4. Reports
Cash Flow
1. Cash Request
2. Excess Cash transfer
3. Cash withdrawal from bank
4. Cash remittance to bank

MATERIAL MANAGEMENT

Material Group Material Group Code

Definitive DEFS
Revenue RVS
Service SRS
IPO IPO
CRF CRF
[All HO are treated as a PLANT and has a Plant ID Like A121]

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 Refresher Notes for Postal Assistants

Storage location
1. TR01 – Treasurer storage location
2. CS01 – Counter storage location
3. GS01 – General storage location
4. SO01, SO02 …..- sub office storage location
5. BO11, BO12 …..- branch office storage location
Transaction Code
➢ MIGO – movements of stamps
➢ MB51 – to check stamp and movement
➢ MB52 – show stamp and value
➢ MB5B – show transit stamp also
Stamp received at HO
➢ HO TR will invoke MIGO >select Goods Receipt and Select other
➢ Movement type should be selected as 952
➢ Give Doc Header Text > in general tab search and select Material From Searcher >
give quantity in quantity tab
➢ Give plant id of HO > give storage location TR01
➢ In partner tab search and select CSD/PSD/GPO
➢ In account assignment tab give office ID
➢ To add other stamp click on NEXT ITEM and follow similar procedure > after
receipt of all type of stamp click on CHECK
➢ Click on POST
Movement of stamps
➢ Treasurer will invoke MIGO > select Remove from and select others > movement
type 313 > give doc Header Type
➢ In transfer posting[From side] search and select material from searcher
➢ Give HO id in Plant id> Give from storage location as TR01/SO01 in transfer posting
[dest side] give destination location id as SO01/BO11 > give Quantity
➢ To add other stamps click on Next Item and follow similar step
➢ Click on CHECK > click on POST
➢ Note Down document Number
Place in storage
➢ Invoke MIGO > Select Place in Storage
➢ Enter the Document Number
➢ Click on OK for all item received > click on CHECK > click on POST
[For Branch Office Material management would be done by SO Treasurer]

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 Refresher Notes for Postal Assistants

SOME IMPORTANT SAP WORKFLOW

BALANCE INQUIRY

1] Invoke the t-code ZFBL3N

2] Enter G/L account no 4867100010 for DOP cash 4867100011 for Counter cash and
4867100000 for Transit cash
3] Enter profit Center No and Date
4] Click on Execute button or F8

DAILY ACCOUNT PRINTING

1] Invoke the t-code ZFR_DAY_NEW

2] Enter profit Center No and Date
3] Click on Execute button or F8

[ After GL integration daily account should be print on next day]

CASH REQUEST

1] Invoke the t-code ZFFV50

2] Click on Initiate Request then Click on Enter
3] Enter amount and click on Cash Request and Click on Enter
4] Invoke the t-code ZFFV50
5] Click on Approver then Click on Enter
6] Click on Cash Request and Click on Submit
7] Click on office Post Master and Click on Enter
8] Do necessary step and Submit note the request no

CASH RECEIPT

1] Invoke the t-code ZFFV50

2] Click on Approver then Click on Enter
3] Click on Cash Request and Click on Submit
4] Click on Cash Received
5] do necessary step and note down the document no

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 Refresher Notes for Postal Assistants

CASH REMITTANCE

1] Invoke the t-code ZFFV50

2] Click on Initiate Request then Click on Enter
3] Enter amount and click on Excess Cash Transfer and Click on Enter
4] Invoke the t-code ZFFV50
5] Click on Approver then Click on Enter
6] Click on Excess Cash Transfer and Click on Submit
7] Click on office Post Master and Click on Enter
8] Do necessary step and Submit note the Document NO
9] Invoke t- Code ZFI_CASHDENO
10] Enter Document No Fiscal Year cash denomination bag weight
11] Click on Execute button or F8

VOUCHER POSTING (1)

1] Invoke the t-code F-02

2] Give document date, select type [PL/PB/SK], select company code DOPI ,
select period, select currency INR
3] In first line type 40 for debit ,give GL code Press Enter
4] Give amount and click on more give cost center ID and click enter
5] In second line type 50 for credit give GL code and press enter
6] Give amount and click on more give profit center ID and click enter
7] click on document and click on simulate
8] click on Post Button
9] Note Down the document number

VOUCHER POSTING (2)

1] Invoke the t-code FB50

2] Give document date, select type [PL/PB/SK]
3] In below enter all entry one after another
4] Give GL code select debit/credit. Give amount, profit center no and click enter
5] Enter all transaction and check that total debit is same as total credit
6] Click on Post Button
7] Note Down the document number

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 Refresher Notes for Postal Assistants

CHEQUE REQUEST

1] Invoke the t-codes F-02

2] Enter different parameter
3] in debit part enter the GL code 4200030013 Post master cheque account
4] Enter amount Cost Center ands etcs,
5] Enter Credit part the key is 11 GL codes is 70000000317
6] Enter cudtomer Detail click on ENTER button enter amount then select POST
7] note document number now invoke ZF110 for cheque request and receipt

STAMP OR FORM INDENT

1] Invoke the t-codes ME21N

2] select Stock transfer_PSD, supply plant ( for exam O311/O310/O0P1/O0P2),
Organisation as DOPI ,Purchase Group 117 for HO 121 for DO
3] Enter material code , quantity, Plant ID ( for exam O311) storage location ( for exam
SO04) then click ENTER button repeat the process for all required material
4] Go to purchase order click on CHECK the click on POST button
5] Print the Stock transfer list

REPRINT OF INDENT

1] Invoke ME9F
2] Enter Document Number and click on execute button
3] Tick on document
4] click on trial print out and take print

REPORT VIEWING OF DIFFERENT GL

1] Invoke t-code FAGLL03

2] Enter GL code and posting Date
3] Click on custome selection button ( found in the line of execute button )
4] Enter fiscal year and profit center
5] click on save button
6] click on Execute Button

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 Refresher Notes for Postal Assistants

SUBSTITUTE MANAGEMENT

1] Invoke the t- code SBWP ( ctrl + F12)

2] Go to setting , Go to Workflow Setting
3] Maintain Substitute
4] Select Your Name
5] F5 put *+Substitute ID
6] Click on Substitute Active
7] Save

BO SLIP GENERATION AND PRINTING

1] Invoke t-codes ZMO_RICT_DATA

2] Enter Bag ID , BO ID any other detail waight of Cash Bag
3] Click on execute Button (F8)
4] Invoke t-code ZBOSLIP
5] Enter the BO ID and BO slip date
6] Click On Execute Button or press F8

GENERAL LEDGER CODES GROUP A

Excess Cash 1800420100 BPCOD Receipt 1101220200

e-POST 1101120100 Adhar updation FEE 1800423504
Pli receipt 8801400650 Pli CGST 8866102720
Pli SGST 8866102740 Pli Loan Repay 8801401220
Pli Loan Payment 4801401200 Rpli receipt 8801401060
Rpli CGST 8866102850 Rpli SGST 8866102870
Rpli Loan Repay 8801401230 Rpli Loan Pay 4801401210
Pli Incentive 7801601060 Rpli Incentives 7801601110
Cash Covey 3020580144 Mail Convey 3023841300
FSC/GUM/INK 3020580114 Contigency/wages 3020590200
Fuel for generator 3020821300 Electric bill 3020831300
Electric bill 2 3020631300 BPM commission 4800800430

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 Refresher Notes for Postal Assistants

GENERAL LEDGER CODES GROUP B1

SCHEME DEPOSITE WITHDRAW WITH INT

SB 8800100010 4800100010 4800800010
SSA 8800100020 4800100020
RD 8800100030 4800100030 4800800120
1TD 8800100040 4800100040 4800800040
2TD 8800100050 4800100050 4800800050
3TD 8800100060 4800100060 4800800060
5TD 8800100070 4800100070 4800800070
MIS 8800100080 4800100080 4800800130
SCSS 8800100090 4800100090 4800800150
KVP 8800200270 4800200270 4800200280
KVP OLD 4800200070 4800800390
NSC 5 YEAR 8800200170 4800200170 4800800200
NSC 6 YEAR 4800200060 4800800300
NSC 10 YEAR 4800200080 4800800400
PPF 800600010 4800600010 4800800410
NREGS 8800100160 4800100010

GENERAL LEDGER CODES GROUP B2

DUP PASSBOOK FEE 8800800010 STATEMENT FEE 1800423500

CHANGE OF 1800423200 TRANSFER OF AC 8800800040
NOMINEE FEE
PLEDGE FEE 1800423500 CHEQUE ISSUE FEE 1800423500
CGST SB 8866102590 SGST SB 8866102610
UTGST 8866102630 RD DEFAULT LOAN REPAY 8800800030
RD COMMISSION 4800800440 KVP NSC COMM 4800800480
TD MIS COMM 4800800420 TDS 8002100030
PMJJBY 8844601530 APY 8844601520
PMSBY 8844601560

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 Refresher Notes for Postal Assistants

SOME MATERIAL CODES

ACG-17 100019 Mail List 100056

SR-1 Leave app 100231 SB-7 100314
SB-7(A) 100275 SB-103 100332
eMO Form 100591 AC OPEN FORM 101398
PMSBY form 102011 PMJBY Form 102012
APY Form 102013 ATM Application 102052
MPCM Sticker 100189 Speedpost barcode 102603
Parcel Sticker 101224 Speedpost POD 101219
REGD barcode 101228 REVNUE RVS100
Envelope ENVELOPE ILC LETTER_CARD
Postcard POSTCARD Service stamp SRS100/200/1000

[ For other Stamp code enter D201 in the material place after invoking MB52]
Alist of stamp code will be shown

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 Refresher Notes for Postal Assistants

POSB; POST OFFICE SAVINGS BANK

Post office Savings bank facilities are available since 1882 in our country. The DOP operate
POSB Schemes on behalf of Ministry of Finance, Government of India. It has the followings
schemes. In each of the scheme nomination is mandatory now.

SAVING BANK ACCOUNT

Can be opened by a single or joint holder with minimum balance of 500 rupee. Can avail
cheque facility also. Minor and lunatic account can be opened by proper guardian. Interest is
4% now. Interest earn up to 10000 per financial Year is exempted from income tax.

RECURRING DEPOSITE ACCOUNT

Can be open by a single person or jointly upto 3 person with a minimum deposit of 100 rupee
and there after the multiple of 10 rupee. It is deposited for a period of five year and can be
extended up to another five year. It can be closed after three year. Loan facility is available after
one year.

TIME DEPOSITE ACCOUNT

Can be open by a single person or jointly upto 3 person with a minimum deposite of 1000 rupee
and no maximum limit. It is deposited for one, two, three or five year. It can be closed after 6
month. It can be pledge as security.

MONTHLY INCOME ACCOUNT

Can be open by a single person or jointly with a minimum deposite of 1000 rupee for a period
of five year. Maximum limit for single account 4.5 lakhs and joint account is 9 lakhs. A fix
income is generated every month. It can be closed after one year.

SENIOR CITYZEN SAVING SCHEME ACCOUNT

It can be open by a person after 60 year or taken vrs after 55 year and retired army person after
50 year of old. Minimum diposite of 1000 rupee and maximum deposite of 15 lakhs. Interest is
paid quarterly on 31st March, 30thJune, 30th September and 31st December.

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 Refresher Notes for Postal Assistants

PUBLIC PROVIDENT FUND ACCOUNT

Can be open by a single person for a period of 15 year with a minimum deposit of 500 rupee.
Minimum 500 rupee and maximum 1.5 lakhs can be deposited in a financial year. It has income
tax benefit. Loan can be avail from third year to sixth year. Partial withdrawal can be done after
seventh year.

SUKANYA SMRIDDHI ACCOUNT

Can be opened by guardian of a girl child under 10 year of old with a minimum of amount 250
rupees. Minimum deposit is 1000 and maximum 150000 per financial year. The deposite period
is up to 15 year from the opening date. Maturity period is 21 year from the date of opening.
Upto 50% can be withdrawal incase the child attained 18 year or passed 10th standard. Account
can be closed after marriage of a child after attaining 18 year.

NATIONAL SAVING CERTIFICATE

It can be purchase individually of on behalf of a minor or lunatic with a minimum deposit of

1000. It has income tax benefit up to 150000 rupee. It can be pledge as security.

KISHAN VIKAS PATRA

It can be purchase individually of on behalf of a minor or lunatic with a minimum deposit of

1000.it can be encashed after 2 year 6 month. It can be pledge as security.

KNOW YOUR CUSTOMER DOCUMENTS

1. For low risk- where total deposit of customer is up to 50000 a] two recent passport
photograph b] one address proof c] one identity proof

2. For Medium risk – where total deposit of customer is between 50000 to 10 lakh a]two
recent passport size photograph b]one address proof c] PAN card should be taken as identity
proof or form 60 or 61 and any identity proof

3. For High risk- where total deposit of customer is above 10 lakh a] all documents of
medium risk + b] proof of source of fund

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 Refresher Notes for Postal Assistants

MOSTLY USED FINACLE WORKFLOW

CIF(Customer Information File)

CREATION – invoke CCRC > Function – Add > Go > Title > First Name > Middle
Name
> Last name( here give the full name) > father/husband name >Date of
birth>Gender>Tax status
>PAN no >Income>Income type>Occupation type
Document Details>document type>Doc code>enter ID > if more documents submitted
click on expands > preferred tag yes/no (one documents has to select yes) > fill address
detail > fill
Phone email detail > tds table code >primary relationship manager ID enter CIFRM
> short name > Submit and note down CIF No. verify it by Super invoking CCRC

MODIFICATION – invoke CMRC > Function – Modify >make necessary

modification
> Submit >Verify it by Super invoking CMRC

MERGER – invoke HCCA > Function- Modify >A/c no whose cif has to change>Go
>Old CIF id > New CIF id>Reason Code> Submit > verify it by HCCA
[ CICD can be used to know CIF id of an accounts and CCIFINQ is used to know CIF by
entering ADHAR NO or MOBILE NO]

ACCOUNT OPENING

SB- invoke CASBAO > Function- O-open >give CIF id>scheme code >GO>mode of
operation >NO s of documents > Doc-code > Doc date > fill related party and nomination
details if any > Submit > OK > Note A/C NO.( Verify it by Super invoking CASBAV)

RD- invoke CRDOAAC > Function- O-open >give CIF id>scheme code RDIPN >GO
>mode of operation >Monthly Installment > transaction type > debit A/C no if transaction type
is transfer>documents details> nomination details if any > submit > flow id > submit > Note
RD A/C NO and Transaction ID (if it is opened by agents then give agent id near monthly
installment box) (verify it by Super Invoking CRDOAACV)

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 Refresher Notes for Postal Assistants

SSA & PPF- invoke CPPFAO> Function- O-open >give CIF id>scheme code >GO
>mode of operation>NO s of documents > Doc-code > Doc date > submit
> verify by CPPFAV.

TD,MIS,KVP,NSC,SCSS – invoke CMISAOP > Function- O –Open > Product Group

> Scheme Code >Go > mode of operation > Deposit amount >agent id if any > nomination
detail if any > transaction type > document detail > interest credit account > renewal option >
submit > flow > submit > Note down A/C NO and Transaction ID
> verify It by Super invoking CMISAOPV.

RD LOAN A/C- invoke CAOLARD > Function –Open>CIF ID >Scheme Code –

LARD >Go >Name>Loan Amount>installment frequency>amount>Submit >OK note loan A/C
id
>verify with CAOVLARD

MODIFICATION OF AC

SB – CASBAM, RD – CRDACM, SSA/PPF – CPPFAM, TD/MIS/SCSS/KVP/NSC -

CMISAM

DAILY TRANSACTIONS

SB DEPOSIT / WITHDRAWAL - invoke CTM >Function – Add > Function Type –

deposit or Withdrawal >Go >AC No credit >Amount >Submit

RD DEPOSIT - invoke CRDP >Function – Add >Transaction type > Go >AC No

>Amount >Submit

RD LOAN PAYMENT - invoke LARDD >Function – Disbursement >loan A/C id

>Amount > mode of disbursement > credit account id if required >Submit > ok

RD LOAN REPAYMENTS – Partly – invoke HLAUPAY final- invoke HPAYOFF

SSA/PPF DEPOSIT – invoke CPDTM >Function – Add >Transaction type >Type –

Normal contribution > Go >AC No credit >Amount >Submit

SSA/PPF withdraw – invoke CPWTM >Function – Add >Transaction type >Type –

Normal
Withdrawals > Go >AC No debit >Amount >Submit

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 Refresher Notes for Postal Assistants

TD/MIS/SCSS INTEREST PAYMENT- Invoke HTM >Function – Add > transaction

type- C/NP Cash Normal payments > Go > Next screen comes > Debit A/C id Sundry A/C no
> enter amont > Ref No – A/C No> restore value additional part transaction > Go >
next screen comes > delete both start amount and end amount > Ref No- A/C NO > Go> click
check box> Accept > back to previous screen > Post /Submit

APPROVAL OF HIGH VALUE WITHDRAWAL- Invoke EXCW > Function –

Modify > enter the account number > Click on search mirror in Request ID and select > GO
> Approve or Reject > Submit

[ SUNDRY A/C => MIS - SOLID+0337, SCSS - SOLID+0338, TD - SOLID+0335, 1YR TD -

SOLID+0129, 2 YR TD – SOLID+0130, 3 YR TD – SOLID +0131, 5 YR TD –SOLID +0132 ]

[all above transaction id has to be verified on the same command]

CLOSING OF ACCOUNTS

SB/SSA/PPF – invoke HCAAC > Function –Close > A/C ID > Go > Transaction Type -
Cash or Transfer > Give repayment A/C > Submit verify by invoking HCAAC

RD – invoke CRDCAAC > Function – Trail Close/Close > A/C ID > Go > Click on
check box Close > Close Reason > Select Cash or Transfer > Give repayment A/C > Submit
Verify it by CRDCAAC

RD LOAN AC – invoke CAACLA > Function – Close > A/C ID > Go > Click on
check box Close > Close Reason > accept > Submit verify it by CAACLA

TD,MIS,SCSS - – invoke HCAACTD > Function – Trail Close/Close > A/C ID > Go >
Click on Close detail Tab> Close Mode > Click on Closer Exception Tap > Close Reason
> Submit > Note down Id verify it by invoking HCAACVTD

[for KVP and NSC invoke CSCCAAC for single AC and CNSBCV for Bulk AC closer
verify by the same command]

AGENT RELATED

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 Refresher Notes for Postal Assistants

CREATION – Invoke HDSAMM > Function – Add > DSA ID > click on Go > DSA
turnover Frequency –Daily > Next turnover Date – 31/12/2099 > commission Credit AC >
Tax Code – TDSAG > expand arrow to expand the page > agent type> license expiry date >
Set ID – SOL ID > Scheme Code > payment frequency – Daily { for more scheme click on
Add } > click on Commission Parameter Tab > Fixed commission start date – Give Next date
> submit >OK
Verify with the same command

MODIFY OR RENEWAL – Invoke HDSAMM > Function – Modify > DSA ID >
click on Go > Click on General Tab > For renewal modify the license expiry date> click on
Commission Parameter Tab > Fixed commission start date – Give Next date > submit
>OK
(Verify with same command)

AGENT INQUIRY - Invoke HDSAIP > Function – Display > SOL ID > click on Go

LIST POSTING - Invoke HAGTXP > Function – Modify > AGENT ID> Give
Reference No > click on Go > tally the figure > POST (Verify with same command)

MANUAL FEE/CHARGE COLLECTION

FEE COLLECTION BY CASH – (by PA) Invoke HGCHRG > Go > Function Add >
Event ID (type or select) > Transaction Type C/CR > Go > Enter CIF ID of customer > Submit

(by SUPER) - Invoke HGCHRG > Go > Function V- Verify > Event ID (type or select) >
Transaction Type C/CR > User ID > Go > Select from List > Submit

FEE COLLECTION BY TRANSFER – (by PA) Invoke HGCHRG > Go > Function Add >
Event ID (type or select) > Transaction Type T/BI > debit account ID > Go > Submit

(by SUPER) - Invoke HGCHRG > Go > Function V- Verify > Event ID (type or select) >
Transaction Type T/BI > debit account ID > Go > Select from List > Submit

We can reversal the transaction from the same menu HGCHRG, Receipt can be creat by the
menu HADVC and print at HPR

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 Refresher Notes for Postal Assistants

FEE/CHARGE COLLECTION FOR DIFFERENT SERVICE

Issue of duplicate passbook 50.00

Issue of statement 20.00
Issue of lost pas book 10.00
Cancellation and change of nomination 50.00
Transfer of account 100.00
Pledging of account 100.00
Issue of cheque book per leaf 2.00
Dishonor of cheque 100.00
An additional of 18% GST is to be collected with the base fee

SOME OTHER WORK FLOW

ATAL PENSION YOJANA – Invoke CAPY > Function – Add > Go > AC ID > enter
required field > submit Verify With same command

ATM CARD ISSUE – Invoke CCMM > Go > enter required field > submit Verify
with same command

ADD INVENTORY AT SO – Invoke HIMC > Function – Add > Go > From Location
Class – ZZ >From Location code – EXT > To location class– DL > To location code – DL >
Accept > Select Inventory Class / Type from searcher > Inventory Alpha > Start No > End
No > Validate > if another inventory is to be add then Click on Add > submit (Verify With
same command)
ADD INVENTORY TO Employee – Invoke HIMC > Function – Add > Go > From
Location Class – DL >From Location code – DL > To location class– EM> To location code –
Employee ID > Accept > Select Inventory Class / Type from searcher > Inventory Alpha >
Start No > End No > Validate > if another inventory is to be add then Click on Add > submit
(Verify With same command)

ISSUE CHQUE BOOK – invoke HICHB > GO > A/c ID > Acknowledgment obtain –
Yes > Cheque Type – CHQ > GO > Select The cq book Serial No > Submit
( Verify with same commands)

PMJJBY or PMSBY - invoke CPMY > Function – Add > AC ID > Go > enter required
field > submit (Verify With same command)

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 Refresher Notes for Postal Assistants

Findout New AC No. – Invoke CNAC > Go > Enter SOL ID + Scheme + Old AC No.
or Certificate No > Submit

END OF DAY COMMANDS

(1) HTCPIAE – This commands in used to know the teller cash balance . Invoke the
commands >Go> Select the employee ID> The balance in hand should be zero ( which is
automatically zero while done through POS)

(2) HCASHPND – Check before EOD that there is no difference in cash in hand and
cash in teller ID

(3) HFTI – invoke the commands >Go>Transaction Status select as E-enter and P-posted
> Submit if there found any transaction then modify or verify as required.

(4)HAFI – This command is used to know about unverified accounts. Invoke the
commands > Go > in Ref No Give . (Dot) or two spaces > Entered on – Give Current dates >
Authorised –select not Authorised > Go

(5) HIMI – Invoke the commands > Go > Transaction date – current date > Submit

(6) HFINRPT – Use this command for Reports Generation

(7) HPR – Use this command for report printing

(8) HISCOD – this commands is used to do EOD . Invoke the command > SOL ID is
auto populated Give 0(zero) in Hours & 1(one) in Minutes Fields > Go batch job will be
invoked with an ID

(9) HSSI – this is used to know the status of day end.

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 Refresher Notes for Postal Assistants

POST OFFICE LIFE INSURENCE

Postal Life Insurance came into existence in 1st February 1884. Now a day it is driven by Post
office Life Insurance Rule 2011. Post office Life Insurance are of two type 1] PLI –postal life
insurance 2] RPLI- rural postal life insurance. The RPLI is with effect from 24th March 1995.

POSTAL LIFE INSURANCE

Type - 1] Whole Life Assurance 2] Convertible Whole Life Assurance 3] Endowment

Assurance 4] Anticipated Endowment Assurance 5] Joint Life Assurance 6] Children Policy

Sum assured Limit – minimum 20000/-(twenty thousands) maximum 5000000/-(fifty

lakh) in the multiple of 10000/-(ten thousand). Up to sum assured of 500000/-(five lakhs no
medical examination needed)

Anticipated Endowment Assurance – Introduced with effect from 1st February 1984.
Two type of policy available 15 year and 20 year policy. Minimum age is 19 year and
maximum age is 45 for 15 year policy and 40 for 20 year policy. Four installments (money
back) will be paid to the insurant.

Joint Life Assurance – introduced with effect from 1st August 1997. The policy will be
issued to a person with his/her spouse. The term of this policy is 5 year to 20 year. Age at entry
is in between 21 to 45 year.

Children Policy – Introduced with effect from 20th January 2006. The sum assured is
minimum 20000/- (twenty thousands) maximum 300000/- (three lakhs) or the sum assured of
guardian whichever is less. Maximum is 100000/- one lakh in cash of RPLI. The age of the
child be between 5 to 20 year and the age of the main policy holder will be below 45 year.

RURAL POSTAL LIFE INSURANCE

Type - 1] Whole Life Assurance 2] Convertible Whole Life Assurance 3] Endowment

Assurance 4] Anticipated Endowment Assurance 5] Children Policy 6] 10 Years’ RPLI

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 Refresher Notes for Postal Assistants

Sum assured Limit – minimum 10000/-(ten thousands) maximum 1000000/-(ten lakh)

in the multiple of 5000/-(ten thousand). Up to sum assured of 100000/-(one lakhs no medical
examination needed)

SOME TERM RELATED TO INSURANCE

Auto Paid Up - where more than 36 premiums has been paid and three year has been
completed and no further payment could be done the policy will be maturing on the same day
of the original policy.
Central Processing Center (CPC) – Branch of Head Office where all works relating to
policy carried out.
Due Date – The first day of the month for which premium is payable.
Free Lock Period – 15 day from the delivery of the policy when the insurant can cancel
the policy.
Paid Up Policy – A policy which require no further payments of premiums.
Proposer/proponent – who apply for the policy.
Grace Period – Up to the last day of the calendar month in which the due date of
premium fall.
Premiums – The periodical payments of a policy.
Void – A policy which is less than three year and a due premium is not paid within the
grace period.

IPPB ; INDIA POST PAYMENTS BANK

VISION
Building the most accessible, affordable and trusted Bank for the common man.
MISSION
Spearheading financial inclusion by removing barriers and reducing costs for accessing
Banking services.
PRODUCTS
SAVINGS ACCOUNTS
1. Regular Savings Accounts – Open at the access point. Maximum balance
200000/- (two lakh). Current interest rate is 2.75%.
2. Digital Savings Accounts – Can be open at home through mobile app but have
to update KYC at access point within 12 month.
3. Basic Savings accounts – All feature of regular savings accounts but withdrawal
is limited to 4 times in a month.

CURRENT ACCOUNTS

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 Refresher Notes for Postal Assistants

It offers facilities to small businessman. Accounts can be open at access point. A

schedule charges for transaction.

SERVICES

Mobile Banking facility through app

Doorsteps Banking
Mobile and DTH recharge
Electricity Water and Gas bill payments
Insurance premiums payments
IMPS – Immediate payment service
NEFT – National electronic fund transfer
RTGS – Real time gross settlement
AEPS – Adhar enable payment systems
DBT – Direct benefit Transfer

IPPB CBS FINACLE COMMANDS

CKYCACOP – Account open new customer

CACOP - Account open existing customer
CTM – Cash deposit, cash withdrawal, cash transfer, IMPS, NEFT, RTGS etc
CNFTM – accounts maintenance, customer maintenance inquire, closer maintenance
CSRM – Service Request Maintenance
CDRM – Doorstep Banking Request Maintenance
CAEPS – AEPS transaction
HCASHDEP – Cash deposit 3rd party
HCASHWD – Cash withdrawal 3rd party
HXFER – Transfer between accounts 3rd party
HSIM – Standing Instruction Maintenance
HACLI – Account Ledger Inquiry
HCRT – Create and update reversal transaction
HGCHRG – General charge and fee collection
HFTI – Financial transaction inquiry
HTCPIAE – teller cash inquiry
HFTR – Financial Transaction Report
HPR – Print Queue

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 Refresher Notes for Postal Assistants

SOCIAL SECURITY SCHEME

These schemes were announce by the Government on budget for 2015-2016. These
schemes were launch on 9th May, 2015for providing life and accidental insurance with
affordable cost.

Pradhan Mantri Suraksha Bima Yojana (PMSBY)

Age group 18 to 70 having accounts. Risk cover 200000/-(two lakh)for accidental death
or full disability rs 100000/-(one lakh) for partial disability. Premium is rs 330 per annum
deducted from holder account. This scheme is offered by Life Insurance Corporation.

Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY)

Age group 18 to 50 having accounts. Risk cover 200000/-(two lakh) in case of death of
the holder stretching from 1st June to 31st May and is renewable. Premium is rs 12 per annum
deducted from holder account. This scheme is offered by general insurance company.

Atal Pension Yojana (APY)

Age groups 18 to 40 years. A minimum pension of 1000,2000,3000,4000 and 5000 is

guaranteed at the age 60 year. The contribution is based on pension amount chosen. If the
subscriber demise then the spouse will get the pension amount till the death. If subscriber and
spouse demise then the nominee will get the pension.

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 Refresher Notes for Postal Assistants

SOME KINDS OF LEAVE WE AVAIL

CASUAL LEAVE

The number of casual leave is 8 days per year for who has 17 holidays and 10 days per year
who has not 17 holidays. Casual leave can be taken for half day also. It should not normally
grant for more than 5 days at a time. Sunday or holiday can be suffix or prefix to CL. There are
provisions of special casual leave for sports events, cultural activities, mountaineering, trekking,
family planning, natural calamities, bandh and other purposes also.

EARNED LEAVE

15 days is credited in January and 15 days is credited in July every Year. If somebody join in
the middle of the year then 2.5 days is credited for each completing months. EL can be avail up
to 180 days at a time. It can be taken up to 300 days as leave preparatory to retirement.

HALF PAY LEAVE

10 days is credited in January and 10 days is credited in July every Year. If somebody join in
the middle of the year then 5/3 days is credited for each completing months. HPL can be avail
with or without medical certificate.

COMMUTED LEAVE

Not exceeding half of HPL can be taken on medical certificate. It can be taken without medical
certificate up to maximum 90 days in the entire service. It can be taken up to maximum of 60
days by a female with maternity leave or with adaptation of a child.

MATERNITY LEAVE

180 days during pregnancy and 45 days for miscarriage or abortion. It is granted on full pay.

PATERNITY LEAVE

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 Refresher Notes for Postal Assistants

15 days is granted. Up to 15 days before or up to 6 month after the date of delivery it can be
taken.

LEAVE NOT DUE

LND is granted when no HPL is available. It is granted on medical ground. The amount of LND
is limited to the HPL that one will earn and maximum 360 days

EXTRAORDINARY LEAVE

It is normally granted when no other leave is admissible. It is granted Up to 3 month with or

without medical certificate up to 6 month with medical certificate of common illness up to 18
month in case of cancer, mental illness likes illness. EOL may be granted to regularize the
period of absence without leave.

SOME IMPORTANT WEBSITES

1] WEBEX REMOTE SUPPORT- tcs.webex.com

2] E POST – www.indiapost.nic.in/epost
3] FOR TICKET RAISE – servicedesk.indiapost.gov.in
4] CCC COMPLAIN – http://ccc.sept.gov.in
5] EMPLOYEE PORTAL – http://sapepnew.indiapost.gov.in:2011/irj/portal
6] IM PORTAL CSI – im.indiapost.gov.in/identity
7] DOP E MAIL – https://webmail.indiapost.gov.in/owa
8] PMA REGISTRATION – http://apps.indiapost.gov.in/pmamis/Home.aspx
9] MAcCAMISH – http://172.16.20.44/DashBoard/loginPage.action#
10] MIS SERVER – https://dpdcpflmis.fsi.indiapost.gov.in:1443/finbranch/ui/SSOLogin.jsp

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