How to add & update the Brand and Activity details at the time of Completion request creation

Created by Pankaj Amesar, Modified on Fri, 10 Jul at 1:48 PM by Pankaj Amesar

Request Creation Stage

Category: HMCL Production – Purchase Order / Completion Request Module Applies to: Vendor / Agency Users, Area Office (AO) Admin, Area Manager Status: Released

What's new

Vendor/Agency Users can now add new Brands and update existing Brand details directly within a Completion Request, raised against a Purchase Order once an activity is fully or partially completed. Previously this wasn't possible at the completion stage.

This works for both full and partial activity completion, and the updated Brand and Dealer Split details automatically flow through to Annexure 2 and Annexure 3 of the PO once the request is approved.

Who is affected

Role	What changes for you
Vendor / Agency User	Can add/update Brands, Activity details, amounts, and proofs while raising a Completion Request.
AO Admin	Verifies the updated details and enters/corrects the Dealer Split before forwarding for approval.
Area Manager	No change to the approval action — approval now also updates Brand/Dealer Split changes onto the PO and Annexures.

Quick summary of the workflow

Vendor/Agency User adds/updates Brands and Activity details on the Completion Request and submits.
AO Admin verifies the details, updates the correct Dealer Split, and either Verifies (forwards to Area Manager) or sends it Back to the Vendor/Agency User for correction.
Area Manager approves the verified request.
On approval, the PO is updated and Annexure 2 (Brand changes) and Annexure 3 (Dealer Split changes) are regenerated automatically.

Resources

? Full Step-by-Step SOP: [attach/link: SOP_Brand_Addition_Completion_Request.docx]
? Screen Walkthrough Video: [attach/link: How_to_add_and_update_Brands_at_Completion_Request_Creation_stage_compressed.mp4]

Good to know / common validation prompts

You must attach at least one supporting document for each Brand/Activity entry before submitting.
All KPI "Actual" values must be filled in on the Performance tab before submitting.
A caution banner reminds you that approved Completion changes override the original plan and impact reporting — review before submitting.