Introduction
In order to initiate the Trade Master Data re-engineering process (At ULB/State Level), first thing we need is to define the Trade Category.
The Trade Category List can be defined as
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the primary or the 1st level classification “head” for trade(s) defined at a ULB/State Level.
Data Table
Sr.No. |
|---|
...
Trade Category Code* | Trade Category Name* (In English) | Trade Category Name* (In Local Language) | |
|---|---|---|---|
1 | TC1 | Goods | सामग्री |
2 | TC2 | Services | सर्विस |
Note: The table above contains sample Trade Category data.
Procedure
Data Definition
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Sr. No. | Column Name | Data Type | Data Size | Is Mandatory? | Description |
|---|---|---|---|---|---|
1 | Trade Category Code |
...
Alphameric | 64 | Yes | The Code assigned to the Trade Category. Eg: TC1 For Goods, TC2 for Services. | ||
2 | Trade Category Name (In English) | Text | 256 | Yes | Name of the Trade Category in English. Eg: Goods, Services etc. |
3 | Trade Category Name (In Local Language) | Text | 256 | Yes | Name of the Trade Category in Local Language (as decided). Eg: Service is described as “सर्विस” in Hindi. |
Steps to fill data
Identify the “Trade Categories” that exists at a ULB/ State level.
Priorly, there are certain trade categories already defined as the master (Reference of Data Definitions by previous implementations).
Incase any new trade categories are identified, add the same.
Collect the above information and feed it below the “Trade Category Name” column accordingly.
The Description of Trade Category Name must be provided as per the language specified in the respective column.
The Description must be kept short and precise.
Add the “Trade Category Code” respectively against the identified trade categories(s).
The format of the Trade Category will either be predefined or can be a continuous numeric sequence as per the requirement.
Data Template Validations
All the fields with * sign are mandatory to be filled in. Without this information, the system configurations cannot be executed.
A “single entry” should be made against the respective column. Incase of multiple entries, continuation must be followed.
The “Trade Category Description” must be provided in the required language as mentioned against the respective column. The Description must be kept short and precise.
The format of Trade Category must be informed to the individual/team responsible for filling in the master data.
Template Attachments
Refer to “Trade Category Tab” in the uploaded template. This consists of sample data for reference.
| View file | ||
|---|---|---|
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Refer to following checklist specific to “Trade Categories” while filling the template :
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Defined Parameter
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Check Marker
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Identification of Trade Categories (At State/ULB level).
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Trade Category Code format is followed
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Trade Category Description is short and precise.
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Check for Duplicates in Trade Category Description/Codes
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All fields starting with * are filled
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Download the data template attached to this page.
Refer to the ‘Data Definition’ section of this document to learn more about the template sheet, data type, size, and definitions.
Enter a unique Trade Category Code for each trade head.
Enter the Trade Category Name. Some trade categories are already defined in the master. Add new categories as required.
Enter the Trade Category Name (Local Language).
Checklist
The checklist contains a set of activities to be performed once the data is filled into a template to ensure data entry requirements are met. These activities have been divided into 2 groups as given below.
Common Checklist
This checklist covers all the activities which are common across the entities.
Sr. No. | Checklist Parameter | Example |
|---|---|---|
1 | Make sure that each and every point in this reference list has been taken care of. |
Entity Specific Checklist
This checklist covers the activities which are specific to the entity.
Sr. No. | Checklist Parameter | Example |
|---|---|---|
1 | The format of the Trade Category Code defined should be alphanumeric and unique. | TC1 : Goods TC2: Services |
2 | Trade Category Name (In either Language) should not contain any special characters. | Goods: [Allowed] #Goods! : [Not allowed] |
Attachments