Frequently Asked Question on APT

Migration of BNPL/Advance and NAF Customers

FAQ on Migration of BNPL/Advance and NAF Customers

Q1: Have existing customers been migrated to the APT system, and what details have been included?

A: Yes, all PAN India active customers who have conducted business in the last 24 months have been migrated to the APT system. The migration includes all basic details such as Customer ID, Contract ID, Contact Number, Nodal Office, and other relevant information. Additionally, both active and inactive customers as of 01.01.2023 have been included in the migration.

Q2: Where can the migrated customer data be accessed, and what actions are required from the Division?

A: The migrated customer data will be populated in the Divisional login of the IT 2.0 internal portal under the Customer Management section as part of a pre-rollout activity (excluding balance details). Divisions are required to verify and update key customer information such as Email ID, Mobile Number, NAF or CAF status, DNK, Flat Rate Billing, COD, Nodal Bill Raising Office, and Nodal Payment Office, among other details.

Q3: What financial details need to be updated by Divisions before rollout, and where should this be done?

A: Divisions are required to verify and confirm customer details in the portal and update the BNPL Notional Credit Amount and Advance Customer Leftover Amount in the Rollout Readiness Portal on T-3 day (three days prior to rollout). This ensures that the customer balance is accurately reflected and available for booking postrollout.

Q4: How will Customer IDs be made available for verification and sign-off in the Rollout Readiness Portal?

A: Based on the Nodal Office information updated by the Divisions, the Migration Team will populate the corresponding Customer IDs in the Rollout Readiness Page. These will be available for verification and sign-off under the login of the respective Nodal Office.

Q5: When will BNPL and Advance Customer balances be populated in the Rollout Readiness Page?

A: On T-2 day (two days prior to the rollout date), the BNPL and Advance Customer balances will be populated in the Migration Rollout Readiness Page to ensure accurate financial data is available for verification before the rollout.

Q6: Can balance corrections or updates be made during the rollout process?

A: Yes, balance correction or updation can be performed on the Migration Readiness Portal during the rollout process, but it requires the approval of the Divisional Admin before the changes can be finalized.

Q7: How is Notional Credit determined for NAF customers, and what action is required in CSI?

A: For NAF (Non-Advance Funding) customers, Notional Credit will be provided based on the average transactions conducted by the offices under the respective Division. The Nodal Office will be intimated to make the necessary adjustments in CSI to reflect the reduced credit accordingly.

Q8: How should inactive customers maintained at the divisional level be handled, and what is the process if they return for renewal?

A: Inactive customers maintained at the Divisional level can be extracted from the ZCONIN and ZCUSTCON transaction codes (t-codes) in CSI and should be kept as a manual reference at the Divisional Office. If such a customer returns for renewal, a new Customer ID must be created through the Self-Service Login in APT to proceed with further action.

Q9: What should be done if an active customer's details are not populated in the system?

A: If an active customer's details are not populated but are available at the Divisional level, they can be entered through the Data Updating Module for inclusion in the Master List. However, only those Customer IDs that were created by the Division, with active contracts being managed and bills generated, should be checked, validated, and updated.

Q10: Is there a specific template to be used for booking or uploading bulk articles?

A: Yes, a new template available in APT Booking Solutions must be used for the booking and upload of bulk articles.

Q11: How can inactive customers be renewed for further processing?

A: Inactive customers can be renewed through the Internal CRM login of the Divisional Head. Once renewed, they will be available for subsequent processing within the system.

Q12: How is customer balance managed during the APT transition, and what is expected from the Nodal Office?

A: The Centre for Excellence in Postal Technology (CEPT) is ensuring seamless credit/debit transaction data exchange between APT and CSI for maintaining customer balances related to Advance and Notional Credit for BNPL accounts. However, during the transition/migration phase, the Nodal Office is requested to maintain a ledger balance of bookings and recharges for Advance customers only, until the complete rollout of APT is finalized.

Q13: When will billing be done for bookings made in APT for customers of the home division?

A: For bookings made in APT related to customers of the home division, billing will be processed in the CRM of the APT application as follows: BNPL Customers: Billing will be done on the 5th of the next month Advance Customers: Billing will be done on the 1st of the next month

Q14: How are bookings for NAF customers handled across APT and CSI, and how is billing managed?

A: For NAF (Non-Advance Funding) customers, facility ID-wise booking details from APT offices will be shared with the CSI Nodal Office. These details will be used for inclusion in the bill generated by the Nodal Office in CSI. Applicable discounts and rebates will be calculated based on the consolidated bookings from both APT and CSI applications.

Q15: How should billing is handled for partial bookings in CSI and APT when migration occurs mid-month?

A: In cases where migration to APT happens mid-month, resulting in partial bookings across CSI and APT, the Nodal Billing Office is responsible for generating: Bills in CSI for the bookings made prior to migration (in CSI), and Bills in the APT CRM module for bookings made after migration (in APToffices).

Q16: Can Divisional Heads and Nodal Offices view and generate invoices for past bookings in APT?

A: Yes, a provision has been made in the Divisional Head and Nodal Office logins to view generated bills for previous months, specifically for bookings made in rolled-out offices. Based on the selected contract (available in a dropdown menu), users can view the bills and generate invoices for customers to facilitate payment

Q17: How is Notional Credit determined for NAF customers, and what action is required in CSI?

A: For NAF (Non-Advance Funding) customers, Notional Credit will be provided based on the average transactions conducted by the offices under the respective Division. The Nodal Office will be intimated to make the necessary adjustments in CSI to reflect the reduced credit accordingly.

Q8: How should inactive customers maintained at the divisional level be handled, and what is the process if they return for renewal?A: Inactive customers maintained at the Divisional level can be extracted from the ZCONIN and ZCUSTCON transaction codes (t-codes) in CSI and should be kept as a manual reference at the Divisional Office. If such a customer returns for renewal, a new Customer ID must be created through the Self-Service Login in APT to proceed with further action.Q9: What should be done if an active customer's details are not populated in the system?A: If an active customer's details are not populated but are available at the Divisional level, they can be entered through the Data Updating Module for inclusion in the Master List. However, only those Customer IDs that were created by the Division, with active contracts being managed and bills generated, should be checked, validated, and updated.Q10: Is there a specific template to be used for booking or uploading bulk articles?A: Yes, a new template available in APT Booking Solutions must be used for the booking and upload of bulk articles.Q11: How can inactive customers be renewed for further processing?A: Inactive customers can be renewed through the Internal CRM login of the Divisional Head. Once renewed, they will be available for subsequent processing within the system.Q12: How is customer balance managed during the APT transition, and what is expected from the Nodal Office?A: The Centre for Excellence in Postal Technology (CEPT) is ensuring seamless credit/debit transaction data exchange between APT and CSI for maintaining customer balances related to Advance and Notional Credit for BNPL accounts. However, during the transition/migration phase, the Nodal Office is requested to maintain a ledger balance of bookings and recharges for Advance customers only, until the complete rollout of APT is finalized.

Q13: When will billing be done for bookings made in APT for customers of the home division?

A: For bookings made in APT related to customers of the home division, billing will be processed in the CRM of the APT application as follows: BNPL Customers: Billing will be done on the 5th of the next month Advance Customers: Billing will be done on the 1st of the next month

Q14: How are bookings for NAF customers handled across APT and CSI, and how is billing managed?

A: For NAF (Non-Advance Funding) customers, facility ID-wise booking details from APT offices will be shared with the CSI Nodal Office. These details will be used for inclusion in the bill generated by the Nodal Office in CSI. Applicable discounts and rebates will be calculated based on the consolidated bookings from both APT and CSI applications.

Q15: How should billing is handled for partial bookings in CSI and APT when migration occurs mid-month?

A: In cases where migration to APT happens mid-month, resulting in partial bookings across CSI and APT, the Nodal Billing Office is responsible for generating:

• Bills in CSI for the bookings made prior to migration (in CSI), and
• Bills in the APT CRM module for bookings made after migration (in APToffices).

Q16: Can Divisional Heads and Nodal Offices view and generate invoices for past bookings in APT?

A: Yes, a provision has been made in the Divisional Head and Nodal Office logins to view generated bills for previous months, specifically for bookings made in rolled-out offices. Based on the selected contract (available in a dropdown menu), users can view the bills and generate invoices for customers to facilitate payment