Workflows and secured custom reports access(unlimited users)-Turbodata

   Workflows and secured custom reports access(unlimited users)-Turbodata

 

 Who are the stakeholders with whom you need to share data?

Are you a customer who is on Tally server?

Then let us see who could be the possible users of your data?

For most firms the user hierarchy details are in ledger hierarchy.

Say in the internal hierarchy there are 25 people  each across various levels of hierarchy.

say the company has 50 sundry debtors and 20 sundry creditors. SO the total people involved for sharing information securely are atleast 95.

Methods of contact by whatsapp, email are time consuming.

a.) Internal users: The number of internal users could be large. Various reports with row level security could need to be shared with various end users.

b.) External users: primarily under the primary group sundry debtors and sundry creditors. Currently They are informed by whatsapp or email intimations. However

Additional details that can be shared are as possible:

i.) Pending sales orders

ii.) Pending purchase orders

iii.) Pending bills statements: https://mndatasolutionsindia.blogspot.com/2023/11/issue-problem-statement-in-many.html

iv.) Intimation regarding new receipts

v.) Sales order input forms.

vi.) Open stock position for reordering: https://mndatasolutionsindia.blogspot.com/2021/01/sell-more-of-your-inventory-to-existing.html

Additional requirements for internal users:

a.) Workflow approval requirements for sales orders and purchase orders within the internal heirarchy:

Current solution:

a.) Most companies use third party apps for getting one or more tasks done: issues regarding data security and data confidentiality are open in many cases.

b.) Tally server companies also use third party apps

Our proposed solution:

a.) If on server in Tally then use the same to give access to multiple end users without paying additionally for each user by using own server.

b.) Design custom workflows for approval process

c.) Get custom reports in a very quick and customized fashion without paying any licensee fees

Process steps for the same:

a.) Use Turbodata Powerbi module to understand the Tally data using ledger hierarchy and item hierarchy flattening: https://mndatasolutionsindia.blogspot.com/2021/10/turbofast-powerbi-reports-from-tally.html

b.) Load the data into SQL server. For faster incremental data load indicate masters entries for data load. Optimize the reports in SQL server: https://www.youtube.com/watch?v=m8Lg6Og9bcU,https://www.youtube.com/watch?v=PI5DmU5IUSo,https://www.youtube.com/watch?v=B-odSuZkYhU&list=PLZPWImFqOkLsGgXPGf82nHPVaaZtJx4BL&index=1

using views and functions : https://www.youtube.com/watch?v=B-odSuZkYhU&list=PLZPWImFqOkLsGgXPGf82nHPVaaZtJx4BL

c.) Set up row level security at the database level:  

d.) Use Turbodata data capture forms to give custom reports at each level of stakeholders.

Name: Apoorv Chaturvedi

email: support@mndatasolutions.com;support@turbodatatool.com

Phone:+91-8802466356