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SOP Library

All Standard Operating Procedures for Aidacare MS-GP BAU operations, grouped by category and frequency.

Total SOPs
58
Across all categories
Event Categories
5
Daily / Weekly / Monthly / Yearly / Ad-hoc
Finance Sub-Areas
4
AP / AR / Cash & Banking / GL
Sales Sub-Areas
2
SOP / OMNI
Integration SOPs
5
CMP / CRM / EPOS / Logistics / WennSoft
# SOP Title Category Frequency Module File
SOP-001 Daily task checklist and process Events Daily General Download
SOP-002 SOP_DAILY SYSTEM TASKS Events Daily General Download
SOP-003 Monthly Task Checklist & Process Events Monthly General Download
SOP-004 SOP_TAC DVA VWA Debtors Posting Events Monthly Finance Download
SOP-005 SOP_Unposted Batch Resolution Events Monthly Finance Download
SOP-006 SOP_Creating Count Sheets for Stock Take Events Ad-hoc Inventory View Folder
SOP-007 SOP_Missing Stock Adjustment in Stock Take Process Events Ad-hoc Inventory View Folder
SOP-008 SOP_Panatracker-Based Stock Counting Process Events Ad-hoc Inventory View Folder
SOP-009 SOP_Rental Stock Take Process Events Ad-hoc Inventory View Folder
SOP-010 SOP_SSRS Reports Usage for Stock Take Events Ad-hoc Reporting View Folder
SOP-011 SOP_Stock Take Checklist Process Events Ad-hoc Inventory View Folder
SOP-012 SOP_Stock Take Pre-Validation & Data Preparation Events Ad-hoc Inventory View Folder
SOP-013 SOP_Stock Variance Investigation Events Ad-hoc Inventory View Folder
SOP-014 Weekly Task Checklist & Process Events Weekly General View Folder
SOP-015 Year-End Closing Checklist & Process Events Yearly Finance View Folder
SOP-016 SOP_AP Batch Posting Failure Finance On-Demand AP View Folder
SOP-017 SOP_AP Invoice Processing Failure Finance On-Demand AP View Folder
SOP-018 SOP_Payment Run Failure Finance On-Demand AP View Folder
SOP-019 SOP_AR Aging Discrepancy Finance On-Demand AR View Folder
SOP-020 SOP_Customer Balance Mismatch Finance On-Demand AR View Folder
SOP-021 SOP_Invoice Not Generated Posted Finance On-Demand AR View Folder
SOP-022 SOP_Bank Reconciliation Break Finance On-Demand Cash & Banking View Folder
SOP-023 SOP_Duplicate Payment Handling Finance On-Demand Cash & Banking View Folder
SOP-024 SOP_Consolidation Journal Failure Finance On-Demand GL View Folder
SOP-025 SOP_Incorrect Pricing Class Finance On-Demand AR View Folder
SOP-026 SOP_Policy Misconfiguration Finance On-Demand AR View Folder
SOP-027 SOP_Deposit Refund Error Finance On-Demand AR View Folder
SOP-028 Wrong Customer Allocation SOP Finance On-Demand AR View Folder
SOP-029 SOP_DVA Claim Reconciliation Failure Finance On-Demand DVA/TAC View Folder
SOP-030 SOP_Subcontractor Payment Mismatch Finance On-Demand DVA/TAC View Folder
SOP-031 SOP_Overdue Customers Still Ordering Finance On-Demand AR View Folder
SOP-032 SOP_Merge Debtors Finance On-Demand AR View Folder
SOP-033 SOP_Duplicate Invoices Finance On-Demand AP View Folder
SOP-034 SOP_Invoices Stuck in Workflow Finance On-Demand AP View Folder
SOP-035 SOP_Not Posting to GP Finance On-Demand AP View Folder
SOP-036 SOP_Validation Backlog (IRIS Verify) Finance On-Demand AP View Folder
SOP-037 SOP_Accrual Incorrect Finance On-Demand Procurement View Folder
SOP-038 SOP_GRNI Mismatch Finance On-Demand Procurement View Folder
SOP-039 SOP_GRNI Not Cleared Finance On-Demand Procurement View Folder
SOP-040 SOP_Inventory Mismatch Finance On-Demand Inventory View Folder
SOP-041 SOP_Consolidated Billing Failure Finance On-Demand Billing View Folder
SOP-042 SOP_Billing Roll-up Error Finance On-Demand AR View Folder
SOP-043 SOP_Bulk Price Update Failure Finance On-Demand Pricing View Folder
SOP-044 SOP_Price Mismatch Finance On-Demand Pricing View Folder
SOP-045 SOP_Price Not Picking in Order Finance On-Demand Pricing View Folder
SOP-046 SOP_Statement Generation Failure Finance On-Demand AR View Folder
SOP-047 Ship-to Address Finance On-Demand Sales View Folder
SOP-048 _Quote Creation Failure Sales On-Demand Sales/SOP View Folder
SOP-049 SOP_Contract Expiry Invalid Pricing Sales On-Demand Sales/OMNI View Folder
SOP-050 SOP_Contract Pricing Not Syncing Sales On-Demand Sales/OMNI View Folder
SOP-051 SOP_Quote Conversion Failure Sales On-Demand Sales/SOP View Folder
SOP-052 SOP_Order Not Created Sales On-Demand Sales/SOP View Folder
SOP-053 SOP_SOP10100 Missing Header Error Sales On-Demand Sales/SOP View Folder
SOP-054 SOP_CMP Integration Integration On-Demand CMP Download
SOP-055 SOP_CRM Integration Integration On-Demand CRM Download
SOP-056 SOP_EPOS Software Installation Integration On-Demand POS Download
SOP-057 SOP_FreightMaster_Radaro & SmartFreight Integration On-Demand Logistics Download
SOP-058 SOP_WennSoft Document Integration On-Demand WennSoft Download

Events SOPs

Grouped by frequency: Daily, Weekly, Monthly, Yearly, Ad-hoc

Daily Daily Tasks (2 SOPs)
#SOP TitleModuleFile
SOP-001Daily task checklist and processGeneralDownload
SOP-002SOP_DAILY SYSTEM TASKSGeneralDownload
Weekly Weekly Tasks (1 SOP)
Monthly Monthly Closure (3 SOPs)
Yearly Yearly Closure (1 SOP)
Ad-hoc Stock Takes (8 SOPs)

Finance Module SOPs

On-demand SOPs grouped by Finance sub-area (SOP-016 to SOP-047)

AP Account Payables (7 SOPs)
#SOP TitleSub-AreaFile
SOP-016SOP_AP Batch Posting FailureAccount PayablesView Folder
SOP-017SOP_AP Invoice Processing FailureAccount PayablesView Folder
SOP-018SOP_Payment Run FailureAccount PayablesView Folder
SOP-033SOP_Duplicate InvoicesDocuphaseView Folder
SOP-034SOP_Invoices Stuck in WorkflowDocuphaseView Folder
SOP-035SOP_Not Posting to GPDocuphaseView Folder
SOP-036SOP_Validation Backlog (IRIS Verify)DocuphaseView Folder
AR Account Receivables & Debtors (10 SOPs)
Cash & Banking Cash & Banking (2 SOPs)
GL General Ledger / Consolidations (1 SOP)
DVA/TAC DVA / TAC (2 SOPs)
GRNI GRNI / Procurement (4 SOPs)
Pricing Pricing (3 SOPs)
Billing Consolidated Billing / ParBill (1 SOP)
Sales Ship-to / Sales (1 SOP)

Sales Module SOPs

On-demand SOPs for Sales Order Processing (SOP-048 to SOP-053)

#SOP TitleSub-AreaFile
SOP-048_Quote Creation FailureSales/SOPView Folder
SOP-049SOP_Contract Expiry Invalid PricingSales/OMNIView Folder
SOP-050SOP_Contract Pricing Not SyncingSales/OMNIView Folder
SOP-051SOP_Quote Conversion FailureSales/SOPView Folder
SOP-052SOP_Order Not CreatedSales/SOPView Folder
SOP-053SOP_SOP10100 Missing Header ErrorSales/SOPView Folder

Integration SOPs

SOPs for third-party integration setup and troubleshooting (SOP-054 to SOP-058)

SOP-054 SOP_CMP Integration CMP

Customer Management Platform (CMP) integration with GP via SmartConnect. Covers Sales Rep and Branch Order Status sync.

Download SOP
SOP-055 SOP_CRM Integration CRM

CRM ↔ GP integration procedures. Covers bidirectional data flows between CRM (OutSystems-based platform) and GP.

Download SOP
SOP-056 SOP_EPOS Software Installation POS

Installation procedure for EPOS (Electronic Point of Sale) software. Envisage-managed POS application on AIDAPOS01V.

Download SOP
SOP-057 SOP_FreightMaster_Radaro & SmartFreight Logistics

FreightMaster integration with Radaro (internal driver routing) and SmartFreight (courier manifest). REST API push on sales transaction trigger.

Download SOP
SOP-058 SOP_WennSoft Document WennSoft

WennSoft Signature (v14.0.2.0) integration documentation. Covers Rental Rates, Equipment, Agreement, Branches, and Models syncs via SmartConnect/eConnect.

Download SOP

Policy Documents

Aidacare IT governance, compliance, and RACI documents

Aidacare Backup Policy

IT backup procedures and schedules for the GP environment. References Unitrend Backup solution.

Download .docx
Aidacare Change Management Policy

Change control procedures for GP infrastructure, configurations, and application changes.

Download .docx
Aidacare Disaster Recovery Policy

DR procedures for GP and SQL Server. RTO/RPO targets to be confirmed with Aidacare.

Download .docx
Aidacare Identity and Access Management Policy

IAM policy covering GP user roles, Citrix access, Active Directory, and security profiles.

Download .docx
Aidacare Incident Management Policy

Incident prioritisation (P1/P2/P3), escalation paths, and resolution procedures for GP BAU incidents.

Download .docx
Aidacare Vulnerability and Patch Management Policy

Patch management procedures for GP, SQL Server, Windows Server, and integrated applications.

Download .docx
Aidacare — Consolidated RACI Matrix

Consolidated RACI covering Responsible, Accountable, Consulted, and Informed roles across all GP BAU functions.

Download .xlsx