0002525 PI redesign

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== Business Analysis ==
== Business Analysis ==
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=== Background and Requirements ===
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=== Requirements ===
Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:
Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:
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==== Verification problem ====
==== Verification problem ====
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Some accounting users (Karen, CFO) would like to be able to enter PI from CT Editor.  
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The process of entering PI an verifying that this PI correctly being associated with required CT is cumbersome. CFO user feels necessary to look at P/L tab of given CT every time she enters PI against this CT. This to make sure that PI/amount is correctly appeared there. This is normally for PI with very large amounts entered against individual CTs.  
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Reasons:
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So her steps are (example):
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** this will be done for some PIs that have large amount so she needs to verify that system posted invoice against correct CT. At the moment
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* click ''Main Menu > Acc > Add New Purchase Invoices''
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* enter PI#123 (5000 USD against CT#678), submit
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* open CT#678 through Quicklink
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* goto P/L tab; verify that PI#123 (5000 USD) appears there
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New process and/or system feature needs to be (re)designed to satisfy requirements above. Current process/system is to slow/cumbersome.
=== Possible solutions ===
=== Possible solutions ===
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'''Delay problem.'''
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'''Delay problem'''
[[#Delay problem]] could be solved by eliminating the step of executing [[Incomplete PI Report]] every time user clicks ''Main Menu > Acc > Add New Purchase Invoices''.
[[#Delay problem]] could be solved by eliminating the step of executing [[Incomplete PI Report]] every time user clicks ''Main Menu > Acc > Add New Purchase Invoices''.
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In addition to this some mechanism is required to remind/notify Acc operators that there are X incomplete PIs in the system and require action. We suggest to use [[Dashboard]] approach for this.
In addition to this some mechanism is required to remind/notify Acc operators that there are X incomplete PIs in the system and require action. We suggest to use [[Dashboard]] approach for this.
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=== Part 1 ===
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'''Verification problem'''
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A1)
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* No longer have the [[Incomplete PI Report]] load every time you add a new purchase invoice.
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A2)
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* Create an '''Incomplete PI report dashboard''' to display on the home page
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* When the operator clicks on the number of incomplete PI's on this dashboard, then the [[Incomplete PI Report]] should open.
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B)
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* Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice.
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=== Part 2 ===
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* When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.
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'''Solution 1.''' Karen suggested to add additional tab to CT Editor from which PI could be entered.
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* The PInv tab should be available only for Acc users
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This is only for PI invoices that are mapped to only one CT. When adding a new PI from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.
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* Group shipments:
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'''Solution 2.'''I suggested that two browser windows could be open - one with "Enter PI screen". Another is used to enter CT through Quicklink. User could switch between 2 browser tabs. But it seems that this idea did not become popular. Also it probably still could qualify as "cumbersome".
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** When the CT record is part of a group shipment, it should give a pop up similar to the one http://mantis.jaguarfreight.com/wiki/Sales_Invoice [^] - GROUP GENERATE.
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** The operator should be able to select which CT records the PInv should apply to.
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== Systems Analysis ==
== Systems Analysis ==

Revision as of 02:54, 12 December 2010


Contents

Info

Mantis: 0002525: [PI re-design] ......... <proj>

Team:

  • MO: Karen
  • BA: Tracie
  • SA: Alex
  • Developer: Kostya?
  • QA: ?

Business Analysis

Requirements

Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:

Delay problem

Currently user adding new Invoices through Main Menu > Acc > Add New Purchase Invoices experiencing long delay. It is inconvenient.

Reminder requirement

We do understand that it happens mainly because currently system runs Incomplete PI Report every time user wants to see new PI web form. Please note that it was designed in such a way to remind/notify Acc operators that there are X incomplete PIs that require immediate attention. Therefore if step of running report is eliminated then another mechanism must be provided to satisfy this "reminder requirement".

Verification problem

The process of entering PI an verifying that this PI correctly being associated with required CT is cumbersome. CFO user feels necessary to look at P/L tab of given CT every time she enters PI against this CT. This to make sure that PI/amount is correctly appeared there. This is normally for PI with very large amounts entered against individual CTs.

So her steps are (example):

  • click Main Menu > Acc > Add New Purchase Invoices
  • enter PI#123 (5000 USD against CT#678), submit
  • open CT#678 through Quicklink
  • goto P/L tab; verify that PI#123 (5000 USD) appears there

New process and/or system feature needs to be (re)designed to satisfy requirements above. Current process/system is to slow/cumbersome.

Possible solutions

Delay problem

#Delay problem could be solved by eliminating the step of executing Incomplete PI Report every time user clicks Main Menu > Acc > Add New Purchase Invoices.

Of course we still need to be able to access this report. So link to this report could be added to Acc > Reports.

In addition to this some mechanism is required to remind/notify Acc operators that there are X incomplete PIs in the system and require action. We suggest to use Dashboard approach for this.

Verification problem

Solution 1. Karen suggested to add additional tab to CT Editor from which PI could be entered.

This is only for PI invoices that are mapped to only one CT. When adding a new PI from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.

Solution 2.I suggested that two browser windows could be open - one with "Enter PI screen". Another is used to enter CT through Quicklink. User could switch between 2 browser tabs. But it seems that this idea did not become popular. Also it probably still could qualify as "cumbersome".

Systems Analysis

Delay problem and Reminder requirement

Of course simplest solution (for user and her manager) would be is to optimize report in such a way so that it will appear instantly. I this case no business process re-design (and as a result re-training) is required. But it seems to me that it is unlikely to achieve on the technical level. Also still it would be a "two step process" which was required by previous MO but not current MO.

I agree with solutions suggested by BA. Use standard Dashboard design: display only number of incomplete PIs. User can click on this number to see report.

History

  • removed SA Notes section;
  • re-worked Requirements section

--Alex 17:07, 11 December 2010 (EST)

Retrieved from "https://wiki.jaguarfreight.com/0002525_PI_redesign"
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