0002525 PI redesign

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[[Category:Projects]]
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[[Category:RFD]]
== Info ==
== Info ==
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Mantis: 0002525: [PI re-design] ......... <proj>
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Mantis: '''0002525''': [PI re-design] ......... <proj>
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Team:
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This is a [[Project]].
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* MO: Karen
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* BA: Tracie
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* SA: Alex
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* DM&LA: Kostya
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* Developer: Kostya?
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* QA: ?
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== Business Analysis ==
== Business Analysis ==
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=== Background and Requirements ===
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=== Business Needs ===
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Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:
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Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems: [[#Delay problem]] and [[#Verification problem]]. See below.
==== Delay problem ====
==== Delay problem ====
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Currently user adding new Invoices through ''Main Menu > Acc > Add New Purchase Invoices'' experiencing long delay. It is inconvenient.  
Currently user adding new Invoices through ''Main Menu > Acc > Add New Purchase Invoices'' experiencing long delay. It is inconvenient.  
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We do understand that it happens mainly because currently system runs [[Incomplete PI Report]] every time this choice is made.  
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===== Reminder requirement =====
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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 some 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 ====
==== 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 and verifying that this PI has been been indeed associated with required CT is cumbersome. CFO feels that it is necessary to look at P/L tab of given CT every time she completes entering PI against this CT. This is to make sure that PI/amount is correctly appeared there. She does this normally only for PIs with very large amounts entered against individual CTs.  
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Reasons:
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So her steps are the following (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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* click ''Main Menu > Acc > Add New Purchase Invoices''
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* so on ...
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=== Possible solutions ===
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Entering PI Business Process and/or system feature needs to be (re)designed to satisfy requirements above. Current process is too slow/cumbersome.
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'''Delay problem.'''
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=== RFP ===
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No [[Proposal]] is required before coding unless solution suggested is complex and takes a long time to implement.
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[[#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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== Systems Analysis ==
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Of course we still need to be able to access this report. So link to this report could be added to ''Acc > Reports''.
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=== SA for Delay problem and Reminder requirement ===
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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.
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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.
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=== Part 1 ===
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[[#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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A1)
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Of course we still need to be able to access this report. So link to this report could be added to ''Acc > Reports''.
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* No longer have the [[Incomplete PI Report]] load every time you add a new purchase invoice.
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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. I suggest to use [[Dashboard]] approach for this.
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A2)
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=== SA for Verification problem ===
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* Create an '''Incomplete PI report dashboard''' to display on the home page
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MO and BA suggested the following solutions:
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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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'''Solution 1.''' Karen suggested to add additional tab to CT Editor from which PI could be entered.
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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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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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=== Part 2 ===
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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 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 is not a good idea since it will make CT editor even slower. Instead we could provide "Add PI" link to "PI editor" from "P/L tab". This version of editor would have Back button directing back to P/L tab so that user can verify that invoice indeed appeared there.
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* The PInv tab should be available only for Acc users
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== Architect Review ==
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* Group shipments:
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'''Delay problem''' and '''Reminder requirement'''
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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 ==
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Report could be optimized to run 10 times faster. But still it should be eliminated from the Add PI workflow.
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I approve Dashboard solution.
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'''Delay problem.'''
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'''Verification problem'''
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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.
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Yes, adding new tab is a bad idea. I approve solution suggested by SA.
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== Implementation Summary ==
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''Author:TBD(Developer)''
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== QA Plan ==
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''Author:TBD(QA)''
== History ==
== History ==
* removed SA Notes section;
* removed SA Notes section;
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* re-worked Requirements section
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* major re-work --[[User:Alex|Alex]] 23:44, 11 December 2010 (EST)
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--[[User:Alex|Alex]] 17:07, 11 December 2010 (EST)
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Current revision as of 02:02, 12 January 2011


Contents

[edit] Info

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

This is a Project.

[edit] Business Analysis

[edit] Business Needs

Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems: #Delay problem and #Verification problem. See below.

[edit] Delay problem

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

[edit] 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 some 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".

[edit] Verification problem

The process of entering PI and verifying that this PI has been been indeed associated with required CT is cumbersome. CFO feels that it is necessary to look at P/L tab of given CT every time she completes entering PI against this CT. This is to make sure that PI/amount is correctly appeared there. She does this normally only for PIs with very large amounts entered against individual CTs.

So her steps are the following (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
  • click Main Menu > Acc > Add New Purchase Invoices
  • so on ...

Entering PI Business Process and/or system feature needs to be (re)designed to satisfy requirements above. Current process is too slow/cumbersome.

[edit] RFP

No Proposal is required before coding unless solution suggested is complex and takes a long time to implement.

[edit] Systems Analysis

[edit] SA for 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.

#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. I suggest to use Dashboard approach for this.

[edit] SA for Verification problem

MO and BA suggested the following solutions:

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".

Solution 1 is not a good idea since it will make CT editor even slower. Instead we could provide "Add PI" link to "PI editor" from "P/L tab". This version of editor would have Back button directing back to P/L tab so that user can verify that invoice indeed appeared there.

[edit] Architect Review

Delay problem and Reminder requirement

Report could be optimized to run 10 times faster. But still it should be eliminated from the Add PI workflow.

I approve Dashboard solution.

Verification problem

Yes, adding new tab is a bad idea. I approve solution suggested by SA.

[edit] Implementation Summary

Author:TBD(Developer)

[edit] QA Plan

Author:TBD(QA)

[edit] History

  • removed SA Notes section;
  • major re-work --Alex 23:44, 11 December 2010 (EST)
Retrieved from "https://wiki.jaguarfreight.com/0002525_PI_redesign"
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