Inventory and Call Off
From UG
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Revision as of 16:18, 17 February 2014
Contents |
About
Mantis:
- Parent: 0004392
- Category: ASN: Inventory and Call Off
Business Info
Definitions
- Inventory - Supplier's information about items ready to ship.
- 1 "inventory record" = unique PO / SKU combination
- Inventory can be "replenished" meaning the supplier can add more quantities at any point in time
- Call Off - Action of a Planner with "Call Off" rights to request/reserve some quantity of the PO from Inventory.
- Pending Call Off
- Inventory/Call Off users/rights
Business Needs
- The simple way of auto-update a list of open POs
- Notify/filtering a due date status of PO (e-mail, DB reports)
- Provide visibility of Supplier inventory levels
- Create "Call Off" based on Inventory record
- Log call off request in inventory
- Create ASN from "Call Off"
- Analytics in Flashlight
Solution
Solution Summary
System should provide the following steps/processes:
- Open POs - Purchase Order upload per "PO Issued by"
- Inventory - Creating Inventory record by Supplier
- Call Off - Requesting quantity of PO by Planner
- Notifications and reports
Admin
- Add Inventory Shipper Role
- Add "Call Off" rights as option of Planner User
ASN
- Open POs tab
- Fields
- Filters
- Controls
- Inventory tab
- Fields
- Supplier
- Pick up Location
- PO #
- Item code
- Description
- Price
- PO Issued By
- Packaging?
- Ship to?
- Filters
- Controls
- Call Off tab
- Fields
- Filters
- Controls
Reports
- Impending PO Dashboard report
SOWs
SOW 1 Add Inventory Shipper User
mantis: 4457
- This is new type of CT2 user
- ...
SOW 2 Add "Call Off" rights as option of Planner User
mantis: ???
- This is new option for CT2 Generic Planner user
- ...
