Inventory and Call Off

From UG

Revision as of 16:19, 17 February 2014 (edit) Andrei (Talk | contribs) (→SOWs) ← Older edit		Revision as of 16:31, 17 February 2014 (edit) (undo) Andrei (Talk | contribs) (→SOWs) Newer edit →
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	* This is new option for CT2 Generic Planner user		* This is new option for CT2 Generic Planner user
	* ...		* ...
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		+	<hr>
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		+	=== SOW 3 Inventory and Call Off panel ===
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		+	<hr>
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		+	'''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=4459 '''4459''']
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		+	* This is separate section of ASN2 to provide:
		+	:* List of open POs
		+	:* Inventory information on Supplier's level
		+	:* Call Off functionality on Planner's level
		+	:* ability to create ASN from "Call Off" record
	<hr>		<hr>

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Revision as of 16:31, 17 February 2014

Contents 1 About 2 Business Info 2.1 Definitions 2.2 Business Needs 3 Solution 3.1 Solution Summary 3.2 Admin 3.3 ASN 3.4 Reports 4 SOWs 4.1 SOW 1 Add Inventory Shipper User 4.2 SOW 2 Add "Call Off" rights as option of Planner User 4.3 SOW 3 Inventory and Call Off panel

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
• ...

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SOW 2 Add "Call Off" rights as option of Planner User

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mantis: 4458

• This is new option for CT2 Generic Planner user
• ...

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SOW 3 Inventory and Call Off panel

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mantis: 4459

• This is separate section of ASN2 to provide:

• List of open POs
• Inventory information on Supplier's level
• Call Off functionality on Planner's level
• ability to create ASN from "Call Off" record

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