Inventory and Call Off
From UG
(Difference between revisions)
(→SOW 4 Purchase Order upload) |
(→SOWs) |
||
Line 137: | Line 137: | ||
* The file should be proceeded via FTP. | * The file should be proceeded via FTP. | ||
* Validations - ... | * Validations - ... | ||
+ | |||
+ | |||
+ | <hr> | ||
+ | |||
+ | === SOW 5 Supplier Due Date: indicate, filter, notify === | ||
+ | |||
+ | <hr> | ||
+ | |||
+ | '''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=4460 '''4460'''] | ||
+ | |||
+ | * Add "Due date" group indicator as column in the table of Open POs: | ||
+ | :* Green. Due date is in XXX weeks | ||
+ | :* Yellow. Due date is in YYY weeks | ||
+ | :* Orange. Due date is in ZZZ days | ||
+ | :* Red. Due is "past due" | ||
+ | * Add ability to filter by group of due date | ||
+ | * Add ability to send "Due date" e-mail notifications | ||
+ | :* Green/Yellow "due date": no need to notify. | ||
+ | :* Orange "due date": ''"PO / Item is due in xx days and no inventory record was created. Please provide a status update urgently."'' | ||
+ | :* Red "due date". ''"PO / Item is due tomorrow and no inventory record was created. This order is late. Please update."'' | ||
+ | * Add "Due date" dashboard report | ||
+ | :* ... | ||
<hr> | <hr> |
Revision as of 17:48, 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.
- This is Portal-specific data
- 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 Shipper
- Call Off Planner
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
- Ability to enable/disable "Inventory and Call Off" feature in Portal
- Per Portal, manage a table of allowed Inventory Shippers by "PO issued by"
ASN
- Open POs tab
- Fields
- Filters
- Controls
- Functions
- Inventory tab
- Fields
- Supplier
- Pick up Location
- PO #
- Item code
- Description
- Price
- PO Issued By
- Packaging?
- Ship to?
- Filters
- Controls
- Functions
- Call Off tab
- Fields
- Filters
- Controls
- Functions
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: 4458
- This is new option for CT2 Generic Planner user
- ...
SOW 3 Inventory and Call Off panel
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
- Inventory panel should be managed to enable from ASN Portal admin by "PO issued by".
- If enabled, the Inventory Shippers need to be selected to create inventories (No selection -> All shippers can create inventories).
SOW 4 Purchase Order upload
mantis: 4437
- This feature provides upload PO information into the ASN Portal.
- It is suggested to use pre-formatted spreadsheet or csv spec that contains the fields:
- PO Issued By
- Supplier
- Pick up Location
- PO #
- Item code
- QTY
- Description
- Unit Price
- Supplier Due Date
- Packaging?
- Ship to?
- The file should be proceeded via FTP.
- Validations - ...
SOW 5 Supplier Due Date: indicate, filter, notify
mantis: 4460
- Add "Due date" group indicator as column in the table of Open POs:
- Green. Due date is in XXX weeks
- Yellow. Due date is in YYY weeks
- Orange. Due date is in ZZZ days
- Red. Due is "past due"
- Add ability to filter by group of due date
- Add ability to send "Due date" e-mail notifications
- Green/Yellow "due date": no need to notify.
- Orange "due date": "PO / Item is due in xx days and no inventory record was created. Please provide a status update urgently."
- Red "due date". "PO / Item is due tomorrow and no inventory record was created. This order is late. Please update."
- Add "Due date" dashboard report
- ...