Inventory and Call Off
From UG
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(→SOW 4 Purchase Order upload) |
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* This feature provides upload PO information into the ASN Portal. | * 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: | + | * This comes via e-mail. New accounts for incoming email were created: |
| + | :* Production environment: upload@jaguarfreight.com | ||
| + | :* All Dev environments: po.upload@gmail.com | ||
| + | * To upload Inventory PO list user have to send email to the given email with following parameters: | ||
| + | :* Subject must contain key phrase "PO Upload" and name of PO Issued By Company, separated by colon ":" | ||
| + | ::* e.g ''"PO Upload: CEI Roanoke"'' | ||
| + | :* Excel file (Excel v 97-2003 xls only currently supported) should be attached to this email. | ||
| + | :* This XLS document must have following columns: | ||
| + | ::* 1. PO Number, alphanumeric | ||
| + | ::* 2. SKU, alphanumeric | ||
| + | ::* 3. Quantity, numeric value | ||
| + | ::* 4. Shipper Company Name in form: Company Name - City - Remark(if exists), separated by dash | ||
| + | <br> '''updated up to this, ignore all lines below''' | ||
| + | * ... It is suggested to use pre-formatted spreadsheet or csv spec that contains the fields: | ||
:* PO Issued By | :* PO Issued By | ||
:* Supplier | :* Supplier | ||
| Line 148: | Line 161: | ||
:* Packaging? | :* Packaging? | ||
:* Ship to? | :* Ship to? | ||
| - | |||
* Validations - ... | * Validations - ... | ||
* Once POs uploaded they should be displayed on Open POs tab | * Once POs uploaded they should be displayed on Open POs tab | ||
Revision as of 14:10, 21 May 2014
About
Mantis:
- Parent: 0004392
- Category: ASN: Inventory and Call Off
Business Info
Definitions
- Inventory - Supplier's information about items ready to ship.
- Per Marc, Inventory is a quantity of items related to a purchase order that are "manufactured" and "ready" at a supplier's warehouse.
- This is Portal-specific data
- 1 "Inventory Record" = unique PO / SKU combination
- Inventory can be "replenished". This means 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.
- Per Marc, Planner users can select a quantity from "Inventory" and ask the supplier to create an ASN for that "Quantity".
- 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 Role
mantis: 4457
- This is new type of CT2 user
- This user is linked to ASN Portal (one or more ?)
- It is allowed to work in Inventory with all or some "PO issued by" (managed in ASN Portal admin)
- Inventory Shipper functions are:
- create Inventory record from open PO
- confirm cargo ready (available) date (?) and enter other fields (pallets, packaging, gross weight, dims, ship to)
- replenish Inventory record (add more quantities at any point in time)
- proceed "Call Off":
- open "Call Off" record
- confirm Cargo Ready Date
- updates all fields required (need validations)
- create ASN from "Call Off"
- NOTE: Allow item QTY changes! (???)
- close Inventory record (moving to another tab)
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.
- This comes via e-mail. New accounts for incoming email were created:
- Production environment: upload@jaguarfreight.com
- All Dev environments: po.upload@gmail.com
- To upload Inventory PO list user have to send email to the given email with following parameters:
- Subject must contain key phrase "PO Upload" and name of PO Issued By Company, separated by colon ":"
- e.g "PO Upload: CEI Roanoke"
- Excel file (Excel v 97-2003 xls only currently supported) should be attached to this email.
- This XLS document must have following columns:
- 1. PO Number, alphanumeric
- 2. SKU, alphanumeric
- 3. Quantity, numeric value
- 4. Shipper Company Name in form: Company Name - City - Remark(if exists), separated by dash
updated up to this, ignore all lines below
- ... 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?
- Validations - ...
- Once POs uploaded they should be displayed on Open POs tab
- Visibility rules - ...
SOW 5 Supplier Due Date: indicate, filter, notify
mantis: 4460
- Supplier Due Date
- = when does this need to be ready at the supplier
- = date by which an INVENTORY record needs to be created.
- 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
- ...
SOW 6 Inventory tab
mantis: ???
- Inventory
- ...
- closed Inventory
- ...
SOW 7 Call Off tab
mantis: ???
- Call Off
- ...
SOW 8 Logging and show history
mantis: ???
- Logging
- ...
SOW 9 Flagging and Watchlist
mantis: ???
- Flagging
- Watchlist
- ...
