Inventory and Call Off

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=== SOW 1 Add Inventory Shipper User ===
=== SOW 1 Add Inventory Shipper User ===
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mantis: '''0004457'''
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'''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=4457 '''4457''']
* This is new type of CT2 user
* This is new type of CT2 user
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* ...
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=== SOW 2 Add "Call Off" rights as Planner's option ===
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'''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=??? '''???''']
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* This is new option for CT2 Generic Planner user
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* ...
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Revision as of 16:15, 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 Planner's option


mantis: ???

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



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