Inventory and Call Off

From UG

Revision as of 16:41, 17 February 2014 (edit) Andrei (Talk | contribs) (→Definitions) ← Older edit		Revision as of 16:53, 17 February 2014 (edit) (undo) Andrei (Talk | contribs) (→SOWs) Newer edit →
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	:* Call Off functionality on Planner's level		:* Call Off functionality on Planner's level
	:* ability to create ASN from "Call Off" record		:* ability to create ASN from "Call Off" record
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		+	<hr>
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		+	=== SOW 4 Purchase Order upload ===
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		+	<hr>
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		+	'''mantis''': [http://mantis.jaguarfreight.com/mantis/view.php?id=4460 '''4460''']
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		+	* 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 - ...
	<hr>		<hr>

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Revision as of 16:53, 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 4.4 SOW 4 Purchase Order upload

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/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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SOW 4 Purchase Order upload

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mantis: 4460

• 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 - ...

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