0002525 PI redesign

From UG

Contents 1 Info 2 Requirements 2.1 Background 2.2 Detailed requirements 2.3 Part 1 2.4 Part 2 3 SA Notes 4 History

Info

• mantis: 0002525: [PI re-design] ......... <proj>

Requirements

Background

Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:

• a) currently user adding new Invoices through Main Menu > Acc > Add New Purchase Invoices experiencing long delay. It is inconvenient. We do understand that it is mainly because currently system runs Incomplete PI Report every time this choice is made.

Detailed requirements

Part 1

A1)

• No longer have the Incomplete PI Report load every time you add a new purchase invoice.

A2)

• Create an Incomplete PI report dashboard to display on the home page
• When the operator clicks on the number of incomplete PI's on this dashboard, then the Incomplete PI Report should open.

B)

• Create a Tab in each CT record to add new Purchase invoice (see example attachment). Please note this should be in addition to the current location of add new purchase invoice.

Part 2

• When adding a new purchase invoice from the CT record, the CT number should automatically fill in and should not be editable. This will make sure that only PI's belonging to that CT record can be entered there.

• The PInv tab should be available only for Acc users

• Group shipments:
  • When the CT record is part of a group shipment, it should give a pop up similar to the one http://mantis.jaguarfreight.com/wiki/Sales_Invoice [^] - GROUP GENERATE.
  • The operator should be able to select which CT records the PInv should apply to.

SA Notes

Completed Purchase Invoice Tab in wiki - Purchase_Invoice_Tab

History

• removed SA Notes section;
• re-worked Requirements section

--Alex 17:07, 11 December 2010 (EST)