0002525 PI redesign
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Mantis: 0002525: [PI re-design] ......... <proj>
Team:
- MO: Karen
- BA: Tracie
- SA: Alex
- Developer: Kostya?
- QA: ?
Business Analysis
Requirements
Acc MO/Jaguar CFO requested PI module redesign. It should address 2 unrelated problems:
Delay problem
Currently user adding new Invoices through Main Menu > Acc > Add New Purchase Invoices experiencing long delay. It is inconvenient.
Reminder requirement
We do understand that it happens mainly because currently system runs Incomplete PI Report every time user wants to see new PI web form. Please note that it was designed in such a way to remind/notify Acc operators that there are X incomplete PIs that require immediate attention. Therefore if step of running report is eliminated then another mechanism must be provided to satisfy this "reminder requirement".
Verification problem
The process of entering PI an verifying that this PI correctly being associated with required CT is cumbersome. CFO user feels necessary to look at P/L tab of given CT every time she enters PI against this CT. This to make sure that PI/amount is correctly appeared there. This is normally for PI with very large amounts entered against individual CTs.
So her steps are (example):
- click Main Menu > Acc > Add New Purchase Invoices
- enter PI#123 (5000 USD against CT#678), submit
- open CT#678 through Quicklink
- goto P/L tab; verify that PI#123 (5000 USD) appears there
New process and/or system feature needs to be (re)designed to satisfy requirements above. Current process/system is to slow/cumbersome.
Possible solutions
Delay problem
#Delay problem could be solved by eliminating the step of executing Incomplete PI Report every time user clicks Main Menu > Acc > Add New Purchase Invoices.
Of course we still need to be able to access this report. So link to this report could be added to Acc > Reports.
In addition to this some mechanism is required to remind/notify Acc operators that there are X incomplete PIs in the system and require action. We suggest to use Dashboard approach for this.
Verification problem
Solution 1. Karen suggested to add additional tab to CT Editor from which PI could be entered.
This is only for PI invoices that are mapped to only one CT. When adding a new PI 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.
Solution 2.I suggested that two browser windows could be open - one with "Enter PI screen". Another is used to enter CT through Quicklink. User could switch between 2 browser tabs. But it seems that this idea did not become popular. Also it probably still could qualify as "cumbersome".
RFP
No Proposal is required before coding unless solution suggested is complex and takes a long time to implement.
Systems Analysis
Delay problem and Reminder requirement
Of course simplest solution (for user and her manager) would be is to optimize report in such a way so that it will appear instantly. I this case no business process re-design (and as a result re-training) is required. But it seems to me that it is unlikely to achieve on the technical level. Also still it would be a "two step process" which was required by previous MO but not current MO.
I agree with solutions suggested by BA. Use standard Dashboard design: display only number of incomplete PIs. User can click on this number to see report.
History
- removed SA Notes section;
- re-worked Requirements section
--Alex 17:07, 11 December 2010 (EST)
