POEM: SOWs
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Info
Parent Mantis: http://ct.jaguarfreight.com/mantis/view.php?id=3574
Project Stakeholders & Roles
- Simon Kaye - CEO - Project Sponsor
- Marc Selter - VP - Product Manager
- Alex Dobrovolsky - Director of Technology - Solutions Architect
- Denise Guastella - CT2 Support Manager
- Kostiantyn Ushakov - CEO/CTO Elcosol
- Perry Lee - CT2 Project Manager
- <TBD> - Elizabeth Arden Engagement/Relationship Manager
- <TBD> - Elizabeth Arden Technical Project Manager
Change Requests
| ID | Date Registered | Change Requester | Scope Description | Impacted Module |
| 1 | 06/08/12 | Simon | Move "pending" PO status from Closed tab to Open Tab in PO List | PO List |
| 2 | 06/08/12 | Simon | Move Open QTY Field, one spot to the right. So order should be (from left to right) - SKU, Item Description, Total QTY, Shipped QTY, Open QTY | PO Editor - Contents Tab |
| 3 | 06/08/12 | Simon | SKU Editor - do not allow users the ability to ADD NEW SKU as this will not be used by end-users. Create a new IMPORT capability for SKUs. | SKU Editor |
| 4 | 06/08/12 | Simon/Marc | Download to Excel should basically be "dump" of the data in PO List grid. The users will filter the grid and when they click download to excel, it should just copy the data in the grid into an XLS file. | Reporting |
| 5 | 06/08/12 | Simon/Marc | "Cargo Due" field should not be editable in PO Editor | PO Editor - All Tabs |
| 6 | 06/12/12 | Simon/Marc | Remove "cancel" button from PO List screen. As this would essential serve no purpose since this is the first screen. | PO List |
| 7 | 06/12/12 | Marc | Remove "Regulatory ID" from PO as this is not a real ID. It is just a placeholder for various IDs | PO Editor & Objects |
| 8 | 06/12/12 | Marc | Added HAZ data delements into SKU Management | SKU Editor |
| 9 | 06/14/12 | Perry | For HAZ SKUs, the description for both Ocean & Air should be different | SKU Editor |
Issues Log
| ID | Date Registered | Module | Issue Description | Assigned to | Status | Date Resolved |
| 1 | 06/15/12 | PO Editor | PO Editor - SKU tab. "std SKU" field should actually read "std QTY" | Misha | Open | |
SOWs
SOW 1
We will need to present a prototype of Purchase Order Event Management to Elizabeth Arden. A very simple prototype that addresses main use case(s) should suffice. Note that ERP integration and entitlement management will be out of scope for SOW1. Develop a prototype for a single shipper and single EA company. The goal of this prototype is just to demonstrate core functionality of this module. Even if we have to create a static prototype (ie.. document images, fake workflow) we'll go ahead & do it to deliver a proposal.
High Level Deliverables for SOW1
- POEM Management Interface (view/edit/fulfill purchase orders)
- SKU Management Interfaces (view/edit/import SKU/Items)
- Document Center (Upload shipping documents, generate shipping/regulatory documents)
- Auto-populate ASNs (Domestic & International)
- Automated Notifications
- Logging of all PO updates
Use Cases
Refer to GREEN use cases in POEM Specification: http://ct.jaguarfreight.com/wiki/POEM#Business_Requirements
| Category | Use Case |
| Review/Update Purchase Orders | Review/Update Purchase Orders |
| Update Purchase Order Dates | |
| Send System Generated Notification(s) | |
| Fulfill Purchase Orders | Fulfill FULL Purchase Orders |
| Fulfill Partial Purchase Orders | |
| Update Purchase Orders | |
| Expire Purcahse Orders | |
| Create ASNs | |
| Send System Generated Notification(s) | |
| Communication Center | Send System Generated Notification(s) |
| Shipping Documents | Generate Shipping Document(s) |
| Generate Shipping Labels | |
| Generate Pro-Forma Regulatory Documents | |
| Generate Packing Lists | |
| Preview Documents | |
| Save Documents | |
| Print Documents | |
| Reporting | Download to Excel |
| SKU Management | Add/update/archive SKUs |
| Update Packaging Data | |
Purchase Order List Mockups
Mantis 3612: http://ct.jaguarfreight.com/mantis/view.php?id=3612
Mantis 3613: http://ct.jaguarfreight.com/mantis/view.php?id=3613
Mantis 3616: http://ct.jaguarfreight.com/mantis/view.php?id=3616
Purchase Order Editor Mockups
Mantis 3614: http://ct.jaguarfreight.com/mantis/view.php?id=3614
ASN Submission (from POEM)
SKU Editor Mockups
Mantis 3615: http://ct.jaguarfreight.com/mantis/view.php?id=3615
Download to Excel
Download to Excel feature should behave somewhat like just a data dump. If the tab is filtered, then it should download all filtered results. If not filtered, then it should download all data for that tab.
Document Center Mockups
Mantis 3618: http://ct.jaguarfreight.com/mantis/view.php?id=3618
Document Center PDF Preview
Document Center Upload Feature
Document Center Pro Forma Invoice
Doccument Center Group Pop-up
Note that the Group-Pop up can be re-used to generate Pro Forma Invoices, ISF Documents, Packing Lists, and Packing Labels.
