Inventory and Call Off
From UG
Contents |
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
- Ability to enable/disable "Inventory and Call Off" feature in Portal
- Per Portal, manage a table of allowed Inventory Shippers by "PO issued by"
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 option of Planner User
mantis: 4458
- This is new option for CT2 Generic Planner user
- ...
SOW 3 Inventory and Call Off panel
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
- Inventory panel should be managed to enable from ASN Portal admin by "PO issued by".
- If enabled, the Inventory Shippers need to be selected to create inventories (No selection -> All shippers can create inventories).
SOW 4 Purchase Order upload
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 - ...
