Inventory and Call Off
From UG
About
Mantis:
- Parent: 0004392
- Category: ASN: Inventory and Call Off
Business Info
Definitions
- Inventory - Supplier's information about items ready to ship.
- Per Marc, Inventory is a quantity of items related to a purchase order that are "manufactured" and "ready" at a supplier's warehouse.
- This is Portal-specific data
- 1 "Inventory Record" = unique PO / SKU combination
- Inventory can be "replenished". This means 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.
- Per Marc, Planner users can select a quantity from "Inventory" and ask the supplier to create an ASN for that "Quantity".
- Pending Call Off
- Inventory Shipper
- Call Off Planner
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
- Functions
- Inventory tab
- Fields
- Supplier
- Pick up Location
- PO #
- Item code
- Description
- Price
- PO Issued By
- Packaging?
- Ship to?
- Filters
- Controls
- Functions
- Call Off tab
- Fields
- Filters
- Controls
- Functions
Reports
- Impending PO Dashboard report
SOWs
SOW 1 Add Inventory Shipper Role
mantis: 4457
- This is new type of CT2 user
- This user is linked to ASN Portal (one or more ?)
- It is allowed to work in Inventory with all or some "PO issued by" (managed in ASN Portal admin)
- Inventory Shipper functions are:
- create Inventory record from open PO
- confirm cargo ready (available) date (?) and enter other fields (pallets, packaging, gross weight, dims, ship to)
- replenish Inventory record (add more quantities at any point in time)
- proceed "Call Off":
- open "Call Off" record
- confirm Cargo Ready Date
- updates all fields required (need validations)
- create ASN from "Call Off"
- NOTE: Allow item QTY changes! (???)
- close Inventory record (moving to another tab)
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: 4437
- This feature provides upload PO information into the ASN Portal.
- Information comes via e-mail. New accounts for incoming email were created:
- Production environment: upload@jaguarfreight.com
- All Dev environments: po.upload@gmail.com
- To upload Inventory PO list user have to send email to the given email with following parameters:
- Subject must contain key phrase "PO Upload" and name of PO Issued By Company, separated by colon ":"
- e.g "PO Upload: CEI Roanoke"
- Excel file (Excel v 97-2003 xls only currently supported) should be attached to this email.
- The following columns in this XLS document should be handled (others should be missed):
| Name (mapping link) | XLS Column | XLS Name | Note/Example |
|---|---|---|---|
| PO Number | A | Order No | alphanumeric |
| PO Line | B | Line No | |
| Release # | C | Release No | Alphanumeric. Makes unique pair with PO Number. Multiple PO Numbers are allowed with different Release Number. |
| D | E | Supplier Name | Code |
| SKU | J | Part No | Alphanumeric |
| SKU QTY | M | Quantity | Numeric |
- Quantity (Numeric)
- CT2 mapping:
- Item Description
- CT2 mapping:
- Supplier (Shipper Address format: Company-City[-Remark])
- CT2 mapping:
- Ship to (Address format: Company-City[-Remark])
- CT2 mapping:
- Origin Due Date
- CT2 mapping:
- Destination Due Date
- CT2 mapping:
- Mode of Transport (ASN Portal Transport Mode in format: mode[-submode])
- CT2 mapping:
- Piece Price (Currency format)
- CT2 mapping:
- Total Value (Currency format)
- CT2 mapping:
- System is handling receiving emails every 3 minutes. After successful uploading file, system will reply to the sender with report email. In case of any error, the system will also reply to sender the information of error cause. This reply will be sent also to the Jaguarfreight users that are in the BCC list of Client Application notifications.
- Once POs uploaded they should be displayed on Open POs tab
- Visibility rules - ...
updated up to this, ignore all lines below
- ... 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?
- Validations - ...
SOW 5 Supplier Due Date: indicate, filter, notify
mantis: 4460
- Supplier Due Date
- = when does this need to be ready at the supplier
- = date by which an INVENTORY record needs to be created.
- Add "Due date" group indicator as column in the table of Open POs:
- Green. Due date is in XXX weeks
- Yellow. Due date is in YYY weeks
- Orange. Due date is in ZZZ days
- Red. Due is "past due"
- Add ability to filter by group of due date
- Add ability to send "Due date" e-mail notifications
- Green/Yellow "due date": no need to notify.
- Orange "due date": "PO / Item is due in xx days and no inventory record was created. Please provide a status update urgently."
- Red "due date". "PO / Item is due tomorrow and no inventory record was created. This order is late. Please update."
- Add "Due date" dashboard report
- ...
SOW 6 Inventory tab
mantis: ???
- Inventory
- ...
- closed Inventory
- ...
SOW 7 Call Off tab
mantis: ???
- Call Off
- ...
SOW 8 Logging and show history
mantis: ???
- Logging
- ...
SOW 9 Flagging and Watchlist
mantis: ???
- Flagging
- Watchlist
- ...
