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  1. CFA MX
  2. CFAMX-1077

Sales Item Event - Create - Selecting Sales Items

    Details

    • Sprint:
      CFAMX 2019R1 Sprint 5, CFAMX 2019R1 Sprint 6
    • Story Points:
      8
    • SOW (Time Tracking) Project:
      44728

      Description

      As a Store Manager I want to be able to add Sales Items to the Sales Item Event that I am creating so that I can define the event

      Notes:

      • Sales Item Events will be entered in 3 steps:
        1. Select: date, name and type (sales item event)
        2. Select the intervals/time periods
        3. Select the Sales Items and enter the adjustments
      • This story is to capture the changes required to step 3, the selection and adjustment of Sales Items
      • Mockup

      Acceptance Criteria

      1. Change the Day Part(s) field to be the Time Period(s) field - label change
      2. The data in the field should reflect the intervals selected
        • Time range mentioning the first and last selected intervals.
      3. There will be a + button, the will navigate to the interval selection wizard in order to change the selected time periods
        1. the user will use the Back button to return to the previous step in the wizard and discard any changes to the selected intervals;
          1. If the page is dirty show the navigating away popup
        2. the user will use the 'Select Sales Items' button to use the currently selected intervals and return to the previous step in the wizard
        3. if the event is being edited, the selected intervals will be expanded to make it easier for the user to identify what is already selected.
      4. Actions
        1. Event Date - It should be possible to change the date at this point
        2. Event Name - It should be possible to change the name of the event at this point
        3. Event Type - This should be locked down, and not available for change
        4. Time Period(s) - Displays the time periods selected for the event
        5. Sales Item(s)
          • + Add new item(s) - functions as it does today
          • Grid:
          • Description (Code) - as it is today
          • System Forecast - change to be the Raw forecast, not the System Forecast
          • Change the label, and the data displayed in the field
          • Adjustment (%) - Change to support both a quantity and a percentage (as with Manager adjustments of Sales Item forecasts)
          • % - Increase the forecast of each of the periods that have a forecast, by the percentage entered
          • Only allow the entry of positive values (Sales Item Events can only be positive)
          • Sales items that have a zero raw forecast - the field is disabled if the adjustment type is % and there is zero forecast for the item
          • # - The user enters the new total quantity for the item
          • For example: increase 616 by 200, the user enter 816
          • Only allow the entry of positive values (Sales Item Events can only be positive)
          • Put in validation to prevent the entry of a quantity that is less than the Raw Forecast
      5. Save Event - Should save the Sales Item Event
        • Note: the mock up shows Actions > Save & Delete, this was copied from the Manual Adjustments page, which currently appears to be wrong! It should only be Save Event on Create, Actions comes in to play when editing.
        • Saving:
        • There are two types of Sales Item Event
          • Percentage - Save the percentage increase into each forecast interval selected
          • Quantity - Divide the quantity increase by the number of forecast intervals selected and save the results evenly within each period (save to 4 decimal places)
        • If the event is a Percentage adjustment and there are Sales Items with a zero value for the Raw Forecast, display a message that these should re removed.
      6. Confirm that Percentage based Sales Item Forecasts are saved correctly
      7. Confirm that Quantity based Sales Item Forecasts are saved correctly

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              People

              • Assignee:
                staten.putnal Staten Putnal (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
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                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 32h Original Estimate - 32h
                  32h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 89.5h
                  89.5h

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