Story

As a user, I would like the on hand value recalculated when I apply a count.

Details

The goal of all of this is to help the user account for inventory activity while a count is in the draft state.

Phase one of this work is complete. We save the on hand as the user is updating line items in counts. (CFAMX-21273)

With this story, we want to use that saved value to recalculate the on hand when the user applies the count. This will help maintain a more accurate on hand value as a count sits in the Draft state.

New Config

• Operations > Setup > Configuration Manager > Mobile > "Recalculate On Hand on Count Apply"
• "?" Test - "System on hand will be recalculated based on inventory changes while the count is in the draft state."

Recalculating On Hand

Here's how this should work:

• The user starts a count and counts an item
• The On Hand is saved at the time the item is counted
• The count is in a draft state for "X" amount of time.
• The user applies the count.
• At this moment, the on hand for the counted item recalculated based on the formula below:
  • Calculated On Hand = On Hand Delta* + User Count

On Hand Delta

The On hand Delta is the difference between the on hand that is saved when the user updates a line item in a count and the system on hand when the count is applied.

This number can be positive or negative. For example

• Example 1
  • System on hand when an item is counted = 10
  • System on hand when count applied = 15
  • The on hand delta in this case is +5

• Example 2
  • System on hand when an item is counted = 10
  • System on hand when count applied = -5
  • The on hand delta for this case is -15

• Example 2
  • System on hand when an item is counted = -5
  • System on hand when count applied = 5
  • The on hand delta for this case is +10

Save the Delta for Testing

Helpful Spreadsheet

I have created a spreadsheet to help with development and testing of this functionality. Please find it at the link below.

CalculatedOnHand_Updated.xlsx

AC

1. We have to confirm that system on hand is recalculated correctly based on the activity of the item while the count is in the draft state.
   1. Please confirm by receiving an order while the count is in the draft state
   2. Please confirm by transferring items in while the count is in the draft state
   3. Please confirm by transferring items out while the count is in the draft state.
   4. Please confirm when the on hand delta is negative.
   5. Please confirm when the on hand delta is positive.
   6. Please confirm when the saved on hand when a count item is counted is negative
   7. Please confirm when the saved on hand when an item is counted is positive
2. Items that were not counted by the user are not recalculated. This means the user:
   1. Did not count an item. The count value is blank
   2. Counted the item at some point while the count was in the draft state but removed the value completely.
      1. A count of "Zero" is a valid count that should be recalculated.
3. The config listed above enables and disables the functionality defined in this story.