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  1. CFA MX
  2. CFAMX-274

Prevent Monthly Inventory Count if Prior Monthly Count is Incomplete - INF-10052

    Details

    • Type: Feature Request
    • Status: Done (View Workflow)
    • Priority: Major
    • Resolution: Completed
    • Affects Version/s: None
    • Fix Version/s: CFA 2019R1
    • Component/s: Counting
    • Labels:
      None

      Description

      We want to prevent the ability to perform a monthly inventory count if the prior month's count has not been completed. In MMS, monthly counts were only performed after a business period was selected from a drop down. We think adding this into MxC as well as a restriction that does not allow you to complete an April count before you've done your March count will be beneficial.

      The reason we'd like to implement this is this past EOM, a store that was seasonally closed from April through March forgot to enter their $0.00 monthly count and mark month end. They were then able to complete their April monthly count, but could not mark April month end because they hadn't marked March month end. They then could not move March forward because not March Monthly count existed. We think this could be resolved in the future by requiring counts to be completed sequentially.

      FRD: CFA FRD - Prevent Monthly Inventory Count if Prior Monthly Count is Incomplete.docx.pdf

      Stories:

      1. Update Menu
      2. Update Count Screen to display Period
      3. Update Count History to display Period

       

      Question/Answers - 9/7/18

      1.  Should the search allow for search by period on the count history page?

      Ans: No.

      Note: When a monthly count has already been performed, this is what they currently see:

        Attachments

          Issue Links

          is implemented by

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-291 Update Monthly Count Screen to display count period (month name and year)

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-292 Update Count History for Monthly Counts to display period information

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-293 Update logic when creating new monthly counts

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-742 Update Review Count Screen to display count period (month name and year)

          • Closed
          is related to

          Sprint Defect - CFAMX-674 Inventory Count Could Not be submitted

          • Major - Major loss of function.
          • Done
          relates to

          Sprint Defect - CFAMX-741 It is possible to create two counts for the same month

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1615 TESTING - Monthly Period - Message for Monthly Period Notification prevents the user from selecting Actions>Apply

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1616 CLONE - 2019R1 - Monthly Period - Message for Monthly Period Notification prevents the user from selecting Actions>Apply

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1617 Monthly Periods - Store without previous counts does not follow logic before the 15th

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1618 CLONE - 2019R1 - TESTING - Monthly Periods - Store without previous counts does not follow logic before the 15th

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1619 TESTING - Month Period - UI display Count - Invalid Date for Monthly Count

          • Major - Major loss of function.
          • Done

          Testing Defect - CFAMX-1620 CLONE - 2019R1 - Month Period - UI display Count - Invalid Date for Monthly Count

          • Major - Major loss of function.
          • Done

            Activity

              People

              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
                0 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

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