EOM > Mark Month End > Stock Count ,Daily Sales Finalize Day Check with Status - UI

Notes

• The Inventory section will perform a check to ensure the monthly inventory count has been applied in InFORM. The section will display a certain status based on the return of the check. The user will have the ability to select a count (or link) where they can apply the unapplied count. The page will need to reload and change the status of the inventory count section.
• The check will display a green status if all counts are applied.
• The check will display a red status if any counts are open.
• The inventory section will not display a yellow status.
• The section should provide a link to any counts in an open status.
• There should be an easy way to initiate a monthly count, if needed, from within the section
• A Help icon will be needed for this section

Acceptance Criteria:

1. Confirm a section exist on the Mark End of Month page for Inventory Counts
2. Confirm the inventory count section has the ability to display status for the monthly inventory count
3. Confirm the inventory count passing status is displayed on the page if the monthly count is applied
4. Confirm the inventory count failure status is displayed on the page if the monthly count is not started
5. Confirm the inventory count failure status is displayed on the page if the monthly count is in progress
6. Confirm the user has a way to navigate to the monthly count if action is needed.
7. Confirm that the page is available in the Help Articles

Story
As a store manager, I want the ability to see a status for all business days for a business period to ensure they have been finalized. I would like the ability to perform an action on the oldest unfinalized business day if needed.

Details
Daily Sales Status Grid
Daily Sales Finalize Day Link/Action
Link to MMS Finalized Day Workflow
The Daily Sales section will perform a check to ensure all days in the business period have been finalized in InFORM. The section will display a status based on the return of the check.
The check will display a green status if all business days have been finalized.
The check will display a red status if there are business days that have not yet been finalized.
The daily sales section will not display a yellow status.
The section should provide a link to the earliest unfinalized day (the oldest day).
Once the user finalizes the day, the section should refresh the check.
Logic will need to be implemented when the cash workflow is available in MxConnect.
Depending on the timing of the implementation of this work, it may be necessary to link from MxCOnnect to MMS, providing a smooth transition for a user to complete a workflow.
A Help icon will be needed for this section

Acceptance Criteria:
Confirm the Mark Month End page contains a section for Daily Sales.
Confirm upon page load, a check will run to ensure all days for the business period have been finalized in InFORM.
Confirm the daily sales check will display a pass status if the day is finalized.
Confirm the daily sales check will display a red status for any business day is not finalized.
Confirm the daily sales section should provide a link to the oldest (workflow) unfinalized day in MMS.
Confirm the daily sales section will refresh upon page load.
Confirm the daily sales section will display the next oldest unfinalized day (in the workflow) after the oldest day has been finalized.
Confirm if the day is unfinalized, the daily sales section changes the status from green to red.

Notes: Currently the Help Article is only at the PAGE level not per section. Also, the user will be returned to the Dashboard page as an operator in general but in JAT the Spash page is causing a redirect to the weekly return as when an operator is used.