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  1. CFA MX
  2. CFAMX-4450

SO - Item Activity - Provide view of Item Activity to track inventory movement (on-hand) by transaction type

    Details

    • HLE (1 man day = 8 hrs):
      20
    • INF Reference Number:
      INF-11899

      Description

      A way to track inventory movement. A way to look at transaction movement. A view into transfers, sales, receiving, etc. Thinking of a date range instead of count to count. This would be by item.

      This would be a tool they can use to troubleshoot on hand issues for an item. This would include anything that can affect on hand for an item.

      • Inventory Item Selector
      • Date Range Selector
      • Sales would be summed
      HLE Notes

      New Page (Under Inv & Order Setup)

      • Select Item
      • Select Start Date
      • Select End Date
      • Max range is 45 days
        Use values from DSB
      • Start Date = DSB value for close of previous date
      • End Date = DSB value for the date selected, or a current perpetual inventory if today is selected
        Show some sort of ledger of inventory movements
      • Show transactions in date order, start with oldest thru to newest
        Beginning Inventory (Date time, Qty)
        + Orders Received (Order #, Date time, Qty)
        Impact of Correct Receive (can this be displayed?)
        Impact of Change Apply Date (Can this be displayed?)
        + Transfer In (Transfer #, Date time, Qty)
      • Transfer Out (Transfer #, Date time, Qty)
      • Waste (Date time, Qty, Source)
      • Sample (Date time, Qty, Source)
      • Giveaway (Date time, Qty, Source)
      • Daily Sales (by day)
        Ending Inventory (Date time, Qty)

        Sounds similar to IAR
        Display data on page
        Support csv download of data

      Stories

      1. New page (Item Activity) with permissions, item selector and date selectors
      2. Item selector
      3. Display starting inventory (from DSB) and ending inventory (maybe from DSB, or perpetual/UPT)
      4. Display Receivings (Normal, Correct Receive, Change Apply Date)
      5. Display Transfers (In & Out)
      6. Display Adjustments (Waste, Samples, Giveaways, Food Donations, from InFORM and POS)
      7. Display Daily Sales
      8. Display Inventory Counts
      9. Add support for csv download of data displayed on page

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

                Dates

                • Created:
                  Updated:
                  Resolved:

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