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  1. CFA MX
  2. CFAMX-4471

SO - delivery schedule entered in InFORM and defaulted to order

    Details

    • INF Reference Number:
      INF-11766

      Description

      User would like the ability to setup the delivery schedule in InFORM and have that default to the purchase order to prevent some date errors.  For example,

      Order Date Delivery Date Cover Until Date
      Thursday Monday 2:00 AM Tuesday 2:00 AM
      Friday Tuesday 2:00 AM Wednesday 2:00 AM
      Saturday Wednesday 2:00 AM Thursday 2:00 AM
      Monday Thursday 2:00 AM Friday 2:00 AM

      Details

      Prepopulate orders, specific to distributors.

      Will is thinking of logic close to the suggested order logic. We would prepopulate an order template and the user would create a new order from it.

      HLE notes
      • Add new page under User > Settings > Store Settings > Distributor Schedule
      • Display associated distributors
      • Allow user to select Order Day, Delivery Day Time and Cover Until Day Time
      • - Allow multiple orders for the same day
      • Allow user to update schedule
      • Allow user to delete schedule
      • This will NOT leverage the Suggested Orders tab, and associated functionality
      • When clicking on Create New Order - Load the Add Order modal
      • - Select Delivery and Cover Until dates using those in the config
      • - Perform all of the existing checks with this modal

      Our suggestion is to continue using the normal order creation flow, and when a user Creates an order, for a particular vendor, default the Delivery Date Time and Cover Until Date Time, from the store settings.

      • This is rather than using the Suggested Orders tab.
      • Doing it this way, does reduce change management, as we keep only one way of creating an order
        Here is what I am thinking:
      • The user creates an order schedule for MBM
        Order Day Delivery Day Cover Until Day
        Tuesday Thursday 08:00 Saturday 08:00
        Thursday Saturday 08:00 Tuesday 06:00
        Friday Tuesday 06:00 Thursday 08:00
      • Using the idea above, leverage the existing Add Order Modal
      • Placing an Order on Tuesday 6/11, click on + Add Order
      • Select MBM as Distributor
      • Delivery Date and Cover Until are populated from the schedule
      • Placing an Order on Wednesday 6/12, click on + Add Order
      • Select MBM as Distributor
      • Note: this is not a typical order day, per the order schedule
      • Delivery Date and Cover Until are blank when the modal loads
      • Once the user selects the Delivery Date, the Delivery Time and Cover Until Date Time are populated from the schedule

      Stories

      1. Add new Settings Page
      2. Support Edits on Settings Page
      3. Update Add Order modal to pull dates for today
      4. Update Add Order modal to change dates based on the delivery date selected
      5. Warn user if order has already been placed for today

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

                Dates

                • Created:
                  Updated:
                  Resolved:

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