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  1. CFA MX
  2. CFAMX-8163

Create Ability to Edit the Safety Stock During Ordering

    Details

    • Type: Feature Request
    • Status: Closed (View Workflow)
    • Priority: Major
    • Resolution: Completed
    • Affects Version/s: None
    • Fix Version/s: CFA 2020R3
    • Component/s: Ordering
    • Labels:
    • HLE (1 man day = 8 hrs):
      15
    • INF Reference Number:
      INF-12192

      Description

      Story

      When I am in the process of creating and editing an order, I would like to be able to update my Safety Stock directly from the order draft screen. This will save me the time of navigating away from the order draft to update the safety stock for suggested items.

      Configuration

      A new configuration/permission should be created to enable and disable this functionality.

      • Mobile > Ordering > Create Order - Can Update Safety Stock
        • By default this configuration should be off
      Note

      Assumptions, Constraints and Exclusions

      • The Safety Stock button in ordering is currently disabled for Multi Order Items (MOIs, ie: Biscuit Mix). Seeing that these items get rolled into a wrapper and do not get updated one by ones as the order items.

      Safety Stock User Edit Details

      • Edit safety stock number
      • Select or deselect system-generated flag.
        • If deselected, immediately update DB safety stock number entry and flag value.
      • Update safety stock unit
      • Recalculate suggested amount based on new safety stock details
      • Confirm updated details in Inventory Maintenance page

      Existing Order Draft Screen

      Existing Safety Stock Options

      Approach Options

      1. Add a side-bar menu direct link button similar to the "Correct On-Hand" button. When clicked this button should present the user with a modal that includes all the editable attributes of the Safety Stock feature.



      Note: Option 1, new button Update Safety Stock, in RH panel is the approach that we are taking at this time.

      2. Create an in-line link on the safety stock number in the order line item. Clicking this link should present the user with a modal that includes all the editable attributes of the Safety Stock feature.

      • This option should mean creating a similar link for the On-Hand value in the line item to make the experience consistent. We would also want to remove the Correct On-Hand direct link from the sidebar menu.



      3. Add On-Hand and Safety Stock items and clickable links to the values of these items in the Item Details side-bar menu. Remove Correct On-Hand direct link from the sidebar menu.

        Attachments

        1. CorrectOnHandButton.png
          CorrectOnHandButton.png
          103 kB
        2. ExistingOrderDraftScreen.png
          ExistingOrderDraftScreen.png
          144 kB
        3. InLineLink.png
          InLineLink.png
          24 kB
        4. ItemDetails.png
          ItemDetails.png
          102 kB
        5. SafetyStock.png
          SafetyStock.png
          13 kB

          Issue Links

            Activity

              People

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

                Dates

                • Created:
                  Updated:
                  Resolved:

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