Limit Displayed Inventory Items to those with a Vendor Item Assignment on their Order Guide

Request From CFA Jira (INF-12186)

Different stores order/sell different items, so we believe this will cut down any confusion and create a better item maintenance experience. We'd like InFORM to read the Order Guide Engine or the Maintain Order Guide screen for each store and only display inventory items if the vendor item is on the order guide. In the event of an end-dated assignment (seasonal items, for example), we'd like the inventory item to remain on the Item Maintenance page for 90 days after the ended rule for the vendor item so any leftover product can be inventoried if necessary.

Details

• When a rule is created to "Exclude" an item on a certain date, that item should be removed from the store level item maintenance list 90 days after the exclude date.
• When a user chooses to inactivate an item in the Maintain Order Guide screen, that item should be hidden in the item maintenance list immediately.
  • There may be instances where there is a future dated "exclude" rule and the user chooses to deactivate an item via Maintain Order Guide. In this case, the user action in Maintain Order Guide should be honored.

Will's Item Maintenance Details Doc

Story 1

When I am viewing the item maintenance list I only want to see items that are relevant to me based on what I can actually order from a vendor instead of all items available to all locations. This will save me time when I am updating these items.

UAC

• Items in the Item Maintenance list for a specific store only include Vendor Entity Items assigned to said store

Story 2

When I create an exclude rule for an inventory item, I would like that item available for 90 days after the exclude date so that I can still make adjustments to the item and my inventory.

UAC

• Inventory items persist for 90 days after the end date in an exclude rule
• If a user deselects the "active" option in Order Guide Maintenance, the inventory item is immediately excluded from the item list

Customer Facing Requirements Document

https://docs.google.com/document/d/1LBB6N6qWeFr_Dy2BYhpQyY2CCSlVJ_LRlRs4LYFpGdY/edit?usp=sharing

Notes

• Change setting to create "In-Use" flag for an item - Vendor Item Assignment
• Order Guide Maintenance page does not impact Item Maintenance list