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  1. CFA MX
  2. CFAMX-926

Add ability to search for Sales Items to initiate transfers - INF-8734

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      Description

      Add the ability to search for Sales Items, to initiate transfers of BOMs between restaurants

      • As CFA expand the catering business it is becoming common for stores to assist one another when fulfilling large orders. For example a restaurant may have an order for 600 chicken sandwiches, but only have capacity to make 300, in this instance they may call upon a nearby restaurant to assist in the production of the sandwiches.
        • When this happens, there is no tracking of inventory movement between restaurants.
        • CFA have asked that we add support to use Sales Items as the search criteria when transferring BOMs between stores, resulting in the correct inventory movement to deplete and increment product between restaurants.
          • Note: there is a one to one relationship between Sales Items and BOMs, every Sales Item has one BOM associated to it. That BOM may have others nested below it
          • The goal of this feature is to allow the user to search for a Sales Item in order to initiate a transfer. The Sales Item itself is not what will be transferred, it will be the associated BOM that is transferred
          • Note: while simply marking the BOM as Transferable would provide this functionality, store managers do not have a notion of a Sales Item BOM, this is an InFORM concept
      • YCF - With the CFA branch there is functionality called Yield Correction Factor, this value is a multiplier applied to the recipe for a specific restaurant to take into account how they actually produce a recipe, vs the core recipe.
      • When a Sales Item is transferred, the BOM's that make up the recipe are in effect transferred, current functionality supports transferring BOM's and at teh time of the transfer, the BOM is exploded and the ingredients of the BOM are transferred, so as to keep inventory accurate.
      • When the inventory item, relating to a BOM are transferred, the inventory is depleted from the Sending store, using their YCF, and incremented at the Receiving store using their YCF.
        This way inventory is accurately updated at both restaurants to reflect their usage.
      • Once the ability to add sales items has been added, the corresponding inventory items, of the exploded BOM's will need to be transferred, using the YCF (there is a current process to do this).
        • This means that when the Receiving store receives the Sales Item transfer, their Inventory is incremented by an amount that reflects their usage, then when they sell that product, their inventory is depleted by their usage (YCF also applies to depletion)
      • Once the transfer is completed the Inventory Received export should be fired and should contain details about the sales item that was transferred
      Investigation into Transferring BOMs, and the impact of YCF

      2442 - Liberty - Count 10 cs Filet @ $36/cs
      1171 - Dulles Town - Count 10 cs Filet @ $72/cs

      Transferred 1 cs from 1171 -> 2442

      • Price Increased at 2442 -> $72/cs
      • On Hand increased at 2442 to 11 cs
      • On Hand decreased at 1171 to 9 cs

      Changed YCF @ 2442 to 4

      Xfer 10 units of Chicken Salad Sandwich(262)
      From 1171 to 2442
      Recipe at 2442

      Item Base YCF Recipe
      Chicken, Filets 0.118727658029689 4 0.474910632118756
      Chicken, Filets 0.0481130614538811 4 0.192452245815525
        0.1668407194835701   0.667362877934281

      After xfer - 2442 - Received - Increased using YCF of this store
      On Hand = 11.19
      Increased from 11 -> 11.19
      10 * 0.66736 = 6.6736
      6.6736 / 36 = 0.1854
      11 + 0.1854 = 11.19

      After xfer - 1171 - Sent
      On Hand = 8.95
      Decreased from 9 -> 8.95
      10 * 0.16684 = 1.6684
      1.6684 / 36 = 0.0463
      9 - 0.0463 = 8.9537

      Xfer 20 Units (Chicken Salad Sandwich(262)) from 2442 -> 1171
      Before:
      1171 - 8.95
      2442 - 11.19

      After:
      1171 - Received
      On Hand = 9.05
      Increased from 8.95 -> 9.05
      20 * 0.16684 = 3.3368
      3.3368 / 36 = 0.09269
      8.95366 + 0.09269 = 9.04635 = 9.05

      2442 - Sent - Decreased using YCF of this store
      On Hand = 10.81
      Decreased from 11.19 -> 10.81
      20 * 0.66736 = 13.34726
      13.34726 / 36 = 0.37076
      11.19 - 0.37076 = 10.81462 => 10.81

      Changed YCF to 2 @ 1171

      Item Base YCF Recipe
      Chicken, Filets 0.118727658029689 2 0.237455316059378
      Chicken, Filets 0.0481130614538811 2 0.0962261229077623
        0.1668407194835701   0.3336814389671403

      XFer 15 Units (Chicken Salad Sandwich(262)) from 2442 -> 1171
      Before:
      2442 = 10.81
      1171 = 9.05

      After:
      1171 - Received - Increased using YCF of this store
      On Hand = 9.19
      Increased from 9.05 -> 9.19
      15 * 0.3368 = 5.00522
      5.00522 / 36 = 0.13903
      9.04635 + 0.13903 = 9.18538 => 9.19

      2442 - Sent - Decreased using YCF of this store
      On Hand = 10.54
      Decreased from 10.81 -> 10.54
      15 * 0.66736 = 10.01044
      10.01044 / 36 = 0.27807
      10.81462 - 0.27807 = 10.53655 => 10.54

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              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
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                • Created:
                  Updated:
                  Resolved:

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