[CFAMX-932] Sales Item Transfer - Include Sales Item BOM in the Transfer Export - HotSchedules JIRA

Details

Type: Story
Status: Closed (View Workflow)
Resolution: Completed
Affects Version/s: None
Fix Version/s: CFA 2019R1
Component/s: Transfers
Labels:
- Transfer

Sprint:
CFAMX 2019R1 Sprint 5, CFAMX 2019R1 Sprint 6
SOW (Time Tracking) Project:
44868
Work Type Classification:
Sustaining

Description

As a supply chain user, I would like the transfer export to include the transferred Sales Item BOM so that above store systems are updated correctly

Notes

There is an existing Transfer Export
The export is fired when the Transfer is Received
The export contains three sections:
- Header
- Details (of inventory items transferred)
- TransferredItems (a summary of the items transferred, BOM's, Inventory Items and now Sales Item BOMs)

From Confluence Page

BOM Explosion within Transfer Export
- When a BOM item is transferred the component items of the BOM should be exploded out to the lowest level.
- If a BOM contains more than one occurrence of an ingredient, those records should be aggregated into a single record in the resulting file.

Example:
A transfer is completed that includes an Inventory Item, and a BOM Item that includes that Inventory Item.

Inventory Item: Chicken, Filet Spicy PC
BOM Item: Spicy PC Filet (Foil Bag)

Spicy PC Filet (Foil Bag) Recipe:
When the Transfer is exported, the BOM is exploded, and any like items (Chicken, Filet Spicy PC) are aggregated into a single record.

*******************************

File Layout
<?xml version="1.0" encoding="utf-8"?>

</Details>

</TransferredItems>

</TransferExport>

*******************************

Sample XML File

<?xml version="1.0" encoding="utf-8"?>

<TransferExport xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<Id>31996</Id>
<TransferFromStoreNumber>01171</TransferFromStoreNumber>
<TransferToStoreNumber>02693</TransferToStoreNumber>
<Status>Received</Status>
<CreateDate>2017-04-07T14:04:16.71Z</CreateDate>
<ReceiveDate>2017-04-07T14:04:35.477Z</ReceiveDate>
<Period>2016-11-01T04:00:00Z</Period>
<Details>
<TransferDetailExport>
<ItemCode>3581</ItemCode>
<Description>Chicken, Filet Spicy PC</Description>
<Quantity>1.2553</Quantity>
<Value>3.4280</Value>
<ItemGroup>Food</ItemGroup>
<ProductCostClassification>Chicken - Spicy</ProductCostClassification>
</TransferDetailExport>
<TransferDetailExport>
<ItemCode>4321</ItemCode>
<Description>Coater, Spicy CFA</Description>
<Quantity>0.0764</Quantity>
<Value>0.0843</Value>
<ItemGroup>Food</ItemGroup>
<ProductCostClassification>Coater</ProductCostClassification>
</TransferDetailExport>
<TransferDetailExport>
<ItemCode>62</ItemCode>
<Description>Milk and Egg Wash Mix CFA</Description>
<Quantity>0.0684</Quantity>
<Value>0.0112</Value>
<ItemGroup>Food</ItemGroup>
<ProductCostClassification>Other Food</ProductCostClassification>
</TransferDetailExport>
<TransferDetailExport>
<ItemCode>27</ItemCode>
<Description>Oil, Peanut CFA</Description>
<Quantity>0.0086</Quantity>
<Value>0.0581</Value>
<ItemGroup>Food</ItemGroup>
<ProductCostClassification>Oil</ProductCostClassification>
</TransferDetailExport>
<TransferDetailExport>
<ItemCode>4341</ItemCode>
<Description>Bag, Foil Spicy CFA</Description>
<Quantity>1</Quantity>
<Value>0.028</Value>
<ItemGroup>Paper</ItemGroup>
<ProductCostClassification />
</TransferDetailExport>
</Details>
<TransferredItems>
<TransferredItem>
<ItemCode>3581</ItemCode>
<Description>Chicken, Filet Spicy PC</Description>
<Quantity>1</Quantity>
<ReasonCode>Stock Low</ReasonCode>
<ReasonCodeId>4</ReasonCodeId>
</TransferredItem>
<TransferredItem>
<ItemCode>4381</ItemCode>
<Description>Spicy PC Filet (Foil Bag)</Description>
<Quantity>1</Quantity>
<ReasonCode>Other</ReasonCode>
<ReasonCodeId>1</ReasonCodeId>
</TransferredItem>
</TransferredItems>
</TransferExport>

*******************************

Notes:

Quantity - will be rounded to 4 decimal places, even if it results in 0.0000
Value - should be rounded to 4 decimal places, even if it results in 0.0000
- In the event that the Quantity is 0.0000, but the calculated value is not 0.0000, the actual (rounded) value should be included
The cost (Value) and the recipe are based on those configured at the Receiving Store

Transferred Sales Item BOMs will be detailed in the TransferredItemssection

<ItemCode></ItemCode> – The Sales Item BOM, Item Code
<Description></Description> – Description
<Quantity></Quantity> – Quantity Received
<ReasonCode></ReasonCode> – Reason Code selected
<ReasonCodeId></ReasonCodeId> – Id of Reason Code selected

Below is an example of the Sale Item BOM setup

Acceptance Criteria

Confirm that the transfer export is triggered when just a Sales Item BOM is transferred
Confirm that the transfer export is triggered when a Sales Item BOM is included along with other items
Confirm that the transfer export is still triggered when a Sales Item BOM is not transferred
Confirm that the Sales Item BOM is correctly represented in the TransferredItems section of the export
- ItemCode - Item Code
- Description = Description
Confirm that the ingredients of a transferred Sales Item are correctly represented in the Details section of the export
- Test with:
  - Just a sales item BOM
  - A sales item BOM, and an inventory item that is a part of the Sales Item
  - A sales Item BOM and a BOM that is a part of the Sales Item BOM
  - A sales item BOM, an inventory item that is a part of the Sales Item BOM and a BOM that is a part of the Sales Item BOM
    - The ingredients should be aggregated into a single entry in the file