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https://issues.apache.org/jira/browse/OFBIZ-10577?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Yashwant Dhakad reassigned OFBIZ-10577:
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Assignee: Yashwant Dhakad (was: Ankit Joshi)
> New Feature: Inventory Cycle Count
> ----------------------------------
>
> Key: OFBIZ-10577
> URL: https://issues.apache.org/jira/browse/OFBIZ-10577
> Project: OFBiz
> Issue Type: New Feature
> Components: hhfacility
> Affects Versions: Trunk
> Reporter: Yashwant Dhakad
> Assignee: Yashwant Dhakad
> Priority: Major
> Attachments: OFBIZ-10577-Database-Changes.patch
>
>
> *Here are the design notes for cycle count workflow:*
> *Find Session Screen:* In this screen, we will show all the sessions created
> in the system with respect to the facility, locations, inventory count item,
> current status, and created date. We have a search field to filter the
> records on the basis of the facility, status.
> *Find Pending Locations:* In this screen, we have a table listing all the
> pending locations whose countings are pending and we can create a session for
> them. All details regarding the pending locations are listed here with the
> location, next count date, last count date and days extended for the count,
> total inventory item and product for this location. We have facets for
> filtering the records on the basis of the facility, not scanned since and
> scheduled for next scan. Also, we have a global search at the top of the
> screen. In Pending Locations screen, we have a Create Session button. To
> create a session we can either select one or more records from the below list
> or create a new session by yourself.
> In Create Session screen, the basic overview is shown in the "Overview"
> section and the items are listed in the "Items" section. We can create a new
> line item by clicking on the 'Add' button and we can also update the item
> quantity. After completing this, we can proceed with this session and mark it
> with 'Pending for Review' status from the 'Status' button at the top of the
> screen or we can simply 'Reject'. 'Reject' status button is available at the
> top of the screen.
> *Find Review Screen:* In this screen, we have a table listing all the
> locations pending for the review. All the details regarding the review
> sessions are listed with the facility, locations and counted inventory item.
> We have facets for filtering records on the basis of the facility. By
> clicking any session we can go to its detail screen, where basic details
> regarding this session are listed in the 'Overview' section and items are
> listed in the 'Items' section. We can select any number of rows and mark them
> as 'Accept' or 'Reject'. When these items are marked as 'Accepted' then the
> variance is created and these are added in the Count Progress report. Only
> authorized persons can accept or reject the sessions and once the session is
> accepted it is marked as 'Completed'.
> *Count Progress Report:* In this screen, User can view the advanced counting
> related analytics with respect to all the 'Completed' status session from
> Reports Screen. We can filter the records on the basis of the facility and
> within the date range. We can also see the percentage of the total locations,
> inventory items counted and errors occurred during the process. Item variance
> details are listed in the below section in tabular form.
> Following changes to the existing data model to support end to end counting
> process flow:
> *New entities:*
> *InventoryCount*
> inventoryCountId
> uploadedByUserLogin
> facilityId
> statusId
> createdDatetime
> *InventoryCountItem*
> inventoryCountId
> inventoryCountItemSeqId
> inventoryItemId
> itemStatusId
> locationSeqId
> productId
> productIdentifier
> quantity
> *InventoryCountVariance*
> inventoryCountId
> inventoryCountItemSeqId
> inventoryItemId
> productId
> productIdentifier
> locationSeqId
> systemQuantityOnHand
> actualQuantityOnHand
> varianceQuantityOnHand
> totalCost
> actualCost
> costVariance
> actualValue
> totalValue
> valueVariance
> unitCost
> *ProductCategoryFacilityLocation*
> facilityId
> locationSeqId
> productCategoryId
> fromDate
> thruDate
> isCountable
> *Extended entity:*
> *FacilityLocation*
> locked
> lastCountDate
> nextCountDate
> *ProductCategory*
> isCountable
> We will prevent following inbound and outbound transactions within the
> application if the location is locked for counting:
> Inventory Transfer
> Issuance against Sales Order
> Sales Return receiving
> Inventory receive
> Issuance and return inventory in manufacturing Job
> Kit breakup
> Update Location
> Physical Variance creation
> The locked locations won’t have any bearing on the transactions that are
> affecting the only ATP of parts i.e. Reserving component for Jobs/Sales
> Orders etc. as they don’t affect QOH in any way.
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