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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 updated OFBIZ-10577:
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    Attachment: OFBIZ-10577.patch

> 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, OFBIZ-10577.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
>  ***Extended entity:*
>  *FacilityLocation*
>    locked
>    lastCountDate
>    nextCountDate
> **We will prevent the 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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