[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16840078#comment-16840078 ] Suraj Khurana commented on OFBIZ-10518: --- Improved condition in which reservation block was not being executed in case of auto-reserve not found in attribute. Done at rev #1859267 > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Upcoming Branch > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16831007#comment-16831007 ] Mathieu Lirzin commented on OFBIZ-10518: Hello here, In revision 1858487, I have removed two unused local variables introduced by revision 1858270. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Upcoming Branch > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16830290#comment-16830290 ] Suraj Khurana commented on OFBIZ-10518: --- Removed unused Debug.log statements and also returned success from service if allocation plan is not found instead of returning error. Done under rev #1858428 in Trunk. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Upcoming Branch > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16827589#comment-16827589 ] Deepak Nigam commented on OFBIZ-10518: -- For enabling this feature productStore.allocateInventory should be equal to Y. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16827483#comment-16827483 ] Suraj Khurana commented on OFBIZ-10518: --- Thanks Deepak. Everything looks good to me, if no objections, I will commit it today. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16827441#comment-16827441 ] Deepak Nigam commented on OFBIZ-10518: -- Updated the patches wrt latest codebase of trunk. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-entity-model.patch, OFBiz-10518-secas.patch, > OFBiz-10518-services.patch, OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16826903#comment-16826903 ] Deepak Nigam commented on OFBIZ-10518: -- Thanks [~suraj.khurana]. Yes, we can commit patches in chunks. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16826901#comment-16826901 ] Suraj Khurana commented on OFBIZ-10518: --- Thanks [~deepak.nigam], These patches looks good to me, I am checking some things on my local box, will let you know in case of anything else required. I think by then we can commit patches which are straight forward in nature, like entity def, uiLabels etc etc. Once again, thanks for your contribution !! > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Suraj Khurana >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16805630#comment-16805630 ] Deepak Nigam commented on OFBIZ-10518: -- Added mini-patches in place of one big patch. It will help in reviewing the code easily. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518-UI.patch, > OFBiz-10518-data.patch, OFBiz-10518-entity-model.patch, > OFBiz-10518-secas.patch, OFBiz-10518-services.patch, > OFBiz-10518-ui-labels.patch, OFBiz-10518.patch, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16665949#comment-16665949 ] Deepak Nigam commented on OFBIZ-10518: -- Team, please let me know if you got time to review this work further? > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16631602#comment-16631602 ] Deepak Nigam commented on OFBIZ-10518: -- Following suggestions have been taken care in the latest patch: 1) "Suppose a case where out of 20 ordered quantity, 10 are approved for allocation, after reservation, can we again edit allocation qty to 5? Will, it also re-reserve and change reservation as well to 5? If it is not working like this, IMO, we need to handle it." 2) "Inventory reservation should run after allocation plan approval." > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > OFBiz-10518.patch, OFBiz-10518.patch, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16628419#comment-16628419 ] Arun Patidar commented on OFBIZ-10518: -- Thanks [~deepak.nigam] for considering my suggestions. I am thinking that there should run reservation whenever an allocation plan get approved to assign inventory from available. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > OFBiz-10518.patch, ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16628403#comment-16628403 ] Deepak Nigam commented on OFBIZ-10518: -- Hi Arun Patidar, I have taken care of both the improvements suggested by you and uploaded the latest patch. Thanks! > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > OFBiz-10518.patch, ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16627142#comment-16627142 ] Deepak Nigam commented on OFBIZ-10518: -- Thanks for the inputs [~arunpati], [~suraj.khurana]. [~arunpati], It is not configurable as of now. We can make it configurable to use the allocation feature or not. Yes, for auto reserved, inventory will be allocated as same as item qty along with auto approve of Allocation Plan. [~suraj.khurana], The answer to all of your queries is no as of now. But yes, we can definitely include these in the design. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16627057#comment-16627057 ] Suraj Khurana commented on OFBIZ-10518: --- +1 [~arunpati]. We should make it configurable similarly as we recently did for accounting Please let me confirm if these cases are handled or not. I check and curious to know how this is handled. 1. How maySplit is handled in OrderItemShipGroup in case of manual allocation, I propose we should mark this indicator as true in case of manual allocation. 2. Suppose a case where out of 20 ordered quantity, 10 are approved for allocation, after reservation, can we again edit allocation qty to 5? Will it also re-reserve and change reservation as well to 5? If it is not working like this, IMO, we need to handle it. 3. Did we honour facility in this? I think it is not properly handle in current patch. Thanks [~deepak.nigam] for this work. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16627036#comment-16627036 ] Arun Patidar commented on OFBIZ-10518: -- [~deepak.nigam] For auto reserved, inventory will be allocated as same as item qty along with auto approve of Allocation Plan, correct? > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16626996#comment-16626996 ] Arun Patidar commented on OFBIZ-10518: -- [~deepak.nigam] , is it configurable to use Allocation or not? This will help to control additional load on DB if we do not want to entertain Allocation plan. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16618906#comment-16618906 ] Deepak Nigam commented on OFBIZ-10518: -- Removed the old patch and mock-ups and attached the latest. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, CreateAllocationPlanEditMode-Step2.png, > EditAllocationPlan.png, FindAllocationPlan.png, OFBiz-10518.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16614548#comment-16614548 ] Deepak Nigam commented on OFBIZ-10518: -- Removed the old patch and attached the latest one. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, EditAllocationPlan.png, > FindAllocationPlan.png, OFBiz-10518.patch, ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16610108#comment-16610108 ] Deepak Nigam commented on OFBIZ-10518: -- Removed the old patch and attached the latest one. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, EditAllocationPlan.png, > FindAllocationPlan.png, OFBiz-10518-Supply-Allocation-Plan.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16606953#comment-16606953 ] Deepak Nigam commented on OFBIZ-10518: -- Attached the initial patch for the proposed 'Supply Allocation Feature' for review and feedback. Will be updating this patch with time for further improvements and additions. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, EditAllocationPlan.png, > FindAllocationPlan.png, OFBiz-10518-Supply-Allocation-Plan.patch, > ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
[jira] [Commented] (OFBIZ-10518) Inventory (Supply) Allocation Planning
[ https://issues.apache.org/jira/browse/OFBIZ-10518?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel=16605530#comment-16605530 ] Deepak Nigam commented on OFBIZ-10518: -- Hello All, Attached the mock-ups for Create/Find/View/Edit allocation screens. Please have a look and let me know the feedback/suggestions. > Inventory (Supply) Allocation Planning > -- > > Key: OFBIZ-10518 > URL: https://issues.apache.org/jira/browse/OFBIZ-10518 > Project: OFBiz > Issue Type: New Feature > Components: order, product >Reporter: Deepak Nigam >Assignee: Deepak Nigam >Priority: Major > Fix For: Trunk > > Attachments: CreateAllocationPlan-Step1.png, > CreateAllocationPlan-Step2.png, EditAllocationPlan.png, > FindAllocationPlan.png, ViewAllocationPlan.png > > > In the current implementation of inventory reservation flow, inventory gets > reserved for the order based on the reservation algorithm (FIFO, LIFO etc). > Many times, the fulfilment cycle of the order is too long or due to some > unexpected circumstances, the order holds the inventory for a long time. In > such scenarios, inventory availability becomes one of the major bottlenecks > in fulfilling the other sales order and businesses often remains short > supplied against the demand. > > We can provide a feature (Create, Find and Edit supply allocation screen) to > allocate the available and any future supply judiciously amongst existing > customers orders by considering different factors like estimated delivery > dates, order priority, customer preference etc. > > Following are the details design notes for the same: > > An order in the approved status will be considered as ‘Eligible for > Allocation’. The proposed supply allocation planning will have the following > set of features: > > *Create Allocation Plan:* > The authorized user will be able to initiate the process by setting the > desired product. > > *View/Edit Allocation Plan:* > 1) The system would search and list all the order lines which are eligible > for allocation for that particular product. > 2) The user can filter and sort the orders by various parameters like Sale > Channel, Customer, Order Id, Estimated Ship Date etc. > 3) The user can then prioritize the order by moving up or down the given > order in the priority ranking. Higher is the order in display result list, > higher will be the priority it would get during reservations. > 4) The user can set the ‘Allocated Quantity’ against ordered quantity at > order item line level. > 5) Once the Allocation Plan is submitted, the system would auto-assign the > priority and set the allocated quantity for each of the submitted orders to > be honoured during order reservations at any point in time. > 7) Incoming shipments would be reserved by honouring the same allocation plan > during order promising cycle. > 8) After allocating supply as per the allocation plan, any excess stock > should be reserved based on the standard FIFO method. > 9) If any of the items of an order is not planned via the Allocation Plan, > then also it should be reserved based on default FIFO criteria. > 10) The allocation for all the sales orders should be allowed for revision > unless the Shipment Plan is created against them. > > *Find Allocation Plan:* > The authorized user can search allocation plan(s) with filters like Plan Id, > Order Id, Product Id, Plan Method, Status etc. > > > > -- This message was sent by Atlassian JIRA (v7.6.3#76005)
