Yashwant Dhakad created OFBIZ-10577:
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Summary: New Feature: Inventory Cycle Count
Key: OFBIZ-10577
URL: https://issues.apache.org/jira/browse/OFBIZ-10577
Project: OFBiz
Issue Type: New Feature
Reporter: Yashwant Dhakad
*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'.
*4. 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@Mention someone by typing their name...
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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