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Module Description
Purchase order line and manual delivery line

Expand row to show panel with order line details (RTC-32514)

A panel with the following information has been added to each line, under both the 'Purchase orders' tab and the 'Deliveries' tab: ORDER (Order line note, Quantity), STOCK LEVEL (Ordered), PRICE (Wholesale price, Supplier discount) and DELIVERY DATES (Delivery date) only in 'Purchase orders' tab. When a new line is added to the purchase order, the panel is open and the focus is on the quantity field. In the 'Deliveries' tab, the panel does not open when a new line is added. The plus and minus buttons allow to expand or collapse the panel respectively. When the page is refreshed, all panels for all lines are collapsed. The panel can be edited when the order line has statuses: ' Draft', 'Submitted' or 'Edited'. For all other statuses a read-only panel is displayed. Delivery line can be edited when the delivery has draft status. There is no panel for other statuses of delivery. Setting a past date for purchase order line is possible.


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Release 28.06.2023

Module Description
Deliveries

Submit manual delivery (RTC-31139)

It is possible to submit delivery which was created manually. The flow is: The user can create a new delivery from the deliveries view (both from the 'Package' and 'Order' tabs) using the 'New delivery' button. After clicking the button, he is taken to a view where he can add items and then click 'Submit'. When leaving goods receipt from manual delivery view without submit, status of delivery stays 'Draft'. Manual delivery can be edited until the user presses submit. Submit modal is added to goods receipt from manual delivery. After submitting delivery, user is redirected to previous view ('Package' tab or 'Order' tab). Purchase order status is set to 'Done', order delivery status is set to 'Done' and package status is set to 'Done'. Submit of manual delivery triggers export of purchase order and goods receipt. When delivery line is added to purchase order created through delivery, remaining is set to 0 and status is set to counted for added delivery line. Submitting package or order delivery from deliveries grid cause update of delivery fields on order lines related to submitted lines: 'delivered', and 'remaining'.


Update of the quantities in the side panel (RTC-31664)

After confirming delivery line from purchase orders or deliveries grid values from side panel are updated properly: received is set to ordered and remaining to 0.


Manual delivery (RTC-31403)

There are new names of the tabs in deliveries view: Packages' and 'Orders'. Deletion of the last line is blocked in manual delivery. When the user wants to edit a purchase order created manually, a message is displayed with link to delivery, where order can be edited. Default filter in delivery view is to show packages and orders with 'Active' (other than 'Done') delivery status. Despatch created manually and received order despatch advice lines cannot be edited through import. There is a required field validation when user wants to add/edit price or discount of item.


Cancel manual delivery, add order/order line note (RTC-31622)

Manual delivery ('Draft') can be cancelled. Such delivery is not visible in Deliveries grids (package and order). The purchase order has status and delivery status set to 'Cancelled'. In such purchase order there is no 'View delivery' link.
Order note and order line note can be added using button in toolbar and 'Edit row' modal in manual delivery view.


'View row' modal and side panel for goods receipt (RTC-31244)

Side panel for goods receipt in read-only mode (received order despatch advice line) and 'View order' modal in read-only purchase order display values as text. Keyboard can be used to undo changes (Ctrl+Z), save (Enter), save and move to next line (Shift+Enter). Arrow keys can be used to change line selection. Panel can be closed and opened using button in its corner or 'Space' and 'Esc'. Trailing zeros are removed from side panel for goods receipt (so instead of 3.000 -> 3 is displayed).

System

Separators in inputs (RTC-30928)

Inputs in the application have unified decimal separators.


Import of store prices (RTC-25594)

Store prices of an item are imported from Item Service (store/store group, validity period, Sales unit, Net price, Retail price, store currency, VAT rate).
When price is created for new store group (with no stores assigned), placeholder store group is created in Procurement database.
Values are not yet used in Procurement module.

Procurement API

API for all purchase orders for given store (RTC-30321)

There is an endpoint (/api/gateway/PurchaseOrders/ordersPerStore/[storeNo]) in Procurement Service, which returns Active (Submitted, Edited, Confirmed) purchase orders for given store. Store is identified by store number. Response contains orderNumber, supplierName, order lines (line number, mainGTIN, originalQuantity (what was ordered), remainingQuantity (what is remaining after previous confirmed deliveries), deliveryDate (set by user on order line level). Endpoint supports OData filtering (filter by orderNumber, supplierName, top, skip and order parameters). Endpoint is documented in Swagger.


API for all packages for given store (RTC-30618)

There is an endpoint (/api/gateway/PurchaseOrders/packagesPerStore/[storeNo]) in Procurement Service, which returns pending packages for given store (not received and partially received packages and lines which are not 'Received'). Store is identified by store number. Response contains packageNumber, supplierName, order lines (line number, mainGTIN, quantity (number of items in package), deliveryDate (set by user on order line level). Endpoint supports OData filtering (filter by orderNumber, supplierName, top, skip and order parameters). Endpoint is documented in Swagger.


API for purchase orders with given item and given store (RTC-31423)

There is an endpoint (/api/gateway/PurchaseOrders/[storeNo]/orderedItem) in Procurement Service, which returns Active purchase orders for the item for given store. Store is identified by store number, item by SKU or mainGTIN. Response contains orderNo, originalQuantity, lineDeliveryDate, orderStatus, orderType. Endpoint supports OData filtering (filter by each field from response).
When item is added to the purchase order more than once, it is separate lines if delivery dates are different, and are aggregated into one line with sum of quantity if delivery date is same for each order line.
Existing endpoints in Procurement API are renamed so the names are more accurate. API is documented in Swagger.

Purchase orders



Overview grid (RTC-25195)

There is a tab next to the 'Order lines' with collapse able section named 'Order details'. Before expanding the grid, the following information is displayed: delivery date, delivery status and sequence of numbers: delivered/ordered (deviation). After expanding we can see three sections: Overview (with fields Store, Delivery date, Order type, Order Note), Statistics (with fields Ordered, Delivered, Remaining and Deviation) and Price (with information what is the price of the whole order - Total). There is a sign: '+' or '-' next to the deviation value. The Toolbar contains buttons that allow user to change the status, such as are in the 'Order lines' tab (Submit order/Resubmit order/Mark as confirmed) and 'Add order note' or 'Edit order note' depending on whether the order contains a note.

Purchase orders and deliveries

Decimal quantity (RTC-31022)

Quantity can have 3 decimals and be between 0.001 and 9 999 999 999.999. It is possible to enter, import and export such values. Zeros at the end are not displayed, for example we show 1.1 and not 1.100. Sides panels not in scope.

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