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In 'Import order' modal user can select level of import: Store, Team, Profile or All stores. In case of first three choices - page is shown with a list of active stores/teams/profiles. The list is filtered by access permission of user (and placeholders are excluded). User has to choose at least one from the list. It is possible to filter the list using search input. Then import has to be confirmed using 'Import' button in toolbar. A message appears on the bottom of the page as a confirmation of saving the data to staging table (from where import will be processed by a job in part 3 of this feature). When trying to leave the page during store selection process, modal with a warning appears.
Order proposal
Order proposals are created every night. Those orders can be recognized by checkbox in 'Order proposal' column in Purchase orders grid. Order proposal condition is based on sum of stock in store, existing draft proposals and remaining quantity in submitted, edited and confirmed purchase orders. If condition is below 1 (min. order point) new order proposal is created with quantity, after which sum of above values is 10 (max. order point). Order proposals are created for main supplier of item. Proposals are not created if item has no main supplier or it never was in stock in specific store. If draft proposal exists, and quantities in other orders or stock status has changed since previous job execution, quantities in proposal are updated to match max order point. If proposal is not needed anymore, it is deleted by job, and if this was the only line in order, order is deleted as well.
Job executions contain log with count of created, updated and deleted proposal lines as well as sum of those.
Totals for purchase order is now correctly calculated after import of purchase order or order despatch advice.
Improvement
| Area | Description |
|---|---|
| Deliveries | Fix: Receive many lines (RTC-35026) When there are more than 100 lines to receive, all of them are affected after using 'Select all' and 'Confirm items' buttons (before it affected only first 100 lines). 'Select all' selects only the lines which match current filter in the grid. |
| Import | Delivery status after import of order despatch advice (RTC-34093) If the user imports order despatch advice by 3rd party to an order on which the receive goods have not yet been executed, the imported delivery has the status 'Not received'. After importing order despatch advice into 'Done' order, the delivery status is set to 'Partially received'. It's not possible to receive goods if external order despatch advice exist for the order. 'Receive goods' button is hidden.
Business rules and file contract for import of goods receipts are available in Swagger. There is also example of files with required data and examples for each goods receipt type.
Remaining quantity of order despatch advice line is supported in import from 3rd party. This is an optional field. By default it is null - after receiving such order despatch advice line, remaining of order line is reduced by value that was expected to be delivered in this order despatch advice line (deviation is set if we received other number than expected). |
| Items in purchase orders | Fix: Filtering by delivery status (RTC-34747) Active deliveries (all except Done and Cancelled) are displayed in the grid by default. Filtering by delivery status works properly. Any status can be selected. |
| Purchase order | Order confirmation print (RTC-35332) PDF file with order confirmation is redesigned. The file can be downloaded using 'Print order' button which is available when order has status 'Submitted'. The file contains purchase order number, order submit date, delivery date, store name, supplier number, name and address, order note and list of order lines - SKU, Supplier item number, Description (item text), Quantity, Unit price, Discount, Amount and Total amount of the order. The order lines heading is continued on the next page when the lines do not fit one page, and the page number is displayed in the page corner. Change of buttons texts (RTC-34646) Procurement management is displayed in side menu with label 'Procurement' and links are placed in 'Purchasing' section. 'Items in purchase orders' is placed right below 'Purchase orders' in menu. "New order" button is changed to "New purchase order". "Edit date" button is changed to "Edit delivery date". Overview section in overview tab is renamed to "Details". Fixed issue which led to no possibility to submit goods receipt from purchase order (delivery of order without import of external order despatch advice). |
| System | Import of stock status from Inventory module (RTC-34425) There is a 'StockMerger' job in ProcurementServiceintegration package. By default, in runs every 2 minutes. The following information about an item from a given shop is stored in the Procurement database: id of the item, id of the shop, stock quantity and stock update date. This information is taken from the 'Inventory' module. A maximum of 3 decimal numbers are stored in the database for stock quantity. If the number exported from Inventory has 4 decimal places, the last digit is ignored. If more - there is a validation. If any imported store or item does not exist, placeholder is created. If any of incoming store identifiers does not contain storeNo and placeholder must be created, exception is thrown. If incoming stock date is before stock entry date, there is no update in the Procurement db. At least one identifier is required: StoreNo or GLN for store and Sku or GTIN for item. |
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