Coming next release
Module | Description |
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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'. |
System | Separators in inputs (RTC-30928) Inputs in the application have unified decimal separators. |
Release 29.05.2023
Order confirmation print
It is possible to generate PDF file by 'print order' button with order confirmation when status of order is submitted. The file contains the following information: purchase order number, order date, customer number, vendor, to which shop the order is sent ('Ship to' field), e-mail address ('Billing'), order note, GTIN (Item number), item name ('Description'), quantity of product ('Qty'), total price for each item and price for whole order.
Improvements
Module | Description |
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Deliveries | Receive goods with deviation (RTC-28803) Side panel in delivery view shows quantity of sent items and input for received quantity (max 3 decimals). After save, deviation is calculated, grid is updated and order despatch advice line has status 'Counted'. Focus is automatically set to the received field in the panel after opening panel or changing selected delivery row, so value can be entered directly. 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'. Manual delivery (RTC-29687) It is possible to create a new delivery manually – delivery for which there was no purchase order. It can be created using button in Deliveries page and is displayed as package and order delivery in status 'Draft'. It is created alongside with new purchase order in state 'Confirmed', so all changes on manual delivery cause export of order. Such order cannot be edited through 'Purchase order' view. A package code is created for all order despatch advice lines in manual delivery when adding the first line. New despatch cannot be created for order created through manual delivery. If any line selected when creating new manual delivery, then field in form for store is filled with value from selected line. 'View deliveries' permission is needed to view manual deliveries. 'Manage purchase orders' permission is needed to create and edit manual delivery. Submit delivery (RTC-30255) It is possible to submit delivery which was created through 3rd party import. This can be done using 'Submit delivery' button in delivery page. Before submitting delivery, there is a modal with information about delivery (submitted quantity, amount, deviation). It is possible to add a receive note. After submitting, counted lines (in displayed package or order) status changes to 'Received'. Submission does not affect the 'not counted' lines. If all lines are 'Not counted', submit isn't possible. Received line cannot be edited and resubmitted. When submitting, statuses of relevant orders and packages change either to 'partially received' or 'done' depending on other delivery lines in order/package. Delivery status is added on purchase order level. Whether a purchase order can be edited depends on the 'delivery status'. Status 'Done': only new lines can be added. After this process, the delivery status changes to 'Partially received'. Status 'Partially received' and 'Not received': new lines can be added. Delivery status does not change. Handling of delivery status 'In progress' (counted, not submitted) or 'Draft' (manual delivery) - not in scope. Removal of order lines is only possible if the purchase order does not have any order despatch advice lines and delivery status is 'Partially received' or 'Not received'. Editing order line - not in scope. Goods receipt from purchase order (RTC-25796) There is 'Receive goods' button in purchase order with status 'Confirmed'. It opens order deliveries page if there is order despatch advice imported from 3rd party. Button is hidden when all purchase order lines are delivered. |
Export | Goods receipt (RTC-30254) Goods receipts are exported to blob as JSON, with content as specified in Swagger. Goods receipt is created after submit of delivery. |
Order lines | 'In order' column (RTC-26264) 'In order' column in order lines tab in purchase order indicates quantity of items in all purchase orders that are not deleted and have status submitted, edited or confirmed and are from the same store as the purchase order. Filtering and delete button (RTC-31614) |
Procurement API | Use order line delivery date in API for order info for item for given store (RTC-30953) Order lines in API response are grouped by delivery date on order line level instead of date on order level. |
Purchase order | Decimal quantity (RTC-26261) It is possible to enter, import and export decimal quantity of item in purchase order. Quantity can have 4 decimals and be between 0.0001 and 999999999.9999. Edit delivery date of item in confirmed purchase order (RTC-30708) Delivery date can be edited when purchase order has status 'Confirmed'. Line number (RTC-28425) Line no. is identifier of order line unique within each purchase order. Column is added to purchase order lines grid. When adding items to purchase order, it is automatically generated as a next available number, starting from 1. One item can be added to purchase order multiple times, as another order line with other line number (in user interface and import). Change status of purchase order when changing delivery date (RTC-30955) After changing delivery date of 'Submitted' order or order line, the status of purchase order changes to 'Edited'. |
System | Migration to .NET 6 (RTC-28897) Procurement Service module is migrated to .NET 6. Item name and item group name (RTC-31164) Item names with up to 255 characters can be stored in the Promotion and Procurement databases. The same applies to item groups stored only in the Promotion database. When the item names are too long when importing OrderDespatchAdvice or PurchaseOrder via a third party, a validation error will appear. Suppliers export/import (RTC-30619) Export of suppliers from Item Service and import to Procurement is extended by 'VAT number', 'Lead time', 'Reference' and 'EDI' fields. Import of items performance (RTC-28310) Performance of import of items and supplier-items is improved. |
Release 04.04.2023
Import of order despatch advice
Order despatch advice can be created by 3rd party using JSON file import via File Service. This is the document the sender of goods sends to the recipient as the goods are packed and shipped.
Order despatch is identified by unique externalOrderDespatchAdviceNo. A despatch advice relates to one order, identified by orderIdentifier. Order despatch lines are identified by externalLineNo that is unique within a despatch. A despatch advice line relates to one order line, identified by item identifier (order lineNo not yet supported).
Details of file format, values range, required fields and examples are documented in EG Cloud Swagger.
If supplier, store, item, supplier-item, purchase order, order line are not found, placeholder entities are created (such purchase order has status draft).
Order despatches are displayed in 'Deliveries' page in Procurement Management, where order despatch lines are grouped by package or number.
Deliveries - packages grid
There is 'Deliveries' page in Purchase tab in side menu. This page contains grid with list of packages. In the packages tab deliveries (upcoming and received) are displayed in terms of internal and external package number.
In User Management there is a permission on store role, located under 'Procurement' - 'Deliveries': 'View deliveries'. This permission allows to open deliveries grid. In this grid, user sees only orders in all stores to which he has access in this role.
Deliveries - order grid
There is 'Order' tab on 'Deliveries' page, It contains grid with deliveries in terms of internal and external order number.
Deliveries: Packages/orders details
Package details view is opened after clicking package number in "Packages" tab in "Deliveries". Page shows contents of the package. Each line has its order number (package can contain items from multiple purchase orders). "Order no" links to order delivery details page.
Order delivery details view is opened after clicking order number in "Order" tab in Deliveries. Page shows contents of the order that is being delivered. Each line has its package number (order can be delivered in multiple packages). "Package no" links to package details page.
Both pages breadcrumbs show package or order number, supplier name, number of lines and quantity of items in this package or order delivery.
Improvements
Module | Description |
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Deliveries | Mark items as counted without setting deviation (RTC-28850) It is possible to mark item lines as counted using 'Confirm items' button on bottom of the delivery details page. Item lines can be selected by using mouse, Control and Shift buttons. There is also a 'Select all' button. After clicking 'Confirm items' button, selected lines have status 'Counted', and 'Received' column has the same value as 'Order'. Deviation equals zero. |
Import | Order status (RTC-27171) "Order Status" is optional field in purchase order import from file. Value can be set to 'Draft' (default) or 'Submitted'. "Submitted" orders import fails when order uses placeholder store/supplier/item/supplier-item. Draft orders can be submitted, but submitted order cannot be set as draft. Other statuses are not supported. Purchase order export is triggered after creating/updating submitted order or submitting draft order through import. |
Procurement | Supplier model/Item number: (RTC-26263) Supplier number and Supplier Model number imported from Items to Procurement. Purchase orders and deliveries: (RTC-26263) Columns added to Procurement module, displayed in Purchase Orders and Deliveries. |
Purchase order | Order type (RTC-26548) "Order type" must be set when creating new purchase order: "Replenishment" or "Preorder". Value is displayed in column in "Purchase orders" grid. Order type of existing purchase order cannot be changed (in user interface and import API). Confirm (RTC-25795) 'Edited' and 'Submitted' orders can be confirmed using 'Mark as confirmed' button on bottom of purchase order page. To be confirmed, order must have at least one order line, and store/supplier/item/supplier-item cannot be placeholder. After clicking button, 'Confirm order' modal appears, where 'Supplier order no.' can be defined (not required, unique within supplier). Delivery date on purchase order line level (RTC-25710) Delivery date can be set for each order line. Existing order lines have delivery date same as delivery date of order. Order level value is also used for newly created order lines. Delivery date of order line can be changed in 'Edit row' modal or by selecting multiple rows and using 'Edit date' button on bottom of page. Multi-select of order lines (RTC-25710) Order lines can be selected by using mouse, Control (Ctrl) and Shift buttons. There is also a 'Select all' button. Cancel (RTC-28234) Purchase order can be cancelled using button in three dots menu on bottom of page. Pressing cancel order button opens modal with description and buttons to close modal or cancel order. When cancelling order with submitted, edited or confirmed status, order is exported with status "Cancelled". Supplier order number (RTC-30018) Supplier order number is pre-filled with value in database, allowing order confirmation without change of this value. |
System | Import of store groups (RTC-28768) Profiles and teams and its assignment to stores is imported from Store Service. |
Release 25.01.2023
Module | Description |
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Purchase order | Rename 'Supplier orders' to 'Purchase orders' (RTC-28177) 'Supplier orders' are renamed to 'Purchase orders' in user interface. Applies to menu, main page title, new order modal, URL. Delivery date is required (RTC-28070) Delivery date is a required field and cannot be set into the past. Existing orders delivery date is set to today (when order didn't have delivery date). Import from 3rd party works as before, when importing new purchase order Delivery Date is set to today's date. Dropshipment info in Purchase Order contracts (RTC-28604) Purchase Order import and export contracts contain dropshipment information: "shipTo" on order level (delivery address) and "deliveryDate" on order line (date or week of planned delivery). Documentation is updated. Both fields are not yet supported in application. |
Release 10.01.2023
Module | Description |
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Procurement Service | SupplierOrderNo in Purchase order contract (RTC-27574) "SupplierOrderNo" is identifier of order, which is unique per supplier. "ExternalOrderNo" is globally unique identifier used in import. PurchaseOrder and OrderDespatchAdvice import and export contracts contain "SupplierOrderNo" value. |
System | Import of items (RTC-26800) All item changes from Item Service are imported to Procurement database (SKU, MainGTIN, Brand, Name, status, ItemNo, assigned suppliers). Only items with status: Draft, Active, Stopped (not inactive and deleted) and delivered by selected supplier can be ordered, but it is possible to see and edit existing order lines containing incorrect items. When adding item through item search or 3rd party import, if item or item-supplier relation does not exist in Procurement database, placeholder row is created (values are expected to come in next import from Item Service). Order with placeholder store, supplier, item, item-supplier cannot be submitted. |
Release 16.12.2022
Module | Description |
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System | Import of suppliers (RTC-27020) Suppliers imported from Item Service are identified by internal identifier, so supplier is properly updated when its Number (external supplier number) is modified in Item Management register. When supplier has no internal identifier in Procurement, it is identified by external number (to allow update of existing data). |
Release 24.11.2022
Module | Description |
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Import | Import purchase order lines from API (RTC-26624) Order lines can be imported together with purchase order header. Contract and examples in Swagger contain order lines. Item is identified by SKU or GTIN. When item does not exist, placeholder item is created in Procurement database until item is imported from Item Service (SKU must be provided, GTIN and item name are optional). Order with placeholder items cannot be submitted through user interface. Only draft orders can be imported and updated. Quantity and wholesale price are required. Optional fields are supplier discount (0% by default), order line note and status (delete item from order). OrderDate on order level is renamed to OrderDateUTC. |
Procurement API | API for order info for item for given store (RTC-26259) There is an endpoint in Procurement Service, which returns Active (Submitted, Edited, Confirmed) orders for item for given store (including past deliveries that are not yet done). Store is identified by store number and item is identified by SKU or MainGTIN (SKU has higher priority when both are provided). Response contain delivery dates, orderNo, externalSupplierNo, supplierNo and quantity. |