Export stocktaking results to Excel (RTC-33821)

The stocktaking result can be exported to Excel using the Export to Excel button in the stocktaking view.

Export count list lines to Excel (RTC-34173)

The data from the count list details grid can be exported to Excel.

Stocktaking result view (RTC-32780)

Stocktaking result view contains:

• Additional grid columns:
  • Department
  • Item area
  • Item groups
  • Gross profit
• All the buttons, but without logic, except:
  • Export to excel
  • Add count list
  • Finish stocktaking 
• Recount logic (flags)
• Multi-select

Count list functions (RTC-31846)

• The user can assign a new count list to an active stocktaking through the count list details view and stocktaking's count lists view.
• The user can unassign an active count list from a stocktaking through the count list details view.
• The user can manage (add, edit, delete) the item rows in a new count list through the count list details view.
• The user can delete a new count list through the count lists grid.

Creating stocktaking (RTC-32781)

• The stocktaking wizard is replaced with a regular view.
• The stocktaking creation is processed in the background.
• The stocktaking name field is properly validated.
  
  

Active periodic stocktaking can be finished (RTC-31842)

The counted items (for now only from assigned count lists) are included in Stocktaking Stock Adjustment transactions and their stock value are overridden with counted quantity from stocktaking. The information of this transaction can be found in the stock movements view of updated item.
Items not counted are not included in those transactions, their stocks are not updated when stocktaking is finished.
All count lists assigned to the finished stocktaking are properly closed.

Date display improvements (RTC-34481)

In all inventory grids, the date display is unified and depends on user's regional settings.

Cost price for stock adjustments (RTC-34251)

Cost price is read from existing contract for stock adjustment and is displayed in transactions log.

Return damaged item as Breakage (RTC-34281)

When returning damaged item, breakage with proper reason/action codes is created.

Fix: Sorting by reason code type (RTC-33932)

Sorting by Type column in the reason code grids works properly.

Stocktaking grid (RTC-32778)

• The grid is store-scoped. It displays data for stocktakings of stores, to which the user has access.
• The store column is containing the store number and name.
• Columns for created and modified date
• The Completed date column is removed.
• The deviation column is split into positive and negative deviation columns.
• The deviation is displayed in value instead of item quantity.
• The status column works correctly and displays proper values.

Improvements to the Count lists grids (RTC-33357)

• The performance of the Count lists and Stocktaking > Count lists grids is significantly improved.
• The created date column works correctly, and can be filtered.
• The positive deviation column is properly translated to Swedish.

Number display in grids (RTC-33064)

• All numerical values in grids are formatted with digit group separators.
• Decimals in grids are displayed with 2 decimal places.

Localization improvements (RTC-33936)

• The exported Excel file names are properly translated.
• The reason code type in the Edit modal is properly translated.

Minor improvements to the New transaction modal (RTC-33936)

• The user can search for recipient stores by inputting their name or number, while creating internal transfers.

 Fix: Transaction log grid (RTC-33932)

The Owner column is renamed to User, and the translations for this column are updated.

Item transaction linked to user/cashier (RTC-30632)

"Owner" field contains username of transaction creator for transactions created in Inventory (or Procurement) module. For transactions imported, cashier number is displayed in "Owner" column.

Export old stocktaking results to Excel (RTC-31843)

• The data from the Stocktaking results export view can be exported to Excel
• The data from the Stocktaking results details view can be exported to Excel

Minor localization fixes (RTC-31843)

• The Excel export modal is properly translated.

Improvements for inventory grids (RTC-32289)

• The performance of Stock movements and Stock status grids is greatly improved.
• The performance of exporting data to Excel in Stock movements and Stock status is greatly improved.
• Exporting data to Excel in Transaction log no longer wrongly includes Sale and Stock balance import transactions.
• The item number column in Transaction log works correctly and displays proper data.

Link from transactions log to stock movement (RTC-31604)

The user is able to move from transactions view to the stock movement view by selecting a link from quantity column.

GLN for stores (RTC-30062)

Store GLN is displayed in the Inventory management - "Store GLN" and "To-From Store GLN" columns, depending on the view. Store GLN is also exported to Excel by "FileExporter" job and to JSON file by "Export" job, when there are some changes in the stock occurring (e.g. new transaction).

Improvements to store, color and size pickers' behavior (RTC-32716)

• User can search for stores by inputting the store name or store number.
• User can search for colors and sizes by inputting their name.

Minor improvements to the "New stocktaking" view (RTC-32716)

• The form displays messages for required fields which are not filled.

Display To-From Store with store number and store name (RTC-31977)

"To-From Store No." and "To-From Store Name" columns in stock transactions were merged into one, named "To-From Store" displaying store number and name. "To-From Store No." column in transactions log has been changed into "To-From Store" which displays store number and name. All of those changes were applied also for transactions exported to Excel

Add count list to stocktaking (RTC-31826)

Single count list or multiple count lists can be assigned to the active stocktaking.
Count list cannot be assigned to the stocktaking:

• When there is no active stocktaking in store;
• When count lists from different stores are selected;
• When it's already assigned to the stocktaking.

Import of count lists (RTC-31822)

Count list created in POS and InStore App are imported to the Inventory module via POSLog transactions.
PosLogProcessor job reads POSLogs with TransactionType="Inventory" and creates Inventory.CountList.Import blobs, that are published to BatchToProcess. Those events are imported to the InventoryService database via StagingImport job.
Finally StagingMerger job reads Inventory.CountList.Import events from InventoryService database and creates Count List in Inventory Module.

The count list can be directly published to the BatchToProcess via file service as proper Inventory.CountList.Import json files.
Details about Inventory.CountList.Import event can be found in the Inventory Service swagger.

A count list can contain a maximum of 10 000 lines.

Number of decimals on stock quantity returned from inventory service (RTC-32939)

Inventory service returns the same values on stock quantity as in the Inventory database, but with removed decimal zeros at the end. It works for all available units.

Cost price and stock value are properly returned in get stock response (RTC-31945)

• Cost price is equal to:
  • Weighted cost price, if it is present;
  • Net cost, if weighted cost price is not present and net cost is present;
  • 0 in other cases.
• Stock value = cost price * instock.

User permissions for stocktaking (RTC-31445)

Permissions for stocktaking can be defined for user roles.

Stocktaking beta version (RTC-31493)

Inventory module contains grids for stocktakings and stocktaking result. Please note that this is an early beta version of this feature, and that stocktaking will be ready for acceptance test later in 2023.

Stocktaking proof of concept contains  (RTC-31751)

• Stocktaking's views (not final)
• Permissions;
• Links from stocktakings' view, to the results' view;
• simple wizard to create periodic stocktaking in selected store.

Export of weighted cost price (RTC-30450)

Weighted cost price (WCP) is exported separately. If there is only change in stock (at least one of these columns: QuantityInStock, QuantityReserved, QuantityOrdered, QuantityPutAway, LocationId) without affecting WCP, then only stock status is exported. If there is only change in WCP, then only WCP is exported. If WCP=0 or it is changed to 0, then WCP is not exported as well.

Item transaction grid improvements (RTC-25534)

The following changes were implemented:

• Grid filtering of date and transaction type was added and it is now supported to mix it with panel filters.
• Transactions log export to Excel is executed by job.
• Transaction type is exported to Excel as a text.

Order numbers (RTC-32261)

OrderNo, SupplierOrderNo and ExternalOrderNo from GoodsReceipt transaction are properly saved on ItemTransactionLine level in InventoryService database.

Cleanup job (RTC-31439)

InventoryDataCleanup job is included in the InventoryIntegrationPackage.
The job deletes old processed transactions:

Using default settings, transactions references older than 3 days are cleaned up once a day.

Main supplier (RTC-31492)

Main supplier is assigned and displayed for every transaction created.

Update of item transactions (RTC-31113)

If both identifiers StoreNumber and ExternalStoreNumber are present in item transaction event, then store will be resolved by store number only.

Only StoreNumber is extracted from POSLog to the item transaction events. External store number is skipped in POSLogProcessing.

Update of item transactions (RTC-28028)

External refences of processed transactions are stored in [Inventory].[ProcessedTransaction] table.
If a transaction comes with already existing external reference in this table, then the processing of this transaction is skipped.

Reason/action codes and language changes (RTC-30933)

Reason code field is displayed above action code in the new transaction modal.
Reason and action code fields are automatically prefilled, if there is only one code active or existing code.
Small improvements in Swedish translations.

Minor improvements to the Status tab in Stock details view: (RTC-30737)

• Donut chart - available part on the chart is thicker than the other parts and value in the middle of the chart is adjusted
• Displaying numbers - decimals in the table and on the chart are displayed in the same way
• Size picker in the breadcrumb is no longer cut
• Pickers for items with no size/color available - removed size/color grid and dropdowns for non-model items

View item transactions per item (RTC-31429)

Stock balance and sales transactions are shown in view for transactions per item, also when using filter panel.

View transaction log (RTC-31429)

Imported stock balance and sales are not available in filter panel for transaction log.

Fix: Show store number and name (RTC-30944)

• When an item has stock in only one store, then a store label with proper store's name and number is displayed;
• For store users - store label with proper store's name and number is displayed.

Supplier number is displayed in both Transaction log and Stock status views - grids were displaying wrong value from database (OrganizationNumber instead of ExternalSupplierNo).

Transaction logs performance (RTC-30106)

Transaction logs performance is improved significantly. The view is loaded under 500ms for 5 millions of rows in database.

Reservation field in Stock Status (RTC-29562)

Field "Quantity reserved" was added to the Stock Status grid

Create breakage from UI (RTC-30097)

New transaction modal was implemented and it allows user to create breakage transactions in the UI from "Stock status" and "Transactions log" views

Store Management (RTC-29835)

Adding new columns: Gln and UseInventory to [Chain].[Store] table and new table [Chain].[StoreRelatedStore] in order to link stores with other related stores. 

After creating or updating the store in Store Management, values of Gln, UseInventory flag, related stores, profile, region and teams are correctly updated in the database based on information from an event from StoreService.

"Export job" has been extended to export stock. It publishes Inventory.StockStatus.Export events to both - BatchToProcess service bus topic and BatchToProcess container in Azure storage.

Non stock items (RTC-28406)
Stock for non stock items, in InventoryService marked as "TrackStock=0", is not updated while processing item or sale transactions. 

Reason code resolved (RTC-28645)
Reason and action codes are now properly resolved for each transaction type. 

Export reason codes (RTC-25406)
Export job have been added to the "InventoryIntegrationPackage". It exports data that has been modified recently. Job is based on change tracking tables in the database. It publishes data as blobs to the "BatchToProcess" topic. Job is by default executed every minute. 

Export job right now supports reason codes, it publishes "Inventory.ReasonCode.Export" event to both "BatchToProcess" bus topic and "BatchToProcess" container in Azure storage. 

Skip transactions (RTC-28556)
Receipts without lines or with all voided lines are skipped and events with those receipts are not published to the Inventory Service database.

Complaint transaction processing (RTC-27673, RTC-27340)
Added support for Complaint transactions when returning defect items. 

Support for Internal use transaction has been added to PosLogProcessing and ItemTransactionImport jobs.
Incoming poslogs with TransactionType="ReturnDefectItem" are properly processed and saved to the staging tables in Inventory Service.

ItemTransactionMerger support for Complaint transactions has been added. Complaint transactions are created in InventoryService and stocks are properly updated.

Stock Status (RTC-27495)
Added new item transaction type: StockStatus

This transaction type overrides stock value instead of adjusting the stock values.
Will be used when adding stock from third party stock master or correcting stock status. 

Stock update (RTC-27312)

ItemTransactionMerger job has been extended with stock update logic:

• When item has stock in InventoryService, then stock for this item in sender store is properly update with stock value from incoming transaction;
• When item has no stock in InventoryService, then new entry for this item and sender store is created with stock value taken from incoming transaction.

The stock changes from StockAdjustment transactions are properly registered and updated in InventoryService.

Sales transaction processing (RTC-27311 ,RTC-27313)

Added support of processing receipts with type sale, updating stock in Inventory module based on sold amount. 

Support for Sale transaction has been added to POSLogProcessing and ItemTransactionImport jobs.
Incoming POSLogs with TransactionType="Normal" and with valid RetailTransaction content are properly processed and saved to the staging tables in Inventory Service.

The items' stock is properly updated in InventoryService based on sales transaction data.
Sales data is read from staging tables, processed and properly saved in the InventoryService database
Item transactions are created in each job's run,  single item transaction has all items with aggregated stocks within single store from all read events.

Internal Use transactions (RTC-27671)

ItemTransactionMerger support for InternalUse transactions has been added. InternalUse transactions are created in InventoryService and stocks are properly updated.

Grid view of items and stock levels (RTC-22717)

Added grid view allows user to see, filter and sort stock of items. 
File exporter job has been added to the InventoryIntegrationPackage. It exports stock to excel and saves them into blob container named "Inventory"
Note: Function "Export to Excel" requires additional setup before enabled in each environment.