| Subject: | Allow users to change "Location" when a "Purchase Order" when status is "New" |
| Summary: | Business Scenario: - Serendib Investment has 6 Branches.
- Purchase orders are created at the Headoffice.
- Inventory Items purchased from a Supplier are the same throughout the Locations therefore once a Purchase Order is created for Location 1, the same Purchase Order is then copied for Location 2, 3, 4, etc.
- The reason each location has its own Purchase Order so that delivery can be done at specific Locations.
Due to the above-mentioned, currently, users have to create the whole Purchase Order for each Location which could have more than 50 Inventory Items. This becomes a tedious task for the Purchasing Clerk.
Line items will need to be recomputed if the PO location is changed. |
| Audit Notes: | Edited by sanjay on 29/04/21 16:30. Edited by rashna on 13/04/21 11:36. Edited by rashna on 12/04/21 13:19. Edited by rashna on 12/04/21 13:12. Edited by rashna on 12/04/21 13:06. Edited by rashna on 26/02/21 10:19. Edited by sanjay on 26/02/21 08:51. Edited by rashna on 25/02/21 16:50. Edited by alvis on 25/02/21 10:49. Edited by rashna on 25/02/21 10:26. Edited by rashna on 25/02/21 10:26. Edited by rashna on 12/01/21 12:45. |
| 12 Jan 2021 | 12:45PM Comment 1 by Rashna (Edge Business Solutions) Case L12136 added to project 12.4 |
| 25 Feb 2021 | 10:26AM Comment 2 by Rashna (Edge Business Solutions) ETC was changed from 11/01/2021 to 11/01/2021 |
| 25 Feb 2021 | 10:26AM Comment 3 by Rashna (Edge Business Solutions) ETC was changed from 11/01/2021 to 19/03/2021 |
| 25 Feb 2021 | 04:49PM Comment 4 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 26-02-2021 04:09 PM Time Taken: 1.00 Notes: Edited by alvis on 21/04/21 13:33. Edited by alvis on 25/02/21 16:53. |
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PART A - Issue Analysis
1. The following changes will be required:
a. Change the order form to allow editing location b. Based on the user's security access "PU005-6 Can add inventory items that are not in the purchase order location in menu Inventory -> Purchase Order", if there are items that are not in the changed location then the system should raise this as validation. c. Change the posting account based on masterfile location
d. Relink product matrix items to new location
2. Affected Areas:
a. Inventory -> Purchase Order
3. The issue was caused by: change request
Is there a significant change in the effort to complete this case: no Next Step: proceed with the development
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| 13 Apr 2021 | 11:36AM Comment 5 by Rashna (Edge Business Solutions) ETC was changed from 19/03/2021 to 30/04/2021 |
| 21 Apr 2021 | 02:10PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-04-2021 02:09 PM Time Taken: 1.00 |
| PART A - Development work for this case has been completed. 1. The change will be available in version:12.41.0421 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): a. Change the order form to allow editing location b. Based on the user's security access "PU005-6 Can add inventory items that are not in the purchase order location in menu Inventory -> Purchase Order", if there are items that are not in the changed location then the system should raise this as validation. c. Change the posting account based on masterfile location
d. Relink product matrix items to new location
3. Affected Areas: - Purchase Order Entry screen
4. The issue was caused by: - improvement
5. Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): ---------------------- PART B - Development Reference (Place descriptor for objects changed): 1. Changes implemented was according to the approved design (Y/N): 2. Other relevant notes: ------------------------
Instructions:
Before Development is started, ensure the following is ready:
1. The case has a clear definition of the issue or change required
2. A test plan is in place
3. Change has been approved by Sanjay
Note:
a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
b. UAT is performed using the installation provided |
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| 27 Apr 2021 | 10:37AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2021 10:10 AM Time Taken: 1.00 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | | 1 | Create a purchase order : - Item - P00008 (Product Matrix)
- Location - Retail
- Posting Account - Retail
- Copy the PO, validate that the "Location" is editable in the header
| Pass | | 2 | - Change the location for the PO to "MAIN"
- The posting account for "MAIN" is "WHOLESALE"
- Validate that the PO, posting account is also updated to "WHOLESALE"
| Pass | | 3 |
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| | 4 | - Create a new item P00003 for location "Retail".
- Enable configuration "PU005-6 Can add inventory items that are not in the purchase order location in menu Inventory -> Purchase Order" - User should be able to add item P00003 to the PO in 2 above.
- Disable configuration "PU005-6 Can add inventory items that are not in the purchase order location in menu Inventory -> Purchase Order" - User should be NOT able to add item P00003 to the PO in 2 above.
| Pass | | 5 | Validate that the "Product Matrix" item is relinked to the location "MAIN" based on item 2 above | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 12.40.0426RC1
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-124
Next Step: - For Closure
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| 27 Apr 2021 | 11:00AM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2021 11:00 AM |
| Thanks Rashna |
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