| Subject: | New Feature - Separate Access for Inventory Adjustment In and Adjustment Out |
| Summary: | Bula Team,
We have received the below request from Laucala Bay Pharmacy as a New Feature.
Feature: Separate Access for Inventory Adjustment In and Adjustment Out
Business Scenario 1
Company A is a Bakery Retail outlet. Their operating hours are from 9.00 am to 4.00 pm. Baking is done in the outlet between 12.00 am to 6.00 am daily. They do not stock the Ingredients in the POS system and also don't use the Kit feature due to the conversion factor not being accurate in the Bakery industry as;- There is a lot of wastage of ingredients
- Ingredients are measured in grams which is hard to maintain
- Ingredients usage may not be exact to grams mentioned in the formula (kit setup)
Once baking is completed, the Supervisor arrives at 8.00 am, does the Stocktake to balance all the ingredients, and uses the Production sheets to do Inventory Adjustment In of the finished Goods. The shop operates normal as they are able to process sales of all finished goods in the system.
After 4.00 pm once the Bakery is closed. The Accountant does the Stocktake, balances the Daily sales, and does Inventory Adjustment Out for the leftover of the Products from the system as this cannot be used the next day. The Roles are separated by 2 staff to control theft.
Business Scenario 2
Company A and Company B are registered businesses and are sister companies as the owners are family members. Both companies are using the same system however it is not linked as they are registered with separate TIN numbers and Company Names.
Both companies borrow stock from each other when they fall short or the delivery from the supplier is late. Since they are family members they trust the person will return the stock once they get the supply. They use Inventory Adjustment In and Out so that a document can be generated for what is borrowed.
At both Companies, the Stock Clerk's responsibility is only related to stock dispatch (Inventory Adjustment Out). Once the stock is returned from the other Company, the Store Manager verifies the stock and does the Inventory Adjustment In. This way there is a separation of duties and theft is prevented.
Regards
Vineshwar Prasad |
| Audit Notes: | Edited by alvis on 25/05/20 15:21. Edited by alvis on 25/05/20 15:21. Edited by sanjay on 25/05/20 14:07. |
| 15 May 2020 | 02:46PM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-05-2020 02:45 PM Time Taken: 1.00 |
| Hi Sanjay, Case assigned for development as per "Go To Meeting" with Sanjay, Sitla and Vinesh. |
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| 25 May 2020 | 02:06PM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 26-05-2020 02:05 PM |
| Approved to proceed |
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| 25 May 2020 | 02:07PM Comment 3 by Sanjay (Link Technologies) Case L11978 added to project 11.5 |
| 25 May 2020 | 03:21PM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 26-05-2020 02:54 PM Time Taken: 2.00 |
| Development work for this case has been completed. The change will be available in version:11.5.0525 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Added security access for "Adjustment IN" and "Adjustment OUT"
- Implemented security when entering an adjustment
2. Affected Areas: - Inventory Stock Adjustment
3. The issue was caused by: - Improvement
4. Notes:
5. Next Step: UAT |
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| 29 May 2020 | 01:17PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 02-06-2020 01:06 PM 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 | User admin has access to below securities - Can create items for "Adjustment IN" in menu Inventory Stock Adjustment
- Can create items for "Adjustment OUT" in menu Inventory Stock Adjustment
- On the stock adjustment menu, add an adjustment for location "Retails" as below
- Product = PNT01 , Direction = In, Quantity = 10
- Product = PNT02 , Direction = Out, Quantity = 10
- This should be allowed for the user
| Pass | | 2 | Disable access for "Can create items for "Adjustment IN" in menu Inventory Stock Adjustment"On the stock adjustment menu, add an adjustment for location "Retails" as below - Product = PNT01 , Direction = In, Quantity = 10
- This should NOT be allowed for the user
| Pass | | 3 | Disable access for "Can create items for "Adjustment OUT" in menu Inventory Stock Adjustment"On the stock adjustment menu, add an adjustment for location "Retails" as below - Product = PNT02 , Direction = Out, Quantity = 10
- This should NOT be allowed for the user
| Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.5.0528
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Documentation
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| 01 Jun 2020 | 10:18AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 02-06-2020 10:14 AM Time Taken: 1.00 |
| Hi Sanjay, Documentation has been updated at LinkSOFT\LinkWebApplicationsPortal\Global Administration\Security_Controls.htm Thanks
Rashna |
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