Company: Link Technologies
Case No: L12933. Project: 14.90: LinkSOFT Version 14.90 - July 2023
Logged By: Sanjay (Link Technologies) on 04 Aug 2023 09:04AM
Priority: Low
Product: Point of Sale
Group: Enhancement
Time Taken: 87.00 (Weight: 40.00)
Version: 14.90.0829
Assigned To: Sanjay (Link Technologies)
Circulation: Sanjay
Resolve By: Friday, 18 August 2023 09:37 AM [257 days since logged date]
Status: Closed
Subject: Inventory Stock Recompute design change - Use Inventory Valuation values
Summary:    

Part A - Pre-requisite

  1. Inventory Valuation calculates and stores the In-Stock amount for each item for each period, using Process Code POS012
  2. The Inventory IN-STOCK process recalculates the IN-STOCK amount using transactions, using Process Code POS017

Part B - Change

In Process POS017, we can use the values stored in the "Inventory Valuation" table for "CLOSED Periods" and compute the OPEN period amounts using transactional data. This will have two benefits:

  1. In-Stock Calculate will only have to use OPEN Period Transactions saving computational effort and time
  2. Since Valuation Data is correct, we will save time by using existing Known Data

Part C - Risks and Issues:

  1. The Valuation data stored in the database needs to be correct
Audit Notes:Edited by sanjay on 08/08/23 11:09. Edited by sanjay on 07/08/23 16:11. Edited by sanjay on 07/08/23 15:34. Edited by sanjay on 07/08/23 14:40. 
04 Aug 202301:59PM Comment 1 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-08-2023 01:58 PM Time Taken: 11.00

Added a new function (LT_INV_GetInStockAsAtFromValuation_fx) to calculate IN_STOCK using the Valuation table.

Next steps:

  1. UAT and verify correct stock levels are returned
  2. Document process and recommendations around where this is used

07 Aug 202311:58AM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-08-2023 11:58 AM Time Taken: 6.00
Added logging at Inventory MasterFile NOTES to show the IN-STOCK changes

07 Aug 202303:34PM Comment 3 by Sanjay (Link Technologies) Case L12933 added to project 14.90
07 Aug 202303:47PM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-08-2023 03:46 PM Time Taken: 12.00 Notes: ETC extended from: 04/08/2023 to 11/08/2023
PART A - Development work for this case has been completed.

1. The change will be available in version: 114.90.0807

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Added Parameters to Process POS010: "ReComputeSaleItemAvailableQuantity" to allow recompute based on the following input parameters:
    1. Item Category Code
    2. Item Number
    3. Location Code
    4. When Stock is Greater than a certain amount
    5. When Stock is Less than a certain amount
  2. Users can now set these parameters and allow Stock Recompute to be based on these filters

3. Affected Areas:

  1. Process: Replication General Process. This process is used to perform replication background tasks. Refer to the rules configured. Recommended Frequency: Every Minute [POS010] 

4. The issue was caused by:

  1. Improvement

5. Other Relevant Notes
6. Next Step
 (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


14 Aug 202310:47AM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 18-08-2023 09:37 AM Time Taken: 42.00 Notes: ETC extended from: 11/08/2023 to 18/08/2023
PART A - Development work for this case has been completed.

1. The change will be available in version: 14.90.230810

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Changed Inventory "In-Stock" recompute to work as follows:
    1. Pick up the "IN-Stock" amount from the last "Completed" valuation
    2. Compute, Using Transactions, the remainder of the days
    3. Example. Let's say you want to recompute the "IN-STOCK" amount as of the 15th of June 2023, and valuation has been completed as of the 30th of May 2023.
      1. We get the Balance as of 30th May from Valuation
      2. We compute, using transactions, the movement between 1st June and 15th June
      3. Add 2.1.3.1 and 2.1.3.2 together to get the "in-stock" as of 15th June

3. Affected Areas:

  1. Process "POS017" - Recompute In Stock

4. The issue was caused by:

  1. Performance Improvement
  2. Allow ability to delete Inventory Transactions and not have an effect on IN-Stock recalculation

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


14 Aug 202310:53AM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 18-08-2023 10:51 AM Time Taken: 16.00
The following tests were performed:

Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Re-calculate IN STock and verify that the system uses Valuation "In-Stock" and "Cost" instead of Transactions

Pass

Environment Details

  1. OS version: Win11
  2. Application version: 14.90.230814
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12933 in the subject line of all emails regarding this issue.

Document size: 12.2 KB
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