| Subject: | Improvement to Purchase Order Form |
| Summary: | When we implement the LINSOFT Inventory Module for a new customer or a new site the creating a Purchase Order is a big hassle. There are a total of 45 local vendors in Fiji. Of these, some provide over 1000 line items example Punjas, FMF, CJ Patel, Motibhai, Tappoos, Ashabhai. When invoices are sent, each invoice has over 500 lines. Creating these on the web, reconciling, and receiving takes over 6 hours per Purchase Order. Below were our observations from our recent implementation at Dannys Supermarket. - There is no line number on the Purchase Order form. When items are saved, these are auto arranged by Description. When there are discrepancies, the user has to search and reconcile item by item which is a very time-consuming task. Need to re-introduce line numbers at Purchase Order form
- Creating a Purchase Order from the web for 500 lines takes a user more than 4 hours. Just enter the data and save. If there is are discrepancies then this would take another 2 to 3 hours to reconcile.
Improvement Suggestions: - Create a form similar to Stock Take and Roster Edit with an Add Item Feature.
- Add line number on Purchase Order detail to ensure data is saved in the same order user has entered for reconciliation Purpose.
- Add a feature to show only the supplier items in the dropdown. Users can choose to show all items to add to the Purchase Order.
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify.
- Enter Purchase Orders, on saving the Products should be saved in the same sequence as they were entered.
- Enter a 300 line Purchase Order. Should not take more than 1 hour.
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| Audit Notes: | Edited by sanjay on 08/12/21 16:13. Edited by sanjay on 08/12/21 14:53. Edited by sanjay on 08/12/21 14:52. Edited by sanjay on 01/12/21 11:57. Edited by sanjay on 29/11/21 10:46. Edited by sanjay on 03/11/21 15:35. Edited by sanjay on 28/10/21 16:14. Edited by sanjay on 27/10/21 13:20. Edited by vineet on 26/10/21 12:08. Edited by vineet on 26/10/21 11:13. |
| 27 Oct 2021 | 01:20PM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-10-2021 05:18 PM Time Taken: 1.00 |
| Added to project 13.20 for consideration. Case will need to be re-written. |
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| 27 Oct 2021 | 01:20PM Comment 2 by Sanjay (Link Technologies) Case L12625 added to project 13.20 |
| 03 Nov 2021 | 03:35PM Comment 3 by Sanjay (Link Technologies) ETC was changed from 05/11/2021 to 05/11/2021 |
| 29 Nov 2021 | 10:46AM Comment 4 by Sanjay (Link Technologies) ETC was changed from 05/11/2021 to 10/12/2021 |
| 01 Dec 2021 | 11:57AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-12-2021 11:57 AM Time Taken: 1.00 |
| Edited case header as it had irrelevant information to this request |
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| 01 Dec 2021 | 12:00PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-12-2021 11:57 AM Time Taken: 2.00 |
| The following changes will be made in Version 13.20 with further design changes in a future release. - Add the ability to upload PO line items. This should help with the 500 to 1000 line items you frequently order
- You can do Partial Uploads as well as Misc Items upload using the upload template.
- Add the ability to select multiple lines and delete. This will allow multiple lines that need to be edited, the user can export the items to excel, edit then Upload.
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| 01 Dec 2021 | 12:02PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-12-2021 12:00 PM Time Taken: 7.00 |
| PART A - Development work for this case has been completed. 1. The change will be available in version:13.20 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Add the ability to Upload Purchase Order Details
- Added validations on Import columns
- Added ability to select and delete Multiple PO items
3. Affected Areas: - Purchase Order Details File Import
- Delete multiple Purchase Order Items at once
4. The issue was caused by: - Improvement to creating 1000 line orders
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
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| 15 Dec 2021 | 02:12PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 17-12-2021 01:54 PM Time Taken: 1.00 |
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The following tests were performed:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Create PO using Web UI and Upload 1050 lines
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| Pass
| The upload took under 2 sec
| | 2 | Edited lines, deleted multiple lines, upload another 100 lines
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| Pass
| Task took less than 4 min
| | 3 | Approved, Posted and Received
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| Pass
| Task took less than 4 min
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