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Orders Awaiting Delivery - Functional Specifications
Overview
Purpose
Following the structure of Orders Awaiting Invoice Report (Sales Management || Analysis Tools || Orders Awaiting Invoice Report), create a report that shows the information about the sales that are awaiting (pending) to be delivered (shipped).
Data to be displayed in this report are:
- From To (Subtitle)
- Organization (Level 1)
- Business Partner (Level 2)
- Order Doc Number (Level 3)
- Order Date (Level 3)
- Delivery Date (Level 3)
- Delivery Terms (Level 3)
- Delivery Location (Level 3)
- Product (Level 4)
- Ordered Quantity UOM (c_orderline.qtyordered || c_uom.name: Quantity ordered) (Level 4)
- Pending Quantity UOM ((c_orderline.qtyordered - c_orderline.qtydelivered) || c_uom.name: Quantity pending to be delivered) (Level 4)
- Quantity in Stock UOM ((m_storage_detail.qtyonhand) || c_uom.name: Quantity in Stock) (Level 4)
Other data that could be shown:
- Pre-Quantity (m_storage_detail.preqty: Transactions in draft status) (Level 4)
- Pending Receipts (m_storage_pending.qtyordered: Sum of all quantities which have been purchased but not received) (Level 4)
- Pending Shipments (m_storage_pending.qtyreserved: Sum of all quantities which have been sold but not received) (Level 4)
The filter window will require the following fields and buttons:
- From Date: date selector to filter by the order date.
- To Date: date selector to filter by the order date.
- Business Partner: order business partner selector.
- Delivery Terms: a drop-down that displays all the possible delivery terms (After Receipt, Availability, Complete Line, Complete Order)
- Organization: drop-down listing all the organizations that user's role has access to.
- Order Document No.: text box for entering the complete or partial order document number (sales order document number in our Openbravo ERP system).
- Order Reference: text box for entering the complete or partial order reference (purchase order document number in customer's information system).
- HTML Format: button to display the report in a new window in HTML format.
- PDF Format: button to display the report in a new window in PDF format.
Scope
This feature will only be adding a report: no existing Openbravo ERP functionality will be modified.
Functional Requirements
User roles & profiles
- Sales Managers
- Sales Managers, mainly asked by their customers, are interested in knowing if sales orders have being already shipped or not. For this purpose, they report orders awaiting delivery showing each product line of each sale order with its quantity ordered, its quantity pending to be delivered and the quantity of this product on stock.
Business process definition
- Create a new sales order with 3 lines.
- Ship part of the first 2 lines of the previous sales order.
- Report orders awaiting delivery (shipment).
User stories
Jimmy, the sales manager of a T-Shirt company, is receiving a call from a customer which asks him for the status of its order number 8978634-FXJ composed by:
- 10 boxes of XL Black T-Shirts
- 20 units of L Red T-Shirts
- 25 units of M Black T-Shirts
Jimmy reports orders awaiting delivery introducing customer's order number 8978634-FXJ in the filter window and retrieves the following detail data:
| Product | Ordered Quantity | Pending Quantity | Quantity on hand |
|---|---|---|---|
| T-Shirt Black XL | 10 Box | 0 Box | 30 Box |
| T-Shirt Red L | 20 Unit | 5 Unit | 20 Unit |
| T-Shirt Black M | 25 Unit | 15 Unit | 10 Unit |
With this information, Jimmy can tell his customer that:
- All XL Black T-Shirts boxes have already been shipped.
- 5 L Red T-Shirts are pending to be shipped and he will manage to do it as soon as possible.
- 15 M Black T-Shirts are pending to be shipped and he will manage to send him 10 as soon as possible, but the 5 pending will have to wait until more stock is available.
After talking to his customer, Jimmy can talk to the production manager to see when will those 5 pending M Black T-Shirts will be made.
Functional requirements based on business processes
| Num | Requirement | Importance | Status |
|---|---|---|---|
| 1.1 | HTML filter window with the following fields and buttons:
| Must have | Complete |
| 1.2 | A check that To Date is greater or equal to From Date when entering the values. | Must have | Complete |
| 1.3 | Order Document No. and Order Reference filters will not look for the exact match but for a similar match: c_order.documentno LIKE UPPER('%'text_typed'%') | Must have | Complete |
| Num | Requirement | Importance | Status |
|---|---|---|---|
| 2.1 | The report must show:
| Must have | Complete |
| 2.2 | If any of the data shown has a translation into user's language (product name, delivery terms, etc...) it must appear translated. | Must have | Complete |
| 2.3 | If an order has been completely shipped, it will not appear in the report. | Must have | Complete |
| 2.4 | If an order has been partially shipped, all the lines will appear, even those which has been totally shipped. | Must have | Complete |
User Interface Mockups
- Menu entry
- Filter window
- Report
Technical Requirements
This report will be designed using iReport 3.0.0.
Open Discussion Items
Closed Discussion Items
- Would it be useful to have Document No. (sales order document number in our Openbravo ERP system) filter field? Customer may call us asking for an order with document number XXX (in our Openbravo ERP system). PMA: Good idea
- Would it be useful to have Order Reference (purchase order document number in customer's information system) filter field? Customer may call asking for an order with document number YYY (in customer's information system). PMA: Good Idea
- Would it be useful to display the shipping company? In case that a sale order has been shipped and has not arrived to the customer, we can call the shipping company to see if there was a problem. PMA: No (?) (These Sales Order have been shipped so they won't appear in this report)
- Would it be useful to display the UOM name in the report? PMA: Can we concatenate the UOM to the quantity, in order not to make the report to heavy?