Order Management System. What's new
← Version 1.30.161.0

Markers functionality and UI

Added ability to use Markers for Production forecast and request.

Markers in OMS system – is dimension type for correct Inventory reservation, Production Request, and Assembly Orders creation

WEB

Link Dimension to BOM

  • If Assembly Item was created as Dimension set template (Dimension set is checked on) then in BOM table is possible to add Inventory Item Set, and Item drop-down contains Inventory Set items.
  • if in BOM table was selected Item set then after clicking on the Save button will be generated list of items based on Assembly item dimensions:
    • if Assembly item dimensions = dimensions for the item in BOM Inventory item set -> in newly generated item instead of BOM item set will be proper item from selected item set
    • if Assembly item dimensions != dimensions for the items in BOM item set -> nothing should be added to the BOM instead of Item set -> line item will be empty
  • Use Marker dimension checkbox. If checkbox is checked then on Production Assembly Item, qty for BOM should be taken from linked marker

Marker

  • Marker list form is in the separated module.
  • After clicking on the “Add marker” button, the new Marker panel will be opened
  • Marker Panel. User is able to specify the following parameters on the panel: Marker Name, Length, UOM set, set, Item set, Dimension, Style.

Desktop

“Create Marker Prod. Request” button is added to the Production Scheduled. After clicking on the button,  “Create Marker Production Request” panel will be opened.

  • “Add Items” panel
    • On the Panel User is able to set the following data: Item Set, Dimensions, “Add Items” button (after clicking on the button, to the Item list/Assign marker data grids will be added items according to the selected Item set and dimensions)
  • “Item List” tab

    • on the “Item List” tab: Split Qty for applying Markers according to set percentage.
    • On the datagrid:
      • Item – contains the list of assembly items,
      • Description – displays the default item description,
      • Qty – if the marker was selected and entered qty is not multiply to the Marker qty, the validation should be displayed: “Qty should be multiplied to the N”,
      • Marker – to add marker user have to go to the “Assign marker” tab
      • Split Qty – auto-populated according to the Split %and Marker qty. Once phases were added, the “N phases” label should be added. After clicking on the label, the Split Phase pop-up should be opened.
      • UOM
      • “S” icon – after clicking on the icon, the “Add Store” pop-up will be opened. “Add Store” Panel contains:
        • Available Qty – displays qty from Item List tab,
        • Receiving Store – contains list of stores in the system, if User store is empty then taken from Company settings.
        • Delivery store with Store Name, Customer, Qty (Sum of the column should equal to the Item qty).
        • “Apply” button. After clicking on the button,  the qty applied to selected stores. Once Production Request Completed: the Item Receipt will be created on the Receiving Store,  Transfer Order will be created to each delivery store from Receiving store
      • Marker Count. Marker Count = Qty / Size Marker Qty and round up
      • “Create Production Request” button. After clicking on the button,
        • if some items are checked then the Production requests will be created only for checked items for each phase -> qty in Production request will be the same as in the phase
        • if nothing is checked then the Production requests will be created for all items for each phase -> qty in Production request will be the same as in the phase
        • if on the panel was added few same items but with different markers then for each marker will be created separate Production requests
  • “Assign Marker” tab

    • Marker – contains list of markers in the system
    • Length – displays the length and UOM from the selected marker
    • Apply button
      • if nothing was checked -> Marker will be applied to all items with empty marker column and will be selected in “Marker column”
      • if some items were checked -> Marker will be applied to checked items and will be selected in “Marker column”
      • if Marker was not applied to any item, the message will be displayed: “Selected Marker does not correspond to any added item and could not be applied to them”
    • Datagrid
      • if marker is not applied then in the datagrid by default will be displayed the list of items grouped by Item set and Parent ID
        • if all items have the same dimension then Items will be in the one common group
        • if to the item set were added different markers with different dimensions then such items will be in the “Other” group
      • once marker has been applied, the items will be grouped by marker dimension style: item will be in marker dimension group if Marker dimension style = Item dimension
      • in the datagrid columns:
        • Size/Item.  Displays the selected Dimension Style from the marker.
        • Selected Marker qty. Displays the qty of the Marker style which was selected in Marker drop-down
        • Item. Displays the item name
        • Request Qty. Displays the qty from the “Item List” tab
        • Marker. Displays the Saved marker
        • Marker qty. Displays the qty from the selected marker in the Marker column
        • Min Order qty. Displays the value multiple to the Marker based on requested qty. If requested qty has been changed, the Min Order qty will be recalculated. If for all items for which have been selected specific Marker the Marker amount is not equal then the min order Qty will be recalculated according to the max Marker Amount
          • Min Order Amount = Marker Qty * max Marker Count
          • Max Marker Count should be calculated according to the Item dimensions
            if requested qty is less than min order qty, the validation should be displayed for the Requested qty field
        • Marker Count. Marker Count = Requested Qty / Size Marker Qty and round up
        • Calculation Error. Validation will be displayed if Requested Qty < Min Order Qty. Calculation Error = sum (Requested Qty) / sum (Min Order Qty) * 100 %
  • Size Chart
    • if to the items on “Item list” tab wasn’t applied any marker then the chart will be empty
    • if to the items on “Item list” tab was applied markers then on the table should be displayed:
      • Dimension Values. Displayed the list of dimensions values from the linked markers. If to the few markers linked same dimensions they should be displayed without repetition
      • Item Names. Displayed the list of Item names from “Item list” tab
      • Item Qty. Displayed Item qty at the intersection of the Item and linked Marker dimension With “S” icon. After clicking on the icon, the “Add Store” pop-up will be opened.
  • Marker Chart
    • if to the items on “Item list” tab wasn’t applied any marker then the chart will be empty
    • if to the items on “Item list” tab was applied some markers then on the table should be displayed:
      • Marker tabs. Displayed the list of markers linked to the items on “Item list” tab
      • Table with
        • Dimension Values. Displayed the list of dimensions linked to selected marker
        • Item Names. Displayed the list of item names from “Item list” tab which was added to the selected marker
        • Item Qty. Displays the Item qty at the intersection of the item and linked Marker dimension. With “S” icon. After clicking on the icon, the “Add Store” pop-up will be opened.