To account for the damage Items in the system was Implemented Grade of Damage principle. For the whole chain of Item damage accounting was added the following functionality:
Dictionary
New Dictionary “Grade of Damage” was added to the top menu “Dictionaries”. User is able to delete only Grade of damage that hasn’t been used in the system previously. Grade of Damage name should be unique.
Item Receipt
On the IR edit form to the Damaged value add three dots to display “Grade of Damage” popup:
- “Grade of Damage” popup
- Damaged Units. Value is taken from entered on the Item Receipt edit form damaged Qty
- RMA Units. RMA Units = Damaged Units – sum (Qty in the datagrid of popup)
- Delete button. After clicking the button, the current row will be deleted and RMA Units value will be increased on the deleted Qty
- Datagrid. Sum (sum (Qty in the datagrid of popup) + RMA Units) shouldn’t be greater than Damaged Units. If it is greater then the warning message will be displayed. If Grade of Damaged was specified for determined Qty then for this Qty won’t be created RMA. RMA will be created on the “RMA Units” Qty value after Saving IR.
- If damage type was specified then after clicking Save button on the IC edit form Item Return and Credit RMA won’t be created for this Qty. Item will be marked as damaged and allocated to Store.
- If the Grade of Damage wasn’t specified for some Qty then after clicking Save button on the IR edit form (according to the existing flow):
- Item Return will be created on the damaged Items without specified Grade of Damage
- Credit RMA will be created on these damaged Items
- These Damaged Items will be marked as Damaged on the “In Stock” Panel,
- in Transaction History type of transaction for damaged Items – Out
Item List form
After receiving the damaged Item with a specified grade of damage:
- this Item Qty will be considered as “In stock” Qty
- IR with damaged Item will be displayed on “In Stock” Panel and marked with icon
- icon for the damaged Items will be displayed on the all tabs of Available panel
- if Items in one IR were damaged partially then Qty in the tooltip of the Warning icon will be divided into separate lines on the “In Stock” panel. In one line – non damaged Items Qty, in the second one – damaged Items Qty with icon
Current Availability form
- Totals. Added “Damaged Qty” to the Available block. Damaged Qty = sum (Damaged Qty from the datagrid)
- “Use damaged in stock” tab on the “Current Availability” form will be displayed if:
- Item on the SO edit form contains damaged Items
- On the “Current Availability” form (from SO edit form) was chosen option “Use in Stock Qty” or “Use in Stock Qty & Reserve from existing PO” or “Use in Stock and Create PO request”
- Rules:
- damaged Items won’t be reserved automatically from Stock if any damaged Item wasn’t reserved manually on the “Current Availability” form
- if was selected “Use in Stock Qty” radiobutton then if Qty in stock < Ordered and Qty in stock + Damaged Qty > = Ordered will be the message: “Use in stock Qty isn’t enough, use Damaged Qty”
- if Qty in stock = 0 then “Use in Stock” tab should be hidden and the message will be displayed “Use in stock Qty isn’t enough, use Damaged Qty”
- if was selected Use in Stock Qty & Reserve from existing PO” or “Use in Stock and Create PO request” then
messages won’t be displayed. If Reserved qty < Ordered for the left Qty will be created PO Request or Reserve from existing PO
- Totals
- “Damaged Qty” = sum (“Reserved Qty” column on Use Damage in Stock)
- Use in stock = sum (“Reserved Qty” column on Use in Stock)
- Reserve from PO qty = sum (“Reserved Qty” column on existing PO)
- Total = Damaged Qty+ Use in stock + Reserve from PO qty