EST 295941 LD-8QNJQH Create Portal Inbound Confirmation screen
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CHANGE REQUEST ESTIMATE |
| Client | DHL | Project | EMEA | Site | HC-CTI |
| Client Reference | LD-8QNJQH | Aptean Reference | 295941 | Estimate Version | 1.0 |
| Prepared By | Tony Walker | Estimate Date | 31/01/12 | ||
| Invoice Reference | PO-8902001 | Priority | 3 | ||
| Customer | Various | System Version | Portal: 4.3 | ||
| Client Request |
| As per FS 294817, SCR-294817-1: Create Portal Inbound Confirmation screen Please take under consideration all comments for this section from attached "CT Global Order Well v0 3 - initial spec.rtf" |
| Aptean Solution |
| A screen is required to update receipts.
The preadvice will be created in CALIDUS WMS by the Cherwell staff, either manually (for returns and direct supplier deliveries) or automatically (from Inter-Warehouse Transfers from the central Cherwell warehouse). The preadvice is created in the depot warehouse with Serial Number information. A new screen within CALIDUS Portal will display a list of all available GRNs for that depot (warehouse). A number of filters will be available for the users to filter what is displayed:
The filters will default to all incomplete receipts for all studies. The screen will limit the number of preadvices displayed on the grid to a reasonable number (e.g. 20), with buttons to fetch the next/previous pages of data. The details displayed for GRNs found will be:
Note that the operation also discussed a 'Ready To Use' column, but that this was rejected by the meeting, as the functionality had little use. The Alert icon can be clicked - this will display all Emails/Problems raised against the Goods Receipt in a pop-up window.
Clicking on a grid row will display the message details in an area below the screen. When a GRN has been selected in the Portal screen, the system will display a details screen. This screen shows header information for the GRN (as per the previous screen) plus the Instructions field from the WMS GRN screen. A detailed grid will show the detailed product information:
A Print button is available to print the Preadvice List - this will be a simple screen displayed within Portal showing the details against the products, and all the required serial numbers. The depot will print this list direct from their browser. The users will then receive the goods. If there is any issue with the receipt, the user will report a problem by pressing a Report Problem button provided for this purpose. On pressing this button, the screen will display a confirmation dialogue, displaying the GRN information, requesting that the user confirm that they are reporting an issue. The user's name should be prominently displayed on this dialogue, ensuring that they are aware that they are responsible for this process. Pressing No will return to the GRN detail form. Pressing Yes on the screen will allow the user to enter details of an email. The Email recipient and some of the details will be pre-set on the form. On clicking OK, the email will be sent to the central contact email from the central Portal system. The details of the email will also be saved in CALIDUS WMS on a new table created for this purpose. The central contact email will be set up against the users' group within CALIDUS Portal.
If a GRN has a problem identified against it, the GRN should be highlighted in the GRN select grid with an Alert icon against it. If so, this GRN can no longer be actioned by the Depot staff, but clicking on the icon should display the details of the problem reported. If there is no problem with a GRN receipt, the users will press a button to update the GRN. Again, a confirmation dialogue will be displayed, showing the GRN details and the user name, as before. If the user confirms that they wish to go ahead with the GRN confirmation, the system will create all pallets in their default putaway locations with all preadvised serial numbers received as if 100%. The screen will also mark the GRN as putaway confirmed. Standard processing (automatically holding the stock until the temperature has been confirmed) will remain in place. When a supplier is going to send stock direct into the depots without routing through Cherwell, the Cherwell users will manually create a preadvice with all serial numbers. Once created, this will appear on the GRN list within CALIDUS Portal. It was discussed that an email be sent to each depot, once per day, indicating the preadvices arriving in on that day. The meeting rejected the proposal, as this either encouraged lazy processes, or the messages will simply be ignored. It was also noted that the Business Requirements Document (section 9.4.1) suggested that Carrier, Temp, Packaging and Monitor requirements were to be preadvised. The meeting decided that this was probably not required, but that this should be confirmed by the operation (Lukasz Danel of the DHL team has confirmed this on 27/01/2012). |
Note: This functionality will also be added to the Goods Receipt Confirmation screen within CALIDUS WMS. The option will, when clicked, display all messages linked to that GRN within the system in a grid.
The row will show:
 Warning: | Unknown costs for client/year (DHL/2012) |
| Cost Details | |||
| Activity | Hours | Rate per hour (£) | Cost (£ Exc. VAT) |
| Requirements | 0.00 | 0.00 | £0.00 |
| Change Request Evaluation | 0.00 | 0.00 | £0.00 |
| Functional Specification | 2.00 | 0.00 | £0.00 |
| Technical Specification | 0.00 | 0.00 | £0.00 |
| Development | 14.00 | 0.00 | £0.00 |
| Testing and Release | 3.00 | 0.00 | £0.00 |
| Implementation | 0.00 | 0.00 | £0.00 |
| TOTAL | 19.00 | £0.00 | |
| Estimate excludes training, release to live and go live support. |
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Copyright © Aptean 2012. |
