FS 344084 SCR-344060-06 Product Quantity Countdown

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Oak Furniture Land

Product Quantity Countdown

CALIDUS ePOD

26th July 2017 - 0.1
Reference: FS 344084 SCR-344060-06











































Functional Overview

Client Requirement

SCR-344060-06: Product Quantity Countdown

The standard mechanism of confirmation of the quantity of a product received will be modified for this customer. This will be configurable, and will be expected to be configured for Trunk Unloading only.

The application will be modified to count each scan of a product as 1, towards the actual quantity planned to be collected or delivered of this product.

If there are shortages after the product is scanned, the operative will use the Change Quantity exception to confirm the reason the remaining quantity was not received.


Solution Overview

The unloading of product will be configured so that the warehouse operative cannot confirm the quantity by just pressing on the row on the screen - the product code must be scanned or manually entered. This is through existing configuration in the system.

A physical hardware scanner (part of the device) or the built-in application scanner (using the camera) may be used to scan the product barcode.

The product barcode is in GS1 format, and contains:

  • 91 - Agreed between suppliers - in this case this is confirmed to be the numeric Product ID, representative of the product code. This is up to 30 characters, but will predominantly be 4 numeric characters.
  • 10 - Batch or Lot Number. This is up to 20 characters, but will predominantly be 5 numeric characters.

The application will be modified to be configured to recognise and extract the GS1 data elements from the barcode scan.

The Product ID will be used to identify the product line on the product list. The quantity unloaded will be increased by 1.

As each item's barcode is scanned, the quantity will be incremented, until the actually unloaded quantity equals the planned amount, at which point the product will be considered to be fully unloaded and the product will be removed from the product list.

It is not required that each product is fully scanned before moving to the next, although this is recommended - the warehouse operative can scan items from multiple products mixed together, and each line will be incremented by 1 each time they scan the barcode.

When all quantity of product that can be found for the job have been scanned, there may be a shortage on some lines. In this case, the warehouse operative will use the Change Quantity process (below) to confirm the shortage and enter a reason code.


Scope

This change will be applied to system version 3.X.


Set-up

Pre-requisites

Menu Structure

Data

The new flag will be set against each Job Group that requires it. In this instance, this is required only against the Unloading job group.

FS 344084 Admin JobGroup1.png
Job Groups Maintenance


Functional Description

Server

Database/Data Access Layer

The following field will be added to the Job Group table EPOD_JOB_GROUPS:

  • EPL_PROD_QTY_COUNTDOWN_IND - int - default 0.

This field will be added to all stored procedures in the database that require it.

This field is required on the device, as part of the Login Response message.

This field is not required to be contained within the Export.

This field is not required to be used when filtering data for selection.


Admin Job Groups Screen

The Job Groups screen (job_group.aspx) will be changed to add this new configuration flag.

FS 344084 Admin JobGroup1.png
Job Groups Maintenance

The new configuration flag EPL_PROD_QTY_COUNTDOWN_IND will be added to the PDA tab.

This will be labelled as "Product Quantity Countdown", with the pop-up help of "If enabled, scanning or entering a product code adds 1 to the quantity being collected or delivered. If disabled, scanning the product code selects the line to confirm the quantity collected or delivered.".

This will be a drop-down list of options, defined in the database as:

  • 0 (the default value), labelled as "Disabled"
  • 1, labelled as "Enabled"


Mobile Device

Database/DAL

The following field will be added to the Job Group table EPOD_JOB_GROUPS:

  • EPL_PROD_QTY_COUNTDOWN_IND - int - default 0.

The PDA_JOB_GROUPS Data Access Layer object will be modified to support this field.

The Logon Response processor will populate this field from the data sent to the device at log on, defaulting to 0 if not present or unpopulated.


Collection/Delivery

The Collection/Delivery process (ColDel.js) will be modified to achieve this functionality.


The Products tab will be modified so that, when entering this tab, the Product Entry Text box is highlighted so that the integrated scanning will work without having to manually highlight the text box first. Additionally, having processed scanning an item, the text box will be re-highlighted.


The custom style created for Oak Furniture Land under change 344082 SCR-344060-02 will be modified to identify that the entry of product codes is through a GS1 barcode scan.

This will be achieved by adding a property to the Scan button and text entry field, to identify GS1 AI to be extracted. The property will be called "_GS1" and will have a value of the string to be extracted. In the case of this change, the value will be "91", for example: 

   _GS1 : "91"

The pattern extraction developed by 344085 SCR-344060-05 will be used for this purpose and added as a utility function - see the previous specification for details as to how this process works.

This will be configured when the screen is loaded, for efficiency purposes.

When scanning or entering a product code, the product code will be extracted by this mechanism. This is the value that will be used to compare against the product code on the product list.


The Product long press action will be modified as part of this change.

  • The long press will always be active, even if the system is configured to not allow products to be collected or delivered through screen presses, controlled through the Site flag Forced Container and Product Entry (EPL_FORCED_ENTRY).
  • The Product actions displayed will differ based on the Site flag EPL_FORCED_ENTRY and the status of the product:
    • If not complete or cancelled, the option to Deliver will not be present.
    • If not complete or cancelled and the actual quantity is 0, and Product Quantity Countdown is enabled, the option to Change Quantity will not be present.
    • If complete, the option to Change Quantity will be present.
    • If cancelled, the options to Deliver or Change Quantity will be present.
    • The Cancel option will always be present.
  • The Container actions displayed will differ based on the Site flag EPL_FORCED_ENTRY and the status of the container:
    • If not complete or cancelled, the option to Deliver will not be present.
    • If cancelled, the option to Deliver will be present.
    • The Cancel option will always be present.

Note Note: Where the product action pop-up is displayed from entering or scanning a product code (i.e. when Forced Entry is enabled and Product Quantity Countdown is not enabled), all actions will displayed at all times.


The new Job Group flag EPL_PROD_QTY_COUNTDOWN_IND will be checked when entering the screen, to determine the mechanism of entering product quantities.

If this is set to 0 (the default value), the process will operate as now, in that scanning or entering a product code will display the Product Actions, where the user can select to deliver the product in full, change the quantity or cancel the product in full.

If this is set to 1, then the following changes to the process will be made.

  • The Product List will be modified so that the quantity displayed shows the actual quantity as 0 when starting.
  • When a product is determined to have been scanned, the product actions will not be displayed. Instead, the actual product quantity will be increased by 1.
  • If the actual product quantity is equal to the planned quantity, the product will be removed from the list.
  • If the actual product quantity is less than to the planned quantity, the product line will be redisplayed. In this case, the confirmation message will be changed to display the quantity of the product scanned at this time, rather than confirmation that the whole product is delivered or collected. This message will be displayed for a shorter time than normal, due to the quantity of messages that must be displayed on the device for Product Quantity Countdown scanning.

Note Note: If the product list is paginated (due to the quantity of product to be delivered) and a product code is scanned for a product that is not displayed on the screen at this time, the product list will not switch to this page to display the product, and therefore the product line need not be refreshed to display this quantity.


The Change Quantity exception will be modified to display the actual quantity already collected/delivered when this option is selected, allowing the user to enter a reason why the remaining quantity is not being collected/delivered. Without this new Product Quantity Countdown process being enabled, the screen will work as is does now.


Appendix A: TEST PLAN

Test Script / Scenario ReferenceProduct Quantity CountdownCall Number(s): 344084 SCR-344060-06
Test Script / Scenario DescriptionTesting the Product Quantity Countdown processPASS / ISSUES / FAIL
Menu AccessN/A 
Pre-requisitesA system configured as Oak Furniture Land.Tested By:
 
Test ObjectiveTo test that: the new Product Quantity Countdown process can be configured in Admin; the Product Quantity Countdown Process works as expected on the mobile device; the correct barcode type is extracted for the product code; the long-press options work as expected; barcodes can be scanned immediately on entering the Product tab; the Change Quantity Exception works as expected with this new process enabled and; existing functionality is unaffected by these changes.Date:
 


Step Action Result Remarks P/F
1 Admin      
         
1.01 Test that the new configuration flag can be set, saved and shown in the Job Group screen. The new flag can be set. The values are as expected. The default value is as expected. The label and pop-up help are present and correct. The value is displayed correctly in the screen.    


Step Action Result Remarks P/F
2 Mobile Device (Product Scanning)      
  Ensure that the system is configured for Scan At Vehicle, Forced Container and Product scanning and the new Product Quantity Countdown process is enabled. Create a job with several products on it, each with quantity greater than 1. Ensure barcodes are created to match the product codes is the GS1 format, AI 91, and several test barcodes are created without AI 91, and with AI 91 with Product Codes not present on the job. Ensure that the style has the GS1 barcode extraction enabled for AI 91. Note Note: A mobile device with an integrated scanner is required for these tests to be completed.      
2.01 Login and start the load on the mobile device. Start and arrive the job. Switch to the Products tab. The "Enter Products" text box is highlighted ready for entry. The products on the product list all show a quantity as "0 of X", X being the planned quantity for the product.    
2.02 Scan a valid GS1 barcode with a product being delivered on this job, using the application's Scan button. The quantity of the product on this line is incremented by 1. The "Enter Products" text box is highlighted ready for entry.    
2.03 Scan a valid GS1 barcode with a different product being delivered on this job, using the mobile device's integrated scanner. The quantity of the product on this line is incremented by 1. The message displayed indicates this.    
2.04 Enter a valid GS1 product barcode with a different product being delivered on this job, using the keyboard (enter with brackets). The quantity of the product on this line is incremented by 1. The message displayed indicates this.    
2.05 Scan a valid GS1 barcode with a different product being delivered on this job, using the mobile device's integrated scanner, until all planned quantity is scanned. The quantity of the product on this line is incremented by 1 until the quantity is complete, when the line is removed from the Product list. The message displayed indicates this.    
2.06 Click a product line. Nothing happens.    
2.07 Long press a product line that has not been scanned yet. An action pop-up is displayed, not allowing the user to deliver the product or change quantity, but allowing cancellation (as well as others).    
2.08 Long press a product line that has been scanned at least once, but not for the full planned amount. An action pop-up is displayed, not allowing the user to deliver the product, but allowing cancellation and Change Quantity (as well as others).    
2.09 Select Change Quantity. The Exception screen is shown, showing the actual quantity scanned so far.    
2.10 Complete the exception and click OK. The product line is removed from the product list.    
2.11 Scan or enter a GS1 barcode (by any means) that contains a product code not on this job. A message is displayed that this is not valid.    
2.12 Scan or enter a GS1 barcode (by any means) that does not contain a GS1 AI 91. Nothing (no product code is identified).    
2.13 Cancel one product. Complete all other products (short or full). A Complete button is enabled on the Job Details tab, which is switched to automatically.    
2.14 Switch to the Products tab and long-press a cancelled product. The Products list shows all products, highlighted to indicate the status (Complete, Cancelled, Amended). An action pop-up is displayed, allowing the user to deliver the product or change quantity, but not allowing cancellation.    
2.15 Long-press a delivered product (full or short). An action pop-up is displayed, allowing the user to cancel the product or change quantity, but not allowing delivery.    
2.16 Complete the job (with the Complete button) and complete all post-job tasks (signatures, photos, etc). Check Admin. All of the product quantities are displayed correctly, as entered on the mobile device.    


Step Action Result Remarks P/F
3 Mobile Device (Container Scanning)      
  Ensure that the system is configured for Scan At Vehicle, Forced Container and Product scanning and the new Product Quantity Countdown process is enabled. Create a job with several containers on it. Create barcodes with the container ID in them.      
3.01 Login and start the load on the mobile device. Start and arrive the job. Switch to the Items tab. The "Enter Items" text box is highlighted ready for entry.    
3.02 Scan a valid barcode with an item being delivered on this job, using the application's Scan button. The item is removed from the list. The message displayed indicates this.    
3.03 Scan a valid barcode with an item being delivered on this job, using the mobile device's integrated scanner. The item is removed from the list. The message displayed indicates this.    
3.04 Enter an item being delivered on this job, using the keyboard. The item is removed from the list. The message displayed indicates this.    
3.05 Enter (by all means above) an item that is not to be delivered on this job. A message is displayed, indicating the item is not for this job.    
3.06 Press an item on the list. Nothing happens.    
3.07 Long-press an item on the list. An action pop-up is displayed, not allowing the user to deliver the item, but allowing cancellation (as well as others).    
3.08 Cancel an item. Complete all other items. A Complete button is enabled on the Job Details tab, which is switched to automatically.    
3.09 Switch to the Items tab and long-press a cancelled item. The Items list shows all items, highlighted to indicate the status (Complete, Cancelled, Amended). An action pop-up is displayed, allowing the user to deliver the item, but not allowing cancellation.    
3.10 Long-press a delivered item. An action pop-up is displayed, allowing the user to cancel the item, but not allowing delivery.    
3.11 Complete the job (with the Complete button) and complete all post-job tasks (signatures, photos, etc). Check Admin. All of the product quantities are displayed correctly, as entered on the mobile device.    


Step Action Result Remarks P/F
4 Mobile Device (Regression Test)      
  Ensure that the system is configured for Scan At Vehicle, Forced Container and Product scanning. Ensure that the new Product Quantity Countdown process is not enabled. Create a job with several products on it, each with quantity greater than 1. Create barcodes with the product ID in them, as well as barcodes in GS1 format. Ensure that the style does not have the GS1 barcode extraction enabled.      
4.01 Login and start the load on the mobile device. Start and arrive the job. Switch to the Products tab. The "Enter Products" text box is highlighted ready for entry. The products on the product list all show a quantity as "0 of X", X being the planned quantity for the product.    
4.02 Scan a valid GS1 barcode with a product being delivered on this job, using the application's Scan button. An error is displayed, as the AI is not extracted.    
4.03 Scan a valid GS1 barcode with a different product being delivered on this job, using the mobile device's integrated scanner. An error is displayed, as the AI is not extracted.    
4.04 Enter a valid GS1 product barcode with a different product being delivered on this job, using the keyboard (enter with brackets). An error is displayed, as the AI is not extracted.    
4.05 Scan a valid normal barcode with a different product being delivered on this job, by any means. The product action list is displayed, allowing the user to choose to deliver, change quantity or cancel.    
4.06 Click a product line. Nothing happens.    
4.07 Long press a product line that has not been scanned yet. An action pop-up is displayed, not allowing the user to deliver the product, but allowing change quantity and cancellation (as well as others).    
4.08 Select Change Quantity. The Exception screen is shown, showing the full planned quantity.    
4.09 Complete the exception and click OK. The product line is removed from the product list.    
4.10 Scan or enter a barcode (by any means) that contains a product code not on this job. A message is displayed that this is not valid.    
4.11 Cancel one product. Complete all other products (short or full). A Complete button is enabled on the Job Details tab, which is switched to automatically.    
4.12 Switch to the Items tab and long-press a cancelled product. The Products list shows all products, highlighted to indicate the status (Complete, Cancelled, Amended). An action pop-up is displayed, allowing the user to deliver the product or change quantity, but not allowing cancellation.    
4.13 Long-press a delivered product (full or short). An action pop-up is displayed, allowing the user to cancel the product or change quantity, but not allowing delivery.    
4.14 Complete the job (with the Complete) button and complete all post-job tasks (signatures, photos, etc). Check Admin. All of the product quantities are displayed correctly, as entered on the mobile device.    


Appendix B: Quote & Document References

Cost Details
Activity Estimate
No. of Days		 No. of Days Rate per Day (£) Cost (£ Exc. VAT)
Requirements 0.00 0.00 750 £0.00
Change Request Evaluation 0.00 0.00 750 £0.00
Functional Specification 1.00 0.75 750 £562.50
Technical Specification 0.00 0.00 750 £0.00
Development 4.25 4.25 750 £3,187.50
Testing and Release 0.75 1.00 750 £750.00
Implementation 0.25 0.25 750 £187.50
Project Management 0.25 0.25 750 £187.50
 
TOTAL 6.50 6.50   £4,875.00
Estimate excludes training, release to live and go live support.

B.1 References

Ref NoDocument Title & IDVersionDate
1REQ 344060 Oak Furniture Land Solution Design1.024/07/2017


B.2 Glossary

Term Definition
EPOD Electronic Proof of Delivery. The OBS EPOD system is CALIDUS ePOD.
CALIDUS eSERV The OBS mobile system to complete Service functionality in the field. This is part of the CALIDUS ePOD system.
PDA The mobile device on which the C-ePOD system will run in the field. This can be a Phone, EDA or industrial PDA, running Android.
DAL Data Access Layer. A mechanism for accessing data by the system that is removed from the application, allowing for simplified access and providing protection to the data, as only approved DAL methods can be used to modify it.
GPS Global Positioning System. A mechanism of retrieving accurate positioning information in the form of Latitude and Longitude (Lat-Long) co-ordinates from a device.
GPRS, 3G, HSDPA, Data Service All terms referring to mobile device network connectivity, and the speed at which the device connects to the internet.


B.3 Authorised By


Matt Turner
OBSL Account Manager		_____________________________

Louis Merrett
Customer Representative		_____________________________
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