Testing Customer Requisitions In Stock Movement Workflows

by Rajiv Sharma 58 views

Hey guys! Let's dive into testing the V2.10.0 release, specifically focusing on the stock movement workflows and how we handle receiving those all-important customer requisitions. This is a crucial part of making sure everything runs smoothly, so let's get our hands dirty and make sure it's rock solid.

Store B: Receiving a Customer Requisition

[!NOTE] Remember, to fully test customer requisitions within a workflow, we need to test both automatically generated requisitions (those coming from internal orders from other stores) and those created manually. This gives us a complete picture of how the system handles different scenarios.

Auto-generated Customer Requisition

When it comes to auto-generated customer requisitions, the process starts after an internal order has been generated. To kick things off:

  • Once an Internal Order from the above testing steps has been generated, sync both stores and navigate to Distribution -> Requisitions to view your new customer requisition. You'll see it pop up in the system after the sync, ready for action.
  • Click on it -> you will see the items added to it and some fields you can edit when issuing quantity. You will see Stock on Hand and AMC fields - they are the customer store's numbers, make sure they match with the store that created the internal order. These fields give you a snapshot of the customer store's inventory, ensuring the requisition is accurate. Stock on Hand tells you what they currently have, and AMC (Average Monthly Consumption) helps you understand their typical usage. Make sure these numbers align with the store that initiated the internal order. This is key to preventing discrepancies and keeping the supply chain humming along. We want to make sure that the stock on hand and the average monthly consumption are correctly reflected. This helps in maintaining accurate records and facilitates better decision-making regarding stock levels. Verifying this data ensures that the requisition is based on the most up-to-date information, reducing the risk of over- or under-supplying the customer store. The consistency of this data across systems is paramount for effective stock movement. By checking these figures, we can identify and rectify any potential synchronization issues early on, ensuring a smooth and reliable workflow. The accuracy of stock information directly impacts the efficiency of the entire supply chain, from order placement to fulfillment. Therefore, this step is crucial in validating the integrity of the system and its ability to manage stock movements effectively.
  • Changing the Issued cells does not have any effect on ledger or item quantity - creating and shipping the actual outbound shipment from the customer requisition will. But this is tested in another testing suite :). Don't worry about tweaking the "Issued cells" field just yet. It won't impact the ledger or item quantities. That magic happens when we create and ship the actual outbound shipment, which we'll tackle in another testing suite. For now, focus on the requisition itself.
  • Finalising the requisition will prevent you from creating an outbound shipment, so to continue testing create an outbound shipment and move onto the next testing suite. Finalising a requisition is like putting a lock on it, preventing any further changes. To keep the testing train rolling, avoid finalising the requisition at this stage. Instead, create an outbound shipment and then head on over to the next testing suite. This ensures we can test the entire workflow without hitting any roadblocks.

Manual Customer Requisition

Now, let's switch gears and look at manual customer requisitions. These are a bit different because you have more control over the details. Here's the breakdown:

  • The main difference is that you are now able to add items to the requisition. Stock on Hand, AMC, Requested Quantity, Quantity to Supply and Comment are now all editable. The beauty of manual requisitions is the flexibility they offer. You can add items as needed, and fields like Stock on Hand, AMC, Requested Quantity, Quantity to Supply, and even add a Comment are all up for grabs. This is super handy for handling special requests or unusual situations. With manual requisitions, the ability to edit fields such as Stock on Hand and AMC provides a crucial layer of control. This is particularly useful in situations where the system data might not reflect the most current information, or when dealing with unique circumstances. The editable nature of Requested Quantity and Quantity to Supply allows for fine-tuning the order to meet specific needs, ensuring that the right amount of stock is requested and supplied. The inclusion of a Comment field adds a valuable communication tool, enabling users to provide context or special instructions related to the requisition. This comprehensive level of editability ensures that manual requisitions can be tailored to a wide range of scenarios, enhancing the flexibility and responsiveness of the stock management system. By carefully managing these editable fields, users can optimize the stock movement process, ensuring that resources are allocated efficiently and effectively. This level of control is especially important in dynamic environments where demand can fluctuate rapidly, and precise adjustments are necessary to maintain optimal inventory levels. The ability to add items to the requisition further enhances the versatility of the system, accommodating situations where specific products are needed that might not have been initially anticipated. This adaptability is a key strength of the manual requisition process, making it an indispensable tool for stock management. The capacity to tailor each requisition to specific circumstances ensures that the system remains responsive to the evolving needs of the organization.
  • Changing the Stock on Hand or AMC fields will not have effect on the requesting store's details as those are manually entered. Just a heads-up, tweaking the Stock on Hand or AMC fields in a manual requisition won't actually change the requesting store's details in the system. These are manually entered values for this specific requisition, so they won't have a ripple effect elsewhere. This is an important distinction to remember when working with manual requisitions, as it allows for adjustments based on real-time information without altering the underlying data. The independence of these fields within the manual requisition ensures that changes made are specific to the situation at hand, without affecting the overall accuracy of the system's data. This targeted approach to adjustments is crucial in maintaining the integrity of stock management processes. It allows users to respond to immediate needs and circumstances while preserving the reliability of the core inventory data. The manual requisition system's ability to incorporate temporary variations without compromising the broader dataset is a significant advantage. It enables stock movement to be managed with a high degree of precision and adaptability, catering to both routine demands and exceptional requirements. By understanding this feature, users can make informed decisions about when and how to adjust stock levels, ensuring that the system remains responsive to the organization's needs.
  • Similarly, changing the Issued cells does not have any effect on ledger or item quantity - creating and shipping the actual outbound shipment from the customer requisition will. But this is tested in another testing suite :). Just like with auto-generated requisitions, fiddling with the "Issued cells" here won't impact the ledger or item quantities. That action is tied to creating and shipping the outbound shipment, which, you guessed it, is part of another testing suite. So, keep your focus on the requisition itself for now.
  • Finalising the requisition will prevent you from creating an outbound shipment, so to continue testing create an outbound shipment and move onto the next testing suite. And again, resist the urge to finalise the requisition just yet! We need to create an outbound shipment to keep the testing flow going. So, create that shipment and then jump over to the next testing suite. This approach ensures we test each component of the workflow in sequence, giving us a thorough understanding of how everything works together.

That's a wrap for this section, team! By carefully testing both auto-generated and manual customer requisitions, we're ensuring a robust and reliable system for managing stock movements. Keep up the great work!