The following are basic notes/specifications for enhancements. Full specifications/requirements will be scoped out and presented as a proposal.
Receive Items not on PO
See Proposal
Print Pallet labels from Mobile
See Proposal
Lots on Purchase Order - Similar to ASN
Business Need: Need to track what is received vs what the donor is offering.
Add lot to Purchase Order
Receive against that lot from the purchase order
Show the Lot number on the PO line on mobile scan app
How do we handle receipts of lots not on the PO?
Receive Items not on Purchase Order
Business Need: Donors will send items, but GGC won’t
Workaround: As long as the PO has not been closed, then the back office staff will add items to a purchase order. This is OOB GoldFinch Functionality
Item Weight in Metric and Imperial
Business Need: The weight of an item is used to calculate number of meals. Number of meals donated is an important reporting KPI. Depending on where a user is, the correct units should be displayed
Business Need: Weight is also used to calculate shipping loads.
Causmic will manage adding a custom field & formula to calculate this.
Issue: Can not edit Purchasing Type
On the Purchase Order Page:
A user clicks edit, and tries to edit the purchasing type.
However, when they hit save, they get an error.
But when they try to click “Edit Page with Lines” the “Purchasing Type” field is not visible.
Note the object name is: GOODs Order
Error Message:
Purchasing Type not visible:
Purchasing Type - Automatically Update PO Lines
Business Need: When selecting the Purchasing Type, a user doesn’t want to have to edit each purchase order line’s Purchasing Type if it is different than the item’s default.
Automatically update the purchase order line with the Purchase Order’s Purchasing Type
But still allow the user to edit if necessary
Custom Field on Item to show at Putaway
GoldFinch to add a “formula” field
Causmic to create formula to populate
Item Availability Status Report
Use the Causmic custom fields
Increase record list view - more than 10
Sort by “On Hand”