Proposal Summary
This proposal summarizes the functionality to create a transfer order when approving a sales order or work order if the line items quantity available is less than the quantity ordered. Also, a schedule-based functionality to create a transfer order from location BL to Main when the quantity available in Main falls down the re-order point.
Requirement
When approving a sales order or work order, if there are item lines with quantity available less than the quantity ordered, then create a transfer order such items to the given location from another. Also, a scheduled functionality that detects items that have crossed the re-order point in location Main, need to create a transfer order from BL to Main.
Deliverables
a. Creating transfer order on approving the sales order or work order
• We will develop a functionality to create a transfer order to the given line level location from another location if the quantity available in that item line is less than the ordered quantity upon approving a sales order or work order.
• That is, if the given line location is Main and its quantity available is less than quantity ordered in Main, then we will create a transfer order from BL to Main, only if BL has enough quantity available for this item.
• The transfer order for an item will be created only if the other location is having the entire amount the
• We will create the transfer order in approved status by default, which is ‘Pending Fulfillment’ status.
b. Creating transfer order on schedule basis
• For creating transfer order from location BL to Main when an items quantity available falls down the re-order point, we will develop a schedule-based functionality that executes twice a day.
• We will fetch all the items (Inventory and assembly items) that are having a re-order point and the quantity available less than the re-order point in location Main, we will create a transfer order and add these items to the transfer order.
• The transfer order will be created from BL to main if there is stock in BL.
• We will create the transfer order in approved status by default.
• If the re-order point is not empty, and no stock is available in the BL location, we will send Jacob an email remainder to place an order for these items.
• We will include a table in the email body listing all the items that are not having stock in BL location.
Assumptions
a. Creating transfer order on approving the sales order or work order
• Every time an order is approved, if there are item lines having quantity available less than the quantity ordered in both locations BL and Main, then need to create 2 transfer orders – one from Main to BL and another from BL to Main based on the availability.
• So, each time an order (sales order/work order) is approved, there can be 2 transfer orders created. One transfer order contains all the items in the order that needs to be transferred from Main to BL and another contains all the items in the order that needs to be transferred from BL to Main.
• We assume that 2 orders will not be approved at the same time.
• The item will not be added into the transfer order if the other location is also not having enough quantity available.
• Even if the stock is updated only after the created transfer orders are received, we would like to clarify that for determining the current stock level of an item, we will consider the ‘Quantity Available’ of the item as well as the quantity entered in any un-received transfer orders created for that item, which is the in-transit quantity of the item.
• We will not perform the inventory detail configuration for the items while creating the transfer orders.
• For all the transfer orders that we create with our script, we will mark a custom checkbox to identify that these were created with the script.
• As part of error handling, we will send you an email notification if any error occurs and fails to create the transfer order during the execution.
b. Creating transfer order on schedule basis.
• The functionality will execute twice every day, so 2 transfer orders will be created every day as a part of this functionality.
• One transfer order will be created for all the items that crossed the re-order point in one execution.
• The transfer order will be created from location BL to location Main.
• The item will not be added into the transfer order if the BL location is not having enough quantity available.
• Even if the stock is updated only after the created transfer orders are received, we would like to clarify that for determining the current stock level of an item, we will consider the ‘Quantity Available’ of the item as well as the quantity entered in any un-received transfer orders created for that item.
When discussing with the technical architect, he suggested mentioning the inventory detail configuration of items, drop ship orders, and special orders in the proposal. He also suggested including error handling. The proposal was updated as suggested.