Proposal Summary
This proposal outlines the Redesign the user interface (UI) of the work order view from a horizontal layout to a vertical tab layout.
Requirement
Growire would like to add a new user interface (UI) within the work order view section
Enhance the user experience of the current work order view by redesigning the interface with vertical tabs, making it more organized
The existing work order page view displays tabs such as comments, materials, attachments, and resource group in a layout. Redesign the user interface (UI) of the work order view from a horizontal layout to a vertical tab layout.
Deliverables
Redesign the user interface (UI) of the work order view, from horizontal layout to a vertical tab layout.
Add a new tab for skill sets.
All functionalities remain the same as on the existing website.
Enhance the UI to be more user-friendly while maintaining the existing theme.
Create a new layout and user-friendly vertical tab layout, replacing the current horizontal table view.
Ensure the new layout functions seamlessly across different devices and screen sizes.
Backend (NetSuite):
Implementation Overview:
Requirement 1:
Update the Material page both in workorder and work requirement the inventory item listing needs to be changed now it needs to list the datas from GRW007 Product Item ST Inventory Item
Solutions:
Listing
Create a Saved Search for GRW007 Product Item ST Inventory Item:
In the custom record GRW007 Product Item ST Inventory Item needs to create new fields the creation fields include
Vendor/Name,
Material Definition
Manufacturer,
Manufacturer Number
Item name: material description*
Supplier part number (Manufacturer Number)
1 option of the following 2 options required:
a. can upload link
b. can add a quote
if it is a spare part, provide RDSPP code*
minimum stock required*
unit of measure*
HSE Check* (always visible)
HSE approval list /record field with 3 status list pending approval,approved,rejected
Rate will be fetched from the custom record GRW007 Est Product Item Cost Component
Note: Items will be listed based on the workspace of the logged-in user. If there are no items for that user’s workspace, items with the workspace set to ‘system’ will be displayed instead.
Adding product item to Work Order/Requirement Creation
On selecting an item and adding quantity we will be using the same GRW007 Work Effort Inventory Assignment custom record for work order and GRW007 Requirement Inventory Assignment for Requirement
A New field will be created for setting the items from the GRW007 Product Item ST Inventory item
Creating GRW007 Product Item Super Type Type through Webapp
Add a button labeled “Create Inventory.”
Form Page:
On clicking the button, a new form page opens.
The form includes fields for:
Vendor/Name,
Material Definition
Manufacturer,
Supplier –list field from GRW007 Party Role Subtyped Vendor
Item name: material description*
Supplier part number (Manufacturer Number)
1 option of the following 2 options required:
a. can upload link
b. can add a quote
if it is a spare part, provide RDSPP code*
Minimum stock required*
Unit of measure*
Price Per Unit of Measure (Dynamic): The label of this field changes dynamically based on the value selected in the Unit of Measure field. For example, if the Unit of Measure selected is litres, the label will change to “Price Per Litre.”
HSE Check* (always visible)
Supplier: can create proposed supplier if supplier does not exist* with the following fields
Supplier name*
VAT number supplier*
Address*
Phone number*
E-mail address*
Website address*
Currency*
Subsidiary*
Workspace*
If the vendor is not present, we will provide a new button to create a new vendor record. This button will open a form where fields for vendor address, phone number, email address, and web address will be present. When the user enters these field values and clicks on save, the following custom records will be created:
GRW007 Party SuperType: In this custom record, the party subtype will be set to “Legal Organization.”
GRW007 Party Role SuperType: In this custom record, the Role Type SubType will be set to “Party Role Type,” and the Role Type will be set to “Customer.”
GRW007 Party Workspace Association
GRW007 Party Subtyped Legal Organization
GRW007 Party Role Subtyped Vendor
GRW007 Party Vendor Mapping: This custom record will be created in NetSuite, but the standard subsidiary and vendor fields will be left empty. The user will need to manually add these fields once the standard vendor is created. If not, another record may be created when the map/reduce script is run.
GRW007 Item Approval Status
Create a new custom record named GRW007 Item Approval Status with the following fields:
Approval Status: Use the existing custom record for approval status types.
Product ST Inventory Item: List/record
Workspace
2. Email Notification Setup
Upon saving a GRW007 Product Item ST Inventory Item, an email should be sent to purchasing@otary.be (changeable) This email will contain two links: one to approve and the other to reject the item.
Email Template:
Email template that includes placeholders for the approval and rejection links.
The email content can be edited by the user.
Script Parameter:
A script parameter to define the email ID purchasing@otary.be.
Another script parameter for the email ID to notify after approval
3. Approval Workflow
Approval Handling:
If approved, send an email to the second email ID (specified as a script parameter) using an email template.
Prompt the user to create a standard NetSuite item manually.
4. NetSuite Item Creation
User Action: The user manually creates a standard NetSuite item.
Mapping: The user then updates the GRW023 NetSuite Item Mapping record by adding the NetSuite item ID and Subsidiary.
5. Update GRW007 Item Approval Status
Post Item Mapping: After the user updates the GRW023 NetSuite Item Mapping, an entry in the GRW007 Item Approval Status custom record will be created with the status set to “Approved”.
6. Custom Records Involved for Item Creation:
GRW023 NetSuite Item Mapping: This record will store the mapping between the new NetSuite item and its subsidiary.
GRW007 Product Item SuperType
GRW007 Product Item ST Inventory Item
GRW007 Product Item WS Association
GRW007 Est Product Item Cost Component
GRW007 Est Materials Cost Component
Note :
The PDF upload is limited to 2 when creating inventory from the web app. For file attachments, we are using the standard attachment feature in the custom record.
Users will only be able to create a sales order after the standard NetSuite item mapping is completed for the listed items.
Web App:
Requirement 1: Redesign the user interface (UI) of the work order view from a horizontal layout to a vertical tab layout. Currently, all tabs (attachments, comments, resource group, materials) are displayed horizontally.
Implementation Overview:
In the new UI Updates, we will display only two main tabs: Details, Materials, Attachments.
Main Tab 1. (Details):
Sub-tabs (Materials):
Materials: Display all Materials Details related to the work order.
Functionality will remain the same as the existing system, with dropdowns for
detailed views.
Resource Groups: Display all resource groups involved in the work order.
Functionality will remain the same as the existing system, with dropdowns for
detailed views.
New Tab (Skills):
A separate tab to display all the skills required for completing the work order.
This tab will list the skills needed and any proficiency levels or certifications
Required.
Main Tab 2. (Attachments)
Attachments: List all attachments associated with the work order.
Functionality will remain the same as the existing system, with dropdowns for
detailed views.
Main Tab 3. (Comments)
Comments: Show all Comments Details needed for the work order.
Functionality will remain the same as the existing system, with dropdowns for
detailed views.
Additionally updating 2 more fields to the material Lis
Price per Piece
Quantity
Redesign UI:
Layout: Transform the current horizontal arrangement of the tables (comments, materials, attachments, resource groups) into a vertical tab layout.
Responsive Design: Ensure the new design is responsive and user-friendly across different devices and screen sizes.
User-Friendly Interface: Maintain a clean and intuitive interface that enhances user navigation and interaction.
Requirement 2:
Enhance the Existing create inventory popup with new fields and add a NewPage feature for adding new vendors and suppliers, which includes mandatory fields and options for additional information. The user interface will be designed to enhance usability and ensure that all required data is collected efficiently.
Implementation Overview:
User Interface (UI) Design
Create inventory Fields:
Vendor/Name: Text input
Material Definition: Text input
Manufacturer: Text input
Price per piece: Number input
Item name: material description*: Text input
Supplier part number (Manufacturer Number): Text input
Upload or Quote:
Option a: Upload link (URL input)
Option b: Add a quote (Text area)
Spare Part: Checkbox (if checked, show RDSPP code input)
RDSPP code*: Text input (conditional, shown if Spare Part is checked)
Minimum stock required*: Number input
Unit of measure*: Dropdown
HSE Check*: Checkbox
Price Per Unit of Measure (Dynamic): The label of this field changes dynamically based on the value selected in the Unit of Measure field. For example, if the Unit of Measure selected is Liter, the label will change to “Price Per Liter.”
We will implement a PDF uploading option within the popup where users can add PDFs. The maximum number of PDF selections is restricted to 3. We will maintain an upload feature with a matching UI
Supplier Creation:
If the supplier does not exist, a button labeled “Add New Supplier”.
When “Add Supplier” is clicked, a popup or modal window should appear with the supplier creation form.
Include all the necessary fields for supplier details, marked as mandatory where applicable.
Provide a “Submit” button to save the new supplier and return to the main form.
Ensure the popup/modal has a clear close button to return to the main form without adding a new supplier.
Add New Supplier Section Fields:
Supplier name*: Text input
VAT number supplier*: Text input
Address*: Text input
Phone number*: Text input
E-mail address*: Email input
Website address*: URL input
Currency*: Dropdown
Subsidiary*: Dropdown
Workspace*: Dropdown
Buttons:
Submit: Creates the new supplier and returns to the main form.
Cancel: Returns to the main form without saving.
UI Updates:
Update the existing inventory to include dropdown fields, input section, buttons Ensure all fields are styled consistently.
Apply a consistent theme to all form fields, including colors, fonts, and spacing.
Ensure labels and input fields are aligned and styled uniformly.
Create a new layout for adding new suppliers. The new page should have a navbar that guides users with links, and updates should follow the existing theme format
Ensure the page is responsive and compatible with all devices, including desktops, tablets
Assumptions
Requirement 1:
When the screen size reduces, the horizontal tabs on the work effort detail and edit pages may break in the horizontal view.
To ensure better performance and user experience, we have restricted the number of PDF uploads to a maximum of 3. Uploading more than 3 PDFs at once may delay the process.