ESTIMATE CUSTOM INVENTORY COUNT
Proposal Summary
This proposal is to generate the inventory count record; based on the item receipt, the list of item names and bin data has been auto populated.
Requirement
CGSM have to count the inventory when creating a purchase order to see how many items are there in their warehouse. Sometimes the number of items received from the vendor has a difference from the actual purchase order quantity. So, they must count before receiving more items in that location.
In the standard inventory count, we can only set up a count interval in which we can add a certain number of days. It doesn’t trigger the inventory count at the time of purchase order/ Item receipt time.
When creating a purchase order, the list of the items should be added to the inventory count sheet automatically. The list should be based on the preferred vendor or name or any other criteria. For eg:- If The inventory count criteria are the preferred vendor, then all items that have the same vendor will be listed in the inventory count sheet. It will help to count the inventory easily.
Adding the bin for each item in the count page takes more time for the client. So, when an item is added to the inventory count page the bin details of the item should also be populated to perform the inventory count. It should be auto populated in the count page.
After created one inventory count, in the next time the process should be automated. For that we have to create a solution to get a copy of the previous items which have been counted, and the same list will be populated the next time on the inventory count page when clicking a button or a field. The client wants to edit this copy next time when adding an inventory count.
Inventory count done by 8 people in the client’s side. If one item is started the inventory count process others can’t start the inventory count for the same item.
Solution
The proposed solution is when an item receipt is saved, an inventory count record will be created including all the items of the item receipt record as well as all the items purchased from that vendor till now and bin value auto populated for all the items.
In the item receipt record, we will create a custom field and attach the inventory count link to it.
If the items in the item receipt record are inventory items, we will generate an inventory count record with open status. In Inventory count the list of items name and bin number will be auto populated.
We will create a saved search to show the inventory count records with Open status as reminders in the dashboard of the role- Purchaser/Receiver.
Assumptions
- When an item receipt is saved (create / Edit context), inventory count record will be created. Please confirm
- If the items in the item receipt record are inventory items, we will generate an inventory count for that item only.
- We will consider the vendor in the item receipt record to list all the items of the vendor in inventory count record. Could you please confirm whether we need to check the preferred vendor in the item record or vendor in the item receipt record?
- The value must be mentioned in the item record’s field for the bin number. If the bin number contains a value, it retrieves it and auto-populates the value in the inventory count.
- If the Bin number value in an item record is empty, the bin value in the inventory count record is also empty.
- We believe that inventory count records with Open status as a reminder in the dashboard of the role- Purchaser/Receiver.
Risks
There will be a usage issue – certain limits on the number of items that can be added to the inventory count, and bulk number of items have not been recommended in item receipt. We will specify the item’s limitations once the development is completed.
There will be a performance issue due to the creation of inventory count record at the same time of item receipt creation.
The better solution to create an inventory count record is scheduled process (Map-reduce script) in which scheduled script will trigger in every 15 minutes.
Budget and Time
| Description | Time |
| Analysis | 4h |
| Development in Sandbox | 22h |
| Testing Sandbox | 2h |
| Deploy to production and testing | 3h |
| Documentation | 1h |
| Total | 32 hours |