3.3.5.4 Update INV01 to Allow Override of Order Amount

One of the Product Supply Manager user stories for this sprint included the ability to override suggested order quantities. Update the INV01 module with additional line items to provide this functionality. 

In the INV01 Inventory Ordering module, add the following line items: 

 
Line Item Format Purpose 
Override Suggested Order Amount? Boolean End user checks this box to enter an override value for the order amount
Override Amount NumberInput line item for end user to override an order value
Final Shipment AmountNumber If order is placed, show Suggested Order Amount for the Month or Override Amount; if no order, then display 0

 

Formula Hints: 

The Override Suggested Order Amount? and Override Amount line items are both for end user input and do not require formulas.

Final Shipment Amount:

  • Write the formula with an IF/THEN function to take advantage of the "early exit" meaning write the formula to act on the most likely condition at the beginning of the formula:
    • Is it more likely that Unicorn Candy Company will be placing a weekly order or not placing an order on a weekly basis?  
    • Use the NOT function to begin the formula - for example: If NOT Submit Purchase Order Request THEN 0 ELSE....
  • The next condition is using the Override Suggested Order Amount line item.
    • Consider if the end users are more likely to override the order amount or NOT override the amount?  
    • Use the NOT function to begin the formula...and end with ELSE Override Amount.
  • After adding the formula to the line item, remember to test the functionality.

After you have tested the formula you added for the new line item, you also need to re-direct the formula for the Confirmed Purchase Order Receipt line item that referenced the Suggested Order Amount for the Month line item to the Final Shipment Amount line item.  

 

 

Queries:

1)  

 

The Override Suggested Order Amount? and Override Amount line items are both for end user input and do not require formulas.

 

And

 

  • The next condition is using the Override Suggested Order Amount line item.
    • Consider if the end users are more likely to override the order amount or NOT override the amount?  
    • Use the NOT function to begin the formula...and end with ELSE Override Amount.
    • As shared above , should a formula be given to  Override Suggested Order Amount line item, or no?

2) My Line item Override Suggested Order Amount line item is marked a Boolean Line Item, but I don't find a check box to that line item? Why?

 

Sharing snapshots for above.

2022-11-03 (3).png

 

 

Tagged:

Comments

  • Hi Yogitha,

    1. As mentioned in the hints, "Override Suggested Order Amount" is a user input line item which means it can not have a formula. The next hint around writing a formula using "Override Suggested Order Amount" is given for "Final Shipment Amount" line item, where you would be writing an IF/ELSE condition using "Override Suggested Order Amount"
    2. If you notice the blueprint of your module, DCA must have been enabled for 'Override Suggested Order Amount?' line item. The DCA condition for this line item is dependant on 'Submit Purchase Order Request?' line item. Only for a Submitted Purchase Order request, you can override the order amount

    Hope this helps!