PR Maintenance on Global Requirement

PR Maintenance on Global Requirement

Version Date Comment
1.0 04/19/2018
1.1 05/14/2018
1.2 05/17/2018
1.3 05/22/2018
1.4 05/25/2018 Part should be limited by region
1.5 06/04/2018 Display both name and ID for some columns
1.6 06/12/2018 Display PO details on a popup window
1.7 06/19/2018 Add desired PR ETA, update ACP filters

 

1 Pending PR/MR Screen

1.1  Selection

1.1.1  Can be displayed or hidden

1.1.2 The choice can be saved after click “Save Preference”

1.1.3  Filter selections

Name Component Type Comments
Part# Multiple Input
Customer Multiple select Required
Region Multiple select
Location Multiple select
  1. Limited by region
  2. Only available after region selected
Model Group Multiple select
Model Multiple select
  1. Limited by customer and model group
  2. Only available after customer selected
Vendor Multiple select
  1. Limited by region
  2. Only available after region selected
Demand Type Multiple select
SUG. Issue Date Date
SKU Profile Single select Options: Exclude and Include
Multiple select
Request Type Multiple select Options: PO Request(418), PR Request(419)
Alternative Part Group Multiple select 1           Limited by customer

2           Only available after customer selected

 

1.2         Button

Name Comments
Query Query the result by the selected values
Reset Reset all selections to default values
Release to Buyer Popup a page to display all released PRs, not allow to change
Adjust Popup a page to display PRs on model level, allow to change
Save Preference Save current query conditions
Download

 

1.3   Aggregation

1.3.1   5 options: Customer, Model Group, Model, Customer Part#

Default is Model

1.3.2    The relationship between the aggregation level and the columns as below

 

               Level

Column

Customer Model Group Model Customer Part# Group By
Part# Checked Checked Checked Checked Y
Customer No Checked Checked Checked Checked Y
Customer Name Checked Checked Checked Checked
Region No Checked Checked Checked Checked Y
Region Name Checked Checked Checked Checked
Location No Checked Checked Checked Checked Y
LocationName Checked Checked Checked Checked
Request Type Checked Checked Checked Checked Y
SUG. QTY Checked Checked Checked Checked
Desired ETA Unchecked

Disabled

Unchecked

Disabled

Unchecked

Disabled

Checked
Estimated ETA Checked Checked Checked Checked Y
SUG. PO Issue Date Checked Checked Checked Checked
Model Group Unchecked

Disabled

Checked Checked Checked Y
Model Unchecked

Disabled

Unchecked

Disabled

Checked Checked Y
Demand Type Checked Checked Checked Checked Y
Customer Part# Unchecked

Disabled

Unchecked

Disabled

Unchecked

Disabled

Checked Y

 

1.3.3   The choice can be saved after click “Save Preference”

Actually, it also saves columns.

1.4 Column

1.4.1    First Level

Support customer sort by multiple columns like excel

Name Locked Default Displayed Sortable Key
Part# Y Y Y Y
Customer No Y
Customer Name Y Y Y
Region No Y
Region Name Y Y
Location No Y Y
Location Name Y Y Y
Request Type Y Y Y
SUG. QTY Y Y Y
Desired ETA Y Y
Estimated ETA Y Y Y Y
SUG. PO Issue Date Y Y
Model Group Y Y
Model Y Y Y
Demand Type Y Y Y Y
Customer Part# Y Y

 

1.4.2    Second Level

Name
Part Desc
Part Group
Vendor
Vendor LT
VMI
VMI Location
Base Cost
EXT Cost
Cost Mode
MOQ
ECON QTY
Case QTY

 

1.5         The report can be exported to an Excel

1.6         Click the SUG.QTY to Component Projection screen.

1.7       Release to Buyer Popup Screen

1.7.1    Button

Name Comments
Confirm To release PR
Cancel Close current screen

 

1.7.2    Column

Name Comments
Part# Display what the parent screen displays.

For example, if the parent screen only displays the column Part#, then this screen also only displays the column Part#.

Customer Name
Region Name
Location No
Location Name
Request Type
Vendor
SUG. QTY
Base Cost
Estimated ETA
Model Group
Model
Demand Type
Customer Part#
Warning

 

1.7.3    Message

1.7.3.1     Summary

You are about to release X PR records for X Parts with total quantity X, Total cost XX

1.7.3.2     Warn (under the summary) the following message if there’s any PR’s SUG. PO Issue Date > current day + 14 days

You have X PR records for Y parts with a total quantity of Z that you are releasing more than 14 days earlier than necessary

1.7.3.3     Warn the following message for each row in the column “Warning” if the SUG. PO Issue Date > current day + 14 days

You are releasing more than 14 days earlier than necessary

1.7.3.4     Notify the following message to users after PR/MRs be released successfully.

The request has been submitted successfully, an email will be sent to you to report the status, which also can be viewed on the “Release PR/MR” screen.

The release# 1234, 1235

1.8  Adjust Screen

1.8.1  Column

1.8.1.1  First Level

Displays at model level (backend request).

Name Editable Batch
Part#
Customer Name
Region Name
Location No
Location Name
Request Type
PO Vendor Y Y
SUG. QTY Y
Estimated ETA Y Y
SUG. PO Issue Date
Model
Demand Type

 

1.8.1.2  Second Level

The same to 1.4.3

1.8.1.3     Batch update

The region is required if users batch update PO vendor, and only the columns with the same region will be updated

1.8.1.4     Button

Name Comments
Release to Buyer Release the PR directly
Cancel Close current screen

 

1.8.2    Message

The same as 2.3

Since users are allowed to change the QTY in this page, so the summary should be updated at the same time.

2          Released PR/MR

2.1       Purpose

Users can review the release history; delete the submitted PRs which haven’t been converted to PO yet.

2.2       Selection

2.2.1    Can be displayed or hidden

2.2.2    Filter selections

Name Required Component Type Comments
Part# Multiple Input
Region Multiple Select
Target Location Multiple Select Limited by Region

Only available after region selected

Customer Y Multiple Select
Model Multiple Select Limited by customers

Only available after customer selected

Request# Multiple Input Max numbers: 50
Order# Multiple Input Max numbers: 50
Submit Date Date range
Status Multiple Select Processing, Submitted, Failed, Deleted
Release# Multiple Input

 

2.2.3    Help Document

1)      Target Location: generally, it should be the production locations, specially, for example, VMI parts, may be VMI locations.

2)      Request#: order request number, for example PR/MR

3)      Order#: order number, for example PO/MT

4)      Model: model name, it’s also called platform.

2.3       Column

Name Locked Sortable Default Displayed Comment
Release# Y
Region No
Region Name Y
From Location No Y
From Location Name Y Y Y
Target Location No Y
Target Location Name Y Y Y
Order# Y Y Y
Order Type Y Y Y
Order Line# Y Y Y
Part# Y Y Y
Part Desc
Request# Y Y Y Click the link to show demand details
Request Type Y Y Y
Request QTY Y Y
Desired ETA Y Y Y
Estimated ETA Y Y The date is updated daily for the submitted PRs/MRs which haven’t been converted to PO/MT
Submit Date Y Y
Submitter Y
Status Y Y Y Click the link to show change logs and comments
Model Y Y
Customer No
Customer Name Y Y

 

2.4       Button

Name Comments
Query
Reset
Delete(batch) Only the unconverted PR/MRs can be logically deleted
Save Preference
Download

 

2.5       PO Details

2.5.1    Title

Order# xxxxx, Order LN# x, Release Date MM/DD/YYYY

2.5.2    Columns

Name
Order QTY
Order ETA
ETA Code
Ship Date

 

2.5.3    Button

Name Comments
OK Close the popup window

 

2.6       Demand Details

2.6.1    Columns

Name
Demand Region
Demand Location No
Demand Location Name
Model
Demand Type
Customer Part#
Desired ETA
Estimated ETA
SUG. QTY

 

2.6.2    Button

Name Comments
OK Close the popup window

 

2.7       Change Log

2.7.1    Columns

Name
Status
Date Time
Comment

 

2.7.2    Button

Name Comments
OK Close the popup window

 

3 Group Shortage

3.1 Selection

3.1.1    Can be displayed or hidden

3.1.2    The choice can be saved after click “Save Preference”

3.1.3    Filter selections

Name Required Component Type Comment
Customer Y Multiple select
Alternative Part Group Multiple select Max 50 groups

Limited by customers

Only available after customer selected

Model Group Multiple select
Model Multiple select Limited by customers and model groups

Only available after customer selected

Region Multiple select
Location Multiple select Limited by region

Only available after region selected

Demand Type Multiple select

 

3.2  Column

Name Locked Sortable Default Displayed Group By
Customer No Y
Customer Name Y Y
Alternative Part Group Y Y Y Y
Model Group Y Y
Model Y Y Y
Region No Y
Region Name Y
Location No Y Y
Location Name Y Y
Demand Type Y Y Y
Customer Part# Y Y Y
SUG. QTY Y Y
SUG. ETA Y Y Y Y

 

3.3         Button

Name Comments
Query
Reset
Download
Save Preference

 

4 Manual PR/MR

4.1    Selection

Name Comments
Request Type 2 options: PO Request(PR) – 418, MT Request(MR) – 419

Default PR

 

4.2 Manual PR

Displayed if request type is PR

4.2.1    Field

Name Required Component Type Editable Comments
Region Y Single Select Y
Part# Y Singe Input Y Auto filled

Limited by region

Only available after region selected

Customer Y Single Select Y
Request ETA Y Date Y > today

Must BIZ day

Request Location Y Single Select Y Limited by region
Request Quantity Y Singe Input Y Positive Integer
PO Vendor# Singe Input Y Positive Integer

Only available after region selected

PO Vendor Name Displayed after region and PO Vendor# entered
Part Description Displayed after region and Part# entered
Vendor#
Vendor Name
MOQ QTY
ECON QTY
Base Cost
Total Cost Base Cost * request quantity

 

4.2.2    Button

Name Comments
Create
Reset

 

4.3       Manual MR

Displayed if request type is MR

4.3.1    Field

Name Required Component Type Editable Comments
Region Y Single Select Y
Part# Y Singe Input Y Auto filled

Limited by region

Only available after region selected

Customer Y Single Select Y
Request ETA Y Date Y > today

Must BIZ day

From Location Y Single Select Y Limited by region

Add VMI locations for VMI parts

To Location Y Single Select Y Limited by region

Must be different to “From Location”

Request Quantity Y Singe Input Y Positive Integer
VMI? Displayed after region and Part# entered

The MR is not allowed to create if available quantity < request quantity

Part Description
Vendor#
Vendor Name
Available Quantity
Case Quantity
Base Cost
Total Cost Base Cost * request quantity

 

4.3.2   Button

Name Comments
Create
Reset

 

4.3.3  Logic

For VMI locations, the inv type (from_inv_type) should be 9

Part must be an active S part

Part should be limited by customer