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Color Code: Pink
Assigned To: Unassigned
Created By: Cory Warden
Created Date/Time: 12/12/2019 5:42 pm
 
Action Status: Completed
Show On The Web: Yes - (public)
Priority: 0
Finished/Done: Yes - 4/14/2020 10:22 am
Finished/Done By: Cory Warden
Budgeted/Estimated Value: 400.00  
Actual/Real Value: 0.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1583
Template/Type: Community Funded Projects
Title/Caption: Additional functionality added to cfp #1014
Start Date: 12/12/2019
End Date: Unknown... (open or blank)
Total Time: Unknown... (open or blank)
Target/Due Date: 12/12/2019
Main Status: Active

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Uploaded Media/Content & Other Files (2)
Media Name   File Type Date Description
project 1583_threshold report.xlsx   Doc/Spreadsheet 4/8/2020
Reorder Report.png   Image/PNG 4/6/2020


Notes:

4/6/20: See attached image for report look. Will pull from inventory engine and inventory #;sf. The report will pull from the thresholds set in the inventory engine (no changes to Josh's code) and only those items that are below the set threshold will show. Ex. if item is set to 20, and it has 20 in stock= won't show. If item has 19 then will show in report. The report will show the on hand quantity for the item (parent and subs) Same example, this item would show 19 as quantity.


1/21/20: Waiting to hear back from Molly's client on what direction they want to go.

1/7/20: Spoke with Josh about this and also Molly. Josh thinks he can do something that won't be super complicated if we use his existing threshold "engine." Clients would add min in his engine. We could direct it to a different page so clients wouldn't have to access from shopping cart. It would make it location specific due to the fact that it is connected to the cart location (I believe). He could do a simple report that pulled that data and if clients had different threshold settings per location the report could pull both.

Molly really wants to do something simple, but maybe a step above what Josh has, although the multiple thresholds for different locations hadn't originally occurred to her as something her client might want. We need to discuss further.

12/16/19: Currently exists in the shopping cart. Called Inventory Engine. Dealing with thresholds. Currently not tied to locations- only categories and items. If you have multiple locations it can get messed up. Not in inventory report itself.

Molly's vision includes another field in item itself. So when you set up the item, you put in a threshold quantity. Dashboard would show all items below their threshold grouped by category, vendor, item, and live quantity.

Brandon proposes a separate table- master setting for tracking thresholds- turn on if yes or no. No= leave it. Yes, allow for extra piece. Automatically set it up. Show the locations if they have them.

adilas will match funds if built as core.

12/12/19: I have a client who is requesting something related to adilas project referenced below. Specifically, they are requesting a dashboard, that shows inventory items (at any current time) that are below an item level qty threshold. 

They would be interested in contributing funding to this project. I would be happy to help. Please let me know how we can get this project going. I can picture what we need for most of it.. 


Time Id:1014
Template/Type:Community Funded Projects
Title/Caption:Inventory Alerts - Max & Min Thresholds - Quantity & Order Monitoring
Start Date:3/30/2015

Additional Comments/Notes - Subs (1)
Title/Caption Date Time Done By Comment/Note
4/10 Met with Brandon 4/10/2020 3:18 pm Bryan Dayton

Plan: 1. Build out report, 2. changes to existing page if possible (show the uom and only allow one box), 3. if changing the cart, skip the 0,0. 

Bonus Round (meet with Brandon to complete the plan): 1. plan out the thresholds based off of locations, 2. custom_numerics table, 3. move away from json, and 4. think dynamic one-to-many.