[Web-erp-users] New Web Erp Functionality

[Richard S. P. <rs...@pb...>]

Here's what we want to do, any ideas/issues/objections/cheers, anyone.


Goals
-----
  - Add to Web-Erp functionality to provide for Serial Number Tracking on
    Stock Items.
  - Provide for this Serial Number information (and other Stock info) to
    move in and out of Web-Erp via XML files.

Key
---
[TBD] = To Be Decided/Determined
[OWERP] = Outside Web ERP

Outline
-------
An external application will be used to record serial numbers by reading
barcodes or electronic tags.
This app will produce an XML output file including amongst other things
the stock code and each serial number that has been found.
An example of this XML file is at the end of this note.

Suggested Solution
------------------
Table Amendments
----------------
  In Web-Erp
    - On the StockMaster add a field to indicate that Serial Numbers are
      required for this item.  From here on all comments below apply only
      to such items.
    - Add a New StockSerialNo Table with Fields(StockId, SerialNo,
         DateRcvd, DateLastStockTake, PONum, GRNum, InvNum)


============================================================================
Purchase Order
--------------

  In Web-Erp
    - In Purchase Orders, on a specific PO, a button leads to the generation
      of an outgoing XML file describing the order.  This XML file will have
      an element per ordered item, including empty slots for the serial
      numbers. So ordering (Item(A) * Qty(10))+(Item(B) * Qty(3)) = 30
items.
      [TBD can we make sure this only occurrs on finalised PO's]

============================================================================

Outside Web-Erp
  - This XML file might be provided to a supplier, but in the specific case
    we are developing the file will go to the serial number collection App,
    for use during goods receiving.

    Regardless of where it goes, we expect the file to be updated with
    serial numbers for return to Web-Erp in Goods Recieved.

============================================================================
Goods Received [TBD Where is this in Web-ERP?]
--------------
In Web-Erp
  - In Goods Received, on the header of a Receiving Note, when receiving a
    known purchase order, a button leads to the import of the updated XML
    file.  This creates the Receiving line items as well as adding lines to
    the new StockSerialNo Table.
    [TBD - Is there a post/commit stage for the PO that could be expanded]

============================================================================
Sales Order
-----------

Outside Web-Erp
  - The the serial number collection App will create a new XML file for a
    customer sale.

----------------------------------------------------------------------------
In Web-Erp
  - In Sales Order Entry a button leads to the import of an XML file.
    This creates the Sales Order line items as well as updating the New
    StockSerialNo Table.
    [TBD - Is there a post/commit stage for the SO that could be expanded]
============================================================================
Stock Take
----------

Outside Web-Erp
  - The the serial number collection App will create a new XML file for a
    Stock Take.

----------------------------------------------------------------------------
In Web-Erp
  - In Stock Take [TBD Where is this in Web-ERP?] a button leads to the
    import of an XML file.  This updates StockSerialNo.LastStockTakeDate
============================================================================

Reports/Enquiry
---------------
 - Item/SN, PurchOrder, SalesOrder, Supplier, Customer, DateIn, DateOut
 - Stock Take Exception (eg you just recorded an Item supposedly sold)
 - [TBD what else?]

----------------------------------------------------------------------------
XML File Handling
-----------------
To permit the XML files transferred to be used by different systems,
All Arriving (comming into Web-Erp) and Departing XML files will be
transformed (using predominantly XML/XSL transform) into the correct format.

We will provide a default transform method, but allow this to be a
superceeded
by a specific method per Supplier or Customer.
For example for an Arriving Supplier Batch the order will be:
 1 - Look for an Arriving-Supplier-Specific Method.
 2 - Look for an Arriving-Supplier-Generic Method.
 3 - Look for an Arriving-Generic Method.

Web-ERP code will only be written to handle a SINGLE XML incomming format,
but will use the above to ensure it recieves this format.

Likewise Web-ERP code will only be written to handle a SINGLE XML outgoing
format, but will use the above to ensure it sends in the appropriate format.


----------------------------------------------------------------------------
Example XML File
----------------
----------------------------------------------------------------------------
<ROOT>
   <CONTROL Action="RECEIVING"/>
   <StockItem StockCode="CTV-64b100">
      <Item SerialNo="13254761-aerg"/>
      <Item SerialNo="22554761-aerg"/>
      <Item SerialNo="23254761-aeff"/>
   </StockItem>
   <StockItem StockCode="BnWTV-5568">
      <Item SerialNo="44500000001287"/>
      <Item SerialNo="44500000001288"/>
      <Item SerialNo="44500000001290"/>
   </StockItem>
</ROOT>
----------------------------------------------------------------------------

Regards
Richard
rs...@ia...
(27) 83 407 3931