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Production and Consumption

Technical documentation
08/08/2024

Problem Statement

Various settings with outdated names and functions related to consumption and production need thorough revision and reconfiguration over time.
The user currently lacks the capability to perform consumption product-wise and calculate the cost per unit accordingly.

Requirement Overview

We've successfully implemented the production and consumption features. However, within the current functionalities, the settings and overall functionality appear somewhat confusing and outdated. As a result, we are in the process of reconfiguring the settings and enhancing the features to meet new requirements. This reconfiguration will provide us with the flexibility to adapt to changes in the near future.

Database Changes

  • EnableProduction = 1 | 0
    • EnableProduction =1
      • View Production Menu [Transaction/Reports]
    • EnableProduction =0
      • Hide Production Menu [Transaction/Reports]
  • LinkProductionwithconsumption =1 | 0
    • LinkProductionwithconsumption =1
      • New UI for consumption entry
      • Consumption is compulsory from BOM or Manual
      • Production Rate is calculated from consumption, production rate not posted manually until setting enabled Enableconsumtionbaseproductionrate =1.
      • It is mandatory for the 'mastermcode' column data in the Production INVPROD table to be provided.
      • If Consumption is calculated from the BOM after that in consumption pop up, Manual item entry should be disabled.
    • LinkProductionwithconsumption =0
      • Old UI
      • Consumption is optional and have no relation with production
      • The Production Rate is not derived from consumption. The default value displayed will be the cost price recorded in the item master until it is manually updated.
      • 'mastermcode' column data should be null in the Production INVPROD table.
  • Enableconsumtionbaseproductionrate = 1 | 0 [This setting will only take action when • LinkProductionwithconsumption =1]
    • Enableconsumtionbaseproductionrate = 1
      • Rate in the production will be calculated based on the consumption
      • Rate and Amount field will be locked in default and will be filled after consumption entry completion
    • Enableconsumtionbaseproductionrate = 0
      • Rate in the production will not be calculated based on the consumption.
      • Rate and Amount field will not be locked in default and rate will be filled from product master.
  • EnableManualBatchinproduction = 1 | 0
    [This setting will take action in both case when LinkProductionwithconsumption = 1 | 0]
    • EnableManualBatchinproduction = 1
      • Let’s user enter New Batch Name which is manually entered at the time of production.
      • As per product unique validation of batch number is required
    • EnableManualBatchinproduction = 0
      • Generate auto Batch which is system generated time of production.
      • Batch column should be either locked or hidden in production form.
  • EnableBomBaseConsumption = 1 | 0
    • EnableBomBaseConsumption = 1
      • Enable ‘Calculate BOM’ button in Consumption Pop up and hide ‘List BOM wise items’ button in Consumption Pop up
    • EnableBomBaseConsumption = 0
      • Enable ‘List BOM wise items’ button in Consumption Pop up and hide ‘Calculate BOM’ button in Consumption Pop up
      • To use the BOM wise items ,Enableconsumtionbaseproductionrate = 1 and LinkProductionwithconsumption = 1 should be enabled.

Limitation

  • Alternate units do not support this feature.

UI Design

https://www.figma.com/file/xhSiJsVJUcgEuZzTJMOpgX/production-entry?type=design&node-id=1%3A4&mode=design&t=RZ2iJZam4j9NgJOL-1

Functional Requirement

  • Requirement 1: Discard all the existing setting related with production and consumption and add new settings
    • Setting to be discarded
      • EnableCompulsaryConsumption
      • EnableOnetoOneProduction
  • Requirement 2: Setting that need to be added
    • Setting to be added
      • EnableProduction
      • LinkProductionwithconsumption
      • Enableconsumtionbaseproductionrate
      • EnableManualBatchinproduction.
      • EnableBomBaseConsumption
  • Requirement 3: Maintain the existing user interface flow for both production and consumption in scenarios where the setting is [LinkProductionwithconsumption = 0], ensuring that production and consumption remain independent.
  • Requirement 4: Create a new pop-up for consumption that displays product consumption line by line at the time of production or through BOM. This should occur after completing the production process, just before transitioning to another item for production on the grid. Note that the old UI's consumption is used as a view only as per the design attached UI design. The configurations mentioned above should be taken into account during the development of the workflow.
    • If the user closes the consumption form without or with feeding the data and press of cancel button,
      • After pressing the pop-up message should pop up ‘Are you sure you wish to cancel the consumption entry? This action will also remove the produced item from the grid.’
      • Add the line in grid.
  • Requirement 5: Existing report should be generated in all setting [Design Pending]

Application Flow

Flow 1
[Old Process when LinkProductionwithconsumption = 0]
Step 1: Goto Production Entry Menu.

Step 2: Enter the Item to be Produced from production tab
  • Batch will be auto generated by the system if [EnableManualBatchinproduction = 0], and when [EnableManualBatchinproduction = 1] user should enter batch manually in both case batch is compulsory
  • Cost of production is free user can enter the value as per requirement or as per menuitem
  • User can add Single or Multiple items in Grid
Step 3: Enter the list of Item to be Consumed from consumption form in next tab
  • Batch will be selected by the user for deduction
  • Rate of consumption will be as per available batch
  • User can add Single or Multiple items in Grid

Step 4: Save the production entry.

Step 5: Enabling the ability to edit production entries before stock movement is crucial. This modification will be implemented through the same process, and adjustments in consumption during this process will involve triggering either by placing the cursor on the quantity or after or pressing the tab key.
  • Screen will load the old consumption data then the client will make a change click on ‘Save’ at the time of clicking save.
    • If production quantity is changed and consumption is not changed than a message should pop up ‘The production quantity has been modified. Are you certain you wish to save the consumption without making changes?’
    • If production and consumption both quantity is changed no message need to be popped up.

Flow 2
[New Process when LinkProductionwithconsumption = 1]
Step 1: Go to Production Entry Menu.

Step 2: Enter the Item to be Produced from production tab
  • After entering Code, Item Name, Batch No, Unit, Quantity and exp then consumption pop up should appear. [If mfg. and exp is compulsory]
  • After entering Code, Item Name, Batch No, Unit, Quantity then consumption pop up should appear. [If Mfg. and Exp. is not compulsory]
    • Batch will be auto generated by the system if [EnableManualBatchinproduction = 0] and will be manually entered if [EnableManualBatchinproduction = 1] and input is compulsory
  • Users can add single or multiple items to the grid, and for each item, the system will prompt for consumption entry pop-up.
Step 3: Enter the list of Item to be Consumed from consumption form in Pop Up than Click on Apply after completion [Manual Item Entry].
[When EnableBomBaseConsumption= 0]
  • Batch will be selected by the user for deduction
  • Rate of consumption will be as per available batch
  • Users can add Single or Multiple items in the Grid.
  • Additionally, the user can enter items mapped to the selected item from the Norm Setting by clicking on the "List BOM Wise Items" button.
    Or,
    Step 3: Click on ‘Calculate BOM’ will list item to be consumed from BOM in Pop Up than Click on Apply after completion.
    [When EnableBomBaseConsumption= 1]
  • Batch will be auto selected in FIFO method by system for deduction
  • Rate of consumption will be as per selected batch
  • Once the item is loaded in grid after clicking on calculate BOM manual entry shouldn’t be allowed.
  • Reset button: Data filled in grid should be removed and manual entry should be allowed.

Step 4: Rate and Amount column of production from should be auto filled after clicking on apply on consumption form [Enableconsumtionbaseproductionrate = 1]. And at the same time consumption tabs should reflect the data in view mode only as in designed mentioned in UI design.
Or,
Step 4: Rate and Amount column of production form will be auto filled from product master item rate [Enableconsumtionbaseproductionrate = 0]. And at the same time consumption tabs should reflect the data in view mode only as in designed mentioned in UI design.

Step 5: Save the production entry.

Step 6: Enabling the ability to edit production entries before stock movement is crucial. This modification will be implemented through the same process, and adjustments in consumption during this process will involve a popup triggered either by placing the cursor on the quantity or pressing the tab key.
  • If setting is ‘EnableBomBaseConsumption= 1’ than client will load the data and recalculate the Consumption and save the consumption itemwise.
    OR,
  • If setting is ‘EnableBomBaseConsumption= 0’ than pop up will load the load old consumption data than client will click on ‘Apply’ at the time of clicking apply
    • If production quantity is changed and consumption is not changed than a message should pop up ‘The production quantity has been modified. Are you certain you wish to save the consumption without making changes?
    • If production and consumption both quantity is changed no validation.

Definition of Done

  • Users must have the capability to configure all settings, and these configurations should influence the application in accordance with the specified workflows.
  • Users should be able to establish norms and conduct production with or without per-unit cost calculations based on their norms.
  • Users should have the ability to save productions, including items produced through both automatic and manual batch processes.
  • Develop a script that ensures the preservation of the production configuration for existing users, preventing any disruption to their established settings

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