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feat: Putaway #23969

Merged
merged 22 commits into from Jan 25, 2021
Merged

feat: Putaway #23969

merged 22 commits into from Jan 25, 2021

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marination
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@marination marination commented Nov 20, 2020

Documentation: frappe/erpnext_documentation#203
Depends on frappe/frappe#11976

Putaway Rule

  • You can create a Putaway Rule that will specify what Item this rule is applicable on. It will also specify the capacity in a Warehouse for this Item. You can set a priority to determine which rule should be applicable first.
    saved-putaway-rule

  • This rule basically says Item Rice (kg) can be held in Warehouse Zone 2: Rack 2 - HUL which has a maximum capacity of 5000 kg for this Item.

Working

  • The Putaway Rules are applied on Purchase Receipts and Stock Entries (only of type Material Receipt and Material Transfer)

  • They are applied on the save of a Purchase Receipt/Stock Entry and also on enabling Apply Putaway Rule checkbox
    stock-entry-transfer-putaway

  • If all the Rules are exhausted and the Warehouses are at capacity, feedback is given.
    Screenshot 2020-12-08 at 7 35 11 PM

Warehouse Capacity Summary

You can also see how much of your warehouses are occupied and can change the Capacity too via Warehouse Capacity Summary.
Screenshot 2020-11-26 at 10 16 06 AM

ToDo:

  • Improve feedback formatting for unallocated Items

  • Add UOM in Rule and Update as per UOM

  • Tests (Update tests with more use cases)

  • Documentation(update docs with new design)

  • Create a Capacity vs Current Stock Level Summary

  • Change Rule Application Design(apply on save in form) and Block Over Receipt via Applied Rule

  • Apply Rule on checkbox trigger

- Added UOM & conversion factor field in Putaway Rule
- Items are split and assigned as per UOM
- Handled Whole UOMs too
- Fixed Sider Issues
- Added perms to Putaway Rule
- Added Unit Tests to check warehouse assignment
@marination marination marked this pull request as ready for review November 24, 2020 11:58
- Validate capacity < stock level only on new rule
- Mention stock uom while validating capacity in new rule
- Separate function to format and display unassigned items
- Format ORM args
- Added Page Warehouse Capacity Summary
- Added Page to Desk and Putaway List View
- Reused Item Dashboard/Stock Balance page render code
- Added naming series to Putaway Rule
- Added checkbox 'Apply Putaway Rule' in PR and SE
- Added link to rule in child tables
- Rule is applied on Save
- Validation for over receipt
- Apply Rule on Stock Entry as well for Material Transfer and Receipt
- Table is reset and overwritten with applied rules on checkbox trigger
- Sider fixes
- Tests as per new design flow
- Fixed duplicate data bug in Warehouse Capacity Summary
- Set Amount currently on applying rule in client side
- Apply rules on server side before validate
- Maintain item-warehouse wise rules for Stock Entry Material Transfer
- Test cases for Stock Entry with more use cases
- Sider fixes
- Fix incorrect indentation after merge conflict
- Sider
- Validation for overreceipt on Purchase Invoice, Stock Entry, Purchase Receipt & Stock Reconciliation
- Every incoming stock transaction must be checked to avoid overcapacity
- However application of rule and splitting only on certain doctypes
- Validate capacity < stock balance on save in putaway rule, irrespective
@rohitwaghchaure rohitwaghchaure merged commit fa3ec3c into frappe:develop Jan 25, 2021
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2 participants