Stores Workshop
The following requirements were raised by Stores staff at a workshop on 24th September. The list also includes some requirements that were flagged prior to the workshop, these were not included in the prioritisation voting during hte workshop.
Legend for 'Priority Voting'
W - white poker chips - non-barcoded Stores
G - green poker chips - barcoded Stores
B - black poker chips - FInance
| Persona | Raised by | Request | Priority Voting | Comments | Size |
| Catrina | 1 Store | email users when products are ready for collection | 1W | Could users opt out of emails? Could they choose which email address? Configurable by Store? | Mouse |
| Catrina | 1 Store | Option to share a template with other users | 1W | How complex does this need to be? What if the original template changes? | Cat |
| Catrina | 1 Store | Backorder system (facility to reserve stock on order) | 3W & 1G | .A simpler alternative might be to allow an 'email me when in stock' | Cow |
| Jan | 1 Store | Financial limts per user and/or per order | 1G | Would the limit be per user/budget code combination? | Mouse + eAuthorisation work |
| Jan | 1 Store | Authorisations as per SciQuest | 4W | Sounds like a workflow is required. Would need to consider orders being rejected as well as approved. | Cow + eAuthorisations work |
| Jeff | pre-workshop | Ability to issue products via barcode scanner | n/a | Includes changes to user ID cards | Whale |
| Jeff | pre-workshop | Ability to issue stock via barcode scanner even when network is unavailable | n/a | . | Big whale |
| Jeff | pre-workshop | Ability to issue stock via barcode scanner even when product issues arise | n/a | . | Whale |
| Jeff | pre-workshop | Ability to operate two barcoded checkouts as busy times | n/a | . | Whale |
| Jeff | pre-workshop | Ability to issue stock via barcode scanner even when user issues arise | n/a | Should this be allowed from an audit/financial control point of view? | DIscuss with Douglas |
| Jeff | 2 Stores | Changes to stock re-ordering logic Changes to consignment stock levels (so that min & max can be the same) | 1W & 3G | addition of re-order quantity? | Mouse |
| Jeff | 3 Stores | Ability to generate PO in eFin for re-ordering stock | 3W & 1G | This would be better as a project | Ocean |
| Jeff | 2 Stores | Product sub-categories | 3W | These are important to the bigger Stores who have a large range of categories. These could be grouped into larger categories. e.g. category of 'Stationery', with sib-categories of 'envelopes', 'pens' etc eFin has anumber of interesting fields - category STK044, class STK045, group STK029, range STK076 Could just amend display so that drop-downs are used to cater for longer lists. Alternativelly could structure categories into groups within eStores (much bigger job) | Mouse to Cow depending on which option |
| Jeff | 3 Stores | Ability to hide/disable old products from product searches etc | 2W & 1G | . | Mouse |
| Jeff | 1 Store | Ability to cancel lines on an order (that hasn't been posted to eFin yet) | 0 | If the requested improvements to the interface frequency are made then this would be of little use.. | |
| Jeff | 1 Store | Negative stock for barcodes | 1G | . | |
| Jan | 1 Store | Reports on purchasing: - - per cost centre - per user | 1W & 1G | Should reporting be within eStores or via a recognised reporting tool such as Business Objects or WebFIrst? | Mouse (if in eStores) |
| Jeff | 1 Store | Printing options | 2W | Additional print options so that requisitions can be printed before and after picking | Mouse |
| Jeff | 2 Stores | Access to eAuthorisations for Stores Managers to speed up the set-up process for users | 5W & 2G | Although initially raised by HGU, this is a major concern for all Stores as eAuthorisation is a bottleneck for setting up users - especially given the volume of changes This will be flagged up to the Architecture Group as this issue will increase as more applications use eAuthorisations | eAuthorisations work |
| Jeff | 1 Store | User-friendly search engine | 0 | Already exists | n/a |
| Jeff | 1 Store | Clearly identifiable product list including supplier, pictures, categories & sub-categories | 0 | Mostly already exists except for supplier & sub-categories which are mentioned elsewhere | n/a |
| Jeff | 1 Store | To be able to see all stock available in the Stores, including: stock levels prices availabilty when ordered estimated delivery date out of stock notification | 1G | Small change to product list to be able to see everything | Check with Colin as we think the current report meets this |
| Jeff | 1 Store | Returns | 1W | We don't think eFin allows returns to be interfaced | Check eFin documentation |
| Jeff | 1 Store | Replenishment report by supplier & all suppliers | 0 | Supplier not currently held in eStores, only manufacturer. eFin holds 'primary supplier' - would this be ok? | Check with Colin if primary supplier is ok |
| Jeff | 2 Stores | Stock reporting exportable to Excel | 0 | Why is the data needed in Excel - is some functionality missing in eStores? | Checked with Sigita/Colin why this required - they both use Excel for their ad-hoc reporting requirements, stock checks etc |
| Richard | pre-workshop | Create a eFin posting rules webservice that can also be used by other projects | n/a | Would need TAD, ITI Unix time etc so maybe up to 5 days total effort | Check whether this could be done as part of FIN079 LEAN - Rhian to raise with Finance |
| Richard | FInance | More frequent interfacing of stock issues to eFin | 5B | . | |
| Richard | Finance | Stores default email address to editable | 5B | Closer integration of eStores with interface process via Unidesk |