Design Name: Design Name

Design Name: Make quantity and Priceeditable for partially received line items.

FL Release:TBD

Design ID: FL_ID_CR108

Status: Pending ReviewUpdated For OSC Review

Last Updated:2/12/04

Revision History:

A.Purpose

The purpose of this document is to outline the requirements for providing the functionality to make price and quantity editable on a line item that has been partially received when creating a change order.

B.Functional Scope

Summary

Agencies will create a Purchase Order and partially receive a line item (order 10 and only received 5) and choose not to close the order. There are occasion when the Agency will need to create a change order against this partially received line item and change the quantity of goods or the price of the goods ordered, but currently these fields are not editable. Agencies have requested that this functionality be added to MFMP. An example is an Agency purchases 5000 gallons of fuelon one line item. The Agency then receives 2500 gallons of fuel and realizes that they will only need a total of 4000 gallons of fuel. This functionality would allow them to create a change order against this partially received line item and change the quantity for the actual amount needed.

C.High-Level Functional Requirements

D.Assumptions

1. The Quantity field will be editable on change orders if the line item has either not been received or has been partially received (receiving status).
2. The Quantity field will not be editable if the line item is fully received (received status).
3. When a change order is generated against a partially received line item the quantity can not be changed to an amount less than the amount partially received. If a line item had an original quantity of 10 and was partially received for 5 when the change order is created the quantity can be changed to an amount greater than 5, but can not be changed to an amount less than 5.
4. The Quantity and Price fields will only be editable on a partially received line item when the change is completed through the change order process.
5. The Price field will be editable on requisitions and change orders if the line item has either not been received or has been partially received (receiving status).
6. The Price field will not be editable if the line item is fully received (received status).
7. The Price field will not be editable if the line item contains a Catalog item including line item pricing on Contracts.
8. Accounting fields will remain editable on change orders created against partially received line items.
9. The change order workflow will not be affected by the new functionality.

E.Detailed Requirements

Workflow Requirements

N/A

Usability Requirements

The primary purpose of this change request is to improve usability. This functionality will allow users to create a change order and change the quantity and price on a Purchase Order line item that has already been partially received. This will increase the accuracy of Purchase Orders, as well as, increase the usability of Blanket Purchase Orders. The process will be:

1. Create Requisition and complete the approval flow so that the Purchase Order is created.
2. Receive an amount less than the original amount ordered (ordered 10 and receive 5) and submit the receipt.
3. Find the Requisition to create the change order against. Make sure the requisition is in “Receiving” status and not “Received” status.
4. Create the Change Order and change the quantity or Price to the correct amount. Do not change the quantity to an amount less than the amount that was partially received.
5. Submit the change order and complete the approval flow so the new Purchase Order is created.

Data Exchange Requirements

N/A

F. Report Impacts

There are no report impacts for this change request.

G. Physical Purchase Order Impacts

There are no physical purchase order impacts for this change request.

H. Open Issues/Questions

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