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  1. Josh, are there any other GS1 fields or naming changes needed?

  2. If a TradeItem has no Lots, then has StockCards with inventory and adjustments with no Lots, then later on the TradeItem has lots, how does that impact the Stock service?

    1. Proposed solution A: For any TradeItem, allow the simultaneous existence of stock cards that have Lots along with stock cards that do not have Lots. We simply need our software to be flexible since Lots might get introduced into the supply chain at different times or in different locations, even after some stock cards and physical inventories exist in the software.

    2. Proposed solution B: For any TradeItem, it has a configuration to specify whether it is managed using Lots or not. To change a TradeItem to begin using Lots, that configuration change would modify the Orderables and Stock Cards in order to begin tracking stock in Lots. The pre-existing stock balances might be transferred to a "dummy lot".

  3. If a TradeItem has Lots and Stock service has inventories and adjustments associated with it, and then the TradeItem stops using Lots (or stops tracking Lots) and the system needs to transition to tracking the TradeItem without Lots data, how do users do that in Stock Management 3.1?

    1. Proposed solution A: (same as A above).

    2. Proposed Solution B: (similar to B above—an administrator would change the configuration and that would move all of the current quantities from Lots back into a stock card for the overall TradeItem with no Lot information).

  4. Inactive Flag on Lots: For future functionality (likely not for 3.1 release), we may need to discuss the Inactive flag and any business or process rules around who sets that flag, when, and why. EG, in a scenario where a TradeItem has Lots and Stock service has inventories and adjustments associated with it, and then the Administrator marks all those Lots as inactive (because they have expired or because they are out of circulation), if the Administrator does not enter any new Lots information for the new lots in circulation, and users of Stock Management are conducting inventories and adjustments with those new Lots that are not yet in the system, how does the system handle that?

    1. Proposed Solution A: Do not have an inactive flag in Stock for 3.1 release.

    2. Proposed Solution B: Do not allow administrators to mark Lots as inactive if there is any stock SOH quantity at any facility for a given Lot.

  5. Does Stock Management need an "adjustment" reason to move stock from one lot to another, in cases where it was inaccurately reported? Or in cases where it was previously inventoried with no Lot information but now we want to start tracking it by Lots?

    1. Proposed solution: For now we assume users might need to do this manually (pick some existing adjustment reason to reduce Lot A by 100 and increase Lot B by 100; or reduce count without a Lot by 100 and increase count in Lot C by 100). System administrators might choose to add a Reason to their system that is more descriptive for this case.

User Stories

#TitleUser StoryLabelImportanceNotes
1[API] Modify the existing APIs to support lot data model

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2359


Must HaveChange APIs to support GS1 standard and lot data model
2[UI] Change Physical Inventory page layout to support lot feature

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2360


Must HaveChange UI to display lot information
3Change Adjustment page to support lot feature

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2361


Must HaveAllow user to make adjustment for lot stock card
4Allow users to add lot for physical inventory

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2362


Must Have
5Print stock card summary with lot information

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2363


Must Have
6Print single stock card with lot information

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2364


Must Have
7View single lot stock card

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2365


Must Have
8View stock card summary including lot stock cards

Jira
serverJIRA (openlmis.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2366


Must Have

(This wiki page was originally created in response to ticket

Jira
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2108
).

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