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Target release	3.1
Epic
Document status
Document owner	Shiyu Jin (Deactivated)
Technical Lead	Pengfei Cui (Deactivated)

Goals/Scope

Ability to record a physical inventory count (sometimes called stock take, or physical count)
A draft physical inventory can be saved and returned to

Background

<Insert background and context so people can understand why we developed the feature the way we did> Shiyu Jin (Deactivated) please fill this section out.

Assumptions

Products/Orderables are managed centrally (meaning an Admin adds new products and assigns those products to approved lists for facilities/programs), storeroom managers cannot add new products/orderables to the master list
Active Products (those have stock cards) must be included in the physical inventory and storeroom managers must input the physical inventory quantity.
Storeroom managers can add inactive products (do not have stock cards) in the approved product list

User Stories

Shiyu Jin (Deactivated), please update the following table with the tickets and user story column. I inserted some but it was a guess.

#	Title	Label	Importance
1	Create a new physical inventory	Relevant labels to distinguish source. From which system, or which country?	Must Have
2	Add new products from the approved product list during physical inventory		Must Have
3	Save a physical inventory draft		Must have
4	Submit a new physical inventory		Must Have
5	Remove a physical inventory draft		Must Have

Diagrams/Steps

Step 1 : User selects Program

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-05-16 at 4.15.03 PM.png

Step 2 : User is brought to the "Physical inventory" page, where they can create/view physical inventory.

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-05-16 at 4.17.18 PM.png

Step 3 : Input quantity for active products

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-05-16 at 4.26.06 PM.png

Step 4 : user selects the "Add" button

Search/Select Product
Click 'Add' button
Input quantity
Add N products to physical inventory

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-05-16 at 4.23.25 PM.png

Step 5 : After added products

Product Code

Product

Lot Number

Expiry Date

Stock on hand

Current Stock

C100

Venlafaxine capsule 75mg

Lot A

05/05/2018

34

(cannot edit)

100

(editable)

Step 6 : Save physical inventory

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-04-17 at 3.15.50 PM.png

Step7: Remove a physical inventory

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-05-19 at 3.53.18 PM.png

Step 8 : Submit physical inventory

Users are required to choose the occurred date for the physical inventory. Moreover, users are able to fill in the optional signature fields.

After users click the confirm button then this physical inventory is submitted.

OpenLMIS > Manage Physical Inventory > Screen Shot 2017-04-17 at 3.20.35 PM.png

Dependencies

Identify initial dependencies that are on the critical path for this functionality and may affect the delivery time and serving of business goals. Include links to stories.

Description	Link
Allow storeroom managers to create stock cards during physical inventory
Validation for physical inventory stock event
Only the program ID, Facility ID and orderable ID combination can create a stock card, get rid of the logic that stock card can be created based on the stock card ID. This is the feedback coming from technical discussion meeting.

Open Questions

Initial communication between stakeholders and the development team to help understand scope and estimates.

Below is a list of questions to be addressed as a result of this requirements document:

#	Question	Outcome	Status
1		Communicate the decision reached	Open, In Progress, Closed, and date of closure
2

Out of Scope

A fixed schedule to complete the physical inventory
Physical Inventory data automatically feed into requisition service