2017-12-12 Workflow discussions
Date
Dec 12, 2017
Attendees
@Sam Im (Deactivated)
@Mary Jo Kochendorfer (Deactivated)
@Nick Reid (Deactivated)
@Rachel Powers (Deactivated)
@Chongsun Ahn (Unlicensed)
@Josh Zamor (Deactivated)
@Brandon Bowersox-Johnson
Goals
Align on terms and understand our system's particulars
General logistics process (SCOR overview) vs OpenLMIS process
Requisitions and Stock Management are specific concepts for OpenLMIS
Agreement on 3.3 Re-Supply scope so that we can move forward with requirements
INTERNAL: 3.3 Work Streams Discussion (Focus on high level overview of Re-Supply only)
OpenLMIS Services
Version | Stock Management | Request Stock | Orders | POD |
|---|---|---|---|---|
3.0 | None | Requisition & Report User Inputs all Data (SM + Reporting + Request) Approval Process: User approves Request amounts → order amounts in next service | External Fulfillment | Beta - Not connected to shipment Only displays the ordered amount |
3.3 | SOH is updated (Physical inventory) Generate a Request for Stock
| Req goes through simple approval (no authorize) and converted to order Create an order Plan a distribution | Orders can be fulfilled locally or externally Fulfill multiple orders (batch order fulfillment or distribution) | Fill/shipment quantities populate POD (update SOH) Reject |
Requisitions 3.0 handles three functionalities: Reporting, Requests, and Stock Management, all within one requisition.
Meeting Notes:
Mary Jo explained the table above (live picture below):
Lots of discussion about terminology and what parts to build first.
Questions:
What terms do we need to align on to continue this discussion?
Why did we decide to start on certain pieces first?
What is "enable" in SCOR? Human resources, finance, costs, asset mgmt (per SCOR)
Does SM tie into Local Fulfillment and POD? Yes
MVP is described as:
Req Pickup
Req Deliver
Allocate Pickup (create an order directly)
create an order that needs to quickly fulfill
Allocate Deliver (plan a distribution)
For allocation, does that mean there will be no POD because there is a pickup? There is still the concept of POD because it may be printed and signed for confirmation. There is no shipment created in this scenario (Shipment-less POD).
Convert to Order question: Local fulfill vs external fulfillment. How do we convert to order for local fulfillment? This question is on the requirements page for Create an Order
Dependencies:
Question: How do we manage UI component dependencies that depend on different back-end services being on or off?
Josh: we need to come up with patterns
"soft dependencies" versus "hard dependencies"
"feature-based dependencies"
need to be clear which are build-time dependencies versus run-time
temporary decision: make Fulfillment dependent on CCE and SM for now (and revisit later; see Action Item below)
Configuration has lots of open questions.
If SM is not turned on, can you still fulfill an order using Local Fulfillment (when setting fill quantities?) No, stock management is needed to display your SOH.
Which workflows need to work offline?
It depends. The SM Requisition could come from an offline tool.
The approvals could also be more offline (like you get an email–you don't have to log in to approve). But that is more of a different feature rather than standard "offline".
Local fulfillment might need to always be online.
Maybe we need to get it built and working and then once we see it working we can decide what parts work offline.
Action items