Reference Ticket: https://care.ginesys.in/a/tickets/299135
Module: Admin > Security > User > User Profile
Background:
Brands wants to keep the purchase price of a product confidential and restrict users making transactions in ERP to see the same.
To implement this, we have options in profile:
Inventory Module > "Display cost of items in transaction modules"
Procurement Module > "Display rate and value in Receipts and Returns"
Ideally, the purchase price of a product should only be displayed to the user if these options are checked in the profile for respective modules
There could be multiple data points from which user could get to know the purchase price of a product and these data points would differ for each form.
Observation:
As checked,
When "Display cost of items in transaction modules" is unchecked for Inventory module, then only the "Standard Rate" field in item master in view only mode is being hidden from the user and all other data points are visible in all transaction forms via which users can easily get to know the purchase price of a product.
When "Display rate and value in Receipts and Returns" is unchecked for Procurement module, it is in line with the expectations and working fine for transaction forms under Procurement Module, but it is also noticed that this option has effects on transaction forms of Inventory Module as well i.e. The rate column in transaction forms & The "Site Wise Last In Rate" block in item master in view only mode is getting hidden.
The said profile options doesn't cater all aspects of purchase price for batch/serial items
The absence of a comprehensive Functional Requirements (FR) document for the specified profile options is causing a lack of clarity regarding subsequent modifications.
Conclusion:
After the basic analysis, it is found that there are multiple touch points in incorporating/enhancing the said functionality properly, specially after incorporation of Batch/Serial in Ginesys ERP.
A form wise deep analysis is needed before preparation of an FR Document for all the transaction forms involved in Inventory and Procurement modules.
The analysis is already started. Once done, we will be pushing this via development pipeline, hence marked this ideas as 'LTI'.
-Raj Choudhary | BA
Product Team
