As a user Administrator and customer, I want to run a customer stock report that allows me to aggregate stock based on the preferred UOM for each product. The report will need to show stock quantities that are less than the preferred UOM in the UOM that is appropriate i.e. If my product is wine and the preferred UOM is a Dozen Case, and I have 13 bottles, then the report would show 1 Case, 1 bottle.
Stock report requires a mode - 'display by UOM Level'
e.g. Level 2 for a product with Eaches 1:1, cartons (10 Eaches:1), Pallets (100 Eaches:1)
Would display for SOH for a pop qty of 111 as 11 Cartons and 1 each
NB - is a product only has one UOM - only display the base UOM.
This report is used both internally for understanding stock on hand by preferred UOM by Customer and by Tenants Customers to view their specific Stock on Hand by preferred UOM which will be the same.
To achieve this, there will need to be some way the user can determine a specific UOM as the preferred or default UOM for this report and possible future functionality like preferred picking Unit.
At present, the current stock report will only run at Base UOM or highest scaled UOM.
* Must be able to run the report as a customer (only show the customers stock) and an administrator (show all Customers and have the option to filter for one)
* Must be able to export to Excel
* Display results on the screen
* Current functionality retained, e.g. Add columns feature, date selection, show out of stock, group by batch if present
# _Go to Reports -> Stock by Preferred UOM Report_
# _Filter by Customer_
# _Select columns to be included_
# _Select other options as listed above_
# _Select the UOM to report on_
# _Click Show Report_
_Confluence documentation needs to be updated to include this new report._
_[https://help.cartoncloud.com/pages/viewpage.action?pageId=100892685_]
Comment for ash. Separate ticket for Display decimal on hand by UOM coming from Scott/Tony + template Pick Slip by preferred UOM.
