1.    Introduction

The current document outlines the functional design of the Resource Allocation (RA) module. RA is a web-based application that seamlessly integrates with Sage Evolution’s (‘Evolution’) Work in Progress (WiP) module, allowing for the facilitated management of resources, with all relevant information directly accessible from the company’s database.

Workflows are fully customisable and are flexible in the setup. Workflows can either be setup using individual user accounts (agents) or based on groups (agent groups). This makes the management of resources an easy and faultless task.

2.     Authorizations

Requests awaiting a user’s permission can be found under the “To Authorize” nod on the left menu tree. The displayed list contains solely requests for which the user signed in needs to provide authorization. Per transaction within the list three actions are available as follows:

-        Use transaction as template

-        Set workflow one step back

-        Edit

Using the “Edit” function opens the details of the chosen transaction. Adjustments can be made to the transaction and/or the following actions can be undertaken, using the buttons in the upper right corner of the window.

-        Reject transaction

-        Approve transaction

-        Save changes

3.     Allocations

3.1. Asset allocation

Assets can be allocated under the “Asset allocation” nod (under “Allocations”) on the left menu tree. Filters can be applied to the assets list, using the buttons in the upper left corner above the list.

Assets can be allocated by filling in the according fields per line (e.g. Department, Manufacture, Driver, Activity, Implement), selecting the preferred line and clicking on the “Start workflow” button in the upper right corner of the window. Changes made can be saved, using the “Save changes” button in the uper right corner.

3.2. Resource allocation

The resource allocation works in the same way as the asset allocation, described above.

4.     Stock issuing

4.1. Stock requisition

Stock requisitions can be made under the “Stock requisition” nod (under “Stock issuing”) on the left menu tree. Per requisition the following information is to be filled in/selected:

-        Type (Warehouse/Manufacture/GL)

-        Requester: This field is automatically filled in with the name of the user making the requisition

-        Department

-        Approver: This field is automatically filled in with the name of the user that is to authorize the requisition according to the applicable workflow

-        Reference: This field is automatically filled in by the system

-        Date

-        Project

-        From warehouse

-        To warehouse

Comments can be added in the “Comments” box on the right.

Stock requisitions can be saved and/or submitted, using the buttons in the upper right corner.

New item lines can be added, using the “+” button. Per item line all fields are to be filled in. Quantity on had per warehouse can be viewed, and lots can be tracked, using the buttons on the right of each item line.

4.2. Drafts

A list of the stock requisition drafts can be viewed under “Drafts”. Each draft can be viewed, edited, submitted or rejected.

4.3. Issue stock

A list of the approved stock requisitions can be found under the “Issue stock” nod on the left menu tree. Each requisition can be reviewed, using the “View” button on the right.

Reports can be printed and/or approved stock requisitions can be finalized, using the buttont in the upper right corner.

4.4. Process outstanding

Outstanding stock requisitions can be processed under the “Process outstanding” nod on the left menu tree, by selecting the desired requisitions and using the “Process” button.

4.5. Break-up overview

A break-up overview of the bills of material can be found under the “Break-up overview” nod on the left menu tree. The status of each bill of material is displayed at the front of each line. Lines can be reviewed, using the “View” button on the right of each line. 

After opening the desired line, changes can be saved and/or submitted, using the buttons in the upper right corner.

5.     Integrations

5.1. Invoicing

Intercompany invoicing can be done under the “Invoicing” nod on the left menu tree. The following fields are to be filled in.

-        From company

-        To company

-        Start date

-        End date

-        Invoice date

These work as filter, providing a list of invoices available. Amounts can be invoiced by selecting the appropriate line(s) and clicking on the “Process” button in the upper right corner.

5.2. Resource and asset allocation processing

Resource and asset allocations can be processed under the according nods (“RA Export” and “AA Processing”) on the left menu tree, by selecting the appropriate liens and clicking on the “Process” button in the upper right corner.

6.     Reports

6.1. Report Wizard

Reports can be generated, using the “Report Wizard” nod on the left menu tree. The following steps need to be completed in order for a report to be generated.

1.      Settings

-        Continue from unfinished (Optional)

-        Name

-        Type (PDF/BIC/DataGrid/PivotGrid)

2.      Query

-        Query

-        Datareader login

3.      Filters

4.      Layout

5.      Finish

6.2. Datasources

A list of the existent datasources can be accessed through the “Datasources” nod on the left menu tree. Datasources within the list can be edited and/or removed, using the according buttons on the right of each datasource. New datasources can be added, using the “+” button above the list.

In adding a new datasource, a name and description are to be given, as part of the first step.

Next, the following steps are to be completed.

-        Queries: New queries can be added, using the “+” button. In doing so, the following fields are to filled in. information is saved, using the “Save” button in the upper right corner.

• Table name
• Description
• Query
• Datareader login

-        Relations: New relations can be added, using the “+” button. In doing so, the following fields are to filled in. Information is then saved, using the “Save” button at the bottom.

• Name
• Parent table
• Parent column
• Child table
• Child column

-        Filters: New filters can be set, using the “+” button. In doing so, the following fields are to filled in. Information is then saved, using the “Ok” button at the bottom.

• Caption
• Field name
• Type (Text/Date/Boolean/Number/Lookup/MultiLookup)

6.3. BI reports

Business intelligence reports can be accessed through the “BI reports” on the left menu tree. Existent reports can be viewed, edited and/or removed, using the according buttons on the right of each report. New reports can be added, using the “+” button above the list.

In creating a new report, the following fields are to be filled in, as part of the first setp. Information is then saved, using the “Ok” button at the bottom.

-        Name

-        Description

-        Datasource

-        Type

After, layouts and schedules are to be set. Reports can then be run, using the “Run report” button in the upper right corner.

7.     Overviews

7.1. Pending

Pending requests can be viewed under the “Pending” nod on the left menu tree. The following actions are available per request. These are available through the according buttons on the right of each transaction.

-        Use transaction as template

-        Set workflow one step back

-        Edit

7.2. Pending

A list of the already closed (completed) transactions is available under the “Pending” nod on the left menu tree. Accordingly, the following actions are available per transaction.

-        Use transaction as template

-        Set workflow one step back

-        View