Requirement Functionality Selection Order

Description Navigator (Y/N) Navigator

(Y/N)
Order Search Need the ability to Search all Orders not just N Y
orders within your branch

Product Search Need the ability to search by partial part Y N

number

Order Inquiry Orders should display based on the search N Y

criteria entered

Order Header Ability to select an order and display Order N Y

Inquiry Information

Order Detail Inquiry Ability to view all of the Order Line Details for N Y
an Order
Order Line Inquiry Ability to drill into an Order Line Y

Order Audit Ability to request history of an order via an audit N N

Order Line Ability to modify a Line prior to Shipment N Y

Maintenance

Order Line Add Ability to be able to add a new line prior to the N N
order being shipped

EDI Tracking Ability to track orders which are sent via EDI N Y

Price and Ability to partial search to view Orders in AOMS N Y

Availability Search

Price and Abilityi to view Products for availabilty to place N Y

Availability Display on orders
User Administration Users need the ability to Inquire on all orders Y? Y?
and products regardless of the Branch they are
assigned

Usablity Feature When you click on a link in order it takes you to N N

Changes a new page, but when you go back you lose
whatever search you had done.
Hitting the enter button after typing in a search N N
clears the search rather than starting it.

Link from IIS to Need the ability to Hot Link from an Order in N N
Navigator IIS and display in Order Navigator
Single Sign On into OrderNav ? ?
GAP (Y/N) Priority

1
 1

Low

Low

Low

1
 1

Y 1

y 1

Y 1

Y 1
 Information from Screen Shots

Need partial search on the following fields:

PO Number
Branch/Customer Number
AOMS Order Number (will need to determine which Order #
From/Thur Date
Product ID
Search by Product ID is used by the Business

Need to display the following fields for an order:

PO Number
Order Number
Order Date
Closed Date
Order Status - Shailendra will let team know what different order status are in SAP
Ship Complete

The Order should show the following Information:

PO Number
Project Name
Originator Name
Entry Date
Closed Date - Date that the entire order was completed
Entry Method
Order Total Amount

The Order Detail should display the following information:

Order Line #
Product ID
Quantity
Req Dock Date
Pub Dock Date
Ship Date
Status - Shailendra will get them a list of all SAP Line Status
The Order Line should display the following Information:
Line Reference Number
Product ID
PO Number
Fast Track Indicator (Y/N)
Line Ship Complete (Y/N)
Status - Shailendra will get them a list of all SAP Line Status
Req Doc Date
Pub Doc Date
Actual Ship Date
System Unit Price
List Price
Quantity
Ship To Address
Tracking ID
Tag Qty
Additional Description

Several possibilities were discussed:

1. Open a Service Ticket to have support provide the information out of SAP
2. Allow Power Users to access SAP Audit information via self serve
Fields that can be modified in AOMS are:
Add Line Hold
Cancel Quantity
Reason to Cancel
Request Dock Date
Shipping Method
Ship Location
Attention Name
Comment
Print Codes

In AOMS a user is allowed to be able to add a new line to the order prior to the order
being shipped.

In AOMS a user can use an Order search screen to track EDI orders based on
search criteria

In AOMS a user can do partial searches by:

Branch/Customer Number
Customer Product ID
Requested Doc Date
Order Quantity
Product ID

In AOMS a user can view the following fields:

List Price
Total Price
Total Quantity on Hand
Standard Lead Time
Minimum Qty to Order
Actual Active Start Date
Last Ship Date
At the Project level it is easy to add people

Doesn't necessarily give them the same access to Order Navigator

Branch Deligated Administrators can give this access - This is going to be reviewed
in the future. This should be fixed by May. Need to make sure BSNA is included in
these discussions

Will Review

Will Review

Need to have the link changed from AOMS to OrderNav

Need the ability to seemlessly go from IIS into OrderNav without needing to Log In
 Additional comments from the meeting

Need this information to show on a line by line basis for an order

Need to be able to search all orders regardless of the users Branch access

Search by Description isn't necessary

Navigator team indicated that you need to put in at least 3 characters to limit the
search. This was ok with the users

Need to be able to search all products regardless of the users Branch access
Navigator Order Number will be displayed
The Business had put this as a lower priority if they are allowed to call into Customer
Service and have them make the modifications

Samantha and Nick indicated they don't do maintenance using this screen

Ryan indicated that Order lines are able to be maintained. He will update us on
what fields can be modified in Order Nav. He did mention that in order to add
quantity to an order a new line would need to be added

The Business had put this as a lower priority if they are allowed to call into Customer
Service and have them make the modifications

The Business had put this as a lower priority and don't really use this feature

This feature is in Order Nav and allows you to view by PO or Order Number
The Business indicated that they primarily used this screen by Product

Navigator Catalog Interface has this information they will get back to us

The Business indicated that they would rather see the End Date for Expired
Products than Active Start Date

Navigator does have this information in their Catalog Interface and will get back to us
with how that is displayed
When searching by Product ID or Order the user needs to be able to search
regardless of their user access by Branch
ORDER INQUIRY This is the order search. We are able to do partial searches usin
Discuss the following Fields and whether Navigator has the In
Field Sel
PO Number: N
Branch/Customer Number
Customer Product ID
AOMS Order Number
Service Order Number
From thru Date
Product ID
Order Status

PRODUCT ID This allows users to search for a part number. There is a similar
Based on the above information from Samantha this isn't a re
ORDER INQUIRY SEARCH This is how a search results appears
Discuss the following Fields and whether Navigator has the In
Field Sel
PO Number:
AOMS Order Number -
Order Date -
Closed Date -
Order Status -
Hold?
Ship Complete -
ORDER NAV #
ORDER/HEADER INQUIRY This is how an individual orders appear
Discuss the following Fields and whether Navigator has the In
Field Sel
PO Number
Project Name -
Orig Name -
Entry Date -
Closed Date -
Entry Method -
Order Total Amt -
ORDER/LINE INQUIRY This is where you can view all of the lines on an order at once
Discuss the following Fields and whether Navigator has the In
Field Sel
Line Ref # -
Product ID -
Quantity -
Req Dock -
Pub Dock -
Ship Date -
Order Line Status -
ORDER/LINE This is a view of an individual line
Discuss the following Fields and whether Navigator has the In
Field Sel
Fast Track Ind -

Line Ship Complete -

Actual Ship Date -
System Unit Price
List Price -
Ship To Address -
Tracking ID -
Tag Quantity Text -
Additional Descriptions -
ORDER/ORDER AUDITS This is the order audit, I've never used anything from this page.
Does Navigator have an audit function for Order Changes?
Field Sel

Old Value
New Value
artial searches using any combination of the following. All are highly useful and important
avigator has the Information
ORD SAP Justification
Y Search by partial or full
Search by partial or full
NOT Needed
Search by partial or full
Search by partial or full
Search by ful
Search by partial or full
Search by partial or full

r. There is a similar feature in Sel Nav called "Direct Entry"

antha this isn't a requirement for the Navigator Team
avigator has the Information
ORD SAP Justification

Y NEW
avigator has the Information
ORD SAP Justification
n an order at once
avigator has the Information
ORD SAP Justification
avigator has the Information
ORD SAP Justification
hing from this page.
Order Changes?
ORD SAP Justification
ing. All are highly useful and important

Role
ALL
ALL

ALL
ALL
ALL
ALL
ALL
Other
Search across ALL US users (or by User group privilege
Search across ALL US users (or by User group privilege in future)
Search is 'OR' can enter either with Partial entry; Product ID lookup; must search with first 3 chars. Nav can't do less than 3
Field Engr say it's ok.
Need this to show on a line by line basis/ need to
show for partial ship if I order 100 temperature
sensors, but you only have 50, and I say ship 50,
need to keep track….

Need this to show on a line by line basis

Need this to show on a line by line basis
Need this to show on a line by line basis
Need this to show on a line by line basis
Would this be in SAP? It is NOT in NAVIGATOR.
Would need to call CSR in SAP.

SAP "could" provide superuser/admin to get this

function, ie HQ Ops/support in BSNA
 Comment Comments
Search partial on all field except dates;results are presented as 'AND' ie all that meet
privilege in future)
; must search with first 3 chars. Nav can't do less than 3

Comments

Saves info in case I go back

Any SEARCH function returns matching criteria
Header - is header needed?
Closed Date means ALL Shipped or cancelled o

Comments
Comments
Comments
Comments
D' ie all that meet the partial s
n returns matching criteria/results
ALL Shipped or cancelled orboth cancelled and done or ALL completley DONE.
ORDER MAINTENANCE These 3 screens had the same information as the Order Inqu
PRODUCT ID
ORDER MAINTENANCE SEARCH

Maintenance of an Order had been captured with a lower p

HEADER MAINTENACE

LINE MAINTENACE
LINE MAINTENANCE/LINE
SHIP LOCATION

ADD LINE
ORDER AUDITS Again I have never used this audit page
as the Order Inquiry Screen so we don't need to review them.

ed with a lower priority and doesn't need to be done for Go-Live but should be added to the B
uld be added to the Backlog
EDI TRACKING SEARCH This section allows you to see the order tracking through the AOMS s
Is this needed if you are able to check 3rd Party Information in Navi

EDI TRACKING SEARCH

rough the AOMS system, rather than the physical part tracking. I have personally never used it.
formation in Navigator
onally never used it.
Field engineer enters PO# and data for that po# is returned.
Will be part of order inquiry function
PRODUCT PRICE AND AVAILABILITY This allows us to see
Discuss the following Fields and whether Navigator has th
Field
Branch/Customer Number -
Customer Product ID -
Requested Doc Date
Order Quantity Search -
Product ID -

PRODUCT PRICE AND AVAILABILITY

Discuss the following Fields and whether Navigator has th
Field
List Price -
Total Price -
Total On-Hand Quantity -
Standard Lead Time Days -
Minimum Order Quantity -
Actual Active Start Date -
Last Ship Date -
ADD TO LIST I have neve used this list feature and feel it is covered by Se
SHOW LIST Is this the same as above? Is this displayed in Selection N

REQUEST I assume the request button use to actually create orders, b

Not a Requirement for Navigator?
ether Navigator has the Information
Sel ORD SAP Justification

ether Navigator has the Information

Sel ORD SAP Justification
d feel it is covered by Sel Nav
splayed in Selection Navigator?

actually create orders, but now just leads you back to the home of Product Price and availablity
Comments

Comments

END OF life date is critical

Used to track material quantities on hand, partials, etc.

Price and availablity
partials, etc.
 Based on the information below it appears that Order Navigator satisf

TRACKING INQUIRY This allows you to see all of the tracking details for all your orders at onc
rder Navigator satisfy's this requirement

all your orders at once. Extermely handy, but the information can be found on other parts of AO
d on other parts of AOMS and Order Nav