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Anexo 4: Funções Empresariais

As funções de negócios são um conjunto de recursos disponíveis para o usuário. Eles são usados ​​ao criar funções (consulte Funções (somente administrador de aplicativos)). Cada função tem uma ou mais funções de negócios. Para dados de nível mestre, os verbos usados nas funções de negócios são os seguintes:

  • Lista – Permite ao usuário ver a tabela com os dados existentes para aquele elemento de dados mestre. Se apenas “Lista X” for escolhido, o usuário poderá ver apenas “X”, mas não poderá editar ou adicionar.
  • Editar – Permite ao usuário atualizar ou editar o elemento de dados mestre. Nota: Sempre inclua “lista” junto com “editar” ou o usuário não poderá ver a tela para editar os elementos de dados. (NOTA: Uma entidade não pode ser excluída. Os usuários só podem 'Desativar' entidades.)
  • Adicionar – Permite ao usuário adicionar um novo registro para o elemento de dados mestre. Nota: Sempre inclua “lista” junto com “adicionar” ou o usuário não poderá ver a tela para adicionar elementos de dados.
  • Gerenciar: Permite ao usuário executar todas as funções mencionadas acima

A função comercial acima pode ser fornecida aos usuários em qualquer combinação. Por exemplo:

  • O usuário A tem acesso apenas à “Lista”, portanto, só pode visualizar os dados existentes (“somente leitura”)
  • O usuário B tem apenas acesso “Lista” + “Editar”, portanto pode visualizar e editar dados existentes, mas não pode adicionar ‘novas’ entidades.
  • O usuário C tem acesso “Lista” + “Adicionar”, para que possa adicionar novas entidades e visualizar a lista de entidades.
  • O usuário D tem acesso “Adicionar” + “Editar” + “Lista” (Gerenciar) que permite realizar todas as 3 ações.
#Menu OptionBusiness FunctionBusiness Function Description ("Allows enabled user/s to...")
1TranslationsLabel translationsInput/update the "static labels" for QAT enabled languages – which are reflected during new releases
2Database TranslationInput/update the "dynamic labels" for QAT-enabled languages - which are reflected immediately
3View TranslationsView the translations, whether label or database
4Application MastersApplication DashboardView the application dashboard
5View Application-level MastersView the master CRUDs at Application level
6Manage CountrySetup and manage the country
7Manage CurrencySetup and manage the currency
8Manage DimensionSetup and manage the dimension
9Manage LanguageManage the language setup and administration activities
10Manage RoleManage the role creation and assignments
11Create RealmCreate new realms (this is restricted to Application Admin role)
12Edit RealmUpdate/edit data related to an existing realm to which he/she has been provided access
13List Realmview the list of realms to which he/she has been provided access
14Show Realm SelectView the list of Realms available at the Application level
15Manage RegionSetup and manage regions at country level
16Manage UserView, add, and update users, as well has assign specific access and roles
17Manage UnitSetup and manage the units for the dimensions
18Upload User ManualUpload new version of user manual
19Manage Usage PeriodAdd, edit, view usage periods.
20Realm MastersView Realm Level MastersView all Master screens at Realm level
21Manage Realm CountryManage the country
22List Data SourcesManage data sources at realm level
23Manage Data Source
24List Data Source TypeManage data sources types at realm level
25Manage Data Source Type
26List Funding SourceManage funding source at realm level
27Manage Funding Source
28SupplierManage manufacturers at the realm level
29Manage Supplier
30OrganizationManage organizations at realm level
31Manage Organization
32Organization TypeManage organization types at realm level
33Map Procurement AgentAssign procurement agents to a program.
34Add Procurement AgentAdd/remove/edit procurement agents at the program level
35Add Program Specific PricesAdd program specific prices for different procurement agents
36Manage Forecasting UnitManage product attributes as listed in the options
37List Forecasting Units
38Manage Country Planning Unit
39List Planning unit
40Product Category
41Manage Product Category
42Manage Planning Unit Capacity
43Procurement Unit List
44Manage Procurement Unit
45Tracer Category
46Manage Tracer Category
47Technical AreaManage Technical area at Realm level
48Manage Technical Area
49Manage Equivalency UnitAdd, edit, view equivalency units
50Program ManagementView Program Level MastersView all program level masters
51Alternate Reporting Unit (ARU) ListManage product attributes as listed in the options
52Set Up ProgramManage a program, including updating program-level parameters (program name, lead time, freight %, etc.)
53Edit Program
54List Programs
55Manage Planning UnitsManage Planning units, including updating parameters (AMC settings, inventory parameters, shelf life, etc.)
56List BudgetManage budget at the program level
57Manage Budget
58Delete Local ProgramsDelete local programs
59Import ProgramImport program
Export ProgramExport Program
60Download ProgramDownload program data (user can download the program and also use the "Down arrow" icon on the top right-hand corner of the screen
61PipeLine Program ImportImport pipeline data into QAT application
62Upload a versionUpload a local version to the server
63Supply Plan Version and ReviewList and review the supply plan version list
64Approve a VersionTo approve a final supply plan (enables the user to also access the supply plan & review screen). The “Reviewed” check box function and “Resolved” status are also embedded in this Business Function
65Manage IntegrationsAdd or edit a program integration
66Notification Bcc approveReceive email in BCC that supply plan was approved
67Notification Bcc uploadReceive email in BCC that supply plan was uploaded
68Notification Bcc rejectReceive email in BCC that supply plan was rejected
69Notification To uploadReceive email that supply plan was uploaded
70Version SettingsUpdate and view forecasting program version settings
71Supply Plan DataShipment DelinkingLink, delink and update ERP shipment data
72Manual Tagging
73View Program Data TabView Supply Plan Data tab
74Quantimed ImportManage import of data from Quantimed
75QAT Forecast ImportImport forecast from QAT Forecasting module
76Supply PlanningSupply planView and edit access to the ‘Supply Planning’ Screen
Scenario planningPerform supply plan-based scenario planning
77Supply plan reportView a supply plan report
78ForecastingForecasting ModuleAccess to the forecasting module
79Tree ForecastingTreeAdd, edit, view forecasting tree(s)
80Tree TemplatesAdd, edit, view tree templates
81Modeling ValidationView the Modeling Validation output
82Product ValidationView the Product Validation output
83Usage TemplateAdd, edit, view usage templates
84Consumption ForecastingData Entry and AdjustmentAccess to Data Entry and Adjustment screen
85ExtrapolationAccess to Extrapolation screen
86Import from QAT supply planImport consumption data from supply planning module
87ReportsView ReportsView all reports available
88QAT Problem ListView the QAT Problem list and add new problem entries
89Create ProblemCreate & update a "problem" data in QAT Problem List
90Edit Problem
91Program CatalogView the program catalog report
92Stock Status Over TimeView of Stock Status data over time
93Stock Status MatrixView the Stock Status matrix data
94Stock Status SnapshotView a snapshot of the stock status data
95Stock Status Snapshot (Global)View the global (across countries and programs) stock status data
96Consumption (Forecast vs Actual)View a comparison of the consumption (forecast vs actuals)
97Consumption (Global)View the global (across countries and programs) consumption data
98Forecast Error (Monthly)View a monthly forecast error list
99Forecast Error (by Planning Unit)View a planning unit based forecast error report
100Shipments (Global)View the shipments at global (across countries and program) level
101Shipment OverviewView of all Shipments
102Shipment DetailsView the Shipment details
103Shipment Cost DetailsView the Shipment cost report
104Shipment Cost OverviewView of the Shipments costs
105BudgetView the budget
106Procurement Agent Lead TimeView the procurement agent lead times
107ExpiriesView the expired inventory details
108Cost of InventoryView cost of inventory report
109Inventory TurnsView the inventory turns
110Stock AdjustmentView the manual stock adjustment data
111Warehouse Capacity (by program)View program-wide warehouse capacity
112Warehouse Capacity (by country)View the country-wide warehouse capacity
113Compare and Select ForecastView the compare and select forecast report
114Compare VersionView the compare version report
115Forecast SummaryView the forecast summary report
116Monthly ForecastView the monthly forecast report