Inventory Assignment

The system must provide the means to associate people in groups with types and quantities of inventory in accordance with the budgets for those groups. The system shall not enforce limits to the quantity or types of inventory any one person can be assigned.

Assigning Inventory to Group Members

1. The system shall provide a way to specify the types and quantities of inventory that is to be distributed to a specific person in a specific group.
2. The system shall provide a way to alter the types and quantities of inventory that is to be distributed to a specific person in a specific group unless the assigned inventory assignment has been paid for (meaning the OCF inventory crew has recorded the receipt of money for the specific inventory ). In those cases the system shall prevent the type and quantity of the inventory items from being altered.
3. The available inventory quantities that can be assigned to a person in a group will not be constrained by the group’s inventory. The system shall allow the over-allocation of inventory. When the total assigned amount of an inventory type exceeds budget totals for the group the system shall display an obvious indication of this condition (i.e. assigned amount appears in bold red text )

Removing Inventory from Group Members

1. The system shall provide a way to remove assigned inventory that has not been “paid for” .
2. The system shall provide a way to remove inventory from a specific person in a specific group unless the assigned inventory assignment has been “paid for” (OCF inventory crew has recorded the receipt of money for the specific inventory ). In those cases the system shall prevent the type and quantity of the inventory items from being removed.

Recording Financial Transactions

Money for assigned inventory must be provided to OCF before the inventory can be distributed to the assigned recipient. The system will provide audit-able mechanisms to record the receipt of money for specific inventory intended for specific people and display financial activity for Root Groups.

Recording Payment to OCF for Assigned Inventory

1. The system shall provide a user interface to record the receipt of money to OCF for a Root Group.
2. The system shall provide a means to indicate a specific inventory item assigned to a specific person has been paid for. Only System Users with a role of Inventory Administrator can make this indication.
3. The system shall display totals and amounts of all unpaid inventory for a specific root group
4. The system shall record and provide a printable version of the receipt of a singular financial transaction indicating
   1. The coordinator providing the money
   2. The specific inventory types being paid for
   3. the specific amounts of each inventory
   4. subtotals for each inventory type
   5. total amount for all inventory
   6. Notes about the transaction.

Recording Removal of “Paid For” Inventory

1. The system shall provide an audit-able record of payments made for inventory that removed from the intended recipient after payment for that inventory was recorded.
2. Money received by OCF for inventory that was later removed will remain as a credit toward the Root Groups financial balance.
3. New inventory added to a group with credit will automatically become paid for until the credit is gone. After that new inventory additions will not be recorded as paid for.

Recording Payment to Group Coordinator for Assigned Inventory

1. The system shall provide a user interface to record the receipt of money to a group coordinator or group leader for a Root Group or a subgroup
2. The system shall provide a means to indicate money has been provided to the coordinator/leader for a specific inventory item assigned to a specific person.
3. The system shall support a way for a coordinator/leader to indicate payment for the entire group as many crew leaders write a single check
4. The system shall support a way for a coordinator/leader to indicate check names/numbers associated with payment

-- JimReed:- 08 Jul 2012