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PO-GR Integration | Rabbit Accounts Use-Case Library

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S40

PO-GR Integration

Purchase Order to Goods Receipt integration with matching, variance approvals, exception handling, and compliance reporting.

Route/po-gr-integration
Entry pathAnalytics nav > PO-GR Integration
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Detailed source

26-UC-POGRIntegration.md

UC-POGR: PO to GR Integration Page Use Cases

Page: POGRIntegration.razor Route: /po-gr-integration Menu Position: 25 (Analytics & Tracking > PO-GR Integration)

Overview

Purchase Order to Goods Receipt integration with matching, variance approvals, exception handling, and compliance reporting.

Section: Page Header & Actions

ID Section Action Expected Outcome Controls Affected
UC-POGR-001 Header Load page Title "PO to Goods Receipt Integration" with exchange icon Page title
UC-POGR-002 Header Description Shows "Seamless integration..." subtitle Description text
UC-POGR-003 Header Click Auto-Match Calls PerformAutoMatching, matches GRs to POs Auto-Match button
UC-POGR-004 Header Click Refresh Calls RefreshData, reloads all data Refresh button
UC-POGR-005 Header Click Compliance Report Calls GenerateComplianceReport, shows alert with metrics Compliance button
UC-POGR-006 Header Processing active All header buttons disabled Button disabled state

Section: Summary Cards (4 cards)

ID Section Action Expected Outcome Controls Affected
UC-POGR-007 Summary Pending POs Yellow card shows pendingPOsCount, overdue count below Card 1
UC-POGR-008 Summary Unmatched GRs Info card shows unmatchedGRsCount Card 2
UC-POGR-009 Summary Variances Pending Red card shows variancesAwaitingApproval Card 3
UC-POGR-010 Summary Matching Rate Green card shows matchingRate as percentage Card 4

Section: Tab Navigation

ID Section Action Expected Outcome Controls Affected
UC-POGR-011 Tabs View tabs 5 tabs: Pending POs, Unmatched GRs, Variance Approvals, Exception Report, Integration Summary nav-tabs
UC-POGR-012 Tabs Click tab Sets selectedTabIndex, changes activeTab Tab click
UC-POGR-013 Tabs Default tab "Pending Purchase Orders" active (index 0) First tab active

Section: Pending Purchase Orders Tab

ID Section Action Expected Outcome Controls Affected
UC-POGR-014 PO Tab View headers 8 columns: Order #, Vendor, Order Date, Expected Delivery, Status, Receipt %, Amount, Actions thead table-dark
UC-POGR-015 PO Tab Order number Bold, overdue badge if IsOverdue with days count Order # cell
UC-POGR-016 PO Tab Expected date Shows date or "Not set" if null Date cell
UC-POGR-017 PO Tab Status badge Color from GetStatusColor: Pending=warning, Approved=info, Sent=primary, PartiallyReceived=warning, Completed=success, Cancelled=danger Status badge
UC-POGR-018 PO Tab Receipt % Progress bar showing ReceiptPercentage Progress bar
UC-POGR-019 PO Tab Amount Currency format Amount cell
UC-POGR-020 PO Tab Click Create GR Opens CreateGRFromPO modal Create GR button
UC-POGR-021 PO Tab Click View Calls ViewPODetails(purchaseOrderId) View button
UC-POGR-022 PO Tab Max rows Shows max 50 POs Pagination
UC-POGR-023 PO Tab Empty state Check icon with "No Pending Purchase Orders" Empty message

Section: Unmatched Goods Receipts Tab

ID Section Action Expected Outcome Controls Affected
UC-POGR-024 GR Tab View headers 7 columns: Receipt #, Vendor, Receipt Date, Items, Status, Quality Score, Actions thead
UC-POGR-025 GR Tab Click Auto-Match All Calls PerformAutoMatching Auto-Match All button
UC-POGR-026 GR Tab Status badge Color from GetGRStatusColor Status badge
UC-POGR-027 GR Tab Quality score Badge color from GetQualityScoreColor: ≥90=success, ≥80=warning, <80=danger Score badge
UC-POGR-028 GR Tab Click Match Calls MatchGRToPO(goodsReceiptId) Match button
UC-POGR-029 GR Tab Click View Calls ViewGRDetails(goodsReceiptId) View button
UC-POGR-030 GR Tab Max rows Shows max 50 GRs Pagination
UC-POGR-031 GR Tab Empty state Check icon with "No Unmatched Goods Receipts" Empty message

Section: Variance Approvals Tab

ID Section Action Expected Outcome Controls Affected
UC-POGR-032 Variance View card Warning border card for each variance requiring approval Variance card
UC-POGR-033 Variance Header Shows "Variance Approval Required" with total amount badge Card header
UC-POGR-034 Variance Summary row Total Variance, Variance Count, Significant Variances Summary div
UC-POGR-035 Variance Table headers 7 columns: Product, Ordered, Received, Qty Variance, Price Variance, Total Variance, Type Table thead
UC-POGR-036 Variance Qty variance ≠ 0 Yellow warning text Qty cell
UC-POGR-037 Variance Price variance > 0.01 Yellow warning text Price cell
UC-POGR-038 Variance Total > 50 Red danger text; else yellow warning Total cell
UC-POGR-039 Variance Quality issues Shows "Quality" danger badge Type cell
UC-POGR-040 Variance Max rows Shows max 10 variance details Pagination
UC-POGR-041 Variance Click Approve Calls ApproveVariance(grId, true) Approve button
UC-POGR-042 Variance Click Reject Calls ApproveVariance(grId, false) Reject button
UC-POGR-043 Variance Click View Details Calls ViewVarianceDetails(grId) View Details button
UC-POGR-044 Variance Empty state Check icon with "No Variances Awaiting Approval" Empty message

Section: Exception Report Tab

ID Section Action Expected Outcome Controls Affected
UC-POGR-045 Exceptions Severity cards 3 cards: High (danger), Medium (warning), Low (info) with counts Severity cards
UC-POGR-046 Exceptions Table headers 7 columns: Type, Severity, Vendor, Reference, Description, Date, Actions thead
UC-POGR-047 Exceptions Type badge Color from GetExceptionTypeColor: OverduePO=danger, UnmatchedGR=warning, SignificantVariance=warning, QualityIssue=danger, DeliveryDelay=info Type badge
UC-POGR-048 Exceptions Severity badge Color from GetSeverityColor Severity badge
UC-POGR-049 Exceptions Row class From GetExceptionRowClass: High=table-danger, Medium=table-warning Row class
UC-POGR-050 Exceptions Reference Shows OrderNumber or ReceiptNumber Reference cell
UC-POGR-051 Exceptions Click Resolve Calls ResolveException(exception) Resolve button
UC-POGR-052 Exceptions Max rows Shows max 50 exceptions Pagination
UC-POGR-053 Exceptions Empty state Check icon with "No Exceptions Found" Empty message

Section: Integration Summary Tab

ID Section Action Expected Outcome Controls Affected
UC-POGR-054 Summary Table headers 9 columns: Order #, Vendor, Order Date, Status, Amount, GRs, Receipt %, Variances, Completed thead
UC-POGR-055 Summary Status badge Color from GetStatusColor Status badge
UC-POGR-056 Summary Receipt % Progress bar showing percentage Progress bar
UC-POGR-057 Summary HasVariances Yes=warning badge, No=success badge Variance cell
UC-POGR-058 Summary IsCompleted Check icon (success) or clock icon (warning) Completed cell
UC-POGR-059 Summary Max rows Shows max 50 summaries Pagination
UC-POGR-060 Summary Empty state Info icon with "No Integration Data" Empty message

Section: Create GR Modal

ID Section Action Expected Outcome Controls Affected
UC-POGR-061 Modal View modal Title "Create Goods Receipt from Purchase Order" Modal title
UC-POGR-062 Modal PO info Shows Order Number and Vendor Name Info row
UC-POGR-063 Modal Vendor Delivery Note Text input for delivery note Input field
UC-POGR-064 Modal Batch Number Text input for batch number Input field
UC-POGR-065 Modal Receipt Date Date input, defaults to today Date input
UC-POGR-066 Modal Received By Text input for receiver name Input field
UC-POGR-067 Modal Notes Textarea for notes Textarea
UC-POGR-068 Modal Line items table Shows Product, Ordered, Received, Damaged, Quality Line items table
UC-POGR-069 Modal Received qty Number input, min 0, max OrderedQuantity Number input
UC-POGR-070 Modal Damaged qty Number input, min 0, max ReceivedQuantity Number input
UC-POGR-071 Modal Quality score Number input 0-100, step 0.1 Number input
UC-POGR-072 Modal Click Cancel Closes modal via CloseCreateGRModal Cancel button
UC-POGR-073 Modal Click Create Calls SaveGoodsReceipt, disabled if processing Create button
UC-POGR-074 Modal Processing Spinner shown, button disabled Processing state

Section: Data Validation Requirements

ID Validation Requirement
UC-POGR-075 Matching Rate = (matchedGRs / totalGRs) × 100
UC-POGR-076 Date Format MMM dd, yyyy for display dates
UC-POGR-077 Currency Format C format for amounts
UC-POGR-078 Quality Range 0-100 decimal
UC-POGR-079 Authorization Requires CustomerOperator policy
UC-POGR-080 Date Range Integration summary default 30 days

Total Use Cases: 80