Company: Link Technologies
Case No: L10116. Project: 11.40: LinkSOFT Version 11.4
Logged By: Rashna (Edge Business Solutions) on 07 Feb 2019 08:48AM
Priority: Medium
Product: Financial & Asset Management
Group: Enhancement
Time Taken: 35.00 (Weight: 35.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Friday, 08 February 2019 12:00 AM [1899 days since logged date]
Status: Closed
Subject: Employee details are missing from the "Asset Reports".
Summary:    

The "Asset Listing Report" has filters as "Employee From" and "Employee To", however, the employee details are not on the report.

Steps to Replicate

  1. Generate the "Asset Listing" report in Demo Linkweb.
  2. Filter the report with "Employee From - Praneel Anand" and "Employee To - Sanjay Singh".
    1. Asset A002 is assigned to Praneel
    2. Asset A006 is assigned to Sanjay
  3. Review the results
    1. The report shows the employee names in the filter.
    2. We can not identify which asset is assigned to which employee from the list since that detail is missing from the report. Refer to Figure 1.


Asset Reports with Employee Filters
  • Asset Activity
  • Asset Depreciation Projection
  • Asset Depreciation Schedule.
  • Asset Journal
  • Asset Listing
  • Asset NOT Depreciated
  • Asset Register
  • Asset Register Book
  • Asset Register Group Location
  • Asset Register Location Group

Figure 1: Asset Listing


Audit Notes:Edited by sanjay on 11/02/19 11:20. Edited by sanjay on 08/02/19 13:36. Edited by rashna on 07/02/19 08:48. 
07 Feb 201908:38AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-02-2019 12:00 AM Time Taken: 0.50

Hi Sanjay, 

For review

Thanks
Rashna


08 Feb 201901:35PM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 08-02-2019 01:35 PM Time Taken: 1.50
approved for 10.140

08 Feb 201901:36PM Comment 3 by Sanjay (Link Technologies) Case 10116 added to project 10.1
11 Feb 201911:20AM Comment 4 by Sanjay (Link Technologies) Case 10116 added to project 10.2
14 Feb 201911:53AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 14-02-2019 11:53 AM Time Taken: 17.50

Development work for this case has been completed.

The change will be available in version: 10.2

1. The following changes were made(Include Database object names, Program classes and any other relevant information):|

  1. Asset Activity
    1. Refactored report procedure
    2. Added Employee and status column
  2. Asset Depreciation Projection
    1. Refactored report procedure
    2. Added grouping for "Group, Location, Classification, and Employee"
    3. Added "Show Details" parameter. This filter will show the projected depreciation transactions for each month.
    4. Corrected the "Number of Months" and "Depreciation" formulae.
  3. Asset Depreciation Schedule
    1. Refactored report procedure
  4. Asset Journal
    1. Refactored report procedure
    2. Added "Employee and Status" column
    3. Renamed "Journal Number" to "Reference". Reference is the "Batch ID" for unposted journals or "FMIS Reference" for completed journals from the General Ledger journals view.
  5. Asset Listing
    1. Refactored report procedure
    2. Added "Employee" column
  6. Asset NOT Depreciated
    1. Refactored report procedure
    2. Changed report layout to Landscape
    3. Added Group, Classification, Location, Employee, and status
    4. Added Depreciate flag
  7. Asset Register
    1. Refactored report procedure
    2. Changed report layout to Landscape
    3. Added Group, Classification, Location, Employee, and status
  8. Asset Register Book
    1. Refactored report procedure
  9. Asset Register Group Location - Removed this report
  10. Asset Register Location Group - Removed this report

2. The issue was caused by:

  1. Inconsistency in display format between reports

3. Next Step:

  1. UAT

4. Notes:

Areas affected:

  1. Period End Depreciation
    1. Straight Line Method
    2. Declining Balance Method

07 Mar 201910:23AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 08-03-2019 12:00 AM Time Taken: 3.50

Hi Alvis, 

Below issues have been identified while testing this case

  1. "Group From" and "Group To" filters loads the group twice in the drop-down list. This is the issue with below reports.

Asset Depreciation Projection
Asset Depreciation Schedule
Asset Journal
Asset Listing
Asset NOT Depreciated
Asset Register
Asset Register Book
Asset Register Group Location
Asset Register Location Group

  1. "Group By" filter is not functional for the "Asset Register Book" report.
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1Asset Activity
  1. Refactored report procedure
  2. Added Employee and status column

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
  4. Employee Details in the report
2Asset Depreciation Projection
  1. Refactored report procedure
  2. Added grouping for "Group, Location, Classification, and Employee"
  3. Added "Show Details" parameter. This filter will show the projected depreciation transactions for each month.
  4. Corrected the "Number of Months" and "Depreciation" formulae.

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
  4. Projected depreciation with "Show details" as Yes
  5. Employee Details in the report
3Asset Depreciation Schedule
  1. Refactored report procedure

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
4Asset Journal
  1. Refactored report procedure
  2. Added "Employee and Status" column
  3. Renamed "Journal Number" to "Reference". Reference is the "Batch ID" for unposted journals or "FMIS Reference" for completed journals from the General Ledger journals view.

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
  4. Employee Details in the report
5Asset Listing
  1. Refactored report procedure
  2. Added "Employee" column

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
  4. Employee Details in the report
6Asset NOT Depreciated
  1. Refactored report procedure
  2. Changed report layout to Landscape
  3. Added Group, Classification, Location, Employee, and status
  4. Added Depreciate flag

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
7Asset Register
  1. Refactored report procedure
  2. Changed report layout to Landscape
  3. Added Group, Classification, Location, Employee, and status

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
8Asset Register Book
  1. Refactored report procedure

Pass

Test 

  1. Report filters
  2. Data Extraction
  3. Color coding for data differentiation
9
  1. Asset Register Group Location - Removed this report
  2. Asset Register Location Group - Removed this report

Pass.

Validated that reports have been removed from "Report Maintenance" and "Role Menu Access".


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.0.0305
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT_REPORTNOTES

Steps to reproduce failed scenarios: N/A

Next Step: for corrections


    08 Mar 201911:53AM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 08-03-2019 11:53 AM Time Taken: 3.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.0308

    1. The following changes were made(Include Database object names, Program classes and any other relevant information):|

    1. Corrected the "Group By" filter for "Asset Register Book" report
    2. Duplicate entries were appearing as there were entries in the Group maintenance table. The site files have been updated to display void records.

    2. The issue was caused by:

    1. Improvement

    3. Next Step:

    1. UAT

    4. Notes:


    11 Mar 201911:44AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 11-03-2019 11:44 AM Time Taken: 2.50
    QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionPass/Fail
    1The "Group By" filter should filter the report by "Group" and "Location" Pass
    2

    Asset Maintenance - When a Group is VOID, it disappears from the list. This form has been changed to show VOID items.

    1. Create a group as "Group 1".
    2. Void the group
    3. Validate that "Group 1" remains in the maintenance screen with status as "Void".

    		Pass
    3

    Asset Maintenance - When a Locations is VOID, it disappears from the list. This form has been changed to show VOID items.

    1. Create a group as "Retail".
    2. Void the location
    3. Validate that "Retail" remains in the maintenance screen with status as "Void"

    		Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.308 
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT_REPORTNOTES

    Steps to reproduce failed scenarios: N/A

    Next Step: Update documentation


      05 Apr 201902:06PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 08-04-2019 12:00 AM Time Taken: 4.50

      Hi Sanjay, 

      Documentation for the case has been updated under

      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Activity
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Depreciation Projection
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Depreciation Schedule
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Journal
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Listing
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Not Depreciation
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Register
      • Link Web Application Portal->Business Intelligence -> FMIS & Asset Report  ->Asset Register Book

      Thanks
      Rashna


      10 Apr 201910:46AM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 10-04-2019 10:46 AM Time Taken: 1.50
      Thanks Rashna 

      09 Oct 201908:14AM Comment 11 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019
      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10116 in the subject line of all emails regarding this issue.

      Document size: 112.6 KB
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