Company: Link Technologies
Case No: L08619. Project: 08.20: LinkSOFT Version 8.2
Logged By: Rashna (Edge Business Solutions) on 19 Jun 2017 02:31PM
Priority: Low
Product: Point of Sale
Group: Change Request
Time Taken: 10.00 (Weight: 10.00)
Version: 8.290.0115
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay, Vineet, Vineshwar Prasad
Resolve By: Tuesday, 20 June 2017 12:00 AM [2497 days since logged date]
Status: Closed
Subject: Allow access payment when credit limit exceeds under Fleet Payment
Summary:    

Hi Team, 

XXXXX has reported an issue where some customers limit has exceeded and they wish to pay the excess by cash.

Scenario

  • Customer A has a fleet limit of $100.
  • Customer has bought items worth $100.20.
  • Customer wishes to settle amount in excess of the limit with Cash.
  • Currently the system does not allow this if users do not have access to override credit limit.

Change

  1. When the customer limit has exceeded.
  2. Prompt a message to the cashier upon Save 'Customer Credit Limit Exceeded by excess amount. Do you wish to complete this transaction as a Cash Sales? 
  3. If the Cashier chooses Yes, payment screen to pop up and cashier and receive the excess amount in cash.
    1. If payment amount entered is less than the excess amount, Advise cashier with the same message in 2 above.
    2. If Payment amount is more that the excess amount. Allow completion of transaction and Save the balance amount to the respective customer account.
  4. If Cashier chooses No, system to prompt username and password for the override credit limit.
Audit Notes:
20 Jun 201710:58AM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 20-06-2017 10:58 AM Time Taken: 1.00
We will do the check for credit limit when the payment is saved.

20 Jun 201710:58AM Comment 2 by Alvis (Link Technologies) Case 8619 added to project 9.00
21 Aug 201708:09AM Comment 3 by Alvis (Link Technologies) Case 8619 removed from project 999
21 Aug 201708:09AM Comment 4 by Alvis (Link Technologies) Case 8619 added to project 8.18
05 Sep 201710:35AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 05-09-2017 10:35 AM Time Taken: 4.00

The following change has been made:

  1. Remove credit limit check from POS Main screen Save Button
  2. Added credit limit check on Payment Save

Regards
Sanjay


21 Sep 201702:54PM Comment 6 by Vineet (Link Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 21-09-2017 12:00 AM
QA for product and Patch Releases
Step 1 - Developer to system test changes until not issues are found - Alvis and Sanjay to sign off on System Test
Step 2 - Product expert allocated by Consulting Manager for Product QA.
               Consulting Manager to allocate resource
               Consulting Manager to sign off on UAT and Generic Test

STEP 1 - DETAILS OF QA can be entered in case comments. Summary to be maintained in the table below.

Table 1 - Summarised list of issues
NoIssue Description Resolved? 
1 Credit Limit not checked at all for fleet card
2  

Steps to replicate:

  1. Created a new Customer Code: LinkBusinessSolutions Name: Link Technologies 
  2. Add 2 fleet for this customer with below details
    1. HC306 Credit limit 400 Rollover Monthly
    2. JA911 Credit limit 250 Rollover Monthly
  3. Logged in and  processed 6 transactions on credit for vehicle JA911
    1. Credit Sales on $130 user admin
    2. Credit Sales of $120 user admin 
    3. Credit Sales of $30 user admin 
    4. Credit Sales of $30 user Cashier
    5. Credit Sales of $30 user Cashier 
    6. Credit Sales of $320 user Cashier 

Technically user cashier should not have been allowed to process any sales since all customer credit limit for the month was used up, BUT  Cashier still managed to sell additional $380 after the credit limit has exceeded. User: Cashier did not have access to credit limit override. Limit on customer maintenance for this customer was 0. Only fleet limit was set. 

This setup in on LINKQA3, LINKSOFT database

WORKFLOW:

  1. Original case assigned to Development
  2. When the product is ready for release, System test details are entered into comments and the CASE HEADER Table updated.
  3. If system test passes, assign case to Consulting Manager for UAT
  4. If UAT Passes, Assign case for Documentation or close case

    21 Sep 201703:41PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 21-09-2017 03:41 PM Time Taken: 2.00
    System was using Balance column to check for credit, this has been corrected to use AvailableCredit column. Updates will be in beta2.

    29 Sep 201710:28AM Comment 8 by Vineshwar Prasad (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 29-09-2017 12:00 AM Time Taken: 1.00
    QA for product and Patch Releases
    Step 1 - Developer to system test changes until not issues are found - Alvis and Sanjay to sign off on System Test
    Step 2 - Product expert allocated by Consulting Manager for Product QA.
                   Consulting Manager to allocate resource
                   Consulting Manager to sign off on UAT and Generic Test

    STEP 1 - DETAILS OF QA can be entered in case comments. Summary to be maintained in the table below.
    Table 1 - Summarised list of issues
    No
    Issue Description 
    Resolved? 
    1
    Check Credit Limit for all fleet card 
    Pass

    Steps to Replicate - Limit $200
    1. Swipe Fleet Card
    2. Enter Mileage and PIN Number
    3. Select Products worth $150
    4. Click on Save
    5. Message "Are you sure you want to complete this Credit Sale"
    6. "Yes" to Complete

    Steps to Replicate - Limit $200 (Exceed Credit Limit)
    1. Swipe Fleet Card
    2. Enter Mileage and PIN Number
    3. Select Products worth $250
    4. Click on Save
    5. Message "Are you sure you want to complete this Credit Sale"
    6. "Yes" to Complete
    7. Username and Password screen pops up to override Credit Limit
    8. Click on Cancel
    9. Message "Customer Credit Limit Exceeded. Change Transaction Type to CASH SALE"
    10. Click on Yes. Enter difference as Cash
    11. Complete

    WORKFLOW:
    1. Original case assigned to Development
    2. When the product is ready for release, System test details are entered into comments and the CASE HEADER Table updated.
    3. If system test passes, assign case to Consulting Manager for UAT
    4. If UAT Passes, Assign case for Documentation or close case

      05 Oct 201711:22AM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 05-10-2017 11:22 AM Time Taken: 2.00

      Documentation Completed.

      Documentation updated under Point of Sale -- Point of Sale -- Credit Sales


      09 Oct 201908:14AM Comment 10 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: L08619 in the subject line of all emails regarding this issue.

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