| Subject: | Quotation converted into Cash/Credit Sales to generate an Invoice number using the 'Next Receipt Number for POS' Sequence |
| Summary: | Bula Team,
We have received the below request from Vans Electrical Works as an Improvement.
Feature: Quotation converted into Cash/Credit Sales to generate an Invoice number using the 'Next Receipt Number for POS' Sequence
Issue Identified- A quotation is created and Saved with number QU0005 in POS
- The quotation number QU0005 is loaded and processed as a Credit Sales
- The Credit Sales invoice number is QU0005
- Issue;
- This is confusing for the internal staff as quotation number and Invoice are same
- This is confusing for the customers as quotation number and Invoice are same
- This breaks the Sales Invoice number sequence internally
- This breaks the Sales Invoice number sequence logged with FRCS VMS
- Auditor/Accountant has raised concerns for number QU0005 being duplicated and used for quotation and Invoice also
Requested Solution
When the quotation is converted and processed as a Cash/Credit Sales, the system should follow the 'Next Receipt Number for POS' Sequence
Regards
Vineshwar Prasad |
| Audit Notes: | Edited by sanjay on 08/12/20 09:08. Edited by alvis on 12/06/20 08:34. Edited by alvis on 12/06/20 08:32. Edited by rashna on 09/06/20 14:52. |
| 09 Jun 2020 | 02:52PM Comment 1 by Rashna (Edge Business Solutions) Case L11989 added to project 12.0 |
| 12 Jun 2020 | 08:34AM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-06-2020 10:32 AM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version:12.0.0612 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - When a quotation is converted to a sale, changed the system to generate a new receipt number. The quote number is placed on the "Document No" field in POS order table.
2. Affected Areas: - Convert Quotation to Cash, Credit or Layby.
3. The issue was caused by: - Improvement
4. Notes:
5. Next Step: UAT ---------------------- Development Reference: - POS Order Insert
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| 17 Jun 2020 | 09:04AM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 18-06-2020 10:48 AM Time Taken: 1.00 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | | 1 | Create a quotation for item K039 and K032. Print the quote - Quote No = QU0001. | Pass | | 2 | Create a transaction using the quote above, the receipt should print a sales receipt number | Pass | | 3 | Create a second quotation for item K039 and K032. Print the quote - Quote No = QU0002
| Pass | | 4 | Validate that for the sale in 2 above, the quote number has been updated the document no. | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 12.0.616
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-12-RASHNA
Next Step: - Closure
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