| Subject: | Cashier's Shift to open based on Header Location |
| Summary: | Bula Vinaka Team,
Currently the configuration is set at menu 222 where the default location of cashier's are set. If the Cashier log's in at a different location, she will still log in at the specified location set at menu 222.
Therefore, if a cashier log's in at any location, the shift should open based on the Header Location.
Regards Vineshwar Prasad Application Consultant
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| Audit Notes: | |
| 15 Mar 2017 | 11:04AM Comment 1 by Alvis (Link Technologies) Case 8408 added to project 8.10.001 |
| 20 Mar 2017 | 03:40PM Comment 2 by Sanjay (Link Technologies) Assigned To: Vineshwar Prasad (Edge Business Solutions) Followup Date: 20-03-2017 03:40 PM Time Taken: 2.00 |
| Hi Vineet, what is the justification for this change? Can you answer the following questions: - How does the user know which shift the location was created in? Do we show this next to the shift number?
- Which reports are the users having a problem with?
- What happens if a shift is created in a location and the default location is changed?
- What happens if default location is not setup? The shift is still created for payments and other administrative transactions.
Regards
Sanjay/Alvis |
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| 20 Mar 2017 | 04:09PM Comment 3 by Alvis (Link Technologies) Case 8408 removed from project 8.10.001 |
| 09 May 2017 | 09:32AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: AwaitingApproval Followup Date: 10-05-2017 12:00 AM Time Taken: 2.00 |
| Hi Team ,
Below are the analysis for comment 2
- How does the user know which shift the location was created in? Do we show this next to the shift number?
- Currently users do not know, they only know the location that they are based at.
- No, shift number remains the same.
- Which reports are the users having a problem with?
- We have identified the below. Can we verify the other reports that use default location from 222 via SQL.
- Shift Report (80mm width)
- Cashier Reconciliation
- What happens if a shift is created in a location and the default location is changed?
- We tested that changing the default location does not have any effect. Tested in version 811. This is because shift is already open. Lbs_pos_shift only updates the "branch field" every time a new shift is open. Changes to location during shift is not saved in the database.
- What happens if default location is not setup? The shift is still created for payments and other administrative transactions.
- We tested the scenario in 811. if user does not have default location set on 222. The mentioned report in 2 do not populate data for any locations from 512.
Regards Vineet/Vinesh and Rashna |
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| 09 May 2017 | 11:01AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 09-05-2017 11:01 AM Time Taken: 1.00 |
| Development meeting. Agreed to change the following: - When a new shift is opened, the location and number sequence should pick from the logged in the default location.
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| 09 May 2017 | 11:01AM Comment 6 by Alvis (Link Technologies) Case 8408 added to project 8.13 |
| 14 Jun 2017 | 03:22PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 14-06-2017 03:22 PM Time Taken: 2.00 |
| Development work for this case has been completed. The change will be available in version: 8.13 Documentation update required(Yes/No. Add change details below): QA required(Yes/No.Include areas that require testing): Yes
The following changes were made(Include Database object names, Program classes and any other relevant information): - Changed shift open process to pick location from the POS default location configuration. This location is then used to get the next sequence number of shift.
Documentation details:
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| 03 Jul 2017 | 03:22PM Comment 8 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 03-07-2017 03:22 PM Time Taken: 1.00 |
| System test completed, please proceed with UAT. |
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| 05 Jul 2017 | 10:22AM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 05-07-2017 10:22 AM Time Taken: 2.00 |
| 1. Was this test completed using Demo / New / Other database? Demo with 813 Beta 1 in QA1. 2. Did the test pass or fail? Pass 3. Tab order, spelling, alignment, font size consistency, screen size etc checked? N/A 4. Data verified, saved, edit, delete/void? N/A 5. Documentation update required? No
Additional Details (Risks, issues, special conditions required for this test to pass etc): The following test was done Test Case 1 - Created Cashier 1, did not set any location on 222.
- Default location on POS was BRANCH1.
- Process Sales
- Successfully generated following reports
- shift Report 80*80
- Cashier Reconciliation
- Transaction report
- Sales by product
- Sales Summary
Test Case 2 - Created Cashier 1, set location on 222 as BRANCH2
- Default location on POS was BRANCH1.
- Process Sales
- Successfully generated following reports
- shift Report 80*80
- Cashier Reconciliation
- Transaction report
- Sales by product
- Sales Summary
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