Subject: | Consolidate customer statement reports into one report by adding "Report Options" |
Summary: | Development meeting January 2018 Sanjay, Alvis, Sanjeet and Vineet. Agreed to the following changes - Add a format on Customer Statement "Running Total"
- Remove report name Customer Statement Running Total
|
Audit Notes: | |
11 Jan 2018 | 09:01AM Comment 1 by Rashna (Edge Business Solutions) Created from case 8013 |
11 Jan 2018 | 09:01AM Comment 2 by Alvis (Link Technologies) Case 9050 added to project 900 |
19 Apr 2018 | 08:51AM Comment 3 by Sanjay (Link Technologies) Case 9050 removed from project 999 |
19 Apr 2018 | 08:51AM Comment 4 by Sanjay (Link Technologies) Case 9050 added to project 09.4 |
26 Apr 2018 | 04:09PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 26-04-2018 04:09 PM Time Taken: 4.00 |
| Development work for this case has been completed. The change will be available in version: 9.4 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Combined Customer statement - A4, Customer Statement Landscape and Customer Statement - running total into a single report "Customer Statement"
- Added options under "Statement Format" parameter to generate "Standard/Prescription, Landscape/Portrait and Running Total" formats
2. The issue was caused by: - N/A
3. Next Step - UAT
|
|
01 May 2018 | 04:18PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 01-05-2018 04:18 PM Time Taken: 1.00 |
| System test completed. Verified the following: - Running customer statement report without selecting Statement Format prints the "Standard - Portrait" layout.
- Verified layouts of the following layouts:
- Prescription Landscape / Portrait
- Running Total - Portrait
- Standard Landscape / Portrait
Note: Removed orange vertical lines from when Show items flag is used. This will make the statement more readable. This change is in beta2. regards Alvis |
|
02 May 2018 | 03:10PM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 04-05-2018 12:00 AM Time Taken: 2.00 |
| Hi Alvis, I have tested the case. Assigning case for further testing in beta 2 as mentioned in comment 6. Documentation on the case has completed. Documentation updated under - Backoffice -- Debtors -- Reports -- Operational Reports -- Customer Statement.
Test Enviornment - Version 9400
- Database - LINKSOFT on QA1
- Application on QA1
- OS - Windows 7
Test Plan Perfomed following transactions for customer CU000001. - Credit Sales of $60.00
- Account Payment and Allocation of $5.00
- Account Payment of $10.00
- Return of $10.00
- Refund of $5.00
- Prescription sold to customer.
Generated the following both in Backoffice and ESS. Test | Description | Status | 1 | Generate the customer statement with format Prescription - Landscape | Pass | 2 | Generate the customer statement with format Prescription - Portrait
| Pass | 3 | Generate the customer statement with format Running Total - Portrait
| Pass | 4 | Generate the customer statement with format Standard - Portrait
| Pass | 5 | Generate the customer statement with format Standard - Portrait
| Pass |
|
|
07 May 2018 | 04:45PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-05-2018 04:45 PM |
| Report layout UAT to be done in beta2. |
|
09 May 2018 | 11:28AM Comment 9 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 09-05-2018 11:28 AM |
| System test completed for report layout in case 9271. |
|
10 May 2018 | 02:02PM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-05-2018 12:00 AM Time Taken: 1.00 |
| Hi Sanjay, This case has been successfully tested as per comment 7 Documentation updated under Backoffice -- Reports -- Operational - Customer Statement. Note: Layout of the report will be further tested in case 9271. Thanks Rashna
|
|
11 May 2018 | 02:52PM Comment 11 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-05-2018 02:52 PM |
| Thanks Rashna. |
|
09 Oct 2019 | 08:14AM Comment 12 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 |