Subject: | Create a report for transactions with price change |
Summary: | Change: Create a report for transactions with price change. Justification - In prior versions when the price was changed it was treated as a discount, we no longer give a discount on the price change. Hence, in version 933, we removed the price change details from the Discount Report. Case 9202
- There is no report in the system to validate the sales in which the cashiers or supervisors have changed price in POS.
- This is an important requirement for most clients mostly supermarkets for example Extra. They want to be able to track all sales made where selling price was changed.
Design We can create a new report similar to the Discount Report with below modifications. Refer to Figure 1, for a sample. - Change the Report Name.
- Update the report notes.
- Rename the "Discounted Price Column" to New Price.
- Rename the "Discounted Column" to Price Change
Figure 1: Price Change
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Audit Notes: | Edited by alvis on 25/01/19 09:58. Edited by alvis on 30/08/18 08:29. |
26 Jul 2018 | 10:37AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 31-07-2018 12:00 AM Time Taken: 2.00 |
| This case is added 999 que to confirm design before approval for development. |
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26 Jul 2018 | 10:40AM Comment 2 by Rashna (Edge Business Solutions) Case 9369 added to project 999 |
30 Aug 2018 | 08:29AM Comment 3 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-08-2018 08:29 AM Time Taken: 1.50 |
| This change requires the following design: - Add a new field in "order detail" called "RRPUnitPrice" to store the product price loaded at the time of sale.
- Create a new report to display as requested.
Estimated effort: - Add new field, update replication view: 1hr
- Create new report: 4hr
- System test: 4hr
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25 Jan 2019 | 09:58AM Comment 4 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 25-01-2019 09:58 AM Time Taken: 2.50 |
| Discussion notes: Alvis, Sanjay, Rashna. Agreed to implement the following: - Add a new field in "order detail" called "ProductUnitPrice" to store the product price loaded at the time of sale.
- Add new field, update replication view
- Change Discount Report as follows:
- Quantity
Group 2. and 3. with title "Product Price" - ProductUnitPrice = display as "Unit Price"
- Total = Quantity x ProductUnitPrice
Group 4. and 5. with title "Sold At" - Sold At (Unit Price) = Unit Price of POS Grid
- Total = Quantity x Sold At (Unit Price)
Group 6. and 7. with title "Difference" - Difference Unit Price = display as Unit Price
- Difference Total = Product Total - Sold at Total
- Notes
- Add a filter for "Discount/Price Change/All"
- Change title to Discount/Price Change Report
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25 Jan 2019 | 09:58AM Comment 5 by Alvis (Link Technologies) Case 9369 added to project 10.2 |
31 Jan 2019 | 10:50AM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-01-2019 10:50 AM Time Taken: 5.50 Notes: Edited by alvis on 15/02/19 16:13. |
| The following changes have been made: - Added "ProductUnitPrice" column to "LBS_POS_OrderDetail" table
- Added "ProductUnitPrice" column to "LT_REPL_LBS_POS_OrderDetail_vw" view
- Added "ProductUnitPrice" parameter (nullable) to "LBS_POS_OrderDetailsInsert" procedure
- Renamed "Sales Discounted Items Report" to "Sales Discount/Price Change Report"
- Changed "Sales Discount/Price Change Report" as designed in comment 4.
- Updated report notes
Next Step: - Make changes to POS application to send "ProductUnitPrice"
- Identify all procedures used in POS that require changes to implement "ProductUnitPrice"
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19 Feb 2019 | 07:55AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-02-2019 07:55 AM Time Taken: 4.50 |
| Development work for this case has been completed. The change will be available in version: 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Application changes completed as requested
2. The issue was caused by: - Change Request
3. Next Step: - UAT
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15 Apr 2019 | 09:41AM Comment 8 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-04-2019 09:41 AM Time Taken: 1.50 |
| Hi Rashna, Please UAT this case in V11.0.0412 |
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16 Apr 2019 | 02:29PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-04-2019 12:00 AM Time Taken: 3.50 |
| 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 | Validate that the report name "Sales Discount/Price Change Report" is consistent with the menu | Pass |
| Verify that the report filters are functional - Discount /Price Change
- Date
| Pass | 1 | Process a sale of item PNT01 with a price of $25.00. Change sell price to 22.50 in POS - Generate the report and the Product Price should be $25.00
- Sold at should be 22.50
- Difference shoul be 2.50 and % 10 = 2.5/25
| Pass | 2 | Process a sale of item PNT01 with a price of $25.00. Process 6% discount in POS. - Generate the report and the Product Price should be $25.00
- Sold at should be 23.50
- Difference should be 1.50and % 6= 1.5/25
| Pass | 3 | Setup replication. Process a sale of item PNT01 with a price of $25.00 at Branch. Change sell price to 22.50 in POS - Generate the report and the Product Price should be $25.00
- Sold at should be 22.50
- Difference shoul be 2.50 and % 10 = 2.5/25
This should be updated in the report at HQ. | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.0.0416
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-11- HQ and LINKSOFT-11- B1
Next Step: for documentation
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17 Apr 2019 | 10:33AM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 18-04-2019 12:00 AM Time Taken: 2.50 |
| Hi Sanjay, Documentation for the case has been updated under - Link Web->Busness Intelligence -> Reports->POS Reports - Sales Discounted/ Change Price report.
- BO -> Point of Sales Reports -> Operational -> Sales Discounted/ Change Price report.
Thanks Rashna |
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17 Apr 2019 | 10:36AM Comment 11 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 17-04-2019 10:36 AM Time Taken: 1.50 |
| Thanks Rashna |
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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 |