| Subject: | Sales Transaction Export [SalesSAP] to be filtered by customer "Category" |
| Summary: | Subject: Change Request - Sales Transaction Export [SalesSAP] to be filtered by Customer Category Section A - Briefly explain what the change is about Sales Transaction Exports file to be filtered by Customer CATEGORY.
Section B - Explain in detail what this change is about - Add Customer Category Filter in the Sales Transaction Export [SalesSAP] when the file is generated from Point of Sale>>Integration File Export>>Sales Transactions - SAP [SalesSAP]
- Add Customer Category to the Process Rule: Enable Scheduler for Sales SAP
Section C - Provide a Test plan for this change - Navigate to Point of Sale>>Integration File Export. Create a new Sales Transaction Export [SalesSAP]. When this option is selected, it should give you the Date Filters as well as the Customer Category Filter. The file exported should be only for the Date Range and Customer Category Selected.
- Navigate to Processes. Expand Process POS 029. Expand Process Rule: Enable Scheduler for Sales SAP. There should be a customer category Filter. Set up a frequency as weekly and choose a customer category. When the file is output, it should be only for the Date Range and Customer Category Selected.
Associated Cost: $0
Important Note: Any changes to requirements not clearly stated will be handled via change management
Attached is a signed copy of the Change Control Document by OTG Team |
| Audit Notes: | Edited by rashna on 22/03/21 10:01. Edited by sanjay on 19/03/21 11:30. Edited by vineet on 03/03/21 13:09. Edited by vineet on 03/03/21 10:26. Edited by vineet on 03/03/21 08:20. Edited by vineet on 03/03/21 08:17. |
| 17 Feb 2021 | 04:18PM Comment 1 by Vineet (Link Business Solutions) ETC was changed from 17/02/2021 to 19/02/2021 |
| 19 Feb 2021 | 09:34AM Comment 2 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 19-02-2021 09:32 AM Time Taken: 0.50 |
| Hi Vineet, I have cleaned up the case header and removed empty spaces. The effort is 6 hrs. As agreed, we will fo this FOC once we have the final list of changes.
Delivery: 2 weeks from getting a complete list of approved changed. |
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| 03 Mar 2021 | 08:16AM Comment 3 by Sanjay (Link Technologies) Case L12180 added to project 12.3 |
| 03 Mar 2021 | 08:17AM Comment 4 by Vineet (Link Business Solutions) ETC was changed from 19/02/2021 to 19/02/2021 |
| 03 Mar 2021 | 10:25AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 04-03-2021 10:22 AM Time Taken: 3.00 |
| PART A - Development Completed Instructions:
Before Development is started, ensure the following is ready:
1. The case has a clear definition of the issue or change required
2. A test plan is in place
3. Change has been approved by Sanjay
Note:
a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
b. UAT is performed using the installation provided PART B - Development work for this case has been completed. 1. The change will be available in version:12.32.0303 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added "Customer Type", "Customer Category" & "Customer Group" filters to POS Integration File Export
- Added "Customer Type", "Customer Category" & "Customer Group" filters to process POS029.
- Changed file export data extraction to use the new filters.
3. Affected Areas: - POS -> Integration File Export -> Sales Loyalty
- POS -> Integration File Export -> Sales Transactions
- POS -> Integration File Export -> Sales SAP
- Process POS029
4. The issue was caused by: - Change request
5. Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT ---------------------- PART C - Development Reference (Place descriptor for objects changed): 1. Changes implemented was according to the approved design (Y/N):Y 2. Other relevant notes: |
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| 19 Mar 2021 | 11:31AM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 23-03-2021 11:30 AM |
| For UAT |
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| 22 Mar 2021 | 11:49AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-03-2021 10:01 AM Time Taken: 2.00 Notes: ETC extended from: 19/02/2021 to 26/03/2021 |
| 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 | Setup the customer details as below Customer -1149 Customer Type - Customers Category - Outlet Customers Group - Tappoos Fiji Loyalty - No Fleet Setup - Yes
Customer - 1002 Customer Type - Staff Category - Fleet Customer Group - Mobil Loyalty - No Fleet Setup - Yes
Customer - 1301 Customer Type - Staff Category - Fleet Customer Group - Mobil Loyalty - Yes Fleet Setup - None
Customer -1009 Customer Type - Customers Category - Outlet Customers Group - Tappoos Fiji Loyalty - Yes Fleet Setup - None | Pass | | 2 | Process below sales - Credit Sales for Customer 1149,1002.
- Fleet Sales for customer 1149, 1002
- Cash Sales for customer 1301 and 1009
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| | 3 | Generate Sales Transactions for date 22/03/2021 to 26/03/2021 it should get records of the "Credit Sales" for 1002 and 1149. Generate Sales Transactions for date 22/03/2021 to 26/03/2021 and "Customer Category = Fleet Customer", should get the "Credit Sales" details for 1002 Generate Sales Transactions for date 22/03/2021 to 26/03/2021 and "Customer Type= Staff"should get the "Credit Sales" details for 1002 Generate Sales Transactions for date 22/03/2021 to 26/03/2021 and customer group= Tappoos Fiji should get the "Credit Sales" details for 1149 | Pass | | 4 | Generate Sales Transactions - SAP for date 22/03/2021 To 26/03/2021 it should get records of the "Fleet Sales" for 1002 and 1149 Generate Sales Transactions - SAP for date 22/03/2021 to 26/03/2021 and "Customer Category = Fleet Customer", should get the"Fleet Sales" details for 1002 Generate Sales Transactions -SAP for date 22/03/2021 to 26/03/2021 and "Customer Type= Staff", should get the "Fleet Sales" details for 1002 Generate Sales Transactions- SAP for date 22/03/2021 to 26/03/2021 and "Customer Group= Tappoos Fiji", should get the"Fleet Sales" details for 1149 | Pass | | 5 | Enable process POS029 with "Date To Offset" as 0 and "Date From Offset" as 1 Generate Sales Transactions - SAP - it should get records of the "Fleet Sales" for 1002 and 1149 Generate Sales Transactions - SAP for - "Customer Category = Fleet Customer", should get the"Fleet Sales" details for 1002 Generate Sales Transactions -SAP for- "Customer Type= Staff" should get the "Fleet Sales" details for 1002 Generate Sales Transactions- SAP for - "Customer Group= Tappoos Fiji", should get the"Fleet Sales" details for 1149 | Pass | | 6 | Generate Sales Transactions - Loyalty for date 22/03/2021 to 26/03/2021 it should get records for customers 1009 and 1301 Generate Sales Transactions - Loyalty for date 22/03/2021 to 26/03/2021 and "Customer Category = Fleet Customer", should get the details for 1301 Generate Sales Transactions - Loyalty for date 22/03/2021 to 26/03/2021 and "Customer Type= Staff", should get the details for 1301 Generate Sales Transactions - Loyalty for date 22/03/2021 to 26/03/2021 and "Customer Group= Tappoos Fiji", should get the details for 1009 | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 12.32.0319BETA
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-123
Next Step: - For Documentation
- Document POS029.
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| 23 Mar 2021 | 10:07AM Comment 8 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 24-03-2021 09:51 AM Time Taken: 1.00 |
| Documentation completed |
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| 24 Mar 2021 | 11:18AM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 25-03-2021 11:17 AM |
| Thanks guys |
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