| Subject: | Do not allow Layby for POSCASH customer |
| Summary: | Hi Sanjay, I have tested the case with 8.2.5. Currently, we are allowing users to Process Layby for the POSCASH customer. Layby is done for customers, and should not be allowed for the POSCASH customer. Processing layby for POSCASH also leads to the outstanding balance for POSCASH. Suggestion - When user clicks on Layby
- Load the Layby Type Screen (Standard or Special Order)
- Once user has selected the type.
- User can load items
- User clicks on Save. Open the customer screen to select the customer (same as the Credit Sale)
- Do not load the POSCASH customer on the customer search screen.
- Enforce selection of a customer.
Figure 1: Layby and POSCASH 
Test Plan - When users click on save..system should open the customer screen for customer selection.
- Users should not be able to search or scroll for a POSCASH customer.
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| Audit Notes: | |
| 22 Dec 2017 | 02:13PM Comment 1 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 22-12-2017 02:13 PM |
| This is not a system issue, status changed to improvement. |
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| 10 Jan 2018 | 01:07PM Comment 2 by Alvis (Link Technologies) Case 8997 added to project 900 |
| 10 Jan 2018 | 01:09PM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 10-01-2018 01:09 PM Time Taken: 1.00 |
| Development meeting January 2018 Sanjeet, Vineet, Alvis, Rashna and Sanjay Approved for development |
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| 19 Apr 2018 | 08:52AM Comment 4 by Sanjay (Link Technologies) Case 8997 removed from project 999 |
| 19 Apr 2018 | 08:52AM Comment 5 by Sanjay (Link Technologies) Case 8997 added to project 09.4 |
| 23 Apr 2018 | 09:18AM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-04-2018 09:18 AM Time Taken: 2.00 |
| 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):| - When "Layby" is selected, customer selection is prompted if "POSCASH" is the current customer
- For "Layby" transactions, we have enforced the "No Credit Sale" tag against the customer since Layby is a variant of "Credit Sale". Therefore, if you allow "CREDIT" sales to "POSCASH" customer, "Layby" will also be allowed.
2. The issue was caused by: - No Issue - This is a change request/Improvement
3. Next Step - UAT
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| 01 May 2018 | 03:33PM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 01-05-2018 03:33 PM Time Taken: 1.00 |
| System test completed. Verified the following: - Created layby sale with POSCASH customer loaded in POS. The system prompted customer search screen to choose a new customer.
- POSCASH customer is still visible on the customer search screen. - Failed
- Completed LAYBY sale by choosing POSCASH from the Custome Search screen. Sale completed. -Failed
Assigned to Sanjay to prevent Layby sale for POSCASH customer. regards
Alvis |
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| 03 May 2018 | 09:26AM Comment 8 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 03-05-2018 09:26 AM Time Taken: 1.00 |
| Note:- For "Layby" transactions, we have enforced the "No Credit Sale" tag against the customer since Layby is a variant of "Credit Sale". Therefore, if you allow "CREDIT" sales to "POSCASH" customer, "Layby" will also be allowed.
- "No Credit Sale" tag is assigned to a customer type.
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| 03 May 2018 | 01:02PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 04-05-2018 12:00 AM Time Taken: 1.00 |
| Hi Alvis, Below is the test results. Refer to item 3 and 4 for issues. Test Environment - Version 9400
- Database - LINKSOFT on QA1
- Application on QA1
- OS - Windows 7
| Test | Description | Status | | 1 | If the customer is POS CASH, user loads item and clicks on Layby, at save open the customer search screen. | Pass | | 2 | If the customer is POS CASH, user loads item and clicks on Layby, at save open the customer search screen.Select customer 0072 and layby for 24.45 should be successfully processed.
| Pass | | 3 | POSCASH should not be part of customer search list | Failed. | | 4 | Users should not be able to select POSCSH customer from the customer list and process layby | Failed, we can search and process layby for a customer. | | 5 | Process a sale for customer 0072, this should be successfully updated. Customer records should be updated with $18.00 | Pass |
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| 03 May 2018 | 01:39PM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-05-2018 12:00 AM Time Taken: 1.00 |
| Hi Sanjay, Documentation has been updated under Point of Sale - Web -- Point of Sale -- Customer Type. Test Environment - Version 9400
- Database - LINKSOFT on QA1
- Application on QA1
- OS - Windows 7
| Test | Description | Status | | 1 | If the customer is POS CASH, user loads item and clicks on Layby, at save open the customer search screen. | Pass | | 2 | If the customer is POS CASH, user loads item and clicks on Layby, at save open the customer search screen.Select customer 0072 and layby for 24.45 should be successfully processed.
| Pass | | 4 | Users should not be able to select POSCSH customer from the customer list and process layby | Pass. POSCASH need to have a customer type with "No Credit Sale". | | 5 | Process a sale for customer 0072, this should be successfully updated. Customer records should be updated with $18.00 | Pass |
Thanks
Rashna |
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| 03 May 2018 | 02:37PM Comment 11 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 03-05-2018 02:37 PM |
| 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 |