Company: Link Technologies
Case No: L06949. Project: 07.50: LinkSOFT Version 7.5
Logged By: Sanjay (Link Technologies) on 04 Dec 2015 09:09AM
Priority: Low
Product: Point of Sale
Group: Enhancement
Time Taken: 195.50 (Weight: 195.50)
Version: 07.500.0904
Assigned To: Sanjay (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Sanjay, Sanjeet
Resolve By: Friday, 11 December 2015 12:00 AM [3059 days since logged date]
Status: Closed
Subject: Improvements to Backoffice (Power-builder) Navigation
Summary:    

Meeting with Sanjay, Alvis and Sanjeet - Workshop to review improvements.

Improvements

  1. Create a search panel for Employee (menu 321) - 5.5 cm wide
  2. The search should have a FIND text box and a results pane.
  3. The search panel is placed on the left hand side of the form
  4. As you type in the FIND Text box, the results section should filter. 
  5. The details section should only display when a line is selected on the search results
  6. If the employee is changed, in the detail form, the search results should be un-selected
  7. All Screen datawindow to be Cream in Color
  8. All Button to be Custom Green in Color

Apply this to:

  1. User Login: 222
  2. Pay Codes: 311-1
  3. Leave Codes: 311-3
  4. Employee Positions: 313
  5. All screens in 320 except reports
  • 321 Profile
  • 322 - Pay Rate
  • 323 - Allowance
  • 324 - Deduction
  • 325 - Benefit
  • 326 - Direct Credit
  • 327 - Employer Super Split
  • 328-2 - Leave Allocation
  1. Timesheet - Edit Timesheet: 331-2. Make top panel one line.  Keep page width the same.
  2. Payroll Processing - Pay Edit Screen: 332-3
  3. Special Processing - Edit Manual Pay : 334-1-2
  4. Product Master: 519 Completed
  5. Inventory Adjustment: 521
  6. Transfer: All three screens: 524
  7. Supplier: 566
  8. Supplier Quote: 567

Screens to improve existing search Mechanism:

  1. Stock Counts entry: 523-3: Change "Search By" to have a a single text box that dynamically filters the results
  2. Supplier Quote: 567 - Change search By similar to 1. above


Improve POPUP  search Screen and place a single text box with dynamic filter. E.g. Supplier Code search on 573 



Audit Notes:Edited by sanjay on 08/12/20 10:40. 
15 Jul 201504:06PM Comment 1 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Time Taken: 4.00
Completed sample screen and was reviewed by Development Team

24 Jul 201507:56AM Comment 2 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Time Taken: 8.00
Completed Inventory and Started with Payroll.

01 Sep 201510:45AM Comment 3 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-10-2015 12:00 AM Time Taken: 0.50
Moved to V8.0 Development queue.

17 Sep 201507:39AM Comment 4 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-09-2015 12:00 AM
Curently Reviewing PB12.6. Will start once we decide on purchase of PB12.6

30 Sep 201508:18AM Comment 5 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-10-2015 12:00 AM Time Taken: 0.50
Has been allocated to Patch 3 development

19 Oct 201508:21AM Comment 6 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-10-2015 08:21 AM Time Taken: 40.00
Completed all Datawindow color scheme for  Systems Administrator, Payroll and Inventory

29 Oct 201505:51PM Comment 7 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 06-11-2015 12:00 AM Time Taken: 40.00
Completed all Lookup with generic search.

19 Nov 201510:55AM Comment 8 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 12:00 AM Time Taken: 30.00

Completed Font for Notes.

Will start with side panel search.


20 Nov 201501:14PM Comment 9 by Shavindar Assigned To: Sanjeet (Link Business Solutions) Followup Date: 20-11-2015 01:14 PM Time Taken: 8.00

Hi Sanjeet,

The following screens have search faulty,

Lookup search test - Inventoryshavindarlocalcompleted
The Following Screens have Been Failed for Inventory Module   
Location - 521  fail
Location - 523-1  fail
location and transfer number - 524-1  fail
transfer no has problems, location - 524-2  fail
transfer no - 524-3  fail
receipe id, description - 525-1-6  fail
menu item, category, receipe id - 525-1-7  fail
menu item, 525-2-2  fail
location - 512  fail
    
Lookup Search test - Purchasingshavindarlocalcompleted
The Following Screens have Been Failed for Purchasing Module   
data window error - 571  fail
purchase no, location, app code - 573  fail
    
Lookup Search test - Debtors / Extensionsshavindarlocalcompleted
The Following Screens have Been Failed for Debtor Module   
711 - customer  fail
location - 912  fail
Error - 913  fail
    
Lookup Search test - HRMshavindarlocalcomplated
The Following Screens have Been Failed for HRM Module   
499 - concenor and Attendees   fail
494 - trang schedule code   fail
493 - compentency code  fail
491-3 Error  fail
471-2-2- Employee Id , Appraised By   fail
461 - member code  fail
462 - Employee ID, witness  fail
464 - claim code   fail
452 - Member code   fail
454-8 Applicant- when u search and try to select, it takes back to the first line  fail
456 Applicant code - when u search and try to select, it takes back to the first line  fail
 421 - Employee ID,

fail
424- Name- cursor should be on search by defaults (need to set focus)  fail
426 - paycode  fail
427- skill code - error,,,,,,employee  fail
428- employee id  fail
436- Exit reason , Question- cursor should be on search by default (focus is wrong)  fail
437-1 - Position ID error,Approed by   fail
437-2 - Approved by and grade  fail
407 - Assesment Code  fail
408 - Allowance(paycode)  fail
    
Lookup search test - Payrollshavindarlocalcompleted
The Following Screens have Been Failed for Payroll Module   
311-1 > paycode fail 
314 > Allowance (py code) fail 
325 > paycode fail 
326 > bank pay code fail 
327 > fund id fail 
328-2 > focus not on search for leave code fail 
328-5 > focus not on search for leave code fail 
329-2 > paycode (the displayed one is selected by default) fail 
332-2 > start employee, End employee fail 
332-2 > ADD search screen is still the older version type fail 
334-1-2 > ADD search screen is not changed fail 
    
Lookup Search test - SAAshavindarlocalcompleted
The Following Screens have Been Failed for SAA Module   
222 > default App code , Location fail 

23 Nov 201505:13PM Comment 10 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 12:00 AM Time Taken: 4.00
Completed bugs with the generic search. 

27 Nov 201507:21AM Comment 11 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 07:21 AM Time Taken: 32.00
Completed 90% of side panel search. Left with only three more screens.

27 Nov 201508:47AM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 08:47 AM Time Taken: 1.00
Completed most work. 95 % Complete. 3 Screens left. Will complete by COB Today.

27 Nov 201501:45PM Comment 13 by Shavindar Assigned To: Sanjeet (Link Business Solutions) Followup Date: 27-11-2015 01:45 PM Time Taken: 4.00

Hi Sanjeet,

Below are the screen faulties

222user login screenshavindarlocalcompletedpass 
311-1pay codesshavindarlocalcompletedpass 
311-3leave codesshavindarlocalcompletedpass 
313positionsshavindarlocalcompletedpass 
321profileshavindarlocalcompletedpass 
322pay rateshavindarlocalcompletedfailsteps: type "san" in search box,,3 records will be dispayed. Now try to select the first record> UNABLE TO DO THIS
323allowanceshavindarlocalcompletedfailcannot insert new allowance code
324deductionshavindarlocalcompletedfail1. cannot add a new deduction paycode 2. paycode search not working>unable to click on the paycode
325benefitshavindarlocalcompletedfailcannot add or insert a new benefit code
326direct creditshavindarlocalcompletedfailcannot add a new direct credit line
327Employer Super Splitshavindarlocalcompletedfailcannot insert a new line
328-2Leave Allocationshavindarlocalcompletedfailcannot insert a new line
331-2Edit -timesheetshavindarlocalcompletedpass 
332-3pay edit screenshavindarlocalnot yet readyfail1. cannot select the first record of the search result. Follow steps from line 355
334-1-2.edit manual payshavindarlocalnot yet readypass 
519product mastershavindarlocalcompletedpass 
521Inventory AdjustmentshavindarlocalcompletedfailThe record selected should become blue so that we can know which was in selected.
524-1Transfer shavindarlocalcompletedfail1. The location textbox should be blue 2. when we open the screen, the first record should be selected by default
524-2 shavindarlocalcompletedfail1. the first record should be selected by default 2. Unable to insert new product
524-3 shavindarlocalcompletedfailNo data is displayed on the screen. Eventhough we submit the transfer, we cannot get any record upon searching
566supplier shavindarlocalcompletedfail1. cannot select the first record 2. The record selected should become color BLUE
567supplier quoteshavindarlocalnot yet ready  













              

01 Dec 201510:31AM Comment 14 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-12-2015 12:00 AM Time Taken: 1.00
Attending to issues reported in comment 13. Expected completion 7th December.

07 Dec 201504:33PM Comment 15 by Sanjeet (Link Business Solutions) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Followup Date: 07-12-2015 04:33 PM Time Taken: 5.00

Hi Aarti,

Below are the items that I have fixed. For Menu:

  1. 524-1, 1st record should not be loaded as the screen is opened with the intention of user doing a new entry
  2. 524-2 User should not be able to add product but rather should only be able to ship items mae in the request
  3. 524-3 User need to ship the items in order to view in this menu









322pay rateshavindarlocalcompletedfailsteps: type "san" in search box,,3 records will be dispayed. Now try to select the first record> UNABLE TO DO THIS
323allowanceshavindarlocalcompletedfailcannot insert new allowance code
324deductionshavindarlocalcompletedfail1. cannot add a new deduction paycode 2. paycode search not working>unable to click on the paycode
325benefitshavindarlocalcompletedfailcannot add or insert a new benefit code
326direct creditshavindarlocalcompletedfailcannot add a new direct credit line
327Employer Super Splitshavindarlocalcompletedfailcannot insert a new line
328-2Leave Allocationshavindarlocalcompletedfailcannot insert a new line
331-2Edit -timesheetshavindarlocalcompletedpass 
332-3pay edit screenshavindarlocalnot yet readyfail1. cannot select the first record of the search result. Follow steps from line 355







521Inventory AdjustmentshavindarlocalcompletedfailThe record selected should become blue so that we can know which was in selected.
524-1Transfershavindarlocalcompletedfail1. The location textbox should be blue 2. when we open the screen, the first record should be selected by default
524-2 shavindarlocalcompletedfail1. the first record should be selected by default 2. Unable to insert new product
524-3 shavindarlocalcompletedfailNo data is displayed on the screen. Eventhough we submit the transfer, we cannot get any record upon searching
566suppliershavindarlocalcompletedfail1. cannot select the first record 2. The record selected should become color BLUE
567supplier quoteshavindarlocal
  


Patch will be available this evening

Regards

Sanjeet


10 Dec 201506:37AM Comment 16 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 06:37 AM Time Taken: 4.00

Dear Sanjeet,

As per the testing with Alvis yesterday from Menu 200- 332, the following issues were identified:

  1. Menu 221-2 - Role Org Access, inside the pay teams button, the notes button cannot fit the word "notes" when its bold.
  2. Menu 238 - Fund Companies, FUND ID search not working.
  3. Menu 315-1 - the drop down text box which has straight line n cumulative is small. and there is no header.
  4. Menu 315-2 - the name is populated after saving the record and the threshold has 4 decimal place.
  5. Menu 321 - Payments tab needs realignment and there is inconsistency of fonts. The Employee/ employer contributions fields can be aligned like the other tabs.
  6. Menu 331-8-1 - Create Schedule. When the check box selective is ticked, error msg "Expecting 3 retrieval arguments but got 2".
  7. Menu 331-2 - by default the search is Employee ID, but when name is typed, it wont search and then changing it to name button (not removing the typed detail) still does not search.


Regards,

Aarti.


10 Dec 201512:11PM Comment 17 by Rashna (Edge Business Solutions) Assigned To: Sanjeet (Link Business Solutions) Followup Date: 10-12-2015 12:11 PM Time Taken: 3.00

Hi Sanjeet,

During the test of  improvements in Backoffice, the following have been identified.

Regards

Rashna


10 Dec 201512:31PM Comment 18 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 12:31 PM Time Taken: 3.00

Dear Sanjeet,

As per the payroll module:

  1. Menu 331-2 - by default the search is Employee ID, but when name is typed, it wont search and then changing it to name button (not removing the typed detail) still does not search - separate case has been logged as Case: 7312.
  2. Menu 315-2 - the name is populated after saving the record, the name should be populated once the user selects the state and moves to the next field.
  3. Menu 323 - Notes button does not work.

Regards,

Aarti.


10 Dec 201503:31PM Comment 19 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 03:31 PM Time Taken: 4.00

Dear Sanjeet,

As per the HR module, the following were found:

Menu:

Issues:

407

Notes button not working in Point Items tab.

408

Notes button not working inside the Allowance button.

436

On the Interview Questions Tab, there is a Response tab and inside that, the header is written as notes.

454-1

Notes button does not bold after entering data in it.

471-1-4

Inside the details button, there is script button, but inside script its written notes.

471-2-2

Inside the details button on the App. Score Summary Tabs, there is multiple detail buttons, but the unable to save data inside those buttons.

491-4

The word Notes is not displayed well in the textbox when it is bold.

492

Unable to search Category and Group on the General Tab.

492

Unable to search Feedback code on the Feedback tab

492

Unable to search Learning Code on the Outcome tab.


Regards,

Aarti.


10 Dec 201503:43PM Comment 20 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 03:43 PM Time Taken: 3.00

Hi Sanjeet,

The following concerns haves been identified with patch 8 testing. 

Regards

Rashna


11 Dec 201504:49PM Comment 21 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-12-2015 04:49 PM Time Taken: 0.50

Bula Guys

All issues relating to this case has been resolved in Update 8 and tested by Rashna and Aarti. 

Best Regards

Vineet Ram


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L06949 in the subject line of all emails regarding this issue.

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