Company: Link Technologies
Case No: L12588. Project: 14.10: LinkSOFT version 14.10 - October 2022
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 27 Sep 2021 12:59PM
Priority: Low
Product: Point of Sale
Group: Change Request
Time Taken: 22.00 (Weight: 22.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineet
Resolve By: Friday, 30 September 2022 12:00 AM [947 days since logged date]
Status: Closed
Subject: Add Customer Reports to Data View
Summary:    

Add the following reports to Data View

  1. Customer Fleet charges
  2. Customer Fleet Transaction Listing
  3. Customer Fleet statement
  4. Customer Balance listing
  5. Customer Statement

Audit Notes:Edited by sanjay on 06/09/22 16:12. Edited by sanjay on 06/09/22 15:12 Admin Lock Enabled.. Edited by sanjay on 06/09/22 15:07. Edited by sanjay on 15/08/22 10:43. Edited by sanjay on 18/07/22 14:42. Edited by sanjay on 27/09/21 12:59. Edited by vineet on 27/09/21 10:11. 
27 Sep 202110:11AM Comment 1 by Vineet (Link Business Solutions) ETC was changed from 28/09/2021 to 03/10/2021
27 Sep 202101:00PM Comment 2 by Sanjay (Link Technologies) This comment has been removed
18 Feb 202210:25AM Comment 3 by Sanjay (Link Technologies) This comment has been removed
18 Jul 202210:13AM Comment 4 by Vineet (Link Business Solutions) This comment has been removed
18 Jul 202202:37PM Comment 5 by Sanjay (Link Technologies) Case L12588 added to project 14.01
27 Jul 202212:48PM Comment 6 by Vineet (Link Business Solutions) This comment has been removed
27 Jul 202204:59PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-08-2022 08:58 PM Time Taken: 1.00 Notes: ETC extended from: 03/10/2021 to 31/08/2022
Added to project 14.01

06 Sep 202204:11PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 09-09-2022 03:12 PM Time Taken: 18.00
PART A - Development work for this case has been completed.

1. The change will be available in version:

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Add the following reports to Data View

    1. Added "Customer Fleet charges" to Data View as well as "Reports ~> Data in Grid"
    2. Customer Fleet Transaction Listing - Cannot add this as the report structure to "Reports ~> Data in Grid" as a data filter is required for volume transactions. Use "Reports ~>  Data In Grid" as this allows you to filter by date
    3. Added "Customer Fleet statement" to "Reports ~>  Data In Grid". Cannot add this to "Data View" due to Date Filter and Volume data processing
    4. Added "Customer Balance listing" to "Reports ~>  Data In Grid". Cannot add this to "Data View" due to Date Filter and Volume data processing 
    5. "Customer Statement" cannot be added to Data View as it contains subreports and layouts that determine the data structure

3. Affected Areas:

  1. Reports and Business Intelligence Data Views

4. The issue was caused by:

  1. Change Request

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


26 Sep 202211:00AM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 29-09-2022 10:53 AM Time Taken: 2.00
The following tests were performed:

Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Run data view "Customer Fleet Charges"
Data extracted based on Report
Pass

2Run report "Customer Fleet Transaction Listing" and use "Data in Grid"
Data extracted based on Report
Pass

3Run report "Customer Fleet statement" and use "Data in Grid"
Data extracted based on Report
Pass

4Run report "Customer Balance listing" and use "Data in Grid"
Data extracted based on Report
Pass

5Run report "Customer Statement"
No Change
Pass

Environment Details

  1. OS version: Win11
  2. Application version: 14.10
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12588 in the subject line of all emails regarding this issue.

Document size: 13.0 KB
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