| Subject: | Enhance Linksoft Integration for Cash Sales Transactions to create Separate Sales Order Grouped by ShiftID and Date in Jiwa |
| Summary: | Section A - Describe what the request/issue is about
Currently, all Cash Sales from Linsksoft are integrated into Jiwa and grouped by ShiftID. In some cases, there are certain shifts that are opened at 10 pm and are carried on until 6 am the following day. With these overlapping shifts, we are not able to reconcile the below on a day-to-day basis. - Link Soft Sales Total,
- Cost of Goods Sold Total,
- Tax Total
- Banking Total
For this reason, we need to enhance the Linksoft Integration so that when shifts are overlapping to the following day, we need to group this by Day and by SiftID. Section B - Cost Information: 1. Request Information ID | Description (*Required Fields) | Value | | 1 | Customer Name * | On the Go Limited, Consumers
| | 3 | Cost Covered By * |
| | 4 | Workarounds? |
| | 5 | Date Required by * |
|
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify Reproduced On: LinkQA8-LBS2 LinkSOFT-DemoAccount/login.aspx http://10.0.0.18/Linksoft-Integration/
- Opened a Shift SH000015 on the 31st May 2023
- Performed Sales Transactions in this shift for 30/05 worth $13.08VIP with a Total Tax of $0.57
- Performed Sales Transactions in this shift for 31/05 worth $280.44VIP with a Total Tax of $22.76
- Closed this shift
- Processed Sale Order in Jiwa
- Generated the Sales Analysis Report from Linksoft for 31/05/2023. Sales Total $280.44VIP and Total Tax of $22.76
- Generated Sales with COGS by Part Number for 31/05/2023. Sales Total: $293.50 VIP and Tax Total: $23.33
|
| Audit Notes: | Edited by sanjay on 21/06/23 15:27. Edited by sanjay on 02/06/23 17:09. Edited by sanjay on 01/06/23 14:28. Edited by sanjay on 31/05/23 10:14. Edited by sanjay on 31/05/23 10:13. |
| 31 May 2023 | 10:14AM Comment 1 by Sanjay (Link Technologies) Case L12908 added to project 14.90 |
| 02 Jun 2023 | 02:53PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 12:44 PM Time Taken: 16.00 Notes: ETC extended from: 31/05/2023 to 07/06/2023 |
| PART A - Development work for this case has been completed. 1. The change will be available in version: 14.90 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added the following parameters for POS CASH Grouping:
- Day: When selected, a POS Cash Customer is created for Each Day, e.g. POSCASH-230601, POSCASH-230602
- Week: When selected, the "Year" and "Week Number" is used to group POSCASH transactions, e.g. POSCASH-23WK20, POSCASH-23WK52 etc.
- Changed Parameters for "POS CASH" grouping for the following
- Month: Changed so that the Suffix is 6 characters, e.g. POSCASH-202306, POSCASH-202307 etc
- Year: Changed so that the Suffix is 6 characters, e.g. POSCASH-YR2023, POSCASH-YR2024 etc
- Changed the LinkSOFT Integration to JIWA to group transactions for each day, i.e. transactions created in JIWA will be one "Sales Order" per day.
3. Affected Areas: - Creating POS Cash Customer Accounts
- Sending Transactions from LinkSOFT to JIWA
4. The issue was caused by: - Improvement
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
|
|
| 05 Jun 2023 | 03:53PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 07:47 PM Time Taken: 16.00 Notes: ETC extended from: 07/06/2023 to 07/06/2023 |
| PART A - Development work for this case has been completed. 1. The change will be available in version: 14.90 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Changed Line description to make the Line Numbers consistent in width for easier reading
- Added trigger to create a new customer in FMIS when a new "POSCASH" account is required. This prevents failure of integration (Invalid POSCASH Customer Code" when the customer does not flow before the cash transaction
- Changed Invoice reference to ll UPPERCASE to help with reading
- Changed API Version to 14.90
3. Affected Areas: - FMIS Integration for JIWA 7
4. The issue was caused by: - Improvement
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
|
|
| 05 Jun 2023 | 03:58PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 07:53 PM Time Taken: 33.00 Notes: ETC extended from: 07/06/2023 to 07/06/2023 |
|
The following tests were performed:
Test Setup Instructions: - DEV Environment DEV-LINKSOFT connected to JIWA 7 on LinkQA4
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Perform basic invoicing
| Line Description Formatting change checks
| Pass
|
| | 2 |
| Invoice Header Reference formatting checks
| Pass
|
| | 3 | Perform Colume testing. Create 1000 transactions per day for the full month of January 2023
| Invoice in LinkSOFT - 1000 lines @ 58860. Tax: 4860.00.
| Pass
| Invoice in JIWA- 1000 lines @ 58860. Tax: 4860.00.
| | 4 |
| Verify Item 3 for each day in Jan 2023 and confirm the Invoice and Payments amount match
| Pass
|
| | 5 |
| Perform LinkSOFT Sale with rounding and confirm Rounding passes into JIWA7
| Pass
|
| 6
| Activate all invoices in JIWA for the 1st Jan 2023
|
| Pass
|
| 7
| Using Sales Order Processes, Activate all other days in JIWA
|
| Pass
|
|
Environment Details - OS version: Win11
- Application version: 14.90
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
|
|
| 14 Jun 2023 | 11:37AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 16-06-2023 03:37 PM Time Taken: 1.00 |
| QA Passed in Comment 4 |
|