| Subject: | Add Control on Payment amount at POS Payment Receiving Screen |
| Summary: | We have come across issues where cashiers type in Incorrect Payment amount at POS Payment screen. The system returns a big change amount when in fact there is no physical money in the til. This shows a negative cash amount during close off. We need to be able to control these from a configurable option.
One solution I came up with is as below:
Option 1:
To avoid this we need a system control in order to indicate up to how much additional payment can be received from the actual invoice total. This should be enforced only for cash and credit sales.
Example if my invoice balance is $23.30 and I setup limit as $80, I can only receive $103.30 in this case.
Any amount greater than that should prompt message as " Payment amount exceed the configured amount of $80. Please contact your administrator".
Figure 1.1 below is a snap of the kinds of issue that we want to place control on as users will remain users.
Further options to be discussed in meeting 10/11/2017
Figure 1.1
.
Test Areas:
| Test Areas
| 1.
| Cash Sales using all payment method: (Cash,EFTPOS,Cheque etc.)
| 2.
| Cash Sales Payment with Fast Cash Mode enabled
| 3.
| Cash in and Cash out
| 4.
| Account Payment and Allocation.
| 5.
| Account Payment and Credit Note
| 6.
| Multi Account Payment.
| 7.
| New Payment from customer maintenance
|
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| Audit Notes: | Edited by rashna on 18/03/19 10:27. Edited by sanjay on 05/03/19 09:46. |
| 10 Nov 2017 | 11:14AM Comment 1 by Alvis (Link Technologies) Case 8905 added to project 8.20 |
| 10 Jan 2018 | 11:19AM Comment 2 by Alvis (Link Technologies) Case 8905 added to project 900 |
| 23 Apr 2018 | 07:53AM Comment 3 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 23-04-2018 07:53 AM |
| Please bring this to the development meeting for review and project allocation. |
|
| 23 Apr 2018 | 07:55AM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-04-2018 07:55 AM |
| Moved to development pool |
|
| 26 Jul 2018 | 08:34AM Comment 5 by Rashna (Edge Business Solutions) Case 8905 removed from project 999 |
| 30 Aug 2018 | 10:18AM Comment 6 by Alvis (Link Technologies) Case 8905 added to project 09.5 |
| 30 Aug 2018 | 02:11PM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-08-2018 02:11 PM Time Taken: 1.00 |
| Added a configuration in POS Global for "MaximumAllowedChangeAmount". Please implement a check when completing sale that the change amount cannot exceed this configuration. |
|
| 30 Aug 2018 | 06:15PM Comment 8 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 30-08-2018 06:15 PM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version: 95Beta3 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Added check for configuration of MaximumAllowedChangeAmount
2. The issue was caused by: - NA
3. Next Step - Change the default change amount to 999 instead of 9999999
- Assign for UAT
|
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| 31 Aug 2018 | 08:12AM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-08-2018 08:12 AM |
| Changed default value to 999. |
|
| 10 Sep 2018 | 08:49AM Comment 10 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-09-2018 08:49 AM Time Taken: 1.00 |
| System test completed. proceed with UAT. |
|
| 21 Sep 2018 | 12:26PM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 21-09-2018 12:26 PM Time Taken: 1.00 |
| Hi Sanjay 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 | Set the MaximumAllowedChangeAmount to 200. - Process a sale of $19.00, received payment of $500. This transaction should be completed as change will be more than 200.
| Pass | 2 | Process a sale of $19.00, received payment of $50. This transaction should be completed. | Pass |
Environment Details - OS version:Windows Server 2012
- Application version: 10 BETA 3
- Setup: Demo
- Server : 10.0.0.10
- Database: LINKSOFT-DEMO-10-RASHNA
Steps to reproduce failed scenarios: N/A Next Step: Case added to documentation que. Thanks
Rashna
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| 25 Sep 2018 | 03:34PM Comment 12 by Alvis (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 25-09-2018 03:34 PM Time Taken: 1.00 |
| Documentation completed |
|
| 09 Oct 2019 | 08:14AM Comment 13 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 |