| Subject: | Include the "Customer Detail" in the customer selection list when emailing the customer statement. |
| Summary: | Application Version: 10 BETA 6 Business Operation: - Clients email the customer statements from Business Intelligence -- Reports
- Clients have over 200 customer records.
- Email can be sent by any user who has access to Reports.
Current Behaviour: - Navigate to Business Intelligence -- Reports
- Select a date range
- Select the Statement Format.
- Click on "Email Report".
- This will open the list of all customers.
- The screen has below details
- "Username and Name" column. This should display the user who has generated the report (Issue in 10).
- Email Address
- Status
- The report does show for which customer the statement is. Currently, the users need to cross check the email addresses for confirmation.
Improvement: - Add the customer column on the grid. This will allow users to easily identify a customer and email their statements.
Figure 1: Sample
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| Audit Notes: | Edited by sanjay on 05/03/19 10:40. Edited by alvis on 25/01/19 09:12. Edited by alvis on 25/01/19 09:03. Edited by alvis on 25/01/19 08:59. |
| 04 Oct 2018 | 08:28AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-10-2018 08:28 AM Time Taken: 1.00 |
| Hi Sanjay, For Approval |
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| 22 Oct 2018 | 04:42PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 22-10-2018 04:42 PM |
| Use the same mechanism used in Email Report Log
Approved for development. |
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| 22 Oct 2018 | 04:43PM Comment 3 by Sanjay (Link Technologies) Case 9609 added to project 999 |
| 25 Jan 2019 | 08:59AM Comment 4 by Alvis (Link Technologies) Case 9609 added to project 10.2 |
| 25 Jan 2019 | 09:03AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 25-01-2019 09:03 AM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version: 10.2 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Corrected the display of customer code and name in the email grid.
2. The issue was caused by: - Customer name was not displayed on the grid.
3. Next Step: - UAT
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| 25 Jan 2019 | 09:12AM Comment 6 by Alvis (Link Technologies) Case 9609 added to project 10.1 |
| 25 Jan 2019 | 09:13AM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 25-01-2019 09:13 AM |
| Corrected the customer email report, timesheet log report, email payslip. |
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| 25 Jan 2019 | 02:22PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 25-01-2019 02:22 PM |
| 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 | Email "Customer Statement" from "Business Intelligence -> Reports". The customer selection form at "email report" should show the customer code and name. | Pass | | 2 | Email "Timesheet Log Import Report" from "Business Intelligence -> Reports". The employee selection form at "email report" should show the employee code and name.
| Pass | | 3 | Email payslip from "Payroll Processing - Email Payslip". The employee selection form at "email report" should show the employee code and name | Pass
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Environment Details - OS version: Windows Server 2012
- Application version: 10.1.39
- Setup: Demo
- Server : 10.0.0.14
- Database: RASHNA-LINKSOFT-DEMO-10
Steps to reproduce failed scenarios: N/A Next Step: for closure
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| 04 Feb 2019 | 09:13AM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 04-02-2019 09:13 AM |
| thanks Rashna |
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| 09 Oct 2019 | 08:14AM Comment 10 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 |