Company: Link Technologies
Case No: L10185. Project: 11.40: LinkSOFT Version 11.4
Logged By: Rashna (Edge Business Solutions) on 20 Feb 2019 11:45AM
Priority: Medium
Product: Point of Sale
Group: Enhancement
Time Taken: 33.00 (Weight: 33.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Thursday, 21 February 2019 12:00 AM [1893 days since logged date]
Status: Closed
Subject: "Gross Margin by Supplier" and "Gross Profit Analysis" have similar details. Review and merge reports
Summary:    

Discussion Sanjay, Alvis and Rashna

"Gross Margin by Supplier" and "Gross Profit Analysis"  shows the "Total Sales" and "Margin' for items. 

Discussions

  1. Gross "Margin by Supplier" groups sales by the "Supplier". 
  2. "Gross Profit Analysis" has the "Supplier filter". 
  3. Both reports show the same details

Improvement

  1. Merge "Gross Profit Analysis" with "Gross Margin by Supplier".
  2. Rename the report to "Gross Margin Report"
  3. Add a "Group By" filter to group by "Location" and "Supplier"
  4. Add the following columns to the "Gross Margin Report"
    1. Total Cost = Quantity Sold x Average Cost (Add this after the "Avg Cost" column)
    2. Rename "Total Margin" column to "Gross Profit"

Audit Notes:Edited by sanjay on 11/09/19 16:00. Edited by rashna on 21/02/19 10:41. Edited by rashna on 20/02/19 11:45. Edited by rashna on 20/02/19 11:41. Edited by rashna on 20/02/19 11:41. 
20 Feb 201911:02AM Comment 1 by Rashna (Edge Business Solutions) Case 10185 added to project 10.2
20 Feb 201911:10AM Comment 2 by Rashna (Edge Business Solutions) Case 10185 removed from project 10.2
20 Feb 201911:41AM Comment 3 by Rashna (Edge Business Solutions) Case 10185 added to project 10.2
06 Mar 201908:21AM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 06-03-2019 08:21 AM Time Taken: 17.50

Development work for this case has been completed.

The change will be available in version: 11

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

  1. Removed the following reports:
    1. Sales by Category
    2. Sales by category - graph
    3. Sales by customer
    4. Sales by hour
    5. sales by month
    6. sales by product
    7. sales by weekday
    8. Gross margin by supplier
    9. Gross profit analysis
    10. Inventory gross profit listing
  2. Created a new report "Sales Analysis".
  3. Filters for "Sales Analysis by Product" report:
    1. Date Range
    2. Product Code
    3. Category
    4. Sub Category
    5. Location
    6. Bin No
    7. Supplier
    8. Shift
    9. Machine
    10. Customer
    11. Asset GL Account
    12. COGS GL Account
    13. Group By
    14. Show Details (Y/N)
    15. Show Graph (Y/N)
    16. Search
  4. When "Group By" is selected the graph is shown by the "Group By". When "Group By" is not selected, the graph is shown by category.

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


14 Mar 201901:41PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 15-03-2019 12:00 AM Time Taken: 5.50 Notes: Edited by rashna on 14/03/19 13:43. 
Hi Alvis
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1Validate that the below reports are removed from "Backoffice", "Report Maintenance" and "Role Menu Access"Pass
2Users with access should be able to generate the "Sales Analysis" reportPass
3

Create products as below

  1. Item 1 - Average Cost = 10, Selling Price = 11, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit = 20.18-20 = 0.18
    2. Markup % = 0.18/20= 0.9
    3. Margin % = 0.18/20.18 = 0.89
  2. Item 2 - Last Cost = 10, Selling Price = 11.50, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit = 21.10-20 = 1.1
    2. Markup % = 1.1/20= 0.9
    3. Margin % = 1.1/21.10= 0.89
  3. Item 3 - Standard  Cost = 10, Selling Price = 11.76, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit = 21.58-20 = 1.58
    2. Markup % = 1.58/20= 0.9
    3. Margin % = 1.58/ 21.58 = 0.89
  4. Item 4 - Zero Cost = 0, Selling Price = 11, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit =21.19
    2. Markup % =0
    3. Margin % = 21.19/21.19 = 1
  5. Item 5 - Tax Exclusive Item with cost = 10, Selling Price = 11, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit = 24.02-20 = 4.02
    2. Markup % = 4.02/20= 0.9
    3. Margin % = 4.02/24.02 = 0.89
  6. Item 6 -  cost = 10, Selling Price = 0, Sell Quantity = 2, Tax = 9%. Below should be calculations.
    1. Gross Profit = 0-10 = -10 
    2. Markup % =-10/10 = -1
    3. Margin % = -10/0 = nil
  7. Validated report totals and totals when show details is set to No.
Pass
4Users should be able to generate the report for the specific date and timePass
5Validate that the report filters are functional

Failed

Group By

  1. Hour - The Hour column is unclear. Refer to Figure 1.
  2. "Month" and "Weekday" - Can we remove the numbers associated with the days. This makes the column unclear
  3. "User" and "Sales Person" gives the same results



6

Test the report for 

  • Credit Sale
  • Layby
  • Quotation
  • Returns
Pass

Figure 1: Report grouped by "Hour"


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 1
  3. setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT_REPORTNOTES

Steps to reproduce failed scenarios: N/A

Next Step: for correction


    15 Mar 201908:15AM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-03-2019 08:15 AM Time Taken: 3.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.0315

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

    1. Changed "Hour" group to display as "Day - HH:00 to HH:59". Data is sorted by calendar day "Sun-Sat"
    2. Removed numbers from "weekday" group. Data is sorted by calendar day "Sun-Sat"
    3. Removed numbers from "month" group. data is sorted by calendar month and year.
    4. User and salesperson are the same by default when a sale is completed. Try having different data for the user and salesperson then test this.

    2. The issue was caused by:

    1. Improvement

    3. Next Step:

    1. UAT

    4. Notes:


    01 Apr 201903:02PM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-04-2019 12:00 AM Time Taken: 2.50
    QA Results
    Tests carried out according to requirements specified on the case header

    Test Results Summary

    Table 1 - Summarised list of issues
    NoTest DescriptionPass/Fail
    1

    Process a sale of item PNT at 2.45pm and the 2nd sale at 3.05pm for a Monday. 

    Generate the report the two sales should be printed as

    • Monday
      • 2pm to 2.59pm 
      • 3pm to 3.59pm


    		Pass
    2

    Verify that numbers are removed from "Weekday" and the sale is correctly grouped by each "Day".

    1. Process sale of item PNT01 and PNT02 on a Monday.
    2. Process sale of item PNT03 on a Tuesday.
    		Pass
    3

    Verify that numbers are removed from "Month" and the sale is correctly grouped by each "Month".

    1. Process sale of item PNT01 and PNT02 in March 2019.
    2. Process sale of item PNT03 in April 2019
    		Pass
    4
    1. Login as "Admin" and process a sale of item PNT06.
    2. Login as "Admin" and process a sale of item PNT07. Change the sales person to "Janet"
      • Generate the report by "User", both sales should be under user "Admin".
      • Generate the report by "Salesperson", sale 2 above should be updated with "sales" person as Janet
    		.Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.0329
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT_REPORTNOTES

    Next Step: for documentation


      03 Apr 201902:48PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-04-2019 12:00 AM Time Taken: 2.50

      Hi Sanjay, 

      Documentation for the case has been updated under BO Inventory->Point of Sales  -> Anaytical->Sales Analysis

      Thanks
      Rashna


      03 Apr 201904:24PM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 03-04-2019 04:24 PM Time Taken: 1.50
      Thanks Rashna 

      09 Oct 201908:14AM 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
      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10185 in the subject line of all emails regarding this issue.

      Document size: 25.8 KB
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