Company: Link Technologies
Case No: L08444. Project: 08.20: LinkSOFT Version 8.2
Logged By: Rashna (Edge Business Solutions) on 29 Mar 2017 02:45PM
Priority: High
Product: Point of Sale
Group: To be assigned
Time Taken: 11.00 (Weight: 11.00)
Version: 8.290.0115
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna
Resolve By: Thursday, 30 March 2017 12:00 AM [2557 days since logged date]
Status: Closed
Subject: Enhance Sales Order and Cash Book Integration
Summary:    

Hi Sanjay,

As discussed under case 5925.

The following is currently happening.

Scenario

  1. Cash Sales of $150
  2. When Sales Order was activated payment updated in JIWA was only $50.
  3. This $50 was crated a batch with the sales order reference in 1 above.
  4. When the remaining $100 was integrated in JIWA, this was updated in an open batch with the shift reference.

This causes issues in users to find the correct payments. They report cash book receipt does not reconcile with sales order.


Audit Notes:
29 Mar 201702:44PM Comment 1 by Alvis (Link Technologies) Case 8444 added to project 8.10.001
29 Mar 201703:17PM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 29-03-2017 03:17 PM Time Taken: 4.00
Development work for this case has been completed.
The change will be available in version: 8.10.001
Documentation update required(Yes/No. Add change details below)
QA required(Yes/No.Include areas that require testing): Yes

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

  1. Changed the Jiwa integration process to create the payment in the sales order when payments are replicated to Head office after the corresponding invoice is created.
Documentation details:

Example: A cash sale of $100 is done in Branch A. In replication the following data has come through:

  • LBS_POS_Order
  • LBS_POS_OrderLines

At this stage, Jiwa integration picks the record and creates a sales order. No payment record is created in sales order at this stage.

The replication then sends through LBS_POS_Payment and LBS_POS_PaymentLines data. 

The Jiwa integration picks the payment then checks if this payment is part of a cash sale. Then checks if the corresponding sales order in JIWA. 

  • If the sales order is open, then payment entry is added to the sales order
  • If the sales order is closed, then cash book receipt is created.
  • If the sales order is not created in JIWA, then the payment is skipped and not created in JIWA. (The JIWA process will pick this again next time and process)

11 Apr 201703:25PM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 12-04-2017 12:00 AM Time Taken: 5.00
1. Was this test completed using Demo / New / Other database? Demo
2. Did the test pass or fail? Not completely tested
3. Tab order, spelling, alignment, font size consistency, screen size etc checked? N/A
4. Data verified, saved, edit, delete/void? N/A
5. Documentation update required? 
Additional Details (Risks, issues, special conditions required for this test to pass etc): 

Test Plan 

Task No Task Description  Status
1   Create a new shift.Do Cash sales of 523.84. The should create a Sales Order in JIWA. The payments in JIWA for the sales order should also have 523.84 Pass
2    All payments to be updated in the open sales order for the shift Pass
3    Activate Sales Order Unable to test, issue emailed to JIWA
4    Create a shift processed sale of $10.00. This should be posted in the payments for the sales oder Pass
5     Do not close the shift in 3 above. Activate the batch Pass
6     The new sales and the payment are created in a new  batch  Pass
7   Activate Sales Order Unable to test, issue emailed to JIWA


12 Apr 201712:44PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 13-04-2017 12:00 AM Time Taken: 1.00

As per comment 3,

Sales order were activated and cash books were created successfully.



12 Apr 201701:16PM Comment 5 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 12-04-2017 01:16 PM Time Taken: 1.00
No documentation required.

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L08444 in the subject line of all emails regarding this issue.

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