| Subject: | Users can process payments and refund for POSCASH customer |
| Summary: | 17/05/17 Design notes: - The payment customer select form should have the same behavior for close button and control x.
- User should not be able to take account payments on customer code starting with POSCASH
- Take payments for any customer (including inactive ones) except POSCASH
-------------------------------------------- Hi Sanjay, I have tested the case in QA1 with database LINKSOFT. This has been tested with version 811. Users can process payments and refund for POSCASH customer.
Steps to replicate - Go to Account Payment in POS.
- Select Account Payment / Credit Note
- Select POSCASH as the customer
- Process a payment of $100.00 for POSCASH.
This is successfully received on the system. We need to disallow users to process account payments and refund for POSCASH customers. This is causing outstanding balance for POSCASH customer. This needs to be done at the below options - Account Payment/Credit Note
- Payment Adjustment/Refund
- Multi - Account Payment
Regards
Rashna |
| Audit Notes: | |
| 16 May 2017 | 09:21AM Comment 1 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-05-2017 09:21 AM Time Taken: 1.00 |
| Hi Rashna, this is a change request, please bring to development meeting to discuss how to design this. |
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| 16 May 2017 | 10:18AM Comment 2 by Sanjay (Link Technologies) Assigned To: Design Followup Date: 16-05-2017 10:18 AM |
| Added to project 8.13 for analysis and design. |
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| 16 May 2017 | 10:18AM Comment 3 by Alvis (Link Technologies) Case 8540 added to project 8.13 |
| 20 Jun 2017 | 05:51PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 20-06-2017 05:51 PM Time Taken: 3.00 |
| Hi Alvis, Changes have been completed, however, I need clarification on why we do not want to process adjustments and/or receipts on POSCASH. The update is on 8.13 Regards
Sanjay |
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| 03 Jul 2017 | 10:13AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 03-07-2017 10:13 AM Time Taken: 1.00 |
| System test completed, please proceed with UAT. The system will now give a warning message when taking payment for POSCASH customer. |
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| 03 Jul 2017 | 02:29PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 03-07-2017 02:29 PM Time Taken: 2.00 |
| 1. Was this test completed using Demo / New / Other database? Demo with 813 Beta 1 in Qa1 2. Did the test pass or fail? Failed 3. Tab order, spelling, alignment, font size consistency, screen size etc checked? N/A 4. Data verified, saved, edit, delete/void? 5. Documentation update required?
Additional Details (Risks, issues, special conditions required for this test to pass etc): Case has been failed on the following - The payment customer select form should have the same behavior for close button and control x - Failed
- Go to Account Payment Credit/Note.
- The Customer Screen Opens
- Click on the "Red X" to close the customer search screen.
- The "Payment Entry" screen opens with the customer field as "Blank"
- Process payment for the customer.
- Payment is successfully saved.
- We can still take payments for POSCash Customer. The system should not allow any payment for a POSCASH customer. We do not allow the system to raise any credit sale for POSCASH. POSCASH is a system generated customer, no user should be able to be load it on the search screen to allow payments. This has been disabled under "Account Payment and Allocation". The same is should be done under below payment options. This is one way to avoid having balances against POSCASH customer.
- Account Payment/Credit Note
- Payment Adjustmet/Refund
- Multi - Account Payment
Regards
Rashna
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| 04 Jul 2017 | 03:17PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 04-07-2017 03:17 PM Time Taken: 1.00 |
| Hi Rashna, Issue 1 has been corrected in beta2. For issue 2 please log a new case that will be included in version 8.14. regards
Alvis |
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| 06 Jul 2017 | 09:10AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 06-07-2017 09:10 AM Time Taken: 2.00 |
| 1. Was this test completed using Demo / New / Other database? Demo with 813 Beta 2 in QA1 2. Did the test pass or fail? Passed 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? No
Additional Details (Risks, issues, special conditions required for this test to pass etc):
Test Scaenarios
Account Payment and Allocation - On the Account Payment form click on "cancel", the form should close - Pass
- On the Account Payment form click on the "red X" , the form should close - Pass
Account Payment and Credit Note
- On the Search Customer form click on "close", the form should close - Pass
- On the Search Customer form click on the "red X ", the form should close - Pass
Payment Adjustment / Refund - On the Search Customer form click on "close", the form should close - Pass
- On the Search Customer form click on the "red X ", the form should close - Pass
Case 8653 - Disable Account Payment for POSCASH Customer has been logged. Regards
Rashna
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