Subject: Change Request - v12  for On the Go Limited

Section A - Briefly explain what the change is about

Section B - Explain in detail what this change is about

Change 1:Role menu access for Cost Method on Product Master: At the moment we are able to set the default value for this dropdown at Product Master. OTG uses the Average Costing Method, however, some users accidentally change this during product creation. OTG has requested if this can be controlled at the role level which users to be granted access to change.

Change 2: PO to close after a certain Time: Add a default configuration value where the user can define after how many days from the PO created date to auto-close the "Approved", "Printed" and "Partial Received" Purchase Order if not fully received within the configured days time. All PO fully received should be automatically marked as closed. The default days appear on the Purchase Order menu as well. Users can increase or decrease this on a need basis. 

Change 3: Role menu access for Partial Close Shift: At the moment the cashiers end up clicking on the Partial close instead of Full Close. They resume in the same shift when they log in next. Since OTG always does a full close, they need to remove access from the cashier role for Partial close. At the moment we do not have an access-based control on this button.

Change 4:Facility to email Errored Integration Transaction by module so it can be emailed to the respective departments: Currently, the integration errors are sent to one email address. OTG wants to send all AR, receipts, and Sales errors to the AR team and AP and Creditor Purchase errors to AP Team. Local Journals contain PO Received Journals, Adjustment, and StockTake Journals, and Shift Variance Journals. Shift Journals to be sent to AR team and PO Journals to AP Team and the rest to the EDP team.

Change 5: “Time limits control” on cards: At the Fleet level, need to set up time limits by day. Monday to Friday 8 am to 5 pm, Saturday 8 am to 1 pm, and Sunday No filling.

Change 6:Show/Hide Balance Remaining of the allocated Credit Limit by the customer on Credit Sales Docket: At the Customer level, OTG wants to set which credit customers docket to print the available credit balance. Most Customers do not want to disclose the available credit after refill to their drivers

Section C - Provide a Test plan for this change

Change 1:

1. Enable disable role for Cost Method and review if the user is able to edit at Product Master Form

Change 2:

1. Create a Purchase Order having configured close after value 30 days. Approve this PO and Print. Do not receive this Purchase Order. PO should be closed on the 31st day
2. Create a Purchase Order having configured close after value 30 days. Approve, Print, and Partially receiving before the 30th day. If PO not fully received, PO should be closed on the 31st day.
3. Create a Purchase Order having configured close after value 30 days and do not approve. If PO is not approved, PO will not be closed on the 31st day.
4. Create a Purchase Order with sequence Approval having configured close after value 30 days. Setup 2 approvers. Approve with one approver only.   If PO is in Approval Progress , PO will not be closed on the 31st day.

Change 3:

1. Enable disable role for Partial Close Shift and review if the user is able to close shift Partially from close shift form in POS and Reconcile and Close shift form.

Change 4:

1. Setup integration with Incorrect Accounts.
2. AR, receipts, and Sales errors to one specific email address.
3. AP and Creditor Purchase errors to one specific email address.
4. Shift Journals to be sent to one specific email address
5. PO Received Journals to be sent to one specific email address
6. Adjustment, and StockTake Journals, to one specific email address

Change 5:

1. Create a fleet entry and setup time limit for Monday to Friday from 8 am to 5 pm, Saturday 8 am to 1 pm, and Sunday no time limit set. Sales for this fleet to be permitted only within the specified time.
2. The default value for all fleets to be from 12:00:00 am to 11.59:59 pm to indicate the vehicle can fill anytime.

Change 6:

1. At the Customer level, disable print of available credit on sales docket.
2. Now enable the print of available credit on the sales docket for the same customer. Any sales printed for this customer's fleet should now print the available credit.
3. Now Reprint the sales docket created in 1 above. The reprint copy should have the available credit limit printed now.

Hi Vineet, reviewed costs based on details provided:

Table 1 - Development cost based on details provided.

Delivery: 2 weeks from approval

Completed the following:

1. Completed items1 and 3
2. Add plugin to handle item 2
3. Added a process for item 4

Completed the following items

1. Item 5 - We have added Fleet Time Limit controls for Fleet Management.
   1. If there are no time controls added, time limits will not be checked
   2. If there are multiple time limits, the most restrictive option will be selected
   3. Time restriction Validation happens when the card pin is validated
   4. Added user access to 'override Time limits". If this access is given to override, time limits will not be checked
2. Item 6 - Added a plugin to handle this change.
   1. When the plugin is enabled, an "Additional Field" will be added to the customer record named "Show Available Credit on Docket".
   2. If the additional field is enabled (set to Yes", the receipt will display the available credit