Company: Link Technologies
Case No: L08653. Project: 08.20: LinkSOFT Version 8.2
Logged By: Rashna (Edge Business Solutions) on 06 Jul 2017 09:07AM
Priority: Medium
Product: Point of Sale
Group: Enhancement
Time Taken: 5.00 (Weight: 5.00)
Version: 8.290.0115
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Friday, 07 July 2017 12:00 AM [2458 days since logged date]
Status: Closed
Subject: Disable account payment for POSCASH customer.
Summary:    

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

  1. Go to Account Payment in POS.
  2. Select Account Payment / Credit Note
  3. Select POSCASH as the customer
  4. Process a payment of $100.00 for POSCASH.

This is successfully received on the system.

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.

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:
07 Jul 201703:33PM Comment 1 by Alvis (Link Technologies) Case 8653 added to project 8.14
13 Jul 201707:14PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 13-07-2017 07:14 PM Time Taken: 4.00
This isn't a system issue. I have changed this to an Improvement.

Development work for this case has been completed.
The change will be available in version: 814
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. Added a message to prevent users from taking payment to the POS Cash account
How/When will the correction be delivered?: Version 814. Either upgrade or apply patch to 813

Test Plan:
  1. Test payment against POSCASH
  2. Test payment against POSCASH variations where we have Monthly/Yearly accounts

13 Jul 201707:32PM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 13-07-2017 07:32 PM

Note that this change is not done for Multi Account Payment. We will attend to this in a later release.


14 Jul 201701:58PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 14-07-2017 01:58 PM Time Taken: 1.00
QA for product and Patch Releases
Step 1 - Developer to system test changes until not issues are found - Alvis and Sanjay to sign off on System Test
Step 2 - Product expert allocated by Consulting Manager for Product QA.
               Consulting Manager to allocate resource
               Consulting Manager to sign off on UAT and Generic Test

Step 3 - Sanjay to release patch only after steps 1 and 2 are completed successfully.

STEP 1 - DETAILS OF QA can be entered in case comments. Summary to be maintained in the table below.

The below has been tested and passed in 4 Beta 1.


Table 1 - Summarised list of issues
NoIssue Description Resolved? 
1 Users were able to process payments for POSCASH customer Yes
2  
3  
4  
5  
6  
7  
8  
9  
10  
11  
12  

WORKFLOW:

  1. Original case assigned to Development
  2. When the product is ready for release, System test details are entered into comments and the CASE HEADER Table updated.
  3. If system test passes, assign case to Consulting Manager for UAT
  4. If UAT Passes, Assign case to MD to release patch

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L08653 in the subject line of all emails regarding this issue.

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