Company: Link Technologies
Case No: L09847. Project: 11.40: LinkSOFT Version 11.4
Logged By: Sanjay (Link Technologies) on 15 Jan 2019 02:58PM
Priority: High
Product: Point of Sale
Group: New Feature
Time Taken: 62.00 (Weight: 62.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Development, Rashna, Sanjay
Resolve By: Friday, 18 January 2019 12:00 AM [1926 days since logged date]
Status: Closed
Subject: Add ability to EMAIL receipts from Point of Sales
Summary:    

A common feature in Point of Sales is to email customer receipts instead of printing to a printer.

Design:

  1. Add a station level configuration to "Email POS Receipts Document Template Name (Leave Blank if Email receipts is to be disabled)
  2. When a sale is completed, if the station level option to Email Receipts is valid, prompt the user input for Email Address. The default/preloaded should be the email address of the customer selected.
  3. On save, queue the email to be sent via email. Receipt print threshold will not apply to "Email Receipts"
  4. Do not change existing Printer options. For users that do not want to print receipts at all, they can choose a receipt print threshold that is high enough as to prevent current receipt print.
Audit Notes:Edited by sanjay on 11/09/19 15:18. 
15 Jan 201902:58PM Comment 1 by Sanjay (Link Technologies) Case 9847 added to project 10.2
19 Feb 201907:53AM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 19-02-2019 07:53 AM Time Taken: 9.50

Added ability in the framework to attach multiple attachments to the "Email Log" messages. 

Next step will be to create an "Email Log" entry with an attachment. The framework will then send the email automatically.


28 Feb 201908:44AM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 28-02-2019 08:44 AM Time Taken: 19.50

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. A new configuration is added to "PromptEmailCustomerDocuments" which determines if Receipts will be emailed to customers. This configuration is set at the STATION Level.
  2. If the Prompt is set to "Y", on completion of a POS Sale, a PROMPT will appear that will allow the user to Email the Receipt document.
  3. The user can choose to Email, Print or Print and Email the receipt
  4. The email address will default from the current customer context

2. The issue was caused by:

  1. Change Request

3. Next Step:

  1. UAT

4. Notes:

  1. Emails are treated as a standard receipt so SDC signing is not done for each email. It is assumed that email receipt is like a PHOTOCOPY of a receipt.

06 Mar 201910:14AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 07-03-2019 12:00 AM Time Taken: 4.50
Hi  Sanjay
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
1Set the value for "Prompt to email customer document documents" to "No". This should have the standard functionality. A receipt should print after the sale is completed.

Failed. 

Process a cash sale, the "change" screen opens. The option to save receipt does not populate.

Tested the same with "Credit Sale" and "Cash In". 

2

Set the value for "Prompt to email customer document documents" to "Yes". Test "Print", "Email", "Print and Email" and "Cancel" for the following functions

  1. Cash In
  2. Cash Out
  3. Cash Sales
  4. Credit Sales - Multiple Email address for the customer
  5. Layby
  6. Return
  7. Quotation
  8. Sell of prescription.
  9. Payment for Credit Sales
  10. On Account Payment
  11. Multiple Account Payment
  12. Payment Adjustment/ Refund
  13. Reprint
  1. Cash In - Fail. No option appears to print or email a receipt. 
  2. Cash Out - Fail. No option appears to print or email a receipt.
  3. Cash Sales - Pass
  4. Credit Sales - Multiple Email address for the customer - Pass
  5. Layby - Pass
  6. Return - Pass
  7. Quotation - Pass
  8. Sale of prescription - Pass (Tested "Insurer" setup)
  9. Payment for Credit Sales - Fail. 
    1. Process Account Payment
    2. Allocate payment to an invoice
    3. Complete transaction
    4. The option appears but the "Email Address" is not auto updated.
  10. On Account Payment - Not Applicable 
  11. Multiple Account Payment.
    1. Set the email address for customer 002 as "rashna@linktechnologies.com.au;karishma@linktechnologies.comau"
    2. Process Payment of 100.
    3. Allocate the payment as below
      1. Customer 002 - $20.00
      2. Customer ABC001 - $50.00
      3. Customer 0003 - $30
    4. Click on "Apply". 
    5. Select the option to "Email". Every time we click on "Email", the email address for customer 002 is auto updated. This updates the payment for the customer in the customer screen based on the number of times the user clicks on "Email".
    6. An error occurs in the event log at this point. Refer to Figure 1.
  12. Payment Adjustment/ Refund - Not Applicable
  13. Reprint - Pass



3

Improvement

Can we add "Hotkeys" to the "Print", "Email" "Print and Email" and "Cancel" option. This will not affect the performance of cashiers who use keyboards and mouse for processing.



Figure 1: Error at Multiple Account Payment

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.0.0305
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT_REPORTNOTES

Steps to reproduce failed scenarios: N/A

Next Step: for corrections


    07 Mar 201911:41AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 07-03-2019 11:41 AM Time Taken: 7.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.0307

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

    1. Corrected the logic where the configuration is set to "No" so that the standard functionality is implemented (Comment 4 - Test 1)
    2. Added prompt to Case In and Cash Out (Comment 4 - 2.1, 2.2)
    3. Corrected the extraction of customer email for account payment (Comment 4 - Test 2.9)
    4. Corrected procedure to address "Conversion Failed" issue (Comment 4 - Test 2.11)

    2. The issue was caused by:

    1. Coding issues

    3. Next Step:

    1. UAT

    11 Mar 201904:06PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 12-03-2019 12:00 AM Time Taken: 3.50
    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
    1Set the value for "Prompt to email customer document documents" to "No". This should have the standard functionality. A receipt should print after the sale is completed.

    Pass. 

    Tested

    1. Cash In
    2. Cash Out
    3. Cash Sales
    4. Credit Sales - Multiple Email address for the customer
    5. Layby
    6. Return
    7. Quotation
    8. Sell of prescription.
    9. Payment for Credit Sales
    10. On Account Payment
    11. Multiple Account Payment
    12. Payment Adjustment/ Refund
    13. Reprint
    2

    Set the value for "Prompt to email customer document documents" to "Yes". Test "Print", "Email", "Print and Email" and "Cancel" for the following functions

    1. Cash In
    2. Cash Out
    3. Cash Sales
    4. Credit Sales - Multiple Email address for the customer
    5. Layby
    6. Return
    7. Quotation
    8. Sell of prescription.
    9. Payment for Credit Sales
    10. On Account Payment
    11. Multiple Account Payment
    12. Payment Adjustment/ Refund
    13. Reprint

    1. Cash In - Pass
    2. Cash Out - Pass
    3. Payment for Credit Sales - Pass
    4. Multiple Account Payment - Pass
    3

    Set the receipt count for "Bulk Item as 1" and "Non -Bulk Item as 1" . Set item PNT01 as a "Bulk Item".

    Sell item 01078 and PNT01 in POS. Select the option to email the receipt. This should email the receipts

    Fails.

    The email option prints "Bulk and Non Bulk" slips

    4Verify that the short cut keys are added to the "Print", "Email", "Email and Print" and "Cancel" options
    		Fail. Short Cut keys are not seen in POS.

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.308
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT_REPORTNOTES

    Steps to reproduce failed scenarios: N/A

    Next Step: for correction


      13 Mar 201903:47PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 13-03-2019 03:47 PM Time Taken: 5.50

      Development work for this case has been completed.

      The change will be available in version: 11.0.0313

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

      1. Added "Fast keys" to Print and Email Prompt
      2. Added Print and Email to PARK transactions
      3. Forced "Bulk and Non-Bulk" to print directly to the printer as these are Kitchen items which we have not designed for email. We will look at this at a later stage.

      2. The issue was caused by:

      1. Change request and coding/design issues

      3. Next Step:

      1. UAT

      15 Mar 201911:53AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 18-03-2019 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

      Added "Fast keys" to Print and Email Prompt.

      Test fast keys for below options

      1. Print
      2. Email
      3. Print and Email
      4. Cancel
      		Pass
      2Added Print and Email to PARK transactions

      Fails

      1. Load an item
      2. Park the item in POS. Select a customer and enter notes when parking.
      3. Save. The system prompts an error.


      3Forced "Bulk and Non-Bulk" to print directly to the printer as these are Kitchen items which we have not designed for email
      		Pass
      4Discussion: Should we print "Bulk and Non-Bulk" at Cancel? Currently, we are printing documents.

      Environment Details

      1. OS version: Windows Server 2012
      2. Application version: 11.0.0314
      3. Setup: Demo
      4. Server : 10.0.0.14
      5. Database: LINKSOFT_REPORTNOTES

      Next Step: for correction


        15 Mar 201903:55PM Comment 9 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-03-2019 03:55 PM Time Taken: 3.50

        Hi Rashna, The missing procedure has been corrected and will be available in the next build.

        The issue was caused by a coding error.


        27 Mar 201908:13AM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 12-04-2019 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

        Enable the configuration for "Print Park Transaction Slip" and "Prompt to email customer documents".

        1. Load item PNT01 and park the transaction. Print the Receipt.
        2. Load the park transaction in 1 and add item PNT02. Email the receipt.
        3. Load the park transaction in 1 and add item PNT03. Print and Email the receipt.
        4. Load the park transaction in 1 and add item PNT04. Cancel the receipt.
        		Pass
        2

        Disable the rule "Prompt to email customer documents". 

         

        1. Load item PNT01 and park the transaction. Print the Receipt.
        		Pass

        Environment Details

        1. OS version: Windows Server 2012
        2. Application version: 11.0.0325
        3. Setup: Demo
        4. Server : 10.0.0.14
        5. Database: LINKSOFT_REPORTNOTES

        Next Step: for documentation


          05 Apr 201902:17PM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 08-04-2019 12:00 AM Time Taken: 2.00

          Hi Sanjay, 

          Documentation for the case has been updated under Point of Sale-> Maintenance -> Configuration ->General Setting 3.

          Thanks
          Rashna


          10 Apr 201910:45AM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 10-04-2019 10:45 AM Time Taken: 1.50
          Thanks Rashna 

          09 Oct 201908:14AM Comment 13 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: L09847 in the subject line of all emails regarding this issue.

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