| Subject: | Fleet scenario - Unable to process payments for Inactive Customers |
| Summary: | Hi Team, We are not able to process payments for inactive customers in POS. This was possible in version 7400. Scenario - A customer has 25 Fleet, each fleet has their own credit limit.
- The credit limit rolls over every month.
- Customer made a sale in January. The customer has time till February to make payment.
- The customer has not made payment and its March. We mark this customer as Inactive.
- This puts the customer on hold. Rollover is not affected.
- Once the payment has been made, customers status is changed to "Active"
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| Audit Notes: | |
| 25 May 2017 | 11:26AM Comment 1 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 25-05-2017 11:26 AM Time Taken: 1.00 |
| Changed from system issue to change request. Rashna, please review this case and bring to development meeting for discussion. |
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| 30 May 2017 | 01:26PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-05-2017 01:26 PM Time Taken: 1.00 |
| Development Meeting: Alvis/Sanjeet/Vineet Change the flag "no new business" to "no credit sale". Add this to project 8.13 |
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| 30 May 2017 | 01:26PM Comment 3 by Alvis (Link Technologies) Case 8509 added to project 8.13 |
| 20 Jun 2017 | 03:54PM Comment 4 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 20-06-2017 03:54 PM |
| Explaining the difference between "No New Business" and "No Credit Sale" "No New Business" - Customer will not appear in any lookups
- Cannot process cash, credit or layby sale
- Can process payment, payment adjustment, and credit note
For example, Duplicate customers created by staff by mistake. We want to disable 1 customer account. "No Credit Sale" - Self-explanatory |
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| 20 Jun 2017 | 05:52PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 20-06-2017 05:52 PM Time Taken: 2.00 |
| Hi Alvis, The changes requested have been completed. The update is on 8.13 Regards
Sanjay |
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| 03 Jul 2017 | 10:11AM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 03-07-2017 10:11 AM Time Taken: 1.00 |
| System test completed, please proceed with UAT. |
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| 03 Jul 2017 | 03:32PM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 14-07-2017 12:00 AM 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? Pass 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? Yes
Additional Details (Risks, issues, special conditions required for this test to pass etc): The Case has been tested as below. The setup for "No Credit Sale" and "No New Business" is under "Point of Sale -- Customer Type" Created two customers - LTCU0000000001 - No Credit Sale
- System should allow cash sales.- Pass
- System should not allow credit sales. - Pass
- System should allow lay-by - Pass
- System should allow credit sales - Pass
- System should allow quotations - Pass
- The above 5 points should be the same with fleet card transactions Pass
- System should allow generation of "History Report" - Pass
- System should allow payment through all payment options - Pass
- System should allow processing of "Credit Note", "Void" and "Refund" - Pass
- Systems should allow generation of "Customer Statement, Customer Statement A4 and Customer Statement Running Total report". - Pass
- LTCU0000000002 - No New Buisness
- System should not allow cash sales.- Pass
- System should not allow credit sales. - Pass
- System should not allow lay-by - Pass
- System should not allow credit sales - Pass
- System should not allow quotations - Pass
- The above 5 points should be the same with fleet card transactions - Pass
- System should not allow generation of "History Report" - Pass
- System should allow payment through all payment options - Pass
- System should allow processing of "Credit Note", "Void" and "Refund" - Pass
- Systems should allow generation of "Customer Statement, Customer Statement A4 and Customer Statement Running Total report". - Pass
Case now for documentation
Regards
Rashna |
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| 07 Jul 2017 | 08:48AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 07-07-2017 08:48 AM Time Taken: 2.00 |
| Documentation completed on the case. Documentation updated at POS Web -- Point of Sale -- Customer Type. |
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