| Subject: | Enhancement - Add Total Sales on the Customer Transaction History Report |
| Summary: | Hi Team, This case is logged as part of case 4366. Currently, the Customer Transaction History Report in POS shows the Credit and Layby Balances. It does not show the total sales of a customer. There are scenarios, where customers request for discount. So clients determine the discount based on the sales for the customer. If the cashier generates the customer history report, they have to manually calculate the total sales. 
Test Plan - Process Credit Sales for a customer. Value of $25.00
- Process Lay by for a customer. Value of $30.00
- Run the Customer Transaction History Report.
- The summary should show a total sales of $55.00
- Total Balance should show Total Sales less Payments.
Regards Rashna |
| Audit Notes: | Edited by sanjay on 05/03/19 09:46. |
| 24 Oct 2016 | 08:54AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Vineet (Link Business Solutions) Followup Date: 25-10-2016 12:00 AM Time Taken: 0.50 |
| Hi Vineet, May you please discuss this case in the next development meeting. Regards
Rashna Lingam |
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| 02 Nov 2016 | 03:46PM Comment 2 by Alvis (Link Technologies) Case 7938 added to project 9.00 |
| 15 Nov 2016 | 10:54AM Comment 3 by Alvis (Link Technologies) Case 7938 removed from project 9.00 |
| 09 Oct 2017 | 03:57PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 13-10-2017 12:00 AM Time Taken: 0.50 |
| Hi Team Case to be discussed in the development meeting on 13/10/2017. Regards
Rashna |
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| 11 Jan 2018 | 03:58PM Comment 5 by Alvis (Link Technologies) Case 7938 added to project 900 |
| 11 Jan 2018 | 04:01PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 11-01-2018 04:01 PM Time Taken: 1.00 |
| Development meeting January 2018 Sanjay, Alvis, Sanjeet and Vineet. Approved Design - Add a Total for the column "Total Value", Received, "Balance".
- Move "Credit and Layby" sales down. Group box label outstanding balance summary
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| 26 Jul 2018 | 08:33AM Comment 7 by Alvis (Link Technologies) Case 7938 removed from project 999 |
| 30 Aug 2018 | 09:56AM Comment 8 by Alvis (Link Technologies) Case 7938 added to project 09.5 |
| 30 Aug 2018 | 11:33AM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-08-2018 11:33 AM Time Taken: 2.00 |
| Development work for this case has been completed. The change will be available in version: 9.5 beta 3 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Add a Total for the column "Total Value", Received, "Balance".
- Move "Credit and Layby" sales down. Group box label outstanding balance summary
2. The issue was caused by: - N/A
3. Next Step - UAT
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| 10 Sep 2018 | 08:14AM Comment 10 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 10-09-2018 08:14 AM Time Taken: 1.00 |
| System test completed. proceed with UAT. |
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| 19 Sep 2018 | 08:44AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 20-09-2018 12:00 AM Time Taken: 1.00 |
| Hi Sanjay QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | 1 | A total field should be added for "Total Value", "Received" and "Balance" | Pass | 2 | Verify the summary section is labeled as 'Outstanding Balance Summary". | Pass | 3 | Process a credit sale of $10.90 with 0 payment. Credit Sale balance should be $10.90 | Pass | 4 | Process a lay by for $60.00 with $6.00 deposit. Lay by balance should be $54.00
| Pass
| 5 | Process a payment of $50.00. Advance payment on the report should be $50.00 | Pass | | 6 | Total balance should be $14.90 (10.90+54-50)
| Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 10.0. BETA 3
- Setup: Demo
- Server : 10.0.0.10
- Database: LINKSOFT-DEMO-10-RASHNA
Steps to reproduce failed scenarios: N/A Documentation: Updated documentation under POS - Reports -View Customer History Next Step: Case assigned to Sanjay for closure Thanks
Rashna
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| 19 Sep 2018 | 04:28PM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 19-09-2018 04:28 PM |
| Thanks Rashna |
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| 09 Oct 2019 | 08:14AM 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 |