Company: Link Technologies
Case No: L10195. Project: 11.40: LinkSOFT Version 11.4
Logged By: Rashna (Edge Business Solutions) on 22 Feb 2019 10:33AM
Priority: High
Product: Point of Sale
Group: Enhancement
Time Taken: 18.00 (Weight: 18.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Monday, 25 February 2019 12:00 AM [1884 days since logged date]
Status: Closed
Subject: "Inventory Movement Sales Summary" is a redundant report as all details are part of "Inventory Movement Summary" report.
Summary:    

"Inventory Movement Sales Summary" is redundant for the below reasons

  1. All details are part of "Inventory Movement Summary".
  2. The report filters are the same for both the reports.

Next Step

Sanjay to review and approve case

Audit Notes:Edited by sanjay on 11/09/19 15:13. 
22 Feb 201910:33AM Comment 1 by Rashna (Edge Business Solutions) Case 10195 added to project 11.0
28 Feb 201908:38AM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 28-02-2019 08:38 AM Time Taken: 1.50
Approved for V11

28 Feb 201904:40PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 28-02-2019 04:40 PM Time Taken: 5.50

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. Merged the following reports into "Inventory Movement Report"
    1. Inventory Movement Detail
    2. Inventory Movement Summary
    3. Inventory Movement Sales Summary
    4. Inventory Movement Summary & Valuation
  2. Refactored report to use the standard framework

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


07 Mar 201902:50PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 07-03-2019 02:50 PM Time Taken: 4.50 Notes: Edited by rashna on 07/03/19 14:51. 
Hi Alvis,

The report filters and labels do not reconcile. Please apply the standard framework with the tags to the report
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
  1. Process a sale of the item with quantity 6
  2. Generate the "Inventory Movement" report. The "Sale" quantity should be 6 and cost -$16.50
  3. Movement Cost should be 60 and Sales Cost should be -$18.50
  4. Movement Quantity should be 22.5 and Sales Quantity should be 8.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.
NoTest DescriptionPass/Fail
1

Create an item with status as Purchase.

  1. Do an "Adjustment In" with "Quantity" as 10 and "Cost" as 2 for location "Retail"
  2. Generate the "Inventory Movement" report. The "Adjust In" quantity should be 10 and cost $20.
  3. Movement  Cost should be $20 
  4. Movement Quantity should be 10.
  5. Set "Show Details" to "Yes" and the report should generate the adjustment number.
Pass
2
  1. Do an "Adjustment In" with "Quantity" as 2 and "Cost" as $2.
  2. Generate the "Inventory Movement" report. The "Adjust Out" quantity should be 2 and cost -$4
  3. Movement Cost should be 16.
  4. Movement Quantity should be 8.
  5. Set "Show Details" to "Yes" and the report should generate the adjustment number.
Pass
3
  1. Do a "Transfer Out" to location "Main" with "Quantity" as 3 and "Cost" as $2.
  2. Generate the "Inventory Movement" report. The "Adjust Out" quantity should be 2 and cost -$6
  3. Movement Cost should be 10.
  4. Movement Quantity should be 5.
  5. Set "Show Details" to "Yes" and the report should generate the transfer number.

Pass
4
  1. Process a sale of the item with quantity 1.
  2. Generate the "Inventory Movement" report. The "Sale" quantity should be 1 and cost -$2
  3. Movement Cost should be 10 and Sales Cost should be -$2.00
  4. Movement Quantity should be 4 and Sales Quantity should be 1.
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.

Pass
5
  1. Setup a kit item with the "Purchase" item as a parent and a conversion factor of 1.5
  2. Process a sale of the kit item with quantity 1.
  3. Generate the "Inventory Movement" report. The "Sale" quantity should be 1.5 and cost 0
  4. Movement Cost should be 10 and Sales Cost should be -$2.00
  5. Movement Quantity should be 2.5 and Sales Quantity should be 2.5.
  6. Set "Show Details" to "Yes" and the report should generate the receipt number.
Pass
6
  1. Do a "Stock Take" at "Retail"  "Quantity" as 12.5 and "Cost" as $2.
  2. Generate the "Inventory Movement" report. The "Adjustment In " quantity should be12.5 and cost $25
  3. Movement Cost should be 35 and Sales Cost should be -$2.00
  4. Movement Quantity should be 15 and Sales Quantity should be 2.5.
  5. Set "Show Details" to "Yes" and the report should generate the stock take number.
Pass
7
  1. Create a PO for location "Retail" with "Quantity" as 5 and "Cost" as $5.
  2. Do a partial receiving with quantity 2.
  3. Generate the "Inventory Movement" report. The "Purchase In" quantity should be 2 and cost $10
  4. Movement Cost should be 45 and Sales Cost should be -$2.00
  5. Movement Quantity should be 17 and Sales Quantity should be 2.5.
  6. Set "Show Details" to "Yes" and the report should generate the PO number.
Pass
8
  1. Receive the full PO in 7 above
  2. Generate the "Inventory Movement" report. The "Purchase" quantity should be 3 and cost $15
  3. Movement Cost should be 60 and Sales Cost should be -$2.00
  4. Movement Quantity should be 20 and Sales Quantity should be 2.5.
  5. Set "Show Details" to "Yes" and the report should generate the PO number.
Pass
9
  1. Process a sale of the item with quantity 6
  2. Generate the "Inventory Movement" report. The "Sale" quantity should be 6 and cost -$16.50
  3. Movement Cost should be 60 and Sales Cost should be -$18.50
  4. Movement Quantity should be 14 and Sales Quantity should be 8.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.
Pass
10
  1. Process return with "Return to Stock" with a quantity as 3
  2. Generate the "Inventory Movement" report. The "Sale" quantity should be 6 and cost $8.25
  3. Movement Cost should be 60 and Sales Cost should be -$10.25
  4. Movement Quantity should be 17 and Sales Quantity should be 8.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.
Pass
11
  1. Process a transfer IN from "Main" to "Retail" for the item
  2. Generate the "Inventory Movement" report. The "Transfer " quantity should be 1.5 and cost $3.00
  3. Movement Cost should be 63 and Sales Cost should be -$10.25
  4. Movement Quantity should be 18.5 and Sales Quantity should be 8.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.
Pass
12
  1. Process a Credit Sale for the item with quantity 1
  2. Generate the "Inventory Movement" report. The "sale" quantity should be 1 and cost $2.69
  3. Movement Cost should be 63 and Sales Cost should be -$12.94
  4. Movement Quantity should be 17.5  and Sales Quantity should be 9.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.
Pass
13
  1. Process a Layby  for the item with quantity 1
  2. Generate the "Inventory Movement" report. The "sale" quantity should be 1 and cost $2.69
  3. Movement Cost should be 63 and Sales Cost should be -$15.63
  4. Movement Quantity should be 16.5  and Sales Quantity should be 10.5
  5. Set "Show Details" to "Yes" and the report should generate the receipt number.

Pass

Figure 1: Inventory Movement Report

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 correction


    08 Mar 201911:18AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 08-03-2019 11:18 AM Time Taken: 2.50

    Development work for this case has been completed.

    The change will be available in version: 11.0.0308

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

    1. Changed report to use report filter tags.

    2. The issue was caused by:

    1. Improvement

    3. Next Step:

    1. UAT

    4. Notes:


    11 Mar 201911:01AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 12-03-2019 12:00 AM Time Taken: 2.50
    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
    1Validate that report filters are consistent with report labelsPass

    Notes

    1. The report has been tested as per comment 4.
    2. Removed below reports from the documentation.
      1. Inventory Movement Summary
      2. Inventory Movement Sales Summary
      3. Inventory Movement Summary & Valuation
    3. Updated documentation for "Inventory Movement Report"


    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.0.308
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT_REPORTNOTES

    Steps to reproduce failed scenarios: N/A

    Next Step: for closure


      11 Mar 201901:34PM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-03-2019 01:34 PM Time Taken: 1.50
      Thanks Rashna 

      09 Oct 201908:14AM Comment 8 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: L10195 in the subject line of all emails regarding this issue.

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