Company: Link Technologies
Case No: L11707. Project: 10.10: LinkSOFT Version 10.1
Logged By: Alvis (Link Technologies) on 10 Sep 2019 08:43AM
Priority: Low
Product: Point of Sale
Group: Change Request
Time Taken: 8.50 (Weight: 8.50)
Version: 10.155.0117
Assigned To: Development
Circulation: Aarti Pooja Gayaneshwar, Alvis, Development, Rashna, Ravneet Kumar, Sanjay, Sanjeet, Sitla Sharma, Vineet
Resolve By: Saturday, 10 August 2019 11:59 PM [1681 days since logged date]
Status: Closed
Subject: Report Change Request - Implement a new report for a customer - Sales by Salesperson
Summary:    

Bula Sanjay,

One of our client (Singh Supermarket) is requesting if a new customer report can be made with the following columns:

  1. Customer Name
  2. Invoice Number
  3. Date of purchase
  4. Sales Amount
  5. VAT
  6. Current Balance
  7. Status
  8. Due Date

They were using this report for this reconciling purposes in this old system and are requested if the same can be implemented in our system.

Below is a snap of how they prefer the report to be:


Please review and advise.

Regards,
Aarti

 
Audit Notes:Edited by alvis on 08/12/20 09:37. Edited by alvis on 07/10/19 17:19. Edited by alvis on 07/10/19 17:16. Edited by alvis on 07/10/19 17:09. Edited by alvis on 10/09/19 08:43. Edited by alvis on 10/09/19 08:33. 
20 Aug 201909:11AM Comment 5 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-08-2019 12:00 AM Time Taken: 0.50

Bula Vinaka Sanjay, 

The client has changed its column details. Please find new requirement below:

New Requirement:

Customer NameInvoice NumberInvoice DateInvoice AmountInvoice Amount PaidInvoice Payment DateInvoice balanceSales Person name

Requesting if you can review this and advise on the hours required to develop this report.

Is there any question you have for me to verify with the client?

Regards
Aarti



03 Sep 201908:40AM Comment 12 by Alvis (Link Technologies) Case 11707 added to project 10.150
03 Sep 201909:51AM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-09-2019 09:51 AM Time Taken: 8.00 Notes: Edited by alvis on 08/10/19 16:22. Edited by alvis on 07/10/19 17:10. 

Development work for this case has been completed.

The change will be available in version: 10.150 & 11.003

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

  1. Renamed "Sales by Customer" report to "Sales Analysis by Customer"
  2. Created new report name "Sales by Customer" as per the requested format for version 10.150 and version 11

2. Affected Areas:

  1. "Sales by Customer" report

3. The issue was caused by:

4. Notes: Refer to customer case. Agreed 4 hours for v10 and 4 hours for v11
5. Next Step
: UAT


03 Sep 201910:50AM Comment 14 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 03-09-2019 10:50 AM
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
1Create a customer as "Freddy Fisherman - Grace Road Companies Fiji ". Customer name should be fully printed in the report.
Pass
2Process a credit sale of the customer with amount as 120 with admin account. This should update the invoice number, date, amount = 120 , balance= 120 and sales person = "admin".
Pass
3Login as admin and process second credit sale with amount 82.74. Change sales person to "Janet" in the POS Grid. This should update the invoice number, date, amount = 82.74, balance = 202.74 and sales person = "Janet".
Pass
4Process a payment of 50 from "Payment for Credit Sale" and allocate it to invoice in 1 above. This should update the invoice number, date, amount = 120, balance = 70, payment = 50 and sales person = "admin".
Pass
5Process a payment of 25 from "On Account Payment" - This should not make changes to the report.
Pass
6Allocate the payment in 5 above to the invoice created in 3. This should update the invoice number, date, amount = 82.74 , balance = 57.74, payment = 25 and sales person = "Janet".
Pass
7Process a credit sale of 165.68 with a payment of 60.This should update the invoice number, date, amount = 165.67, balance = 105.67, payment = 60 and sales person = "admin". Pass
8Process a credit sale worth 200, payment = 0. Return this sale. This should update the invoice number, date, amount = 200, balance = 0, payment = 0, returned = 200 and sales person = "admin". Pass
9Process a credit sale worth 200, payment = 50. Return this sale. This should update the invoice number, date, amount = 200, balance = 0, payment = 0, returned = 200 and sales person = "admin". 
Pass
10Validate that the report totals are correctPass
11Test the report filters
Pass - Issue with location filter resolved by Alvis

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 10.1.150
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-10-RASHNA

Next Step



    10 Sep 201908:31AM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 10-09-2019 08:31 AM
    Thanks Rashna

    10 Sep 201908:33AM Comment 16 by Alvis (Link Technologies) Case 11707 removed from project 10.150
    10 Sep 201908:33AM Comment 17 by Sanjay (Link Technologies) Case 11707 added to project 10.150
    10 Sep 201908:43AM Comment 18 by Alvis (Link Technologies) Case 11707 removed from project 10.150
    10 Sep 201908:43AM Comment 19 by Sanjay (Link Technologies) Case 11707 added to project 10.150
    01 Oct 201903:57PM Comment 20 by Alvis (Link Technologies) Assigned To: Development Followup Date: 01-10-2019 03:57 PM

    Bula Vinaka Alvis,

    We have reviewed this new report with the customer and they are requesting an additional column (Invoice Due Date) to be added to the report. They have also requested is this new column can be added after the Invoice Balance.

    Current LayOut:

    Customer Name

    Invoice Number

    Invoice Date

    Invoice Amount

    Invoice Return Amount

    Invoice Amount Paid

    Invoice Payment Date

    Invoice balance

    Sales Person name

     

    Requested Layout:

    Customer Name

    Invoice Number

    Invoice Date

    Invoice Amount

    Invoice Return Amount

    Invoice Amount Paid

    Invoice Payment Date

    Invoice balance

    Invoice Due Date

    Sales Person name

     

    Please review and advise.


    Regards
    Aarti Gayaneshwar


    01 Oct 201903:57PM Comment 21 by Alvis (Link Technologies) Created new case 11770
    08 Dec 202009:37AM Comment 22 by Alvis (Link Technologies) ETC was changed from 10/08/2019 to 10/08/2019
    Attachments:
    General Documents - Case: 11707:SS - Quote - Q002697.pdf
    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11707 in the subject line of all emails regarding this issue.

    Document size: 192.0 KB
    For call complaints, please contact the Managing Director of the company using this form