Company: Link Technologies
Case No: L11989. Project: 12.10: LinkSOFT version 12.1
Logged By: Rashna (Edge Business Solutions) on 09 Jun 2020 02:52PM
Priority: Medium
Product: Point of Sale
Group: Change Request
Time Taken: 2.00 (Weight: 2.00)
Version: 12.10.1020
Assigned To: Rashna (Edge Business Solutions)
Circulation: Ajesh, Alvis, Rashna, Sanjay, Vineshwar Prasad
Resolve By: Tuesday, 30 June 2020 12:00 AM [1408 days since logged date]
Status: Closed
Subject: Quotation converted into Cash/Credit Sales to generate an Invoice number using the 'Next Receipt Number for POS' Sequence
Summary:    Bula Team,

We have received the below request from Vans Electrical Works as an Improvement.

Feature: Quotation converted into Cash/Credit Sales to generate an Invoice number using the 'Next Receipt Number for POS' Sequence

Issue Identified
  1. A quotation is created and Saved with number QU0005 in POS
  2. The quotation number QU0005 is loaded and processed as a Credit Sales
  3. The Credit Sales invoice number is QU0005
  4. Issue;
    • This is confusing for the internal staff as quotation number and Invoice are same
    • This is confusing for the customers as quotation number and Invoice are same
    • This breaks the Sales Invoice number sequence internally
    • This breaks the Sales Invoice number sequence logged with FRCS VMS
    • Auditor/Accountant has raised concerns for number QU0005 being duplicated and used for quotation and Invoice also
Requested Solution

When the quotation is converted and processed as a Cash/Credit Sales, the system should follow the 'Next Receipt Number for POS' Sequence

Regards
Vineshwar Prasad

Audit Notes:Edited by sanjay on 08/12/20 09:08. Edited by alvis on 12/06/20 08:34. Edited by alvis on 12/06/20 08:32. Edited by rashna on 09/06/20 14:52. 
09 Jun 202002:52PM Comment 1 by Rashna (Edge Business Solutions) Case L11989 added to project 12.0
12 Jun 202008:34AM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-06-2020 10:32 AM Time Taken: 1.00

Development work for this case has been completed.

The change will be available in version:12.0.0612

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

  1. When a quotation is converted to a sale, changed the system to generate a new receipt number. The quote number is placed on the "Document No" field in POS order table.

2. Affected Areas:

  1. Convert Quotation to Cash, Credit or Layby.

3. The issue was caused by:

  1. Improvement

4. Notes
5. Next Step
: UAT

----------------------

Development Reference

  1. POS Order Insert

17 Jun 202009:04AM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 18-06-2020 10:48 AM Time Taken: 1.00
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

Create a quotation for item K039 and K032.

Print the quote - Quote No = QU0001.

Pass
2Create a transaction using the quote above, the receipt should print a sales receipt number Pass
3

Create a second quotation for item K039 and K032.

Print the quote - Quote No = QU0002


Pass
4Validate that for the sale in 2 above, the quote number has been updated the document no.Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.0.616
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-12-RASHNA

Next Step

  1. Closure

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11989 in the subject line of all emails regarding this issue.

    Document size: 7.6 KB
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