Company: Link Technologies
Case No: L12557. Project: 13.20: LinkSOFT version 13.20
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 03 Sep 2021 07:34AM
Priority: Medium
Product: Point of Sale
Group: Enhancement
Time Taken: 7.25 (Weight: 7.25)
Version: 13.20.1215
Assigned To: Development
Circulation: Development, Sanjay, Vineet
Resolve By: Monday, 28 February 2022 11:59 PM [962 days since logged date]
Status: Closed
Subject: Add Access Level Control for CustomerRequest.RequestType Dropdown List
Section A - Describe what the request/issue is about 
(Any change to the original design or requirements, that are not clearly specified, will need to be handled through change management and may incur additional costs.)

Point of Sales>>Customer Request

For the List of Requests that Customers can make from the Customer Portal, Customers have advised that the Apply for Customer Account Option should only be available for New Customers Not Existing Customers.

Existing customers already have a Primary User

NEW CUSTOMER - Users registered on the portal who do not have a "PRIMARY USER' assigned to the customer profile

As a workaround, we have set the display order for the dropdown list and set marked Apply for Customer Account as deleted. This still appeared in the dropdown list.

So we had to remove the template for the POS Customer Request Application Form and rename the "Apply for Customer Account" dropdown as do not use.

Section C - Provide a Test plan - List out at least two scenarios that will be used to verify

  1. Log in to the Customer Portal with an existing customer account. Create a New Customer Request from Point of Sales>>Customer Request. The Apply for New for Customer Account Option should not appear for this customer
  2. Sign Up for a new account and log in to the Customer Portal. Create a customer request. The only option that should be available should be "Apply for the New Customer Account"
Audit Notes:Edited by sanjay on 08/12/21 14:56. Edited by sanjay on 08/12/21 14:54. Edited by sanjay on 23/11/21 08:53. Edited by sanjay on 23/11/21 08:51. Edited by sanjay on 16/11/21 14:18. Edited by sanjay on 16/11/21 14:17. Edited by sanjay on 06/09/21 09:24. 
06 Sep 202109:27AM Comment 1 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 07-09-2021 09:24 AM Time Taken: 1.00
Discussion with Vineet:
  1. When a user does not have a "Primary User" allocated to the customer profile, we treat this as a NEW CUSTOMER
  2. New customers will have access to "Apply for Customer Account" only. All other options cannot be used as they depend on the customer having a "primary user"

Effort: 4 hrs

16 Nov 202110:07AM Comment 2 by Vineet (Link Business Solutions) This comment has been removed
16 Nov 202102:11PM Comment 3 by Sanjay (Link Technologies) This comment has been removed
16 Nov 202102:17PM Comment 4 by Sanjay (Link Technologies) Case L12557 added to project 13.30
16 Nov 202102:18PM Comment 5 by Sanjay (Link Technologies) ETC was changed from 04/09/2021 to 30/11/2021
23 Nov 202108:51AM Comment 6 by Sanjay (Link Technologies) Case L12557 added to project 13.20
23 Nov 202108:51AM Comment 7 by Sanjay (Link Technologies) ETC was changed from 30/11/2021 to 28/02/2022
23 Nov 202108:53AM Comment 8 by Sanjay (Link Technologies) ETC was changed from 28/02/2022 to 28/02/2022
25 Nov 202105:39PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-11-2021 04:15 PM Time Taken: 4.00
PART A - Development work for this case has been completed.

1. The change will be available in version:13.20.1125

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

  1. Added  a new procedure to populate the lookup
  2. When the logged-in user is allocated to a customer account as a "Primary User", we remove the "Apply for Customer Account" from the DropDown

3. Affected Areas:

  1. Customer Request

4. The issue was caused by:

  1. Change Request

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT

15 Dec 202101:22PM Comment 10 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 16-12-2021 01:18 PM Time Taken: 2.00
The following tests were performed:

Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Ensure username ADMIN is not a primary user on any customer account
New request should have the option to "Apply for Customer"

2Add username "admin" to customer account
New Request form should NOT have option to apply for a "new customer account"




If you have any queries regarding this support incident, please email and include the Case No: L12557 in the subject line of all emails regarding this issue.

Document size: 11.2 KB
For call complaints, please contact the Managing Director of the company using this form