Company: Link Technologies
Case No: L12144. Project: 12.30: LinkSOFT Version 12.30
Logged By: Rashna (Edge Business Solutions) on 19 Jan 2021 11:43AM
Priority: Medium
Product: Point of Sale
Group: Software Defect
Time Taken: 17.50 (Weight: 17.50)
Version: 12.31
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay, Vineshwar Prasad, Yash Patel
Resolve By: Friday, 19 March 2021 11:59 PM [1189 days since logged date]
Status: Closed
Subject: Customer selection list should be not be prompted for processed "Layby"
Summary:    

1. Problem

  1. Layby Transactions allows the customer to be changed after partial processing
  2. When customer selection for CREDIT is changed, the system continues to complete the sale instead of stopping the sale.
  3. When transaction "Credit" or "Layby" is selected, the order in which the customer list prompts confuses the cashier.

2. Current Behaviour

  1. Choose transaction "Credit"
  2. Scan items
  3. Click Save
  4. The customer selection list is prompted. The prompt does not clearly ask the cashier to choose a credit customer.
    1. If the user cancels or closes the "customer select form", the system proceeds to "payment entry". Payment completion is not allowed as the system does not allow credit sale to "POSCASH"
    2. If the user chooses a customer, the system proceeds to payment entry and the transaction is completed.
  5. If the transaction Type is LAYBY - the system allows the user to change the customer code

3. Proposed Solution - Credit Sale

  1. Choose transaction "Credit". The user should be trained to choose a customer.
  2. Scan items
  3. Click Save. The system is configured to prompt the customer selection screen if the customer code starts with "POSCASH".Clearly indicate to the cashier that a customer is required for a credit sale.
    1. If the user cancels or the customer remains POSCASH, return to the main screen and give a message "credit sale requires a customer to be selected"
  4. When transaction "Credit' is selected, force the user to choose a customer where the customer type allows credit sale.

4. Proposed Solution - Layby Sale

  1. Choose transaction "Layby". The user should be trained to choose a customer.
  2. If the customer is "POSCASH" we should prompt the user to select a customer when the layby is initially created. Consecutive layby payments should not allow customer selection.
  3. We allow layby to "POSCASH" as it is possible to track layby transactions by receipt no.


----ORIGINAL CASE BELOW THIS LINE -----

Issue:

  1. Many times user selects the "Credit Tab" but does not select the "Customer". 
  2. Once they have loaded the item and proceed to press Save, the customer list appears.
    1. The cashiers get confused and "Close" the "Customer Form". This opens the payment method and when they click on "Complete",  it is not allowed as the customer is still " POS Cash".
    2. If the cashiers try to delete the item from the grid
      1. Select Item
      2. Hit Delete
      3. Save - This is not allowed, the customer search form is loaded. Users need to change to "Cash" to delete.
  3. For the above reasons, the cashiers get confused and redo the overall process which is a loss of time. 

Audit Notes:Edited by sanjay on 26/02/21 16:42. Edited by sanjay on 26/02/21 16:39. Edited by sanjay on 26/02/21 16:36. Edited by alvis on 26/02/21 11:22. Edited by alvis on 26/02/21 11:22. Edited by alvis on 26/02/21 10:45. Edited by rashna on 26/02/21 10:33. Edited by alvis on 26/02/21 10:32. Edited by rashna on 26/02/21 10:20. Edited by rashna on 25/02/21 17:03. Edited by alvis on 25/02/21 10:50. Edited by rashna on 25/02/21 10:24. Edited by alvis on 19/01/21 11:43. Edited by rashna on 19/01/21 08:27. 
19 Jan 202108:15AM Comment 1 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 31-01-2021 05:00 PM Time Taken: 0.50 Notes: ETC extended from: 08/01/2021 to 31/01/2021

Hi Team, 

The proposed solution is to enforce customer selection as soon as the "Credit" Transaction type is selected. This has been added to version 12.30.

This has been discussed with the customer and they have agreed that this will solve their issue

Thanks
LinkSOFT Technical Team


19 Jan 202108:27AM Comment 2 by Rashna (Edge Business Solutions) Case L12144 added to project 12.3
19 Jan 202111:43AM Comment 3 by Alvis (Link Technologies) Case L12144 added to project 12.4
25 Feb 202110:24AM Comment 4 by Rashna (Edge Business Solutions) ETC was changed from 31/01/2021 to 19/03/2021
25 Feb 202105:03PM Comment 5 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 26-02-2021 04:58 PM Time Taken: 1.00
Instructions:
1. Update the case header and ensure the Priority, Category, Group, Weight, and other details are correct
2. Update the case header with a clear and concise description of the problem
3. Update the case Subject to clearly describe the issue
4. If there is a significant change to the effort, assign the case to Sanjay for approval.

PART A - Issue Analysis

1. The following changes will be required:
a. POS Processing screen - When "credit sale" is clicked, pop up the customer search lookup.

2. Affected Areas:
a. POS Processing - Credit Sale

3. The issue was caused by: change request

Is there a significant change in the effort to complete this case: no
Next Step: (proceed with development or approval required) 

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

PART B - Development Reference:

1. Other areas in the system that could have a similar issue (and provide next steps):
a. Do we do the same for layby as well?

2. Notes:


26 Feb 202109:36AM Comment 6 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-03-2021 09:34 AM

The issue reported in this case is poorly written and difficult to understand

We have analysed the issue and rewritten the case header



26 Feb 202110:34AM Comment 7 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-03-2021 10:32 AM
next step: analysis

26 Feb 202101:29PM Comment 8 by Sanjay (Link Technologies) Case L12144 removed from project 12.4
26 Feb 202101:30PM Comment 9 by Sanjay (Link Technologies) Case L12144 added to project 12.3
26 Feb 202104:42PM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-03-2021 06:39 PM Time Taken: 16.00
PART A - Development Completed Instructions:
Before Development is started, ensure the following is ready:
1. The case has a clear definition of the issue or change required
2. A test plan is in place
3. Change has been approved by Sanjay

Note:
a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
b. UAT is performed using the installation provided

PART B - Development work for this case has been completed.

1. The change will be available in version:12.31.0226

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

  1. Prevent customer change on Layby Transactions when the transaction has partial payments
  2. Do not load the Payment Entry screen for CREDIT sales if a customer is not selected

3. Affected Areas:

  1. POS CREDIT Sales
  2. POS LayBY Sales

4. The issue was caused by:

  1. Software defect - Customer selection programming issue

5. Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): SYSTEM and UAT completed - Urgent Release prepared. No documentation required

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

PART C - Development Reference (Place descriptor for objects changed):

1. Changes implemented was according to the approved design (Y/N):

2. Other relevant notes:


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12144 in the subject line of all emails regarding this issue.

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