Company: Link Technologies
Case No: L11651. Project: 11.40: LinkSOFT Version 11.4
Logged By: Alvis (Link Technologies) on 09 Aug 2019 03:09PM
Priority: Medium
Product: Point of Sale
Group: Enhancement
Time Taken: 15.00 (Weight: 15.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Aarti Pooja Gayaneshwar, Alvis, Development, Rashna, Sanjay
Resolve By: Friday, 09 August 2019 12:00 AM [1713 days since logged date]
Status: Closed
Subject: Customer Balance Listing to show sub total by customer type
Summary:    

Bula Vinaka Team,

JRWhite has requested to have a subtotal shown by customer type on the Customer Balance Listing report.

They have advised that in their setup, customer type is set up by category and having a subtotal by customer type will enable them to determine which category of customer owe the biggest amount of money and so forth.

Please review and advise.

Regards
Aarti 

Audit Notes:
09 Aug 201903:39PM Comment 1 by Alvis (Link Technologies) Case 11651 added to project 11.0
12 Aug 201910:52AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 12-08-2019 10:52 AM Time Taken: 3.50

Development work for this case has been completed.

The change will be available in version: 11.0.0812

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

  1. Added a filter to allow grouping by "Customer Type"
  2. Merged "Customer Balance - Age" and "Customer Balance Listing" reports
  3. Removed "Customer Balance - Age" report
  4. Refactored report to use the version 11 framework

2. The issue was caused by:

  1. Improvement

3. Next Step:

  1. UAT

4. Notes:


16 Aug 201903:17PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-08-2019 03:17 PM Time Taken: 1.50
For UAT 

19 Aug 201901:22PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-08-2019 01:22 PM Time Taken: 2.50
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
1Verify that the report name "Customer Balance Listing" is consistent Pass
2Validate that the report labels are consistent with the report filtersPass
3Validate that the "Customer Type" filter has been addedPass
4Set the customer type for customer  "Haisal" as "Staff".  Generate the report with "Customer Type" as "Staff". This should print details of customer "Haisal"Pass
5Generate the report which "Customer Type" as blank and "Group By Customer Type" as "Yes". This should show customer details by customer type.Pass
6

Process a credit sale for customer 0002 as below


  1. $135 worth of Credit Sale in August
  2. $105 worth Credit Sale in July

Percentage total for August should be 56.25% (135/240)  and 43.75% (105/240) for July.

Pass
7

Process a payment of $15.00 for the customer.

Payment section should be updated with date 19/08/2019 and amount $15.00

Process second payment of $25.00 for the customer. 

Payment section should be updated with date 19/08/2019 and amount $25.00

Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11.0.0816
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-11-RASHNA

Next Step

  • Closure

    19 Aug 201903:16PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 19-08-2019 03:16 PM Time Taken: 2.50 Notes: Created from the WEB url sent to: rashna@linktechnologies.com.au

    Hi Alvis, 

    Please Add a blank selection for the "Customer Type" dropdown in the "Customer Balance Listing" report.

    Thanks


    20 Aug 201904:10PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 20-08-2019 04:10 PM Time Taken: 2.50
    A blank option has been included in the customer type lookup.

    21 Aug 201910:18AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 21-08-2019 10:18 AM Time Taken: 2.50
    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 "Blank" selection has been added to the listPass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 11.0.821
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-11-RASHNA

    Next Step

    1. Closure

      09 Oct 201908:17AM Comment 8 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - Cleared queue due to large number of calls
      If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L11651 in the subject line of all emails regarding this issue.

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