Company: Link Technologies
Case No: L12196. Project: 12.30: LinkSOFT Version 12.30
Logged By: Vineet (Link Business Solutions) on 10 Mar 2021 02:09PM
Priority: High
Product: Point of Sale
Group: New Feature
Time Taken: 37.00 (Weight: 37.00)
Version: 12.32
Assigned To: Development
Circulation: Alvis, Development, Rashna, Sanjay, Vineet
Resolve By: Friday, 26 March 2021 11:59 PM [1139 days since logged date]
Status: Closed
Subject: Parent Child Customer relationship and Delivery Docket Plugin
Summary:    

--With reference to case L12183 comment 8 please find the below clear change required

A. Change Required:

  1. Add the ability to Link a customer to the parent customer. This will allow Mobil customers to be grouped under Mobil account.
  2. Sales Delivery docket to be printed and issued based on the Parent Customer name.
  3. When this invoice is sent through the integration, change the customer code to the parent customer code.
  4. Payments made by the parent customer should have the ability to automatically allocate to the child customer.
  5. Based on (2) and (4) above, payments going through the integration will flow into the parent account.

A. Business Scenario

Customer A has been registered with OTG as a Mobil Customer. Customer A buys 40 Litres of Unleaded Fuel from OTG Nabua Outlet. Customer A will be given a delivery docket similar to figure 1.1 below

Figure 1.1 Sales Delivery Docket Customer A

Audit Notes:Edited by sanjay on 24/03/21 11:20. Edited by rashna on 23/03/21 11:51. Edited by sanjay on 19/03/21 11:29. Edited by sanjay on 19/03/21 11:29. Edited by vineet on 16/03/21 17:41. Edited by vineet on 16/03/21 17:41. Edited by vineet on 10/03/21 14:09. Edited by vineet on 10/03/21 14:08. 
10 Mar 202102:08PM Comment 1 by Sanjay (Link Technologies) Case L12196 added to project 12.3
10 Mar 202102:09PM Comment 2 by Vineet (Link Business Solutions) ETC was changed from 11/03/2021 to 11/03/2021
16 Mar 202105:40PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 16-03-2021 09:21 PM Time Taken: 26.00

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

1. The change will be available in version: 12.32.0316

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

  1. Added a "Chid Customers' tab on the customer maintenance form so the user can allocate customers to a "Parent".
    1. Note that due to the volume of customers, the Customer code field is not a Lookup.
  2. Added a new PLUGIN named "POS005".
    1. When enabled, the user can define parameters such as: "Print Receipts", "Print Delivery Docket" and other parameters.
  3. Added a new plugin named "POS003".
    1. When enabled, this plugin will allow transactions to flow into external systems using the Parent Customer code.
    2. This can be used together with Plugin POS004 to minimise transaction volume flowing into external systems
  4. Added a new menu named "Point of sale ~> Payment Allocations".
    1. This menu can be used to create payments at a "Parent Customer Level", then allocate to child customers before posting the payments.
    2. Once payments are posted, they will be created and allocated to the relevant CHILD customers
    3. Changed Receipt printout to show Allocated Payments (80mm and A4)
  5. Changed integrations so that Payments are sent to External Systems based on Plugin POS003

3. Affected Areas:

  1. Integration to external systems - AR Invoices and Receipts

4. The issue was caused by:

  1. Change request

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

  1. Verify that when the Plugin's are disabled, the system behaviour is based on standard functionality, otherwise, the plugin configuration should apply
  2. Test integration to external systems

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

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

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

2. Other relevant notes:


Figure 1 - Child Customers


Figure 2 - Payment Allocations


19 Mar 202111:35AM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 19-03-2021 03:35 PM
For UAT

23 Mar 202111:50AM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 26-03-2021 01:55 PM Time Taken: 3.00 Notes: Edited by rashna on 23/03/21 11:55. 
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 3 customers as below:

  1. Mobil (Mobil)
  2. Mobil Customer 1 (MC1)
  3. Mobil Customer 2 (MC2).
  4. Add MC1 and MC2 as the child customers for Mobil
Pass
2
  1. Enable Plugin POS005.
    1. Configure the contents as per image in case header.
  2. The above should add the additional field for "EnablePOSDocketPluginPOS005" to all customers.
  3. Set the "EnablePOSDocketPluginPOS005" value to "Yes" for MC1 and "No" for MC2.
  4. Process a sale for MC1,  this should print the "Delivery Docket" as in the case header.
  5. Process a sale for MC2,  this should print the "Sales Receipt"
Pass
3
  1. Enable Plugin POS003.
  2. Process a credit sale for MC1 sales amount $23.00
  3. Process a credit sale for MC1 sales amount $17.00
  4. Validate that the sales order is integrated for debtor "Mobil".
Pass
4
  1. Create a payment allocation for customer "Mobil" of $40.00
  2. The payment allocation should have the child invoices in 3 above.
  3. Allocate and post-payment.
  4. Validate that the "AR Receipt" is created for debtor "Mobil".
  5. Add a payment allocation for MC1, this should only list outstanding payments for MC1
Pass
5
  1. Disable both the plugins.
  2. Process a sale for MC1, validate that the sales are integrated for debtor MC1.
  3. Check that the "Sales Receipt" is printed.
  4. Add a payment allocation for customer Mobil, allocate the payment for customer MC1. 
    1. Validate that the "AR Receipt" is created for debtor "MC1".
Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.32.0319BETA
  3. Setup: Demo
  4. Server : 10.0.0.16
  5. Database: LINKSOFT

Next Step

  1. For Documentation

    23 Mar 202111:51AM Comment 6 by Rashna (Edge Business Solutions) ETC was changed from 11/03/2021 to 26/03/2021
    26 Mar 202102:11PM Comment 7 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 26-03-2021 06:11 PM Time Taken: 0.50
    Documentation completed

    29 Mar 202110:20AM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 29-03-2021 02:18 PM Time Taken: 0.50

    Hi Sanjay,

    Case assigned for closure as per comments 5 and 7.

    Thanks
    Rashna


    06 Apr 202101:13PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 06-04-2021 05:12 PM
    Thanks Rashna

    17 Jan 202205:49PM Comment 10 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 17-01-2022 08:11 PM Time Taken: 7.00
    PART A - Development work for this case has been completed.

    1. The change will be available in version:13.30

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

    1. Added option to "Print Bulk Slip" on Menu: Customer Profile ~> Invoices
    2. Added option to "Print Bulk Slip" on Menu: Invoices  

    3. Affected Areas:

    1. Menu: "Point of sale ~> Customer Profile ~> Invoices" - Submit and Print
    2. Menu: "Invoices" - Submit and Print

    4. The issue was caused by:

    1. Improvement

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


    18 Feb 202211:35AM Comment 11 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-02-2022 03:34 PM

    We are closing this case as we believe it is either resolved or is no longer an issue. Please respond within 3 days if you have any concerns or wish to pursue this case further.

    Thank you.


    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12196 in the subject line of all emails regarding this issue.

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