Company: Link Technologies
Case No: L12203. Project: 12.30: LinkSOFT Version 12.30
Logged By: Sanjay (Link Technologies) on 23 Mar 2021 02:26PM
Priority: High
Product: Framework
Group: New Feature
Time Taken: 15.00 (Weight: 15.00)
Version: 12.32
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Friday, 26 March 2021 12:00 AM [1126 days since logged date]
Status: Closed
Subject: Integration "AR Transaction" records imported from external systems should be editable if the status is "Failed"
Summary:    

Integration "AR Transaction" records imported from external systems should be editable if the status is "Failed"

When integration transactions are brought into LinkSOFT, they are changed to status "Closed", however in some cases, such as TIMS integration, the transactions go through TIMS.

When these transactions fail, it is too cumbersome for users to delete and reimport. To resolve this, we can do the following:

  1. Add security access to ADD/EDIT/DELETE imported transactions
  2. Allow users to maintain thee transactions in LinkSOFT
  3. Allow users to submit transactions that have been edited.
Audit Notes:Edited by sanjay on 24/03/21 11:21. 
23 Mar 202102:28PM Comment 1 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 23-03-2021 06:26 PM Time Taken: 12.00
PART A - Development work for this case has been completed.

1. The change will be available in version:12.32.0323

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

  1. Add security access to ADD/EDIT/DELETE imported transactions (INTEGRATION ~> AR Transactions)
  2. Allow users to maintain thee transactions in LinkSOFT
  3. Allow users to submit transactions that have been edited.
  4. Added validation to verify the Tax Amounts add up to the detail line, and the detail line adds up to the Header line

3. Affected Areas:

  1. Integration AR Transactions

4. The issue was caused by:

  1. Improvement

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

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

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

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

2. Other relevant notes:

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

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

24 Mar 202111:16AM Comment 2 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 25-03-2021 02:53 PM Time Taken: 2.00
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

Add security access to ADD/EDIT/DELETE imported transactions (INTEGRATION ~> AR Transactions). Test access for FR033

Pass
2
Allow users to maintain thee transactions in LinkSOFT
  1. Edit the Tax Amount in the header and detail line.
  2. Delete line items
  3. Add missing tax codes
Pass
3
  1. Allow users to submit transactions that have been edited.


4

Make changes for the following changes for transactions.

  1. 8171021166 - Delete the tax line detail line for record 1. The integration should fail for this 
  2. 8171021168 - The detail tax is 3.21. Change the header tax to 5.50. The integration should fail for this
  3. 8171011726 - Change the detail tax rate to 9%. We do not check the rate.
The difference in tax amount is not validated.
5

Update 

  1. 8171021166 - Add the tax line and resubmit
  2. 8171021168 - Correct the tax lines.
  3. Resubmit. This should assign the invoice
  4. Resubmit Closed Record- This should do a reprint.
Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.32.0323BETA
  3. Setup: Demo
  4. Server : 10.0.0.16
  5. Database: LINKSOFT

Next Step

  1. For Review 

    24 Mar 202102:22PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 24-03-2021 06:20 PM Time Taken: 0.50
    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
    1

    Make changes for the following changes for transactions.

    1. 8171021166 - Delete the tax line detail line for record 1. The integration should fail for this 
    2. 8171021168 - The detail tax is 3.21. Change the header tax to 5.50. The integration should fail for this
    3. 8171011726 - Change the detail tax rate to 9%. We do not check the rate.
    Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 12.32.0324BETA
    3. Setup: Demo
    4. Server : 10.0.0.16
    5. Database: LINKSOFT

    Next Step

    1. For Review

      29 Mar 202110:18AM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 29-03-2021 02:13 PM Time Taken: 0.50
      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 UAT results Pass

      Environment Details

      1. OS version: Windows Server 2012
      2. Application version: 12.32.0325BETA
      3. Setup: DemoServer : 10.0.0.16
      4. Database: LINKSOFT

      Next Step

      1. For Closure

        06 Apr 202101:15PM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 06-04-2021 05:12 PM
        Thanks Rashna

        If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12203 in the subject line of all emails regarding this issue.

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