Subject: | General improvements to replication |
Summary: | Improvements to replication management. Definitions: - Configured Locations on head office define, which branches head office needs to send data to.
- GREEN - Development completed or existing functionality
1. Objectives: - Reduce the number of rules and simplify data transfer logic. (Current processes is very complex and not financially sustainable)
- Shift is created for a user/location combination. (Required so that a user can move between locations and create a new shift for reconciliation purposes)
- All account customer sales is sent to all branch (We expect credit sales volume to be minimum and this allows receipts at any location). 13/09/2017 Agreed to leave this as it is, since it is managed via configured locations.
- Branch will send all transactions to head office only.
2. Replication Notes: - POSCASH is an issue because of the high volume sales.
- POSCASH sales only flows from BRANCH to HQ
- Sales done on location A on behalf of Location B will flow from Location A to HQ then from HQ to Location B
- Inventory Management
- Item properties flows to all configured locations
- Transfer, adjustments, stocktake, purchase order flow to configured locations
- Credit sale flow from head office to all branches. "Configured locations" are not used for this scenario.13/09/2017 Agreed to leave this as it is, since it is managed via configured locations.
- On POS server configuration, we define which locations are available in each branch. This information is sent from HQ to BRANCH and is used to restrict BRANCH/LOCATION access. 13/09/2017 we cannot block locations at branch level as we allow inter branch transfers which may not be part of configured locations.
3. Additional changes: - Remove field LBS_Inventory.AllowNegative from Table and Replication - unused field however significant amount of change to upload template and replication scripts is needed to remove this field
4. Replication Configuration Rules: - We know replication is configured in branch if there is an active entry in "server connections"
- We can identify branch when there is 1 server connection and connection type is "child" or "stand-alone"
- We can identify server by having all connection types as "Parent"
- If replication is configured, a branch should be permitted to use the configured locations in servers only
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Audit Notes: | |
01 Aug 2017 | 11:28AM Comment 1 by Alvis (Link Technologies) Case 8686 added to project 8.16 |
18 Aug 2017 | 03:52PM Comment 2 by Alvis (Link Technologies) Case 8686 removed from project 8.17 |
18 Aug 2017 | 03:52PM Comment 3 by Alvis (Link Technologies) Case 8686 added to project 8.18 |
11 Sep 2017 | 10:48AM Comment 4 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 11-09-2017 10:48 AM |
| Improvements to replication management. Definitions: - Configured Locations on head office define, which branches head office needs to send data to.
1. Objectives: - Reduce the number of rules and simplify data transfer logic. (Current processes is very complex and not financially sustainable)
- Shift is created for a user/location combination. (Required so that a user can move between locations and create a new shift for reconciliation purposes)
- All account customer sales is sent to all branch (We expect credit sales volume to be minimum and this allows receipts at any location)
- Branch will send all transactions to head office only.
2. Replication Notes: - POSCASH is an issue because of the high volume sales.
- POSCASH sales only flows from BRANCH to HQ
- Sales done on location A on behalf of Location B will flow from Location A to HQ then from HQ to Location B
- Inventory Management
- Item properties flows to all configured locations
- Transfer, adjustments, stocktake, purchase order flow to configured locations
- Credit sale flow from head office to all branches. "Configured locations" are not used for this scenario.
- On POS server configuration, we define which locations are available in each branch. This information is sent from HQ to BRANCH and is used to restrict BRANCH/LOCATION access.
3. Additional changes: - Remove field LBS_Inventory.AllowNegative from Table and Replication
4. Concerns and issues: |
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13 Sep 2017 | 10:53AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 13-09-2017 10:53 AM Time Taken: 24.00 |
| Completed the following: - Consolidated rules for "Configured location"
- Consolidated rules for closed transactions
- Removed VOID, VOID_BY, VOID_DATE columns from rules table as this is unused
- Shift changes to create by User/Location combination
- Refactored shift procedures
- Applied rules changes to compare data process
Next Step: - Package 8.18
- Setup replication for HQ and 2 branches
- Validate above changes
- Review diagnostics and provide user ability to trace and resolve replication issues.
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19 Sep 2017 | 11:33AM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-09-2017 11:33 AM Time Taken: 32.00 |
| THe following changes have been made: - Added the ability to create BRANCH Database from Headoffice
- Simplified replication rules
- Corrected server, connections and topology entries
- Added columns to view server status for Failed and Queue items
- Improved Server Status view
Process of replication configuration is: 1. Setup HQ Database 2. Configure replication on Head office using POS WEB - Create Locations - Create Servers for Head office and Branch 3. Create branch Database using POS-WEB "Create Branch Database" option 4. Copy Branch DB to Branch and Restore 5. Make Branch connection Active 6. Review Replication Rules 7. Run Compare Data |
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26 Sep 2017 | 06:13AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-09-2017 06:13 AM Time Taken: 8.00 |
| Hi Team, The following areas have been tested. See link for test plan. - Replication Setup and Configuration.
- Back Office Transactions
- Replication Rules - Partially.
Cases have been logged for areas failed. - Case 8831 - Replication Rule R1081 failed
- Case 8829 - Mismatch with In Stock and Lot Bin details after Stock Take
- Case 8828 - Mismatch with In Stock and Lot Bin details after Transfer. This is with replication setup
We will continue to test further and update case accordingly. |
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26 Sep 2017 | 01:08PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 26-09-2017 01:08 PM Time Taken: 5.00 |
| Hi Alvis, We have tested the cases. Attached is the test plan with details and areas failed. 
Case 8832 logged - Compare data under Replication failed Regards Rashna
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26 Sep 2017 | 01:42PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 26-09-2017 01:42 PM Time Taken: 1.00 |
| All individual cases logged under replication testing has been resolved in beta2. |
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29 Sep 2017 | 01:20PM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 29-09-2017 01:20 PM Time Taken: 3.00 |
| Hi Alvis, This case has been tested in QA1 with 818 BETA 2. 
The individual cases logged have been tested accordingly. Regards Rashna |
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05 Oct 2017 | 10:10AM Comment 11 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 05-10-2017 10:10 AM Time Taken: 2.00 |
| Documentation Completed. Documentation updated under POS- Web Replication -- Servers Replication -- Server Connections Replication -- Rules
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09 Oct 2019 | 08:14AM Comment 12 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019 |