Company: Link Technologies
Case No: L12988. Project: 15.30: LinkSOFT Version 15.30
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 19 Dec 2023 01:28PM
Priority: Medium
Product: Point of Sale
Group: Change Request
Time Taken: 25.25 (Weight: 12.00)
Assigned To: Sanjay (Link Technologies)
Circulation: Sanjay, Vineet
Resolve By: Wednesday, 24 April 2024 10:57 AM [293 days since logged date]
Status: Closed
Subject: Upload Template for Fleet Transactions
Summary:    
Need a new Fleet upload template for OTGL. The upload template should have the following fields:

  • Date of Transaction
  • ProductCode
  • Quantity
  • Unit Price
  • Location
  • Vehicle Number
  • Cardno
  • Mileage
  • POS Header Order Notes 1. (Not Mandatory
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify

  1. Using the upload template, upload this data for a few vehicles. Verify using sales reports
  2. Try uploading for deleted vehicles. This should not be successful.
  3. Manual dockets uploaded should not look at available limits as these vehicles have already fueled

Audit Notes:Edited by sanjay on 26/03/24 16:56. Edited by sanjay on 15/03/24 12:41. Edited by sanjay on 14/03/24 11:53. Edited by sanjay on 08/03/24 14:39. Edited by sanjay on 06/03/24 15:49. Edited by sanjay on 06/03/24 15:47. Edited by sanjay on 06/03/24 15:44. Edited by sanjay on 19/12/23 13:28. 
19 Dec 202301:29PM Comment 1 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 21-12-2023 01:28 PM Time Taken: 1.00 Notes: Edited by sanjay on 06/03/24 15:46. Edited by sanjay on 19/12/23 13:32. ETC extended from: 19/12/2023 to 21/12/2023

Hi Vineet, Cost for this change is 12 hrs. I can do this in V15 then create a patch for V14.

Please note, if WT is applicable, please add this to the cost


08 Feb 202411:54AM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 14-02-2024 11:54 AM
We are closing this case as we believe it has either been resolved or is no longer an issue. Please reopen the case if you have any concerns or wish to pursue this case further.

Thank you.

08 Feb 202411:54AM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 14-02-2024 11:54 AM
Closing case

06 Mar 202403:47PM Comment 4 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 13-03-2024 02:44 PM Time Taken: 0.25 Notes: Edited by vineet on 06/03/24 15:51. ETC extended from: 21/12/2023 to 13/03/2024
Hi Sanjay

The customer has made payment for this. Please initiate development for this

Thanks
Vineet Ram

08 Mar 202402:38PM Comment 5 by Sanjay (Link Technologies) Case L12988 added to project 15.30
14 Mar 202412:04PM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 20-03-2024 12:03 PM Time Taken: 1.00 Notes: Edited by sanjay on 14/03/24 12:04. 
Thanks Vineet. I have added this to version 15.30 and will do a Patch once it has been completed. ETA end March 2024.

15 Mar 202412:41PM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 20-03-2024 09:19 AM Time Taken: 9.00 Notes: Edited by sanjay on 15/03/24 12:41. ETC extended from: 13/03/2024 to 20/03/2024
PART A - Development work for this case has been completed.

1. The change will be available in version: 15.30

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

  1. Added a new sample file for POS Invoice Upload. Filename: PointOfSaleInvoice.csv
  2. The file format is shown in Figure 1 below
  3. Use menu "Integration ~> File Import" to import the file

3. Affected Areas:

  1. New File Import for "POS Invoices"

4. The issue was caused by:

  1. New Feature

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


Figure 1 - POS Invoice File Upload Format

CompanyID,Date,Location,ProductCode,CustomerCode,Quantity,UnitPrice,Mileage,VehicleNumber,Notes1,Notes2,Notes3,Notes4
1001,2024-01-01,MAIN,A001,0002,1,10.01,100,BDG01F,My Notes 1/1,My Notes 1/2,My Notes 1/3,My Notes 1/4
1001,2024-01-01,MAIN,A002,0002,2,10.02,200,BDG01F,My Notes 2/1,My Notes 2/2,My Notes 2/3,My Notes 2/4
1001,2024-02-01,RETAIL,A001,1288,3,10.03,300,,My Notes 3/1,My Notes 3/2,My Notes 3/3,My Notes 3/4
1001,2024-03-01,RETAIL,A002,1288,4,10.04,400,,,,,


18 Mar 202412:12PM Comment 8 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 20-03-2024 12:12 PM Time Taken: 4.00 Notes: ETC extended from: 20/03/2024 to 20/03/2024

Hi Vineet,

I have created a temporary patch (at this link) for you to confirm if this meets OTGL requirements. A sample file is available in the patch.

Please place your results in this case. Thanks.


11 Apr 202411:01AM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 17-04-2024 11:01 AM Time Taken: 1.00 Notes: ETC extended from: 20/03/2024 to 17/04/2024
Hi Vineet, please update this case with your response so we can close this case. Thanks

18 Apr 202404:03PM Comment 10 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 24-04-2024 10:57 AM Time Taken: 2.00 Notes: Edited by sanjay on 22/04/24 16:38. ETC extended from: 17/04/2024 to 24/04/2024

Bula

Please note that the dates entered in the import template are not used as the transaction date. Transactions are imported at the current date. I have enabled the station configuration to Allow a Change of transaction date to 'Yes'

Figure 1.1 Import Files Dates


Figure 1.2 Invoice List after Import. Dates are all current date

Environment Details:

LINKQA4\CP1
CLIENT-OTGL-LinkSOFT-HQ
http://10.0.0.17/CLIENT-OTGL-LinkSOFT-HQ/


22 Apr 202404:55PM Comment 11 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 24-04-2024 04:38 PM Time Taken: 7.00
The following tests were performed:

Test Setup Instructions:
  1. 15.30 Standard Demo Environment
Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Upload Invoice file - See fiure 1
Two lines should fail as Vehicle Number BDG01F does not exist
Pass

2Create Vehicle BDG01F on customer "0002"
Validation should Pass
Pass

3Post Invoice
POST Fails as Items A001 and A002 have "Allow Negative=False" and there is insufficient stock
Pass

4Set Items "A001" and "A002" to Allow Negative and Validate, then Post
Post Successful. 4 Invoices shouldbe created
Pass

Figure 1 - Uplpoad File Details

CompanyID,Date,Location,ProductCode,CustomerCode,Quantity,UnitPrice,Mileage,VehicleNumber,Notes1,Notes2,Notes3,Notes4
1001,2024-01-01,MAIN,A001,0002,1,10.01,100,BDG01F,My Notes 1/1,My Notes 1/2,My Notes 1/3,My Notes 1/4
1001,2024-01-01,MAIN,A002,0002,2,10.02,200,BDG01F,My Notes 2/1,My Notes 2/2,My Notes 2/3,My Notes 2/4
1001,2024-02-01,RETAIL,A001,1288,3,10.03,300,,My Notes 3/1,My Notes 3/2,My Notes 3/3,My Notes 3/4
1001,2024-03-01,RETAIL,A002,1288,4,10.04,400,,,,,

Figure 2 - Validation Fails if insufficient stock


Figure 3 - Post Successful

Environment Details

  1. OS version: Win11
  2. Application version:
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12988 in the subject line of all emails regarding this issue.

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