Company: Link Technologies
Case No: L12934. Project: 15.30: LinkSOFT Version 15.30
Logged By: Sanjay (Link Technologies) on 04 Aug 2023 02:26PM
Priority: Medium
Product: Point of Sale
Group: Change Request
Time Taken: 36.00 (Weight: 24.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineshwar
Resolve By: Thursday, 18 April 2024 12:29 PM [430 days since logged date]
Status: Closed
Subject: Surcharge Code for Prescription and POS Payments should be configurable
Summary:    

Prescription and POS Payments use the same SURCHARGE product codes, however, Prescription Surcharge is Taxable while POS Payments are NOT TAXABLE.

To handle this, we need to separate the surcharge codes.

We will use the following Configuration Items:

  1. Prescription Surcharge
    1. Prescription.Surcharge.ProductCode
    2. Tax Code will be extracted from "Prescription.Surcharge.ProductCode"
    3. Prescription Surcharge Amount will be extracted from the Product Code defined in 1.1 above
    4. The default will be: Product Code: "SURCHARGE", Sell Price will be: 0.45
  2. POS Surcharge
    1. POS.Surcharge.ProductCode. Used for Payment Surcharge and Cashier Short/Surplus penalties

Since this change requires UI changes, we will make this change in the 14.91 release.

Audit Notes:Edited by sanjay on 17/04/24 16:13. Edited by sanjay on 26/03/24 16:56. Edited by sanjay on 22/02/24 11:54. Edited by sanjay on 22/02/24 11:54. Edited by sanjay on 22/02/24 11:53. Edited by sanjay on 22/02/24 11:52. Edited by sanjay on 08/02/24 11:58. Edited by sanjay on 12/10/23 10:19. Edited by sanjay on 18/09/23 15:18. Edited by sanjay on 11/09/23 09:24. Edited by sanjay on 08/09/23 11:47. Edited by sanjay on 08/09/23 11:46. Edited by sanjay on 07/08/23 15:30. 
08 Sep 202311:46AM Comment 1 by Sanjay (Link Technologies) This comment has been removed
08 Sep 202311:46AM Comment 2 by Sanjay (Link Technologies) ETC was changed from 04/08/2023 to 15/09/2023
11 Sep 202309:23AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 13-09-2023 09:18 AM Time Taken: 8.00 Notes: ETC extended from: 15/09/2023 to 13/09/2023

Hi guys, we have decided to exclude this change due to the following reasons:

  1. The requirement states "Prescription Surcharge is Taxable while POS Payments are NOT TAXABLE". This can be achieved since the Prescription Tax Code can be marked as "Taxable" by setting this in configuration "POS.Surcharge.TaxCode -  Surcharge on prescription items tax code". The Surcharge on "POS Cashier Shift and Payments" can be marked as Taxable if required by setting the Tax Code on the product code "SURCHARGE"
  2. We will remove the HARDCODING of the surcharge in the next major release.

18 Sep 202303:18PM Comment 4 by Sanjay (Link Technologies) Case L12934 added to project 15.10
12 Oct 202310:19AM Comment 5 by Sanjay (Link Technologies) Assigned To: Vineshwar (Edge Business Solutions) Followup Date: 31-10-2023 10:17 AM Time Taken: 1.00 Notes: ETC extended from: 13/09/2023 to 31/10/2023

Hi Vineshwar, I have had a look at this issue and I am able to have the Prescription Surcharge as Taxable while the Payment Surcharge as Non Taxable. 

Can you set this up in a demo and send a meeting request to go through the issue so I can design a solution?  thanks.


12 Oct 202310:19AM Comment 6 by Sanjay (Link Technologies) Case L12934 removed from project 15.10
04 Jan 202410:13AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 10-01-2024 10:10 AM Time Taken: 1.00 Notes: Edited by sanjay on 04/01/24 10:26. 

Teams - Sanjay and Vineshwar

The issue is that in the "Sales Analysis Report" we are unable to identify what amount is Taxable and what amount is Not Taxable since we are using the same Surcharge Product Code.

Important Notes:

  1. A Medication (Product) can be TAXABLE or NOT TAXABLE depending on:
    1. Has it been processed through Prescription (In this case, the Fiji Govt has asked this item to be Not Taxable)
    2. Is it a direct Sale from the counter (In this case, the Fiji Govt has asked this item to be Taxable)

Based on 1. above, we need to keep the General Settings Configuration for POS "Charge Tax on Prescription Item"

There are two types of Surcharge:

  1. POS Payment - POS-Surchage
  2. Prescription -     PRE-Surcharge

If we change the Product Code used for Surcharge, we will resolve the issue identified in comment 7 (Sales Analysis Report)


08 Feb 202411:58AM Comment 8 by Sanjay (Link Technologies) Case L12934 added to project Review
08 Feb 202411:58AM Comment 9 by Sanjay (Link Technologies) ETC was changed from 31/10/2023 to 30/06/2024
22 Feb 202411:51AM Comment 10 by Sanjay (Link Technologies) Assigned To: Kinisimere Tamanisau (Pacific Islands Development Forum) Followup Date: 07-03-2024 11:49 AM
Case assigned to development in version 15.30

22 Feb 202411:53AM Comment 11 by Sanjay (Link Technologies) Case L12934 added to project 15.30
19 Mar 202403:14PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 21-03-2024 03:08 PM Time Taken: 1.00 Notes: Edited by sanjay on 19/03/24 15:21. 

Teams - Vineshwar and Sanjay

  1. Consider using defaults specified in comment 7, however, make the codes configurable as some external systems have restrictions on code lengths.
  2. Preference is to have the following General Settings configuration:
    1. Override Tax Code for Prescription Items: Default is "EXEMPT". Is Blank, do not override
    2. Product code for POS Surcharge. Default is "POS-Surcharge" or "POSSC"
    3. Product code for Prescription Surcharge. Default is "PRE-Surcharge" or "PRESC"

16 Apr 202401:13PM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-04-2024 12:29 PM Time Taken: 2.00 Notes: ETC extended from: 30/06/2024 to 18/04/2024

Hi Vineshwar,

I had a look at the sales analysis report and it clearly shows Taxable ad Non Taxable portions. 

Can you do an example where we can see the issue so we can complete the tet cases to pass these changes? Thanks.


17 Apr 202402:54PM Comment 14 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-04-2024 02:41 PM Time Taken: 1.00 Notes: Edited by sanjay on 17/04/24 15:54. 

Teams - Vineshwar and Sanjay:

  1. The Sales Analysis report groups the SURCHARGE for TAX and NO TAX into one line. 
  2. We need to see two lines as the POS Surcharge is bank related expense

Use Product Codes:

    1. SURCHG-PRE

    2. SURCHG-POS


    17 Apr 202404:12PM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 19-04-2024 04:09 PM Time Taken: 18.00 Notes: Edited by sanjay on 17/04/24 16:16. 
    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 Product for Prescription Surcharge. Product Code: "SURCHG-PRE"
    2. The original product "SURCHARGE" will be used for Payment Surcharge only

    3. Affected Areas:

    1. When Prescription is created, the SURCHARGE PRODUCT CODE is "SURCHG-PRE" instead of "SURCHARGE". 

    4. The issue was caused by:

    1. Using the same product code in Prescription and POS Payments caused the "Sales Analysis Report" to consolidate the two surcharges into one line.  Users requested this to be separated for reporting purposes. See figure 1 below.

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


    Figure 1 - Prescription and Payment SURCHARGES are separated


    23 Apr 202411:57AM Comment 16 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 25-04-2024 10:01 AM Time Taken: 4.00
    The following tests were performed:

    Test Setup Instructions:
    1. DEMO setup using 15.30
    Table 1 - Test Results
    NoTest CaseExpected ResultPass/FailComments
    1Process Prescription Item and complete sale through POS

    Pass

    2Process POS using payment with Surcharge

    Pass

    3Generate "Sales Analysis Report"
    Verify SURCHARGE and SURCHG-POS values are correct
    Pass

    Figure 1 - Prescription Sale