| Subject: | Report Change Request - Implement a new report for a customer - Sales by Salesperson |
| Summary: | Bula Sanjay, One of our client (Singh Supermarket) is requesting if a new customer report can be made with the following columns: - Customer Name
- Invoice Number
- Date of purchase
- Sales Amount
- VAT
- Current Balance
- Status
- Due Date
They were using this report for this reconciling purposes in this old system and are requested if the same can be implemented in our system. Below is a snap of how they prefer the report to be: 
Please review and advise. Regards,
Aarti |
| Audit Notes: | Edited by alvis on 08/12/20 09:37. Edited by alvis on 07/10/19 17:19. Edited by alvis on 07/10/19 17:16. Edited by alvis on 07/10/19 17:09. Edited by alvis on 10/09/19 08:43. Edited by alvis on 10/09/19 08:33. |
| 20 Aug 2019 | 09:11AM Comment 5 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-08-2019 12:00 AM Time Taken: 0.50 |
| Bula Vinaka Sanjay,
The client has changed its column details. Please find new requirement below:
New Requirement:
| Customer Name | Invoice Number | Invoice Date | Invoice Amount | Invoice Amount Paid | Invoice Payment Date | Invoice balance | Sales Person name |
Requesting if you can review this and advise on the hours required to develop this report. Is there any question you have for me to verify with the client? Regards
Aarti
|
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| 03 Sep 2019 | 08:40AM Comment 12 by Alvis (Link Technologies) Case 11707 added to project 10.150 |
| 03 Sep 2019 | 09:51AM Comment 13 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-09-2019 09:51 AM Time Taken: 8.00 Notes: Edited by alvis on 08/10/19 16:22. Edited by alvis on 07/10/19 17:10. |
| Development work for this case has been completed. The change will be available in version: 10.150 & 11.003 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Renamed "Sales by Customer" report to "Sales Analysis by Customer"
- Created new report name "Sales by Customer" as per the requested format for version 10.150 and version 11
2. Affected Areas: - "Sales by Customer" report
3. The issue was caused by: 4. Notes: Refer to customer case. Agreed 4 hours for v10 and 4 hours for v11
5. Next Step: UAT |
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| 03 Sep 2019 | 10:50AM Comment 14 by Rashna (Edge Business Solutions) Assigned To: Development Followup Date: 03-09-2019 10:50 AM |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | | 1 | Create a customer as "Freddy Fisherman - Grace Road Companies Fiji ". Customer name should be fully printed in the report.
| Pass | | 2 | Process a credit sale of the customer with amount as 120 with admin account. This should update the invoice number, date, amount = 120 , balance= 120 and sales person = "admin".
| Pass
| | 3 | Login as admin and process second credit sale with amount 82.74. Change sales person to "Janet" in the POS Grid. This should update the invoice number, date, amount = 82.74, balance = 202.74 and sales person = "Janet".
| Pass
| | 4 | Process a payment of 50 from "Payment for Credit Sale" and allocate it to invoice in 1 above. This should update the invoice number, date, amount = 120, balance = 70, payment = 50 and sales person = "admin".
| Pass
| | 5 | Process a payment of 25 from "On Account Payment" - This should not make changes to the report.
| Pass
| | 6 | Allocate the payment in 5 above to the invoice created in 3. This should update the invoice number, date, amount = 82.74 , balance = 57.74, payment = 25 and sales person = "Janet".
| Pass
| | 7 | Process a credit sale of 165.68 with a payment of 60.This should update the invoice number, date, amount = 165.67, balance = 105.67, payment = 60 and sales person = "admin". | Pass
| | 8 | Process a credit sale worth 200, payment = 0. Return this sale. This should update the invoice number, date, amount = 200, balance = 0, payment = 0, returned = 200 and sales person = "admin". | Pass
| | 9 | Process a credit sale worth 200, payment = 50. Return this sale. This should update the invoice number, date, amount = 200, balance = 0, payment = 0, returned = 200 and sales person = "admin".
| Pass
| | 10 | Validate that the report totals are correct | Pass
| | 11 | Test the report filters
| Pass - Issue with location filter resolved by Alvis
|
Environment Details - OS version: Windows Server 2012
- Application version: 10.1.150
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-10-RASHNA
Next Step:
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| 10 Sep 2019 | 08:31AM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 10-09-2019 08:31 AM |
| Thanks Rashna |
|
| 10 Sep 2019 | 08:33AM Comment 16 by Alvis (Link Technologies) Case 11707 removed from project 10.150 |
| 10 Sep 2019 | 08:33AM Comment 17 by Sanjay (Link Technologies) Case 11707 added to project 10.150 |
| 10 Sep 2019 | 08:43AM Comment 18 by Alvis (Link Technologies) Case 11707 removed from project 10.150 |
| 10 Sep 2019 | 08:43AM Comment 19 by Sanjay (Link Technologies) Case 11707 added to project 10.150 |
| 01 Oct 2019 | 03:57PM Comment 20 by Alvis (Link Technologies) Assigned To: Development Followup Date: 01-10-2019 03:57 PM |
| Bula Vinaka Alvis, We have reviewed this new report with the customer and they are requesting an additional column (Invoice Due Date) to be added to the report. They have also requested is this new column can be added after the Invoice Balance. Current LayOut:
Customer Name | Invoice Number | Invoice Date | Invoice Amount | Invoice Return Amount | Invoice Amount Paid | Invoice Payment Date | Invoice balance | Sales Person name |
Requested Layout:
Customer Name | Invoice Number | Invoice Date | Invoice Amount | Invoice Return Amount | Invoice Amount Paid | Invoice Payment Date | Invoice balance | Invoice Due Date | Sales Person name |
Please review and advise.
Regards
Aarti Gayaneshwar |
|
| 01 Oct 2019 | 03:57PM Comment 21 by Alvis (Link Technologies) Created new case 11770 |
| 08 Dec 2020 | 09:37AM Comment 22 by Alvis (Link Technologies) ETC was changed from 10/08/2019 to 10/08/2019 |