1. Problem

1. Layby Transactions allows the customer to be changed after partial processing
2. When customer selection for CREDIT is changed, the system continues to complete the sale instead of stopping the sale.
3. When transaction "Credit" or "Layby" is selected, the order in which the customer list prompts confuses the cashier.

2. Current Behaviour

1. Choose transaction "Credit"
2. Scan items
3. Click Save
4. The customer selection list is prompted. The prompt does not clearly ask the cashier to choose a credit customer.
   1. If the user cancels or closes the "customer select form", the system proceeds to "payment entry". Payment completion is not allowed as the system does not allow credit sale to "POSCASH"
   2. If the user chooses a customer, the system proceeds to payment entry and the transaction is completed.
5. If the transaction Type is LAYBY - the system allows the user to change the customer code

3. Proposed Solution - Credit Sale

1. Choose transaction "Credit". The user should be trained to choose a customer.
2. Scan items
3. Click Save. The system is configured to prompt the customer selection screen if the customer code starts with "POSCASH".Clearly indicate to the cashier that a customer is required for a credit sale.
   1. If the user cancels or the customer remains POSCASH, return to the main screen and give a message "credit sale requires a customer to be selected"
4. When transaction "Credit' is selected, force the user to choose a customer where the customer type allows credit sale.

4. Proposed Solution - Layby Sale

1. Choose transaction "Layby". The user should be trained to choose a customer.
2. If the customer is "POSCASH" we should prompt the user to select a customer when the layby is initially created. Consecutive layby payments should not allow customer selection.
3. We allow layby to "POSCASH" as it is possible to track layby transactions by receipt no.

----ORIGINAL CASE BELOW THIS LINE -----

Issue:

1. Many times user selects the "Credit Tab" but does not select the "Customer". 
2. Once they have loaded the item and proceed to press Save, the customer list appears.
   1. The cashiers get confused and "Close" the "Customer Form". This opens the payment method and when they click on "Complete",  it is not allowed as the customer is still " POS Cash".
   2. If the cashiers try to delete the item from the grid
      1. Select Item
      2. Hit Delete
      3. Save - This is not allowed, the customer search form is loaded. Users need to change to "Cash" to delete.

3. For the above reasons, the cashiers get confused and redo the overall process which is a loss of time. 

Hi Team, 

The proposed solution is to enforce customer selection as soon as the "Credit" Transaction type is selected. This has been added to version 12.30.

This has been discussed with the customer and they have agreed that this will solve their issue

Thanks
LinkSOFT Technical Team

The issue reported in this case is poorly written and difficult to understand

We have analysed the issue and rewritten the case header

PART B - Development work for this case has been completed.

1. The change will be available in version:12.31.0226

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

1. Prevent customer change on Layby Transactions when the transaction has partial payments
2. Do not load the Payment Entry screen for CREDIT sales if a customer is not selected

3. Affected Areas:

1. POS CREDIT Sales
2. POS LayBY Sales

4. The issue was caused by:

1. Software defect - Customer selection programming issue

5. Notes: 
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): SYSTEM and UAT completed - Urgent Release prepared. No documentation required

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

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

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

2. Other relevant notes: