Subject: | Pilot upgrade for Gold Creek Cafe and improvements to inventory management and processing views |
Summary: | Pilot upgrade for Gold Creek Cafe - Upgrade the database to version 11.004
- Upgrade customizations, if any
- Perform system tests
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Audit Notes: | Edited by alvis on 08/12/20 09:15. Edited by alvis on 09/01/20 15:28. Edited by alvis on 06/11/19 22:25. Edited by alvis on 04/11/19 09:37. Edited by sanjay on 01/11/19 06:42. Edited by alvis on 15/10/19 08:39. |
14 Oct 2019 | 11:13AM Comment 1 by Alvis (Link Technologies) Case 11788 added to project 11.004.BETA |
15 Oct 2019 | 08:39AM Comment 2 by Alvis (Link Technologies) Case 11788 added to project 11-PILOT |
18 Oct 2019 | 02:29PM Comment 3 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 18-10-2019 06:24 PM Time Taken: 16.00 |
| We have tested the upgrade on version 11.4. The following issues were identified and corrected: - Bulk and Non-bulk receipts were printed on completion of sale which was unnecessary if these were already printed when the transaction was parked.
- On completion, bulk and non-bulk receipts are printed if new items were added to the sale. These items are not parked.
- When the printer name was blank, the system threw an "out of bounds" error when trying to print.
Gold Creek Cafe was upgraded to version 11.4 on 16/10/2019. regards Alvis |
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29 Oct 2019 | 08:02AM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-10-2019 11:53 AM Time Taken: 5.00 |
| The following issues were identified and corrected in the application: Refer to case 11802 - Unable to view kit components in the cooking/coffee preparation forms (BI Build)
- Unable to separate Coffee and Cooking items for different preparation areas
- Processing forms must be able to complete with minimum clicks
Next steps: - Two touch screens have been ordered with NUC's so we can test this out. ETA is 29/10/2019
- Once tested, GCC will be upgraded and changes verified
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01 Nov 2019 | 06:42AM Comment 5 by Sanjay (Link Technologies) Case L11788 added to project 11.004 |
01 Nov 2019 | 07:01AM Comment 6 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 01-11-2019 12:42 PM Time Taken: 16.00 |
| On-Site implementation Journal: Part A - Summary of Tasks - Installed update for 11.4.1030
- Setup Coffee and Kitchen Monitors
- Reconfigured Kit items to meet customers' requirements. Refer to Part B. Considerable difficulties faced.
Part B - Issues Faced - Product Maintenance bugs prevent Kit items from being updated
- Creating products is still cumbersome and needs improvements
- Kit items are displayed in order of KitItemCode, however, we are unable to easily renumber product codes
- Kit item selection screen scrolling is difficult
- Bugs in product search - cannot search in-between product descriptions
Part C - Required Changes to make the system operational= - Add the ability to renumber codes
- When creating a product, we should be able to enter part of the code and the system should be able to get the next available number in that sequence. For example, if PRODUCT MASK is 00000, if we enter "Z01", the system should check if "Z01" is available, if so create the item, otherwise create the next available variant of "Z01"
- When creating a product, add the ability to enter RRP - which is the "Product Price for 1 quantity
- If product code is changed, this should renumber the product code
- Add "Sort Order" in the product kit item list
- System Health Check should check if "Defaults" are not set up for Inventory Items
- Add configuration to allow users to determine of "Processing Display" is consolidated or separated by "line number"
- Add the ability to change the product description
- Product Item Price Grid - Bring Pricing to the left so it is clearly visible. Move less frequently used items to the right
- Set Default on "Allow Negative" to TRUE
- Allow DELETE of PRODUCT. If it is unused, remove the item completely
- Remove the top-level search from product master
- Completely remove category/Sub Category when deleted provided it is not used. RaiseError if it is used
- Completely remove Location when deleted provided it is not used. RaiseError if it is used
- Completely remove UOM when deleted provided it is not used. RaiseError if it is used
- Completely remove Cycle Code when deleted provided it is not used. RaiseError if it is used
- Completely remove PostingAccount when deleted provided it is not used. RaiseError if it is used
- Completely remove PriceClasswhen when deleted provided it is not used. RaiseError if it is used
- Completely remove TaxCode when deleted provided it is not used. RaiseError if it is used
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01 Nov 2019 | 03:37PM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-11-2019 07:00 PM Time Taken: 16.00 |
| Development work for this case has been completed. The change will be available in version:11.4.1101 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Added ability to change product code. Users can edit the product code in product master and change it to a new code.
- When "Automatic Product Code" is enabled, the system will assign product codes that start with code. For example, enter code as "AK01". If "AK01" already exists, the system will generate a new code as "AK01001".
- Added Sell Price field to product master. This updates the products quantity break 1 price.
- Added display order field in Kit items. Kits are displayed using the display order, part description, part no. This change is available to "Load Custom Kit in POS", Receipts 80mm/A4, Bulk/Non-Bulk Receipt and BI Processing View.
- Added system health check "POS010" to verify defaults are set up for inventory.
- Added Station base configuration to for processing view to be separated by line numbers.
- "Allow Negative" is defaulted to ticked for "Purchase" items when location is automatically added.
- Added delete capability to the following:
- Inventory Product Master
- Category
- Sub Category
- Location
- UOM
- Cycle Code
- Posting Account
- Price Class
- Tax Codes
2. Affected Areas: - Inventory menus in Link Web
3. The issue was caused by: - Improvements
4. Notes: 5. Next Step: UAT then assign the case to Sanjay to update client. |
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06 Nov 2019 | 02:18PM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 06-11-2019 08:17 PM |
| We expect to implement these changes at GCC today. |
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07 Nov 2019 | 08:21AM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 07-11-2019 02:21 PM Time Taken: 4.00 Notes: Created from the WEB url sent to: sanjay@linktechnologies.com.au |
| Upgraded GCC at 5 pm yesterday. Note the following: - No issues with Upgrade. Upgrade completed in 10 minutes
- No issues with DB upgrade - DB upgrade completed in 5 min
Important note: - Cash drawer is configured in COM4. Change the "OpenCashDrawer.BAT" file to point to COM4 instead the default which is LPT1
Next steps: - User training on new features
- Implement FOS (Front of Shop) monitor and KITCHEN Monitor. Expected to be done over the next week.
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07 Nov 2019 | 09:41AM Comment 10 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 07-11-2019 02:45 PM Time Taken: 1.00 |
| 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 | Added ability to change product code. Users can edit the product code in product master and change it to a new code.
| Pass | 2 | When "Automatic Product Code" is enabled, the system will assign product codes that start with code. For example, enter code as "AK01". If "AK01" already exists, the system will generate a new code as "AK01001".
| Pass | 3 | Added Sell Price field to product master. This updates the products quantity break 1 price.
| Pass | 4 | Added system health check "POS010" to verify defaults are set up for inventory.
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| 5 | Added Station base configuration to for processing view to be separated by line numbers. - Set config to No - All items in the transaction should be grouped.
- Set config to Yes - Each item should be displayed the line number
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| 6 | "Allow Negative" is defaulted to ticked for "Purchase" items when location is automatically added.
| Fails. Enable Auto insert location.Create a item with status as "Purchase" .Location is added but allow negative is not enabled. | 7 | Added delete capability to the following: - Inventory Product Master
- Category
- Sub Category
- Location
- UOM
- Cycle Code
- Posting Account
- Price Class
- Tax Codes
Component should only be deleted if not used in the system
| Pass
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Environment Details - OS version: Windows Server 2012
- Application version: 11.4.1106
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Closure
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07 Nov 2019 | 04:25PM Comment 11 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-11-2019 09:43 PM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version:11.4.1107 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Renamed configuration "Auto insert location" to "Automatically create all locations when an item is saved in Product Master (Y/N)"
- Removed trigger "LBS_Inventory_trg" from Inventory table. This process has been moved to inventory save procedure.
- The process will automatically create all locations when the location has default "Bin", "Tax Code" and "Posting Account" setup.
2. Affected Areas: - Create new inventory item from Backoffice with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created
- Edit an existing inventory item from Backoffice with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created
- Create new inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created
- Edit an existing inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created
- Create new inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned OFF. - Only a default location should be created
- Edit an existing inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned OFF. - Only a default location should be created
3. The issue was caused by: - Improvement
4. Notes: 5. Next Step: UAT |
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12 Nov 2019 | 09:21AM Comment 12 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 14-11-2019 03:05 PM Time Taken: 1.00 |
| 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 new inventory item from Backoffice with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created
| Pass | 2 | Edit an existing inventory item from Backoffice with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created | Pass | 3 | Create new inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created | Pass | 4 | Edit an existing inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned on. - All locations should be created | Pass | 5 | Create new inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned OFF. - Only a default location should be created | Pass | 6 | Edit an existing inventory item from POS Web ~> Product Master with the flag "Automatically create all locations when an item is saved in Product Master (Y/N)" turned OFF. - Only a default location should be created | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.4.1108
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Documentation
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09 Dec 2019 | 08:55AM Comment 13 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 09-12-2019 12:48 PM Time Taken: 3.00 |
| Hi Sanjay, Documentation has been updated at - Linkweb Application Portal - Inventory - Product Master
- Linkweb Application Portal - Inventory - Product Master Details
- Linkweb Application Portal - Inventory - Product Master - Price Structure
- Linkweb Application Portal - Inventory :
- Stock Adjustment
- Category
- Cycle Code
- Location
- Posting Account
- Price Class
- Product Matrix
- Supplier Maintenance
- Tax Maintenance
- Unit of Measure
Thanks Rashna |
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05 Jun 2020 | 07:15PM Comment 14 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 09-06-2020 12:38 AM Time Taken: 4.00 |
| Upgrade GCC from 11.3 to 12.0 performed on 05/06/2020 6:00pm Upgrade Log: - Connected via Teamviewer to POS Main machine, Kitchen Station and Coffee Station
- Backup of LinkSOFT install directory and Database prior to backup
- Downloaded LinkSOFT Full Build 12.0 on POS Main station, Installed and Upgraded database from 11.3 to 12
- Downloaded LinkSOFT Client Installation on FOH Station, Installed V12
- Downloaded LinkSOFT Client Installation on Kitchen Station, Installed V12
- Copied OpenCashDrawer.BAT on (POS Main Station) to Installed Folder from Backup. Cash drawer uses COM4 which is routed from the receipt printer
- Copied "OpenBIMonior,bat" on FOH and Kitchen Stations as GCC has a specific category for each monitor
- Applied V12 licence
- Verified POS Main sales by processing sales of COFFEE ($4.50) and performing a return so the shift remains at $0
- Reconfigured Process Setup and set Start time to 6 AM and End Time to 8 PM
- Removed PRICE check from Health Check Configuration as GCC does not set prices on all Kit Components
- Removed MSDB and Master from Backup databases
- Verified and updated Defender AV
- Upgrade completed at 7:16 PM
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