Company: Link Technologies
Case No: L12908. Project: 14.90: LinkSOFT Version 14.90 - July 2023
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 31 May 2023 10:14AM
Priority: High
Product: FMIS (Jiwa/Epicor/etc)
Group: Enhancement
Time Taken: 66.00 (Weight: 24.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineet
Resolve By: Wednesday, 07 June 2023 07:53 PM [540 days since logged date]
Status: Closed
Subject: Enhance Linksoft Integration for Cash Sales Transactions to create Separate Sales Order Grouped by ShiftID and Date in Jiwa
Summary:    
Section A - Describe what the request/issue is about 
Currently, all Cash Sales from Linsksoft are integrated into Jiwa and grouped by ShiftID. In some cases, there are certain shifts that are opened at 10 pm and are carried on until 6 am the following day. With these overlapping shifts, we are not able to reconcile the below on a day-to-day basis.
  • Link Soft Sales Total,
  • Cost of Goods Sold Total, 
  • Tax Total
  • Banking Total

For this reason, we need to enhance the Linksoft Integration so that when shifts are overlapping to the following day, we need to group this by Day and by SiftID.

Section B - Cost Information:

1. Request Information
 ID
Description (*Required Fields)Value
 1Customer Name *On the Go Limited, Consumers
 3Cost Covered By *
 4Workarounds?
 5 Date Required by *

Section C - Provide a Test plan - List out at least two scenarios that will be used to verify

Reproduced On:

LinkQA8-LBS2
LinkSOFT-DemoAccount/login.aspx
http://10.0.0.18/Linksoft-Integration/

  1. Opened a Shift SH000015 on the 31st May 2023
  2. Performed Sales Transactions in this shift for 30/05 worth $13.08VIP with a Total Tax of $0.57
  3. Performed Sales Transactions in this shift for 31/05 worth $280.44VIP with a Total Tax of $22.76
  4. Closed this shift
  5. Processed Sale Order in Jiwa
  6. Generated the Sales Analysis Report from Linksoft for 31/05/2023. Sales Total $280.44VIP and Total Tax of $22.76
  7. Generated Sales with COGS by Part Number for 31/05/2023. Sales Total: $293.50 VIP and Tax Total: $23.33
Audit Notes:Edited by sanjay on 21/06/23 15:27. Edited by sanjay on 02/06/23 17:09. Edited by sanjay on 01/06/23 14:28. Edited by sanjay on 31/05/23 10:14. Edited by sanjay on 31/05/23 10:13. 
31 May 202310:14AM Comment 1 by Sanjay (Link Technologies) Case L12908 added to project 14.90
02 Jun 202302:53PM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 12:44 PM Time Taken: 16.00 Notes: ETC extended from: 31/05/2023 to 07/06/2023
PART A - Development work for this case has been completed.

1. The change will be available in version: 14.90

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

  1. Added the following parameters for POS CASH Grouping:
    1. Day: When selected, a POS Cash Customer is created for Each Day, e.g. POSCASH-230601, POSCASH-230602
    2. Week: When selected, the "Year" and "Week Number" is used to group POSCASH transactions, e.g. POSCASH-23WK20, POSCASH-23WK52 etc. 
  2. Changed Parameters for "POS CASH" grouping for the following
    1. Month: Changed so that the Suffix is 6 characters, e.g. POSCASH-202306, POSCASH-202307 etc
    2. Year: Changed so that the Suffix is 6 characters, e.g. POSCASH-YR2023, POSCASH-YR2024 etc 
  3. Changed the LinkSOFT Integration to JIWA to group transactions for each day, i.e. transactions created in JIWA will be one "Sales Order" per day.

3. Affected Areas:

  1. Creating POS Cash Customer Accounts
  2. Sending Transactions from LinkSOFT to JIWA

4. The issue was caused by:

  1. Improvement

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


05 Jun 202303:53PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 07:47 PM Time Taken: 16.00 Notes: ETC extended from: 07/06/2023 to 07/06/2023
PART A - Development work for this case has been completed.

1. The change will be available in version: 14.90

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

  1. Changed Line description to make the Line Numbers consistent in width for easier reading
  2. Added trigger to create a new customer in FMIS when a new "POSCASH" account is required. This prevents failure of integration (Invalid POSCASH Customer Code" when the customer does not flow before the cash transaction
  3. Changed Invoice reference to ll UPPERCASE to help with reading
  4. Changed API Version to 14.90

3. Affected Areas:

  1. FMIS Integration for JIWA 7

4. The issue was caused by:

  1. Improvement

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


05 Jun 202303:58PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-06-2023 07:53 PM Time Taken: 33.00 Notes: ETC extended from: 07/06/2023 to 07/06/2023
The following tests were performed:

Test Setup Instructions:
  1. DEV Environment DEV-LINKSOFT connected to JIWA 7 on LinkQA4
Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Perform basic invoicing
Line Description Formatting change checks
Pass

2
Invoice Header Reference formatting checks
Pass

3Perform Colume testing. Create 1000 transactions per day for the full month of January 2023
Invoice in LinkSOFT - 1000 lines @ 58860. Tax: 4860.00. 
Pass
Invoice in JIWA- 1000 lines @ 58860. Tax: 4860.00. 
4
Verify Item 3 for each day in Jan 2023 and confirm the Invoice and Payments amount match
Pass

5
Perform LinkSOFT Sale with rounding and confirm Rounding passes into JIWA7
Pass

6
Activate all invoices in JIWA for the 1st Jan 2023

Pass

7
Using Sales Order Processes, Activate all other days in JIWA

Pass

Environment Details

  1. OS version: Win11
  2. Application version: 14.90
  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


14 Jun 202311:37AM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 16-06-2023 03:37 PM Time Taken: 1.00
QA Passed in Comment 4

If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12908 in the subject line of all emails regarding this issue.

Document size: 21.6 KB
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