| Subject: | Customer Balance Listing to show sub total by customer type |
| Summary: | Bula Vinaka Team, JRWhite has requested to have a subtotal shown by customer type on the Customer Balance Listing report. They have advised that in their setup, customer type is set up by category and having a subtotal by customer type will enable them to determine which category of customer owe the biggest amount of money and so forth. Please review and advise. Regards
Aarti |
| Audit Notes: | |
| 09 Aug 2019 | 03:39PM Comment 1 by Alvis (Link Technologies) Case 11651 added to project 11.0 |
| 12 Aug 2019 | 10:52AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 12-08-2019 10:52 AM Time Taken: 3.50 |
| Development work for this case has been completed. The change will be available in version: 11.0.0812 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Added a filter to allow grouping by "Customer Type"
- Merged "Customer Balance - Age" and "Customer Balance Listing" reports
- Removed "Customer Balance - Age" report
- Refactored report to use the version 11 framework
2. The issue was caused by: - Improvement
3. Next Step: - UAT
4. Notes: |
|
| 16 Aug 2019 | 03:17PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 16-08-2019 03:17 PM Time Taken: 1.50 |
| For UAT |
|
| 19 Aug 2019 | 01:22PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-08-2019 01:22 PM Time Taken: 2.50 |
| 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 | Verify that the report name "Customer Balance Listing" is consistent | Pass | | 2 | Validate that the report labels are consistent with the report filters | Pass | | 3 | Validate that the "Customer Type" filter has been added | Pass | | 4 | Set the customer type for customer "Haisal" as "Staff". Generate the report with "Customer Type" as "Staff". This should print details of customer "Haisal" | Pass | | 5 | Generate the report which "Customer Type" as blank and "Group By Customer Type" as "Yes". This should show customer details by customer type. | Pass | | 6 | Process a credit sale for customer 0002 as below
- $135 worth of Credit Sale in August
- $105 worth Credit Sale in July
Percentage total for August should be 56.25% (135/240) and 43.75% (105/240) for July. | Pass | | 7 | Process a payment of $15.00 for the customer. Payment section should be updated with date 19/08/2019 and amount $15.00 Process second payment of $25.00 for the customer. Payment section should be updated with date 19/08/2019 and amount $25.00
| Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.0.0816
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step:
|
|
| 19 Aug 2019 | 03:16PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 19-08-2019 03:16 PM Time Taken: 2.50 Notes: Created from the WEB url sent to: rashna@linktechnologies.com.au |
| Hi Alvis, Please Add a blank selection for the "Customer Type" dropdown in the "Customer Balance Listing" report. Thanks |
|
| 20 Aug 2019 | 04:10PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 20-08-2019 04:10 PM Time Taken: 2.50 |
| A blank option has been included in the customer type lookup. |
|
| 21 Aug 2019 | 10:18AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 21-08-2019 10:18 AM Time Taken: 2.50 |
| 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 | Validate that "Blank" selection has been added to the list | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.0.821
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Closure
|
|
| 09 Oct 2019 | 08:17AM Comment 8 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - Cleared queue due to large number of calls |