Company: Link Technologies
Case No: L13027. Project: 15.40: LinkSOFT Version 15.40
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 01 May 2024 10:17AM
Priority: Low
Product: Point of Sale
Group: Enhancement
Time Taken: 18.00 (Weight: 16.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineet
Resolve By: Wednesday, 31 July 2024 12:30 PM [204 days since logged date]
Status: Closed
Subject: Update Product Master with the "Supplier" from the most recent "Purchase Receipt"
Summary:    

Currently, we only allow assigning one supplier on Product Master for each product. Customer "Crazytwinz" is requesting that Product master records be updated with the latest supplier once Purchase receiving is done.

I need a report to show the history of change in supplier by item. This report should show the product, Supplier Details, the Date the supplier was changed, and from what purchase receiving number.

Test plan - List out at least two scenarios that will be used to verify.
  1. For Product T001-Elaichi assign supplier SNS (Shop and Save) on Product Master
  2. Raise a Purchase Order for item T001 with the supplier as Hare Ram Traders
  3. Approve and receive this order
  4. After receiving, verify the Product Master for item T001, the supplier should be updated as Hare Ram-Traders.
Audit Notes:Edited by sanjay on 24/07/24 12:13. Edited by sanjay on 28/05/24 10:32. Edited by sanjay on 17/05/24 15:02. Edited by sanjay on 03/05/24 10:31. Edited by sanjay on 03/05/24 08:34. Edited by sanjay on 03/05/24 08:34. Edited by sanjay on 03/05/24 08:33. 
03 May 202408:32AM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-05-2024 12:30 PM Time Taken: 1.00 Notes: Edited by sanjay on 03/05/24 09:23. Edited by sanjay on 03/05/24 08:40. ETC extended from: 01/05/2024 to 07/05/2024

Hi Vineet, this seems like a good enhancement. 

I am happy to do this as part of version 15.40 which has a tentative release date of OCT 2024. 

If the client wants this earlier, please quote 16 hrs work for the latest released Version.

I will clean up the case header and place more details on the design in the next comment.


03 May 202408:33AM Comment 2 by Sanjay (Link Technologies) Case L13027 added to project 15.40
03 May 202408:42AM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-08-2024 08:34 AM Time Taken: 3.00 Notes: Edited by sanjay on 18/07/24 12:44. 

Design:

  1. Add a new configuration in menu "Company Administration ~> Configuration"
    1. Configuration Name: "ProductSupplierFromItemReceipt". Response Type: Yes/No
    2. Configuration Description: "When receiving Items in menu "Inventory ~> Purchase Receive", update the product Master with Supplier Code and keep history.
  2. Add a new NOTE to the Inventory Record when the "Purchase Receipt" changes the Supplier Code.

Case has been added to V15,40. Let me know if you need this earlier.


17 May 202403:02PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 07/05/2024 to 31/07/2024
18 Jul 202412:43PM Comment 5 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-09-2024 11:50 AM Time Taken: 8.00
PART A - Development work for this case has been completed.

1. The change will be available in version: 15.40

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

  1. Added new configuration named: "ProductSupplierFromItemReceipt" 
  2. When the "PO Receipt" is POSTED, we check the configuration in 2.1. above and change the Supplier code if and only if the configuration is set to "Yes"
  3. Add a note in the invenroty "Notes" section showing the supplier was changed by the Purchase Receipt. See figure 1 below.

3. Affected Areas:

  1. Purchase Receipt - POST

4. The issue was caused by:

  1. Functionality Enhancement

5. Other Relevant Notes: We changed the "Logging mechanism" to use "Notes" instead of a seperate table to keep with standard Practices.
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation):


Figure 1 - Note for Supplier Change


23 Jul 202402:20PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 02-08-2024 02:05 PM Time Taken: 6.00
The following tests were performed:

Test Setup Instructions:
  1. Standard Demo Environment
Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Set configuration "ProductSupplierFromItemReceipt" to "No". Purchase/Receive and Post a receipt for this item
Vendor on MasterFile should not change and no notes attached to masterfile as vendor has not changed.
Pass

2Set configuration "ProductSupplierFromItemReceipt" to "Yes". Purchase/Receive and Post a receipt for this item
If the "Purchase Vendor" is different from "MasterFile Vendor", the Vendor should change and a note should be on the Masterfile "Notes" section
Pass

Environment Details

  1. OS version: Win11
  2. Application version: 15.40
  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


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L13027 in the subject line of all emails regarding this issue.

Document size: 118.1 KB
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