Company: Link Technologies
Case No: L12800. Project: 14.20: LinkSOFT Version 14.20 - November 2022
Logged By: Vineshwar Prasad (Edge Business Solutions) on 15 Oct 2022 12:00PM
Priority: Medium
Product: Point of Sale
Group: New Feature
Time Taken: 11.00 (Weight: 11.00)
Assigned To: Development
Circulation: Development, Sanjay, Vineshwar Prasad
Resolve By: Monday, 31 October 2022 02:58 PM [768 days since logged date]
Status: Closed
Subject: Prompt for Additional Notes on Save
Summary:    
New Feature: Prompt for Additional Notes on Save when completing a Transaction in POS

Similar to POS Configuration -> General Setting 2 -> Prompt for additional notes on PARK
Audit Notes:Edited by sanjay on 19/10/22 09:41. Edited by sanjay on 19/10/22 09:32. 
19 Oct 202209:40AM Comment 1 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 01-12-2022 09:32 AM Time Taken: 2.00 Notes: Edited by sanjay on 19/10/22 14:58. ETC extended from: 18/10/2022 to 01/12/2022

Please review the helpdesk procedure for creating Change Requests and New features. We need a business case in the case header. I will add my thoughts here and will add this to 14.30.

Business Case:

  1. Service station customer wants to use the additional notes to capture additional information at the end of each sale.
  2. There are 4 additional notes fields which are customisable and the user wants to use them to capture the following:
    1. Header Additional Field 1 - Weigh Slip Number
    2. Header Additional Field 2 - Driver Name
    3. Header Additional Field 3 - Driver Licence number
  3. When a sale is made, the customer wants the system to prompt for additional notes so these details can be added before the transaction is saved
  4. There are no validation requirements at this stage

Workaround:

  1. The user needs to Remember to select Notes before completing the sale.

Justification:

  1. If the user forgets to add notes, data will not be captured. Prompt will be useful to remind the user

Design:

  1. Add a STATION Level configuration so that we can turn this on and off depending on the station.
  2. The default value is "Do Not Prompt"

19 Oct 202209:41AM Comment 2 by Sanjay (Link Technologies) Case L12800 added to project 14.20
19 Oct 202203:23PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-10-2022 02:58 PM Time Taken: 6.00 Notes: ETC extended from: 01/12/2022 to 31/10/2022
PART A - Development work for this case has been completed.

1. The change will be available in version: 14.20

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

  1. Added a new "Station Configuration" named "PromptNotesOnSave" Default = "N"
  2. On Save, if this setting is ON, the user will be prompted to enter Additional Notes

3. Affected Areas:

  1. POS Save Function

4. The issue was caused by:

  1. Change/Enhancement Requested by the user

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


21 Oct 202202:14PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 27-10-2022 02:12 PM Time Taken: 3.00
The following tests were performed:
    Table 1 - Test Results
    NoTest CaseExpected ResultPass/FailComments
    1Make a POS sale and complete the transaction
    "Additional Notes" should not prompt - Default behaviour
    Pass

    2Change settings "Prompt for additional notes on SAVE" to Y
    On Save, Additional Notes should Prompt
    Pass

    3
    The receipt report should show additional Notes
    Pass

    Environment Details

    1. OS version: Win11
    2. Application version: 14.20
    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: L12800 in the subject line of all emails regarding this issue.

    Document size: 10.3 KB
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