Company: Link Technologies
Case No: L12191. Project: 12.30: LinkSOFT Version 12.30
Logged By: Alvis (Link Technologies) on 02 Mar 2021 04:45PM
Priority: Medium
Product: Framework
Group: Enhancement
Time Taken: 5.00 (Weight: 5.00)
Version: 12.32
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Tuesday, 02 March 2021 11:59 PM [1360 days since logged date]
Status: Closed
Subject: List of improvements in v12.32
Summary:    

The following improvements were done in v12.32:

  1. Removed duplicates in Delivery Batch Numbers in delivery search and lookups
  2. Returning a credit sale that had multiple payments allocated to it.
  3. Helpdesk Projects view performance improvements
  4. Validating Fleet and Driver PIN.
  5. Customer Requests - tracking of user-created/modified
  6. Points and payment amounts showing Loyalty adjustments and customer loyalty transaction reports.
  7. Customer Profile -> Invoice List -> removed VOID transactions from showing when "Show Closed Transactions" is unticked.
  8. Point of Sale -> Load Transaction Search -> Improvements to full-text search
  9. Display of validation messages when fleet credit limit is exceeded
Audit Notes:Edited by alvis on 03/03/21 08:27. 
03 Mar 202108:27AM Comment 1 by Alvis (Link Technologies) ETC was changed from 02/03/2021 to 02/03/2021
19 Mar 202111:34AM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 23-03-2021 11:33 AM
Can you update this case then assign to Rashna for UAT?

23 Mar 202109:33AM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 24-03-2021 08:00 AM Time Taken: 1.00
PART A - Development work for this case has been completed.

1. The change will be available in version:12.32.0302

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

  1. Point of Sale -> Delivery Management -> Process Deliveries -> Load(button)
    1. The "Search Delivery" grid was displaying duplicate batch numbers when a batch had items with different delivery statuses.
    2. Removed duplicates in Delivery Batch Numbers in delivery search and lookups in reports.
  2. Link Web -> Point of Sale -> Customer Profile -> Returns
    1. Returning a credit sale that had multiple payments allocated to it was incorrectly updating the invoice totals. 
    2. Corrected the issue by updating the invoice totals once after all the payments has been returned.
  3. Helpdesk -> Projects -> Project Details and Tasks 
    1. The editing of tasks in the project was slow.
    2. Refactored the data extraction points in Helpdesk Projects view to improve performance
    3. Removed cases not in a project entry from projects
  4. Fleet Management -> Validating PIN
    1. If a driver exists for a vehicle, the vehicle PIN alone will not be sufficient. The driver can be flagged as deleted or expired.
    2. Change To use vehicle PIN only, all drivers from the vehicle must be removed
  5. Customer Request -> Tracking of user-created, modified, submitted, approved, rejected, closed and deleted
  6. Link Web -> Point of Sale -> Customer Profile -> Invoice List
    1. removed VOID transactions from showing when "Show Closed Transactions" is unticked.
  7. Point of Sale -> Load Transaction Search -> Improvements to full-text search

    1. Changed full-text search to use customer table instead of view

  8. Point of Sale -> Scan fleet card -> Perform a credit sale that is exceeding the credit limit

    1. The validation message was not wrapping in POS. Forced new line breaks in the message so that it is displayed correctly in POS


3. Affected Areas:

  1. Delivery Management
    1. Point of Sale -> Delivery Management -> Process Deliveries -> Load(button)

    2. lookups in reports:

      1. Delivery Listing Report

      2. Delivery Docket 80mm

      3. Delivery Slip A4

  2. Link Web -> Point of Sale -> Customer Profile -> Returns. Choose a credit sale that has multiple payments.
  3. Helpdesk -> Projects -> Tasks -> Add/Edit/Delete
  4. Point of Sale -> Scan Fleet Card -> Validate PIN
    1. Vehicle with no drivers
    2. Vehicle with 1 driver
    3. Vehicle with 1 driver where the driver is marked as deleted.
  5. Customer Request processing -> Timestamp to show user/date of the actions.
  6. Link Web -> Point of Sale -> Customer Profile -> Invoice List -> Void transactions. use the show closed transactions flag to show/hide void transactions. 
  7. Point of Sale -> Load Transaction Search
    1. Search using customer details like a phone number
  8. Point of Sale -> Scan fleet card -> Perform a credit sale that is exceeding the credit limit -> review messages on screen

    4. The issue was caused by:

    1. Various issues identified and corrected.

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

    ----------------------

    PART B - Development Reference (Place descriptor for objects changed):

    1. Changes implemented was according to the approved design (Y/N):

    2. Other relevant notes:

    ------------------------

    Instructions:
    Before Development is started, ensure the following is ready:
    1. The case has a clear definition of the issue or change required
    2. A test plan is in place
    3. Change has been approved by Sanjay

    Note:
    a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
    b. UAT is performed using the installation provided

    23 Mar 202102:15PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 24-03-2021 01:10 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
    NoTest DescriptionPass/Fail
    1

    Delivery Management

    1. Create transaction 1 with delivery, add this to batch 1.
    2. Create transaction 2 with delivery, add this to batch 2.
    3. Update the status for batch 1 to "In Progress".
    4. Validate that duplicate batch numbers do not appear on:
      1. Process Delivery Screen

      2. Lookups in reports:

        1. Delivery Listing Report

        2. Delivery Docket 80mm

        3. Delivery Slip A4

    		Pass
    2

    Link Web -> Point of Sale -> Customer Profile -> Returns. Choose a credit sale that has multiple payments.

    1. Customer 0002 has a "Current Balance" of $237.80 and "Paid to Date" as $40.00.
    2. Process a credit sale for the customer worth $5000 with a payment of $1200.
    3. Process the second payment of $1000.
    4. At this point, the "Current Balance" should be $3037.80 and "Paid to Date" as $2240.00. 
    5. Process the return of the transaction, validate that the payments in 2 and 3 above are included in payment returns.
    6. Validate that the "Current Balance" is updated to $237.80 and "Paid to Date" as $40.00. 
    		Pass
    3

    Helpdesk -> Projects -> Tasks -> Add/Edit/Delete

    1. Create a new project.
    2. Add tasks for the project
    3. Edit Tasks
    4. Delete Tasks
    5. Validate that the above does not take too long.
    		Pass
    4

    Point of Sale -> Scan Fleet Card -> Validate PIN

    1. Create a customer CU00001.
    2. Add a fleet with a PIN of 3636.
    3. Login into LinkPOS and scan the card, the card should be scanned with PIN 3636.
    4. Add a driver to the fleet with the driver PIN as 5252.
    5. Login into LinkPOS and scan the card, the card should be scanned with PIN 36365252.
    6. Delete the driver record and remove the driver from the fleet.
    7. Login into LinkPOS and scan the card, the card should be scanned with PIN 3636.
    		Pass
    5

    Customer Request -> Tracking of user-created, modified, submitted, approved, rejected, closed, and deleted

    1. Create, Submit, Edit, Approve/Reject and delete requests.
    2. Validate that the "Timestamp" is updated with each action.
    		Pass
    6

    Link Web -> Point of Sale -> Customer Profile -> Invoice List -> Void transactions. use the show closed transactions flag to show/hide void transactions

    1. Add a credit sale for customer 0072 with item HD002.
    2. Delete the transaction.

    Unable to delete:

    Message - A field or property with name 'OriginalCustomerCode' was not found in the selected data source 

    7

    Point of Sale -> Load Transaction Search

    1. Search for "Keiraville NSW 2500" - This should load customer 0072.
    2. Search for "333"-  This should load customer 1293
    3. Search for "(07) 5667- 0899"-  This should load customer 1301
    		Pass
    8

    Point of Sale -> Scan fleet card -> Perform a credit sale that is exceeding the credit limit -> review messages on screen

    1. Set the limit for customer CU00001  as 0.
    2. Process a fleet sale of 500.
    3. Validate the limit access message is clear in LinkPOS
    		Pass

    Environment Details

    1. OS version: Windows Server 2012
    2. Application version: 12.32.0322BETA
    3. Setup: Demo
    4. Server : 10.0.0.14
    5. Database: LINKSOFT-DEMO-123

    Next Step: 

    1. For Review

      24 Mar 202111:20AM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 25-03-2021 11:18 AM Time Taken: 2.00
      Hi Rashna, item 6 has been corrected in 12.32.0324. Please proceed with UAT.

      25 Mar 202101:40PM Comment 6 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 26-03-2021 01:37 PM Time Taken: 0.50
      QA Results
      Tests carried out according to requirements specified on the case header

      Test Results Summary

      Table 1 - Summarised list of issues
      NoTest DescriptionPass/Fail
      1

      Link Web -> Point of Sale -> Customer Profile -> Invoice List -> Void transactions. use the show closed transactions flag to show/hide void transactions

      1. Add a credit sale for customer 0072 with item HD002.
      2. Delete the transaction.
      		Pass

      Environment Details

      1. OS version: Windows Server 2012
      2. Application version: 12.32.0324BETA
      3. Setup: Demo
      4. Server : 10.0.0.16
      5. Database: LINKSOFT

      Next Step: 

      1. For Review

        29 Mar 202110:13AM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-03-2021 10:10 AM Time Taken: 0.50

        Verified UAT results.

        Case assigned for closure.

        Thanks
        Rashna


        06 Apr 202101:22PM Comment 8 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 07-04-2021 01:12 PM
        Thanks Rashna

        If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12191 in the subject line of all emails regarding this issue.

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