| Subject: | Display Margin% and Margin $ on Product Master Beside Each Location |
| Summary: | Customer "Crazytwinz" is requesting that we display the Gross Profit Dollar Value and Gross Profit Percentage on Product Master beside each location. This should display profit based on the Valid Selling Price and Cost Method in use for that item. If GP is negative, display on red. Figure 1.1 Product Master Highlighting where to Display Gross Profit$ and Gross Profit Percentage 
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify
- Create an Item P001 Crest Chicken # 1.6
- Set Costing Method as Average
- Set the Tax code as TAXIN. (15% Tax)
- Price as $17.95
- Adjust in 10 at a cost of $15/Each
- GP$ to be shown on Product Master as $0.61 Selling Price VEP-Cost (17.95/1.15)-15
- GP Margin% to show as 3.91 (GP/Selling Price (VEP) * 100)
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| Audit Notes: | Edited by sanjay on 15/08/24 15:34. Edited by sanjay on 15/08/24 15:31. Edited by vineet on 13/08/24 15:01. Edited by sanjay on 13/08/24 11:15. Edited by sanjay on 23/07/24 15:08. Edited by sanjay on 18/07/24 11:48. Edited by sanjay on 28/05/24 10:32. Edited by sanjay on 17/05/24 15:03. Edited by sanjay on 03/05/24 10:31. Edited by sanjay on 03/05/24 09:25. |
| 03 May 2024 | 09:22AM Comment 1 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 08-05-2024 01:18 PM Time Taken: 2.00 Notes: ETC extended from: 01/05/2024 to 08/05/2024 |
| Hi Vineet, I will cleanup the case and add this to version 15.40. If you need it earlier, please quote 12 hrs development in version 15.30. |
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| 03 May 2024 | 09:24AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-08-2024 01:22 PM Time Taken: 1.00 |
| Hi Vineet, I will cleanup the case and add this to version 15.40. If you need it earlier, please quote 12 hrs development in the latest released version. Case added to 15.40. |
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| 03 May 2024 | 09:25AM Comment 3 by Sanjay (Link Technologies) Case L13028 added to project 15.40 |
| 17 May 2024 | 03:03PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 08/05/2024 to 31/07/2024 |
| 18 Jul 2024 | 11:47AM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 26-07-2024 11:47 AM Time Taken: 1.00 |
| Change moved to V15.5 due to urgent security updates. |
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| 18 Jul 2024 | 11:48AM Comment 6 by Sanjay (Link Technologies) Case L13028 added to project 15.50 |
| 13 Aug 2024 | 11:15AM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-08-2024 11:08 AM Time Taken: 2.00 Notes: Edited by sanjay on 13/08/24 11:17. |
| Morning Vineet, Re: Case L13028. Can you add the following:
1. Add at least 3 test cases and include TaxIN/Ex and Exempt 2. What formula are you using for the tags "GP%" and "GrossProfit". The ones you put doesn't consider any costs. The term GP stands for margin less direct costs, therefore we cannot use the term "Profit". Maybe use Margin instead. See case comments |
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| 13 Aug 2024 | 02:56PM Comment 8 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 23-08-2024 02:06 PM Time Taken: 1.00 Notes: ETC extended from: 31/07/2024 to 23/08/2024 |
| Hi Sanjay
Please find below the 3 items as requested: PartNo | Description | Tax Setup | SellingPrice (VEP) | Cost | GrossMargin | Margin% | CTA001 | Crazy Twin Normal Purchase Item - TaxInc $10.00 | Tax Inclusive (15% VAT) | $ 8.70 | 4.3478 | $ 4.35 | 50 | CTA002 | Crazy Twin Normal Purchase Item - TaxEx $10.00 | Tax Exclusive (15% VAT) | $ 10.00 | 5 | $ 5.00 | 50 | CTA003 | Crazy Twin Normal Purchase Item - Exempt $10.00 | Tax Exempted | $ 10.00 | 5 | $ 5.00 | 50 |
The formula used for calculation: - GrossMargin = Selling Price (VEP) - Cost
- Margin% = GrossMargin/SellingPrice (VEP)) * 100
The above setup is on:
Server: LINKAD
Database: DEMO-LinkSOFT-LBS
URL: https://linktechnologies.com.au/DEMO-LinkSOFT-LBS/ Thanks
Vineet Ram
222 0085 |
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| 14 Aug 2024 | 04:26PM Comment 9 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 23-08-2024 02:57 PM Time Taken: 12.00 |
| PART A - Development work for this case has been completed. 1. The change will be available in version: 15.50 2. The following changes were made (Include Database object names, Program classes, and any other relevant information): - Added the following three columns to Inventory Location View:
- Sell Price based on Quantity = 1. Tooltip: Excluding Tax
- Margin (Sell Price - Cost)
- Margin Percent (Sell Price - Cost)/Sell as a percentage
3. Affected Areas: - Inventory Master - Location View
4. The issue was caused by: - Enhancement
5. Other Relevant Notes: The Margin is based on "sell price" on a single item and excludes "Customer based" pricing.
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
Figure 1 - Inventory Master - Location View with three new columns
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| 05 Sep 2024 | 04:35PM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 13-09-2024 04:33 PM |
| UAT based on comment 9 above. |
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