| Subject: | Add a Location Filter in the "Customer Fleet Statement" and "Customer Statement" Report |
| Summary: | Add Location Filter in Customer Fleet Statement and Customer Statement Report File. |
| Audit Notes: | Edited by sanjay on 26/09/22 10:02. Edited by sanjay on 25/09/22 09:48. Edited by sanjay on 02/09/22 14:09. Edited by sanjay on 15/08/22 10:47. Edited by sanjay on 11/08/22 11:15. Edited by sanjay on 11/08/22 11:12. Edited by sanjay on 18/07/22 14:38. Edited by sanjay on 12/10/21 10:14. Edited by sanjay on 27/09/21 12:55. Edited by vineet on 27/09/21 10:11. |
| 27 Sep 2021 | 10:11AM Comment 1 by Vineet (Link Business Solutions) ETC was changed from 28/09/2021 to 03/10/2021 |
| 27 Sep 2021 | 12:55PM Comment 2 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 27-09-2021 04:46 PM Time Taken: 1.00 |
| Hi Vineet, A customer Statement is supposed to reflect all transactions related to a customer. This seems like a very specific requirement. Can you use the Fleet Transaction listing which already has a Location Filter? Can we provide a data view instead? We can add the location but will have to charge for this change. The cost would be 4 hours. |
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| 27 Sep 2021 | 12:56PM Comment 3 by Sanjay (Link Technologies) This comment has been removed |
| 11 Oct 2021 | 11:30AM Comment 4 by Vineet (Link Business Solutions) This comment has been removed |
| 12 Oct 2021 | 08:06AM Comment 5 by Sanjay (Link Technologies) This comment has been removed |
| 12 Nov 2021 | 11:42AM Comment 6 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 15-11-2021 10:00 AM Time Taken: 0.25 Notes: Edited by sanjay on 26/09/22 10:01. |
| Hi Sanjay The client has confirmed they need the location filter on customer statements to be able to accommodate the filtering of Invoices for DOS Site Vendors. I hope this clarifies the requirement from the case header. Please do quote me for the same for approval.
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| 23 Nov 2021 | 09:27AM Comment 7 by Sanjay (Link Technologies) This comment has been removed |
| 18 Feb 2022 | 10:55AM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 18-02-2022 02:55 PM |
| We are closing this case as we believe it is either resolved or is no longer an issue. Please respond within 3 days if you have any concerns or wish to pursue this case further. Thank you. |
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| 18 Jul 2022 | 10:14AM Comment 9 by Vineet (Link Business Solutions) This comment has been removed |
| 18 Jul 2022 | 02:37PM Comment 10 by Sanjay (Link Technologies) Case L12587 added to project 14.01 |
| 27 Jul 2022 | 12:50PM Comment 11 by Vineet (Link Business Solutions) This comment has been removed |
| 27 Jul 2022 | 04:51PM Comment 12 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-08-2022 08:50 PM Time Taken: 1.00 Notes: ETC extended from: 03/10/2021 to 31/08/2022 |
| Assigned to project 14.01 |
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| 02 Sep 2022 | 03:42PM Comment 13 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 02-09-2022 02:11 PM Time Taken: 6.00 Notes: Edited by sanjay on 02/09/22 15:49. ETC extended from: 31/08/2022 to 02/09/2022 |
| Hi Vineet, - I can add a filter for Location on the Statement which can filter invoices for a specific location, however, Payments which could be unallocated therefore will appear in all locations.
- Since an invoice can have multiple locations, how do you want to handle this?
- How are payments to invoices with multiple locations handled?
- Can you add a test plan with the above three scenarios?
I cannot see how the statement report can display filtered invoices and still remain correct. Can you give me what your thoughts were on how to handle this keeping in mind the integrity of a statement document? I can create a data view instead which can be filtered by location which will be accurate as it won't have payment information. Let me know how you want to handle this.
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| 25 Sep 2022 | 09:47AM Comment 14 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-09-2022 09:45 AM Time Taken: 1.00 |
| Hi Vineet, we have not received a response in a while, therefore we are making the following change: - Add a filter o the statement called "Shift Location"
- When selected, this will filter specific locations where invoices were created
- The shift location is assigned bt the users default location.
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| 25 Sep 2022 | 04:20PM Comment 15 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-09-2022 10:08 AM Time Taken: 8.00 |
| PART A - Development work for this case has been completed. 1. The change will be available in version:14.10 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added "Shift location" filter to Fleet Statement Report
- Added "Shift Location" filter to Fleet Statement Data Grid
3. Affected Areas: - Customer Fleet Statement Report
4. The issue was caused by: - Change Request
5. Other Relevant Notes:
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
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| 27 Sep 2022 | 01:36PM Comment 16 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 07-10-2022 01:33 PM Time Taken: 3.00 |
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The following tests were performed:
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Create Fleet transactions for two locations, Main and Retail. Run Fleet Statement Report for no location
| All locations should appear in the statement report
| Pass
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| | 2 | Generate statement for MAIN location
| RETAIL location transactions should not show
| Pass
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| | 3 | Generate statement for RETAIL location
| MAIN location transactions should not show
| Pass
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Environment Details - OS version: Win11
- Application version: 14.10
- Setup on:
- Server: LinkQA4
- Database: LinkSOFT
- LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
- Login Details: Standard username and password for user "admin"
Next Step: Closure
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