| Subject: | Send Customer Fleet Statement and Customer Fleet Charges Directly to the Customer |
| Summary: | Section A - Describe what the request/issue is about
OTGL sends the Customer fleet statement, Customer Fleet Transaction listing, and sometimes customer fleet charges report directly to the Customer. For their convenience, they wish to schedule these to be automatically sent at the beginning of the new month. However, the report currently does not have the report email setup option as "PDF Attachment to each customer". It only has a Report Email Setup option as "PDF Attachment will be emailed to the user running the report" Section B - Cost Information: 1. Request Information ID | Description (*Required Fields) | Value | | 1 | Customer Name * | On the Go Limited
| | 3 | Cost Covered By * |
| | 4 | Workarounds? | Print to PDF and email to each customer
| | 5 | Date Required by * | v14.8 |
Section C - Provide a Test plan - List out at least two scenarios that will be used to verify - The below reports to have the email report option as "PDF Attachment to each customer" on Report Schedule:
- Customer fleet statement
- Customer Fleet Transaction listing
- Customer Fleet Charges
- When the report is emailed, it should be emailed to the customer email address similar to the Customer Statement Option.
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| Audit Notes: | Edited by sanjay on 21/06/23 15:26. Edited by sanjay on 19/06/23 13:26. Edited by sanjay on 19/06/23 13:25. Edited by sanjay on 06/06/23 14:10. Edited by sanjay on 02/06/23 17:11. Edited by sanjay on 23/05/23 10:35. Edited by sanjay on 23/05/23 10:34. Edited by sanjay on 23/05/23 10:34. Edited by vineet on 19/05/23 13:04. Edited by vineet on 19/05/23 13:04. |
| 23 May 2023 | 10:35AM Comment 1 by Sanjay (Link Technologies) Case L12902 added to project 15.00 |
| 23 May 2023 | 10:35AM Comment 2 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 02-06-2023 10:35 AM Time Taken: 1.00 Notes: ETC extended from: 19/05/2023 to 02/06/2023 |
| Added enhancement to the next release. |
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| 07 Jun 2023 | 02:49PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 16-06-2023 02:44 PM Time Taken: 22.00 Notes: ETC extended from: 02/06/2023 to 16/06/2023 |
| PART A - Development work for this case has been completed. 1. The change will be available in version:14.90 2. The following changes were made(Include Database object names, Program classes, and any other relevant information): - Added new "Schedule Report" option for Customer Fleet Statement to allow "PDF Attachment to each Fleet Customer"
- Changed Customer Fleet report to handle individual Email capability
- Change report criteria to include POSCASH if this code is within the customer range selected. Previously we hardcoded this exclusion.
- Centralised Fleet Transaction listing code to make "Data Grid" and "Fleet Statement Report" data consistent
3. Affected Areas: - Customer Fleet Statement Report
4. The issue was caused by: - Improvement
5. Other Relevant Notes: - The Report Schedule Subject does not handle input Parameters. I noticed that Demo Data has a "{@CustomerCode}" parameter which will not be replaced. The parameters need to be in the Body of the "Email Document Template".
6. Next Step (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT
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| 19 Jun 2023 | 01:25PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 16/06/2023 to 23/06/2023 |
| 19 Jun 2023 | 06:33PM Comment 5 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 23-06-2023 04:52 PM Time Taken: 1.50 |
| Bula Sanjay I have tested this on a copy of the client database in test mode and production mode. Email alerts are properly queued.
Environment Details: - Server: LINKQA4\CP1
- Database: CLIENT-OTGL-LinkSOFT-HQ
- Hosted on: http://10.0.0.18/Linksoft
- Version: 14.90.0608.Beta1
Please review and proceed to close |
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| 20 Jun 2023 | 10:27AM Comment 6 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-06-2023 10:26 AM |
| Thanks Vineet |
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