| Subject: | Restrict data flowing into FMIS systems by Customer Category and Location |
| Summary: | We have 20 Service Stations to accommodate the fuel needs of its customers. For the convenience of its Customers, the client has also made arrangements with third-party sites (Merchant Sites) where customers can fuel up at any of these Merchant Sites.
Since all transactions are processed on the same database, we need a way to prevent "Merchant Site" transactions from flowing into our FMIS system. We use the FMISSQL integration in LinkSOFt to integrate into JIWA. Can we add a rule to prevent "Location" and "Customer Group" data from flowing into JIWA? Section B - Below is a test plan using Mobil and OTGL as examples
Task | Business Scenario | Merchant Site|OTGL Site | Customer Category | Location | LocationMask | ReferenceNo | Record Sales in LinksoftHQ | Record Sales in Jiwa Financials |
1 | Energy Fiji Limited fills $100 Unleaded at Grace Road Navua | Merchant Site | MOBIL | GRNAVUA | GN | GNRC0000000298 | Yes | No |
2 | Energy Fiji Limited fills $120 Unleaded at On The Go Sigatoka Site | OTGL Site | MOBIL | SIG01 | SG | SGRC0000001021 | Yes | Yes |
3 | Energy Fiji Limited fills $100 Unleaded at Bridge Town Service Station | Merhant Site | MOBIL | BTB01 | GN | BTRC0000000401 | Yes | No |
4 | Link Business Solutions fills $100 Diesel at OTGL Regent | OTGL Site | OTGL | SUV02 | RG | RGRC0000006000 | Yes | Yes |
5 | Link Business Solutions fills $130 Unleaded at Grace Road Navua | Merchant Site | OTGL | GRNAVUA | GN | GNRC0000001000 | Yes | Yes |
6 | Link Business Solutions fills $90 Unleaded at Bridge Town Service Station | Mer chant Site | OTGL | BTB01 | GN | BTRC0000000401 | Yes | Yes |
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| Audit Notes: | Edited by sanjay on 26/09/22 10:14. Edited by sanjay on 15/08/22 10:42. Edited by sanjay on 18/07/22 14:42. Edited by sanjay on 23/05/22 13:51. |
| 23 May 2022 | 01:53PM Comment 1 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 23-05-2022 05:51 PM Time Taken: 2.00 |
| Hi Vineet, sounds like you want to limit the flow of FMIS transactions from HQ based on some criteria.
The most effective way would be to create a Plugin that allows you to define which transactions flow into FMIS.
Can you elaborate on what this criterion is? one seems to be the Customer Category, is the other the "User Organisation"? |
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| 07 Jun 2022 | 01:28PM Comment 2 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 07-06-2022 05:19 PM Time Taken: 0.50 Notes: Edited by sanjay on 26/09/22 10:14. |
| Bula Sanjay Client has given the below Criteria: - Customer Category
- Location
So going back to the case header, Customers with a Customer Category: "Mobil" buying from Merchant sites should not be recorded as a sale in OTGL Books (Financial Database). Hope this assists |
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| 08 Jun 2022 | 01:26PM Comment 3 by Sanjay (Link Technologies) Assigned To: Vineet (Link Business Solutions) Followup Date: 08-06-2022 05:21 PM Time Taken: 2.00 Notes: Edited by sanjay on 26/09/22 10:15. |
| Hi Vineet, We can add the following "Module Configuration" in menu "Integration ~> Integration Setup" in integration name "FMISSQLAPI" under Rule code "AccountsReceivableSalesOrder" - "Exclude.CustomerCategory"
- "Exclude.Location"
Thee will be CSV values so multiple items can be filtered. |
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| 10 Jun 2022 | 07:48AM Comment 4 by Vineet (Link Business Solutions) This comment has been removed |
| 18 Jul 2022 | 10:11AM Comment 5 by Vineet (Link Business Solutions) This comment has been removed |
| 18 Jul 2022 | 02:37PM Comment 6 by Sanjay (Link Technologies) Case L12727 added to project 14.01 |
| 27 Jul 2022 | 12:47PM Comment 7 by Vineet (Link Business Solutions) This comment has been removed |
| 27 Jul 2022 | 04:58PM Comment 8 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 31-08-2022 08:56 PM Time Taken: 1.00 Notes: ETC extended from: 21/05/2022 to 31/08/2022 |
| Assigned to project 14.01 |
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| 22 Sep 2022 | 06:11PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 28-09-2022 03:49 PM Time Taken: 32.00 |
| 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 to filters to Sales Order Processing in FMISSQLAPI
- ExcludeCustomerCategory
- ExcludeShiftLocation
- Configuration is CSV list, users can specify multiple categories and locations using CSV format
3. Affected Areas: - Sales Order Integration - Filtered by Customer Category AND/OR Shift Location
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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| 06 Oct 2022 | 01:36PM Comment 10 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 14-10-2022 01:24 PM Time Taken: 18.00 |
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The following tests were performed:
Test Setup Instructions: - Setup LinkSOFT integration to Jiwa using SQL API
- Setup two customers, one with Category WHOLESALE, another with category RETAIL
- Setup Two locations, Main and Retail
- Enable process POS024 - FMIS Integration for POS transactions
- Enable FMISAR - FMISSQLAPI
Table 1 - Test Results
| No | Test Case | Expected Result | Pass/Fail | Comments | | 1 | Without any Restrictions, process one transaction for each customer and each location
| All transactions should flow into FMIS
| Pass
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| | 2 | Add a Category filter for WHOLESALE in "Integration Setup ~> FMISSQLAPI ~> AccountsReceivableSalesOrder ~> ExcludeCustomerCategory". Perform two sales, one with customers in the category WHOLESALE and one with customers in the category RETAIL
| Customer Category Retail should go to FMIS, Wholesale should be marked with narration "Exclusion Applied"
| Pass
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| | 3 | Add a Location filter for location MAIN in a similar way to 2. above
| Transaction performed for SHIFT created in location MAIN should not flow through
| Pass
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| | 4 | Remove all filters and perform transactions
| All transactions should flow through
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| | 5 | Review event log and Sales Order View
| A clear indication showing which transactions have flowed through to FMIS should be visible
| Pass
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Environment Details - OS version: Win11
- Application version: 14.10 BETA5
- 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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