Feature #148: Supplier Overdue Report - TAAS - Redmine

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Feature #148

open

Supplier Overdue Report

Added by Anil KV about 2 years ago. Updated 10 days ago.

Status:

Reopen Bugs Coding Done

Priority:

Normal

Assignee:

Augustin Jose

Target version:

22.12

Start date:

02/02/2023

Due date:

% Done:

70%

Estimated time:

Owner(Agency):

Travvise

Time Taken(HH):

Module:

Supplier Overdue Report

Tested By:

unnikannan S

Code Reviewed By:

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Description

Coding Supplier Overdue Report

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SQL-SUP-OVERDUE.SQL (3.29 KB) SQL-SUP-OVERDUE.SQL		Junaid M, 02/28/2023 10:39 AM
clipboard-202501281630-0an53.png (78 KB) clipboard-202501281630-0an53.png		Theja Ponon, 01/28/2025 04:30 PM

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Updated by Junaid M about 2 years ago

Status changed from New to Open
% Done changed from 0 to 10

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Updated by Junaid M about 2 years ago

Assignee changed from Junaid M to Akash B

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Updated by Akash B about 2 years ago

Status changed from Open to Coding Started
% Done changed from 10 to 40

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Updated by Junaid M about 2 years ago

File SQL-SUP-OVERDUE.SQL SQL-SUP-OVERDUE.SQL added

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Updated by Akash B about 2 years ago

Status changed from Coding Started to Coding Done
% Done changed from 40 to 60

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Updated by Amal Cyriac about 2 years ago

Status changed from Coding Done to Reopen Bugs
% Done changed from 60 to 50
Tested By set to Amal Cyriac

ISSUE FOUND *****
1.Search results must be sort based on,

Payment Terms                        (Selection Box)                        
  Consider Matching Done After To Date (check box)
  Consider                             (Selection box)
  Debit & Credit                       (Check Box)

2.Show proper information on grid (Due Date -> Wrong Details)

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Updated by Akash B about 2 years ago

Status changed from Reopen Bugs to Particialy Coding Done
% Done changed from 50 to 40

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Updated by unnikannan S over 1 year ago

Status changed from Particialy Coding Done to Reopen Bugs
% Done changed from 40 to 50
Tested By changed from Amal Cyriac to unnikannan S

ISSUE FOUNDED

1.UI CRASHING WHILE SELECTING MODULE AND SEARCH
2.DROP OPTION MISSING FROM
CURRENCY,STATUS,MODULE
3.CHANGE REPORT LIST INTO LIST IN GRID
4.CHANGE TOOL TIP OF AS ON DATE INTO AS ON TRANSACTION DATE

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Updated by Junaid M over 1 year ago

Assignee changed from Akash B to Amal Siby

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#10

Updated by Amal Siby over 1 year ago

Bug Fixed.

Pending To Do
-----------------
=> Search to Do based on( Credit Limit, Credit Limit based On) According to New Changed In Supplier.
=> Module Sorting.

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#11

Updated by Amal Siby over 1 year ago

Status changed from Reopen Bugs to Reopen Bugs Coding Done
% Done changed from 50 to 60

Completed.

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#12

Updated by Seema Mathew over 1 year ago

Status changed from Reopen Bugs Coding Done to Reopen Bugs
% Done changed from 60 to 50
Tested By changed from unnikannan S to Seema Mathew

ISSUE FOUNDED****

1. MISSING ERASER FILTER TAB.
2. PAYMENT TERMS DATA MUST BE IN PRINT.

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#13

Updated by Amal Siby over 1 year ago

Status changed from Reopen Bugs to Reopen Bugs Coding Done
% Done changed from 50 to 60

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#14

Updated by unnikannan S over 1 year ago

ISSUE FOUNDED

1.SHOW ACT US CLIENT A/C'S DATA (BASED ON CONSIDER FILTER)
2.SHOW DATA BASED ON SELECTING PAYMENT TERMS ITEMS WITJOUT CHECK BOX

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#15

Updated by unnikannan S about 1 year ago

Status changed from Reopen Bugs Coding Done to Reopen Bugs
% Done changed from 60 to 50
Tested By changed from Seema Mathew to unnikannan S

ISSUE FOUNDED

1.SHOW DATA AS PER CHOOSEN PAYMENT TERMS BY SUPPLIERS ONLY
2.EFFECTIVE DATE IS MANDATORY
3.OUTSTANDING=UP TO AS ON DATE:NET OUTSTANDING
4.ADD A BLANK OPTION FOR PAYMENT TERMS FIELD
5.REDUCE CURRENCY COLUMN WIDTH IN LIST

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#16

Updated by Anil KV 12 months ago

Assignee changed from Amal Siby to Athul P

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#17

Updated by Junaid M 10 months ago

Status changed from Reopen Bugs to New Changes

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#18

Updated by Athul P 7 months ago

Status changed from New Changes to New Changes Coding Done
% Done changed from 50 to 70

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#19

Updated by unnikannan S 6 months ago

Status changed from New Changes Coding Done to Testing Done
% Done changed from 70 to 90

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#20

Updated by Anonymous 6 months ago

Assignee changed from Athul P to Junaid M

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#21

Updated by Junaid M 6 months ago

Workflow Changes [03/10/2024]
---------------------------------------------------------------------
Customer,Supplier Master:
1. In System Tab -> Credit Limit Based On -> Add validation, If "Credit Limit Amount" is given then "Credit Limit Based On" is mandatory.

Extra Credit Limit/Payment Days
---------------------------------------------------------------------
1. Split Extra Limit widget. Add Currency as label on right side

Customer Overdue/Supplier/Staff Overdue Report
---------------------------------------------------------------------
1. Add title if there is a start mark on widgets.
2. Add blank option in currency selectbox In Search filter area
3. Workflow change:- -> If Chooses Currency = "Ledger Currency" then only show overdue of accounts in which credit limit is set based on "Account Currency" 
                     -> If Chooses Currency = "Base1 Currency" then only show overdue of accounts in which credit limit is set based on "Base Currency" 
             -> If Chooses Currency = "Individual Currency" then only show overdue of accounts in which transaction currency is selected Currency.
             -> If Chooses Currency = "Blank Currency" option then only show overdue of accounts in all currency

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#22

Updated by Junaid M 6 months ago

Status changed from Testing Done to New Changes
% Done changed from 90 to 50

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#23

Updated by Arathy PS 4 months ago

Assignee changed from Junaid M to Vivekp V

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#24

Updated by Arathy PS 4 months ago

Status changed from New Changes to Reopen Bugs

NEW CHANGES DONE
---------------------------------------
1. Add an additional column 'Total Due Amount' with title: total due upto the end of bill period, also add title for due amount.
2. Add an option on the constrain: 'Overdue based on total due amount'(default tick) add title.

ISSUE FIXED
--------------------------------------------------
1. Data showing when calculation based on: 'debit & credit outstanding net' or 'debit & credit net' is selected and only debit entry is present for the selected as on and effective date then data is showing.

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#25

Updated by Vivekp V 4 months ago

Status changed from Reopen Bugs to Reopen Bugs Coding Done
% Done changed from 50 to 70

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#26

Updated by Arathy PS 2 months ago

Status changed from Reopen Bugs Coding Done to New Changes
% Done changed from 70 to 50

NEW CHANGES
-------------------------------------
1. The data in 'calculation based on' field should appear based on the admin settings.

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#27

Updated by Arathy PS 2 months ago

Assignee changed from Vivekp V to Augustin Jose

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#28

Updated by Augustin Jose 2 months ago

Status changed from New Changes to New Changes Coding Done
% Done changed from 50 to 70

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#29

Updated by Arathy PS 2 months ago

Status changed from New Changes Coding Done to New Changes
% Done changed from 70 to 50

New Changes
--------------------------------
1. Three new fields are added in the payment terms--Submission Date, Corporate Approved (Submission), Corporate Approved (Invoice).
-- Make corresponding changes here also
-- Discuss with vivek and anil

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#30