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Feature #216

open

Account Query

Added by Junaid M over 1 year ago. Updated about 1 month ago.

Status:
Reopen Bugs Coding Done
Priority:
Normal
Assignee:
Sreeranjini T
Target version:
22.12
Start date:
06/27/2023
Due date:
% Done:

70%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Account Query
Tested By:
unnikannan S
Code Reviewed By:
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Description

Coding Account Query

Files

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ACC-QUERY-SQL-SREERANJINIT.txt (6.54 KB) ACC-QUERY-SQL-SREERANJINIT.txt Junaid M, 08/05/2024 01:08 PM
clipboard-202412111536-x2ap4.png (127 KB) clipboard-202412111536-x2ap4.png Arathy PS, 12/11/2024 03:36 PM
clipboard-202502071235-kdfjq.png (109 KB) clipboard-202502071235-kdfjq.png Theja Ponon, 02/07/2025 12:35 PM
clipboard-202502071241-vduu8.png (25.4 KB) clipboard-202502071241-vduu8.png Theja Ponon, 02/07/2025 12:41 PM
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 #1

Updated by Anil KV 8 months ago

General:-

Name                        Code
Display Name                Phone
Address                     Email
Place                       ID Number & Expiry
City                        Passport No & Expiry
State                       TRN No
Country                     ZIP Code

Credit Limit[With Currency Code]      Corporate Booking Rules
Grace Period Days                     Receipt Mode       
Payment Terms                         LPO No Required
Bill Submission                       File Number Mandatory
Round Rule                            Sub Customer Mandatory

Main Ledger               Act As[Main Role, Act1, Act2..]
Branches                  Currency
Status                    ERP Code
Commission Agent          Phone
Address                   Email       
Counter Staff             Phone
Address                   Email       
Follow Staff             Phone
Address                   Email       
Reco Staff               Phone
Address                   Email       

Contact Person            Phone
Designation/Relation      Email

Contract List:-
- Check Customer Contract List
Security Document:-
- Check Customer Security Document

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 #2

Updated by Anil KV 8 months ago

Ledger Summary
Ref Ledger Summary popup from JV

Ledger Balance In QAR[Base1 Currency Code]: 0.000 Cr
Main Ledger/Currency | Debit | Credit | Closing Balance | Debit QAR[Base1 Currency Code] | Credit QAR[Base1 Currency Code] | Closing Balance QAR[Base1 Currency Code]
Need TOTAL [Currency Base, Last 3 column a Total]

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 #3

Updated by Anil KV 8 months ago

Note
Add new tab after Ledger Summary
Ref Ledger Summary popup from JV

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 #4

Updated by Anil KV 8 months ago

Attachment

Type | File Name | Date&Time

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 #5

Updated by Anil KV 8 months ago

Documents
Add Tab Before Attachment

Group:-
Sale
Refund
Receipt
Payment
Other
-Each Group Last 5 Documents showing

Columns like Document Search
- Remove Party column
- Remove Edit icon column

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 #6

Updated by Anil KV 8 months ago

Add Liked Account/Profile before Documents tab

Group:-
Pax Profile
Sub Customer
Sub Ledger
Counter Staff

Code | Name | Address | Phone | E-mail | Status

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 #7

Updated by Anil KV 8 months ago

NOTE:-
1) No Data then Hide Tab and Grid

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 #8

Updated by Anil KV 8 months ago

  • Status changed from New to Ready for Coding
  • % Done changed from 0 to 20
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 #9

Updated by Anil KV 8 months ago

  • Assignee changed from travvise Admin to Sreeranjini T
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 #10

Updated by Anonymous 8 months ago

Anil KV wrote in #note-7:

NOTE:-
1) No Data then Hide Tab and Grid

Anil KV wrote in #note-6:

Add Linked Account/Profile before Documents tab
[...]

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 #11

Updated by Junaid M 8 months ago

  • File ACC-QUERY-SQL-SREERANJINIT.txt added
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 #12

Updated by Junaid M 8 months ago

  • File deleted (ACC-QUERY-SQL-SREERANJINIT.txt)
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 #13

Updated by Junaid M 8 months ago

  • File ACC-QUERY-SQL-SREERANJINIT.txt added
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 #14

Updated by Junaid M 8 months ago

  • File deleted (ACC-QUERY-SQL-SREERANJINIT.txt)
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 #16

Updated by Sreeranjini T 7 months ago

  • Status changed from Ready for Coding to Coding Started
  • % Done changed from 20 to 30
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 #17

Updated by Sreeranjini T 7 months ago

  • Status changed from Coding Started to Coding Done
  • % Done changed from 30 to 60
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 #18

Updated by unnikannan S 7 months ago

  • Status changed from Coding Done to Testing Started
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 #19

Updated by unnikannan S 7 months ago

  • Status changed from Testing Started to Reopen Bugs
  • % Done changed from 60 to 50
  • Tested By set to unnikannan S

ISSUE FOUNDED

1.Show Data As Per Selected Accounts Dropdown
2.Red Star For Account Auto complete Field

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 #20

Updated by Sreeranjini T 7 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #21

Updated by unnikannan S 5 months ago

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

ISSUE FOUNDED

1.Missing Labels Security,Contract List Names From UI While Search With Accounts
2.Missing Data In Document Tab Accounts That Added In Credit Side

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 #22

Updated by Sreeranjini T 5 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #23

Updated by Theja Ponon 5 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50
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 #24

Updated by Theja Ponon 5 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #25

Updated by Theja Ponon 4 months ago

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

ISSUE FOUND
--------------------
1.credit limit is not updating in case of supplier

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 #26

Updated by Sreeranjini T 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #27

Updated by Theja Ponon 4 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #28

Updated by Arathy PS 4 months ago

  • Status changed from Reopen Bugs Testing Done to New Changes
  • % Done changed from 90 to 50
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 #29

Updated by Arathy PS 4 months ago

  • Status changed from New Changes to Reopen Bugs

NEW CHANGES
--------------------------------------
1. In the document tab show the last five documents (last 5 refund, last 5 receipt, last 5 Payment etc)
2. Change the title of that grid as 'some document list'.
3. After ledger summary add two new tabs 'Credit limit', 'Overdue'.
4. The data on credit limit tab should be taken from the credit limit tab of Extra Credit Limit/Payment Days module (refer Extra Credit Limit/Payment Days).
5. The data on overdue tab should be : bill submission, bill period, payment terms, payment date, grace days, due date, overdue days, currency, due amount (refer Customer Overdue Report ).
6. Remove grace period days, credit limit, payment terms, bill submission (check whether they are showing int the two new tabs)
7. Personal details in one block : Name, display name, address, place, city, state, country, code, phone, e mail, ID No: & expiry, passport no: & expiry, TRN no:, zip code.
8. S/M details in one block: corporate booking rules, receipt mode, Lpo no: required, File no: mandatory, round rule, sub customer mandatory, main ledger, act as, currency, branch, status, ERP code.
9. Commission agent in one block. (comm agent aress, phone no: email)
10. counter staff one block.
11. Follow staff in one block.
12. Reco staff in one block.
13. Contact person in one block.

ISSUE FOUND
----------------------------------------
1. Documents from cash sale are not showing.

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 #30

Updated by Sreeranjini T 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #31

Updated by Theja Ponon 4 months ago

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

ISSUE FOUND
-------------------
1)DATA IN THE GRID IS NOT CLEARED ON RESET
2)SEARCH RESULT IS ONLY GENERATING IF SEARCHING WITH CUSTOMER

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 #32

Updated by Sreeranjini T 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #33

Updated by Theja Ponon 4 months ago

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

ISSUE FOUND
-----------------
1)DATA IS NOT SHOWING WHEN SEARCHING WITH SUPPLIER

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 #34

Updated by Sreeranjini T 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #35

Updated by Theja Ponon 4 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #36

Updated by Arathy PS 3 months ago

  • Status changed from Reopen Bugs Testing Done to Reopen Bugs
  • % Done changed from 90 to 50

ISSUE FOUND
-------------------------------------------------------------
1. Not showing notes for accounts.
2. On linked pax profile the grouping is not correct.
3. On ledger summary tab it should be by default in expand form.
4. Sale and refund documents are missing from documents tab. -- for supplier account.
5.commission agent is not loading

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 #37

Updated by Sreeranjini T 3 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #38

Updated by Theja Ponon 3 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #39

Updated by Theja Ponon 3 months ago

  • Status changed from Reopen Bugs Testing Done to Reopen Bugs
  • % Done changed from 90 to 50

ISSUE FOUND
-----------------
1)Note given to the commission agent in its master is not show in account query

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 #40

Updated by Sreeranjini T 3 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #41

Updated by Theja Ponon 3 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #42

Updated by Arathy PS 3 months ago

ISSUE FOUND
-----------------------------------------------
1. Incorrect data in the document tab upon updating a document.

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 #43

Updated by Sreeranjini T 3 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #44

Updated by Theja Ponon 3 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #45

Updated by Arathy PS 2 months ago

  • Status changed from Reopen Bugs Testing Done to New Changes
  • % Done changed from 90 to 50

CHANGES
--------------------------------------------
1. Add redirection to the document and voucher numbers.

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 #46

Updated by Sreeranjini T 2 months ago

  • Status changed from New Changes to New Changes Coding Done
  • % Done changed from 50 to 70
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 #47

Updated by Theja Ponon 2 months ago

  • Status changed from New Changes Coding Done to New Changes Testing Done
  • % Done changed from 70 to 90
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 #48

Updated by Arathy PS 2 months ago

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

New Changes
---------------------
1. Give a blue star to document tab with title: showing only last 5 documents in each module.
2. Tab order note before attachment.

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 #49

Updated by Sreeranjini T 2 months ago

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

Updated by Theja Ponon about 2 months ago

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

Issue fixed
-------------
1)credit limit and due tab is not showing for credit limit setted accounts

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 #51

Updated by Sreeranjini T about 2 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #52

Updated by Theja Ponon about 2 months ago

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

Issue found
-------------
1)credit limit and due tab is not showing for credit limit setted accounts--already fixed

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 #53

Updated by Sreeranjini T about 2 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #54

Updated by Theja Ponon about 2 months ago

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

Issue found fixed
----------
1)credit limit and due tab is not showing for credit limit setted accounts

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 #55

Updated by Sreeranjini T about 2 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #56

Updated by Theja Ponon about 2 months ago

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

ISSUE FOUND
----------
1)Extra limit set through (Extra credit limit or payment term )module is not showing here - not need to fix(not a bug)

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 #57

Updated by Sreeranjini T about 2 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #58

Updated by Theja Ponon about 2 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs Testing Done
  • % Done changed from 70 to 90
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 #59

Updated by Arathy PS about 1 month ago

  • Status changed from Reopen Bugs Testing Done to Reopen Bugs
  • % Done changed from 90 to 50

ISSUE FOUND
-----------------------
1. Credit Limit & Due tab missing when we click on new button.

NEW CHANGES
------------------------
1. Add another column Outstanding amount then two sub column for credit and debit outstanding amount after closing balance column in ledger summary tab.

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 #60

Updated by Sreeranjini T about 1 month ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #61

Updated by Theja Ponon about 1 month ago

Issue FIXED
------------
1)Not showing in print

2)These fields value are showing without entering

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 #62

Updated by Sreeranjini T about 1 month ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #63

Updated by Sreeranjini T about 1 month ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50
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 #64

Updated by Sreeranjini T about 1 month ago

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