Feature #216
openAccount Query
Added by Junaid M over 1 year ago. Updated about 1 month ago.
70%
Files
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 |
Subtasks
Related issues
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
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]
Updated by Sreeranjini T 7 months ago
- Status changed from Ready for Coding to Coding Started
- % Done changed from 20 to 30
Updated by Sreeranjini T 7 months ago
- Status changed from Coding Started to Coding Done
- % Done changed from 30 to 60
Updated by Sreeranjini T 7 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 5 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
Updated by Theja Ponon 5 months ago
- Status changed from Reopen Bugs Coding Done to Reopen Bugs
- % Done changed from 70 to 50
Updated by Theja Ponon 5 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 4 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
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.
Updated by Sreeranjini T 4 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 4 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 4 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
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
Updated by Sreeranjini T 3 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
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
Updated by Sreeranjini T 3 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Arathy PS 3 months ago
- File clipboard-202412111536-x2ap4.png clipboard-202412111536-x2ap4.png added
- Status changed from Reopen Bugs Testing Done to Reopen Bugs
- % Done changed from 90 to 50
ISSUE FOUND
-----------------------------------------------
1. Incorrect data in the document tab upon updating a document.
Updated by Sreeranjini T 3 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 2 months ago
- Status changed from New Changes to New Changes Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T 2 months ago
- Status changed from New Changes to New Changes Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T about 2 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T about 2 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
Updated by Sreeranjini T about 2 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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)
Updated by Sreeranjini T about 2 months ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
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
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.
Updated by Sreeranjini T about 1 month ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
Updated by Theja Ponon about 1 month ago
- File clipboard-202502071235-kdfjq.png clipboard-202502071235-kdfjq.png added
- File clipboard-202502071241-vduu8.png clipboard-202502071241-vduu8.png added
- Status changed from Reopen Bugs Coding Done to Reopen Bugs
- % Done changed from 70 to 50
Issue FIXED
------------
1)Not showing in print
2)These fields value are showing without entering
Updated by Sreeranjini T about 1 month ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70
Updated by Sreeranjini T about 1 month ago
- Status changed from Reopen Bugs Coding Done to Reopen Bugs
- % Done changed from 70 to 50
Updated by Sreeranjini T about 1 month ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70