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Feature #228

open

Customer Sale & Refund Report

Added by Anil KV over 1 year ago. Updated 7 days ago.

Status:
Reopen Bugs Coding Done
Priority:
Normal
Target version:
Start date:
08/02/2023
Due date:
% Done:

70%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Customer Sale & Refund Report
Tested By:
unnikannan S
Code Reviewed By:

Description

Coding Sale & Refund Report


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Updated by Anil KV over 1 year ago

  • Subject changed from Sale & Refund Report to Customer Sale & Refund Report
  • Module changed from Sale & Refund Report to Customer Sale & Refund Report

Coding Customer Sale & Refund Report

Actions #2

Updated by Junaid M over 1 year ago

  • Assignee changed from travvise Admin to Amal Pious
Actions #3

Updated by Amal Pious over 1 year ago

  • Status changed from New to Coding Started
  • Start date changed from 07/09/2023 to 08/02/2023
  • % Done changed from 0 to 40

Updated by Anil KV over 1 year ago

Solution

*GUI CHanges
-Add Mege Checkbox like #234->Supplier Sale & Refund Report
-List Changes like #234->Supplier Sale & Refund Report
* Check DSR Sumary #222 and Details #221
1) GUI Changes
-Add Transaction Date(Default) in period
-Supplier label set title Main Supplier  and add blue *
*sale.tbl_ta_mod_of_sale->dat_posting
- Status changed to Consider and default Ticked items - Sale, Void(From Refund GUI), Refund
2) Summary Data 
-Remove Currency Column
-Add No Of Sales Items, No Of Refund Items, Net Items after Net Count
-Grouping Need a empty item - Default
-add Grouping Sel item -> Services
-Calculated based on Details Data
3) Details Data
Like DSR Details
Consider service.tbl_supp_doc_no->jsn_related_data field also
Customer where (sale.tbl_mod_of_sale->fk_customer_ac_id = 1 OR sale.tbl_mod_of_sale->fk_actual_customer_ac_id = 1)
4) SQL
Mainly focused -> service.tbl_supp_doc_no->jsn_related_data

IF CONSIDER SALE THEN
SELECT ....
FROM sale.tbl_mod_of_sale mofsm
    LEFT JOIN sale.tbl_sale_master sm
        ON mofsm.fk_sale_master_id = sm.pk_sale_master_id
    LEFT JOIN document.tbl_documents doc
        ON sm.fk_documents_id = doc.pk_documents_id
    LEFT JOIN sale.tbl_mod_of_sale_supp_doc mofsd
        ON mofsm.pk_mod_of_sale_id = mofsd.fk_mod_of_sale_id
    LEFT JOIN service.tbl_supp_doc_no spd
        ON mofsd.fk_supp_doc_no_id = spd.pk_supp_doc_no_id
    LEFT JOIN service.tbl_supp_doc_fare spdf 
        ON mofsd.fk_base_fare_id = spdf.pk_supp_doc_fare_id
WHERE doc.int_sys_action_id != -1
ORDER BY spd.dat_sale

IF CONSIDER REFUND or VOID(FROM REFUND GUI) THEN
UNION ALL
[REFUND]

IF CONSIDER ISSUE THEN
UNION ALL
SELECT 'Issue/Sale' AS str_type,
       sudn.sin_sys_sale_side_status,
    sudn.sin_sys_refund_side_status,
    ...
        sudn.jsn_related_data
FROM service.tbl_supp_doc_no sudn
    LEFT JOIN service.tbl_supp_doc_fare sudf
            ON sudn.fk_issue_base_fare_id = sudf.pk_supp_doc_fare_id --*1
WHERE sudn.sin_sys_sale_side_status = 1

IF CONSIDER CANCEL or VOID(Direct) THEN
UNION ALL
SELECT 'Cancel/Refund' AS str_type,
       sudn.sin_sys_sale_side_status,
    sudn.sin_sys_refund_side_status,
    ...
        sudn.jsn_related_data
FROM service.tbl_supp_doc_no sudn
    LEFT JOIN service.tbl_supp_doc_fare sudf
            ON sudn.fk_cancel_base_fare_id = sudf.pk_supp_doc_fare_id --*2
WHERE sin_sys_refund_side_status IN (1,3) -- 

Actions #5

Updated by Amal Pious over 1 year ago

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

Updated by unnikannan S over 1 year ago

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

ISSUE FOUNDED

1.NO DATA WHILE SEARCH WITH ISSUING STAFF

Actions #7

Updated by Amal Pious over 1 year ago

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

Updated by unnikannan S over 1 year ago

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

ISSUE FOUNDED

1.BASE 1 QAR WISE CHANGE

Updated by Amal Pious over 1 year ago

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

1.BASE 1 QAR WISE CHANGE - fixed.

Updated by unnikannan S over 1 year ago

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

ISSUE FOUNDED

1.MISSING SAVED SALE OTHER SERVICE VOUCHER DATA FROM SUMMARY TAB (SHOWING IN DETAILS TAB)

Actions #11

Updated by Anonymous over 1 year ago

  • Assignee changed from Amal Pious to Athul P
Actions #12

Updated by Athul P over 1 year ago

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

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.MISSING DATA THAT CHOOSEN VOID FROM REFUND GUI
2.ISSUE WHILE FILTERING WITH CONSIDER VOID OPTIONS
3.MISSING SERVICE NAME OF OTHER ISSUE VOUCHER
4.ARRANGE DETAILS ON THE BASIS OF DOC NO WHILE FILTERING WITH NO GROUPING
5.ERROR WHILE CHANGING CONSIDER FILTER OPTIONS

Actions #14

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.ERROR WHILE CHOOSING ISSUE/CANCEL DATE WISE FILTER SEARCH (42804: argument of AND must be type boolean, not type date)

Actions #16

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.SHOW CASH SALE DOCUMENTS DATA IN CASE (IF THE FOP IS NOT AN ACT AS CLIENT ACCOUNT)

Actions #18

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

TESTING DONE

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.SHOW DATA AS ON SELECTED PERIOD IN UI

Actions #21

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

TESTING DONE

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.SHOW ALL SAVED VOUCHERS IN NO.OF SALE ITEMS COLUMN IN LIST SHOWING AIR TICKET ONLY
2.REMOVE ALL SELECTION FROM DETAILS TAB
3.NO DATA WHILE FILTERING WITH CASH COUNTER,HOTEL NAME,CITY,REFERENCE,GDS WISE
4.SHOW CUSTOMER NAME IN LIST WHILE GROUPING FROM GRID

Actions #24

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

TESTING DONE

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.ERROR WHILE CHOOSING PRINT
2.REMOVE ALL SELECTION FROM DETAILS TAB
3.ADD MERGE CHECK BOX IN UI (REFFER- SUPPLIER SALE & REFUND REPORT)

Actions #27

Updated by Athul P about 1 year ago

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

Updated by unnikannan S about 1 year ago

TESTING DONE

Updated by unnikannan S about 1 year ago

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

ISSUE FOUNDED

1.SHOW DATA ON THE BASIS OF CUSTOMER CHOOSEN CURRENCY
2.CLEAR DETAILS DATA WHILE CHOOSING NEW/RESET BUTTON

Actions #30

Updated by Athul P about 1 year ago

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

Updated by Avinash MS 7 months ago

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

GUI Change
------------------------------------------------------
DONE -> Add Service Date in Date Dropdown

Actions #32

Updated by Athul P 7 months ago

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

Updated by unnikannan S 7 months ago

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

ISSUE FOUNDED

FIXED -> 1.Duplication Of Data In List While Updating Docs
FIXED -> 2.Correct Translation Of Service Date Consider (Supplier Sale & Refund)

Actions #34

Updated by Athul P 7 months ago

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

Updated by unnikannan S 7 months ago

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

ISSUE FOUNDED

FIXED -> 1.Showing Invalid Date Message In Case Of Selecting Current Dates
FIXED ->2.Showing Issue Data As Travel Date In Ticket List
FIXED ->3.Show Return Date Also
(Consider Supplier Sale And Refund Also)

Actions #36

Updated by Athul P 6 months ago

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

Updated by unnikannan S 6 months ago

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

ISSUE FOUNDED

1.Missing Data From Other Issue/Cancel Vouchers

Actions #38

Updated by Athul P 6 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
Actions #39

Updated by unnikannan S 6 months ago

  • Status changed from Reopen Bugs Coding Done to Testing Done
  • % Done changed from 70 to 90
Actions #40

Updated by Anonymous 6 months ago

  • Assignee changed from Athul P to Nithin PM

Updated by Arathy PS 4 months ago

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

ISSUE FOUND
---------------------------------------------------
1. Add redirection to ticket no: and document no:

NEW CHANGES
---------------------------------------------------
1. Add a new tab for package vouchers.

Actions #42

Updated by Nithin PM 3 months ago

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

Updated by Theja Ponon 3 months ago

ISSUE FOUND
---------------
1)PACKAGE IS NOT SHOWING IN THE GRID

Actions #44

Updated by Nithin PM 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
  • % Done changed from 70 to 50

issue found
-------------------
1)package tab items are not clear on reset

Actions #46

Updated by Nithin PM 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

ISSUE FOUND
---------------

Updated by Arathy PS 3 months ago

1. Sup Conf No not showing in the grid column.
2. Supplier charge not showing in the grid column (also refund charge).

Actions #49

Updated by Anil KV 3 months ago

  • Assignee changed from Nithin PM to Augustin Jose
Actions #50

Updated by Augustin Jose 3 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
Actions #51

Updated by Theja Ponon 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 12 days ago

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

ISSUE FOUND
---------------------
1. NO: OF ITEMS IN THE SUMMARY TAB IS WRONG (Sale has AR sharing).
2. When Search using the customer used in AR sharing of a Sale no data is showing.

Actions #53

Updated by Augustin Jose 7 days ago

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