Feature #229
openCustomer Sales Analysis Report
90%
Subtasks
Related issues
Updated by Anil KV over 1 year ago
- Subject changed from Sales Analysis Report to Customer Sales Analysis Report
- Module changed from Sales Analysis Report to Customer Sales Analysis Report
Coding Customer Sales Analysis Report
Updated by Junaid M over 1 year ago
- Assignee changed from travvise Admin to Amal Pious
Updated by Amal Pious over 1 year ago
- Status changed from New to Coding Started
- Start date changed from 07/09/2023 to 08/01/2023
- % Done changed from 0 to 40
Updated by Anil KV over 1 year ago
Solutions
* Check Customer Sale & Refund Report #228 1) GUI Changes -Add Transaction Date(Default) in period *sale.tbl_ta_mod_of_sale->dat_posting -Supplier label set title Main Supplier and add blue * -Add Reference Employee also in Issuing Staff drop down - Add Sub Customer in Group By selectbox -Remove Merge checkbox - Status changed to Consider and default Ticked items - Sale, Void(From Refund GUI), Refund -Add No Of Sales Items, No Of Refund Items, Net Items after Net Count 2) SQL SELECT 'SALE' AS str_record_type, spd.fk_service_id, doc.fk_branch_id, doc.fk_department_id, COUNT(DISTINCT mofsm.fk_documents_id) AS int_document_count, mofsm.fk_sub_customer_id, COUNT(DISTINCT mofsd.fk_supp_doc_no_id) AS int_item_count, TO_CHAR(mofsm.dat_posting, 'Month-YYYY') AS str_month,--***Dynamic field dat_posting/dat_issue, dat_document[Refund] SUM(spdf.dbl_customer_price) AS dbl_amount, SUM(spdf.dbl_normal_profit) AS dbl_profit 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 GROUP BY doc.fk_branch_id, doc.fk_department_id, spd.fk_service_id, str_month, mofsm.fk_sub_customer_id UNION ALL [REFUND] ***dat_posting/dat_cancel, dat_document[Refund] *** Logic -doc.fk_branch_id, doc.fk_department_id, spd.fk_service_id, str_month, mofsm.fk_sub_customer_id wise diff list return form CS -Each item(doc.fk_branch_id, doc.fk_department_id, spd.fk_service_id, str_month, mofsm.fk_sub_customer_id) and str_record_type wise total(count, amount, profit)
Updated by Amal Pious over 1 year ago
- Status changed from Coding Started to Coding Done
- % Done changed from 40 to 60
Updated by Seema Mathew over 1 year ago
- Status changed from Coding Done to Reopen Bugs
- % Done changed from 60 to 50
- Tested By set to Seema Mathew
ISSUE FOUNDED **
1.MISSING DATA WHILE CHANGING GROUPING.
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.MISSING DATA WHILE CHANGING GROUPING. - 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
- Tested By changed from Seema Mathew to unnikannan S
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.SHOW DATA AS PER CHOOSEN CONSIDER OPTIONS
2.SHOW DATA AS PER CHOOSEN ACCOUNTCATEGORYS BY THE CUSTOMER IF THEY CHOOSED ANY ON OF THEM IN CUSTOMER MASTER MODULE/ACT AS CLIENT MODULES
Updated by Anonymous over 1 year ago
- Assignee changed from Amal Pious to Athul P
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 over 1 year ago
ISSUE FOUNDED
1.NOT CLEARING DELETED VOUCHERS DATA
2.NO DATA WHILE SEARCH WITH INDIVIDUAL CURRENCIES
3.NOT CLEARING DATAS IN GRID AND DROP DOWN OF CUSTOMER WHILE CHOOSING NEW BUTTON
4.ERROR IN ISSUE/CANCEL DATE WISE SEARCH
Updated by unnikannan S over 1 year ago
- Status changed from Reopen Bugs Coding Done to Reopen Bugs
- % Done changed from 60 to 50
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 over 1 year ago
ISSUE FOUNDED
1.DONT SHOW ALREADY SOLD/REFUNDED VOUCHERS IN SALE ITEMS AND CANCEL ITEMS LIST COLUMNS
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 SEARCH (42804: UNION types text and bigint cannot be matched) WHILE CHANGING CONSIDER FILTER OPTIONS
2.GLITCH IN UI WHILE SEARCH
3.ISSUE WHILE SEARCH WITH CONSIDER VOID OPTIONS
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)
TESTING DONE
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 DATA AS ON SELECTED PERIOD IN UI
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.CONSIDER ALL VOUCHERS IN NO.OF SALE LIST THOSE STATUS WHERE CHANGED TO SALE
2.INCREASE LENGTH OF HOTEL FILTER FIELD IN UI
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 Theja Ponon 4 months ago
- Status changed from Testing Done to Reopen Bugs
- % Done changed from 90 to 50
ISSUE FOUND
-----------------
1) Reset button not showing while grouping and not data is present.
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