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Feature #229

open

Customer Sales Analysis Report

Added by Anil KV over 1 year ago. Updated 4 months ago.

Status:
Reopen Bugs Testing Done
Priority:
Normal
Assignee:
Target version:
Start date:
08/01/2023
Due date:
% Done:

90%

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

Description

Coding Sales Analysis Report


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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

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 08/01/2023
  • % 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)

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 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 Seema Mathew over 1 year ago

TESTING DONE

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

Actions #12

Updated by Anonymous over 1 year ago

  • Assignee changed from Amal Pious to Athul P
Actions #13

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

Actions #15

Updated by unnikannan S over 1 year ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 60 to 50
Actions #16

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

Actions #19

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

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

  • 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 #23

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.CONSIDER ALL VOUCHERS IN NO.OF SALE LIST THOSE STATUS WHERE CHANGED TO SALE
2.INCREASE LENGTH OF HOTEL FILTER FIELD IN UI

Actions #26

Updated by Athul P about 1 year ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 60
Actions #27

Updated by Anonymous 6 months ago

  • Assignee changed from Athul P to Nithin PM
Actions #28

Updated by unnikannan S 5 months ago

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

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.

Actions #30

Updated by Nithin PM 4 months ago

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

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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