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Feature #249

open

Staff Responsible Sales Report

Added by Anil KV over 1 year ago. Updated about 1 month ago.

Status:
Reopen Bugs Coding Done
Priority:
Normal
Assignee:
Target version:
Start date:
10/12/2023
Due date:
% Done:

70%

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

Description

Coding Staff Responsible Sales Report


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Related issues

Updated by Anil KV over 1 year ago

Solution
-Check SOA, Ledger Stament, Overdue Reports

1) GUI Change
-Rmove Issue Date
- Add Currency - Empty allowed (Default), Base1(***), QAR, SQR,...
-Sub Customer to Customer
- Add Consider Matching Done After To Date Checkbox - Default Tick
-Add Customer column in list after Issue Date
-Add Grouping in list title - No Grouping, Responsible Staff, Customer
2) SQL
if ((matched, Oustanding) or Consider Matching Done After To Date) then 
SELECT tr.fk_ledger_id,
    ac.vhr_account_code,
    ac.vhr_account_name,
    ac.vhr_display_name,

    tr.vhr_ledg_currency,
    tr.dbl_ledg_cur_debit,
    0.00 AS dbl_ledg_cur_matched,
    tr.dbl_base_cur_debit,
    0.00 AS dbl_base_cur_matched,

    doc.vhr_document_no,
    doc.dat_document,
    doc.dat_due
FROM transaction.tbl_transaction tr
    LEFT JOIN document.tbl_documents doc 
        ON tr.fk_documents_id = doc.pk_documents_id
            AND doc.int_sys_action_id != -1
    LEFT JOIN accounts.tbl_account AS ac
        ON tr.fk_ledger_id = ac.pk_account_id
WHERE tr.sin_record_type IN (3, 4)
    AND tr.vhr_sys_module_name = 'SALE'
    AND (doc.fk_responsible_user_id IS NOT NULL OR doc.fk_responsible_emp_id IS NOT NULL)
    AND tr.dbl_ledg_cur_debit > 0
    --...
ORDER BY doc.vhr_document_no, doc.dat_document
else
** JOIN Settlement LISKE SOA and Ledger stmt 

--Consider jsn_related_data - Take Ticket/Voucher No, Issue Date etc...
--if (overdue tick):
-- AND doc.dat_due < <TO_DATE>
--fk_responsible_emp_id -> Employee and Account

Actions #2

Updated by Anil KV over 1 year ago

  • Status changed from New to Open
  • Assignee changed from travvise Admin to Athul P
  • % Done changed from 0 to 10
Actions #3

Updated by Junaid M over 1 year ago

  • Assignee changed from Athul P to Amal Pious
Actions #4

Updated by Amal Pious over 1 year ago

  • Status changed from Open to Coding Started
  • % Done changed from 10 to 40
Actions #5

Updated by Amal Pious over 1 year ago

  • Start date changed from 07/09/2023 to 10/12/2023
Actions #6

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 Coding Done
  • Tested By set to unnikannan S

ISSUE FOUNDED

1.DUPLICATION IN DOCUMENTS
2.ADD BASE 1 QAR WISE CHANGE

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.DATA SHOWING ONLY FROM SALE MODULE
2.CHANGE UI NAME STATUS TO CONSIDER

Actions #9

Updated by Anil KV about 1 year ago

  • Assignee changed from Amal Pious to Aparna Mathew
Actions #10

Updated by Aparna Mathew 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.ADDED PERIOD DATE SHOWN AS PAST DATE IN LIST
2.ADD VALIDATION FOR AS ON DATE
3.REMOVE BLANK OPTION FROM CURRENCY FIELD

Actions #12

Updated by Aparna Mathew 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.NO DATA WHILE REDIRECTING TO DOCUMENTS FROM LIST
2.REMOVE PRINT STATUS ITEMS THAT NOT SHOWN IN UI
3.NO CHANGE IN AMOUNT FIELD WHILE CHANGING CURRENCY IN FILTER FIELD

Actions #14

Updated by Aparna Mathew 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.CORRECT THE WORK FLOW OF AS ON DATE WISE FILTER CHECKING WITH CONSIDER CHECKING CASE

Actions #17

Updated by Aparna Mathew 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.CLEAR SHOWING DISCOUNT DETAILS SEPERATELY ON LIST

Actions #19

Updated by Aparna Mathew 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 Arathy PS 6 months ago

ENHANCEMENT
---------------
Title Staff responsible sales ---> staff responsible sales report (ask junaid)

Actions #22

Updated by unnikannan S 6 months ago

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

Updated by Arathy PS 5 months ago

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

ISSUE FOUND
----------------------------------------
1. Voucher number not showing unless updated the sale.
2. Responsible employee filter not working.
3. Responsible employee name not showing in the grouping.
4. Can't tick or untick matched or outstanding field.

Actions #24

Updated by Aparna Mathew 5 months ago

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

Updated by Arathy PS about 2 months ago

  • Assignee changed from Aparna Mathew to Nawal Sidique

Updated by Arathy PS about 2 months ago

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

ISSUE FOUND
--------------------------------
FIXED - 1. Not getting data when searching while having sale documents with booking and issuing staff.

Actions #27

Updated by Nawal Sidique about 2 months ago

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

Updated by Arathy PS about 1 month ago

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

ISSUE FOUND - FIXED
------------------------
1. Data not showing for due date or due days for the documents with customers having payment terms.
2. Not showing refunded documents with booking or issuing staff.

Actions #29

Updated by Nawal Sidique about 1 month ago

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