Feature #249
openStaff Responsible Sales Report
Added by Anil KV over 1 year ago. Updated about 1 month ago.
70%
Subtasks
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
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
Updated by Amal Pious over 1 year ago
- Status changed from Open to Coding Started
- % Done changed from 10 to 40
Updated by Amal Pious over 1 year ago
- Start date changed from 07/09/2023 to 10/12/2023
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
Updated by Anil KV about 1 year ago
- Assignee changed from Amal Pious to Aparna Mathew
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
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
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.CORRECT THE WORK FLOW OF AS ON DATE WISE FILTER CHECKING WITH CONSIDER CHECKING CASE
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
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 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.
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.
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.
Updated by Nawal Sidique about 1 month ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70