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Feature #300

open

Staff Overdue Report

Added by Junaid M about 1 year ago. Updated 2 months ago.

Status:
New Changes
Priority:
Normal
Assignee:
Augustin Jose
Target version:
22.12
Start date:
02/05/2024
Due date:
% Done:

50%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Staff Overdue Report
Tested By:
Code Reviewed By:
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Description

Coding Staff Overdue Report

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 #1

Updated by Anil KV about 1 year ago

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

Ref Customer Overdue Report

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 #2

Updated by Anil KV 8 months ago

  • Status changed from Open to Ready for Coding
  • % Done changed from 10 to 20
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 #3

Updated by Athul P 7 months ago

  • Status changed from Ready for Coding to Coding Started
  • % Done changed from 20 to 30
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 #4

Updated by Athul P 7 months ago

  • Status changed from Coding Started to Reopen Bugs
  • % Done changed from 30 to 50
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 #5

Updated by Athul P 6 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
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 #6

Updated by Anonymous 6 months ago

  • Assignee changed from Athul P to Junaid M
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 #7

Updated by Junaid M 6 months ago

  • Status changed from Reopen Bugs Coding Done to New Changes
  • % Done changed from 70 to 50
Workflow Changes [03/10/2024]
---------------------------------------------------------------------
Customer,Supplier Master:
1. In System Tab -> Credit Limit Based On -> Add validation, If "Credit Limit Amount" is given then "Credit Limit Based On" is mandatory.

Extra Credit Limit/Payment Days
---------------------------------------------------------------------
1. Split Extra Limit widget. Add Currency as label on right side

Customer Overdue/Supplier/Staff Overdue Report
---------------------------------------------------------------------
1. Add title if there is a start mark on widgets.
2. Add blank option in currency selectbox In Search filter area
3. Workflow change:- -> If Chooses Currency = "Ledger Currency" then only show overdue of accounts in which credit limit is set based on "Account Currency" 
                     -> If Chooses Currency = "Base1 Currency" then only show overdue of accounts in which credit limit is set based on "Base Currency" 
             -> If Chooses Currency = "Individual Currency" then only show overdue of accounts in which transaction currency is selected Currency.
             -> If Chooses Currency = "Blank Currency" option then only show overdue of accounts in all currency
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 #8

Updated by Junaid M 2 months ago

  • Assignee changed from Junaid M to Vivekp V
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 #9

Updated by Arathy PS 2 months ago

  • Assignee changed from Vivekp V to Augustin Jose

NEW CHANGES
-------------------------------------
1. The data in 'calculation based on' field should appear based on the admin settings.

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 #10

Updated by Augustin Jose 2 months ago

  • Status changed from New Changes to New Changes Coding Done
  • % Done changed from 50 to 70
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 #11

Updated by Arathy PS 2 months ago

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

New Changes
--------------------------------
1. Three new fields are added in the payment terms--Submission Date, Corporate Approved (Submission), Corporate Approved (Invoice).
-- Make corresponding changes here also
-- Discuss with vivek and anil

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