Project

General

Profile

Edit Copy Actions
Copy link

Feature #381

open

Collection

Added by Junaid M 5 months ago. Updated 4 days ago.

Status:
Reopen Bugs
Priority:
Normal
Assignee:
Vivekp V
Target version:
22.12
Start date:
10/07/2024
Due date:
% Done:

50%

Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Collection
Tested By:
Code Reviewed By:

Files

Download all files
clipboard-202411081026-k2jap.png (44.5 KB) clipboard-202411081026-k2jap.png Theja Ponon, 11/08/2024 10:26 AM
clipboard-202501021430-7moof.png (158 KB) clipboard-202501021430-7moof.png Arathy PS, 01/02/2025 02:30 PM
clipboard-202502121029-l1ocm.png (137 KB) clipboard-202502121029-l1ocm.png Arathy PS, 02/12/2025 10:29 AM
clipboard-202502261532-8qfae.png (124 KB) clipboard-202502261532-8qfae.png Theja Ponon, 02/26/2025 03:32 PM
clipboard-202502261538-zeth3.png (122 KB) clipboard-202502261538-zeth3.png Theja Ponon, 02/26/2025 03:38 PM
clipboard-202502261607-ko6oi.png (106 KB) clipboard-202502261607-ko6oi.png Theja Ponon, 02/26/2025 04:07 PM
clipboard-202502261609-teqi9.png (107 KB) clipboard-202502261609-teqi9.png Theja Ponon, 02/26/2025 04:09 PM
clipboard-202502261610-dga6x.png (145 KB) clipboard-202502261610-dga6x.png Theja Ponon, 02/26/2025 04:10 PM
clipboard-202502261615-mkmpb.png (129 KB) clipboard-202502261615-mkmpb.png Theja Ponon, 02/26/2025 04:15 PM
clipboard-202502261624-ll6g1.png (170 KB) clipboard-202502261624-ll6g1.png Theja Ponon, 02/26/2025 04:24 PM
clipboard-202502281130-xaam2.png (110 KB) clipboard-202502281130-xaam2.png Arathy PS, 02/28/2025 11:30 AM
clipboard-202503101152-z1mtq.png (138 KB) clipboard-202503101152-z1mtq.png Arathy PS, 03/10/2025 11:52 AM
clipboard-202503131654-mkzua.png (156 KB) clipboard-202503131654-mkzua.png Theja Ponon, 03/13/2025 04:54 PM
clipboard-202503141541-ay39b.png (163 KB) clipboard-202503141541-ay39b.png Theja Ponon, 03/14/2025 03:41 PM
clipboard-202503141544-fyz9f.png (68.2 KB) clipboard-202503141544-fyz9f.png Theja Ponon, 03/14/2025 03:44 PM
clipboard-202503141552-72q6w.png (140 KB) clipboard-202503141552-72q6w.png Theja Ponon, 03/14/2025 03:52 PM
clipboard-202503141601-fslem.png (52.4 KB) clipboard-202503141601-fslem.png Theja Ponon, 03/14/2025 04:01 PM
Add

Subtasks

Add

Related issues

Actions
Copy link
 #1

Updated by Anil KV 5 months ago

  • Assignee changed from travvise Admin to Vivekp V
Actions
Copy link
 #2

Updated by Anil KV 5 months ago

  • Status changed from New to Ready for Coding
  • % Done changed from 0 to 20
Actions
Copy link
 #3

Updated by Vivekp V 5 months ago

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

Updated by Vivekp V 5 months ago

1. doc name CLN
2. show note tab only if after save that is when document id present
3. if branch from overdue list is all select then show "ALL"
4. collection status like Document Note Status
5.showing only outstanding debit
6. do not reuse the same bill submission and bill period for collection doc

QuoteActions
Copy link
 #5

Updated by Vivekp V 5 months ago

  • Status changed from Coding Started to Coding Done
  • % Done changed from 30 to 60

coding done

QuoteActions
Copy link
 #6

Updated by Theja Ponon 4 months ago

issue found
-----------------------
1.filter and search icon ,export pdf in the grid are not working
2.due date cannot cant be previous date
3.responsible user and the arrow should place little above
4.responsible user is not seen in edit mode if given
in document note created by is not updating in the grid

QuoteActions
Copy link
 #7

Updated by Vivekp V 4 months ago

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

issue FIXED
-----------------------
1.filter and search icon ,export pdf in the grid are not working
2.due date cannot cant be previous date
3.responsible user and the arrow should place little above
4.responsible user is not seen in edit mode if given
in document note created by is not updating in the grid

Actions
Copy link
 #8

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
QuoteActions
Copy link
 #9

Updated by Theja Ponon 4 months ago

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

ISSUE FIXED
-------------------
1)GROUPING IS NOT WORKING

Actions
Copy link
 #10

Updated by Vivekp V 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
Actions
Copy link
 #11

Updated by Theja Ponon 4 months ago

  • Status changed from Reopen Bugs Coding Done to Reopen Bugs
  • % Done changed from 70 to 50
Actions
Copy link
 #12

Updated by Vivekp V 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #13

Updated by Arathy PS 4 months ago

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

ISSUE FOUND
------------------------------------
1. While saving data due date changes to bill period end date.
2. Ticket voucher icon -- > ticket/voucher note.

Actions
Copy link
 #14

Updated by Vivekp V 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #15

Updated by Theja Ponon 4 months ago

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

ISSUE FIXED
-----------
1)RESPONSIBLE EMPLOYEE FIELD IS NOT GIVING SUGGESTIONS ON ENTRY

Actions
Copy link
 #16

Updated by Vivekp V 4 months ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #17

Updated by Theja Ponon 4 months ago

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

ISSUE FIXED
---------------
1)CANT ADD RESPONSIBLE EMPLOYEE

NEW CHANGES Done
-----------------
Add Status Selectbox values -> (Above Legal Action Start)
Next Level Process Start
Next Level Processing
Next Level Process Completed

Actions
Copy link
 #18

Updated by Vivekp V 4 months ago

  • Status changed from Reopen Bugs to New Changes
Actions
Copy link
 #19

Updated by Vivekp V 4 months ago

  • Status changed from New Changes to New Changes Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #20

Updated by Junaid M 4 months ago

NEW CHANGES
-------------------

Collection GUI Changes
=====================
-> Status loading from Collection Status GUI
->Master Change after Modified By: 
-Add Posting Status Also
- Penalty Amount Checkbox+Inputbox(Grouping)
*Checkbox Tick Means Enter the Amount is Penalty Otherwise List Total 
*Default Tick/Untick based on 'Set Payment Due Penalty->Each Invoice Wise'(OFF then Tick)
*Untick Case showing - List Penalty Amount
-List Penalty Amount: 0.00
-> Split Column 'Outstanding'-> 'Outstanding' | 'Current Outstanding'
-> Add Column 'Penalty Amount'(Allow to Edit), 'Over Due Days' after 'Current Outstanding'
-Need Total
->Keep Details in table
-doc id, sub doc id, currency, Outstanding amount, 'Penalty Amount', 'Over Due Days'
->Add 'Refresh' button in List Hededer - Title 'Re Caculate All Penalty Amounts'
->Add 'Set 0' button in List Hededer - Title 'Set 0 All Penalty Amounts'
->Keet Total Penalty Amount and Checkbox in Master table

->Posting
- If not posting Penalty Amount is 0
- 'Payment Due Penalty Amount Credit Income Account(Collection)' In mapping Account

Party Ac Debit
Income Ac Credit

Imp:-
->Saved Documnent(Dr) Showing Edit Mode in list
->If commes new then show also In List

-> Add a Tab 'Status'
# | Date | Ststus | Remarks | Resposible User | Credated By(User + Date time)

Ref #423

Actions
Copy link
 #21

Updated by Junaid M 4 months ago

  • Status changed from New Changes Coding Done to New Changes
  • % Done changed from 70 to 50
Actions
Copy link
 #22

Updated by Arathy PS 3 months ago

  • Status changed from New Changes to Reopen Bugs
QuoteActions
Copy link
 #23

Updated by Arathy PS 3 months ago

ISSUE FOUND
---------------------------------------
1. On clicking the go to collection icon from overdue list again after saving a collection it can be saved as a new collection.
2. Wrong data on overdue days column

QuoteActions
Copy link
 #24

Updated by Arathy PS 2 months ago

Forwarded from vivek
-------------------------
NEW CHANGES
----------------------------------
1. Add a Input box above customer for document submission no:
and on its focus out add if there is already a collection document then load it otherwise load details of the customer and the documents from document submission for creating a collection document.
--if the document is not overdue as per the date then ask whether you want to create collection even though its not overdue.

QuoteActions
Copy link
 #25

Updated by Arathy PS about 1 month ago

ISSUE FIXED
------------------------------
1. Can save same collection in two dates in two tabs.
2. Wrong over due days.

3. When an invalid document submission no: is entered after a valid doc submission no: data in the table is not clearing.

Actions
Copy link
 #26

Updated by Vivekp V about 1 month ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link Download all files
 #27

Updated by Theja Ponon 20 days ago

Issue Found
----------
1)On deleting a collection FIXEd

2)values in fields are missing after saving FIXED problem in Submission

3)currency disappear on updation FIXED problem in Submission
4)data in grid and sidebox are removing on changing the submission doc number FIXED problem in Submission

5)submission docs number removes after saving FIXED problem in Submission

6)Incorrect value in balance

Actions
Copy link
 #28

Updated by Vivekp V 20 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #29

Updated by Arathy PS 19 days ago

ISSUE FIXED
--------------------------
1. Miss matched overdue days in grid and collection data section.

2.Inactive documents amount is also showing in the collection.

Actions
Copy link
 #30

Updated by Vivekp V 16 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #31

Updated by Arathy PS 9 days ago

ISSUE FIXED
----------------------------
1. Even though we only submitted one document of a customer while submission while loading them collection non submitted documents are also showing.

Actions
Copy link
 #32

Updated by Vivekp V 8 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
QuoteActions
Copy link
 #33

Updated by Theja Ponon 5 days ago

Issue FIXED
------------
1)A random date is showing in date field when redirecting from overdue

Actions
Copy link
 #34

Updated by Vivekp V 5 days ago

  • Status changed from Reopen Bugs to Reopen Bugs Coding Done
  • % Done changed from 50 to 70
Actions
Copy link
 #35

Updated by Theja Ponon 5 days ago

QuoteActions
Copy link Download all files
 #37

Updated by Theja Ponon 4 days ago

Issue Found
---------
1)Incorrect value in total balance

2)Incorrect value in balance when grouping

3)Invalid submission doc number error message showing when redirecting form overdue to collection by clicking collection icon
4)Error message on adding two submission doc number in Submission Doc and focus out
5)Submission doc removes on edit mode


6)Issue on reloading the collection after any of the debit amount is settled
7)Can save multiple collection doc by redirecting fro overdue incase of payment term based on transaction date

Edit Copy Actions
Copy link

Also available in: Atom PDF