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  1. CFA MX
  2. CFAMX-13368

ROUNDING: Add Rounded Value to the Daily Sales Report

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: CFA 2021R3
    • Component/s: None
    • Labels:
      None
    • Sprint:
      2021.R3 New Features Sprint 1
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      2
    • Work Type Classification:
      Sustaining

      Description

      Story

      As a user, I would like the rounded value added to the Daily Sales Report so that I can easily sum up and balance the totals in the report.

      Objectives

      • Add "Rounding" column to top report section
        • Column displays rounded cash values per cashier
      • Re-align report so that we can keep the top section on the same page with the new Rounding column

      Details

      The objective of this story is to add the rounded cash value, by cashier, to the Daily Sales Report.

      This value should be included in the top section. Ideally, we would be able to find enough space to keep all the columns in the top section and on the same page. It is understood that populating the dollar values in those columns stretches them out but we should squeeze down column titles where we can.

      Column Titles We Can Squeeze

      • CFA Card Sold
      • Paid Out
      • Paid in
      • Tips Paid In
      • TBC Sales

      It also looks like there is a small amount of space on the right hand margin that we can claim back.

      Can we consolidate the "Cash Over" and "Cash Short" columns to make room for the rounding column?

      CFA Update 2/18

      CFA has decided to remove the "Gift Cert Redeemed" column for all users in order to make room for the new "Rounding" column.

      AC

      Confirm

      1. The "Gift Cert Redeemed" column is removed from the report for all users.
      2. The Daily Sales Report includes a new column labeled "Rounding" in the top section after the "Cashier Deposit" column and before "Cash Over".
        1. This column is populated correctly with the rounded data per cashier
      3. This rounding value is only available to U.S. locations through a new configuration under Reporting -> Report ("Show Rounding Column/Details") Newly added change 2-18-2021

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              • Assignee:
                jason.powell Jason Powell
                Reporter:
                jason.powell Jason Powell
              • Watchers:
                1 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 14.5h
                  14.5h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 12h 5m Time Not Required
                  12h 5m

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