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Type:
Feature Request
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Status: Closed (View Workflow)
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Priority:
Major
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Resolution: Completed
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Affects Version/s: None
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Fix Version/s: CFA 2021R3
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Component/s: None
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Labels:None
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INF Reference Number:INF-12274
Directly From CFA Request
In order to reduce clicks on the user's side as wells as the number of manual FCR adjustments on the part of Treasury Accountants, CFA would like to make the following changes to the Closing Change Fund:
- When a variance exists, display a banner across the top of the page (similar to the banners across the top of the Collected Sales page or the “Forecasted Sales vs Net Sales” banner on the Finalize Day page) that reads: "Select the ‘Assign Variance to Cashier’ button at the bottom of the page to complete the Closing Change Fund". The intent of the banner is to instruct the user to select the Assign Variance to Cashier button at the bottom of the page.
- When the user selects the Assign Variance to Cashier button, display two banners across the top of the page that read: “A cashier must be selected to assign Change Fund variance” and “A comment must be entered before authorizing Closing Change Fund tab due to variance”. The banners should disappear once the user has completed the tasks. If the user has completed just one of the tasks, then only one of the banners should show.
- The Info icon on the “Assign Variance to Cashier” part of the page should read: “The Change Fund variance will be reflected as a cash overage (Paid Out) or cash shortage (Paid In) on the Daily Report associated with the cashier shift selected. The Paid Out or Paid In will be automatically generated once the Change Fund variance is assigned to a cashier.”
- When a Paid In/Out is created as a result of assigning a variance to a cashier, lock down edits to that Paid In/Out so the user cannot change/delete the record
Translation
- Story 1 - Add toast warning to closing change fund that displays when the over/short <> zero. This criteria can be true when the user opens the page or when the user makes adjustments to some fields in the page
- The This toast should call out the 'Assign Variance to Cashier" button.
- Story 2 - Add 2
toasts to the page that opens when the user clicks the Assign Variance to Cashier button. The intention of these toasts is to call out the required nature of the assign cashier selection and comments. - Story 3 - Change the text of the info icon by Change Fund Variance.
- Story 4 - Paid ins and paid outs created by assigning a cashier to a variance should be read only. Currently, the user can edit the selected cashier and delete the record.
JP Notes
- Update the "Authorize" button to an "Action" single select button
- Authorize - Disabled when the over/short <> zero and the user hasn't selected a cashier and added a comment
- Assign Variance to Cashier - Disabled when the over/short = zero
- This option navigates the user to the secondary page
- Reorder the page so that the Assign to Cashier button is below over/short and above comments.
- This button should be disabled if the over/short = zero. Right now, the button doesn't display at all in this case.
- Add red validation to the Assign Cashier button and the Comments field when no choice has been made and no comments entered.
- Reorder the assign variance page so that the cashier selection is at the top.
HLE
- Research and Development - 3
- QA - 2 days
- is implemented by
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CFAMX-13394 Closing Change Fund Update
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