Cust History > Add Sales History grid details

As a store manager I want to see the Sales History for a customer so that I can reconcile their account

Notes

• The Sales History grid should contain the following data:
  • Sales Date
  • Tender Type
  • Destination: Outside or Inside (Delivery/Pickup)
  • Transaction ID: As seen on POS Receipt viewer
  • Cashier: Cashier the sale is associated with from the POS
  • Gross Sales: Total amount of the sale including tax
  • Transaction Balance: Amount that remains to be paid on this sale
  • Age (Days): Number of days since sale occurred. Counter stops when transaction balance is 0.00.
  • Invoice #: Number entered on TBC/Outside Sales page
  • Paid: Display “N” or date on which the payment was made
  • Payment type: Collected sale payment type and check number (when available)
  • Uncollectible: Check box to mark balance as uncollectible
  • Invoice: Click “View” link to create a printable invoice (CFAMX-9999)

Acceptance Criteria

1. Confirm that the following columns are available in the grid:
   • Sales Date
   • Tender Type
   • Destination
   • Transaction ID
   • Cashier
   • Gross Sales
   • Transaction Balance
   • Age (Days)
   • Invoice #
   • Paid
   • Payment type
   • Uncollectible
   • Invoice
2. Confirm that data is displayed accurately in each of the columns
3. Confirm that the Uncollectible column is a checkbox (see CFAMX-9999) for more details
4. Confirm that there is a help icon displayed in the column heading for Uncollectible sales
   • Confirm that a help article can be configured for this icon
5. Confirm that the Invoice column is a clickable link that launches the Customer Invoice (CFAMX-9999)
6. Confirm that the same data, in terms of date/retention, that is pulled back in MMS is also pulled back in MxC