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  1. CFA MX
  2. CFAMX-18722

CloudLink - New Country Specific Petty Cash Category Export files

    Details

    • Type: Story
    • Status: Open (View Workflow)
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Work Type Classification:
      Sustaining

      Description

      As a third party system I want receive one Petty Cash Category file per Country so that I can then distribute each file to the relevant POS systems

      Notes:

      • Today, one unique file is generated for each active store in InFORM and sent to the store every day
      • This request is to replace this store level integration with an above store integration, sending one file per country:
        • United States
        • Canada
        • Puerto Rico
      • Today, the data contained within the files, that is store specific, is also Country specific.
        • CA categories are not sent to US stores and vice versa
      • Confluence page for configuring categories by Country

      Production Server Manager config:

      Archived (sent) files, US vs CA

      Sample files, from Prod:

      • When this new interface is switched on, it will send to an S3 bucket, and the old job which Sends To Store will not be used

      Acceptance Criteria

      1. Confirm that there is a new mechanism to generate one Petty Cash Category file per country
        • I am not sure if this will be new, or some version/configuration of the old job, hence mechanism
      2. Confirm that the file naming convention is:
        • InFORMPettyCashCategory_United States (For United States)
        • InFORMPettyCashCategory_Canada (For Canada)
        • InFORMPettyCashCategory_Puerto Rico (For Puerto Rico)
      3. Confirm that if the same code is configured for each country, that code is included in each file
        • There will be multiple instances of the code, with a different Country, in the database [LedgerChartOfAccountsCountry]
      4. Confirm that if a code is only configured for a specific country, it is only included in the file for that country
      5. Confirm that the format of the file remains the same, as it is today (see examples above)
      6. Confirm that it is possible to generate files either the old way (one per store) or the new way (one per country)

        Attachments

        1. InformPettyCashCategories_04906_A_20220125_020823.xml
          23 kB
          Will Englefield
        2. InformPettyCashCategories_30001_A_20220125_020823.xml
          10 kB
          Will Englefield
        3. screenshot-1.png
          29 kB
          Will Englefield
        4. screenshot-2.png
          104 kB
          Will Englefield

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              • Assignee:
                Unassigned
                Reporter:
                will.englefield Will Englefield (Inactive)
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