Currently, Customer Sales are made up of To Be Collected (TBC) transactions and Outside Sales. CFA Accounting would like to remove Outside Sales from the Customer Sales concept so that only TBCs are considered Outside Sales. Outside Sales were originally considered a Customer Sale because of the Business Development Credit (BDC), which has since been retired. With the BDC no longer applied, there’s no need to be included in Customer Sales.

CFA will be changing the Foodtruck (formerly ADP) destination from DestinationId of 1000025 to 1000013 (Outside Sales). InFORM needs to be able to handle this updated DestinationId.

Requirements:

• Rename 'TBC/Outside Sales' tab to 'TBC Sales'
• Outside Sales do not appear on the TBC Sales tab unless they were tendered as TBC
• Outside Sales do not require a Customer assignment unless they were tendered as TBC
• Outside Sales do not appear on the Customer Sales Report unless they were tendered as TBC
• Daily Sales Report ‘TBC Sales’ column is not impacted
• Daily Sales Report ‘Net Outside Sales’ column is not impacted

Notes:

Confirm this: Outside Sale = Transaction with Destination of Delivery (DestinationId = 1000013)

New Development for R4

• InFORM will hide all Outside Sales (ie transactions with DestinationId=1000025 or 1000013) from the To Be Collected (TBC) page unless the transaction is tendered as TBC. (EXISTING)
• A new generic, placeholder Customer Account will be created for each location in the chain called “InFORM Systematic Customer for Outside Sales“. (CONFIGURATION)

1. This Customer Account will not be sent to the POS in the InformAccounts file (NEW DEV)
2. The user will not be able to delete or deactivate this generic account in the Customer Management page (NEW DEV)
3. This generic account assignment will not show up on the Outside Sales report. (NEW DEV)
4. On the backend, the system will apply the new, generic account to each Outside Sale that is not tendered as TBC. (NEW DEV)
5. Outside Sales not tendered as TBC are passed in the Cash Day Summary (CDS) in the same manner that they are today
   1. Charles to check if this requires NEW dev.

Generic Customer Update

We need to be able to create a generic "Customer" that will be assigned to every store in the environment. This customer has several attributes:

1. The customer is hidden from non-admin users. (Or all users)
2. The customer will be automatically assigned to any outside sales that does not include the tender type "TBC"
3. This customer is not sent back to the POS "InformAccounts" file.
4. The sales assigned to this customer do not populate the Outside Sales report