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  1. CFA MX
  2. CFAMX-20772

Hide and Display System Generated Customer Sales in Outside Sales Report

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: CFA 2022R4
    • Component/s: None
    • Labels:
      None
    • Sprint:
      2022.R4 New Features Sprint 3
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      3
    • Work Type Classification:
      Sustaining

      Description

      Story

      As a user, I do not want to see sales rows in the Outside Sales report that are assigned to the "InFORM Systematic Customer for Outside Sales"

      Details

      For this story we will create a check box in the outside sales report that lets the user choose to include or exclude outside sales assigned to the hidden "InFORM Systematic Customer for Outside Sales" customer.

      How users without permission to see hidden customers should see the report UI

      How users with permission to see hidden customers should see the report UI

      The functionality should to interact with the checkbox should be controlled by the "Hidden Customer" security item.

      AC

      1. User with permission can see the new checkbox in the Outside Sales report.
      2. The checkbox is unchecked by default and returns to unchecked if the page is reloaded.
      3. The report does not include outside sales assigned to the "InFORM Systematic Customer for Outside Sales" for users who don't have permission to view the checkbox.
      4. With the checkbox selected, the report includes sales assigned to the hidden "nFORM Systematic Customer for Outside Sales"
      5. With the checkbox unselected, the report does not include outside sales assigned to the hidden "nFORM Systematic Customer for Outside Sales" customer.

        Attachments

        1. WithPermsToSeeHiddenCustomers.png
          WithPermsToSeeHiddenCustomers.png
          151 kB
        2. WithoutPerms.png
          WithoutPerms.png
          124 kB
        3. HiddenCustomers.png
          HiddenCustomers.png
          900 kB
        4. CheckboxForReports.png
          CheckboxForReports.png
          144 kB

          Issue Links

            Activity

              People

              • 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 - 17h Original Estimate - 17h
                  17h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 18h 2m
                  18h 2m

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