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  1. CFA MX
  2. CFAMX-21582

Update to Outside Sales Report - Remove Cust. Name for Non-TBC Sales

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: CFA 2022R5
    • Component/s: None
    • Labels:
      None
    • Sprint:
      2022.R5 New Features Sprint 4
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      2
    • Work Type Classification:
      Sustaining

      Description

      Story

      As a user, I would like the outside sales report to not display the customer name when the sale is not tendered as TBC

      Details

      This is an update to the existing functionality based on CFA feedback.

      The goal is to display a blank record for Customers when an outside sale is not tendered as TBC.

      We do not want to remove the customer from these sales. We just do not want the customer to display in the Customer field of the outside sales report.

      AC

      If the Security Permission is OFF for the user (Operator type user)

      1. In the Outside Sales report, for any sale not tendered as TBC, the customer field is BLANK
      2. The customer is still assigned to these non-TBC outside sales types. We are only hiding the customer name in the Outside Sales report.

      If the Security Permission is ON for the user (Admin type users)

      1. All customer names are displayed in the Outside Sales report regardless of the tender type

        Attachments

          Issue Links

          implements

          Feature Request - CFAMX-18792 INF-12342 Remove Outside Sales from Customer Sales and send Foodtruck through Outside Sales

          • Major - Major loss of function.
          • Open
          Is Clone Of

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-22069 2022 R5 Sprint 4 Testing CLONE - Update to Outside Sales Report - Remove Cust. Name for Non-TBC Sales

          • Closed
          relates to

          Sprint Defect - CFAMX-21955 Outside Sales Report Column Name and Fields Display Incorrectly in CSV

          • Major - Major loss of function.
          • Open

            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 - 12h Original Estimate - 12h
                  12h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 12h 1m
                  12h 1m

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