[CFAMX-2722] Tax Exempt Sales - Review process and provide a suitable solution - HotSchedules JIRA

Details

Type: Feature Request
Status: Closed (View Workflow)
Priority: Major
Resolution: Completed
Affects Version/s: None
Fix Version/s: CFA 2019R2
Component/s: POS
Labels:
- Polling
- TaxExemptSales

Description

The is a POS Polling Setting that dictates whether a customer is created or not.
When we switch this off in Production, the result was that Customers were not created for Tax Exempt Sales.

For these transactions the user manually enters the customer, the tax exempt account and the tax exempt Id.
These are store in Transaction Summary , as well as in the Customer table
- There doesn't appear to be any reason to store them in the Customer table, as the only report that uses them, pulls from Transaction Summary

Attachments

Issue Links

is implemented by

CFAMX-2724 Documentation

Closed

CFAMX-2727 Update Polling Engine to process of Tax Exempt Sales

Closed

CFAMX-2866 Update Tax Exempt Sales Report (Source of Tax Exempt Account Name)

Closed

CFAMX-2871 Update Tax Exempt Sales Export (Source of Tax Exempt Account Name)

Closed

CFAMX-2876 Tax Exempt Sales - Data Migration

Closed

CFAMX-2881 Make Updates to LiveLink around Loyalty Cards and Customer Records

Closed

(1 is implemented by)

Activity

People

Assignee:

Will Englefield (Inactive)

Reporter:

Will Englefield (Inactive)

Watchers:

0 Start watching this issue

Dates

Created:

Feb/28/19 9:11 AM

Updated:

Mar/27/19 2:25 PM

Resolved:

Mar/27/19 2:25 PM

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