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  1. CFA MX
  2. CFAMX-2727

Update Polling Engine to process of Tax Exempt Sales

    Details

    • Sprint:
      CFAMX 2019R2 Sprint 5
    • SCRUM Team:
      Brotherhood of Mutants
    • SOW (Time Tracking) Project:
      44918
    • Work Type Classification:
      Sustaining

      Description

      As a Product Owner I want the polling engine to be updated so that Tax Exempt Sales can be processed without referencing the Customer table

      Notes

      • Currently these is a config, AddNewCustomer, that stops the creation of Customers, this was turned off, with the side effect that Tax Exempt Sales customer data was not loaded into Transaction Summary
      • Need to Support Tax Exempt Sales outside of this configuration

      Acceptance Criteria

      1. Confirm that when a Tax Exempt Sale is processed the Customer data (customer, the tax exempt account and the tax exempt Id) is stored in the Transaction Summary and the Customer table is not referenced
      2. Confirm that customer details are not written into the transaction sales item for tax exempt sales
      3. Confirm that the Tax Exempt Report accurately reflects the transactions
      4. Confirm that Customer Sales/TBC still continue to function as expected after the change is made for Tax Exempt Sales
      5. Confirm that the script that is run by support to export this data is updated (if needed)

      Story breakdown notes

      1. Don't look at AddNewCustomer flag
      2. Confirm that the AddNewCustomer flag can be switched off and Tax Exempt sales are processed appropriately
      3. Currently the Customer Name goes into OtherInfo3, we should be putting the Tax Exempt Account Name into OtherInfo3 instead of the Customer
      4. Schema change/db script to migrate data from the Customer table, into TransactionSummary
      5. Update the Tax Exempt report to Read from TransactionSummary

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              • Assignee:
                charles.wheeler Charles Wheeler
                Reporter:
                will.englefield Will Englefield (Inactive)
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                Dates

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                  Updated:
                  Resolved:

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                  Original Estimate - 25h 40m
                  25h 40m
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