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  1. CFA MX
  2. CFAMX-293

Update logic when creating new monthly counts

    Details

    • Sprint:
      CFAMX 2019R1 Sprint 1, CFAMX 2019R1 Sprint 2
    • SOW (Time Tracking) Project:
      44786

      Description

      Story:
      As a user creating a monthly count, I would like the system to check the last applicable period closed and open a count for the next sequential applicable period.

      Details:
      Provide a mechanism that allows a user to enter a Monthly count for a past period, within the current periods count window. Inform the user, via a banner/toast message, that the count will be applied to a different period, specify which period that will be, and allow the user to record subsequent Monthly counts within that period, up to and including the current period.

      Acceptance Criteria:

      1. Confirm, that if it is prior to 15th day of the month, the system checks the last applicable period closed and opens a count for a sequential applicable period.
        • For example, if the store has not completed the monthly count process for March and April, and today is from May 1 to May 14th, when starting a Monthly Count, the count’s applicable period will be March.
        • Note: when the store completes March and April monthly counts, the monthly count menu link should disappear until it the 15th day of the current month.
      2. Confirm, that if it is on or after 15th day of the month, the system checks the last applicable period closed and opens a count for a sequential applicable period. For example, if the store has not completed monthly count process for March and April, and today is May 15th. When starting a Monthly Count, the count will be applied to the period of March.
        • Note: In this example the store should be able to complete monthly counts for March, April and May.
      3. Confirm, that logic around 15th day of the month doesn’t change when the store is not behind in closing EOM. The monthly count link is no longer displayed as an option once it has been completed for the current period. The next month's count becomes available on the 15th of the next month, and the Monthly count option re-displays at that time.
        • Confirm that monthly counts are locked after corresponding period is closed in the Chick-fil-A EOM application and that, as an user of InFORM, after applying the monthly count I should be able to complete corresponding month’s EOM
      4. Display a banner for delinquent counts.

       

      A/C accepted by Dev team on 9/7/18.

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              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                staten.putnal Staten Putnal (Inactive)
              • Watchers:
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                  Updated:
                  Resolved:

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