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  1. CFA MX
  2. CFAMX-2970

EOM - R3 - Report Set

    Details

      Description

      Report Set in MxConnect or a way to concatenate reports

      Details

      1. The following reports will be need in the EOM, as a single Report Section:
        • Monthly Check Register Web Service (no longer required)
        • Daily Report Summary Sheet
        • Monthly Sales Summary Report
        • Monthly Cash Payouts and OCR Summary Report Paid In & Paid Out Summary Report
        • Tax Exempt Sales Report
        • Customer Sales Report
        • Monthly D&G Report
        • Monthly Inventory Report
      2. Report Landing Page for EOM Reports
      3. Auto notification for EOM Reports
      4. Logic for queueing up the reports for EOM

       

       

      Currently reports come from Mx Web Service

      The report generation process is started by first calling http://www.macromatix.com/CfaEOM/IEOMService/GenerateReports.  This endpoint has three parameters:  storeNumber, businessPeriodDate, and reportNames (a list of strings).  The response returns a list of report IDs.

       
      Sample Report Set

      • Report Set.pdf
      • Note: the Monthly Check Register section will NOT be included in the report generated by InFORM

        Attachments

          Issue Links

          implements

          Feature Request - CFAMX-4431 EOM EPIC - (Crossing R3/R4) Used to link other features

          • Major - Major loss of function.
          • Closed
          is implemented by

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-3990 Research SPIKE - Investigate options to concatenate reports into single pdf

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4103 EOM Reports - Build UI section to deliver EOM Reports

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4108 EOM Reports - Daily Report Summary Sheet

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4113 EOM Reports - Monthly Sales Summary Report

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4118 EOM Reports- Paid In & Paid Out Summary

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4123 EOM Reports - Tax Exempt Sales Report

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4128 EOM Reports - Customer Sales Report

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4133 EOM Reports - Monthly D&G Report

          • Closed

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-4138 EOM Reports - Monthly Inventory Report

          • Closed

          Sprint Defect - CFAMX-4479 Hardening - Cannot download reports for previous months

          • Major - Major loss of function.
          • Done

            Activity

              People

              • Assignee:
                staten.putnal Staten Putnal (Inactive)
                Reporter:
                staten.putnal Staten Putnal (Inactive)
              • Watchers:
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                Dates

                • Created:
                  Updated:
                  Resolved:

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