TBC > Display data in grid

As a store manager viewing the TBC/Outside Sales page I wan tot see TBC transactions and Outside Sales transactions for the date I have selected

Notes

• Follow other Cash Management pages for the available dates/dates selected
• For a given business date, any TBC and/or Outside Sales Transactions should be displayed
  • TBC = To Be Collected Sale - This is a tender type
  • Outside Sale = Destination is Delivery
• Account Name, when edited should support searching through and displaying all customers associated to the store

Acceptance Criteria

1. Populate the grid developed in CFAMX-3587
2. Columns to include data: New 05/30 The following data points should be displayed:
   • Account Name (Note: this column needs to support data being updated)
   • Invoice Number (Note: this column needs to support data being updated)
   • Description (Note: this column needs to support data being updated)
   • Tender Type
   • Destination
   • Transaction ID
   • Gross Sales
   • Sales Tax
   • Tax Exempt
   • Cashier
3. Confirm that the page has a search box.    ^{*This is in CFAMX-3587}
4. Confirm the search box allows for searching by account name
5. Confirm the search box allows for searching by invoice number
6. Confirm the search box allows for searching by Cashier
7. Confirm the search box allows for searching by Transaction ID
8. Confirm the columns on the page will sort by ascending or descending order
9. Confirm upon page load, the page defaults to the current workflow date.
10. Confirm the page loads all TBC’s for the day.
11. Confirm the page loads all Outside Sales for the day.
12. Confirm the page displays the Account Name if entered on the Point of Sale.
13. Confirm the page displays the Invoice Number if entered on the Point of Sale.
14. Confirm the page displays a Description if one is entered.
15. Confirm the description can be changed and the changes will be retained.
16. Confirm the Account Name can be changed and the changes will be retained. (4/29 - Note: there is a story CFAMX-4083, that deals with Adding a NEW customer, but that is different to changing the Customer to an existing customer)
17. Confirm the Invoice Number can be changed and the changes will be retained.
18. Confirm the Tender Type of TBC is displayed for To Be Collected sales
19. Confirm the appropriate Tender Type is displayed for Outside sales.
20. Confirm the Destination of Inside is displayed for sales tagged with a destination of Inside on the POS.
21. Confirm the Destination of Outside is displayed for sales tagged with a destination of Outside on the POS.
22. Confirm the Transaction ID is displayed on the page.
23. Confirm the Gross Sales amount is displayed on the page.
24. Confirm the Gross Sales amount matches the amount entered on the Point of Sale.
25. Confirm the Transaction ID matches the transaction id of the sale on the Point of Sale.
26. Confirm the Sales Tax amount is displayed on the page.
27. Confirm the Sales Tax amount matches the amount of tax on the Point of Sale.
28. Confirm the Tax Exempt field has a “N” displayed for non tax exempt transactions.
29. Confirm the Tax Exempt field has a “Y” displayed for tax exempt transactions.
30. Confirm the Cashier is displayed on the page.
31. Confirm the Cashier displayed matches the cashier entered on the Point of Sale.
32. Confirm the Cashier’s shift number is displayed on the page.
33. Confirm the date can be changed with the calendar selector.
34. Confirm when a date is changed, the TBC/Outside sales for the day selected are loaded.
35. Confirm access to the page can be toggled on or off with a security permission.    ^{*This is in CFAMX-3587}
36. Confirm that a TBC transaction becomes uneditable on the TBC/Outside Sales page when a collected sale is applied to the transaction OR the day is Finalized