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Type: Story
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Status: Closed (View Workflow)
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Resolution: Completed
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Affects Version/s: None
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Fix Version/s: CFA 2019R4
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Component/s: Customers
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Labels:
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Sprint:CFAMX 2019R4 Sprint 2, CFAMX 2019R4 Sprint 3
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SCRUM Team:Brotherhood of Mutants
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SOW (Time Tracking) Project:44918
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Work Type Classification:Sustaining
As an operator I want to be able to edit certain fields that are displayed in the Customer Sales (TBC/Outside Sales grid) so that I can fix data that was inaccurately recorded at the POS
Notes
- This is a follow up to
CFAMX-4078 - These data for these three fields should be editable:
- Account Name
- Invoice Number
- Description
- In addition to this the user should be able to initiate adding a new customer, and after doing so, be taken back to the Customer Sales page where they started
- Click on the pencil icon to initiate edits
Acceptance Criteria
- Confirm that after clicking on the pencil icon in a row, the modal is launched
- We need to determine at what point the pencil icon is no longer displayed, this may be something that we work through in Collected Sales, unless we can determine and document the rules, from MMS
- Confirm that the modal displays the Account Name, if recorded at the POS/previously edited
- Confirm that another customer/account name, which is associated to the store can be selected, and when saved updates the record
- Confirm that when the user returns to the Customer Sales page, and the data is displayed in the grid, any changes to the Account Name result in indicator being displayed to show that there was a change to that data
- Confirm that the modal displays the Invoice Number, if recorded at the POS/previously edited
- Confirm that the Invoice Number can be updated with alpha, numeric and special characters, with a max length of 30
- Confirm that when the user returns to the Customer Sales page, and the data is displayed in the grid, any changes to the Invoice Number result in indicator being displayed to show that there was a change to that data
- Confirm that the modal displays the Description, if recorded at the POS/previously edited
- Confirm that the Description can be updated with alpha, numeric and special characters, with a max length of 255
- Confirm that when the user returns to the Customer Sales page, and the data is displayed in the grid, any changes to the Description result in indicator being displayed to show that there was a change to that data
Confirm that clicking on Add New Customer takes the user to the Add New Customer page, used by Customer Managementmoved toCFAMX-4083Confirm that after adding a new customer successfully, and clicking on save, the user is returned to the Customer Sales page and the data in the grid is updated to reflect the new customer and there is an indicator displayed in the grid to show that there was a change in the datamoved toCFAMX-4083- Confirm that a TBC transaction can no longer be edited on the TBC/Outside Sales page when a collected sale is applied to the transaction OR the day is Finalized
Screenshot of how MMS displays edits, we user the User Icon in Ordering, as we didn't want to do it the MMS way, I am not sure what our options are here.
- implements
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CFAMX-4492 TBC - R4 - Re-write & redesign the TBC/Outside Sales in MXC
- Closed
- is blocked by
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CFAMX-5614 TBC Customer/Account can be saved without selecting an account when one previously existed
- Done
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CFAMX-5626 TBC Edit - Inactive Customer cannot be assigned to an active customer through TBC Page
- Done
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CFAMX-5615 TBC Description cannot be updated to 255 Characters
- Done
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CFAMX-5617 Cannot update TBC Invoice number alpha, numeric or special chars
- Done
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CFAMX-5668 2019.R4(S3)MxC TBC; Change accounts from a TBC with a partial payment
- Done
- is related to
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CFAMX-5616 TBC Page - No indicator when Description is changed
- Done