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Type:
Feature Request
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Status: Closed (View Workflow)
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Priority:
Major
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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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INF Reference Number:INF-3518
Re-design the Customer Sales pages in MXC to provide a more intuitive user experience. The overall business functionality will remain.
Detailed Listing of Requirements:
- The TBC/Outside Sales page displays the sales data of transactions that are tendered with the Tender Type of To Be Collected(TBC) on the Point of Sale(POS) or marked as an "outside sale" on the POS.
- The sales data is displayed in the following columns: Tender Type, Location, Account name, Gross Sales, Sales Tax, Tax Exempt, Cashier, Transaction ID, Invoice #, and Description.
- The following fields have a pencil icon next to them, indicating that I can edit them: Invoice #, and Description.
- The "Account Name" field allows me to choose all of the active customer accounts that the sale may be applied to. I also have the ability to add a new customer account from this field.
- When I add a new customer, I am prompted to enter the following customer information: Account Name, First Name, Last Name, Email, Phone, Street Address, City, State, Zip. The information entered here will be reflected on the Customer Management page. I can choose one of two actions: "Add Customer" and "Cancel". Adding the customer saves the information under the new customer account. Canceling closes out the pop up, discarding any information entered.
- I am able to sort the list of TBCs by the column headers (Example: If I want to group the TBCs by Cashier, all TBCs with Cashier "John Smith are displayed together, followed by all with Cashier "Karen Davis", etc.)
Some additional topics related to Customer Sales that were recently discussed internally are below--saving in this JIRA merely for discussion down the road; no specific action needed around these:
- Highlight current features in InFORM that can prevent mistakes on the front end
Link to google doc of User Steps and Flow of Information: https://docs.google.com/document/d/1bBPsjrX9cS2Adt1IZecuMHL132v6AzQHtxtfADdMzpk/edit?usp=sharing
Grant's Research & Recommendations:
Recommendations: [^InFORM - Customer Sales changes.docx]
Top ServiceNow complaints: [^Cust. Sales ServiceNow Report.xlsx]
| ServiceNow Complaint (3/1/18 - 4/30/18) | Occurrences | InFORM/POS |
|---|---|---|
| Collected sale applied to wrong account | 54 | InFORM |
| Added a duplicate collected sale | 15 | InFORM? |
| Adding an account to TBC/Outside sales | 5 | InFORM |
| Removing a collected sale | 5 | InFORM |
| Correcting a collected sale | 3 | InFORM |
| Inputting incorrect amount of sale | 3 | POS |
| Marking TBC as un-collectible | 2 | InFORM |
| Accidentally added a collected sale | 1 | POS |
| "Ringing sale up as a TBC but once it is paid, not applying it to the TBC" | 1 | POS |
| Entering wrong invoice number on a collected sale | 1 | InFORM |
| deleting a customer account in inFROM | 3 | InFORM |
| Removing a collected sale that was charged tax on | 3 | InFORM |
| Total | 96 |
MMS TBC task's confirmation query:
Custom:Mx.Services.WorkFlowTaskService,Mx.Services:CheckCustomerTbcOutsideSales
Begin Tran
update tbWorkFlowTasks
set ConfirmationQuery = 'Custom:Mx.Services.WorkFlowTaskService,Mx.Services:CheckCustomerTbcOutsideSales'
where Taskid = 72
--commit --rollback
- Clones
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- Closed
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- is implemented by
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CFAMX-3011 TBC - Augment/Create Load Tests
- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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- Closed
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CFAMX-5673
2019.R4(S3)MxC TBC: Add Customer Navigate away from Modal should act consistently
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- Done
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- relates to
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CFAMX-6850 TBC Page - Need seperate permissions to access the page in the Workflow vs displaying in the MxC Menu
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- Done
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- Done
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