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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: Core
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Labels:None
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Sprint:CFAMX 2019R4 Sprint 5
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SCRUM Team:Brotherhood of Mutants
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Story Points:5
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Work Type Classification:Sustaining
Story
As an Operator performing my End of Month, I would like to only see my restaurants in the Expenses to Be Transferred section when I select a labor or wage account.
Details
Any account flagged as a labor or wage account should filter the store selector (store search) so only the Operators restaurants are displayed.
This logic will only filter an Operator's restaurants when a wage or labor account is selected. When a non-wage or labor account is selected, all restaurants should be displayed.
Notes
I think the best solution would be to move the Account Number column in front of the Restaurant selector. The Operator would select the Account, if it's a labor or wage account, only their available restaurants would be displayed.
Discussion 08/26/2019 -
There could be situations when a restaurant has an interim manager with no Operator assigned. The restaurant will be assigned to "Master" (OwnerEntityID of 3) instead of an Operator. This means any restaurants without an Operator will see all restaurants assigned to "Master" when they select a labor or wage account. If this is reported as an issue down the road, the solution will be to filter out any restaurants assigned to "Master" for the Operator.
Acceptance Criteria
- Confirm the Category drop-down is the first column on the Expenses to be Transferred Section.
- Confirm the Transfer To (Restaurant Selector) is disabled until a Category is selected.
- Confirm when a wage account is selected for the Category, we only allow selection of stores for the same Operator(OwnerEntityID) as the store the user is logged in under.
- Confirm when a labor account is selected for the Category, we only allow selection of stores for the same Operator(OwnerEntityID) as the store the user is logged in under.
- Confirm for Operators with only one location, the wage or labor accounts are not available for selection.
- Confirm for Operators with only one location, all other categories can be selected.
- Confirm the restaurant selector is not available until a category has been selected.
- Confirm when a non-wage account is selected, all restaurants are displayed in the store dropdown.
- implements
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CFAMX-4426 EOM - R4 - Month End Notes
- Closed
- relates to
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CFAMX-6088 EOM - Transfer Labor expense from one to many stores
- Closed