[CFAMX-5958] CM - Collected Sales - MxC - Re-write & redesign the Collected Sales Page in MXC - HotSchedules JIRA

Details

Type: Feature Request
Status: Closed (View Workflow)
Priority: Major
Resolution: Completed
Affects Version/s: None
Fix Version/s: CFA 2020R1, CFA 2020R2
Component/s: CollectedSales
Labels:
- CollectedSales

Links:

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Requirements Document: https://docs.google.com/document/d/1_5rUuM8ASiWSK4HqyyMNp3csLZHiSxgp9c7MuWbnAKk/edit

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Requirements Document: https://docs.google.com/document/d/1_5rUuM8ASiWSK4HqyyMNp3csLZHiSxgp9c7MuWbnAKk/edit
HLE (1 man day = 8 hrs):
100
INF Reference Number:
INF-11461

Description

Requirements document:

https://docs.google.com/document/d/1_5rUuM8ASiWSK4HqyyMNp3csLZHiSxgp9c7MuWbnAKk/edit?usp=sharing

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Configuration

Configuration Setting:
- Mobile > Administration > Allow Access to Collected Sales
Security Settings:
- Mobile > Financial - Customer Sales - Can Access
- Mobile > Financial - Customer Sales - Can View Menu Item

Detailed Listing of Requirements:

The Collected Sales page displays payments that are received from customers who have an open invoice as a result of an earlier To Be Collected (TBC) transaction.
I have the ability to view Collected Sales that have already been applied to a customer account, as well as Collected Sales that are still unapplied.
When viewing unapplied Collected Sales, I can choose a customer account and view that account's open invoices (while still viewing the unapplied Collected Sales on the same page). I can then apply the unapplied Collected Sales to any open invoice.
I can "split" a collected sale between multiple open invoices within one customer account as well as multiple open invoices between different customer accounts.
The changes made to a customer account on the Collected Sales page are reflected on the Customer Management page under that same customer account.

Re-design the Customer Sales pages in MXC to provide a more intuitive user experience. The overall business functionality will remain.

Additional changes to be implemented with this re-design are:

INF-1837: CM MxC - During MXC Redesign of Cust Sales: Auto code Customer Sales overpayment Paid Out records to the "A/R Customer Sales" categoryCANCELED - Auto code Customer Sales overpayment Paid Out records to the "A/R Customer Sales" category
INF-2178: CM MxC - During MXC Redesign of Cust Sales: Collected Sales enhancement: auto select the collected sale if only one sale existsCANCELED - Collected Sales enhancement: auto select the collected sale if only one sale exists
INF-1932: CM MxC - During MXC Redesign of Cust Sales: Add an "Applied" box that shows the running total of applied amounts toward invoicesCANCELED - Add an "Applied" box that shows the running total of applied amounts toward invoices
INF-7227: CM MxC - During MXC Redesign of Cust Sales: Improve the intuitiveness of Collected sales that have customer account entered from POSCANCELED - Improve the intuitiveness of Collected sales that have customer account entered from POS

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:

POS prompt warning Team Members when they may be inputting a duplicate payment for a Collected Sale
POS and InFORM enhancement which filters only on customers with outstanding balances in regards to Collected Sales
InFORM enhancement to show detail of applied payments to make errors more visible for Team Members before finalizing day
Change wording on InFORM’s Collected Sale screen to clearly define overpayments/credit balances (e.g., pay out to customer, apply credit to future TBC)
Highlight current features in InFORM that can prevent mistakes on the front end

TBC/Outside Sales & Collected Sales Happy-Path User Steps & Flow of Information
https://docs.google.com/document/d/1bBPsjrX9cS2Adt1IZecuMHL132v6AzQHtxtfADdMzpk/edit

Attachments

Issue Links

is implemented by

CFAMX-4531 Collected Sale - Overpayment/Credit/TBC Refunded

Closed

CFAMX-5959 Collected Sales - Augment/Create Load Tests

Closed

CFAMX-5960 CM MxC Collected Sales - Documentation

Closed

CFAMX-6662 Collected Sales > New page and permissions

Closed

CFAMX-6669 Collected Sales > Populate Collected Sales Data in the grid

Closed

CFAMX-6674 Collected Sales > Search and Filter Data in grid

Closed

CFAMX-6679 Collected Sales > Select Collected Sale

Closed

CFAMX-6684 Collected Sales - Apply Payment > Display Account & Collected Sale details

Closed

CFAMX-6689 Collected Sales > Confirm/Select Customer

Closed

CFAMX-6728 TBC/Collected Sales Code Optimization

Closed

CFAMX-6776 Collected Sales - Apply Payment > Add new page

Closed

CFAMX-6813 Collected Sales > Collected Sales History - New page and permissions

Closed

CFAMX-6825 Collected Sales > Collected Sales History display data/history

Closed

CFAMX-6984 Collected Sales > Apply Payment UI > iPad Modifications

Closed

CFAMX-6995 Collected Sales > Apply Payment - Display TBCs/Invoices

Closed

CFAMX-7036 Collected Sales > Apply Payment - Auto select single TBC/Invoice

Closed

CFAMX-7046 Collected Sales - Apply Collected Sale to one TBC

Closed

CFAMX-7051 Collected Sales > Apply Payment - Overpayment (Actions)

Closed

CFAMX-7079 Collected Sales > Apply Payment - Select Multiple TBC's/Invoices

Closed

CFAMX-7084 Collected Sales > Apply Payment - Create Credit

Closed

CFAMX-7089 Collected Sales > Apply Payment - Create Paid Out

Closed

CFAMX-7094 Collected Sales > Apply Payment - Edit Applied Amount & Check Number

Closed

CFAMX-7099 Collected Sales > Apply Payment - Apply Payments

Closed

CFAMX-7140 Collected Sales > Linking Accounts

Closed

CFAMX-7262 SPIKE - Collected Sales - Apply Payment - Scrolling not working

Closed

CFAMX-7369 Collected Sales > Change Customer

Closed

CFAMX-7635 Collected Sales - Split Payment UI work

Closed

CFAMX-7640 Collected Sales - Apply Payment button behavior

Closed

CFAMX-7645 Collected Sales - Apply Credit button behavior

Closed

CFAMX-7650 Collected Sales - Apply Paid Out button behavior

Closed

CFAMX-7711 Collected Sales - Script to inject data

Closed

CFAMX-7718 Integration test for Collected Sales

Closed

CFAMX-7723 Collected Sales - Back End code for "Reversals" - Part I

Closed

CFAMX-7933 Collected Sales - Undo Allocation

Closed

CFAMX-7938 Collected Sales - Delete Paid Out

Closed

CFAMX-7943 Collected Sales - History - UI clean up

Closed

CFAMX-7948 Collected Sales - Credit Reversal - Help Desk - Research Spike

Closed

CFAMX-7954 Collected Sales - Split Payment - Apply Payment

Closed

CFAMX-7959 Collected Sales - Split Payment - Apply Over Payment (Credit/Paid Out)

Closed

CFAMX-7974 Collected Sales - TBC & TBC Refund Testing

Closed

CFAMX-8052 Collected Sales - Make Collected Sale Workflow Task Close when Credit Applied to Customers

Closed

CFAMX-8126 Collected Sales - Customer Sales Report

Closed

CFAMX-8131 Collected Sales - Delete Paid Out - Change button to Red

Closed

CFAMX-8136 Collected Sales - Undo Credit

Closed

CFAMX-8141 Collected Sales - Select Customer modal - Add icon

Closed

CFAMX-8146 Collected Sales - Go back to date that you are working on, not current date

Closed

CFAMX-8363 Customer Sales - Migrate Collected Sales Report to MxC

Closed

CFAMX-9180 Customer Sales > Applied View> Show Applied To customers rather Account from POS

Closed

CFAMX-9185 CLONE 2020R2 - Customer Sales > Applied View> Show Applied To customers rather Account from POS

Closed

is related to

CFAMX-7791 Collected Sales - Split Payment IPAD UI work

Closed

relates to

CFAMX-9178 MXC Collected Sales - Apply To Payment displays in error

Done

CFAMX-9228 Collected Sales Apply Payment - Unable to apply Collected Sale

Done

CFAMX-9450 Customer Sales - Customer with Credit Balance not being used

Done

CFAMX-9455 CLONE 2020R2 - Customer Sales - Customer with Credit Balance not being used

Done

CFAMX-9457 CLONE 2020R2 - Collected Sales Apply Payment - Unable to apply Collected Sale

Done

CFAMX-8906 Clone 2020.R2 -Collected sales - duplicate 'Financial - Customer Sales - Can View Menu Item' permission created

Done

CFAMX-9229 Apply Payments - gain focus in check box

Done

CFAMX-9243 Collected Sales - Select Customer does not display Customers w/leading or trailing spaces

Done

CFAMX-9449 Collected Sales Apply Payment - Cannot Exceed Payment alignment

Done

CFAMX-9456 CLONE 2020R2 - Apply Payments - gain focus in check box

Done

CFAMX-10251 MXC Collected Sales - invoices are not sorted oldest to newest for 'Home' account

Done

CFAMX-10253 CLONE 2020R2 - MXC Collected Sales - invoices are not sorted oldest to newest for 'Home' account

Done

CFAMX-10313 CLONE 2020R2.1 - Collected Sales Apply Payment - Cannot Exceed Payment alignment

Done

(44 is implemented by, 1 is related to, 13 relates to)

Activity

People

Assignee:

Will Englefield (Inactive)

Reporter:

Staten Putnal (Inactive)

Watchers:

1 Start watching this issue

Dates

Created:

Aug/16/19 12:02 PM

Updated:

Jun/09/20 8:39 AM

Resolved:

Apr/02/20 7:53 AM

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