Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Completed
    • Affects Version/s: None
    • Fix Version/s: CFA 2019R1
    • Component/s: Core
    • Labels:
      None
    • Sprint:
      CFAMX 2019R1 Sprint 4, CFAMX 2019R1 Sprint 5
    • SOW (Time Tracking) Project:
      44866
    • Work Type Classification:
      Sustaining

      Description

      Story
      As an Operator in InFORM, I would like daily sales reports generated based on localization settings specified at the user and/or restaurant level.

      Details
      Reports found under the daily sales reports group should generate based on the localization specified for the user. If a localization has not been specified at the user level, the report should generate based on the localization specified at the restaurant level.

      Store Reports

      • Change Fund Variance - Date Selector, Report Generated Field, Period Field, Date Field, Balance Field, Variance Over/Short Field
      • Customer Sales - Date Selector, Report Generated Field, Period Field, Payment Date Field, Amount Field, Over Payment Amount Field, Credit Used Field, Sale Date Field, Sale Amount Field, Collected Amount Field, Uncollectible Field, Balance Due Field, Grand Total Payment Field, Grand Total Sales Field, Grand Total Collected Field
      • Daily Report Summary Sheet - Report Generated Field, All Cash Fields on Report
      • Daily Sales - Date Selector, Report Generated Field, Date Field, All Cash Fields on Report
      • Day Characteristics - Date Selector, Report Generated Field, Period Field, Date Field and any cash fields
      • Deferred Orders - Date Selector, Report Generated Field, Period Field, Total $ Amount Field, Promised Date/Time Field
      • Deposit Summary - Date Selector Field, Report Generated Field, Date Range Field, Amount Field, Date and Time Field, Total Amount Field
      • Deposit Summary Smart Safe - Date Selector Field, Report Generated Field, Date Range Field, All Cash Fields
      • Dispatch Report Smart Safe - Date Selector, Report Generated Field, Date Range Field, All Cash Fields
      • Monthly Sales Summary - Date Selector, Report Generated Field, All Cash Fields
      • On Demand Sales - Date Selector, Report Generated Field, Period Field, Cash Fields
      • Outside Sales - Date Selector, Report Generated Field, Period Field, Date of Sale Field, Gross Amount Field
      • Paid In & Paid Out Summary, Date Selector, Report Generated Field, Dates Field, Amount Fields
      • Tax Exempt Sales - Date Selector, Report Generated Field, Period Field, Date of Sale Field, Sale Amount Field

      Possible changes might be made to Controls, MMS Controls and Services.

      The changes should accomplish the following:
      The localization setting at the user level is observed first in the hierarchy
      The localization setting at the entity level is observed second in the hierarchy
      The localization setting at the global level is observed third in the hierarchy
      The date format should reflect the localization setting specified down to the user level.
      The currency format should reflect the location setting specified down to the user level.

      Acceptance Criteria

      • Confirm reports are generated using the date format for the localization entered at the user level.
      • Confirm reports are generated using the currency format for the localization entered at the user level.
      • Confirm reports are generated using the date format for the localization entered at the restaurant level when a localization value is not entered at the user level.
      • Confirm reports are generated using the currency for the localization entered at the restaurant level when a localization value is not entered at the user level.
      • Confirm reports are generated using the date format for the localization entered at the global level when a localization value is not entered at the user or entity level.
      • Confirm reports are generated using the currency for the localization entered at the global level when a localization value is not entered at the user or entity level.

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              • Assignee:
                Unassigned
                Reporter:
                staten.putnal Staten Putnal (Inactive)
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                0 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 57h
                  57h
                  Remaining:
                  Remaining Estimate - 0h
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                  Logged:
                  Time Spent - 52h 40m Time Not Required
                  52h 40m

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