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Summary Aging Desc - deploy it in LIVE- #703

Open Jayanth3KT opened 1 year ago

Jayanth3KT commented 1 year ago

Customer ageing report has following bugs which need immediate attention:

Unapplied credit memo and unapplied payment are not considered in the report and as a result the balance shown in this report are not matching with the customer balance. Column header order and cost unit with description shall replace the “Job details” column.

After completing the above tasks, we will consider 14 hours as quoted by you for taking up the below assignment:

User should have the flexibility to define ageing classification bracket (ie. 0-30, 31-60….etc) shall be given by user as 0-45, 46-90 and so on.

Customer - Summary Aging Desc.xlsx

Amar-3KT commented 1 year ago

Mr. Murali not confirm about issue and user not available. Tomorrow we will connect with user.

Amar-3KT commented 1 year ago

1) Remaining amount (LCY) should be the calculation field. 2) Bank receipt voucher, Journal vouchers, credit memos should be considered in the report. 3) Customer no. with prefix ‘RET’ and ‘ADV’ shall be ignored. 4) Always reconcile the report total for the customer with customer statistics.

Ms. @sruthi1017 Kindly provide efforts for the same.

sruthi1017 commented 1 year ago

hi @Amar-3KT i require 5 hrs effort for this

Amar-3KT commented 1 year ago

5hrs for technical, 2hrs for functional and 1hrs for PM=8 hrs total need to take approval.

Amar-3KT commented 11 months ago

We are closing this ticket its pending for approval more than one month.