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  1. mod-invoice
  2. MODINVOICE-336

Add adjustment detail to voucher when "Export" is true for adjustment

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    Details

    • Template:
      Thunderjet/Firebird Back-end Story Template
    • Sprint:
      ACQ Sprint 133, ACQ Sprint 134
    • Story Points:
      5
    • Development Team:
      Thunderjet
    • Release:
      Lotus R1 2022
    • RCA Group:
      Incomplete/missing requirements

      Description

      Purpose/Overview: Adjustments include a flag for "Export to accounting" but are still not exported as part of the voucher detail. Some adjustments need to be reported to the accounting department through vouchers

      Note: Within this story the voucher details will include only a summary of each adjustment that needs to be exported to accounting. Summary will include details of the adjustment and a total amount.

      Requirements/Scope:

      1. When adjustments are set to export to accounting they are included in the voucher export data
      2. Adjustments "summaries" are included in batched voucher data with description, amount, relation to total and pro rate details
      3. Adjustment details are also included in voucher lines with description, total amount associated with that external account number (ie. voucher line) and relation to total To limit scope of this issue this will be moved to a separate story.

      Approach:

      Any adjustment with "Export to accounting" = true is added the batch voucher with a total amount

      Calculate value of any adjustment with "Export to accounting" = true by external account number and add adjustment details with that total to voucher line data To limit scope of this issue this will be moved to a separate story.

      Acceptance criteria:

      • Any adjustment with "Export to accounting" = true appears in voucher line data To limit scope of this issue this will be moved to a separate story.
      • Any adjustment with "Export to accounting" = true has a summary that appears in voucher data

       

        TestRail: Results

          Attachments

          1. Adjustments export.png
            Adjustments export.png
            1.45 MB
          2. CreatedLine.png
            CreatedLine.png
            73 kB
          3. image-2022-02-21-19-04-41-427.png
            image-2022-02-21-19-04-41-427.png
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          4. Invoice.png
            Invoice.png
            66 kB
          5. Line1.png
            Line1.png
            86 kB
          6. Line2.png
            Line2.png
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          7. Line3.png
            Line3.png
            82 kB
          8. OpenedInvoice.png
            OpenedInvoice.png
            75 kB
          9. persentage.png
            persentage.png
            96 kB
          10. Prorated adjustment voucher export.png
            Prorated adjustment voucher export.png
            604 kB
          11. screenshot-1.png
            screenshot-1.png
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          12. Screen Shot 2021-11-24 at 11.37.16 AM.png
            Screen Shot 2021-11-24 at 11.37.16 AM.png
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          13. Screen Shot 2022-02-17 at 3.00.00 PM.png
            Screen Shot 2022-02-17 at 3.00.00 PM.png
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          14. Screen Shot 2022-02-17 at 3.09.33 PM.png
            Screen Shot 2022-02-17 at 3.09.33 PM.png
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          15. Screen Shot 2022-02-18 at 11.19.43 AM.png
            Screen Shot 2022-02-18 at 11.19.43 AM.png
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          16. Screen Shot 2022-02-18 at 11.19.52 AM.png
            Screen Shot 2022-02-18 at 11.19.52 AM.png
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          17. Screen Shot 2022-02-18 at 11.20.02 AM.png
            Screen Shot 2022-02-18 at 11.20.02 AM.png
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          18. testEnv.png
            testEnv.png
            50 kB
          19. Verify.png
            Verify.png
            169 kB
          20. xml.png
            xml.png
            137 kB

            Issue Links

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                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases