Bug 484

Done

(In reply to Shirish Pathak from comment #29)
> :DA amount should be as per policy. - Already showing in PLAN

> 2: Showing error if any change is tour plan and could not save the tour plan.- Done

> 3: Need to add mobile exp.- You can add in TADA ALLOWANCE TYPE Master.

> 4: Total tour exp should be shown for employee and as well as for approver.- We are working on it.

> 5: Exeption approval beyond the policy.- We are working on it.

> 6: Highlight and warning msg for employee and approver beyond the policy and
> Limit. - We are working on it.

:DA amount should be as per policy.
2: Showing error if any change is tour plan and could not save the tour plan.
3: Need to add mobile exp.
4: Total tour exp should be shown for employee and as well as for approver. 
5: Exeption approval beyond the policy.
6: Highlight and warning msg for employee and approver beyond the policy and Limit.

RSMs will be testing the module out today and will require a brief session with IT.
In the meanwhile, we will require automated IMIS reports as well that will highlight for each field force:
1. TA/DA submission dates for tour plan, approval, bills and dates for receipt and handing over to the next department for Audit and Finance
2. A detailed report on claim amount for all expense types - DA, local coveyance, TA, etc.

List of IDs for TA/DA module roll-out:
E20725
E20033
E21261
E20501
E21366
E21361
E21077

RSMs will be at our office on Monday. Therefore, will require the navigation document today itself so that they can test before they are in office.

Status Tracking is already added. however, we are testing it for final deployment.

Still awaiting reply

Will require the details as per comment #16.

Also, we have been discussing of having trackers to ensure visibility of TA/DA claims status to the field force. For instance, the field force should be able to view if the claim has reached the HO or if it is being checked by Audit team, etc.
Please confirm on the completion of this functionality.

(In reply to Shreya Jha from comment #4)
> Modifications required in the module as per discussion on 7th Aug:
> 1. Change in DA from changing ex town to say HQ, DA should change
> automatically only for the record being modified and not for all the records
> 
> 2. City name with a spelling mistake should not be accepted
> 
> 3. Check city names classification - Guwahati is a state capital and should
> therefore be in B class, currently it has been classified as a C class town
> 
> 4. Tour plan approval - only the reportee list can be viewed by the
> reporting manager; all claims cannot be viewed by everybody
> 
> 5. While submitting actual bills, tour plan window width to be minimized.
> Unable to do so in the bill submission tab as was suggested yesterday.
> Only date and city plan required
> 
> 6. All expense types should automatically pop up, for eg. if it is
> outstation, then local conveyance should automatically be inserted as a row
> header

Fixed

PNS, pls answer comment #16

changed status to RESOLVED:USER TO VERIFY

Details still awaited and it still needs to be tested

Resolved

Please send across the login credentials and updated navigation document to roll out to the RSMs

added shirish.pathak to cc list.

Please mark Shirish in this thread. He has created his account now.
Also, I will need a tentative date.

Will need a tentative completion date for finishing the module.

pls ask these users to create their bugzilla accounts.

kanad.ghatak@baba.in
shirish.pathak@baba.in

Also to be added:

kanad.ghatak@baba.in
shirish.pathak@baba.in

added cc list

Default CC list:
Internal Audit:
Amit Madaan
Rajesh Sharma

Sales: 
Sonu Kumar
Shirish Pathak
Ram Prajapati
Kanad Ghatak
Vaneet Garg
Satinder Trehan

Internal Audit to confirm on the policy for DA point (h); page 3 for distribution: all employees

Status please?

Please also CC Amit Madaan in this thread

Please mark Rajesh <rajesh.sharma@baba.in> in CC for this thread.
Request to assign this to Kamal ji

Modifications required in the module as per discussion on 7th Aug:
1. Change in DA from changing ex town to say HQ, DA should change automatically only for the record being modified and not for all the records

2. City name with a spelling mistake should not be accepted

3. Check city names classification - Guwahati is a state capital and should therefore be in B class, currently it has been classified as a C class town

4. Tour plan approval - only the reportee list can be viewed by the reporting manager; all claims cannot be viewed by everybody

5. While submitting actual bills, tour plan window width to be minimized. Unable to do so in the bill submission tab as was suggested yesterday.
Only date and city plan required

6. All expense types should automatically pop up, for eg. if it is outstation, then local conveyance should automatically be inserted as a row header

Discuss this with Kamal kapur Sir.

E21120 has been added to the test database list for the TA/DA module.

Will require a short sessions with the RSMs on the TA/DA module on either 7th or 8th