Bug 161 - customer report and updates
Summary: customer report and updates
Status: RESOLVED FIXED
Alias: None
Product: IMIS SALES
Classification: 01.IMIS
Component: IMIS SALES FORMS AND REPORTS (show other bugs)
Version: unspecified
Hardware: PC Windows
: Normal normal
Assignee: Sharad
URL:
Depends on:
Blocks: 178
  Show dependency tree
 
Reported: 2019-06-27 16:44 IST by Shreya Jha
Modified: 2019-08-23 17:46 IST (History)
2 users (show)

See Also:
Database: DPPC
Module ID: -


Attachments
list of 24 DD/SS as mentioned in comments (10.45 KB, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
2019-06-27 16:44 IST, Shreya Jha
Details
ORCL_ARCL0002_CUSTOMERS_190822041812 (866.79 KB, application/vnd.ms-excel)
2019-08-22 16:48 IST, Sharad
Details
ORCL_ARCL0002_CUSTOMERS_190822060804 (892.51 KB, application/vnd.ms-excel)
2019-08-22 18:25 IST, Sharad
Details

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Comment 13 Sharad 2019-08-23 17:46:00 IST
Done 

Please check tomorrow report will come as your requirement.
Comment 10 Shreya Jha 2019-08-23 10:00:44 IST
Please add Ankit sharma to this thread: E21223
Comment 9 Shreya Jha 2019-08-23 09:58:28 IST
This one is good to go; let's start publishing from tomorrow or whenever possible for you to publish the same.
Comment 8 Sharad 2019-08-22 18:25:13 IST
Created attachment 197 [details]
ORCL_ARCL0002_CUSTOMERS_190822060804

Please find the attachment. Check & Confirm.
Comment 7 Shreya Jha 2019-08-22 16:58:15 IST
Depot name where the sale is allowed is required.

Please CC Ankit Sharma in this thread
Comment 6 Sharad 2019-08-22 16:48:43 IST
Created attachment 195 [details]
ORCL_ARCL0002_CUSTOMERS_190822041812

Dear Ms. Shreya,

Please fine the attachment.

check & confirm.  After your confirmation So implemented on main server.
Comment 5 Sharad 2019-08-22 15:31:02 IST
No due to Some other urgent work.

Today I am start you work.
Comment 4 Shreya Jha 2019-08-22 09:54:52 IST
By when can this modified report be published?
Comment 3 Shreya Jha 2019-08-16 11:22:26 IST
Please finalise the column headers as follows and let me know in case of any concerns:
1.	Company Code
2.	DD/SS
3.	Customer Code
4.	Customer Name
5.	Depot name (all depots where Sale Allowed is Y for customer should come here)
6.	Contact Person
7.	Address
8.	Postal Code
9.	Mobile number
10.	Email
11.	Tin number
12.	FSSAI no.
13.	GST regn type
14.	GST Number
15.	Class
16.	Group
17.	Country
18.	State
19.	City as per census
20.	City as per sales
21.	Created by
22.	Created on
23.	Status
24.	ASM HQ (we have a predefined list of ASM HQ¿s. only those cities will be in this column. The values here may or may not be equal to city name)
25.	Status Since
26.	Dr Balance
27.	CR balance
28.	Last Bill date

For FSSAI, we need to create a monthly report which will give the validity of the FSSAI numbers. This will not be a part of the daily report.
Comment 2 Shreya Jha 2019-08-16 11:20:35 IST
Please finalise the column headers as follows and let me know in case of any concerns:
1.	Company Code
2.	DD/SS
3.	Customer Code
4.	Customer Name
5.	Depot name (all depots where Sale Allowed is Y for customer should come here)
6.	Contact Person
7.	Address
8.	Postal Code
9.	Mobile number
10.	Email
11.	Tin number
12.	FSSAI no.
13.	GST regn type
14.	GST Number
15.	Class
16.	Group
17.	Country
18.	State
19.	City as per census
20.	City as per sales
21.	Created by
22.	Created on
23.	Status
24.	ASM HQ (we have a predefined list of ASM HQ¿s. only those cities will be in this column. The values here may or may not be equal to city name)
25.	Status Since
26.	Dr Balance
27.	CR balance
28.	Last Bill date

For FSSAI, we need to create a monthly report which will give the validity of the FSSAI numbers. This will not be a part of the daily report.
Comment 1 kk 2019-07-03 18:59:25 IST
created separate bugs for each problem
Description Shreya Jha 2019-06-27 16:44:52 IST
Created attachment 22 [details]
list of 24 DD/SS as mentioned in comments

IMIS generated customer report: Few modifications required for that report:

a.      These IDs to be added: Shirish.pathak@baba.in; devender.rawat@baba.in

b.      Add the following columns

i.     DD/SS
ii.     Depot to which the customer is mapped
iii.     Contact Person
iv.     Address
v.     Postal Code
vi.     Mobile no.
vii.     Email
viii.     Tin No.
ix.     GST
x.     FSSAI
xi.     GST Regn type ¿ Composite, Exempted

c.      Attaching a list of 24 DD/SS that are not a part of FMCG customers and should be removed from this report

3.      Bansal Enterprises (Code # 203963)¿ inactive since Jan in the system, but being billed consistently month-on-month. How is system allowing this?