软件设计文档
Release Note version 4.19.4.0
Date 2015 July
Bob Wang/Joy Xu
Created
By
Reviewed
Version 1.0
Revision History
Table of Contents
Revision History (2)
1Purpose of the document (4)
2Bug/Task list (4)
2.1Task 147840: Nigeria Report change for VAT calculation logic change Nigeria (4)
2.2Task 134723: JP - Remove zero value invoice/credit note in FI (5)
2.3Bug 147651 : ...Fee per period? will be disabled on labor line.. (6)
3Change Requests Implemented (7)
3.12013-100 Delivery Date on PO All Markets (7)
3.22014-019 - CR Report of Pick Orders All Markets (8)
3.32014-020 - CR Credit Note handling Enhancement All Markets (10)
3.42015-005 - Quotation Format according to Brand identity Mexico (12)
3.52015-023 II Save Reports in Shorten Invoice All markets (12)
3.62015-025- Copy order lines from previous order to existing orders. All Markets (14)
3.72015-034 VIN display on legal document Japan (17)
3.82015-035 Order Gross profit All Markets (18)
3.92015-036 Add travel line in Package All Markets (23)
3.102015-037 Stock taking improvement All Markets (26)
3.112015-042 Add VAT percent and Value to Package lines Malaysia (29)
3.122015-002 LDS-ASIST Integration Mexico (30)
ASIST send Quotation request message to LDS with “reserve parts” attribute (33)
Order Status (34)
Credit Check change (34)
1Purpose of the document
This document details the changes made in the release of LDS release4.19.4.0 concerning change requests(with bug fixing and task).
2Bug/Task list
WorkItemList4.19.4.
0.xlsx
2.1Task 147840: Nigeria Report change for VAT calculation logic
change Nigeria
In version 4.19.3.0 a REX CR 2015-006 VAT calculation logic is released, it is to provide alternative way of calculation VAT in orders and also in reports.
Precondition: number of decimal of market is 0, VAT round down is set to false.
When VAT is calculated by invoice: VAT total amount is round(5.5+6.5) =12
When VAT is calculated by line: VAT total amount is round(5.5)+round(6.5)=13 Neriga market also wants to change VAT calculation logic from line level to invoice level. So before Nigeria market change the system parameter ?Order >> Gener ic >> VAT Amount Rounding Level? from line level to invoice level, the logic in Nigeria market specific reports need to be update to align with Invoice level VAT calculation, and the code logic update has been done in this task.
Below is the screen shot f or system parameter …VAT Amount rounding level?
Below is the section of sample invoice report for Nigeria market, the formula of fields highlighted are updated.
The involved Reports are:
?Invoice
?Copy of invoice
?Test invoice
?Delivery Note
?Credit Note
?Batch invoice (Single Invoice / Collect invoice)
2.2Task 134723:JP - Remove zero value invoice/credit note in FI In order to avoid to generate invoices with zero value as JP market required. LDS
still continue to use the existing system parameter 1504-- "Allow closing orders
with zero total.".
And its Description and OptionNotes are changed.Change description to "Allow closing orders with zero total invoice." and change OptionNotes to "This indicates whether the system allow the user to close orders with zero total amount invoice."
1.When system parameter set as True, order can be closed with zero amount
invoice.
2. When system parameter set as False, order can not be closed with zero
amount invoice and pop up messages to inform user which payment code
of the invoice is total zero as blow.
Only JP prodcution set this parameter is ”False”.Other markets use the default
value ”True”, so other markets will not feel any changes as before. And a relative data correction also will be executed when deployed on JP market.
2.3Bug 147651 : ‘Fee per period’ will be disabled on labor line
The Labor Rate(Rate per Hour) should always be got from labor rate master normally for labor lines. To avoid the user enter ‘Fee per Period’ to change the ‘Rate per Hour’, the property of ‘Fee per Period’ will be disabled all the time.
the PO tab is needed where user can manually enter a delivery date from the supplier.
1. A field ?Delivery Date? in Manage PO page is added in ?Order Information tab?. It
is used for user to manually enter the confirmed delivery date from supplier
offline. Field is optional, user can enter value or keep blank.
2.The field is shown and editable when PO with ?Waiting For GR? and ?Received
Partially? status. Since the PO with these two status is sent to supplier and
supplier can give the delivery date info to dealer. For other status purchase
order(Open, Ordered, Converted to Pick order, etc.), this field is invisible.
In PO lis t ?Delivery Date? is also shown as one colum n in grid, so that dealer can see the confirmed delivery date from this PO list page without opening certain PO.
3.22014-019 - CR Report of Pick Orders All Markets
A new report will be provided in this CR, it is raised by Mexico market and other markets can use it as well. The purpose for the change is to identify the pick orders for audit in the markets.
The data in the report will be based on the supplying dealer, the part lines within the pick order status of allocated and closed will be included in thestatistic time period. Normally this report will be generated one time per month.
The report is named …Pick Orders List? under the menu of …General Reports->Order Handling->?.
The Criteria page as below:
o The Create Date used to filter pick order create date
o The Filter of dealer list will show the current dealer and its subdealer. If the login user would like to filter several dealers, then only the selected deales in the
change dealers page will be shown in this page.
The report layout page:
The content in this report:
1.The allocated and closed pick order will be the selection scope.
2.If there are no mapped invoice(like allocated pick order), then display
empty(blank).
3.The date criterial will apply on Pick Order creation date. From and To date?s data
will be included in the report.
4.The selection dealer will be applied on supplying dealer.
3.32014-020 - CR Credit Note handling EnhancementAll Markets This CR is raised by Mexico Market and it will affect all markets.
Two changes are included in this CR:
o Add validation that the credit part quantity cannot exceed the original sales quantity.
o The parameter of …Force print of Pick slip? will take effort in close credit order process.
For the credit part quantity validation, it will happened:
1.When an closed order is converted to a credit order, if there is no remaining part
quantity can be credited, then the user will receive an alert message.
2.When a closed order has already been credited before, the quantity in the new
credit order will be the remaining part quantity in this closed order.
3.If the part quantity in the credit notes exceeds the sales quantity, when user clicks
the …Close C redit Order? button, an alert message will be shown. Then the issue
part lines will be displayed in red color and at this time when user moves the
mouse over the issue part line Quantity column, the available remaining part
quantity will be shown.
When the existing parameter …Force print of Pick slip? set to True, then the pick ing slip step is mandatory while closing the credit order.
1.After clicking the …Close Credit Order? button in manage credit order page, only
the Picking slip and Cancel buttons can be used.
2.After printing the Picking Slip, the button of …Close Cred i t Order? can be
used.Once the picking slip is printed, it means the pick order has been confirmed by the dealer and it cannot be modifiedagain.
If the user makes a mistake for this Credit Order and print the picking slip, then
he should correct it by deleting this credit order and need to convert it again from history order.
3.42015-005 - Quotation Format according to Brand identity
Mexico
The change is for updating Quotation format to fulfil brand polices for Mexico market. The changes as below, left side is the original one and right side is the change one.
1.In the header only keep the Dealer?s name and Dealer VAT number.
2.In the footer should include dealer?s address and the new brand information
3.The bank information will be at the bottom of quotation body.
3.52015-023 II Save Reports in Shorten Invoice All
markets
In this CR we provide the function of saving the Invoice and Delivery Note in dealer?s local PC in direct printing all documents process.
This CR is raised by JP market, if other markets would like to use this function, they can open it in the parameter.
1.The new function only applied in the process of print all documents directly when
finish the order.
2. A new parameter is added to decide whether the market will use this function or
not. The default value is FALSE after deploying into markets.
3.If the market parameter set to TRUE, after showing all the documents, the
download page will be shown:
?Three columns of Payment Code, Report Type and Document No. Will be shown in this download page.
o If the invoice logic is 1 which means customer pay payment code lines will be printed in one invoice, the payment code will be displayed
blank.
o Report Type will include Invoice and Delivery Note only.
?The selection checkbox will be shown to let user choose which documents need to be downloaded.
o If only one document is selected, then the user can save the PDF file as normal way.
o If more than one are selected, then the user can download them with a zip file.
o All the documents in this page will be selected as default.
3.62015-025- Copy order lines from previous order to existing
orders. All Markets
To minimise the time to create orders, LDS will have the function of copy previous order lines for a new one.
It is a short term solution that we will reuse clipboard function in this CR, the long term solution which can copy whole order lines will be provided later.
This CR is raised by JP market, and can be used by all markets.
The using scenarios like:
The order lines can be copied from previous orders(quotation, reservation,order and history ones) to an opened order. The copied line type including:
?Part
?Standard Time
?DAT
?Straight
?Text Amount
?Text
The copied lines will be added to destination order through process of clip board function.
The UI changes in this CR:
1.Add new button of …Copy to Clipboard? in previous orders
o This button will be shown and enabled in below modules for all order type(Part order, Work order and Other)
?Quotation
?History Quotation
?Reservation
?History Reservation
?Order
?History Order
o If the user selected line types are not in the scope, then only the order lines which should be included will be copied. Like, if user selects
sublet and text amount line, but only the text amount line will be copied. After the order lines are copied, then the user can past them in any active orders in Clip Board tab:
o When past the order lines into clip board, the part line and standard time line process will follow the existing way. The control is the same as
today. Like, same part line will be merged together on quantity.
o When adding lines from clipboard to order, the price, discount, VAT will fetch the latest ones based on the destination order?s customer, payment
code information.
3.72015-034 VIN display on legal document Japan Today Marketing type + chassis number is printed as vehicle identification on the JP market documents. In Japan market there is no VIN maintained in LDS, but it will be implemented after wk33, 2015. And due to Japanese legal requirement, the VIN should be printed on documents.
Reports includes: Quotation, Reservation, Invoice, Copy of invoice, Test invoice, Delivery Note, Work Order, Activity Record, Safety Report, Credit Note, Copy of Credit Note
In chassis number field in each report listed above,
-If VIN is NOT blank, then populate VIN.
-If VIN is blank then populate Marketing type + number ( same as today)
The change is applicable only for make code: Volvo and UD; For other make coded (Non Volvo Group vehicle) No Change.
VIN is 17 digits length, no migration needed for this change request.
Here is the example of current Invoice, the highlighted area is the place to display VIN of vehicle:
3.82015-035 Order Gross profit All Markets
This CR is to provide more gross profit information to user in order so that user can refer to it to do bargain with customer if needed.
Line level Gross Profit
The line level gross profit will be shown in open order/quotation/reservation as below:
Payment Code level Gross Profit
If there is any update of order total (adding, delete, and update), the gross profit needs to be calculated.
In both open order and history order, also in quotation and reservation, payment code level gross profit is needed.
When user click Recalculate/Apply Discount/Reload button, the gross profit of each item will be recalculated.
Gross Profit=Round( (sum of order value of lines in each category – payment code level discount – sum of cost) /order value)
The order level Labor GP, Sublet GP, Other GP is also shown in ?Order Total Detail? tab. Gross Profit= Round( (Ode total without VAT – sum of invoice level discount – sum of cost)/ (Order total without VAT – sum of invoice level discount))