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Support #28

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TME Report refund line change

Added by Greg Krabbenhoft about 3 years ago. Updated 3 months ago.

Status:
In Progress
Priority:
Normal
Assignee:
-
Start date:
03/17/2022
Due date:
% Done:

100%

Estimated time:
(Total: 0.00 h)

Description

When refunds are listed in the TME report, the dollar amount listed should be negative, rather than positive.


Files

clipboard-202206291449-oxbef.png (35.6 KB) clipboard-202206291449-oxbef.png George Howington, 06/29/2022 09:45 PM
clipboard-202206291449-llbep.png (7.8 KB) clipboard-202206291449-llbep.png George Howington, 06/29/2022 09:46 PM
clipboard-202207151136-6szce.png (68.8 KB) clipboard-202207151136-6szce.png George Howington, 07/15/2022 06:33 PM
clipboard-202207151137-gchti.png (38.6 KB) clipboard-202207151137-gchti.png George Howington, 07/15/2022 06:34 PM
clipboard-202207151140-btdzd.png (18.1 KB) clipboard-202207151140-btdzd.png George Howington, 07/15/2022 06:36 PM
clipboard-202207151142-0fecu.png (82.6 KB) clipboard-202207151142-0fecu.png George Howington, 07/15/2022 06:38 PM
clipboard-202207151147-wzbld.png (135 KB) clipboard-202207151147-wzbld.png George Howington, 07/15/2022 06:44 PM
clipboard-202207151212-znwop.png (51.1 KB) clipboard-202207151212-znwop.png George Howington, 07/15/2022 07:08 PM

Subtasks

Actions #1

Updated by Greg Krabbenhoft about 3 years ago

  • Description updated (diff)
Actions #2

Updated by Greg Krabbenhoft about 3 years ago

  • Assignee set to M A

Mubarak - Let me know when you'd like to have a conversation to cover the details of this ticket.

Actions #3

Updated by Greg Krabbenhoft almost 3 years ago

  • Status changed from New to In Progress
  • Assignee changed from M A to P A

Prashanth - Please update the ticket with the newest information.

Actions #4

Updated by P A almost 3 years ago

  • Status changed from In Progress to QA
  • Assignee changed from P A to George Howington
Actions #5

Updated by George Howington almost 3 years ago

PR 179

Actions #7

Updated by George Howington almost 3 years ago

  • Assignee changed from George Howington to Abhilash Reddy

Ple push this to staging

Actions #8

Updated by George Howington almost 3 years ago

  • Assignee changed from Abhilash Reddy to P A

Hi Prashanth,

Seems like someone closed the PR 179, the git branch is not available anymore

Can you please push this to his repo and raise a PR again?

Thanks,
--George

Actions #9

Updated by P A almost 3 years ago

Hello George,

Please find this PR for this ticket.

https://github.com/International-Ins/polmaker-ms/pull/187

Actions #10

Updated by P A almost 3 years ago

  • Assignee changed from P A to George Howington
Actions #11

Updated by George Howington almost 3 years ago

  • Assignee changed from George Howington to Abhilash Reddy

Good Morning!

When you have a chance, please take this into staging for testing.

Thanks,
--George

Actions #12

Updated by Greg Krabbenhoft almost 3 years ago

  • Assignee changed from Abhilash Reddy to George Howington
Actions #13

Updated by Greg Krabbenhoft almost 3 years ago

  • Assignee changed from George Howington to Abhilash Reddy
Actions #14

Updated by Greg Krabbenhoft almost 3 years ago

  • Assignee changed from Abhilash Reddy to George Howington

Updated by George Howington almost 3 years ago

Reg: http://pm.polmaker.com/issues/28

Good Afternoon, Prashanth,

On server https://polmaker-ms-pr-187.herokuapp.com/tme/, after enabling an affiliate for TME products, I am getting a server error. This error presents itself after the first page of the application, before going to the shopping cart:

Please let me know when this is resolved so I can resume my testing.

Please let me know if you have any questions and thank you,
--George

Actions #17

Updated by George Howington almost 3 years ago

  • Assignee changed from P A to George Howington

Updated by George Howington almost 3 years ago

Hi Greg,

This ticket needs to go back to programming. I am unable to change the status prior to QA.

Since Preshaneth is no longer with the team, I have assigned back to you for reassignment.

---------------------------------------
Issue 1: When canceling and voiding a policy, on the 'tme report,' the cancellation is reflected on the day it was canceled. Unfortunately, the original sale goes missing from the report the sale was made initially.

For example, A sale was made on 7/14/2022, policy 400000003.
(1) Prior to cancellation, policy reflects appropriately on the 7/14 report:

(2) I proceed to cancel 400000003 on 7/15/2022:

(3) The policy cancellation reflects properly on the 7/15 report:

(4) Unfortunately, not only has the policy status for policy 400000003 is not reflected on the 'newly run' 7/14 tme report, the entry is entirely missing:

By contrast, the cancellation continues to reflect properly on the ledger: (top: 7/15 ledger, bottom: 7/14 ledger):

---------------------------------------
Issue 2: If the cancellation is performed on the same day, the policy will need to reflect as two entries, a positive and a negative. Both in void/delete status. Currently, only the single negative entry is produced for both:

---------------------------------------
In summary, on the tme report, the original sale needs to continue to reflect on the day it was sold, still as a positive. Its status to reflect as a 'void.' If the cancellation is performed on the same day, the policy will need to reflect as two entries, a positive and a negative. Both in void/delete status.

Please let me know if you have any questions and thank you,
--George

Actions #19

Updated by Greg Krabbenhoft almost 3 years ago

  • Status changed from QA to In Progress
  • Assignee deleted (Greg Krabbenhoft)
Actions #20

Updated by George Howington 3 months ago

  • Project changed from 1 to TME Maintenance
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