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
