WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-10276

Quincy Invoice Template - additions

    Details

    • Type: Enhancement
    • Status: Production Complete
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Client
    • Item State:
      Production Complete - Closed
    • Sprint:
      WT Sprint 35 - Enhancement
    • Severity:
      Simple

      Description

      Can you please add:

      Employee Demographic field: Department Code (please move the field up under employee name)

      Plan: ACA Admin

      To the Quincy Invoice Template.

      Can you also add Quincy to the Jira company list.

        Attachments

        1. AdditionalFieldsOnInvoice.xls
          28 kB
        2. QuincyDeptCode.png
          QuincyDeptCode.png
          219 kB
        3. screenshot-1.png
          screenshot-1.png
          17 kB
        4. screenshot-2.png
          screenshot-2.png
          155 kB
        5. WT-10276.doc
          95 kB
        6. WT-10276-ETA.xls
          7 kB

          Issue Links

          is cloned by

          Enhancement - An improvement or enhancement to an existing feature or task. NF-5140 CLONE- Quincy Invoice Template - additions

          • Medium - Has the potential to affect progress.
          • Resolution Setting
          relates to

          Bug - A problem which impairs or prevents the functions of the product. WT-10862 WT:- Invoice Management :- Issue for Additional fields for admin credentials mapped in Invoice mapping

          • Medium - Has the potential to affect progress.
          • Production Complete

            Activity

            Descending order - Click to sort in ascending order
            Hide
            Permalink
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            Hi Debbie Kulling,

            We have selected Dept code in template 'Monthly Invoice- KG' for Quincy. Now you can see 'Dept Code' in invoice.
            Please note, the old generated monthly invoice will show blank against this field and proper 'Dept Code' data will appear from next invoice onwards.

            Please verify the changes at your end.

            Thanks,
            Jyoti Agrawal

            cc: Amruta Lohiya

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Hi Debbie Kulling , We have selected Dept code in template 'Monthly Invoice- KG' for Quincy. Now you can see 'Dept Code' in invoice. Please note, the old generated monthly invoice will show blank against this field and proper 'Dept Code' data will appear from next invoice onwards. Please verify the changes at your end. Thanks, Jyoti Agrawal cc: Amruta Lohiya
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            Yes please make the change from the backend.

            Show
            dkulling Debbie Kulling added a comment - Yes please make the change from the backend.
            Hide
            Permalink
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            Hi Debbie Kulling,

            Is there any update on this ?

            cc:Amruta Lohiya

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Hi Debbie Kulling , Is there any update on this ? cc: Amruta Lohiya
            Hide
            Permalink
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            Hi Debbie Kulling,

            With the enhancement in this JIRA , the department code (additional field) is exposed in the template.But is not selected on the template.
            See image .
            As the invoices are already generated and template is non-editable, we need to select and make it appear in invoice from backend.
            Do let us know if we need to do this from backend. After your confirmation you can expect it to be done the following day.

            Thank You!
            Jyoti Agrawal

            cc:Prasanna Karlekar

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Hi Debbie Kulling , With the enhancement in this JIRA , the department code (additional field) is exposed in the template.But is not selected on the template. See image . As the invoices are already generated and template is non-editable, we need to select and make it appear in invoice from backend. Do let us know if we need to do this from backend. After your confirmation you can expect it to be done the following day. Thank You! Jyoti Agrawal cc: Prasanna Karlekar
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            I can see that department code is now exposed in the template and it is selected on the template but it is not coming out on the invoice. Please advise

            Show
            dkulling Debbie Kulling added a comment - I can see that department code is now exposed in the template and it is selected on the template but it is not coming out on the invoice. Please advise
            14 older comments

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Developer:
              Harshada Borole (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              5 Start watching this issue

                Dates

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                Updated:
                Resolved:
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