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  1. WORKTERRA
  2. WT-3862

BCC - Client Bill Upload Functionality

    Details

    • Type: Enhancement
    • Status: Closed
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Support
    • Item State:
      Production Complete - Closed
    • Issue Importance:
      Must Have
    • Sprint:
      WT Sprint 15

      Description

      BCC need to have a place in WT (preferably in the invoice management section) where they can upload a bill for their clients to download.

      Dave will discuss with you

      David Rhodes

        Attachments

          Issue Links

            Activity

            dkulling Debbie Kulling created issue -
            amitg Amit Gude (Inactive) made changes -
            Field Original Value New Value
            Environment Stage [ 10004 ]
            Issue Type Support Activity [ 10301 ] Enhancement [ 4 ]
            Status Open [ 1 ] New Request [ 10029 ]
            Support Task Type Customization [ 11204 ]
            Workflow WT_Support [ 20838 ] WT_Features [ 20859 ]
            Hide
            amitg Amit Gude (Inactive) added a comment -

            Moved from Support Activity to Enhancement.

            Show
            amitg Amit Gude (Inactive) added a comment - Moved from Support Activity to Enhancement.
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            HI Debbie Kulling,

            I need your help to understand this new requirement. What time will be suitable for you to discuss this in detail please?

            Thanks,
            Amnesh Goel

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - HI Debbie Kulling , I need your help to understand this new requirement. What time will be suitable for you to discuss this in detail please? Thanks, Amnesh Goel
            Hide
            dkulling Debbie Kulling added a comment -

            I have a call scheduled with Rakesh at 9:30pm PST tonight. Can you ask him to include you on the invite

            Show
            dkulling Debbie Kulling added a comment - I have a call scheduled with Rakesh at 9:30pm PST tonight. Can you ask him to include you on the invite
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            Sure Debbie, I'll join that call...

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - Sure Debbie, I'll join that call...
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            Hi Tushar Phatak and Vinayak,

            This is a new requirement. Debbie needs one newly developed report type to come with Invoice Management.

            We have Invoice Management tab under Reports. She needs to add Benefitwise Billing Report there.

            Can we please have some mock-ups ready for her review?

            I can share more details with you in case you need.

            Thanks,
            Amnesh Goel

            Debbie Kulling - Since you will not be available next week, so can we please have a very quick call on 8/5 PST morning. I need your help to visualize what you are expecting here so that we can start work on that.

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - Hi Tushar Phatak and Vinayak, This is a new requirement. Debbie needs one newly developed report type to come with Invoice Management. We have Invoice Management tab under Reports . She needs to add Benefitwise Billing Report there. Can we please have some mock-ups ready for her review? I can share more details with you in case you need. Thanks, Amnesh Goel Debbie Kulling - Since you will not be available next week, so can we please have a very quick call on 8/5 PST morning. I need your help to visualize what you are expecting here so that we can start work on that.
            amnesh.goel Amnesh Goel (Inactive) made changes -
            Assignee Samir [ samir ] Tushar Phatak [ tusharp ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Status New Request [ 10029 ] Pending for Approval [ 10002 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Status Pending for Approval [ 10002 ] Approved for Development [ 10003 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Status Approved for Development [ 10003 ] In Development [ 10007 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: In Analysis(10204)
            tusharp Tushar Phatak (Inactive) made changes -
            Assignee Tushar Phatak [ tusharp ] Amnesh Goel [ amnesh.goel ]
            Hide
            tusharp Tushar Phatak (Inactive) added a comment -

            Hi Amnesh,

            As per our discussion, please share the final requirements today, so we will start working on it by tomorrow.

            Thanks,
            Vinayak

            Show
            tusharp Tushar Phatak (Inactive) added a comment - Hi Amnesh, As per our discussion, please share the final requirements today, so we will start working on it by tomorrow. Thanks, Vinayak
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            Hi Debbie Kulling,

            This is as per our discussion on having this new feature in WT. Below are the points that we discussed.

            1. Current Invoice management works benefit by benefit and after this change, it should give ability to work on all benefits at the same time.
            2. Invoice management should consider Billed Rate column as it works for Benefit wise billing details report.
            3. Output of Invoice management should be like benefit wise billing details report.

            You would be checking how Invoice management works in totality and I'll also gather working knowledge of invoice management at my end. We can talk tomorrow 8/9 same time 8:00 AM PST to discuss this further.

            I just have a question that if we change the invoice management logic to fetch data based on Billed Rate then will this be acceptable to all customers in general? Or do we need to make some flag and keep Billed Rate limited to BCC only? We can discuss this tomorrow please.

            Thanks,
            Amnesh Goel

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - Hi Debbie Kulling , This is as per our discussion on having this new feature in WT. Below are the points that we discussed. Current Invoice management works benefit by benefit and after this change, it should give ability to work on all benefits at the same time. Invoice management should consider Billed Rate column as it works for Benefit wise billing details report. Output of Invoice management should be like benefit wise billing details report. You would be checking how Invoice management works in totality and I'll also gather working knowledge of invoice management at my end. We can talk tomorrow 8/9 same time 8:00 AM PST to discuss this further. I just have a question that if we change the invoice management logic to fetch data based on Billed Rate then will this be acceptable to all customers in general? Or do we need to make some flag and keep Billed Rate limited to BCC only? We can discuss this tomorrow please. Thanks, Amnesh Goel
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            Hi Debbie Kulling,

            Do you have any updates on it? In mean-time I have checked how Invoice Management report works.

            When can we connect on this please?

            Thanks,
            Amnesh Goel

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - Hi Debbie Kulling , Do you have any updates on it? In mean-time I have checked how Invoice Management report works. When can we connect on this please? Thanks, Amnesh Goel
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT - Sprint 10 [ 24 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked higher
            shyam.sharma shyam sharma (Inactive) made changes -
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Report(10109)
            Hide
            amnesh.goel Amnesh Goel (Inactive) added a comment -

            HI Debbie Kulling,

            What will be good time to discuss this?

            Development on this ticket is not yet started as we do not have clear understanding of BCC requirement.

            Thanks,
            Amnesh Goel

            Show
            amnesh.goel Amnesh Goel (Inactive) added a comment - HI Debbie Kulling , What will be good time to discuss this? Development on this ticket is not yet started as we do not have clear understanding of BCC requirement. Thanks, Amnesh Goel
            amnesh.goel Amnesh Goel (Inactive) made changes -
            Code Reviewed By Amnesh Goel [ 11902 ]
            Developer Jyoti Agrawal [ jyoti.agrawal ]
            Issue Importance Must Have [ 11800 ]
            QA Deepali Tidke [ deepalit ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Dev Due Date 26/Aug/2016
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT - Sprint 10 [ 24 ] WT-Sprint 11 [ 25 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked higher
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT-Sprint 11 [ 25 ] WT-Sprint 12 [ 26 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked higher
            amnesh.goel Amnesh Goel (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: In Analysis(10204) Parent values: Development(10200)Level 1 values: In Progress(10206)
            amnesh.goel Amnesh Goel (Inactive) made changes -
            Assignee Amnesh Goel [ amnesh.goel ] Jyoti Agrawal [ jyoti.agrawal ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Dev Due Date 26/Aug/2016 30/Nov/2016
            Dev Estimates 450
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT Sprint 12 [ 26 ] WT Sprint 13 [ 27 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked lower
            deepalit Deepali Tidke (Inactive) made changes -
            QA Deepali Tidke [ deepalit ] Venkatesh Pujari [ venkatesh.pujari ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT Sprint 13 [ 27 ] WT Sprint 14 [ 29 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked lower
            Hide
            alankar.chavan Alankar Chavan (Inactive) added a comment -

            Hello Prasanna Karlekar

            We have completed the Test Case writing for BCC Invoice Enhancement - Report, based on our discussions, meetings and provided mock ups.
            Attached excel contains 6 sheets, where you can get the tab and feature wise consolidated test cases.

            Please do let us know in case you need any discussion or do we need to think / add cases over few more scenarios.

            CC - Deepali Tidke Rakesh Roy Prasanna Karlekar Amnesh GoelVenkatesh PujariAniruddha Dev Rashmita Dudhe Hrishikesh Deshpande

            Show
            alankar.chavan Alankar Chavan (Inactive) added a comment - Hello Prasanna Karlekar We have completed the Test Case writing for BCC Invoice Enhancement - Report, based on our discussions, meetings and provided mock ups. Attached excel contains 6 sheets, where you can get the tab and feature wise consolidated test cases. Please do let us know in case you need any discussion or do we need to think / add cases over few more scenarios. CC - Deepali Tidke Rakesh Roy Prasanna Karlekar Amnesh Goel Venkatesh Pujari Aniruddha Dev Rashmita Dudhe Hrishikesh Deshpande
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Attachment Invoice Test Cases.xls [ 28899 ]
            rakesh.shahane Rakesh Shahane (Inactive) made changes -
            Link This issue relates to WT-5308 [ WT-5308 ]
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            We want to schedule a call with you to discuss the changes and certain scenarios. Lalit had already shared the details with you.
            Please let us know when can we have this call. Your earliest availability will be helpful.

            Thanks,
            Prasanna

            cc: Amnesh Goel, Lalit Kumar, shyam sharma

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , We want to schedule a call with you to discuss the changes and certain scenarios. Lalit had already shared the details with you. Please let us know when can we have this call. Your earliest availability will be helpful. Thanks, Prasanna cc: Amnesh Goel , Lalit Kumar , shyam sharma
            shyam.sharma shyam sharma (Inactive) made changes -
            Sprint WT Sprint 14 [ 29 ] WT Sprint 15 [ 30 ]
            shyam.sharma shyam sharma (Inactive) made changes -
            Rank Ranked lower
            ashwin.wankhede Ashwin Wankhede (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: In Progress(10206) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            We have given the development done till now on LB.
            Known issues are mentioned in WT-5848 for reference. We will be fixing these at earliest.
            Please note that functionality review is done but code review is pending.
            Code review will be done before this enhancement gets deployed on Stage.

            cc: shyam sharma, Rakesh Roy, Alankar Chavan

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - We have given the development done till now on LB. Known issues are mentioned in WT-5848 for reference. We will be fixing these at earliest. Please note that functionality review is done but code review is pending. Code review will be done before this enhancement gets deployed on Stage. cc: shyam sharma , Rakesh Roy , Alankar Chavan
            prasanna Prasanna Karlekar (Inactive) made changes -
            Status In Development [ 10007 ] Local Testing [ 10200 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Jyoti Agrawal [ jyoti.agrawal ] Alankar Chavan [ alankar.chavan ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Code Reviewed By Amnesh Goel [ 11902 ] Prasanna Karlekar [ 11907 ]
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Link This issue relates to WT-5977 [ WT-5977 ]
            alankar.chavan Alankar Chavan (Inactive) made changes -
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            alankar.chavan Alankar Chavan (Inactive) made changes -
            Link This issue relates to WT-6211 [ WT-6211 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Component/s BenAdmin [ 10000 ]
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Link This issue relates to WT-6327 [ WT-6327 ]
            aniruddha.dev Aniruddha Dev (Inactive) made changes -
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            khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602)
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Link This issue relates to WT-6567 [ WT-6567 ]
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            rakeshr Rakesh Roy (Inactive) made changes -
            Status Local Testing [ 10200 ] Pending for Stage Approval [ 10300 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Pending for Stage Approval [ 10300 ] Approved for Stage [ 10030 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Status Approved for Stage [ 10030 ] Stage Testing [ 10201 ]
            alankar.chavan Alankar Chavan (Inactive) logged work - 23/Nov/16 06:02 AM
            • Time Spent:
              7h
               
              <No comment>
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            Worklog Id 10257 [ 10257 ]
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            surender.kumar surender kumar (Inactive) made changes -
            Link This issue relates to WT-6945 [ WT-6945 ]
            alankar.chavan Alankar Chavan (Inactive) logged work - 07/Dec/16 12:57 PM
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              overall testing for column headers etc issues on stage

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            jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 07/Dec/16 01:35 PM
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              Code integration in production

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            prasanna Prasanna Karlekar (Inactive) logged work - 07/Dec/16 03:21 PM - edited
            • Time Spent:
              4h
               

              Client Call
              Discussion on reply for queries discussed in call and MOM for call.
              Discussion on scenario for adjustments in first invoice and retro term adjustments for subsequent invoices.
              Discussion on code checkin for Production Branch
              Discussion with GD on alignment difference for column headers and values for Grid on UI.

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            jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 08/Dec/16 01:30 PM
            • Time Spent:
              7h
               
              • Code check-in in production
              • Adjustment,Billing and invoice summary testing in production
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
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            surender.kumar surender kumar (Inactive) logged work - 08/Dec/16 06:33 PM
            • Time Spent:
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              Code check-in in production

              Testing on Production For following points:

              • Template creation
              • Edit Template
              • View Finalized Invoices
              • Generate and View Invoices screen
              • Upload / Download document
              • Download Excel
            prasanna Prasanna Karlekar (Inactive) logged work - 08/Dec/16 08:41 PM
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              Client call
              Discussion on points discussed in call.
              Production deployment preparation and execution.
              Discussion and emails related deployment of this enhancement on Production.
              Discussion with GD for UI grid issue.

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            Status Stage Testing [ 10201 ] Pending for Production Approval [ 10301 ]
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            prasanna Prasanna Karlekar (Inactive) logged work - 14/Dec/16 08:26 PM
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              Client call and MOM discussion.

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            alankar.chavan Alankar Chavan (Inactive) added a comment -

            Hello Jyoti Agrawal,

            As this and WT-6331 are the parent JIRAs related to whole BCC Enhancement - please assign this tickets when all the linked items as well as WT-6331 is fixed and deployed

            Show
            alankar.chavan Alankar Chavan (Inactive) added a comment - Hello Jyoti Agrawal , As this and WT-6331 are the parent JIRAs related to whole BCC Enhancement - please assign this tickets when all the linked items as well as WT-6331 is fixed and deployed
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Assignee Alankar Chavan [ alankar.chavan ] Jyoti Agrawal [ jyoti.agrawal ]
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Item State Parent values: Production QA(10203)Level 1 values: Production Deployed(10221) Parent values: Production QA(10203)Level 1 values: Re-open(10220)
            alankar.chavan Alankar Chavan (Inactive) made changes -
            Status Production Testing [ 10202 ] Reopen in Production [ 10027 ]
            alankar.chavan Alankar Chavan (Inactive) logged work - 15/Dec/16 12:48 PM
            • Time Spent:
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              Prod Testing

            alankar.chavan Alankar Chavan (Inactive) made changes -
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            jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 04/Jan/17 12:43 PM
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              Test company creation for invoice testing

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            Status Local Testing [ 10200 ] Pending for Stage Approval [ 10300 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Pending for Stage Approval [ 10300 ] Approved for Stage [ 10030 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Approved for Stage [ 10030 ] Stage Testing [ 10201 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Stage Testing [ 10201 ] Pending for Production Approval [ 10301 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Pending for Production Approval [ 10301 ] Approved for production [ 10034 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Approved for production [ 10034 ] Production Testing [ 10202 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Production Testing [ 10202 ] Production Complete [ 10028 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Resolution Done [ 10000 ] Fixed [ 1 ]
            Status Production Complete [ 10028 ] Closed [ 6 ]
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            Hi Debbie Kulling,

            We are closing this ticket as all the linked bugs have been fixed. Please let us know if you any queries on this.

            Prasanna Karlekar

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Debbie Kulling , We are closing this ticket as all the linked bugs have been fixed. Please let us know if you any queries on this. Prasanna Karlekar Thanks, Venkatesh
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Assignee Jyoti Agrawal [ jyoti.agrawal ] Debbie Kulling [ dkulling ]
            Transition Time In Source Status Execution Times
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              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Developer:
              Jyoti Agrawal (Inactive)
              QA:
              Venkatesh Pujari (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:
                Dev Due Date:

                  Time Tracking

                  Estimated:
                  Original Estimate - 110h
                  110h
                  Remaining:
                  Time Spent - 37h Remaining Estimate - 73h
                  73h
                  Logged:
                  Time Spent - 37h Remaining Estimate - 73h
                  37h