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  1. WORKTERRA
  2. WT-7519

TIBCO Invoice Mangement - Template Changes

    Details

    • Type: Enhancement
    • Status: In Development
    • Priority: High
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Support
    • Company:
      TIBCO
    • Item State:
      Development - On Hold
    • Sprint:
      WT Sprint 34 - Enhancements, WT Sprint 40 - Enhancement

      Description

      BCC is not able to edit the template created under TIBCO. The have a modification that needs to be done before the February Bill is generated. Everything is greyed out

        Attachments

        1. Editing-Template.docx
          19 kB
        2. Editing-Template - Responses.docx
          22 kB
        3. image-2017-01-03-11-46-03-626.png
          image-2017-01-03-11-46-03-626.png
          151 kB
        4. Updated WBS WT-7519.xls
          9 kB
        5. WBS WT-7519.xls
          9 kB

          Issue Links

            Activity

            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            Hi Debbie Kulling,

            We have verified this on our end and observed that the customization on the invoice template page is greyed out this is because one or more invoices are already generated with this customization. If you want to make any changes on template page you will have to delete all the generated invoices. Please could you verify and let us know if you need any more information on this.

            Prasanna Karlekar,Alankar Chavan

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Debbie Kulling , We have verified this on our end and observed that the customization on the invoice template page is greyed out this is because one or more invoices are already generated with this customization. If you want to make any changes on template page you will have to delete all the generated invoices. Please could you verify and let us know if you need any more information on this. Prasanna Karlekar , Alankar Chavan Thanks, Venkatesh
            Hide
            dkulling Debbie Kulling added a comment -

            That is not going to work. They need to be able to make changes. Can we please have a call asap.

            Show
            dkulling Debbie Kulling added a comment - That is not going to work. They need to be able to make changes. Can we please have a call asap.
            Hide
            dkulling Debbie Kulling added a comment -

            I need to discuss this with you all. In the meantime is it possible for you to add Status and DOB fields to the templates for TIBCO, City of Walnut Creek and Community Development Commission

            Show
            dkulling Debbie Kulling added a comment - I need to discuss this with you all. In the meantime is it possible for you to add Status and DOB fields to the templates for TIBCO, City of Walnut Creek and Community Development Commission
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            Hi Prasanna Karlekar,

            Please could you look into the above concern.

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Prasanna Karlekar , Please could you look into the above concern. Thanks, Venkatesh
            Hide
            dkulling Debbie Kulling added a comment -

            I need an update on this. The templates need to have the ability to be modified. Also did you add dob and status?

            Show
            dkulling Debbie Kulling added a comment - I need an update on this. The templates need to have the ability to be modified. Also did you add dob and status?
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            Following are the updates:
            1. Templates need to have the ability to be modified.

            • We have started analyzing the changes and impact of existing data that went on previous generated Invoices. We will have some fix details on this by Wednesday 17 Jan 2017.

            2. Also did you add dob and status?

            • No. We were working on the script to add the fields from backend. With QA verification this is done and tested on HSPL companies today.
              Please let us know following for demographic feilds addition (If yes, then this will be done by tomorrow i.e. 12 Jan 2017.):
              1. Can we execute the script on all 3 BCC companies?
              2. After adding these 2 fields do we need to update the data related to these fields for already generated invoices? Please note, if not updated data will come as blank for these 2 columns on already generated invoices.

            Please, let us know, if you need any more details or if we need to have a call.

            Thank you!

            cc: Jyoti Agrawal, Venkatesh Pujari

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , Following are the updates: 1. Templates need to have the ability to be modified. We have started analyzing the changes and impact of existing data that went on previous generated Invoices. We will have some fix details on this by Wednesday 17 Jan 2017. 2. Also did you add dob and status? No. We were working on the script to add the fields from backend. With QA verification this is done and tested on HSPL companies today. Please let us know following for demographic feilds addition (If yes, then this will be done by tomorrow i.e. 12 Jan 2017.): 1. Can we execute the script on all 3 BCC companies? 2. After adding these 2 fields do we need to update the data related to these fields for already generated invoices? Please note, if not updated data will come as blank for these 2 columns on already generated invoices. Please, let us know, if you need any more details or if we need to have a call. Thank you! cc: Jyoti Agrawal , Venkatesh Pujari
            Hide
            dkulling Debbie Kulling added a comment -

            1. Can we execute the script on all 3 BCC companies? YES
            2. After adding these 2 fields do we need to update the data related to these fields for already generated invoices? Please note, if not updated data will come as blank for these 2 columns on already generated invoices. - The DOB and Status columns do NOT have to be retro added to the templates. We just need them for the Invoices we are set to produce in February. The January, 2017 finalized Invoices do NOT need to be altered at this time. However, if it makes the process simpler for development, they certainly can retro add them. We are looking for what is easiest and quick at this point

            Show
            dkulling Debbie Kulling added a comment - 1. Can we execute the script on all 3 BCC companies? YES 2. After adding these 2 fields do we need to update the data related to these fields for already generated invoices? Please note, if not updated data will come as blank for these 2 columns on already generated invoices. - The DOB and Status columns do NOT have to be retro added to the templates. We just need them for the Invoices we are set to produce in February. The January, 2017 finalized Invoices do NOT need to be altered at this time. However, if it makes the process simpler for development, they certainly can retro add them. We are looking for what is easiest and quick at this point
            Hide
            dkulling Debbie Kulling added a comment -

            Can I please get an update on this. We are going to need to be able to edit templates on an ongoing basis

            Show
            dkulling Debbie Kulling added a comment - Can I please get an update on this. We are going to need to be able to edit templates on an ongoing basis
            Hide
            lalit.kumar Lalit Kumar (Inactive) added a comment -

            Hello Debbie Kulling,

            Prasanna and I did some thinking around this. We have certain queries around this. These are listed in the attached document . Please provide you responses to these.

            Regards,
            Lalit Kumar

            Show
            lalit.kumar Lalit Kumar (Inactive) added a comment - Hello Debbie Kulling , Prasanna and I did some thinking around this. We have certain queries around this. These are listed in the attached document . Please provide you responses to these. Regards, Lalit Kumar
            Hide
            dkulling Debbie Kulling added a comment -

            Editing-Template - Responses.docx

            Please see attached reponses

            Show
            dkulling Debbie Kulling added a comment - Editing-Template - Responses.docx Please see attached reponses
            Hide
            dkulling Debbie Kulling added a comment -

            Can I please get an ETA on this?

            Show
            dkulling Debbie Kulling added a comment - Can I please get an ETA on this?
            Hide
            gaurav.sodani Gaurav Sodani (Inactive) added a comment -

            Hi Debbie Kulling

            We will be taking this up for analysis in our upcoming sprint starting 7/17/2017

            We will be able to provide the ETA before completion of the sprint

            Regards
            Gaurav
            CC: Prasanna Karlekar

            Show
            gaurav.sodani Gaurav Sodani (Inactive) added a comment - Hi Debbie Kulling We will be taking this up for analysis in our upcoming sprint starting 7/17/2017 We will be able to provide the ETA before completion of the sprint Regards Gaurav CC: Prasanna Karlekar
            Hide
            Kira.Hamilton Kira Hamilton (Inactive) added a comment -

            Hello,

            May I please receive an ETA on this?

            Thank you,
            Kira

            Show
            Kira.Hamilton Kira Hamilton (Inactive) added a comment - Hello, May I please receive an ETA on this? Thank you, Kira
            Hide
            lalit.kumar Lalit Kumar (Inactive) added a comment -

            Hello Debbie Kulling,

            FYI - The ticket WT-10591 is created for tracking analysis around this ticket.

            Regards
            Lalit Kumar

            Show
            lalit.kumar Lalit Kumar (Inactive) added a comment - Hello Debbie Kulling , FYI - The ticket WT-10591 is created for tracking analysis around this ticket. Regards Lalit Kumar
            Hide
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            Keeping this ticket on hold as all enhancements are kept on hold for OE 2017

            Gaurav Sodani,Prasanna Karlekar,Satya,Lalit Kumar,Venkatesh Pujari

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Keeping this ticket on hold as all enhancements are kept on hold for OE 2017 Gaurav Sodani , Prasanna Karlekar , Satya , Lalit Kumar , Venkatesh Pujari
            Hide
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            Attached updated WBS . Completed parts are in consistent state.

            Prasanna Karlekar,Gaurav Sodani,Satya

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Attached updated WBS . Completed parts are in consistent state. Prasanna Karlekar , Gaurav Sodani , Satya
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            We have stopped working on this enhancement from 02-Nov-2017 as we did not had approval for development.
            Effort estimates for this task are around 230 hours. We have completed work of around 80 hours but in old UI as we expected this to get deployed in Dec 2017.
            Now after resuming this task, it will take around 200 hours considering the rework for new UI i.e. 28 to 30 working days.
            Please take a note of it.

            Thank you!

            cc: Gaurav Sodani, Satya, Jyoti Agrawal, Venkatesh Pujari, Lalit Kumar

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , We have stopped working on this enhancement from 02-Nov-2017 as we did not had approval for development. Effort estimates for this task are around 230 hours. We have completed work of around 80 hours but in old UI as we expected this to get deployed in Dec 2017. Now after resuming this task, it will take around 200 hours considering the rework for new UI i.e. 28 to 30 working days. Please take a note of it. Thank you! cc: Gaurav Sodani , Satya , Jyoti Agrawal , Venkatesh Pujari , Lalit Kumar

              People

              Assignee:
              jyoti.agrawal Jyoti Agrawal (Inactive)
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Votes:
              0 Vote for this issue
              Watchers:
              6 Start watching this issue

                Dates

                Created:
                Updated:

                  Time Tracking

                  Estimated:
                  Original Estimate - 235h Original Estimate - 235h
                  235h
                  Remaining:
                  Time Spent - 121.25h Remaining Estimate - 166.25h
                  166.25h
                  Logged:
                  Time Spent - 121.25h Remaining Estimate - 166.25h
                  121.25h