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Type:
Enhancement
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Status: Production Complete
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Priority:
Medium
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: None
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Component/s: BenAdmin
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Labels:None
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Module:BenAdmin - Report
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Reported by:Support
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Item State:Production Complete - Closed
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Sprint:WT Sprint 25, WT Sprint 27
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Severity:Simple
Would it be possible to add the invoice summary below to the "view finalized invoice" section
- relates to
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WT-9293 Invoice Summary should have Volume and Coverage Months
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- Closed
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| Remaining Estimate | 0h [ 0 ] | |
| Time Spent | 0.75h [ 2700 ] | |
| Worklog Id | 23896 [ 23896 ] |
| Assignee | Prasanna Karlekar [ prasanna ] | Debbie Kulling [ dkulling ] |
| Assignee | Debbie Kulling [ dkulling ] | Prasanna Karlekar [ prasanna ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Assignee | Prasanna Karlekar [ prasanna ] | Debbie Kulling [ dkulling ] |
| Worklog Id | 23896 [ 23896 ] |
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- Time Spent:
- 0.75h
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Requirement go through
Analysis
JIRA Update
I am checking with BCC I will get back to you asap
| Module | Parent values: BenAdmin(10100) | Parent values: BenAdmin(10100)Level 1 values: Report(10109) |
BCC would like option 1
1. We can add Invoice Summary tab whenever we export the invoice to excel. So invoice and its related summary will be together. This will be available on both screens Invoice Management and View Finalized Invoice screen.
| Environment | Production [ 10005 ] | |
| Issue Type | Support Activity [ 10301 ] | Enhancement [ 4 ] |
| Status | In Progress [ 3 ] | Pending for Approval [ 10002 ] |
| Support Task Type | Customization [ 11204 ] | |
| Workflow | WT_Support [ 32326 ] | WT_Features [ 33337 ] |
Do you have any idea when this will make it in the queue?
| Sprint | WT Sprint 25 [ 46 ] | |
| Original Estimate | 0h [ 0 ] |
Hi Debbie Kulling,
Once we get the approval, this will be scheduled in current or next week.
Thank you!
cc: Satya, Jyoti Agrawal, Sachin Hingole
| Time Spent | 0.75h [ 2700 ] | 1h [ 3600 ] |
| Worklog Id | 30664 [ 30664 ] |
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| Worklog Id | 30823 [ 30823 ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 1.25h [ 4500 ] | 2.25h [ 8100 ] |
| Worklog Id | 30960 [ 30960 ] |
Harshada Borole (Inactive)
logged work - 14/Mar/17 04:24 PM -
- Time Spent:
- 5h
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Analysis of code
Coding
Documentation
Harshada Borole (Inactive)
made changes -
| Time Spent | 2.25h [ 8100 ] | 7.25h [ 26100 ] |
| Worklog Id | 31040 [ 31040 ] |
| Code Reviewed By | Prasanna Karlekar [ 11907 ] | |
| Dev Due Date | 21/Mar/2017 | |
| Dev Estimates | 30 |
| Status | Pending for Approval [ 10002 ] | Approved for Development [ 10003 ] |
| Status | Approved for Development [ 10003 ] | In Development [ 10007 ] |
| Assignee | Debbie Kulling [ dkulling ] | Jyoti Agrawal [ jyoti.agrawal ] |
| Developer | Jyoti Agrawal [ jyoti.agrawal ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 7.25h [ 26100 ] | 14.25h [ 51300 ] |
| Worklog Id | 31842 [ 31842 ] |
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Discussion on Invoice Summary - Script changes to be done to fetch the summary
Hi Debbie Kulling,
This enhancement is in progress. Please could you look into the below queries for this enhancement :-
1] Do you want the Invoice summary to be on the first tab or the second tab ?
2] Also please let us know if you want the Invoice Summary section (find attached screen shot (InvoiceSummary.png)) on the Invoice Summary tab also as this is already present on the BenefitWise Invoice tab ?
Harshada Borole,Prasanna Karlekar
Thanks,
Venkatesh
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| Worklog Id | 31962 [ 31962 ] |
| Attachment | InvoiceSummary.png [ 42390 ] |
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| Worklog Id | 31962 [ 31962 ] |
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Jyoti Agrawal (Inactive)
made changes -
| Assignee | Jyoti Agrawal [ jyoti.agrawal ] | Debbie Kulling [ dkulling ] |
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- Time Spent:
- 1.5h
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Invoice Summary - Excel related code changes discussion
Discussion on scenario testing
Jyoti Agrawal (Inactive)
logged work - 22/Mar/17 04:31 PM -
- Time Spent:
- 6h
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Coding , discussion with Prasanna
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- Time Spent:
- 2h
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Invoice Summary Discussion
Pair Programming - Member Count Calculation
| Status | In Development [ 10007 ] | Mockup Approval [ 10010 ] |
| Status | Mockup Approval [ 10010 ] | Mockup Approved [ 10012 ] |
Jyoti Agrawal (Inactive)
logged work - 23/Mar/17 04:38 PM -
- Time Spent:
- 3.5h
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Coding, testing, discussion with Prasanna
Jyoti Agrawal (Inactive)
made changes -
| Item State | Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) |
Hi Venkatesh Pujari,
For now we are giving invoice summary in second tab of Invoice excel. We are showing only summary detail in excel.
Affected areas :-
1) Excel download from Generate & View Invoices page.
2) Excel download from View finalized Invoices page
Thanks,
Jyoti A
Jyoti Agrawal (Inactive)
added a comment - Hi Venkatesh Pujari ,
For now we are giving invoice summary in second tab of Invoice excel. We are showing only summary detail in excel.
Affected areas :-
1) Excel download from Generate & View Invoices page.
2) Excel download from View finalized Invoices page
Thanks,
Jyoti A Jyoti Agrawal (Inactive)
made changes -
| QA | Venkatesh Pujari [ venkatesh.pujari ] |
Jyoti Agrawal (Inactive)
made changes -
| Status | Mockup Approved [ 10012 ] | In Development [ 10007 ] |
Khandu Kshirsagar (Inactive)
made changes -
| Item State | Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) |
Jyoti Agrawal (Inactive)
made changes -
| Assignee | Debbie Kulling [ dkulling ] | Venkatesh Pujari [ venkatesh.pujari ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 21.25h [ 76500 ] | 27.25h [ 98100 ] |
| Worklog Id | 33416 [ 33416 ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 27.25h [ 98100 ] | 33.25h [ 119700 ] |
| Worklog Id | 33420 [ 33420 ] |
| Status | In Development [ 10007 ] | Local Testing [ 10200 ] |
| Item State | Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) | Parent values: LB QA(10201)Level 1 values: In Testing(10210) |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 33.25h [ 119700 ] | 36.75h [ 132300 ] |
| Worklog Id | 33428 [ 33428 ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 36.75h [ 132300 ] | 37h [ 133200 ] |
| Worklog Id | 33433 [ 33433 ] |
Hi Jyoti Agrawal,
As per your comments above I have verified the Invoice Summary added on file downloaded from Generate & View Invoices page and also from View finalized Invoices page. The summary which is displayed on Invoice summary tab is only displayed on Excel.
This is ready for Stage
Thanks,
Venkatesh
| Time Spent | 37h [ 133200 ] | 37.5h [ 135000 ] |
| Worklog Id | 33437 [ 33437 ] |
| Item State | Parent values: LB QA(10201)Level 1 values: In Testing(10210) | Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213) |
| Status | Local Testing [ 10200 ] | Pending for Stage Approval [ 10300 ] |
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 37.5h [ 135000 ] | 37.75h [ 135900 ] |
| Worklog Id | 33865 [ 33865 ] |
Khandu Kshirsagar (Inactive)
made changes -
| Item State | Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213) | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) |
| Status | Pending for Stage Approval [ 10300 ] | Approved for Stage [ 10030 ] |
| Status | Approved for Stage [ 10030 ] | Stage Testing [ 10201 ] |
| Item State | Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) | Parent values: Stage QA(10202)Level 1 values: In Testing(10214) |
| Item State | Parent values: Stage QA(10202)Level 1 values: In Testing(10214) | Parent values: Stage QA(10202)Level 1 values: Re-open(10216) |
| Status | Stage Testing [ 10201 ] | Reopen in Stage [ 10023 ] |
Hi Jyoti Agrawal,
I have verified the Invoice Summary added on file downloaded from Generate & View Invoices page and also from View finalized Invoices page. But there is an issue with count of Enrollments,Covered members and Cost also. Please could you look into this ASAP.
Thanks,
Venkateh
| Assignee | Venkatesh Pujari [ venkatesh.pujari ] | Jyoti Agrawal [ jyoti.agrawal ] |
| Time Spent | 37.75h [ 135900 ] | 38.75h [ 139500 ] |
| Worklog Id | 33984 [ 33984 ] |
Jyoti Agrawal (Inactive)
logged work - 27/Mar/17 01:48 PM -
- Time Spent:
- 1.5h
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Issue analysis, discussion on issue
Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 38.75h [ 139500 ] | 40.25h [ 144900 ] |
| Worklog Id | 34024 [ 34024 ] |
Can you please provide an ETA on when this will be release to stage
Hi Debbie Kulling,
This enhancement has been deployed on Stage but we have found one issue due to which it has been reopened on Stage. We will update you once this issue is fixed.
Jyoti Agrawal,Prasanna Karlekar
Thanks,
Venkatesh
| Sprint | WT Sprint 25 [ 46 ] | WT Sprint 25, WT Sprint 26 [ 46, 49 ] |
| Time Spent | 40.25h [ 144900 ] | 40.75h [ 146700 ] |
| Worklog Id | 34186 [ 34186 ] |
| Time Spent | 40.75h [ 146700 ] | 41.25h [ 148500 ] |
| Worklog Id | 34269 [ 34269 ] |
| Time Spent | 41.25h [ 148500 ] | 41.75h [ 150300 ] |
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| Time Spent | 41.75h [ 150300 ] | 43.25h [ 155700 ] |
| Worklog Id | 34288 [ 34288 ] |
| Time Spent | 43.25h [ 155700 ] | 45.25h [ 162900 ] |
| Worklog Id | 34338 [ 34338 ] |
Lalit Kumar (Inactive)
made changes -
| Attachment | WT-8357.docx [ 43482 ] |
Hello Debbie Kulling,
In the attached document WT-8357.docx
certain observation about invoice summary are shared.
We would like to know your views on the same.
Regards,
Lalit Kumar
Lalit Kumar (Inactive)
added a comment - Hello Debbie Kulling ,
In the attached document WT-8357.docx certain observation about invoice summary are shared.
We would like to know your views on the same.
Regards,
Lalit Kumar
CC: Prasanna Karlekar , Jyoti Agrawal , Venkatesh Pujari Jyoti Agrawal (Inactive)
made changes -
| Time Spent | 45.25h [ 162900 ] | 47.25h [ 170100 ] |
| Worklog Id | 34965 [ 34965 ] |
| Time Spent | 47.25h [ 170100 ] | 48h [ 172800 ] |
| Worklog Id | 35321 [ 35321 ] |
Hi Debbie Kulling,
We need your help on approach specified in WT-8357.docx .
Please update.
| Assignee | Jyoti Agrawal [ jyoti.agrawal ] | Debbie Kulling [ dkulling ] |
| Sprint | WT Sprint 25, WT Sprint 26 [ 46, 49 ] | WT Sprint 25, WT Sprint 27 [ 46, 52 ] |
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- Time Spent:
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Requirement Discussion
Hello All,
Adding the discussion over email here in comments.
Below is the invoice summary format shared by Debbie.
| Benefit Type | Plan Design Name | Enrollment Count | Covered Member Count | Coverage Month | Volume | Total Amount |
|---|---|---|---|---|---|---|
| Basic ADD | AD&D-Basic ADD-CIGNA Ancillary | 1305 | 1305 | 5/1/2017 | 1,000,000 | 2560.00 |
| Basic ADD | AD&D-Basic ADD-CIGNA Ancillary | 5 | 5 | 4/1/2017 | 100,000 | 13.50 |
| Basic ADD | AD&D-Basic ADD-CIGNA Ancillary | -2 | -2 | 3/1/2017 | -25,000 | -7.50 |
| Basic ADD | AD&D-Basic ADD-CIGNA Ancillary | -1 | -1 | 3/1/2017 | -15,000 | -3.25 |
| Totals | 1307 | 1307 | ALL | 1,040,000 |
Query from Harbinger
- Is the entire summary illustrated in above example required or only the final row (shown as total is required).
- In case on entire format (per plan- per month) , the summary could end up having large number of records. For example 10 plan and 8 months could result in 80 rows.
- In case of only final row (per plan), only 10 rows would be there.
Points confirmed during call
- For health plans volume column will be blank.
CC: Debbie Kulling,Satya,Jyoti Agrawal,Venkatesh Pujari,Lalit Kumar
Lalit Kumar (Inactive)
added a comment - - edited Hello All,
Adding the discussion over email here in comments.
Below is the invoice summary format shared by Debbie.
Benefit Type
Plan Design Name
Enrollment Count
Covered Member Count
Coverage Month
Volume
Total Amount
Basic ADD
AD&D-Basic ADD-CIGNA Ancillary
1305
1305
5/1/2017
1,000,000
2560.00
Basic ADD
AD&D-Basic ADD-CIGNA Ancillary
5
5
4/1/2017
100,000
13.50
Basic ADD
AD&D-Basic ADD-CIGNA Ancillary
-2
-2
3/1/2017
-25,000
-7.50
Basic ADD
AD&D-Basic ADD-CIGNA Ancillary
-1
-1
3/1/2017
-15,000
-3.25
Totals
1307
1307
ALL
1,040,000
Query from Harbinger
Is the entire summary illustrated in above example required or only the final row (shown as total is required).
In case on entire format (per plan- per month) , the summary could end up having large number of records. For example 10 plan and 8 months could result in 80 rows.
In case of only final row (per plan), only 10 rows would be there.
Points confirmed during call
For health plans volume column will be blank.
CC: Debbie Kulling , Satya , Jyoti Agrawal , Venkatesh Pujari , Lalit Kumar I had a call with BCC today and the example above is correct. It is ok that there may be many rows on the summary due to adjustments. The summary should have a total for each benefit type.
It is ok that the volume would be blank for non volume based benefits. But please remember the volume need to represent the amount that the rate is based on. Either coverage or covered payroll
Lalit Kumar (Inactive)
made changes -
| Time Spent | 48h [ 172800 ] | 48.25h [ 173700 ] |
| Worklog Id | 39122 [ 39122 ] |
Lalit Kumar (Inactive)
made changes -
| Worklog Id | 39122 [ 39122 ] |
Lalit Kumar (Inactive)
made changes -
| Time Spent | 48.25h [ 173700 ] | 48.75h [ 175500 ] |
| Worklog Id | 39139 [ 39139 ] |
| Dev Due Date | 21/Mar/2017 |
| Status | Reopen in Stage [ 10023 ] | In Development [ 10007 ] |
| Status | In Development [ 10007 ] | Local Testing [ 10200 ] |
| Status | Local Testing [ 10200 ] | Pending for Stage Approval [ 10300 ] |
| Status | Pending for Stage Approval [ 10300 ] | Approved for Stage [ 10030 ] |
| Status | Approved for Stage [ 10030 ] | Stage Testing [ 10201 ] |
Mentioned change request has been taken in JIRA ticket: WT-9293.
Venkatesh Pujari: Please make this ticket ready for production, when related ticket is deployed & tested till stage.
Regards,
Satya Prakash
| Assignee | Debbie Kulling [ dkulling ] | Venkatesh Pujari [ venkatesh.pujari ] |
| Item State | Parent values: Stage QA(10202)Level 1 values: Re-open(10216) | Parent values: Stage QA(10202)Level 1 values: Production Deployment on Hold(10224) |
Can we test this on stage
Hello Debbie Kulling,
The format shown above for billing summary was later modified after discussion. A separate ticket WT-9293 is created for the latest format. The ticket Wt-9293 is still under development. Team is also awaiting your response on a query posted there.
Regards,
Lalit
Lalit Kumar (Inactive)
added a comment - Hello Debbie Kulling ,
The format shown above for billing summary was later modified after discussion. A separate ticket WT-9293 is created for the latest format. The ticket Wt-9293 is still under development. Team is also awaiting your response on a query posted there.
Regards,
Lalit
CC: Prasanna Karlekar , Jyoti Agrawal , Rakesh Roy , Satya | Item State | Parent values: Stage QA(10202)Level 1 values: Production Deployment on Hold(10224) | Parent values: Production QA(10203)Level 1 values: In Testing(10218) |
| Status | Stage Testing [ 10201 ] | Pending for Production Approval [ 10301 ] |
| Status | Pending for Production Approval [ 10301 ] | Approved for production [ 10034 ] |
| Status | Approved for production [ 10034 ] | Production Testing [ 10202 ] |
| Assignee | Venkatesh Pujari [ venkatesh.pujari ] | Debbie Kulling [ dkulling ] |
| Resolution | Done [ 10000 ] | |
| Status | Production Testing [ 10202 ] | Production Complete [ 10028 ] |
| Item State | Parent values: Production QA(10203)Level 1 values: In Testing(10218) | Parent values: Production Complete(10222)Level 1 values: Closed(10223) |
Hi Debbie Kulling,
This has been deployed on stage and production. Also QA testing is complete. Please could you verify and close the ticket.
Thanks,
Venkatesh
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Hi Debbie Kulling,
This can be done in following ways:
1. We can add Invoice Summary tab whenever we export the invoice to excel. So invoice and its related summary will be together. This will be available on both screens Invoice Management and View Finalized Invoice screen.
2. Adding one column on View Finalized Invoice screen and providing link/icon to either display Summary in popup.
3. Adding one column on View Finalized Invoice screen and providing link/icon to download summary in excel.
Please update on the approach that we need to work on.
Thank you!
cc: Jyoti Agrawal, Venkatesh Pujari, Lalit Kumar