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  1. WORKTERRA
  2. WT-8357

Invoice Management Enhancement - Add invoice summary

    Details

    • Type: Enhancement
    • Status: Production Complete
    • Priority: Medium
    • 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
    • Sprint:
      WT Sprint 25, WT Sprint 27
    • Severity:
      Simple

      Description

      Would it be possible to add the invoice summary below to the "view finalized invoice" section

        Attachments

        1. image-2017-02-08-11-17-25-862.png
          image-2017-02-08-11-17-25-862.png
          61 kB
        2. image-2017-02-08-11-17-47-749.png
          image-2017-02-08-11-17-47-749.png
          13 kB
        3. InvoiceSummary.png
          InvoiceSummary.png
          49 kB
        4. WT-8357.docx
          19 kB

          Issue Links

            Activity

            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment - - edited

            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

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - - edited 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
            Hide
            dkulling Debbie Kulling added a comment -

            I am checking with BCC I will get back to you asap

            Show
            dkulling Debbie Kulling added a comment - I am checking with BCC I will get back to you asap
            Hide
            dkulling Debbie Kulling added a comment -

            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.

            Show
            dkulling Debbie Kulling added a comment - 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.
            Hide
            dkulling Debbie Kulling added a comment -

            Do you have any idea when this will make it in the queue?

            Show
            dkulling Debbie Kulling added a comment - Do you have any idea when this will make it in the queue?
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            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

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - 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
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - - edited

            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

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

            Hi Debbie Kulling,

            Any updates on our queries ?

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Debbie Kulling , Any updates on our queries ? Thanks, Venkatesh
            Hide
            jyoti.agrawal 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

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

            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

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

            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.

            Prasanna Karlekar

            Thanks,
            Venkateh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - 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. Prasanna Karlekar Thanks, Venkateh
            Hide
            dkulling Debbie Kulling added a comment -

            Can you please provide an ETA on when this will be release to stage

            Show
            dkulling Debbie Kulling added a comment - Can you please provide an ETA on when this will be release to stage
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            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

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

            Show
            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
            Hide
            prasanna Prasanna Karlekar (Inactive) added a comment -

            Hi Debbie Kulling,

            We need your help on approach specified in WT-8357.docx .
            Please update.

            cc: Lalit Kumar, Jyoti Agrawal, Venkatesh Pujari

            Show
            prasanna Prasanna Karlekar (Inactive) added a comment - Hi Debbie Kulling , We need your help on approach specified in WT-8357.docx . Please update. cc: Lalit Kumar , Jyoti Agrawal , Venkatesh Pujari
            Hide
            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

            Show
            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
            Hide
            dkulling Debbie Kulling added a comment -

            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

            Show
            dkulling Debbie Kulling added a comment - 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
            Hide
            satyap Satya added a comment -

            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

            Cc: Prasanna Karlekar Vijay Siddha Rakesh Roy

            Show
            satyap Satya added a comment - 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 Cc: Prasanna Karlekar Vijay Siddha Rakesh Roy
            Hide
            dkulling Debbie Kulling added a comment -

            Can we test this on stage

            Show
            dkulling Debbie Kulling added a comment - Can we test this on stage
            Hide
            lalit.kumar 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

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

            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

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

              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:
              5 Start watching this issue

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