Hi Debbie Kulling,

Yesterday while discusing changes related to invoice summary we had only considered the export to excel part.
How it should appear on UI was not considered by us, so this was not discussed in yesterday's call.
We think that Invoice Summary on UI should appear the same way as it is appearing currently, i.e. Plan wise display only.
But this will create difference in look and feel as excel will have more detailed version and on UI it will be just planwise summary.

In attached excel, on Tab named "Excel", we have shown how it will appear in Excel after download is done.
On Tab named "UI", we have shown how it will appear on UI.

Could you please confirm, whether both excel and UI output for summary is fine or not?

Thanks,
Jyoti Agrawal

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

Hi Debbie Kulling,

We have started with the development of 'Excel' part of Invoice Summary. It will be helpful if you update us on how to display summary on UI.

Thanks,
Jyoti Agrawal

Below are updates from meeting on Friday 12 May.

1. Excel and UI for invoice summary needs to be same.
2. The current option to select number of records to display is fine.
3. Excel functionality can be delivered first followed by invoice summary on UI.

CC: Satya,Prasanna Karlekar,Jyoti Agrawal,Venkatesh Pujari

Regards,
Lalit Kumar

Affected Areas : Invoice Summary in Excel

Affected files :
OES_SP_Report_GetBillingDetailsColumnWise_InvoiceBenefitWise
OES_SP_GetInvoiceSummary
CreateExcelFile.cs
InvoiceExportDetails.cs

Tested scenarios :-
Indivisual record :-
Correct enrollment count
Correct member count
Correct Volume sum
Correct Total sum

Plan level:-
All plans in one block
'Benefit Wise Total' after every plan block
Correct month order
Different +ve and -ve adjustment
Correct sum up all adjustment records
Correct 'Benefit Wise Total' records

Benefit level:-
One benefit in one block
'Benefit Wise Total' after every benefit level
Correct total

Grand total :-
Correct grand total

Hi Jyoti Agrawal,

Testing is in progress. Will update you once all scenarios are tested.

Thanks,
Venkatesh

Hi Jyoti Agrawal,

I have tested this enhancement on LB on ASML and City of Durham companies. Tested the below listed scenarios and they seem to be working as per expectation:-

Individual record :-
Correct enrollment count
Correct member count
Correct Volume sum
Correct Total sum

Plan level:-
All plans in one block
'Benefit Wise Total' after every plan block
Correct month order
Different +ve and -ve adjustment
Correct sum up all adjustment records
Correct 'Benefit Wise Total' records

Benefit level:-
One benefit in one block
'Benefit Wise Total' after every benefit level
Correct total

Grand total :-
Correct grand total

Also verified by changing the coverage after first invoice is generated. Proper adjustments are displayed on the next invoice

This is ready for Stage

Sachin Hingole,Prasanna Karlekar

Thanks,
Venkatesh

Hi Jyoti Agrawal,

I have tested this enhancement on Stage on AFI For Hspl company. Tested the below listed scenarios and they seem to be working as per expectation:-

Individual record :-
Correct enrollment count
Correct member count
Correct Volume sum
Correct Total sum

Plan level:-
All plans in one block
'Benefit Wise Total' after every plan block
Correct month order
Different +ve and -ve adjustment
Correct sum up all adjustment records
Correct 'Benefit Wise Total' records

Benefit level:-
One benefit in one block
'Benefit Wise Total' after every benefit level
Correct total

Grand total :-
Correct grand total
Also verified by changing the coverage after first invoice is generated. Proper adjustments are displayed on the next invoice

This is ready for Production.

Sachin Hingole,Prasanna Karlekar

Thanks,
Venkatesh

Hi Debbie Kulling,

The enhancement has been deployed on Stage and also tested by QA. Please could you also verify at your end. Below are the points which are not covered in this ticket:-

1] Covered Salary part is not done
2] Family rates coverage part is also not covered yet.

Please let us know if you have any queries on this

Prasanna Karlekar

Thanks,
Venkatesh

Hi Debbie Kulling,

This request has been deployed on production and also tested. Please could you verify and let us know if you have any queries on this.

Prasanna Karlekar,Jyoti Agrawal

Thanks,
Venkatesh