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  1. WORKTERRA
  2. WT-9293

Invoice Summary should have Volume and Coverage Months

    Details

    • Type: Change Request
    • Status: Closed
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Client
    • Item State:
      Production Complete - Closed
    • Issue Importance:
      Must Have
    • Sprint:
      WT Sprint 29
    • Severity:
      Simple

      Description

      This JIRA is linked to WT-8357.
      Following changes are required to be done in current Invoice Summary:
      1. Invoice Summary should include Volume for Life plans
      2. Data should be populated per plan and Billing and Adjustment month wise.

      For more details please refer WT-8357 for more details.

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            Activity

            Hide
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            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

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - 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
            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
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            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

            Show
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - 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
            Hide
            lalit.kumar Lalit Kumar (Inactive) added a comment -

            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

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

            Hi Jyoti Agrawal,

            Please find the attached test cases for Invoice summary tab only. Also let me know if anything needs to be added in these.

            Prasanna Karlekar,Sachin Hingole

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Jyoti Agrawal , Please find the attached test cases for Invoice summary tab only. Also let me know if anything needs to be added in these. Prasanna Karlekar , Sachin Hingole Thanks, Venkatesh
            Hide
            jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

            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

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

            Hi Jyoti Agrawal,

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

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Jyoti Agrawal , Testing is in progress. Will update you once all scenarios are tested. Thanks, Venkatesh
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            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

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

            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

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

            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

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

            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

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

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              prasanna Prasanna Karlekar (Inactive)
              Account Executive:
              Debbie Kulling
              Developer:
              Jyoti Agrawal (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:
                Code Review Date:

                  Time Tracking

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