1. Ensuring Consistent Functionality of Customer Financial Window with Event Crud Financial Section:
- Functionality Alignment:
- The Customer Financial window should function identically to the Payments section in the Event CRUD.
- Ensure that all features and controls in the Customer Financial window match those in the Event CRUD Payments section.
- The Customer Financial window should correctly process and display financial data.
- Ensure that data integrity is maintained when handling customer financial information
1. On the left side panel, go to Finance & Accounting
2. Click on Customer Financials
3. Select Customer Financials
4. Choose Customer Financial Management
5. Open an existing record
6. Go to the Payments Tab
2. Populating a new record on the new timeline window, it needs to auto populate the begin time to the time you are creating the record:
When a user is creating a new entry in the "New timeline" window, the start time for the event should be automatically populated. Additionally, the end time should not be a mandatory field in this window.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, go to the Event Info tab
5. In the Event Info tab, on the right side of the screen you will see the Timeline option
3. Wanting a proposal header displayed at the top of each department:
Items need to be resequenced to place the header item at the top of each department. When a user adds a header, either by creating one with the line item button or using the toggle for an existing line item, the header item must automatically be positioned at the top of each department. If there are multiple revenue codes within a single department, the sequence numbers should stack up accordingly. For example:
- Department: Miscellaneous
- Miscellaneous: Sequence 10
- Management Fees: Sequence 20
This example illustrates the intended sequencing approach.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, then go to the Proposal Tab
4. Having a Checkbox to select customers to mark them as Exported:
-
Customer Selection:
- The export window must allow for the individual selection of customers.
- The selected customers must be clearly identifiable in the interface.
-
Status Update:
- When the export process is executed, only the selected customers should have their status changed to
IsExported = 1. - Verify that the status of unselected customers remains unchanged.
- When the export process is executed, only the selected customers should have their status changed to
1. On the left side panel, go to Finance & Accounting
2. Click on Accounting Tools
3. Choose Accounting Exports Window
5. Needing the items that I add using the "On the Fly" to be added to the proposal section:
The user will be able to add items by the Misc on the Fly button, and these will be added to the Proposal.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, add items to the event by selecting the Misc On The Fly button
5. Then go to the Proposal Tab
6. Needing the items that I add using the "Menu Builder" to be added to the proposal section:
The user will be able to add items through the Menu Builder and these items will be visible on the Proposal Tab.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View
4. Open Menu Builder (this is next to the pen icon)
5. Add Items to the event
Then
6. In Event & Order Management
7. Click on Event Management - All Status Types Included
8. Go to the Proposal Tab
7. Calculating the Skill Type Price Using DataModel Fields:
-
Scenario: Accurate Price Calculation
- Given the
DataModel.First_UnitandDataModel.Second_Unitfields, - When a skill type is added from Items On The Fly,
- Then the system should use both fields to calculate the price accurately.
- Given the
Scenario: Validation of Fields
- Given the
DataModel.First_UnitandDataModel.Second_Unitfields, - When a skill type is added from Items On The Fly,
- Then the system should validate that both fields are present and contain valid data before performing the price calculation.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event, go to the Order Details tab
3. At the bottom of the screen, on the left side you will see the Misc On The Fly option, click on it, a drop-down menu will display, select New Skill Type 
