2014-07-18 - 13650 - Spec - Create Navigational Sales Rep Reports #CrystalReportDevelopment
SPECIFICATION
13650 - Create Navigational Sales Rep Reports
Purpose
Need to create new set of reports with sales rep as a navigational attribute in the following reports:
1. OSA175
2. OSA110
3. OSA172
4. SA160
5. SH100
6. AR220
7. AR250
8. SA120
Admin Info
Purpose
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Create new set of reports with sales rep as a navigational attribute.
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Requested By
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Kelly Burns
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Spec Created By
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Naga Brahmam R
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Spec Created Date
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07/18/2014
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Spec QA by
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Uday Kumar P
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Objects
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OSA175, OSA110, OSA172, SA160, SH100, AR220, AR250 & SA120.
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Document Status
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Complete
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Estimates
SLNo
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Activity
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Estimation in Hours
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1
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Research
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00
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2
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Documentation
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08
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3
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Development/Config
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16
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4
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Unit test in DEV
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02
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5
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Unit test in QUA
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02
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6
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Other activity
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12
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TOTAL
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40
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References
Prior Tickets
None
Documents
Attached with related Release Note.
Spec Changes
Sl.
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Change Details
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Requested By
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Requested On
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Notes if any
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Functional Requirement
Purpose/WHY:
07-18-2014 - Email from Mark Harris - NEC requested us to work on the following requirement:
We need to create a duplicate of each of the following reports and use the Navigational Sales Group instead of the transactional. When you do this I envision as an example OSA175 would be copied and just named OSA176 with the navigational sales group field used. I would assume this would be a pretty quick turn around time. Would we be able to get them done by Thursday morning for CM to production? We cannot save them into Dev due to the upgrade so we’ll have to same them into a NON viewable folder in Production until they are approved. If there are any questions please let me know.
OSA175 yes
OSA110 yes
OSA172 yes
SA160 yes
SH100 yes
AR220 yes
AR250 yes
SA120 yes
BW BEx Queries:
Need to Create the New BEx Queries same as the old Queries and replace Sales Group with Navigational Sales group in BPD(BW 7.3 Development).
In Scope:
Create new reports based on a duplicate of each of the mentioned reports in the given requirement and use the Navigational Sales Group instead of the transactional and also rename every report in the below way.
For example OSA175 would be copied and just named OSA176.
Out of Scope:
None
Solution Summary
1. Need to create a duplicate to each of the following reports:
a) OSA175
b) OSA110
c) OSA172
d) SA160
e) SH100
f) AR220
g) AR250
h) SA120
2. Need to add the Navigational Sales Group instead of the transactional in the above reports.
BW BEx Queries:
1. Need to Create the New BEx Queries same as old Queries and replace Sales Group with Navigational Sales group in BPD(BW 7.3 Development).
2. Need to Create the open transport & collect all the required changes in to the transport request.
3. Need to Check if the BEx query meets the NEC Standards.
Test Plan
Test ID
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Test Scenario
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Expected Results
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1
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Report Format.
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Should be as per NEC crystal standard checklist.
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2
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Execute Crystal Report in Crystal Designer tool after changes.
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Report should execute successfully in Crystal Designer tool.
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3
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Schedule the Report in NEC BI Launch Pad.
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Report should execute successfully in NEC BI Launch Pad.
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Solution Details
1. Need to create a duplicate report for each of the following reports:
a) OSA175
b) OSA110
c) OSA172
d) SA160
e) SH100
f) AR220
g) AR250
h) SA120
2. Need to add the Navigational Sales Group instead of the transactional in the above reports.
3. Create new names for new reports. For example OSA175 would be copied and just named OSA176.
4. Need to check & follow NEC standards while modifying the report.
BW BEx Queries:
1. Need to Create the New BEx Queries same as old Queries and replace Sales Group with Navigational Sales group in BPD(BW 7.3 Development).
2. Need to Create the open transport & collect all the required changes in to the transport request.
3. Need to Check if the BEx query meets the NEC Standards.
Issues
1. In SH100 & SA120 reports navigational attribute for Sales Group is not available in the Shipped Infocube.