2015-08-26 - 21505.100 - Spec - Futures report #CrystalReportDevelopment

SPECIFICATIONS

21505.100 - Futures Report

Requirement Summary


Need to rebuild the old SA400 report to review data.

Admin Info


Purpose
Need to rebuild the old SA400 report to review data.
Requested By
Jack Mehltretter
Spec Created By
Venkateswara Reddy D / Naveen.G
Spec Created Date
08/26/2015
Spec QA by
Uday Kumar P
Objects
EPM280
Document Status
Complete

Estimates


SNo
Activity
Estimation in Hours
1
Research
26
2
Documentation
16
3
Development/ Config
150
4
Unit test
38
5
Validation with NEP system
84
6
BEx Query Changes & Transports
24

TOTAL
338

References


Prior Tickets

21473

Documents

SA400 - Fields.xls

Spec Changes


SNo
Change Details
Requested By
Requested On
Notes if any
1.
Rebuild old SA400 report.
Mark H
09/02/2015
Email
2.
Changes to SA400 report.
Mark H
09/30/2015
Email
3
Create BW infocube & BEx Query for SA400 Report.
Mark H
10/20/2015
IM
4
Need to rename Report As EPM280 - Futures by Sales Org, SBU & Major Season
Saravanan Lakshmanan
11/18/2015
IM
5
Need to add filter on FISCAL YEAR to prompt Current Year & Next Year for BEx Query ZSD_ORDER_Q001
Saravanan Lakshmanan
11/24/2015
Email
6
Need to remove parameter on Fiscal year & currency
Saravanan Lakshmanan
12/03/2015
IM
7
Need to change the report logic to display data where Dccument Date <= Current Date
Mark H
01/21/2016
Email
8
Need to add contracts & eclude calloff related to the contracts in Futures Cube
Mark H
02/10/2016
Email

Functional Requirement


Purpose/WHY:

Email from Saravanan Lakshmanan on (11/24/2015)
Futures report
a.Earlier we had the report displaying from current date to the end of the year. Then we changed it to display all the 12 months in a year. Now the update is to display 12 month from the current date in current year to the same date next year (If we run the report today, it should show from Nov 2015 to Nov 2016)
b.Please remove the total at the end of the cross tab. (Total will make sense if we are running the report for only one year. In this case, we have more than one year - 2015 and 2016)
c.Please check the variance and variance percentage. The calculation seems to be wrong. The variance should show the difference.

In Scope:

Need to rebuild the old SA400 report to review data.

Out of Scope:

None

Email from Mark Harris on (01/20/2016):
We will bucket the orders into months by fiscal period based on confirmed date.
And the MTD will come from calendar date of document.

Solution Summary


1. Need to check the report error in BI Launchpad.
2. Need to analyze SA400 schedule issue.
3. Need to update the datasources in the report.
4. Need to rebuild the report with Sales Org parameter.
5. Need to change all formulas and include currency files.
6. Need to replace the infoset 'ZSD_FUTURES' with the ECC tables.
7. Need to change report title as EPM280 - Futures by Sales Org, SBU & Major Season.
8. Need to restrict filter on Fiscal Year to fetch next year data into crystal report.
9. Need to remove the parameter on Fiscal Year & Currency .
10. Need to create a new transport request and collect all the BEx Query Changes into it.

Request from Mark H on 10/20/2015:
1. Need to create Infocube in BW based on the fields required for SA400 report along with the commonly used fields used in other reports.
2. Need to validate the data in infocube.
3. Need to create the BEx Query based on the Infocube.
4. Need to map the report with the new BEx Query.
5. Need to validate the report based on BEx Query with the report based on ECC tables.

Request from Mark H on 01/21/2015:
1. Need to add Document date to the Orders infocube.
2. Need to add Document date to the BEx Query.
3. Need to filter the data where document date <= "current date' and "previous year current date" and delivery date = current year and previous year.
4. Need to validate the Crsytal report with BEx Analyzer

Request from Mark H on 02/10/2016:
1. Need to add the logic to fetch contracts in to the Futures Cube based on confirmed quantity.
2. Need to exclude the calloff's related to the contract,
3. Need to validate the data in infocube with ECC tables.
4. Need to collect changes into the transport request.

Test Plan

Test ID
Test Scenario
Expected Results
1
Report Format.
Should be as per NEC crystal standard checklist.
2
Execute Crystal Report in Crystal Designer tool after changes.
Report should execute successfully in Crystal Designer tool.
3
Schedule the Report in NEC BI Launch Pad.
Report should execute successfully in NEC BI Launch Pad.

Solution Details


1. Need to check the report error in BI Launchpad.
2. Need to analyze SA400 schedule issue.
3. Need to update the datasources in the report.
4. Need to rebuild the report with Sales Org parameter.
5. Need to change formulas and include currency files.
6. Need to exclude the infoset 'ZSD_FUTURES' and replace with the ECC tables.
7. Need to change report title as EPM280 - Futures by Sales Org, SBU & Major Season.
8. Need to restrict filter on Fiscal Year to fetch next year data into crystal report.
9. Need to create a new transport request and collect all the BEx Query changes into it.
10. Need to remove the parameter on Fiscal Year & Currency .
11. Need to create a new transport request and collect all the BEx Query Changes into it.

Request from Mark H on 10/20/2015:
1. Need to create Infocube in BW based on the fields required for SA400 report along with the commonly used fields used in other reports.
2. Need to implement necessary routine logic to filter data for current and previous year.
3. Need to validate the data in infocube.
4. Need to create the BEx Query based on the Infocube.
5. Need to map the report with the new BEx Query.
6. Need to validate the report based on BEx Query with the report based on ECC tables.
7. Need to collect all the required object into the tranport requests.

Request from Mark H on 01/21/2015:
1. Need to add Document date 0DOC_DATE to the Orders infocube ZSD_ORDER.
2. Need to add Document date to the BEx Query ZSD_ORDER_Q001.
3. Need to filter the data where document date <= "current date' and "previous year current date" and delivery date = current year and previous year in EPM280 report.
4. Need to validate the Crsytal report with BEx Analyzer

Request from Mark H on 02/10/2016:
1. Need to add the logic to fetch contracts in to the Futures Cube ZSD_ORDER based on confirmed quantity 0CONF_QTY.
2. Need to exclude the calloff's related to the contract,
3. Need to validate the data in infocube ZSD_ORDER with ECC tables.
4. Need to collect changes into the transport request.

Issues

None