2017-07-26 - 50001 - Spec - BI New Report for Sales Promotion #CrystalReportDevelopment
SPECIFICATIONS
50001 - BI New report for Sales Promotion - AC Products
Requirement Summary
Need to create new BI report for Sales Promotion - AC Products.
Admin Info
| Purpose |
Need to create BI report for Sales Promotion - AC Products. |
| Requested By |
Surya Basa |
| Spec Created By |
Dhananjay G |
| Spec Created Date |
07/26/2017 |
| Spec QA by |
Uday Kumar P |
| Objects |
SC100 |
| Document Status |
Complete |
Estimates
| SNo |
Activity |
Estimation in Hours |
| 1 |
Research |
00 |
| 2 |
Documentation |
01 |
| 3 |
Development/ Config |
30 |
| 4 |
Unit test in DEV |
02 |
| 5 |
Unit test in QUA |
02 |
| 6 |
Other activity |
00 |
| TOTAL |
35 |
References
Prior Tickets
NoneDocuments
NoneSpec Changes
| SNo |
Change Details |
Requested By |
Requested On |
Notes if any |
| 1. |
Requirement changed for only one new report. |
Rizwan |
07/28/2017 |
Surya requested on IM |
| 2. |
Few more additional columns have been requested. |
Rizwan |
07/31/2017 |
Surya requested on IM |
| 3. |
Make the change to get all the SO's for the particular window if not invoiced the invoice number and invoice date fields will be blank. |
Surya |
08/01/2017 |
IM |
| 4. |
Added conditions Billing Typ = M, O, P Order Type = C, H, I. |
Surya |
08/01/2017 |
IM |
| 5. |
Need to filter further by Sales org 1000. |
Rizwan |
08/02/2017 |
Surya requested on IM |
Functional Requirement
Purpose/WHY:
The report fetches all the SO's if not invoiced the invoice number and invoice date fields will be blank.In Scope:
Global Region.Out of Scope:
Other Regions.Solution Summary
1. Requirement changed for the new BI report with the following fields:
i. Customer Number
ii. Customer Name
iii. Order number
iv. Order line item
v. Requested delivery date
vi. Material number
vii. Collection code
viii. Collection description
ix. Billing document number
x. Billing Date/Invoice Date
Delivery date window -
8/1/2017 to 9/15/2017
Collection to be filtered are -
100 AC PERFORMANCE
9124 LC AC PERF
2. Need to create new date parameter in the report for passing range values.
3. Need to filter the Collections as requested.
4. Need to add the below conditions:
Billing Type = M, O, P and Order Type = C, H, I
5. Need to filter the report with Sales Org 1000 only.
6. Need to promote the report into BI Production after successful validation.
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. Created new BI report using the requested fields.
2. Created new date parameter in the report for passing range values as ({VBAP.J_3ARQDA}) in Minimum({?Date}) to Maximum({?Date}).
3. Filtered the Collections in the report as {VBAP./AFS/COLLECTION} in ['100','9124'].
4. Added the below conditions: {VBAK.VBTYP} IN ['C','H','I'] AND({VBFA.VBTYP_N} in ['M','O','P'] or {VBFA.VBTYP_N}='').
5. Filtered the report with Sales Org 1000 only. i.e {VBAK.VKORG} = '1000'.
6. Promoted the report into BI Production after successful validation.
7. Provided the report output to NEC for testing:
SC100 - Sales incentives for collection_Latest.xls
Issues
None