IT FRESH-705

#418 Improve sales and purchase tracking reports

Testcase to check if the tracking reports’ performance improved and the filters work correctly.

1. Create a sales order for G000X, for P0001:
   • high qty (so you can create a higher number of inouts)
   • set only 1 or no attributes for P0001!

2. Create a purchase order for G000Y, for P0001, high qty (so you can create a higher number of inouts)

3. Create the material receipt, and make sure that:
   • the attributes of the HUs are empty (except for SSCC and weight)
   • the destination warehouse = warehouse from your sales order

4. Open Kommissionier Terminal, and select G000X and your order (date & P0001)

5. Open the 2nd window for picking:
   • => if you set an attribute in your order, the HUs from your material receipt will not be displayed, only if you uncheck the consider attribute button
   • => if you did not set an attribute in your order, the HUs from your material receipt will all be displayed
6. Make several pickings, with 1 HU each, but set attributes in the HUs first:
   • 1st: Bio, GMAA, CH
   • 2nd: Bio, GMNF
   • 3rd: Bio, DE
   • 4th: Freiland
   • 5th: don’t set anything, but note the SSCC
   • 6th: MHD: day of test (MHD, not Mindesthaltbarkeit!)
   • 7th: Bio, GMAA & GMNF, CH, Inland, MHD

7. After each picking, create the resp. inout with Lieferdispo, Gear, Erstellen mit kommissionierter Menge

8. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
   • ASI: empty
9. Check the Excel:
   • => Excel report only takes a couple of secs to open
   • => the filters you set are displayed at the top
   • => inouts displayed with date, P0001, bpartner etc., inouts #s 1-7
10. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: Bio
11. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => inouts displayed with date, P0001, bpartner etc., inouts #s 1, 2, 3, 7
12. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: GMAA
13. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => inouts displayed with date, P0001, bpartner etc., inouts #s 1, 2, 7 (the filter works for AdR in general, not the specific GMAA, or GMVF; the lines also show only AdR, instead of GMAA etc.)
14. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: DE, Ausland
15. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => no inouts are displayed, since none match the filters
16. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: Bio, CH
17. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => inouts displayed with date, P0001, bpartner etc., inouts #s 1 & 7
18. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: AD
19. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => no inouts are displayed, since none match the filter
20. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • bpartner: G000Z
21. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => no inouts are displayed, since none match the filter
22. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: SSCC from 5th inout
23. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => no inouts are displayed: SSCC is no attribute that is relevant for / displayed in the inout (you can check the actual 5th inout: SSCC is not displayed in Merkmal), therefore there is no result in the report
    • => works the same for Unterlieferant: it’s not displayed in the inout, therefore there would be no result in the report
24. Run the sales tracking report “Verkaufsstatistik”, set filters for dates & org so that your inouts are covered, plus:
    • ASI: MHD: day of test (note: Mindesthaltbarkeit cannot be set as filter for these reports)
25. Check the Excel:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => inout displayed with date, P0001, bpartner etc., inout 6
26. Test similarly for purchase tracking report “Einkaufsstatistik”, test with different dates & org in filter too:
    • => Excel report only takes a couple of secs to open
    • => the filters you set are displayed at the top
    • => material receipt is displayed if org & dates are matching, no ASI (only 1 though, since there was only 1 material receipt used for 1 sales order!)
    • => if you set ASI (with org & dates matching), no material receipt is displayed since the HUs had none in Wareneingang

NOTE: this task was a follow-up for FRESH-567, so for more details on the reports pls check the IT doku for that!