Functional Spec Doc

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SAFARI Project
Report Functional Specification Cashiering Receipt
May 28, 2003
Revised August 31, 2004
533563878 (Rev: 2/16/2016 4:28:00 AM)
SAFARI Project
(Name) Report Specification
Table of Contents
Demographic Details ........................................................................................................................ 1
Approvals ......................................................................................................................................... 1
Revision Control ............................................................................................................................... 1
Functional Specifications ................................................................................................................. 2
Purpose of the Report ...................................................................................................................... 2
Accessibility ...................................................................................................................................... 2
Data Elements .................................................................................................................................. 2
Selection Criteria Prompts: .............................................................................................................. 3
Sort Order: ....................................................................................................................................... 3
Output Format .................................................................................................................................. 3
Output Destination ........................................................................................................................... 4
533563878 (Rev: 2/16/2016 4:28:00 AM)
SAFARI Project
(Name) Report Specification
Demographic Details
Requester's Name
Jana Kruckenburg
Date Submitted
June
Requested Completion Date
Aug
Module
Student Financials
Function Set
Business Process (if applicable)
Post Payments, Print Duplicate Receipt
Approvals
Functional Spec
Preliminary Review
(Ken) (date approved)
Functional Approval
(Sandy) (date approved)
Technical Approval
(Terry) (date approved)
Revision Control
Document Title:
Cashiering Receipt
Author:
Jeanette Phillips
File Reference:
Functional Spec
Date
8/31/2004
533563878
By
Naranjo, A
Action
Revised output type
1
Pages
6
SAFARI Project
Document Title
Functional Specifications
Purpose of the Report
Delivered Crystal Receipts needs to be modified from PeopleSoft logo to
CWU specific logo and/or address information. In addition, the display of
transaction specific information needs to be included, excluded, and/or
masked according to preferences of Cashiering Office’s business needs.
Revision: Have report ready and available to print by the cashiers in an
acceptable amount of time. Currently the report using Crystal has a
response time of over a minute both via the client and the server.
Accessibility
Cashiering Receipts are generated from posting payments pages in Manage
Student Financials>Run Cashiering>Use> … menus. Departmental Receipts,
Corporate Payments, Student Payments, will be the most commonly used
pages.
Users will also be able to reprint receipts through the use of another push
button when inquiring on receipts in Inquire>Receipt Detail menu’s.
(Module Name 1)
CWU
(Module Name 2)
Etc.
Setup
Process
Inquiry
Reports
Setup
Process
Inquiry
Reports
Etc.
Data Elements
Modification of the delivered Crystal receipt using the SF750R, SF750R--,
and linked subreports to look as sketched later in this document. There are
no new fields being asked for just reordering of the display. However, when
displaying the credit card number, we want all but the last four digits
masked.
Functional Name
533563878
Record.Field Name
See SF750R, SF750R--, etc. crw files.
2
SAFARI Project
Document Title
Selection Criteria Prompts:
See delivered Crystal reports SF750R, etc. and the layout example provided.
Functional (Field)
Name
Operand
Values (orTypes)
Sort Order: See delivered receipt report that is being used.
Output Format
Please see file I:\safari\public_html\student_financials_files\sffuncspec_files
A copy has also been has been pasted below.
(Page No
(Run Date
(Run Time
CWU Payment Receipt
CWU Logo, etc.
ID
Org ID
(bold #)
(bold #)
Total
($)
Receipt Nbr
(######)
Reference:
(display field)
(Display Student Name)
(Display Org Name)
(Print only fields being used)
Change Due:
($$$)
Business Date:
(display)
Transaction Type:
(display)
Cashier: (OPERID)
Office: (display)
Register: (AAAAA)
Status:
(display)
Target: (display)
Amount:
(box border)
(display)
(may have multiple rows)
Fund: (display)
Account: (display)
Project ID: (display)
(above line will only get displayed for departmental receipts transaction type)
533563878
3
SAFARI Project
Document Title
(box border)
Tender: (display)
Amount:
(display)
(may have multiple rows)
Check Nbr:
(display)
(Print only fields being used)
Credit Card Nbr: (mask display except last four digits)
Credit Card Type: (display)
Messages printed here:
Output Destination
This is a Crystal that is sent directly to the cashier’s designated printer when
the “Print Receipt” bush button has been clicked on.
Revision: The preferred out has been changed to HTML, this allows for the
report to be ready to print immediately.
533563878
4
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