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Task #16922

closed

Add Targeted Sales Field in Configuration Screen

Added by Redmine Admin 7 months ago. Updated about 3 hours ago.

Status:
Closed
Priority:
Normal
Assignee:
-
Start date:
10/29/2024
Due date:
10/29/2024
% Done:

100%

Estimated time:
0:00 h
Spent time:
GitLab ID:
1478
GitLab Milestone:
GitLab Ticket Number:
437
GitLab Time Logged:
7200
Lock Timeline Date:
No
gitlab project trace:

Description

As a FFWD,
I want to have a "Targeted Sales" field in the Configuration Screen.
So that I can set and update target sales values that include a margin percentage, helping to align our sales goals with profitability expectations.

Acceptance Criteria:

1.     Field Addition:

  • A new field labelled Targeted Sales should be added to the Configuration Screen.
  • This field should allow input of various datatypes like numeric and percentage; e.g., 1.2 represents 120% (100% target sales + 20% margin).
  • The Targeted Sales field should allow decimal values up to two places (e.g., 1.2 for 120%)

2.     Field Properties:

  • The system should display this value as a percentage (e.g., 120% or 1.2) whether it is displayed on reports or dashboards.
  • It should include a help text like tooltips.

3.     Default Targeted Sales in File Reference Screen: @seetul_yashvee Create another ticket for this one so that the team member who is working on File Reference do not miss this item. Link the new ticket with this ticket.

  • The default Targeted Sales value set in the Configuration Screen should be automatically displayed in the File Reference Screen within the Cost and Sales section for each File Reference.
  • Users should have the ability to modify the Targeted Sales value on a per-File Reference basis.

4.     Modification and Saving:

  • Any changes made to the Targeted Sales field in the File Reference Screen should be saved specifically to that File Reference without affecting the default setting in the Configuration Screen.
  • The modified Targeted Sales value should be persistent and displayed whenever the File Reference is accessed.

5.     Validation:

  • The field should only accept values greater than 1.0 (indicating a minimum of 100% target). No negative values should be inserted for Sales target.
  • Any entry outside the acceptable range should display an error message: "Please enter a valid target percentage greater than 100%."
  • User should be able to save successfully the new targeted sales, a notification message should be displayed " Save Successfully”.
  • Changes made should reflect in real-time across the application, E.g. on Dashboard

6.     Permissions:

  • Only users with Supervisor Role should be able to set or modify the Targeted Sales value.

7.     Reporting and Display:

  • The Targeted Sales value should be accessible in relevant reports and dashboards, shown as a percentage.
  • The target should appear in sales tracking screens, making it easy to compare actual performance against the set target.

8.     Audit Trail:

  • Any updates to the Targeted Sales field should be logged, recording the user who made the change, the previous value, and the new value for auditing purposes.
  • Any changes to the Targeted Sales value within a File Reference should be logged, recording the user who made the change, the previous value, and the updated value.

 


GitLab Sync Log

[{"id": "10937", "author": "Ra-ees Peeroo", "hours": 2.0, "created": "2024-11-06T10:21:38.946Z", "log_date": "2024-11-05", "comment": "Imported from GitLab by @Ra-ees Peeroo on 2024-11-06T10:21:38.946Z: 2h-(2.0)h spend at: 2024-11-05", "status": "active", "deleted_by": "", "redmine_entry_id": 8421}]

Actions #1

Updated by Redmine Admin 7 months ago

  • GitLab Sync Log updated (diff)
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