From the release email notification about v5.2.4, I read there was a new feature:
Customer transactions detail report rule was added for the customer’s transaction history.
Looking into this further, as far as I can tell the only functionality related to this is a new Action Print Account Transactions (Detailed) which adds to what is available in the existing Print Account Transactions Action, that is, a hardcoded print out of account transactions.
So, the existing Print Account Transactions gives this:
Account Transaction
Account Name: ABC-1111111111
Date: 24/06/2018 - 23:09
Balance: 19.96
Date Description Debit Credit Balance
-----------------------------------------------------------------------------------------
24/06/2018 Customer Account Transaction [ABC-1111111111] 6.99 - 6.99
24/06/2018 Cash Payment - 6.99 -
24/06/2018 Customer Account Transaction [ABC-1111111111] 3.99 - 3.99
24/06/2018 Customer Account Transaction [ABC-1111111111] 15.97 - 19.96
Grand Total 26.95 6.99 19.96
With the new Print Account Transactions (Detailed) we get this:
Account Transaction
Account Name: ABC-1111111111
Date: 24/06/2018 - 23:09
Balance: 19.96
Date Description Debit Credit Balance
-----------------------------------------------------------------------------------------
24/06/2018 Customer Account Transaction [ABC-1111111111] 6.99 - 6.99
24/06/2018 Cash Payment - 6.99 -
24/06/2018 Customer Account Transaction [ABC-1111111111] 3.99 - 3.99
24/06/2018 Customer Account Transaction [ABC-1111111111] 15.97 - 19.96
Grand Total 26.95 6.99 19.96
Ticket:1/24/06/2018 Quantity Price
-----------------------------------------------------------------------------------------
Toasted Bagel Jam 1.000 1.50
Toast and Jam 1.000 1.50
Egg, Bacon Cheese 1.000 3.99
Ticket:2/24/06/2018 Quantity Price
-----------------------------------------------------------------------------------------
Egg, Bacon Cheese 1.000 3.99
Ticket:3/24/06/2018 Quantity Price
-----------------------------------------------------------------------------------------
Toasted Bagel Cheese 1.000 2.25
Cold Cereal With Toast 1.000 3.49
Bacon and Cheese 1.000 3.49
Egg, Bacon Cheese 1.000 3.99
Soft Drink 1.000 1.00
Juice 1.000 1.75
While it gives some useful new data, I don’t really see how much use this is? There are few issues with this:
- Firstly, it’s hardcoded - I have no way I can modify the template of what is printed
- The ticket number format is not very clear - e.g. Ticket:1/24/06/2018 with ticket number and date combined, not a common presentation format
- Quantity to 3 decimal places, I don’t have that configured anywhere in my setup, assuming it just uses the default database format?
- No totals shown for each ticket
- Columns, especially on ticket breakdown, do not align.
I feel this has been implemented for a specific customer requirement (not mentioned on forum anywhere) without much thought to the greater community usage, from where there could be much benefit if this feature were more flexible and customisable.
For me, I could have really appreciated this functionality had it been customisable, and also being possible to easily access the customer transaction details via a repor tag - I don’t believe there is an easy straightforward way to do that right now?
Am I missing something here as to the benefit of this new feature?