Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-212601 - Suspect Usage (Roadmap Dev)|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-212601]
* Objective
** Generate a Report of Customers that have exceeded the daily Transactions Count
* Requirements
** Criteria for Running Report
*** Beg/End Transaction Date Ranges
*** Network (Multi-Select)
**** Filter to Only search for alerts on cards that belong to the network selected.
**** Blank = All
*** Customer (Single Select)
**** Filter to only search for alerts on customers in the Drop down.
**** Blank = All
*** Calculation for Daily Tran Acount
**** Sum Tran Count By Date by Card
**** If Tran Count for a Specific Date is > than Customer Daily Transaction
***** Include on the Report
**** If Tran Count <= Customer Daily Count
***** Exclude from Report
** Preview Grid of Results
*** Columns:
**** Header (grouping 1)
***** Customer #
***** Customer Name
***** Tran Limit
***** Send Notifications (yes/no)
****** If any contact has Email Address a Distribution Option of CF Alert
**** Card Detail (grouping 2)
***** Network
***** Card #
***** Card Description
**** Tran Details (include the detail of all transactions for the Card# and Date)
***** Product#
***** Product Description
***** Site#
***** Site Name
***** Date/Time
***** Quantity
***** Total Amount (Calculated Total Amount)
***** Vehicle/Driver Pin
** Send Exception Report to Customer
*** Report Format will start with CF Quote format as a template
*** The Body will be adjusted to display the following:
**** Global Report Message will print after the header (use from Report Messages)
**** Card Detail (grouping)
***** Network
***** Card #
***** Card Description
***** Alert Description
****** Number of Transaction Limit of 2 exceeded
****** 2 will come from Account setup.
**** Tran Detail
***** Product#
***** Product Description
***** Site#
***** Site Name
***** Date/Time
***** Quantity
***** Total Amount (Calculated Total Amount)
***** Vehicle/Driver Pin
*** Send Report to all Contacts setup with Email address and Distribution Option of CF Alert
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