CF-2064 Details

Driver Pins > CF Invoice

Issue No:	CF-2064
Created	11/27/2018 8:22:59 AM
Type	Feature
Priority	Blocker
Status	Closed
Resolution	Fixed
Fixed Version	19.1
Description	* Background/Objectives There is up to three pieces of data to capture on a transaction. * Card * Vehicle * Driver Some Networks only support two items, some handle all three. CFN and PacPride * Translate Vehicle Cards into Vehicle #s * Translate Driver Pins into Driver Cards Voyager, Wright Express, NBS, EEE * Sends Vehicle Card as a Card * Sends Driver Pins as a Vehicle * Voyager Can Provide all three pieces of information. If a customer has multiple networks that sends information in in different formats, we have a need to capture it consistently to allow for reporting between formats on the same invoice. For Example: * Wright Express has a Driver Pin 4130 * PacPride has a Vehicle 4130 * Both values go into i21 as the Vehicle # and is causing errors. Clean Up Verbiage to Portal Users *** Currently they see Driver Pins in Vehicles. * Requirements Limitation * We will only show 2 possible #s and Descriptions ** Primary Grouping # and Description Detail # and Description Example: * Primary = Card # and Description * Detail = Vehicle # and Description * Driver Pin would not be shown. * Expect that Customers will setup Default Driver Pin and Default Vehicle # to default on transactions when a Card Type does not have a Vehicle or Driver Pin ** This will allow for them to standarize the report groupings. Card Account add Invoice Formatting Option for Detail Display * Drop Down with Values Card, Vehicle, Driver Pin Do not allow Detail Display and Primary Sort Order to be the same * One Time Data Conversion on upgrade to 19.1 default as follows: ** When Primary Group = Card * Set = Vehicle When Primary Group = Vehicle * Set = Card When Primary Group = Miscellanous * Set = Vehicle Apply to CF Account and to Invoice History Staging Table * Add Column to Card Account CSV Data Conversion as a Required Field Card Account > Add Driver Pin to Primary Sort Order Drop Down CF Invoice Reporting Changes * When Primary Sort Order = Driver Pin Show Driver Pin# and Driver Pin Description on the Primary Grouping Total by Driver Pin If Driver Pin is Blank * Show S+ Card # as Primary Reference * We are currently doing this when Primary Sort Order = Vehicle * When Detail Display = Card ** Show Card # and Description on Detail Line Card # is a required field and will never be blank * When Detail Display = Vehicle ** Show Vehicle # and Description on Detail Line If Vehicle is Blank * When Primary Sort Order is Card ** Diplay Driver Pin # and Description * When Primary Sort Order is Driver Pin ** Display Card# an Description * When Detail Display = Driver Pin ** Show Driver Pin# and Description If Driver Pin is Blank * When Primary Sort Order is Card ** Display Vehicle # and Description * When Primary Sort Order is Vehicle ** Display Card# and Description * When Primary Sort Order = Miscellanous ** This format shows both Card # and Vehicle # today Always Show Card # Use Detail Display to control display of Vehicle # or Driver Pin When Detail Display = Vehicle# * If Vehicle is blank, display Driver Pin # When Detail Display = Driver Pin *** If Driver Pin is blank, display Vehicle # Regression Scenarios * Invoice Groupings * Invoice History * Invoice Summary * Import Account (CSV)