Objectives

Provide customer with the account Balance together with transaction details for past 11 months plus balance brought forward prior to 11 months.

Targeted Audience

1. Finance
2. Customer Service

Pre-requisition

1. Cashier module is ready. (currently fill up with Dummy Data)
2. External Customer must be registered in Customer Management.

Assumptions

1. The SOA generated is as of previous month end. For example, assuming user generating SOA on 26th Apr 2017, system shall generate SOA till end of March 2017.
2. Assuming there are outstanding transactions more than 11 months ago, system shall brought forward as Balance to pay.
3. Support English version only.

Requirements

1. Please refer to mockup UI.
2. Please refer to mockup SOA attached.

Expected Deliverables

1. workable UI with correct business logics for SOA generation UI
2. Export to PDF for both A4 and Dot Matrix version with dummy data.
3. Print for both A4 and Dot Matrix version with dummy data.

Expected Duration

1. Statement of Account User Interface - 0.5 day
2. A4 and Dot Matrix Printable Copy - 1 day
3. Testing - 0.5 day