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FR#

Pri

Description

Comments / Mockups

5.1

P1 

Add new field for Mobile Number for clients.

 

5.2

P1

This field will appear under Address section under Phone Number

 

5.3

P1

OR: Use existing Phone Number field?

 

5.4

P1

Add ability to search by Phone Number field in Mifos - it will only look for exact matches with what's stored in Mifos.

 

Import File Differences

FR#

Pri

Description

Comments / Mockups

6.1

P1 

Receipt ID must now be imported and stored in Transaction Details - Receipt ID field

 

6.2

P1

When importing, must check to see if Receipt ID already exists in any transaction in Mifos - if YES, then ignore the row and

Mifos throws an error message

Transaction associated with Receipt ID <receipt ID> in Row <#> has already been imported.

where the row # is the original row # of the import file and <receipt ID> is the receipt ID that was found.

 

6.3

P1

Other Party Info must be imported.  Take first 10 digits as phone number, and compare with Client's Phone Number fields in Mifos.  If there is not a match, then ignore the row and

Mifos throws an error message

Client with phone number <phone number> in Row <#> was not found.

where the row # is the original row # of the import file and <phone number> is the phone number.

If there is a match, store in Client's Phone Number field, and use this as identifier for transaction.

 

6.4

P1

Changes to Transaction Party Details - no more taking of National ID - remove this functionality and

 

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