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  1. CFA MX
  2. CFAMX-1891

Credit Mgmt > Add Credit History grid details

    Details

    • Sprint:
      CFAMX 2019R2 Sprint 3
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      3
    • SOW (Time Tracking) Project:
      44918
    • Work Type Classification:
      Sustaining

      Description

      As a store manager I want to see the Credit History for a customer so that I can reconcile their account

      Notes:

      • Display on the page: Account Balance
        • Credits can only be added to the account when the account has a negative balance
      • Columns to be displayed in the grid:
        • Adjustment Date: Business day credit was adjusted (mm/dd/yyyy)
        • Previous Account Balance: Credit balance prior to adjustment
        • Adjustment Amount: Amount credit was adjusted by
        • New Account Balance: Credit balance after credit adjustment
        • Reason: Explanation for credit adjustment
        • Comments: Optional text field to describe the credit adjustment

      Acceptance Criteria

      1. Confirm that the Account Balance is displayed on the page
      2. Confirm that the following columns are available in the grid:
        • Adjustment Date
        • Previous Account Balance
        • Adjustment Amount
        • New Account Balance
        • Reason
        • Comments
      3. Confirm that data is displayed accurately in each of the columns
      4. Confirm that the same data, in terms of date/retention, that is pulled back in MMS is also pulled back in MxC

      Credit Management in MMS

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              • Assignee:
                Unassigned
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
                0 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 22.75h
                  22.75h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 19h 17m Time Not Required
                  19h 17m

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