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  1. CFA MX
  2. CFAMX-19481

M2 - Customers : Update Credit Adjustment

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
    • Sprint:
      2022.R2 New Features Sprint 5, 2022.R3 New Features Sprint 1
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      3
    • Work Type Classification:
      Sustaining

      Description

      Story

      As a user, I would like the credit management section available in M2

      Details

      "Customers > Customer Management > Edit Customer > Credit Management"



      AC

      1. User can update credit adjustments
        1. Adjustment Amount
        2. Reason dropdown:
          1. Refunded to Customer
          2. Account Corrected
        3. New Account Balance
        4. Comment free text field
      2. When the user makes changes the Save button is enabled.

      1. Once an adjustment is entered the lower grid populates with the adjustment data.
        1. Adjustment Date
        2. Previous Account Balance
        3. Adjustment Amount
        4. New Account Balance
        5. Reason
        6. Comments

        Attachments

        1. Adjustments.png
          Adjustments.png
          111 kB
        2. CreditManagement.png
          CreditManagement.png
          83 kB
        3. Update.png
          Update.png
          121 kB

          Issue Links

          Clones

          Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CFAMX-19341 M2 - Customers : Credit Management

          • Closed
          implements

          Feature Request - CFAMX-12484 InFORM Angular Technology Update

          • Major - Major loss of function.
          • In Development
          There are no Sub-Tasks for this issue.

            Activity

              People

              • Assignee:
                jason.powell Jason Powell
                Reporter:
                jason.powell Jason Powell
              • Watchers:
                0 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 11h Original Estimate - 11h
                  11h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 14.5h
                  14.5h

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