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  1. CFA MX
  2. CFAMX-20204

M2 Collected Sales – 14. History – Undo Allocation

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Sprint:
      2022.R5 New Features Sprint 2
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      3
    • Work Type Classification:
      Sustaining

      Description

      Story

      As a user, I would like to be able to undo an allocation in collected sales.

      AC

      1. Confirm that there is a button to start Undo Allocation
        1. This button relates to a set/grouping of of invoices for a customer
      2. Confirm that there is a confirmation popup after clicking on Undo Allocation
      3. Confirm that there is a toast message informing the user that the allocation was undone successfully
      4. Confirm that if all TBC's associated to a collected sale are un-allocated, meaning that the whole collected sales in unapplied, the user is taken from the history screen and to the Unapplied view
      5. Confirm that the Undo Allocation button is only visible for open business dates
        1. Once a day has been finalized it should not be possible to undo an allocation
      6. Confirm that undo allocation does un-allocate all TBC's for that customer
      7. Confirm that funds that are un-allocated, are added back to the Collected Sale, and made available for re-allocation
      8. Confirm that audit records are written tracking which invoice(s)/TBC(s) were un-allocated, and who performed the action

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              • Assignee:
                jason.powell Jason Powell
                Reporter:
                jason.powell Jason Powell
              • Watchers:
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                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

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                  Original Estimate - 20h Original Estimate - 20h
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                  21h 32.5m

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