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  1. CFA MX
  2. CFAMX-5641

TBC - Apply Existing Customer Credit to TBC

    Details

    • Sprint:
      CFAMX 2019R4 Sprint 3
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      2
    • Work Type Classification:
      Sustaining

      Description

      Story
      As an operator I want to see an indicator on the TBC page, when a customer credit was automatically applied to the TBC while processing the transaction

      Acceptance Criteria

      1. Confirm when a TBC for a customer with an existing credit balance is processed by InFORM, it is displayed on the TBC page
        1. If the credit balance covers the entire TBC amount, an Icon will display and when clicked into, will display the following informational text: "The customer's existing credit was applied to this TBC"
        2. If the credit balance partially covers the TBC amount no icon will be displayed
      2. When the user edits this TBC with the applied credit and clicks to view the Customer field, the remaining customer credit balance will be displayed
        1. Example:
          !
        2. This displayed credit balance amount should match what is seen through the Customer Management page:

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              People

              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                soma.dixon Soma Dixon (Inactive)
              • Watchers:
                1 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 10h 40m Original Estimate - 10h 40m
                  10h 40m
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 11h 20m
                  11h 20m

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