[CFAMX-7084] Collected Sales > Apply Payment - Create Credit - HotSchedules JIRA

Details

Type: Story
Status: Closed (View Workflow)
Resolution: Completed
Affects Version/s: None
Fix Version/s: CFA 2020R1
Component/s: CollectedSales
Labels:
- CollectedSales

Sprint:
CFAMX 2020R1 Sprint 4, CFAMX 2020R1 Sprint 5
SCRUM Team:
Brotherhood of Mutants
Story Points:
3
SOW (Time Tracking) Project:
44918
Work Type Classification:
Sustaining

Description

As an operator I want to be able to apply credit to a customers account when an overpayment is made so that I can process the whole collected sale that I received

Notes

A credit can be applied to a Customer Account only if there are no open invoices (i.e. the Customer balance is $0, or there is already a credit)
After applying a portion of a Collected Sales, if there is a remaining balance, and the account is in the correct state, a Credit can be created for the account

Acceptance Criteria

Confirm when the Credit option is chosen the selected customer account is credited
- Will Englefield doesn't really know what a credit does, in terms of data flow...
  - The Collected sale is all used
  - The customers account gets a credit
  - What else?
Confirm that the process related to creating a credit (the data flow) is documented

There are two scenarios for Credit

Whole transaction credit
Partial transaction credit

Confirm when a customer has no open TBC's on the initial page load that we create the whole transaction credit
Confirm when a customer has one (or more) open TBC's on the initial page load, and pays them all off, when the credit is applied, create a partial transaction credit

No need to insert data into tbOnAccountCollectedSaleIgnoreList. Both full and partial credits goes to tbCustomerOnAccountBalanceEvent.