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Type:
Story
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Status: Closed (View Workflow)
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Resolution: Completed
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Affects Version/s: None
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Fix Version/s: CFA 2020R1
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Component/s: CollectedSales
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Labels:
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Sprint:CFAMX 2020R1 Sprint 4, CFAMX 2020R1 Sprint 5
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SCRUM Team:Brotherhood of Mutants
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Story Points:3
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SOW (Time Tracking) Project:44918
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Work Type Classification:Sustaining
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?
- Will Englefield doesn't really know what a credit does, in terms of data flow...
- 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.
- implements
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CFAMX-5958 CM - Collected Sales - MxC - Re-write & redesign the Collected Sales Page in MXC
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- Closed
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There are no Sub-Tasks for this issue.
