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  1. CFA MX
  2. CFAMX-7094

Collected Sales > Apply Payment - Edit Applied Amount & Check Number

    Details

    • Sprint:
      CFAMX 2020R1 Sprint 4, CFAMX 2020R1 Sprint 5
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      2
    • SOW (Time Tracking) Project:
      44918
    • Work Type Classification:
      Sustaining

      Description

      As an operator I want to be able to edit the applied amount of a specific TBC/Invoice so that I can reconcile my collected sales

      Notes

      • By default, when selecting a TBC, the Applied Amount is the amount remaining to be paid
        • Question: How many collected sales can be linked to a TBC? Infinite?
      • The user should be able to edit the Applied Amount to be equal to or less than amount due and equal to or less than the Collected Sale
      • From Sprint Planning: Check the Select to Apply checkbox, and both the Check Number and the Applied Amounts will become open for editing

      Acceptance Criteria

      1. Confirm when selecting a TBC, the applied amount can be updated
      2. Confirm that the applied amount cannot be more than the collected sale being reconciled
      3. Confirm that the applied amount cannot be more that the outstanding balance of the TBC
      4. Confirm that if there is already a check number associated to the TBC, the Check Number is displayed
      5. Confirm that the user can enter a check number and the check number is saved

        Attachments

          Issue Links

          implements

          Feature Request - CFAMX-5958 CM - Collected Sales - MxC - Re-write & redesign the Collected Sales Page in MXC

          • Major - Major loss of function.
          • Closed
          is related to

          Sprint Defect - CFAMX-7195 2020R1(S4):Collected Sale - Should not Automatically revert to remaining amount when Applied exceeds total CS amount

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

            Activity

              People

              • Assignee:
                staten.putnal Staten Putnal (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
                2 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 13h
                  13h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 12.75h Time Not Required
                  12.75h

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