| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-227815 - Batch Defer Pay|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-227815] - This is a Midway ticket
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-224239 - Create batch "defer payment" process|https://helpdesk.irely.com/iRelyi21live//#/HD/Ticket/?ticket=HDTN-224239] - this is a ZFS ticket
*Current Defer Pay Process for Grain*
# 1st option
## Go to vendor and set default terms to defer pay - everything will be deferred
# 2nd option
## Go into each voucher and change terms
*Use Case*
# Typically a farmer would decide to defer payment of their grain after it is already delivered.
# Within i21 we would have already created a voucher if the Grain was priced.
# In order to defer the grain at this point, it would require the user to open each individual voucher and change the terms on the voucher.
## This is prohibitive when working with large numbers of grain tickets
*Resolution*
The solution would be to develop a batch process for changing terms on multiple vouchers all at once.
Flow:
# Filter for vouchers that need terms changed
## {color:#ff0000}Paid vouchers should not appear{color}
## {color:#ff0000}vochers where payment is generated should not appear{color}
## {color:#ff0000}only vouchers with amount due{color}
# user would then select a button to change terms on all vouchers that are selected
# Once saved all terms would update.
# Audit log on indiviual vouchers should reflect the change.
# Should be allowed to change terms to any available.
## Raise error if vendor has restricted terms
## dont update
## display vendor
# {color:#ff0000}Due date and discount will be recalculated based upon invoice date{color}
## {color:#ff0000}if discount had an override flag on the voucher then it would not be recalculated{color}
!pastedImage_d111626_0.png!
|