| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-205631 - Has 3 payments that cannot be posted|http://helpdesk.irely.com/iRelyi21live/i21/#/HD/Ticket/?ticket=HDTN-205631]
Background:
* Currently a discount is created on Sales Invoices and is avialable to taken if a payment is made on time.
* By only having a single field on payment entry, when a discount is available there is many scenarios in which a discount is being taken by accident.
Requirements:
* Expand Payment Grid to break out columns for Discounts
** Discounts Available - Should always display the original discount for an Invoice
*** Field is read only and should show to the right of Invoice Total
** Discounts Taken - Should be the amount of a discount taken on this specific payment
*** Field is available for user edit and should show to the right of Discount Available
** Discount Date - Should be the Discount Date for a specific Invoice
*** Field is read only and should show to the left of Due Date by Default
* Discount Taken should default under the following scenarios:
** #1 When User Checks Apply on Account (in Payment Header) Checkbox AND Invoice Discount Date <= Payment Date
*** Set Discount Taken = Discount Available
** #2 When User Clicks Checkbox for Invoice on Grid to apply payment AND Invoice Discount Date <= Payment Date
*** Set Discount Taken = Discount Available
** #3 When User Clicks Select All for Invoice on Grid to apply payment AND Invoice Discount Date <= Payment Date
*** Set Discount Taken = Discount Available
** #4 When User Clicks Clear All for Invoice on Grid
*** Set Discount Taken = 0
** #5 When User Clicks to Uncheck a Checkbox on Invoice Grid to apply payment
*** Set Discount Taken = 0
** #6 When User UnChecks Apply on Account (in Payment Header)
*** Set Discount Taken = 0
** #7 When User manually enters Discount Taken
*** Set Discount Taken = User Data Entry
** In All Scenarios
*** Set Amount Due = Prior Amount Due - Discount Taken - Payment
* Additional Rules/scenarios
** Warn upon saving when Discount Taken > 0 and Amount Due <> 0
*** Usually Discounts are only taken when a payment is fully made, a partial payment would not earn the discount.
** Warn upon saving when Discount Taken > Discount Available
*** Ok to allow, some customers prefer this over writting off small balances.
*** Consider past discounts taken on an invoice in addition to new discounts taken on this payment for this warning.
** Allow a Discount Taken Only payment to be entered/posted.
*** This happens when a discount was missed on original payment.
** Allow a Discount Taken to overridden and set to 0 even when defaulted in scenarios #1,#2 above.
|