Open pstemkens opened 7 months ago
email sent to SBC FIN requesting additional information.
@ethantspitt , do you have time tomorrow maybe to discuss this?
sure let's chat about this tomorrow
@ethantspitt , please create a design for the "badge"
@pstemkens
Added a mock up link with badge, should they appear beside the 'refund completed' status?
@ethantspitt, how will the badge get placed beside the chq? is it a manual option to add this badge? I think we want it to be a manual option, . If you click on the undeliverable badge, would you be able to add a comment?
No the badge is not clickable. If we want manual options, we might need to add additional actions in the detail page. Do you know where is a chq information displayed in FAS dashboard? is it the Routing Slip Information?
@ethantspitt , for a RS, if you click the 'Open" button, you can see the cheque details, name, address,etc.
@pstemkens Can you please follow up with Finance and reg staff to confirm the answers to these questions mentioned in the description: Next steps:
Learn what SBC Finance does today when they get an undeliverable cheque Is it up to reg staff to locate the correct address? Yes, Is the cheque 'written off' or accounted for?
If they don't send the cheque to a new address, and instead cut a new one manually, how are the books balanced? How is FAS updated, and all of the $ tracked in CAS?
@JohnamLane , most of the answers are here, just waiting on a few more. PT manually records the returned cheques in the Cheque Management System. we would need to access CAS to see this updated status, they are labelled as Unclaimed Status in CAS.
If a new mailing address isn’t provided within 90 days: • PT transfers the payment to Unclaimed Status, shreds the cheque and logs it in the Cheque Management System (the physical cheque is destroyed, but isn’t voided in CAS. It still appears as paid, but uncashed).
see#21883
Design updated, also added a design option to allow staff to update the Cheque Undelivered badge manually.
@ethantspitt , thank you for the updated designs. I am still waiting for SBC FIN to reply to some questions.
Example of cleared refunds:
select * from cas.ap_invoices i join cas.ap_invoice_payments ip on ip.invoice_id = i.invoice_id where i.vendor_name = 'ZZZ REVENUE REFUNDS' and payment_status_code = 'CLEARED' and batch_name like '%REFUND_FAS%';
It's possible to backflow from Datawarehouse -> Pay via CloudProxy (thanks @bolyachevets )
We're going to have to use this anyways migrating to GCP, because we can't be connecting to CPRD from GCP.
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REFUND_UNDELIVERABLE - badge
Assumptions:
Adding flag GIVEN a cheque has been identified by FASB as returned undeliverable WHEN I go view the RS in FAS THEN I will be able to add the badge "Returned Undeliverable" beside the chq
Removing flag GIVEN a RS with the returned undeliverable flag WHEN I open the RS in FAS THEN I will be able to remove the badge "Returned Undeliverable" beside the chq
Searching GIVEN I have searched for a RS WHEN I see the results list THEN I can see the Returned Undeliverable label beside the RS with that flag set.
Viewing a single RS GIVEN I have searched for a RS WHEN I click the Open button THEN I can see the Returned Undeliverable label
Out of scope: CAS integration via DW to populate flag
Design link: https://www.figma.com/design/NcchZlxVp502zeoiCLeMgi/Enhancements-for-Staff?node-id=2626-1332&t=l7n9zCZqe08D0i2c-4