bcgov
Short Name Details - Choose amount for refund
SBC Finance: GIVEN that I have received a notification for an overpayment (#21516) WHEN I wish to refund to the supplier record on the client's short name THEN the system will allow me to choose the amount I would like to refund AND the refund can be reviewed by an Expense Authority (separate ticket)
Notification: an email notification will be sending to Expense Authority to remind there's a refund review pending
AP Job will be done in another ticket(#22263), Datamodel Changes, New PAY-API routes etc, AUTH-WEB changes
https://www.figma.com/design/Y1PWkuB8II5lxdDdUq67Aj/Electronic-Funds-Transfer?node-id=2899-24646&t=Pf154RjpPeMIrVoM-4
Requires new keycloak roles to be created
Front End, Back End to change in Pay PI and it is a job component, break into 2 requirement
Hey team! Please add your planning poker estimate with Zenhub @avni-work @hanlunBCRegistries @Jxio @ochiu @rodrigo-barraza @seeker25
Checking with @danaannab: Who should have the access to see the Initiate Refund button - To confirm with SBC Finance What’s the email address for expense authority to receive the email notification - To confirm with SBC Finance
From: Wilson, Shawna M CITZ:EX [email protected] Sent: Tuesday, July 9, 2024 3:51 PM To: Annab, Dana CITZ:EX [email protected] Cc: Yu, Selina (Shuang) CITZ:EX [email protected] Subject: Confirming Permissions and Emails
Hi Dana, please see below the list of individuals:
Initiate a refund: Yaping Yu Miranda Schell Sophie Brigel Chloe Laidlaw Kim Hamakawa
Expense Authority: Shawna Wilson Selina Yu Lisa Nicols Kim Hamakawa
Thank you!
Shawna Wilson
@danaannab Can you please double check with Shawna on Kim? There shouldn't be anyone able to request and authorize a refund I don't think.
Note from Shawna upon confirming that the people in the initiate refund group should be different from the Expense Authority group and if Kim should be in both the initiate refund group and the Expense Authority group: Hi Dana, yes we’ve identified that as an item that we will need to monitor, but Kim will need both accesses.
as Figma design, There are help text below CAS Supplier Number and Email, Such helper text is missing
Refund Amount should be less or equal to Unsettled Amount. (otherwise, there will always be 0.01 remaining balance)
https://app.zenhub.com/workspaces/pay-team-space-649992c7f903a02c9b33009f/issues/gh/bcgov/entity/22552