Use case examples
Use case examples to understand use cases and rules
Example 1: Transfer credit balance from a future-dated negative invoice and then apply credit balance to a future-dated invoice
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Context: Today is 2020-09-01 | INV-001: amount is -$100, invoice date is 2020-09-10 | INV-002: amount is $10, invoice date is 2020-09-05 | ||
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Operation |
Successful case |
Failed case |
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1. Transfer credit balance from a future dated negative invoice |
Create a Credit Balance Adjustment with these parameters:
The operation is successful. The credit balance of the billing account increases $100. |
Create a Credit Balance Adjustment with these parameters:
The operation fails because the adjustment date is earlier than the invoice date. Rule: For this operation, the adjustment date must be later than or equal to the invoice date. |
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2. Apply credit balance to a future dated invoice |
Create a Credit Balance Adjustment with these parameters:
The operation is successful. The credit balance of the billing account decreases $10. |
Create a Credit Balance Adjustment with these parameters:
The operation fails because the available credit balance is $0 as of 2020-09-05. The $100 credit balance comes from the above transfer operation on 2020-09-10, so the available credit balance is $0 before 2020-09-10. Rule: For this operation, the adjustment date must be set to a date when the amount of credit balance is available. |
Example 2: Refund credit balance that is transferred from a future-dated negative invoice through external refund
Context: Today is 2020-09-01 | INV-001: amount is -$100, invoice date is 2020-10-01 | INV-001 is transferred to credit balance on 2020-10-01 with amount $100 | |
Successful case | Failed case |
Create a Refund with these parameters:
The operation is successful. The available credit balance is $100 as of 2020-10-01, so the refund date 2020-10-01 is set properly. The credit balance of the billing account decreases $100. | Create a Refund with these parameters:
The operation fails because the available credit balance is $0 as of 2020-09-05. The 100$ credit balance comes from the transfer operation on 2020-10-01, so the available credit balance is $0 before 2020-10-01. Rule: For this operation, the refund date must be set to a date when the amount of credit balance is available. |
Example 3: Refund credit balance that is transferred from a future-dated negative invoice through electronic refund
Context:
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Successful case | Failed case |
Create a Refund with these parameters:
The operation is successful. The available credit balance is $100 as of 2020-09-02, so the refund date is set properly. The credit balance of the billing account decreases $100. | Create a Refund with these parameters:
The operation fails because the available credit balance is $0 on 2020-09-01. The $100 credit balance comes from the transfer operation on 2020-09-02, so the available credit balance is $0 before 2020-09-02. Rule: For this operation, the refund date must be set to either today or tomorrow when the amount of credit balance is available. |