Technical use-case library

Vendor Payment Allocation | Rabbit Accounts Use-Case Library

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Rabbit Accounts This library is for reviewers, QA, and implementation traceability. Use the product manual for customer-facing guidance.
S36

Vendor Payment Allocation

Payment allocation modal for matching vendor payments to vendor invoices (GRNs) with TDS deduction support.

Route/vendor-payment-allocation, /vendor-payment-allocation/{PaymentId:guid}
Entry pathVendor Payables row action or deep link
Product manualOpen user manual page
Playwright coverage

Functional

Detailed source

22a-UC-VendorPaymentAllocation.md

UC-VPALLOC: Vendor Payment Allocation Use Cases

Page: VendorPaymentAllocation.razor (Modal Component) Route: N/A (Modal within VendorPayments.razor) Menu Position: N/A (Sub-component)

Overview

Payment allocation modal for matching vendor payments to vendor invoices (GRNs) with TDS deduction support.

Section: Payment Info Card

ID Section Action Expected Outcome Controls Affected
UC-VPALLOC-001 Info View payment details Shows Payment #, Vendor Name Header row
UC-VPALLOC-002 Info Payment Amount Bold ₹ formatted amount Amount display
UC-VPALLOC-003 Info Already Allocated Shows previously allocated amount Allocated display
UC-VPALLOC-004 Info Available for Allocation Payment Amount - Already Allocated Available display

Section: Available Invoices Panel

ID Section Action Expected Outcome Controls Affected
UC-VPALLOC-005 Invoices View header "Available Invoices" with count Panel header
UC-VPALLOC-006 Invoices Search invoices Filters by GRN number Search input
UC-VPALLOC-007 Invoices Invoice row Shows GRN #, Date, Total, Paid, Balance Row layout
UC-VPALLOC-008 Invoices GRN Number Bold, primary colored link GRN display
UC-VPALLOC-009 Invoices Invoice Date DD/MM/YYYY format Date cell
UC-VPALLOC-010 Invoices Total Amount ₹ formatted Amount cell
UC-VPALLOC-011 Invoices Paid Amount ₹ formatted, success color Paid cell
UC-VPALLOC-012 Invoices Balance Due ₹ formatted, warning if > 0 Balance cell
UC-VPALLOC-013 Invoices Click Add Calls AddToAllocation(invoice) Plus button
UC-VPALLOC-014 Invoices Already in allocation Add button disabled, "Added" shown Disabled state
UC-VPALLOC-015 Invoices Empty state "No unpaid invoices found" message Empty message

Section: Pending Allocations Panel

ID Section Action Expected Outcome Controls Affected
UC-VPALLOC-016 Pending View header "Allocations" with count Panel header
UC-VPALLOC-017 Pending Allocation row GRN #, Balance, Allocation Amount, TDS Row layout
UC-VPALLOC-018 Pending Invoice Balance Read-only balance display Balance display
UC-VPALLOC-019 Pending Allocation Amount Editable number, max = balance Number input
UC-VPALLOC-020 Pending TDS Amount Editable number for TDS deduction Number input
UC-VPALLOC-021 Pending Net Amount AllocationAmount - TDS, read-only Calculated field
UC-VPALLOC-022 Pending Click Remove Removes from pending list Trash button
UC-VPALLOC-023 Pending Validation Amount cannot exceed balance Validation
UC-VPALLOC-024 Pending Empty state "No allocations added" message Empty message

Section: Existing Allocations Panel

ID Section Action Expected Outcome Controls Affected
UC-VPALLOC-025 Existing View header "Saved Allocations" with count Panel header
UC-VPALLOC-026 Existing Allocation row GRN #, Amount, TDS, Net, Date, Status Row layout
UC-VPALLOC-027 Existing Allocation Date DD/MM/YYYY when allocated Date display
UC-VPALLOC-028 Existing Status Active Green (bg-success) badge Status badge
UC-VPALLOC-029 Existing Status Reversed Red (bg-danger) badge Status badge
UC-VPALLOC-030 Existing Click Reverse Opens reverse confirmation modal Reverse button

Section: Summary & Actions

ID Section Action Expected Outcome Controls Affected
UC-VPALLOC-031 Summary Total Allocation Sum of pending allocation amounts Total display
UC-VPALLOC-032 Summary Remaining Available - Total Allocation Remaining display
UC-VPALLOC-033 Summary Over-allocation warning Red warning if Total > Available Warning alert
UC-VPALLOC-034 Actions Click Cancel Closes modal, discards pending Cancel button
UC-VPALLOC-035 Actions Click Save Saves all pending allocations, disabled if none Save button

Total Use Cases: 35