Payment Methods

Backlog field	Value
Story ID	AP-FIN-005
Epic	Finance
Story type	Master data / configuration
Review status	Draft - business analyst and business owner review required
Source evidence	AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review	2026-07-10

User story

As finance administrators, I want to configure cash, bank, card, and other payment methods so that users capture settlement details consistently.

Acceptance criteria

1. Only authorized users can view or execute the feature's actions.
2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
3. Invalid requests return actionable validation errors without applying a partial change.
4. Search, list, view, print, and export operations use the same authorized business scope.
5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Localized name/code, payment place, method type, currency/availability, and active state are required.

Optional or conditional

Bank constraints, cheque behavior, commission account/rate, VAT tax/account, and references are conditional.

Action behavior

Save changes future payment entry and commission/tax calculation; posted payments retain their snapshot.

Blocking rule or downstream effect

Cash cannot be used with Bank place; cheque methods require cheque data at transaction time.