Customers and Categories

Backlog field	Value
Story ID	AP-SAL-003
Epic	Sales
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 sales users, I want to maintain customers, categories, tax data, credit data, and commercial defaults so that sales documents use valid customer information.

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

Customer/category localized identity and active state are required; legal/tax/currency data are required by enabled sales.

Optional or conditional

Contacts, addresses, credit limits, payment terms, salesperson, price policy, and account overrides are conditional.

Action behavior

Customer Receivable/Sales/Return/Discount accounts override category values.

Blocking rule or downstream effect

Credit or master changes affect future documents; history retains posted snapshots.