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Sales General Settings
| Backlog field | Value |
|---|---|
| Story ID | AP-SAL-010 |
| 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 administrators, I want to configure sales defaults, accounts, credit, and transaction policies so that sales workflows behave consistently.
Acceptance criteria
- Only authorized users can view or execute the feature's actions.
- Required business data, active dependencies, tenant/branch scope, and current document state are validated.
- Invalid requests return actionable validation errors without applying a partial change.
- Search, list, view, print, and export operations use the same authorized business scope.
- Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
- Financial or stock effects are applied atomically and no more than once.
Business rules
Required
Enabled sales workflows require default accounts, taxes, warehouses, payment terms, credit/discount policies, sequences, and return rules they consume.
Optional or conditional
Unused defaults and optional tolerances are not required.
Action behavior
Save changes future Sales behavior; posted records remain unchanged.
Blocking rule or downstream effect
Missing consumed settings blocks Save/Post with a named configuration error.
Frontend page coverage
The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.
| Route/page | Component | Mode | Route permission/guard | Mapping confidence | Source |
|---|---|---|---|---|---|
| general-setting-sales | GeneralSettingSalesComponent | List/navigation | Permission: AppSalesPermissions.SalesGeneralSettings_View , AppSalesPermissions.SalesGeneralSettings_Edit; Guards: PolicyAuthGuard | Feature token match | apps/sales/src/app/remote-entry/sales/sales.module.ts:278 |
| general-setting-sales/general-form | GeneralSettingSalesComponent | List/navigation | Permission: AppSalesPermissions.SalesGeneralSettings_View , AppSalesPermissions.SalesGeneralSettings_Edit; Guards: PolicyAuthGuard | Feature token match | apps/sales/src/app/remote-entry/sales/sales.module.ts:283 |
Observed frontend fields and validation
| Component | Control | Observed frontend rule | Component source |
|---|---|---|---|
| GeneralSettingSalesComponent | defaultWarehouseId | Visible control; optional or API-dependent | apps/sales/src/app/remote-entry/sales/pages/general-setting-sales/general-setting-sales.component.ts |
| GeneralSettingSalesComponent | integrateWithGeneralLedger | Visible control; optional or API-dependent | apps/sales/src/app/remote-entry/sales/pages/general-setting-sales/general-setting-sales.component.ts |
| GeneralSettingSalesComponent | invoiceOverdueBlocked | Visible control; optional or API-dependent | apps/sales/src/app/remote-entry/sales/pages/general-setting-sales/general-setting-sales.component.ts |
Observed frontend actions
| Component | Click action/handler | Business review requirement | Component source |
|---|---|---|---|
| - | - | No direct (click) handler was found; review shared toolbar/table commands and form submission bindings. | Route sources above |
Page-specific frontend acceptance criteria
- general-setting-sales - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppSalesPermissions.SalesGeneralSettings_View , AppSalesPermissions.SalesGeneralSettings_Edit; Guards: PolicyAuthGuard
- general-setting-sales/general-form - List/navigation: Load an authorized paged/searchable list or navigation page; preserve filters/sort/paging and expose only permitted row and bulk actions. Security observed: Permission: AppSalesPermissions.SalesGeneralSettings_View , AppSalesPermissions.SalesGeneralSettings_Edit; Guards: PolicyAuthGuard