---
id: FAS-ACC-BKS-04
title: 'Shared Terms, Receipt Methods and Tax Mapping acceptance'
feature: FEAT-ACC-BKS-04
product_area: accounting
module: books
revision: 1
status: proposed
product_intent: proposed
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
capabilities:
  - CAP-ACC-BKS-011
  - CAP-ACC-BKS-012
  - CAP-ACC-BKS-013
scenarios:
  - id: FAS-ACC-BKS-04-01
    title: Configure shared definitions for several units
    kind: behaviour
    exercises:
      - CAP-ACC-BKS-011
      - CAP-ACC-BKS-012
      - CAP-ACC-BKS-013
    relies_on:
      - ATS-ACC-BKS-011-02
      - ATS-ACC-BKS-012-03
      - ATS-ACC-BKS-013-02
    preconditions: Two business units share one workspace and have eligible tax destinations.
    steps: >-
      Create a shared term, eligible payment method and class with zone rates,
      then inspect the choices in both unit contexts.
    expected: >-
      Shared definitions keep their workspace identity while tax destinations
      retain their unit context.
    negative: false
    data_needs: >-
      Run-owned records and principals for the stated setup; record original
      shared settings and restore them after exclusive cases.
    bound_to: []
    provenance: proposed
    source:
      - ATS-ACC-BKS-011-02
      - ATS-ACC-BKS-012-03
      - ATS-ACC-BKS-013-02
    binding_evidence: []
  - id: FAS-ACC-BKS-04-02
    title: Apply a method behavior to the unit fee choice
    kind: interaction
    exercises:
      - CAP-ACC-BKS-012
      - CAP-ACC-BKS-003
    relies_on:
      - ATS-ACC-BKS-012-01
      - ATS-ACC-BKS-003-06
    preconditions: >-
      A complete unit fee rule and the three payment method behaviors are
      available.
    steps: >-
      Evaluate fee eligibility for each method, change the bank-debit fee switch
      and repeat the evaluation.
    expected: >-
      The method behavior and changed unit policy determine fee eligibility
      together.
    negative: false
    data_needs: >-
      Run-owned records and principals for the stated setup; record original
      shared settings and restore them after exclusive cases.
    bound_to:
      - TST-ACC-BKS-171
    provenance: test
    source:
      - >-
        services-accounting:modules/books/tests/unit/rules/card-fee-rules.spec.js#charges
        a card behaviour always, a bank debit only when the rule says so, and
        never an offline method or without a rule
    binding_evidence:
      - >-
        services-accounting:modules/books/tests/unit/rules/card-fee-rules.spec.js#charges
        a card behaviour always, a bank debit only when the rule says so, and
        never an offline method or without a rule
  - id: FAS-ACC-BKS-04-03
    title: Preserve protected methods on provisioning retry
    kind: lifecycle
    exercises:
      - CAP-ACC-BKS-012
      - CAP-ACC-BKS-019
    relies_on:
      - ATS-ACC-BKS-012-02
      - ATS-ACC-BKS-019-01
    preconditions: A newly provisioned workspace has its initial methods.
    steps: >-
      Rename a system method, retry provisioning, deactivate a non-system method
      and read both method groups.
    expected: >-
      Retry preserves the permitted system-method edit and its protection;
      non-system availability remains independently editable.
    negative: false
    data_needs: >-
      Run-owned records and principals for the stated setup; record original
      shared settings and restore them after exclusive cases.
    bound_to: []
    provenance: proposed
    source:
      - ATS-ACC-BKS-012-02
      - ATS-ACC-BKS-019-01
    binding_evidence: []
  - id: FAS-ACC-BKS-04-04
    title: Inspect shared definitions without granting maintenance
    kind: permission
    exercises:
      - CAP-ACC-BKS-011
      - CAP-ACC-BKS-012
      - CAP-ACC-BKS-013
    relies_on:
      - ATS-ACC-BKS-016-01
    preconditions: >-
      An application-authorized reader and administrator have run-owned shared
      definitions.
    steps: >-
      Read terms, methods and tax setup as the reader and attempt every
      supported write, then repeat eligible writes with the administrator
      grants.
    expected: >-
      Resource grants govern every shared definition independently and refused
      writes preserve stored setup.
    negative: true
    data_needs: >-
      Run-owned records and principals for the stated setup; record original
      shared settings and restore them after exclusive cases.
    bound_to: []
    provenance: proposed
    source:
      - ATS-ACC-BKS-016-01
    binding_evidence: []
  - id: FAS-ACC-BKS-04-05
    title: Expose an installment reference when term removal fails
    kind: regression
    exercises:
      - CAP-ACC-BKS-011
      - CAP-ACC-BKS-016
    relies_on:
      - ATS-ACC-BKS-011-03
    preconditions: A term is referenced only by an installment schedule.
    steps: >-
      Attempt term deletion through the public API and read it after the
      refusal.
    expected: >-
      A useful dependency conflict replaces the unexplained error and the
      referenced term remains stored.
    negative: true
    data_needs: >-
      Run-owned records and principals for the stated setup; record original
      shared settings and restore them after exclusive cases.
    bound_to: []
    provenance: proposed
    source:
      - ATS-ACC-BKS-011-03
    binding_evidence: []
evidence:
  - provenance: documented
    source: >-
      specs/accounting/books/planning/features/FEAT-ACC-BKS-04-payment-terms-methods-and-tax-setup.md
  - provenance: test
    source: >-
      Pinned executable suites and their individual assertion references are
      listed in the suite register.
regression_record:
  - revision: 1
    change: initial
    scenarios:
      - FAS-ACC-BKS-04-01
      - FAS-ACC-BKS-04-02
      - FAS-ACC-BKS-04-03
      - FAS-ACC-BKS-04-04
      - FAS-ACC-BKS-04-05
    why: >-
      Establish cumulative feature acceptance from the pinned specification and
      executable evidence.
---

# Shared Terms, Receipt Methods and Tax Mapping: Feature Acceptance Suite

## What the Feature Must Do as a Whole

The feature supplies shared definitions that several units use. Acceptance combines shared identity, protected method behavior and the unit destinations selected by transitional tax configuration.

## Interactions Between Capabilities

Method behavior affects fee eligibility, and provisioning retries must preserve permitted method edits. Referenced shared terms remain protected while the intended dependency refusal awaits a regression implementation.

## Regression Record

| Revision | Change | Scenario | Why |
|---|---|---|---|
| 1 | initial | all | Establish the feature’s cumulative acceptance boundary and record unimplemented joined outcomes. |
