---
id: JNY-ACC-BKS-004
title: Select a chapter’s own invoice wording
feature: FEAT-ACC-BKS-05
product_area: accounting
module: books
revision: 1
status: draft
product_intent: confirmed
implementation_evidence: observed
supersedes:
  - ACT-ACC-0026
  - ACT-ACC-0027
  - ACT-ACC-0028
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
actor: ACT-ACC-001
goal: >-
  Prepare valid customer content and select it without altering protected
  built-ins.
capabilities:
  - CAP-ACC-BKS-014
  - CAP-ACC-BKS-015
  - CAP-ACC-BKS-001
screens:
  - '/console/{tenantId}/configuration/accounting/documentTemplates'
  - '/console/{tenantId}/configuration/accounting/businessUnits'
steps:
  - 'n': 1
    surface: '/console/{tenantId}/configuration/accounting/documentTemplates'
    action: Inspect the invoice built-in and duplicate it for editing.
    capability: CAP-ACC-BKS-014
    expected: The original is read-only and the editable copy contains its sources.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
  - 'n': 2
    surface: '/console/{tenantId}/configuration/accounting/documentTemplates'
    action: Add the customer greeting and invoice total while reviewing preview.
    capability: CAP-ACC-BKS-014
    expected: Sample data renders the unsaved content.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
  - 'n': 3
    surface: '/console/{tenantId}/configuration/accounting/documentTemplates'
    action: Save with a misspelled field.
    capability: CAP-ACC-BKS-014
    expected: The refusal identifies the invalid source position.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
  - 'n': 4
    surface: '/console/{tenantId}/configuration/accounting/documentTemplates'
    action: 'Correct the field, supply reply-to and copy addresses and save.'
    capability: CAP-ACC-BKS-014
    expected: The customer template appears after built-ins with no assignment yet.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
  - 'n': 5
    surface: '/console/{tenantId}/configuration/accounting/businessUnits'
    action: Select the saved invoice content on the chapter.
    capability: CAP-ACC-BKS-015
    expected: Template usage identifies the chapter.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
  - 'n': 6
    surface: '/console/{tenantId}/configuration/accounting/documentTemplates'
    action: Attempt template deletion and deactivation.
    capability: CAP-ACC-BKS-015
    expected: Both refusals identify the chapter’s dependency.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
alternates:
  - from_step: 5
    condition: The controller configures the shared statement default instead.
    path: Selection accepts an active statement template.
    outcome: >-
      The workspace default supplies statement content through shared
      resolution.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0027.spec.ts#ACT-ACC-0027
failures:
  - from_step: 5
    condition: The selected invoice template is inactive.
    path: Validation identifies the unusable selection.
    outcome: The unit retains its built-in choice.
    provenance: test
    source: >-
      services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers
      400 to a business unit naming an inactive template
rules_in_play:
  - BR-CAP-ACC-BKS-014-02
  - BR-CAP-ACC-BKS-014-05
  - BR-CAP-ACC-BKS-014-06
  - BR-CAP-ACC-BKS-014-07
  - BR-CAP-ACC-BKS-015-04
  - BR-CAP-ACC-BKS-015-05
assertions:
  - id: AS-JNY-ACC-BKS-004-01
    statement: Invalid template sources cannot be persisted.
    provenance: test
    source: >-
      services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers
      400 for a variable the kind does not provide, where it is read
  - id: AS-JNY-ACC-BKS-004-02
    statement: Editing the customer copy preserves the invoice built-in.
    provenance: test
    source: >-
      services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js#answers
      409 to a replacement of a built-in
  - id: AS-JNY-ACC-BKS-004-03
    statement: >-
      The chapter’s assignment protects the chosen template from removal and
      deactivation.
    provenance: test
    source: >-
      react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts#ACT-ACC-0026
e2e_policy: required
e2e_reason: >-
  Draft preview and positioned validation feedback are behaviours of the
  interactive editor.
evidence:
  - >-
    Verified source file:
    react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0026.spec.ts
  - >-
    Verified source file:
    react-console:acceptance/accounting/playwright/journeys/configuration/ACT-ACC-0027.spec.ts
  - >-
    Verified source file:
    services-accounting:modules/books/tests/e2e/document-templates.e2e.spec.js
proved_by: []
---

# Select a chapter’s own invoice wording

## Story

The controller starts the chapter’s invoice content from a built-in copy. They inspect the draft preview, correct an invalid merge field and save the customer template with its e-mail choices. They then select it for the chapter and confirm that usage protects it from removal.