--- id: JNY-COM-ORD-002 title: An organization purchase is accepted on terms feature: FEAT-COM-ORD-02 product_area: commerce module: orders revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - COM-ACC-0859 - COM-ACC-0860 - COM-ACC-0864 - COM-ACC-0316 - COM-ACC-0286 source_sha: services-commerce: c8b66a98e2490617aec38ba5c8165dd9bd0a8f9b react-console: baf6dae382d6f41dce976c7f848667ccc37e076f actor: ACT-COM-014 goal: >- Place a purchase for an organization, accept it on terms and inspect the financial position returned by Accounting. capabilities: - CAP-COM-ORD-001 - CAP-COM-ORD-003 - CAP-COM-ORD-005 - CAP-COM-ORD-006 - CAP-COM-ORD-007 - CAP-COM-ORD-010 screens: - '/console/{tenantId}/crm/contacts/{id}/orders/new' - '/console/{tenantId}/orders/{orderId}' steps: - 'n': 1 surface: '/console/{tenantId}/crm/contacts/{id}/orders/new' action: >- Start from the contact and select their organization as the billed customer despite the missing purchasing role. capability: CAP-COM-ORD-001 expected: The composer explains the recorded staff override and creates the organization’s cart. provenance: test source: >- react-console:components/order-composer/__tests__/live-composer.test.tsx#lets an organization buy through a contact with no purchasing role, and says Commerce records it - 'n': 2 surface: previewCheckout action: Select the product and inspect the preview. capability: CAP-COM-ORD-003 expected: 'The displayed amounts match the price, tax and total returned by Commerce.' provenance: test source: >- react-console:components/order-composer/__tests__/live-composer.test.tsx#shows exactly the figures Commerce's preview answered - 'n': 3 surface: placeCheckout action: Place the prepared cart. capability: CAP-COM-ORD-005 expected: The order exists with billing still pending. provenance: test source: >- services-commerce:modules/checkout/tests/e2e/placement.e2e.spec.js#answers 200 with the order: numbered 10000, placed, pending billing, pay now with a thirty-minute tender window, created - 'n': 4 surface: tenderOrder action: Select Bill on Terms and record purchase reference PO-7781. capability: CAP-COM-ORD-007 expected: Acceptance creates the real invoice with a thirty-day due date and takes no immediate payment. provenance: test source: >- react-console:components/order-composer/__tests__/live-composer.test.tsx#bills on terms with the purchase order number, and takes no money - 'n': 5 surface: tenderOrder action: Inspect the accepted purchase’s delivery condition. capability: CAP-COM-ORD-006 expected: >- The default terms condition permits delivery before payment; fulfilment still performs the delivery work. provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#opens the gate of the console order when it is billed: the invoice is unpaid and the line is no longer waiting - 'n': 6 surface: '/console/{tenantId}/orders/{orderId}' action: Use Receive Payment from the order. capability: CAP-COM-ORD-007 expected: The Settle Invoices destination in Accounting identifies the chosen invoice. provenance: test source: >- react-console:components/console/order/__tests__/order-360-live-cards.test.tsx#shows Receive Payment as a link to Accounting's Settle Invoices with the invoice selected, and no Take Payment - 'n': 7 surface: '/console/{tenantId}/orders/{orderId}' action: Refresh the order after returning. capability: CAP-COM-ORD-010 expected: The money panel uses the latest Accounting position read by Commerce. provenance: test source: >- services-commerce:modules/orders/tests/integration/services/mirror/refresh-money-mirror.integration.spec.js#writes the mirror of the billed order from the view: paid counts the credit application once, the rest their columns alternates: - from_step: 5 condition: An item’s policy requires payment before delivery path: Keep that line waiting for payment outcome: Accounting’s reported payment enables its delivery condition provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#leaves a console order waiting when the product’s own policy requires payment first failures: - from_step: 7 condition: Accounting events have not updated Commerce path: Use the planned hourly financial refresh outcome: The mirrored position catches up when the refresh reads the payment provenance: documented source: 'services-commerce:docs/milestones/plans/COMM-M2-plan.md#8. Dependencies' rules_in_play: - BR-CAP-COM-ORD-001-04 - BR-CAP-COM-ORD-005-01 - BR-CAP-COM-ORD-006-01 - BR-CAP-COM-ORD-006-09 - BR-CAP-COM-ORD-006-10 - BR-CAP-COM-ORD-007-09 - BR-CAP-COM-ORD-007-14 - BR-CAP-COM-ORD-010-06 assertions: - id: AS-JNY-COM-ORD-002-01 statement: Terms acceptance produces a real invoice without an immediate charge. provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#pay later converts the pro forma to a real invoice and accepts the order on terms - id: AS-JNY-COM-ORD-002-02 statement: The default console terms condition permits delivery while the invoice remains unpaid. provenance: test source: >- services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#opens the gate of the console order when it is billed: the invoice is unpaid and the line is no longer waiting - id: AS-JNY-COM-ORD-002-03 statement: An Accounting payment can refresh the order to a paid position with no balance. provenance: test source: >- services-commerce:modules/orders/tests/unit/mirror/money-mirror.spec.js#sums the positions: paid counts payments and credit applications once, credited the memos, the balance what is due e2e_policy: required e2e_reason: >- The browser proof must follow the organization purchase through the composer, order detail and Accounting settlement handoff, then demonstrate that the reported financial position returns. evidence: - >- Examined reference: react-console:components/console/order/__tests__/order-360-live-cards.test.tsx#shows Receive Payment as a link to Accounting's Settle Invoices with the invoice selected, and no Take Payment - >- Examined reference: react-console:components/order-composer/__tests__/live-composer.test.tsx#bills on terms with the purchase order number, and takes no money - >- Examined reference: react-console:components/order-composer/__tests__/live-composer.test.tsx#lets an organization buy through a contact with no purchasing role, and says Commerce records it - >- Examined reference: react-console:components/order-composer/__tests__/live-composer.test.tsx#shows exactly the figures Commerce's preview answered - 'Examined reference: services-commerce:docs/milestones/plans/COMM-M2-plan.md#8. Dependencies' - >- Examined reference: services-commerce:modules/checkout/tests/e2e/placement.e2e.spec.js#answers 200 with the order: numbered 10000, placed, pending billing, pay now with a thirty-minute tender window, created - >- Examined reference: services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#leaves a console order waiting when the product’s own policy requires payment first - >- Examined reference: services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#opens the gate of the console order when it is billed: the invoice is unpaid and the line is no longer waiting - >- Examined reference: services-commerce:modules/orders/tests/e2e/billing-and-tender.e2e.spec.js#pay later converts the pro forma to a real invoice and accepts the order on terms - >- Examined reference: services-commerce:modules/orders/tests/integration/services/mirror/refresh-money-mirror.integration.spec.js#writes the mirror of the billed order from the view: paid counts the credit application once, the rest their columns - >- Examined reference: services-commerce:modules/orders/tests/unit/mirror/money-mirror.spec.js#sums the positions: paid counts payments and credit applications once, credited the memos, the balance what is due --- # An organization purchase is accepted on terms ## Story A clerk purchases for an organization whose contact lacks the purchasing role. The composer records the staff override, and the clerk accepts the sale on terms using the customer’s reference. The order permits the default delivery work before payment. Later the clerk follows the invoice into Accounting and refreshes the order to inspect the reported financial position.