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TAPSS-239
- Swathi Inapakolla
Analytics
Opportunity - Receipt delivery options picklist
As a GI user
I want to Remove the option to select “Advice Opportunity Owner when ready to collect” (which has a downstream impact of the need to manually create receipts)
So that The receipting process is automated
AC:
GIVEN Opportunity processing
WHEN Selecting Receipt Delivery value
THEN Picklist is limited to “Email” or “Post” only (i.e. remove “Advice Opportunity owner when ready to collect” option
AND
There are currently two open opportunities that need to be updated to Email… please check/ensure if there is email address though.
Business Value: Process efficiency/automation
Technical Design Options:
Deactivate a picklist value and add check if any records has the value to be deactivated
Test Scenario1:
Open any opportunity of type Gift/Pledge and check if the Receipt delivery drop down still has “Advice Opportunity owner when ready to collect” option
