Fund a request from a bill and check that no register moves.
Before you start
- Sign in as
- Finance with permission to create payouts, in an organization that uses Trailhead guides
- Starting state
- A guide's advance request showing Requested, sent from the Trailhead app (Account → Request personal advance)
- Also needed
- An OPEN USD bill on the guide advance account for at least the requested amount
Run the scenario
- 1AccountingSettleWise · Treasury → Payouts → Guide Advances
Click Fund, pick Purchase on a supplier bill, choose the bill and today's date, and click Fund advance.
Expected evidence
The request shows Funded with the bill linked; registers are unchanged.
- 2AccountingSettleWise · Treasury → Payouts → Bills
Open the bill.
Expected evidence
The bill lists the guide's allocation and the amount still available; it is still OPEN.
Scenario completed
Advance funded from the bill
- Guide debt
- Nothing owed→Owes the requested amount
- Bill available amount
- Unassigned→Lower by the guide's allocation
If it does not match
- If no bill appears, it isn't in USD, isn't on the guide advance account, or has less available than the request.