How Do I Use the Activity Debit/Credit Feature?

Overview

The debit/credit feature on activities allows you to add or remove the funds on an activity typically used on benefit related activities.

Setup

1. Custodia Support: grant the "balance-update" scope to the tenant that needs the feature.
2. Custodia Support: grant the "Activity/BalanceUpdate" feature to the tenant who should have access.
3. Custodia Support/Business Partner Admin/Tenant Admin: grant the BALANCE UPDATER role to the user who should be able to debit/credit activities.

Usage

1. Login to the web interface with a user who has the BALANCE UPDATER role
2. Navigate to Activity->Activities
3. Click on the line item for an Activity that you want to debit/credit a balance
4. Select the dropdown menu reveal Add To Balance or Deduct From Balance buttons

5. Enter the amount that you would like to add or deduct from the activity

   

6. Click on the Add To Balance or Deduct From Balance button to complete
7. The value will be debited or credited to the activity
   
8. This will be reflected on the grid with the following columns: 
   
9. This will also be reflected on the budget bar within the activity. 
   
10. Furthermore, when flipping the activity, you can view the changes to the balance like so: 

Notes

1. Users with this role can debit or credit any amount to the activity that they want without any approval or notification. It should be granted to only the specific users that need access to it.
2. This cannot be done for Archived activities.
3. This will not influence the amount and per-cent of the implemented buffer. This means that the per-cent will be calculated according to the original amount and will not increase in the "Add to Balance" process.
4. These edits will not go through an approval process or be limited by the Policy Manager. 
5. This can work with activities that have the Rollover tag.