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Task #3416

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AB BE

Restrict decreasing Deal Amount below Paid Amount / Prevent negative balance scenario

Task #3416: Restrict decreasing Deal Amount below Paid Amount / Prevent negative balance scenario

Added by ashokbalaji B about 1 month ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
Due date:
% Done:

0%

Estimated time:

Description

Module:
CRM → Deals
Background / Problem:

Currently, users can reduce the Deal Amount even after payment is made, which leads to a negative balance.

Scenario:
Deal Amount = ₹890
Paid Amount = ₹850
User edits Deal Amount → changes to ₹89 (removes one digit)
System allows update → Balance becomes negative

Current Behavior:
System allows Deal Amount reduction (decrease)
Results in incorrect negative balance
No validation or restriction present

Expected Behavior:

One of the below validations should be implemented:

Option 1 (Recommended):
Do NOT allow Deal Amount to be less than Paid Amount
Show validation message:
"Deal amount cannot be less than paid amount"

Option 2:
Allow only increase (or controlled edit) in Deal Amount
Restrict decreasing beyond Paid value

Option 3:
If major correction needed →
User must delete deal and create new

Acceptance Criteria:
Deal Amount should never be < Paid Amount
Negative balance should NOT occur
Proper validation message should be displayed
Existing data should remain unaffected

One-line Summary:

Prevent users from reducing Deal Amount below Paid Amount to avoid negative balance.




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