ETP-1018: Problems with automatic data seting in the ‘Financial Account’ window

[juanfunes1996]

Error's description

Case 1:

When a customer has an unused credit amount, if we go to the financial account, create a transaction, select the third party, and open the payment pop-up, we will see that the business partner is automatically selected, which is correct. However, the available credit amount is not displayed, even though the third party's data is present. To display the credit amount ("credit to use"), it is necessary to re-select the business partner.

Case 2:

When creating a new payment for a vendor invoice in the "Financial Account" window, the vendor's predefined payment method is expected to automatically appear in the corresponding Payment Method (PM) cell. Upon reselecting the Business Partner, the correct payment method associated with the vendor is set.

Steps to reproduce the error

Case 1:

1. Go to the financial account and create a new transaction.
2. Select a third party with available credit.
3. Open the payment pop-up to add the payment.
4. Notice that the third party is automatically selected, but the available credit doesn’t show.
5. Re-select the third party to make the credit amount appear.

https://youtu.be/dm2WSabnWl4
https://github.com/user-attachments/assets/1bbe620c-8fff-4e11-bf8d-a617278ed9f4

Case 2:

• Verify the payment method associated with the vendor

• Access the "Financial Account" window in the system.
• Create a new payment for a vendor invoice.
• Observe that the vendor's predefined payment method is not automatically displayed in the corresponding Payment Method (PM) cell.
• Reselect the Business Partner (vendor) in the payment record.
• Verify that, upon doing this, the correct payment method associated with the vendor is set.

A video is attached.

vokoscreen-2025-01-24_13-18-24.mp4

Expected behavior

Case 1:
The available credit amount should be shown automatically in the payment pop-up without needing to re-select the third party.

Case 2:
When creating a new payment for a vendor invoice in the "Financial Account" window, the system should automatically load the predefined payment method associated with the vendor into the corresponding Payment Method (PM) cell, without requiring any additional actions from the user.

Affected Version

Etendo Core: 24.4.0

Solution Design (optional)

Other test cases

Given:
When:
Then: