FFA

Title: Allow users to select one or more banks based on invoice currency for PDF printout, with a default bank if no selection is made.

As a user creating an invoice,
I want to select one or more banks from the list of maintained banks based on the invoice currency,
So that the selected bank(s) information appears on the invoice PDF for customer payment instructions. If no selection is made, the default bank should appear.

Acceptance Criteria:

1. Bank Selection:
   • During invoice creation, the system should automatically filter and display only the banks that match the invoice currency including the default currency.
   • The user should be able to select one or more banks from the filtered list to include in the invoice.
2. Default Bank Display:
   • If the user does not select any banks, the system should automatically display the default bank from the configuration setup or Bank Maintenance settings in the invoice PDF.
   • If no bank has been marked as the default for that currency, the system should prompt the user to either select one or more banks or assign a default in the Bank Maintenance settings.
3. Invoice PDF Output:
   • The selected bank(s) details (name, account number, currency, and SWIFT/IBAN) should be displayed on the invoice PDF printout in a designated Bank Details section.
   • If multiple banks are selected, each bank’s details should be listed separately within the Bank Details section.
4. Validation:
   • Ensure that the selected banks match the currency of the invoice.
   • If no bank selection is made and no default bank is assigned, the system should alert the user to select or set a default bank.
5. Audit Trail:
   • Any changes to the bank selection in an invoice should be logged, showing the user who made the change, the previous bank selection, and the new one.
6. Reporting:
   • Include the selected bank details in any relevant financial reports that track invoicing and customer payments.