Actor: Admin

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.

Actor: System

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.

Actor: System

طبقًا للمصدر الأساسي ERP_SRS: As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.

Actor: Admin

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.

Actor: Admin

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.

Actor: Admin

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

As an Admin, I want to import accounts from Excel, so that bulk data entry is faster.

Actor: Admin

طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.

Actor: Employee

طبقًا للمصدر الأساسي ERP_SRS: As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

As a CRM Sales Representative, I want to view the individual customers list, so that I can browse and manage person-type customers.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

As a CRM Sales Representative, I want to view the company customers list, so that I can browse organization-type customers excluding leads.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

As a CRM Sales Representative, I want to create an individual customer, so that I can register a new person-type customer in CRM.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

As a CRM Sales Representative, I want to create a company customer with contact persons and linked individuals, so that I can manage organizational accounts.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

As a CRM Sales Representative, I want to edit an individual customer, so that I can keep customer data accurate.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

As a CRM Sales Representative, I want to edit a company customer including contacts and linked individuals, so that organizational data stays current.

Actor: CRM Sales Representative

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

As a CRM Sales Representative, I want to view a customer detail page with CRM tabs and revenue analytics, so that I can see the full customer relationship.

Actor: CRM Admin

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to delete a customer, so that obsolete records can be removed when safe.

As a CRM Admin, I want to delete a customer, so that obsolete records can be removed when safe.

Actor: CRM Admin

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

As a CRM Admin, I want to convert a company customer to individual, so that the record type can be corrected.

Actor: CRM Admin

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

As a CRM Admin, I want to convert an individual customer to company, so that the record type can be corrected.

Actor: Finance User

طبقًا للمصدر الأساسي ERP_SRS: As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

As a Finance User, I want to bulk-add selected customers to the chart of accounts, so that multiple customers can be linked to accounting without editing each record.

Actor: CRM Admin

طبقًا للمصدر الأساسي ERP_SRS: As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.

As a CRM Admin, I want a shortcuts page for customer-related master data, so that I can manage reference data efficiently.