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New Account Refund Bug

VIDEO TRANSCRIPT | Recorded: 2025-01-23 | Verify against current system state

Abstract

UAT bug documentation recording demonstrating new account creation, order processing, and refund attempt in Salesforce staging environment. Documents two bugs discovered: membership not being created after order completion, and refund process failing with error message. Recorded to capture issues for reporting to development team.

Key Procedures

  • Create new person account in staging
  • Create order without customer user
  • Add NP membership and military discount
  • Process cash payment
  • Verify subscription and membership creation
  • Attempt refund through order summary

Notable Statements

  • 0:01:21 "I'm just going to add NP membership and military discount"
  • 0:02:12 "I see subscriptions. I do not see a membership applied"
  • 0:02:19 "So that's an error I'm seeing in staging right now. I don't know why"
  • 0:03:26 "Now saying unable to refund the payment of $143. I don't know why"
  • 0:03:32 "So that's new. So I'm glad I recorded it"
  • 0:03:47 "The military discount was getting credited or showing us a credit to the account"
  • 0:04:08 "It did not create the membership. So that's an issue too"

Systems & Configurations

Systems Mentioned

  • Salesforce (staging environment)

Test Scenario

Step Action Expected Actual
1 Create person Account created Success
2 Create order Order created Success
3 Add products NP + discount Success
4 Process payment Order complete Success
5 Check subscription Created Success
6 Check membership Created FAILED
7 Process refund Refund applied FAILED

Bugs Documented

Bug Description
Missing membership Order completed but no membership record created
Refund failure "Unable to refund the payment of $143" error
Credit balance (prior bug) Military discount showing $10 credit (not seen this time)

Test Account

Field Value
Name Brett
Email brett@www.ampuht.com
Purpose Test email visibility

Credentials/Access Mentioned

  • Salesforce staging access

Vendor Contacts Mentioned

None mentioned in this recording.

Errors & Troubleshooting

  • Issue: Membership not created after order
  • Cause: Unknown - under investigation
  • Resolution: To be reported
  • Timestamp: 0:02:19

  • Issue: Unable to refund payment

  • Cause: Unknown - new error
  • Resolution: To be reported
  • Timestamp: 0:03:26

Transcript Gaps & Quality Notes

  • Brief bug documentation recording (4 minutes)
  • Captured for development team review
  • Multiple new issues discovered
  • Prior $10 credit bug not reproduced
  • Recording made specifically to document bugs