ERP 2.50:QA test plan 2.50/XSQL Insert Update Review Testing

Contents 1 Introduction 2 Aim of the project 3 Impact in the application 4 Code review 5 Test cases 5.1 1.Import File Loader 5.2 2. Copy Lines - Products From Invoices 5.3 3. Copy Lines - Products From History 5.4 4. Copy from Order 5.5 5. Create Lines From 5.6 6. Pending goods receipt 5.7 7.Create sales orders from expenses 5.8 8.Create AP Expense Invoices 5.9 9. Set project type, close and copy details 5.10 10. Copy from settlement 5.11 11. Copy a gl journal 6 Results

Introduction

In some processes or manual windows (.java processes) when an error happens due to a null value, for example, a ProcessRunError message is displayed. This message is not clear at all and in the log you can see perfectly the error for example: ORA-01400: no se puede realizar una inserción NULL en "TAD240R2"."C_INVOICE"."PAYMENTRULE"

Aim of the project

The XSQL Insert Update Review project aims to review the *.java files of all manual windows (processes) that have methods that insert or update records in the database.

Impact in the application

Nothing serious. Only the modified files.

Code review

Review all what have been changed in all the files. To check this follow the development status project.

Test cases

These cases are for regression purpose to verify nothing has been broken and everything keep working fine.

1.Import File Loader

1.1 Create Import Loader Format

• Short Description: Create the import format loader for Products.

• Steps
  • Login as Openbravo. Role different than System administrator
  • Go to Master Data Management || Import Data || Import Loader Format
  • Click New and fill:
    • Name "Product"
    • Table "I_Product"
    • Format "Comma Separated"
  • Move to Field Format and create new records:

Name	Column	Data type	Decimal point	Constant value
Organization	ad_org_id	Constant	.	0
Search key	value	String	.
Name	name	String	.
Uom_id	C_Uom_Id	Number	.
Description	description	String	.
Product type	ProductType	Constant	.	I
Product category value	ProductCategory_value	String	.

• Issues to verify: Verify that the formats are in the combo box "Format file" which is in Master Data Management || Import Data || Import File Loader

1.2 Import file loader

• Short description: Test the import data process for Products.

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Master Data Management || Import Data || Import File Loader
  • Select the file I_Products.txt and the format for the products
  • Click OK. This is only to verify that the file is well format
  • Select again the file and the format. Click Process
  • Do the same for Business partners and taxes

• Issues to verify:
  • Go to Master Data Management || Import Data
  • Verify that the products are in the Import Product window

• Additional data: To import use the .txt that are in Products

2. Copy Lines - Products From Invoices

• Short description: Create a sales invoice from a sales invoice using the button "Copy lines"

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Sales management || Transactions || Sales invoice
  • Click New select Transaction Document: AR Invoice
  • Select the business partner. Ensure all the mandatory fields are filled. Save
  • Press button "Copy lines". Then click the sales invoice icon
  • Select the value "Sale" in the Type combo box. Press button "Search"
  • Select the sales invoice and click OK
  • Verify the selected sales invoice is the correct one. Click OK again
  • Move to tab lines and verify that the copied lines are the correct ones and the prices are calculated properly based on the price list and date ordered from the header

3. Copy Lines - Products From History

• Short description:Create a sales order based on a historic of products that were bought

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Sales management || Transactions || Sales order
  • Click New and select a business partner
    • Note: This business partner has to have configured the consumption days correctly. This field is in Master data management || Business partner || Customer tab. You can use 1000 days. Take also into account that if the business partner has never ordered sales orders you won't see any results when pressing the button "Copy lines"
  • Fill the mandatory fields and save
  • Click button "Copy lines"
  • Select one line and click OK
  • Verify that the line is in "Lines" tab with the taxes, prices equal as the it was in the button

4. Copy from Order

• Short description: Create a sales order from a sales order using the button "Copy from Order"

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Sales management || Transactions || Sales Order
  • Click New select Transaction Document:Standard order
  • Select the business partner. Ensure all the mandatory fields are filled.Save
  • Press button "Copy from Order". Then click the sales order icon
  • Select the sales order and click OK
  • Verify the selected sales order is the correct one. Click OK again
  • Move to tab lines and verify that the copied lines are the correct ones and the prices are calculated properly based on the price list and date ordered from the header

5. Create Lines From

5.1 Create Goods receipt

• Short description: Testing the button 'Create lines from' and the way of creating goods receipt

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Procurement management || Transactions || Goods receipt
  • Click new and select a vendor that has purchase orders pending to be received. Save. To check this go to Procurement management || Transactions || Pending Goods Receipt
  • Click on button 'Create lines from' and verify:
    • Business partner: The one it is in the header
    • In the "Order" combo box there is a purchase order/s
  • Select the purchase order
  • Select a warehouse position
  • Select the purchase order line
  • Click OK
  • Move to Lines and verify everything is correct
  • Go back to header and complete

5.2 Create Purchase Invoice

• Short description: Testing the button 'Create lines from'

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Procurement management || Transactions || Purchase invoice
  • Click New and select Transaction Document= AP Invoice
  • Select the same business partner used in the previous test case
  • Click on button 'Create lines from' and verify:
    • Business partner: Business partner of the header
    • In the "Order" combo box there is the purchase order
    • In the "Shipment" combo box there is the good receipt
  • Select the good receipt and click OK
  • Move to Lines and verify:
    • Product: The selected one
    • The box "Purchase Order Line" is filled properly
    • The box "Shipment/Receipt Line" is filled properly
  • Go back to Header and click Complete

5.3 Create Settlement

• Short description: Test "Create lines from" button

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Financial management || Receivables and Payables || Transactions || Settlement
  • Click New and fill mandatory fields. Save
  • Click "Create lines from" and select the business partner
  • Click Search and select the payment. Click OK
  • Move to Cancelled payments tab and verify the payment/s are there

5.4 Create Remittance

• Short description: Test "Create lines from" button

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Financial management || Receivables and payables || Transactions || Remittance
  • Click New and fill:
    • Name
    • Remittance type
    • Bank Account. Save
  • Click "Create lines from" and select the business partner
  • Click Search and select two payments. Click OK
  • Move to Lines and check if the two payments were populated

5.5 Create Bank Statement

• Short description: Test "Create lines from" button

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Financial management || Receivables and Payments || Transactions || Bank Statement
  • Click New, fill the mandatory fields and save
  • Click "Create lines from"
  • Select Receipt type: Collection
  • Click Search and mark a payment. Click OK
  • Move to Lines and verify the process inserts the correct line

5.6 Create Payment status Management

• Short description: Test "Create lines from" button

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Financial management || Receivables and Payments || Transactions || Payment status Management
  • Click new and fill the mandatory fields. Save
  • Click the button "Create lines from"
  • Select a payment and click OK
  • Move to Lines tab and check the payment is there

6. Pending goods receipt

• Short description: Test "Create lines from" button

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Procurement management || Transactions || Pending goods receipt
  • Select value "*" in organization combo box. Then click Search
  • Select a purchase order
  • Click Process button
  • Verify:
    • A goods receipt is created for that purchase order. The header must have the same business partner as the purchase order had and the same products as lines

7.Create sales orders from expenses

• Short description: Check and process invoiceable expenses, namely, expenses that customers will be billed for.

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Project & Service Management || Transactions || Invoiceable Expenses
  • Ensure exists a customer to select. If not:
    • Go to Expense sheet. Click New. Select an employee and save.
    • Move to tab lines. Mark Re-invoicing
    • Select a business partner, a product and fill the field Invoice Price. Save
    • Move back and Click "Process Expense" button
  • Go to Project & Service Management || Transactions || Create sales orders from expenses
  • Select the customer and fill the date ordered
  • Click button Process
  • Verify:
    • A new sales order has been created. The business partner has to be the one it is in the expense sheet
    • The product, prices, quantity are the correct ones as well

8.Create AP Expense Invoices

• Short description: Check and process invoiceable expenses, namely, expenses that customers will be billed for.

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Project & Service Management || Transactions || Employee Expenses
  • Ensure exists an employee to select. If not:
    • Go to Expense sheet. Click New. Select an employee and save.
    • Move to tab lines
    • Select a product and fill the field Invoice Price. Save
    • Move back and Click "Process Expense" button
  • Go to Project & Service Management || Transactions || Create AP Expense Invoices
  • Select the customer, fill the invoice date and the mandatory fields
  • Click button Process
  • Verify:
    • A new purchase invoice has been created. The business partner has to be customer
    • The product, prices, quantity are the correct ones as well
    • The invoice might not be created due some information related to the employee is missed

9. Set project type, close and copy details

Create a multiphase project

• Short description: Define a project type with standard phases and tasks. Use this project type to set up a project and then close the project. After that create another one copying the details of the created project

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Project & Service Management || Setup || Project Type
  • Click New and fill the Name. Save
  • Go to Standard Phase tab. Click New and fill:
    • Name, Product, Standard Quantity. Save
  • Go to Standard Task tab. Click New and fill:
    • Name, Product, Standard Quantity. Save
  • Go to Project & Service Management || Transactions || Multiphase Project
  • Click New and fill:
    • Search Key, Name. Save
  • Click on Set Project Type button and select one. Click OK
  • Issues to verify:
    • Verify that phases and task created have the same values that in the project type selected
  • Select a Business Partner
  • Select a Sales representative. Save
  • Click on Change Project Status button and select Order closed

10. Copy from settlement

• Short description: Create a manual settlement and mark it as template. Then create another one and copy the other one.

• Steps:
  • Login as Openbravo. Role different than System administrator
  • Go to Financial management || Receivables&Payables || Transactions || Manual settlement
  • Click New and fill the mandatory fields. Mark the flag template. Save.
  • Move to Create payment tab. Click new.
  • Select a business partner and fill the amount. Save.
  • Move to Balance payment. Click new.
  • Select a GL/Item and fill the Credit amount. Save.
  • Move back to Manual settlement and click process.
  • Click new and save.
  • Press the button Copy settlement. Fill the dates and click Search.
  • Select the settlement and click OK.
  • Verify the settlement has the same payment and payment balancing as the original one.

11. Copy a gl journal

• Short description: Create a GL journal and copy it

• Step:
  • Login as Openbravo. Role different than System administrator.
  • Go to Financial management || Accounting || Transaction || G/L Journal || Batch.
  • Click New and fill the the mandatory fields. Mark template flag.
  • Select one period.
  • Move to Header tab, click New.
  • Save and move to the Lines tab.
  • Click New and select:
    • Click on the Account combination icon and select one.
    • Fill the Foreign Currency Debit. Save.
  • Click New and select:
    • Click on the Account combination icon and select one.
    • Fill the Foreign Currency Credit. Save.
  • Move back to Header tab and click on button "Complete".
  • Move back to Batch and click new. Fill the mandatory fields and save.
  • Press button Copy details button. Click search.
  • Verify the original gl journal is well copied.

Results

Category: QA Test plan 2.50 ERP