Project/Summary Grouping Filter TestPlan

Contents 1 Introduction 2 Summary Functions 2.1 Documentation 2.2 Test: all summary functions on numeric fields 2.3 Test: all summary functions on foreign key fields 2.4 Test: all summary functions on date fields 2.5 Test: all summary functions on list references 2.6 Test: store summary function as part of view 2.7 Test: define summary functions in the application dictionary 2.8 Test: column actions 2.9 Test: high volume testing 3 Grouping 3.1 Documentation 3.2 Test: control of grouping by preferences 3.3 Test: basic grouping 3.4 Test: group by a date column 3.5 Test: group by a numeric column 3.6 Test: sort on a grouped column 3.7 Test: filter on a grouped column 3.8 Test: storing groups as part of a view definition 3.9 Test: grouping on child tabs 3.10 Test: on other windows 3.11 Test: summary functions on groups 3.12 Test: column actions 3.13 Test: check grouping not enabled for all columns 4 Filtering 4.1 Documentation 4.2 Test: foreign key filter 4.3 Test: foreign key filter, filter the suggestion box 4.4 Test: list reference 4.5 Test: list reference, filter the suggestion box 4.6 Test: high volume testing 4.7 Test: filter expressions

Introduction

This page describes the test plan/scenarios for testing 3 different functionalities which have been developed together:

• Grouping
• Summary Functions
• Filtering

Summary Functions

Documentation

User_Interface_Introduction#Grid_Summaries

Test: all summary functions on numeric fields

All summary functions (avg, sum, count, max, min) should be enabled for a numeric field.

• goto sales order window
• try different summary functions for the amount columns (the ones available are: min, max, avg, sum, count)

Test: all summary functions on foreign key fields

• open the sales order window
• clear the filter
• there should be three summary functions available on this type of column: min, max, count
• try them all three

Test: all summary functions on date fields

• open the sales order window
• clear the filter
• there should be three summary functions available on this type of column: min, max, count
• try them all three

Test: all summary functions on list references

• open the sales order window
• clear the filter
• there should be three summary functions available on this type of column: min, max, count
• try them all three

Test: store summary function as part of view

• open the sales order window
• set one or more summary functions on columns
• save a view
• re-open the window
• check that the summary functions are not there initially
• open the view
• the summary functions should be there
• set the view as default
• close the window
• refresh the browser and re-open the window
• the summary functions should be there

Test: define summary functions in the application dictionary

• Login as system admin
• set core in development
• In windows, tabs and fields goto the sales order window
• goto to the fields of the sales order header
• fill in the summary function field in several fields, try different values, for example sum, avg, count, etc.
• change role to the F&B admin
• goto the sales order window
• check that all the summary functions are there
• remove and set other summary functions to show that you can change the summary functions, store as the default view, check that the latest summary function setting is applied when re-opening the window.

Test: column actions

• set a summary function on a column
• hide the column
• show the column
• the summary function should still be there

Test: high volume testing

Go to this site: [1]

• Open the sales order window
• Clear the filter
• Test the performance of summary functions by trying out several on different columns

Grouping

Documentation

User_Interface_Introduction#Grouping

Test: control of grouping by preferences

The availability of the grouping functionality is controlled by 2 preferences:

• Grouping Enabled: if this preference has the value Y then the user can group by columns
• Maximum Number of Records for Grouping: if the grid has more than this number of records then grouping is disabled. If this preference is not set then the default is 1000.

Set the preferences for different windows and see that grouping is available and not available depending on the preferences.

Also check that the maximum number of records setting has influence here by setting it to a low number (10) and see what happens when you filter a grid, so that the record count goes below this limit.

You can take the product category grid as an example.

Test: basic grouping

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• group by business partner
• ungroup

See that the groups are correctly created and that the business partner column is moved back to the right when ungrouping.

Test: group by a date column

Date columns can be grouped by date ranges. Test this functionality.

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• group by sales order date
• try different date ranges
• ungroup

Test: group by a numeric column

Numeric columns can be grouped by a range of numbers.

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• group by gross amount
• try different numeric ranges
• ungroup

Test: sort on a grouped column

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• group by gross amount, sort both directions
• group by a date, sort both directions
• group by business partner, sort

Test: filter on a grouped column

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• group by gross amount, try different filters (for example: >100000)
• group by a date, filter using a date range for example
• group by business partner, filter using a specific business partner or using expressions

Test: storing groups as part of a view definition

• Set the preferences so that the sales order window has grouping enabled
• Go to the sales order window
• Group by a column, for example business partner
• store as a view
• re-open the window and open the view
• test that the grouping is restored
• set the view as the default view, re-open the window, the group should be re-applied
• do the same test with date and numeric columns as the group

Test: grouping on child tabs

WIthin the sales order window go to the sales order lines tab and goto through the above tests also for a child tab.

Test: on other windows

The above tests are on the sales order window. Either do all the above tests on other windows as well (sales invoice, purchase invoice, etc.), payment windows, some AD windows.

Test: summary functions on groups

While there are groups in the grid execute the summary tests above and see that the summary values are shown on group level also.

Try summaries of character, list references, numbers and date columns

Test: column actions

Test that the grouped column can not be hidden or re-ordered.

Hide, show and re-order other columns and check that the grouping is maintained.

Test: check grouping not enabled for all columns

Check that grouping can not be done for yes/no, text or binary columns.

Filtering

The filtering has been changed for foreign key references (table and tabledir) and list references. The filtering has been changed to a multi-select suggestion box.

Testing can be done on any window with list and foreign key references.

Documentation

User_Interface_Introduction#Column_Filters

Test: foreign key filter

• Open the sales order window
• make sure that multiple sales orders are shown
• click on the combo icon of the business partner filter
• select one or more values by clicking on the checkbox for each value
• try different values and see the grid data being refreshed

Test: foreign key filter, filter the suggestion box

• Open the sales order window
• make sure that multiple sales orders are shown
• put the cursor in the business partner filter
• type different values and see that the suggestion box gets filtered

Test: list reference

• Open the sales order window
• Goto the document status column
• Open the suggestion box and select one or more values, see that the grid gets refreshed

Test: list reference, filter the suggestion box

• Open the sales order window
• make sure that multiple sales orders are shown
• put the cursor in the document status filter
• type different values and see that the suggestion box gets filtered

Test: high volume testing

Go to this site: [2]

• Open the sales order window
• Clear the filter
• put the cursor in the business partner window
• open the business partner suggestion box
• scroll up and down using the scrollbar
• select here and there some values
• see that the grid gets refreshed

Test: filter expressions

Test some of the filter expressions (see the filtering documentation) on the foreign key references.

On list references, expression logic is not enabled, so no need to test that there.