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QA test plan 2.40/Project Service Management Review

1 Introduction
2 Aim of the project
3 Impact in the application
4 Previous data
5 Test cases
6 Results

Introduction

Project & Service Management module has been reviewed since some odd behaviours have been found.

Aim of the project

Review Project & Service Management module and check that all works in a logical manner from a functional point of view.

Impact in the application

Windows - Tabs
- Project & Service Management || Setup || Project Setup and Use
- Project & Service Management || Setup || Project Type
- Project & Service Management || Setup || Project Type || Standard Phase
- Project & Service Management || Setup || Project Type || Standard Phase || Standard Task
- Project & Service Management || Transactions || Multiphase Project
- Project & Service Management || Transactions || Multiphase Project || Project Phase
- Project & Service Management || Transactions || Multiphase Project || Project Phase || Project Task
- Project & Service Management || Transactions || Service Project
- Project & Service Management || Transactions || Service Project || Project Line
- Project & Service Management || Transactions || Service Project || Supplier
- Project & Service Management || Transactions || Service Project || Proposal
- Project & Service Management || Transactions || Service Project || Proposal || Proposal Line
- Project & Service Management || Transactions || Service Project || Proposal || Followup
- Project & Service Management || Transactions || Expense Sheet || Header
- Project & Service Management || Transactions || Expense Sheet || Header || Lines
- Project & Service Management || Transactions || Invoiceable Expenses || Customer
- Project & Service Management || Transactions || Invoiceable Expenses || Customer || Lines
- Project & Service Management || Transactions || Create Sales Orders from Expenses
- Project & Service Management || Transactions || Employee Expenses || Employee
- Project & Service Management || Transactions || Employee Expenses || Employee || Lines
- Project & Service Management || Transactions || Create AP Expense Invoices

Previous data

In order to test this module, it is a must to create some previous data.

1. Create two price lists and price list versions

Steps:
- Login as Openbravo with role access to Master Data Management
- Go to Master Data Management || Pricing || Price List
- Click New and fill:
  - Name: Sales
  - Sales Price List: Y
- Go to Master Data Management || Pricing || Price List || Price List Version
- Click New and fill:
  - Name: Sales 2008
  - Price List Schema: Standard
  - Valid from Date: 01-01-2008
- Go back to Master Data Management || Pricing || Price List
- Click New and fill:
  - Name: Purchases
- Go to Master Data Management || Pricing || Price List || Price List Version
- Click New and fill:
  - Name: Purchases 2008
  - Price List Schema: Standard
  - Valid from Date: 01-01-2008

2. Create four employees

Steps:
- Login as Openbravo with role access to Master Data Management
- Go to Master Data Management || Business Partner
- Click New and fill:
  - Search key: cat
  - Name: Catherine Jones
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Employee
- Click New and fill:
  - Employee: Y
  - Sales Representative: Y
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Cat Street - 1 - 20001 - Pamplona - NAVARRA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Catherine
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: mat
  - Name: Matthew Straws
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Employee
- Click New and fill:
  - Employee: Y
  - Sales Representative: Y
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Mat Street - 2 - 20002 - Vitoria - ÁLAVA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Matt
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: mik
  - Name: Mike Jordan
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Employee
- Click New and fill:
  - Employee: Y
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Mik Street - 3 - 20003 - Bilbao - BIZKAIA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Mike
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: sar
  - Name: Sarah Connor
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Employee
- Click New and fill:
  - Employee: Y
  - Sales Representative: Y
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Sar Street - 4 - 20004 - San Sebastian - GIPUZKOA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Sarah

3. Create two suppliers (vendors)

Steps:
- Login as Openbravo with role access to Master Data Management
- Go to Master Data Management || Business Partner
- Click New and fill:
  - Search key: hws
  - Name: Hardware Supplier
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Hws Street - 2 - 100002 - Zaragoza - ZARAGOZA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: HWS contact
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: csu
  - Name: Cleaning Supplier
  - Business Partner Category: Vendor
- Go to Master Data Management || Business Partner || Vendor/Creditor
- Click New and fill:
  - Vendor: Y
  - Form of Payment: Bank Deposit
  - Payment Terms: Two months
  - Purchase Price List: Purchases
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Cleansup Street - 3 - 20003 - Bilbao - BIZKAIA - Spain
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: CLS contact

4. Create four customers

Steps:
- Login as Openbravo with role access to Master Data Management
- Go to Master Data Management || Business Partner
- Click New and fill:
  - Search key: scc
  - Name: Springfield City Council
  - Business Partner Category: Customers
- Go to Master Data Management || Business Partner || Customer
- Click New and fill:
  - Invoice Terms: Immediate
  - Price List: Sales
  - Form of Payment: Bank Deposit
  - Payment Terms: One Month
  - Sales representative: Catherine Jones
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Scc Street - 1 - 100001 - Springfield - AK - United States
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Spring
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: svb
  - Name: Shelbyville Bank
  - Business Partner Category: Customers
- Go to Master Data Management || Business Partner || Customer
- Click New and fill:
  - Invoice Terms: Immediate
  - Price List: Sales
  - Form of Payment: Money order
  - Payment Terms: Two months
  - Sales representative: Matthew Straws
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Svb Street - 1 - 100001 - Shelbyville - Hampshire - United Kingdom
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Shelby
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: scl
  - Name: Super Clean
  - Business Partner Category: Customers
- Go to Master Data Management || Business Partner || Customer
- Click New and fill:
  - Invoice Terms: Immediate
  - Price List: Sales
  - Form of Payment: Cheque
  - Payment Terms: Immediate
  - Sales representative: Sarah Connor
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Scl Street - 1 - 100001 - Paris - - France
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: Super
- Go back to Master Data Management || Business Partner
- Click New and fill:
  - Search key: cia
  - Name: Clean It All
  - Business Partner Category: Customers
- Go to Master Data Management || Business Partner || Customer
- Click New and fill:
  - Invoice Terms: Immediate
  - Price List: Sales
  - Form of Payment: On Credit
  - Payment Terms: Fifteen days
  - Sales representative: Sarah Connor
- Go to Master Data Management || Business Partner || Location/Address
- Click New and fill:
  - Location / Address: Cia Street - 1 - 100001 - Moskow - - Russian Federation
- Go to Master Data Management || Business Partner || Contact
- Click New and fill:
  - First Name: CleanIt

5. Create eight products

Steps:
- Login as Openbravo with role access to Master Data Management
- Go to Master Data Management || Product
- Click New and fill:
  - Search Key: eng
  - Name: Engineer
  - Product Category: Services
  - Tax Category: Exempt
  - UOM: Hour
  - Product Type: Service
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 65
  - Standard Price: 60
  - Price Limit: 59
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: swf
  - Name: Software fee
  - Product Category: Services
  - Tax Category: VAT 16%
  - UOM: Hour
  - Product Type: Service
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 18
  - Standard Price: 15
  - Price Limit: 13
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: rou
  - Name: Router
  - Product Category: Tools
  - Tax Category: VAT 16%
  - UOM: Unit
  - Product Type: Item
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 37
  - Standard Price: 35
  - Price Limit: 34
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 40
  - Standard Price: 37
  - Price Limit: 36
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: swi
  - Name: Switch
  - Product Category: Tools
  - Tax Category: VAT 7%
  - UOM: Unit
  - Product Type: Item
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 20
  - Standard Price: 18
  - Price Limit: 17
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 23
  - Standard Price: 20
  - Price Limit: 19
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: hot
  - Name: Hotel
  - Product Category: Services
  - Tax Category: VAT 16%
  - UOM: Day
  - Product Type: Expense Type
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 105
  - Standard Price: 100
  - Price Limit: 90
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 115
  - Standard Price: 110
  - Price Limit: 100
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: con
  - Name: Internet connection
  - Product Category: Services
  - Tax Category: Exempt
  - UOM: Minutes
  - Product Type: Expense Type
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 0.3
  - Standard Price: 0.2
  - Price Limit: 0.1
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 0.4
  - Standard Price: 0.3
  - Price Limit: 0.2
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: bru
  - Name: Brush
  - Product Category: Tools
  - Tax Category: VAT 7%
  - UOM: Unit
  - Product Type: Item
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 6.5
  - Standard Price: 6
  - Price Limit: 5.9
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 8.5
  - Standard Price: 8
  - Price Limit: 7.9
- Go back to Master Data Management || Product
- Click New and fill:
  - Search Key: dus
  - Name: Dustpan
  - Product Category: Tools
  - Tax Category: VAT 4%
  - UOM: Unit
  - Product Type: Item
  - Purchase: Y
  - Sale: Y
- Go to Master Data Management || Product || Price
- Click New and fill:
  - Price List Version: Purchases 2008
  - List Price: 3.5
  - Standard Price: 3
  - Price Limit: 2.9
- Click New and fill:
  - Price List Version: Sales 2008
  - List Price: 5.5
  - Standard Price: 5
  - Price Limit: 4.9

Test cases

1. Project Setup and Use

Short description: Follow the logical workflow of Project & Service Management module.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Setup || Project Setup and Use
- Click on each step and check that links navigate to the correct pages.

2. Project Type

Short description: Define a project type with standard phases and tasks. This project type will be a mould used in several projects.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Setup || Project Type
- Click New and fill:
  - Name: Technical consultancy project
- Go to Standard Phase tab.
- Click New and fill:
  - Name: Project preparation
  - Product: Engineer
  - Standard Quantity: 10
- Go to Standard Task tab.
- Click New and fill:
  - Name: First draft
  - Product: Software fee
  - Standard Quantity: 25
- Click New and fill:
  - Name: Final prototype
- Go back to Standard Phase tab.
- Click New and fill:
  - Name: Project delivery
- Go to Standard Task tab.
- Click New and fill:
  - Name: Project closing
  - Product: Engineer
  - Standard Quantity: 15

3. Multiphase Project

Short description: Start a new multiphase project. This project will containt multiple phases and tasks. Each phase will allow to generate a Sales Order.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Multiphase Project
- Click New and fill:
  - Search Key: csccd
  - Name: Consultancy for Springfield City Council (draft)
- Click on Set Project Type button and select Technical consultancy project. Click OK
- Issues to verify:
  - Verify that phases and task created have the same values that in the project type selected.
- Click New and fill:
  - Search Key: cscc
  - Name: Consultancy for Springfield City Council
- Save and click on Copy Details button and select Consultancy for Springfield City Council (draft)
- Issues to verify:
  - Verify that phases and task created have the same values that in the multiphase project selected.
- Go to Project Phase tab.
- Edit Project preparation and fill:
  - Quantity: 14
  - Unit Price: 63
- Go to Project Task tab.
- Edit First draft and fill:
  - Unit Price: 17
- Go to Project Phase tab.
- Edit Project delivery and fill:
  - Starting date: 15-01-2008
  - Ending date: 25-02-2008
- Go to Project Task.
- Edit Project closing and fill:
  - Quantity: 20
- Click New and fill:
  - Name: Project presentation
- Go back to Multiphase Project tab.
- Edit Consultancy for Springfield City Council and fill:
  - Business Partner: Springfield City Council
- Verify that:
  - Form of Payment: Bank deposit
  - Payment Terms: One month
- Edit:
  - Sales Representative: Catherine
  - Partner Address.
- Click on Change Project Status button.
- Verify that:
  - Project Status is Order.
  - Price List is Sales.
- Go to Project Phase tab.
- Move to Project preparation and click on Create Sales Order from Project Phase button. Click OK
- Issues to verify:
  - Create Sales Order from project Phase button disappears
  - Sales Order field is completed.
- Navigate to the sales order through the link.
- Verify that:
  - Description: Project preparation
  - Business Partner: Springfield City Council
  - Price List: Sales
  - Invoice Terms: Immediate
  - Sales Representative: Catherine
  - Form of Payment: Bank deposit
  - Payment Terms: One month
  - Project: cscc - Consultancy for Springfield City Council
  - Summed Line Amount: 1307
  - Grand Total Amount: 1375
- Go to Lines tab.
- Select Engineer line and check that:
  - Description: Project preparation
  - Ordered Quantity: 14
  - UOM: Hour
  - Unit Price: 63
  - List Price: 65
  - Discount: 3.08
  - Tax: Exempt
  - Line Net Amount: 882
- Select Software fee line and check that:
  - Description: First draft
  - Ordered Quantity: 25
  - UOM: Hour
  - Unit Price: 17
  - List Price: 18
  - Discount: 5.56
  - Tax: VAT 16%
  - Line Net Amount: 425
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Multiphase Project
- Select Consultancy for Springfield City Council
- Move to Project Phase tab.
- Select Project delivery and click on Create Sales Order from Project Phase button.
- Check that Create Sales Order from project Phase button disappears and Sales Order field is completed.
- Navigate to the sales order through the link.
- Check that:
  - Description: Project delivery
  - Business Partner: Springfield City Council
  - Price List: Sales
  - Invoice Terms: Immediate
  - Sales Representative: Catherine
  - Form of Payment: Bank deposit
  - Payment Terms: One month
  - Project: cscc - Consultancy for Springfield City Council
  - Summed Line Amount: 1200
  - Grand Total Amount: 1200
- Go to Lines tab.
- Select Engineer line and check that:
  - Description: Project closing
  - Ordered Quantity: 20
  - UOM: Hour
  - Unit Price: 60
  - List Price: 65
  - Discount: 7.69
  - Tax: Exempt
  - Line Net Amount: 1200
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Multiphase Project
- Select Consultancy for Springfield City Council and click on Change Project Status button to close the project selecting Order closed option.

4 a. Service Project (simple)

Short description: Start a new service project with lines that permits to create both sales and purchase orders.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Service Project
- Click New and fill:
  - Search Key: svbcomd
  - Name: Shelbyville Bank Comm Infrastructure (draft)
- Move to Project Line tab.
- Click New and fill:
  - Product: Router
  - Planned Quantity: 10
- Click New and fill:
  - Product: Switch
  - Planned Quantity: 25
- Go back to Service Project tab.
- Click New and fill:
  - Search Key: svbcom
  - Name: Shelbyville Bank Comm Infrastructure
  - Temporary Price List: N (un-checked)
- Save and click on Copy Details button and select svbcomd - Shelbyville Bank Comm Infrastructure (draft).
- Move to Project Line tab.
- Select Router line and edit:
  - Planned Price: 38.9 and verify Planned Amount is 389
  - Planned Purchase Price: 35.5
- Select Switch line and edit:
  - Tax: VAT 4%
- Go back to Service Project tab.
- Select Shelbyville Bank Comm Infrastructure and edit:
  - Business Partner: Shelbyville Bank
- Verify that:
  - Form of Payment: Money Order
  - Payment Terms: Two months
- Select:
  - Sales Representative: Matt
  - Partner Address
- Save and click on Change Project Status button and select Order.
- Verify that:
  - Project Status is Order.
  - Price List is Sales.
- Move to Supplier tab.
- Click New and fill:
  - Business partner: Hardware Supplier
- Verify that Price List is Purchases.
- Save and click on Create Purchase Order from Project.
- Move back to Service Project tab and navigate through Linked Items to the Purchase Order created.
- Check that:
  - Business Partner: Hardware Supplier
  - Price List: Purchases
  - Company Agent: Matt
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Project: svbcom - Shelbyville Bank Comm Infrastructure
  - Summed Line Amount: 805
  - Grand Total Amount: 879.8
- Move to Lines tab.
- Select Router line and check that:
  - Ordered Quantity: 10
  - UOM: Unit
  - Unit Price: 35.5
  - List Price: 37
  - Discount: 4.05
  - Tax: VAT 16%
  - Line Net Amount: 355
- Select Switch line and check that:
  - Ordered Quantity: 25
  - UOM: Unit
  - Unit Price: 18
  - List Price: 20
  - Discount: 10
  - Tax: VAT 4%
  - Line Net Amount: 450
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Service Project
- Select Shelbyville Bank Comm Infrastructure and click on Create Sales Order from Project button.
- Navigate through Linked items to the Sales Order created.
- Check that:
  - Business Partner: Shelbyville Bank
  - Price List: Sales
  - Invoice Terms: Immediate
  - Sales Representative: Matt
  - Form of Payment: Money Order
  - Payment Terms: Two months
  - Project: svbcom - Shelbyville Bank Comm Infrastructure
  - Summed Line Amount: 889
  - Grand Total Amount: 971.24
- Move to Lines tab.
- Select Router line and check that:
  - Ordered Quantity: 10
  - UOM: Unit
  - Unit Price: 38.9
  - List Price: 40
  - Discount: 2.75
  - Tax: VAT 16%
  - Line Net Amount: 389
- Select Switch line and check that:
  - Ordered Quantity: 25
  - UOM: Unit
  - Unit Price: 20
  - List Price: 23
  - Discount: 13.04
  - Tax: VAT 4%
  - Line Net Amount: 500
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Service Project
- Select Shelbyville Bank Comm Infrastructure and click on Change Project Status button to close the project selecting Order closed option.

4 b. Service Project (extended)

Short description: Start a new service project that will manage proposals.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Service Project
- Click New and fill:
  - Search Key: pcch
  - Name: Products for Capitol City Hospital
  - Temporary Price List: Y (checked)
- Go to Proposal tab.
- Click New and fill:
  - Business Partner: Super Clean
- Check that:
  - Form of Payment: Cheque
  - Payment Terms: Immediate
- Click New and fill:
  - Business Partner: Clean It All
- Check that:
  - Form of Payment: On Credit
  - Payment Terms: Fifteen days
- Go Project Line tab.
- Click New and fill:
  - Product: Brush
  - Planned Quantity: 100
  - Planned Price: 8 and check that Planned Amount: 800
- Click New and fill:
  - Product: Dustpan
  - Planned Quantity: 100
  - Planned Price: 5 and check that Planned Amount: 500
- Check that:
  - Planned Amount: 500
- Go back to Proposal tab.
- Select Super Clean proposal and click on Copy Lines from Project button.
- Go to Proposal Line tab.
- Edit Dustpan proposal line and fill:
  - Quantity: 103
  - Price: 5.3
- Go to Followup tab.
- Click New and fill:
  - User/Contact: Sarah
  - Comments: Goes bad
- Go back to Proposal tab.
- Select Clean It All proposal and click on Copy Lines from Project button.
- Go to Proposal Line tab.
- Edit Brush proposal line and fill:
  - Quantity: 105
  - Price: 8.4
- Edit Dustpan proposal line and fill:
  - Quantity: 105
  - Price: 5.4
- Go to Followup tab.
- Click New and fill:
  - User/Contact: Sarah
  - Comments: Goes well
- Go back to Proposal tab.
- Select Clean It All proposal and click on Process a Winning Bidding button.
- Go to Service Project tab.
- Select Products for Capitol City Hospital and check that:
  - Business Partner: Clean It All
  - Form of Payment: On Credit
  - Payment Terms: Fifteen days
- Move to Project Line tab:
- Edit Brush project line and fill:
  - Tax: VAT 7%
  - Planned Purchase Price: 6.3
- Check that:
  - Planned Quantity: 105
  - Planned Price: 8.4
  - Planned Amount: 882
- Edit Dustpan project line and fill:
  - Tax: VAT 4%
  - Planned Purchase Price: 3.2
- Check that:
  - Planned Quantity: 105
  - Planned Price: 5.4
  - Planned Amount: 567
- Go back to Service Project tab.
- Edit Products for Capitol City Hospital:
  - Sales Representative: Sarah
  - Partner Address
- Save and click on Change Project Status button.
- Check that:
  - Project Status is Order.
  - Price List is PR-pcch-V (temporary sales price list automatically created for this project).
- Click on Create Sales Order from Project button.
- Navigate through Linked items to the Sales Order created.
- Check that:
  - Business Partner: Clean It All
  - Price List: PR-pcch-V
  - Invoice Terms: Immediate
  - Sales Representative: Sarah
  - Form of Payment: On Credit
  - Payment Terms: Fifteen days
  - Project: pcch - Products for Capitol City Hospital
  - Summed Line Amount: 1449
  - Grand Total Amount: 1533.42
- Move to Lines tab.
- Select Brush line and check that:
  - Ordered Quantity: 105
  - UOM: Unit
  - Unit Price: 8.4
  - List Price: 8.4
  - Discount: 0
  - Tax: VAT 7%
  - Line Net Amount: 882
- Select Dustpan line and check that:
  - Ordered Quantity: 105
  - UOM: Unit
  - Unit Price: 5.4
  - List Price: 5.4
  - Discount: 0
  - Tax: VAT 4%
  - Line Net Amount: 567
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Service Project
- Select Products for Capitol City Hospital.
- Go to Supplier tab.
- Click New and fill:
  - Business partner: Cleaning Supplier
  - Price List: PR-pcch-C (temporary purchases price list automatically created for this project).
- Save and click on Create Purchase Order from Project.
- Move back to Service Project tab and navigate through Linked Items to the Purchase Order created.
- Check that:
  - Business Partner: Cleaning Supplier
  - Price List: PR-pcch-C
  - Company Agent: Sarah
  - Form of Payment: Bank deposit
  - Payment Terms: Two months
  - Project: pcch - Products for Capitol City Hospital
  - Summed Line Amount: 997.5
  - Grand Total Amount: 1057.25
- Move to Lines tab.
- Select Brush line and check that:
  - Ordered Quantity: 105
  - UOM: Unit
  - Unit Price: 6.3
  - List Price: 6.3
  - Discount: 0
  - Tax: VAT 7%
  - Line Net Amount: 661.5
- Select Dustpan line and check that:
  - Ordered Quantity: 105
  - UOM: Unit
  - Unit Price: 3.2
  - List Price: 3.2
  - Discount: 0
  - Tax: VAT 4%
  - Line Net Amount: 336
- Go back to Header tab.
- Click on Complete button.
- Go back to Project & Service Management || Transactions || Service Project
- Select Products for Capitol City Hospital and click on Change Project Status button to close the project selecting Order closed option.
- Go to Master Data Management || Pricing || Price List:
- Check that:
  - PR-pcch-C and PR-pcch-V records are inactive (Active check box is not ticked).

5. Expense Sheet

Short description: Fill some expense sheets.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Expense Sheet
- Click New and fill:
  - Description: Expenses Springfield City Council project
  - Employee: Catherine Jones
- Go to Lines tab.
- Click New and fill:
  - Reinvoincing: Y
  - Product: Hotel
  - Quantity: 1
  - Project: Consultancy for Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Check that:
  - UOM: Day
  - Expense Amount: 100
  - Business Partner: Springfield City Council
- Click New and fill:
  - Product: Internet connection
  - Quantity: 240
  - Project: Consultancy for Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Check that:
  - UOM: Minutes
  - Expense Amount: 48
- Go back to Header tab.
- Click on Process Expenses button.
- Click New and fill:
  - Description: Expenses Springfield City Council project
  - Employee: Mike Jordan
- Go Lines tab.
- Click New and fill:
  - Reinvoincing: Y
  - Product: Hotel
  - Quantity: 1
  - Project: Consultancy for Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Check that:
  - UOM: Day
  - Expense Amount: 100
  - Business Partner: Springfield City Council
- Go back to Header tab.
- Click on Process Expenses button.
- Click New and fill:
  - Description: Expenses Shelbyville Bank project
  - Employee: Matthew Straws
- Go to Lines tab.
- Click New and fill:
  - Time Sheet: Y
  - Reinvoincing: Y
  - Product: Engineer
  - Quantity: 80
  - Project: Shelbyville Bank Comm Infrastructure
- Check that:
  - UOM: Hour
  - Business Partner: Shelbyville Bank
- Go back to Header tab.
- Click on Process Expenses button.
- Click New and fill:
  - Description: Expenses Shelbyville Bank project
  - Employee: Mike Jordan
- Go to Lines tab.
- Click New and fill:
  - Time Sheet: Y
  - Reinvoincing: Y
  - Product: Engineer
  - Quantity: 70
  - Project: Shelbyville Bank Comm Infrastructure
- Check that:
  - UOM: Hour
  - Business Partner: Shelbyville Bank
- Go back to Header tab.
- Click on Process Expenses button.

6. Invoiceable Expenses

Short description: Check and process invoiceable expenses, namely, expenses that customers will be billed for.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Invoiceable Expenses
- Edit Springfield City Council customer.
- Check that:
  - Price List: Sales
  - Payment Terms: One month
- Go to Lines tab.
- Select first Hotel line and check that:
  - Reinvoincing: Checked
  - Quantity: 1
  - UOM: Day
  - Expense Amount: 100
  - Project: cscc - Consultancy for Springfield City Council
  - Business Partner: Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Select second Hotel line and check that:
  - Reinvoincing: Checked
  - Quantity: 1
  - UOM: Day
  - Expense Amount: 100
  - Project: cscc - Consultancy for Springfield City Council
  - Business Partner: Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Go to Project & Service Management || Transactions || Create Sales Orders from Expenses
- Edit:
  - Customer: Springfield City Council
  - Date Ordered: 01-08-2008
  - Tick Complete and Process Sales Orders automatically check box.
- Click on Process button.
- Go to Sales Management || Transactions || Sales Order
- Edit the recently created Sales Order for Springfield City Council.
- Check that:
  - Order Date: 01-08-2008
  - Price List: Sales
  - Invoice Terms: Immediate
  - Form of Payment: Bank Deposit
  - Payment Terms: One month
  - Project: Consultancy for Springfield City Council
  - Summed Line Amount: 220
  - Grand Total Amount: 255.2
  - Document Status: Completed
- Go to Lines tab.
- Edit first Hotel line and check that:
  - Ordered Quantity: 1
  - UOM: Day
  - Unit Price: 110
  - List Price: 115
  - Discount: 4.35
  - Tax: VAT 16%
  - Line Net Amount: 110
- Edit second Hotel line and check that:
  - Ordered Quantity: 1
  - UOM: Day
  - Unit Price: 110
  - List Price: 115
  - Discount: 4.35
  - Tax: VAT 16%
  - Line Net Amount: 110
- Go back to Header tab.
- Navigate to the Goods Shipment created using Linked Items.
- Check that:
  - Business Partner: Springfield City Council
  - Project: Consultancy for Springfield City Council
  - Document Status: Completed
- Go to Lines tab.
- Edit first Hotel line and check that:
  - Movement Quantity: 1
  - UOM: Day
- Edit second Hotel line and check that:
  - Movement Quantity: 1
  - UOM: Day
- Go back to Project & Service Management || Transactions || Invoiceable Expenses
- Check that Springfield City Council customer is not shown.
- Edit Shelbyville Bank customer.
- Check that:
  - Price List: Sales
  - Payment Terms: Two months
- Go to Lines tab.
- Select first Engineer line and check that:
  - Time Sheet: Checked
  - Reinvoincing: Checked
  - Quantity: 80
  - UOM: Hour
  - Project: svbcom - Shelbyville Bank Comm Infrastructure
  - Business Partner: Shelbyville Bank
- Select second Engineer line and check that:
  - Time Sheet: Checked
  - Reinvoincing: Checked
  - Quantity: 70
  - UOM: Hour
  - Project: svbcom - Shelbyville Bank Comm Infrastructure
  - Business Partner: Shelbyville Bank
- Go to Project & Service Management || Transactions || Create Sales Orders from Expenses
- Edit:
  - Customer: Shelbyville Bank
  - Date Ordered: 01-09-2008
  - Un-check Complete and Process Sales Orders automatically check box.
- Click on Process button.
- Go to Sales Management || Transactions || Sales Order
- Edit the recently created Sale Order for Shelbyville Bank.
- Check that:
  - Order Date: 01-09-2008
  - Price List: Sales
  - Invoice Terms: Immediate
  - Form of Payment: Money Order
  - Payment Terms: Two months
  - Project: Shelbyville Bank Comm Infrastructure
  - Summed Line Amount: 9000
  - Grand Total Amount: 9000
- Go to Lines tab.
- Edit first Engineer line and check that:
  - Ordered Quantity: 80
  - UOM: Day
  - Unit Price: 60
  - List Price: 65
  - Discount: 7.69
  - Tax: Exempt
  - Line Net Amount: 4800
- Edit second Engineer line and check that:
  - Ordered Quantity: 70
  - UOM: Day
  - Unit Price: 60
  - List Price: 65
  - Discount: 7.69
  - Tax: Exempt
  - Line Net Amount: 4200
- Go back to Header and click on Complete button.

7. Employee Expenses

Short description: Check and process employee expenses, namely, expenses that will be reimbursed to employees.
Additional data: Login as Openbravo with role access to Project & Service Management.
Steps:
- Go to Project & Service Management || Transactions || Employee Expenses
- Select Catherine Jones employee.
- Check that:
  - Purchase Price List: Purchases
  - Payment Terms: Immediate
- Go to Lines tab.
- Select Hotel line and check that:
  - Reinvoicing: Checked
  - Quantity: 1
  - UOM: Day
  - Expense Amount: 100
  - Project: cscc - Consultancy for Springfield City Council
  - Business Partner: Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Select Internet connection line and check that:
  - Quantity: 240
  - UOM: Minutes
  - Expense Amount: 48
  - Project: cscc - Consultancy for Springfield City Council
  - Business Partner: Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Go back to Employee tab
- Select Mike Jordan employee.
- Check that:
  - Purchase Price List: Purchases
  - Payment Terms: Immediate
- Go to Lines tab.
- Select Hotel line and check that:
  - Reinvoicing: Checked
  - Quantity: 1
  - UOM: Day
  - Expense Amount: 100
  - Project: cscc - Consultancy for Springfield City Council
  - Business Partner: Springfield City Council
  - Project Phase: Project delivery
  - Project Task: Project presentation
- Go to Project & Service Management || Transactions || Create AP Expense Invoices
- Edit:
  - From Date: 01-01-2008
  - To Date: 01-12-2008
  - Date Invoiced: 01-07-2008
- Click on Process button.
- Go to Procurement Management || Transactions || Purchase Invoice
- Select the created Purchase Invoice for Catherine Jones.
- Check that:
  - Transaction Document: AP Invoice
  - Invoice Date: 01-07-2008
  - Price List: Purchases
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Project: cscc - Consultancy for Springfield City Council
  - Summed Line Amount: 148
  - Grand Total Amount: 164
- Go to Lines tab.
- Select Hotel line and check that:
  - Invoice Quantity: 1
  - UOM: Day
  - Unit Price: 100
  - List Price: 105
  - Tax: VAT 16%
  - Line Net Amount: 100
- Select Internet connection line and check that:
  - Invoice Quantity: 240
  - UOM: Minutes
  - Unit Price: 0.2
  - List Price: 0.3
  - Tax: Exempt
  - Line Net Amount: 48
- Go back to Header tab and click on Complete button.
- Select the created Purchase Invoice for Mike Jordan.
- Check that:
  - Transaction Document: AP Invoice
  - Invoice Date: 01-07-2008
  - Price List: Purchases
  - Form of Payment: Cash
  - Payment Terms: Immediate
  - Project: cscc - Consultancy for Springfield City Council
  - Summed Line Amount: 100
  - Grand Total Amount: 116
- Go to Lines tab.
- Select Hotel line and check that:
  - Invoice Quantity: 1
  - UOM: Day
  - Unit Price: 100
  - List Price: 105
  - Tax: VAT 16%
  - Line Net Amount: 100
- Go back Header tab and click on Complete button.

Results

All the bugs will be reported with the prefix QA-PSM.

Please click here to see all the bugs

Please click here to see all the OPEN bugs

Retrieved from "http://wiki.openbravo.com/wiki/QA_test_plan_2.40/Project_Service_Management_Review"

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Category: QualityAssurance