ERP 2.50:QA test plan 2.50/Outbound Email

Contents 1 User case 2 Aim of the project 3 Previous data 4 Test cases

User case

• The purchase manager creates a purchase order and after completing the order he wants to do two things through the application:
  • Print and attach the document to the record
  • Attach the document to the record and send it by email

• The financial manager wants to create a purchase invoice based on the purchase order and after completing the invoice he wants to do two things through the application:
  • Print and attach the document to the record
  • Attach the document to the record and send it by email

• The sales manager wants to create a sales order and after completing the order he wants to do two things through the application:
  • Print and attach the document to the record
  • Attach the document to the record and send it by email

• The financial manager wants to create a sales invoice based on the sales order and after completing the order he wants to do two things through the application:
  • Print and attach the document to the record
  • Attach the document to the record and send it by email

• The Sales manager wants to create four sales orders, for two different organizations A and B, each organization has two different business partners with different languages. Spanish and French for Org A, and German and English for Org B and after completing the order he wants to
  • Send E-mail of the Sales Order to the Customer and Sales Representative with Different templates for different languages

Aim of the project

The aim of the project is to test two buttons that are in the toolbar of the application. One button for printing and attaching the document to the record and the second one for printing and sending the document by email

Previous data

URL to checkout: https://dev.openbravo.com/svn/openbravo/branches/reporting Environment: Linux/Postgres and if not possible Windows/Oracle

For procurement examples you can run the same test cases used for Procurement in the acceptance test. Test cases 1 and 3. For these two ones replace the values for these other ones:

• User to login: Openbravo/openbravo
• Role: Openbravo Admin
• Vendor: Turtle Logistics
• Product: Beer

For sales examples you can run the same test cases used for Sales in the acceptance test. Test cases 1 and 3. For these two ones replace the values for these other ones:

• User to login: Openbravo/openbravo
• Role: Openbravo Admin
• Vendor: Mafalda
• Product: Hat

Test cases

1. Create a purchase order

• Short description: Create a Purchase order to test the Print and E-mail Buttons.

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Procurement management || Transactions || Purchase Order
  • Click New.Select the business partner using two possibilities:
  • A.- Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'provider' must be checked. Please select Turtle Logistics
  • B.- Or write in the bp box turtlelogistics and verify:
    • A pop-up window doesn't show up and the bp box is filled with the name Turtle Logistics
  • For both cases verify:
    • Invoice Address: Donato di Betto Bardi, 4 - - - Cabarceno - CANTABRIA - Spain
    • Price list: PURCHASE
    • Form of payment: Bank Deposit
    • Payment terms: One month
  • Save
  • Move to tab Lines and click New
  • Select Product using two possibilities:
  • A.- Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • The price list combo must be filled with the value Purchase
    • Select Product Grand Beer and click on Ok
  • B.- Or write in the product box beer and verify:
    • A pop-up window doesn't show up and the product box is filled with the name Grand Beer
  • For both cases verify:
    • UOM:Unit
    • Unit price:0.95
    • List price:1
    • Tax:VAT 16%
  • Fill in Ordered quantity= 1
  • Save
  • Move to header and click on Complete. Verify:
    • Summed Line Amount= 0.95
    • Grand Total Amount= 1.1
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer.

2. Create Goods receipt

• Short description: Create Goods receipt from the Purchase order
• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Procurement management || Transactions || Goods receipt
  • Click new and select Turtle Logistics as a business partner. Save
  • Click on button 'Create lines from' and verify:
    • Business partner: Turtle Logistics
    • In the "Order" combo box there is the purchase order
  • Select the purchase order
  • Select a warehouse position
  • Select the purchase order line
  • Click OK
  • Move to Lines
  • Click on Attribute set value icon and fill the values and click OK
  • Save
  • Go back to header and Complete

3. Create a purchase invoice

• Short description:Create a Purchase invoice to test the Print and E-mail Buttons.

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Procurement management || Transactions || Purchase Order
  • Click New and select Transaction Document= AP Invoice
  • Select the business partner using two possibilities:
  • A.- Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'provider' must be checked. Please select Turtle Logistics
  • B.- Or write in the bp box turtlelogistics and verify:
    • A pop-up window doesn't show up and the bp box is filled with the name Turtle Logistics
  • For both cases verify:
    • Invoice from: Donato di Betto Bardi, 4 - - - Cabarceno - CANTABRIA - Spain
    • Price list: PURCHASE
    • Form of payment: Bank Deposit
    • Payment terms: One month
  • Save
    • Click on button 'Create lines from' and verify:
    • Business partner: Turtle Logistics
    • 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: Grand beer
    • Taxes: VAT 16%
    • The box "Purchase Order Line" is filled properly
    • The box "Shipment/Receipt Line" is filled properly
  • Go back to Header and click Complete
  • Move to Payments and verify:
    • Due Date One month after the invoice date
    • Form of Payment: Bank Deposit
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer.

4. Create Standard Sales Order

• Short description:Create an Sales order to test the Print and E-mail buttons

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management || Transactions || Sales Order
  • Click New and select Transaction Document: Standard Order
  • Organization: Main
  • Select business partner using two possibilities:
  • A.- Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Mafalda Corporation.
  • B.- Or write mafalda in the bp box and verify:
    • A pop-up window doesn't show up and the bp box is filled with the name Mafalda Corporation
  • For both cases verify:
    • Invoice Address: Loly street 13 - - 45895 - Hollymoon - ÁLAVA - Spain
    • The combo box User/Contact must have the value: Mafalda
    • Price list: Mafalda Sales
    • Form of payment: Money Order
    • Payment terms: Two months, 10th
    • Sales representative: Our Sales Agent
  • Move to tab Lines and click New.
  • Select Product using two possibilities:
  • A.- Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • Select the product Hat
  • B.- Or write in the product box hat and verify:
    • A pop-up window doesn't show up and the product box is filled with the name Hat
  • For both cases verify:
    • UOM:Unit
    • Unit price:31.5
    • List price:33.5
    • Tax:VAT 16%
  • Fill in Ordered quantity= 1
  • Save
  • Move to header and complete. Verify:
    • Summed Line Amount= 31.5
    • Grand Total Amount= 36.54
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer.

5. Create goods shipment

• Short description:Create a goods shipment from a sales order

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management || Transactions || Create shipments from orders
  • Select the sales order and click process

• Issues to verify:
  • The sales order must be disappear
  • Go to Goods shipment and see that it is created
  • Move to Lines tab and verify the link "Sales Order Line" is related to the correct one

6. Create Sales invoice

• Short description:Create a Sales invoice to test the Print and E-mail Buttons.

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management || Transactions || Sales invoice
  • Click New select Transaction Document: AR Invoice
  • Select business partner using two possibilities:
  • A.- Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Mafalda Corporation.
  • B.- Or write mafalda in the bp box and verify:
    • A pop-up window doesn't show up and the bp box is filled with the name Mafalda Corporation
  • For both cases verify:
    • Invoice Address: Loly street 13 - - 45895 - Hollymoon - ÁLAVA - Spain
    • The combo box User/Contact must have the value: Mafalda
    • Price list: Mafalda Sales
    • Form of payment: Money Order
    • Payment terms: Two months, 10th
    • Sales representative: Our Sales Agent
  • Click on button 'Create lines from' and verify:
    • Business partner: Mafalda Corporation
    • In the "Order" combo box must be the sales order
    • In the "Shipment" combo box must be the good receipt
  • Select the sales order and click OK
  • Move to Lines and verify:
    • Product: Hat
    • The box "Sales Order Line" is filled properly
    • The box "Shipment/Receipt Line" is filled properly
  • Go back to Header and click Complete
  • Move to Payments and verify:
    • Due Date Two months after the invoice date and the 10th
    • Form of Payment: Money Order
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer.

7. Create E-mail definitions for different languages

• Short description:Create two e-mail definition for Organization A , one for language Spanish and other for French and two e-mail definitions for Organization B, one for language English and other for language German

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Financial Management->->Accounting->Setup->Document Type
  • Select Document Standard Order and move to Report Templates
  • Select the Template for Oragnization A and Move to E-mail Definitions
  • Click new and fill
    • Subject: Spanish
    • Body : Sales order for language Spanish
    • Select languge as Spanish(Spain)
    • Save
  • Click new and fill
    • Subject: French
    • Body : Sales order for language French
    • Select languge as French(France)
    • Save
  • Go back to the Report Templates and select the Template for Oragnization B
  • Move to E-mail Definitions
  • Click new and fill
    • Subject: German
    • Body : Sales order for language Spanish
    • Select languge as German(Germany)
    • Save
  • Click new and fill
    • Subject: English
    • Body : Sales order for language French
    • Select languge as English(United Kingdom)
    • Save

8. Create sales orders for four different Business partners with different Language

• Short description:Create sales orders for four different Business partners with different Language to verify the E-mail template for the each language

• Preconditions: Set some Business partners with language German and French
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Goto Master Data Management-> Business partner
  • Select the Business Partner Neil Riley Productions,change the Language to German(Germany) and Save
  • Select the Business Partner Millman Ltd.,change the Language to French(France) and Save

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management->Transactions->Sales Order
  • Click New and select Transaction Document: Standard Order
  • Organization: A
  • Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Mafalda Corporation.
  • Save
  • Move to tab Lines and click New.
  • Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • Select the product Hat and click on Ok
  • Save
  • Move to header and click on complete.
  • Click on the E-mail Button
  • Issues to verify:
    • Subject : Spanish
    • Message Body : Sales order in Spanish
  • Click New and select Transaction Document: Standard Order
  • Organization: A
  • Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Millman Ltd.
    • Save
  • Move to tab Lines and click New.
  • Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • Select the product Hammer and click on Ok
  • Save
  • Move to header and click on complete.
  • Click on the E-mail Button
  • Issues to verify:
    • Subject : French
    • Message Body : Sales order in French
  • Click New and select Transaction Document: Standard Order
  • Organization: B
  • Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Bellen Ent.
    • Save
  • Move to tab Lines and click New.
  • Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • Select the product Grand Beer and click on Ok
  • Save
  • Move to header and click on complete.
  • Click on the E-mail Button
  • Issues to verify:
    • Subject : English
    • Message Body : Sales order in English
  • Click New and select Transaction Document: Standard Order
  • Organization: B
  • Click on the bp icon and verify:
    • When you click the bp icon a pop-up window must show up and the radio button 'customer' must be checked. Please select Neil Riley Productions.
    • Save
  • Move to tab Lines and click New.
  • Click on the product icon and verify:
    • When you click the product icon a pop-up window must show up.
    • Select the product Grand Beer and click on Ok
  • Save
  • Move to header and click on complete.
  • Click on the E-mail Button
  • Issues to verify:
    • Subject : German
    • Message Body : Sales order in German

9. Create Multiple Standard Sales Orders

• Short description:Create multiple Sales orders to test the Print and E-mail buttons work with multiple documents

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management || Transactions || Sales Order
  • Click New and select Transaction Document: Standard Order
  • Repeat this step creating a total of 5 sales orders for different business partners.
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
    • There are five documents showing as available for printing and the details within them correspond to the details used in the creation of the documents.
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer. All five documents should have valid email addresses.
    • There are five documents showing as available for printing and the details within them correspond to the details used in the creation of the documents.

10. Create Multiple Standard Sales Orders - some with invalid email addresses

• Short description:Create multiple Sales orders to test the Print and E-mail buttons work with multiple documents. For two of these orders the business partner will not have a valid email address.

• Steps:
  • Login as Openbravo/openbravo with the role Openbravo Admin
  • Go to Sales management || Transactions || Sales Order
  • Click New and select Transaction Document: Standard Order
  • Repeat this step creating a total of 5 sales orders for different business partners.
    • For two of the business partners ensure that the email address is not completed.
  • Click on the Print Button
    • Click on Yes in the Pop-up window
  • Issues to verify:
    • Document must be opened for printing
    • There must be record in the Attachments
    • There are five documents showing as available for printing and the details within them correspond to the details used in the creation of the documents.
  • Click on the E-mail Button
    • Enter all the mandatory fields and mark Archive this document
    • Click on send.
  • Issues to verify:
    • The record must be present in the Attachments
    • E-mail must be sent to the Customer. Only three of the five documents should have valid email addresses. The message returned to the user in the email form should correspond to this result.
    • Check that the two orders with invalid email addresses are the two orders expected to return invalid email addresses.
    • There are five documents showing as available for printing and the details within them correspond to the details used in the creation of the documents.

Category: QA Test plan 2.50 ERP