Log in / create account
Openbravo.com
Issues
Forge
University
View source | Discuss this page | Page history | Printable version   

Shipments Awaiting Invoice/Test Cases

Contents

Customers

Create 2 new customers.

Num Steps Comments Status
1.1
  • Create a business partner Customer 1
  • In Customer tab select:
    • Delivery Terms = Availability
    • Price List = General Sales
  • In Location tab add:
    • Location 1
    • Location 2
Successfull Executed
1.2
  • Create a business partner Customer 2
  • In Cusomer tab select:
    • Delivery Terms = Availability
    • Price List = General Sales
  • In Location tab add 1 location.
Successfull Executed

Products

Create 3 new products.

Num Steps Comments Status
2.1
  • Create a new product Product A:
    • Product category = Food
    • UOM = Bag
    • Storage Bin = ML1
    • Attribute Set = Lot and expiration
  • In Price tab select:
    • Price List Version = Sales 2006
Successfull Executed
2.2
  • Create a new product Product B:
    • Product category = Tools
    • UOM = Unit
    • Storage Bin = ML1
  • In Price tab select:
    • Price List Version = Sales 2006
Successfull Executed
2.3
  • Create a new product Product C:
    • Product category = Clothes
    • UOM = Unit
    • Storage Bin = SL2
    • Attribute Set = Color
  • In Price tab select:
    • Price List Version = Sales 2006
Successfull Executed

Stock

Create stock for products A, B and C.

Num Steps Comments Status
3.1
  • Create a new physical inventory for Main Warehouse.
  • In lines tab add:
    • Product A:
      • Storage Bin = ML1
      • Attribute Set Value = L9797
      • Quantity = 4
    • Product B:
      • Storage Bin = ML2
      • Quantity = 50
  • Process Inventory Count
Successfull Executed
3.2
  • Create a new physical inventory for Secondary Warehouse.
  • In lines tab add:
    • Product C:
      • Storage Bin = SL2
      • Attribute Set Value = Green
      • Quantity = 100
Successfull Executed

Sales Orders

Num Steps Comments Status
4.1
  • Create a Standard sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “Standard Order”
      • Payment Term : “Immediate”
      • Save the record.
    • Create lines :
      • Select product :”Product A”
      • Ordered Quantity : 5
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.
  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • create a new Goods Shipment:
      • Select Business Partner :”Customer1”
      • Save the Record
      • Click the button “create lines from”
        • Order : Select the order number for recently created sales order
        • Warehouse Position:ML1
        • check the resulted sales order and click Ok.
    • Click the lines there we can see the lines that is created from the sales order.
      • Change the Movement Quantity field to “4”.
      • save the lines.
  • Complete the Goods Shipment.
  • Create a sales Invoice(Sales Management||Transactions||Sales Invoice)
    • create a new sales invoice
      • Select Business Partner :”Customer1”
      • Save the record.
      • Click the button “create lines from”
        • Shipment/Receipt : select the recently added Good Shipment Number
      • check the resulted Goods Shipment and click OK.
      • Click the lines there we can see the lines that is created from the Goods Shipment.
      • Change the Invoiced Quantity field to “2”.
      • Save the lines.
    • Complete the Sales Invoice.

Hence the order will be shown in the report with Amount Invoice Pending.

Successfull Executed
4.2
  • Create a Warehouse sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer2”.
      • Transaction Document : “Warehouse Order”
      • Save the record.
    • Create lines :
      • Select product :”Product B”
      • Ordered Quantity : 5
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.

This ware house sales order is added to the Goods Shipment directly.

  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • Select the recently created sales order in Goods Shipment field.
    • In lines
      • Change the Movement Quantity field to “4”.
      • save the lines.
    • Complete the Goods Shipment.

Hence the order will be shown in the report with Amount Invoice Pending.

Successfull Executed
4.3
  • Create a POS sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “POS Order”
      • Save the record.
    • Create lines :
      • Select product :”Product C”
      • Ordered Quantity : 5
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.

This POS sales order is added to the Invoice directly. Hence this record wont reflected in the report.

Successfull Executed
4.4
  • Create a Standard sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “Standard Order”
      • Payment Term : “Immediate”
      • Save the record.
    • Create lines :
      • Select product :”Product A”
      • Ordered Quantity : 10
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.
  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • create a new Goods Shipment:
      • Select Business Partner :”Customer1”
      • Save the Record
      • Click the button “create lines from”
        • Order : Select the order number for recently created sales order
        • Warehouse Position:ML1
        • check the resulted sales order and click Ok.
    • Click the lines there we can see the lines that is created from the sales order.
      • Change the Movement Quantity field to “5”.
      • save the lines.
  • Complete the Goods Shipment.

Hence in the report QTY Ordered = 10, QTY Shipped = 5, QTY Invoice = 0

Successfull Executed
4.5
  • Create a Standard sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “Standard Order”
      • Payment Term : “Immediate”
      • Save the record.
    • Create lines :
      • Select product :”Product A”
      • Ordered Quantity : 10
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.
  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • create a new Goods Shipment:
      • Select Business Partner :”Customer1”
      • Save the Record
      • Click the button “create lines from”
        • Order : Select the order number for recently created sales order
        • Warehouse Position:ML1
        • check the resulted sales order and click Ok.
    • Click the lines there we can see the lines that is created from the sales order.
      • Change the Movement Quantity field to “5”.
      • save the lines.
  • Complete the Goods Shipment.
  • Create a sales Invoice(Sales Management||Transactions||Sales Invoice)
    • create a new sales invoice
      • Select Business Partner :”Customer1”
      • Save the record.
      • Click the button “create lines from”
        • Shipment/Receipt : select the recently added Good Shipment Number
      • check the resulted Goods Shipment and click OK.
      • Click the lines there we can see the lines that is created from the Goods Shipment.
      • Change the Invoiced Quantity field to “5”.
      • Save the lines.
    • Complete the Sales Invoice.

Hence the report does not display data (QTY Shipped = QTY Invoice)

Successfull Executed
4.6
  • Create a Standard sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “Standard Order”
      • Payment Term : “Immediate”
      • Save the record.
    • Create lines :
      • Select product :”Product A”
      • Ordered Quantity : 10
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.
  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • create a new Goods Shipment:
      • Select Business Partner :”Customer1”
      • Save the Record
      • Click the button “create lines from”
        • Order : Select the order number for recently created sales order
        • Warehouse Position:ML1
        • check the resulted sales order and click Ok.
    • Click the lines there we can see the lines that is created from the sales order.
      • Change the Movement Quantity field to “4”.
      • save the lines.
  • Complete the Goods Shipment.
  • Create a sales Invoice(Sales Management||Transactions||Sales Invoice)
    • create a new sales invoice
      • Select Business Partner :”Customer1”
      • Save the record.
      • Click the button “create lines from”
        • Shipment/Receipt : select the recently added Good Shipment Number
      • check the resulted Goods Shipment and click OK.
      • Click the lines there we can see the lines that is created from the Goods Shipment.
      • Change the Invoiced Quantity field to “2”.
      • Save the lines.
    • Complete the Sales Invoice.

Hence the report shows QTY Ordered = 10, QTY Shipped = 9, QTY Invoice = 7

Successfull Executed
4.7
  • Create a Standard sales order(Sales Management||Transactions||Sales Order)
    • Create a new sales order.
      • Select business partner: “Customer1”.
      • Transaction Document : “Standard Order”
      • Payment Term : “Immediate”
      • Save the record.
    • Create lines :
      • Select product :”Product A”
      • Ordered Quantity : 10
      • Unit Price  :5.2
      • Save the record.
    • Complete the order.
  • Create a Goods Shipment(Sales Management||Transactions||Goods Shipment)
    • create a new Goods Shipment:
      • Select Business Partner :”Customer1”
      • Save the Record
      • Click the button “create lines from”
        • Order : Select the order number for recently created sales order
        • Warehouse Position:ML1
        • check the resulted sales order and click Ok.
    • Click the lines there we can see the lines that is created from the sales order.
      • Change the Movement Quantity field to “1”.
      • save the lines.
  • Complete the Goods Shipment.

Hence the report shows QTY Ordered = 10, QTY Shipped = 10, QTY Invoice = 7

Successfull Executed

Use Cases

Case 1: Filter by business partner

Num Steps Comments Status
1.1
  • Go to Sales Management > Analysis Tools > Shipments Awaiting Invoice Report.
  • Select Customer 1 in the business partner selector.
  • Click on HTML Format button.
  • Check that:
    • Delivery Location is business partner's one (since delivery locaiton was left empty).
    • Qty Sold = 5
    • Qty Shipped = 4
    • Qty Invoiced =2
    • Amount Invoice Pending =10.4
Sucessfull Executed

Case 2: Filter by order document number

Num Steps Comments Status
2.1
  • Go to Sales Management > Analysis Tools > Shipments Awaiting Invoice Report.
  • The Order Document No. of Sales Order 4.2 in Order Document No. text field.
  • Click on PDF Format button.
  • Check that:
    • Qty Sold = 5
    • Qty Shipped = 4
    • Qty Invoiced =2
    • Amount Invoice Pending =10.4
Sucessfull Executed

Case 3: Filter by order document number

Num Steps Comments Status
2.1
  • Go to Sales Management > Analysis Tools > Shipments Awaiting Invoice Report.
  • The Order Document No. of Sales Order 4.3 in Order Document No. text field.
  • Click on PDF Format button.
  • Check that:
  • Report wont generated for this POS sales order.since POS sales order directly generate the Invoice.
Sucessfull Executed

Case 4: Filter by Shipment Document No

Num Steps Comments Status
3.1
  • Go to Sales Management > Analysis Tools > Shipments Awaiting Invoice Report.
  • Type 8 in Order Reference field.
  • Click on PDF Format button.
  • Check that:
    • Qty Sold = 5
    • Qty Shipped = 4
    • Qty Invoiced =2
Sucessfull Executed

Case 5: Filter by Payment Term

Num Steps Comments Status
3.1
  • Go to Sales Management > Analysis Tools > Shipments Awaiting Invoice Report.
  • The Payment Term. of Sales Order 4.1 in Payment Term drop down field.
  • Click on PDF Format button.
  • Check that:
    • Qty Sold = 5
    • Qty Shipped = 4
    • Qty Invoiced =2
Sucessfull Executed

Retrieved from "http://wiki.openbravo.com/wiki/Shipments_Awaiting_Invoice/Test_Cases"

This page has been accessed 1,074 times. This page was last modified on 26 March 2018, at 16:03. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.