| Case | Test Script |
|---|---|
Not Require Approval for Under Cost Free of Charge Invoice Sample Sales Invoice | *Use the item it not in sales posting checking and not by Virtual Location 1) Create new invoice => select no, series code, FOC (no. start with F) => add item it has inventory and change the unit price it under the item cost => Click Send Approval Request => Released / Blank / Released 2) Create new invoice => select no, series code, S-SI (no. start with S) => add item it has inventory and change the unit price it under the item cost => Click Send Approval Request => Released / Blank / Released |
Not Require Approval for Under Cost 1) SO No. start with M (Macau order) or 2) SO No. start with SO and Salesperson is UIC | (no workflow approval and skip under cost approval) 1) Create new sales order => Enter SO No. start with "M" => Select Customer (refer to existing SO customer name for "Macau Order" => add item and change the unit price it under the item cost => Click Send Release => Released 2) Create new sales order => select no, series code, SO (no. start with SO) => Select Customer with Salesperson is UIC => add item and change the unit price it under the item cost => Click Send Release => Released *For SO order & salesperson = UIC, approval cannot be skipped. VL: this is expected as user create invoice for cancel (start with C) or Attachment (start with Y) are no need to consider the price. |
Not Require Approval for Under Cost Approved in SO stage. | Step 1) Create new sales order => select no, series code, AA (no. start with AA) => add item and change the unit price it under the item cost => Click Send Release => Cost Approval is Required => Check the check box (only able to check by approver 2) Get line to invoice, no need to approve again *Same process for DN *Since no box for the approval of under cost in DN, have tested another flow: Create SO and under cost approved, get line in DN and post, get line in SI - no need to approve again = OK |
Require Approval for Under Cost Sales Order with Prefix SO | Create new sales order => select no, series code, SO (no. start with SO) => add item and change the unit price it under the item cost => Click Send Release => Released / Blank / Released *Item Approval if selected item is requiring item approval process |
Require Approval for Under Cost Create Sales Invoice | 1) Create new invoice => add item it has inventory and change the unit price it under the item cost => Click Send Approval Request => Check the check box (only able to check by approver) = After cost approval process, go through the release process Sales Invoice - disable the Unit Price (field #22) if the sales invoice is getting line from AA order. *Will also diable in SO order (also need the Uder Cost Approval) = OK *For non-approvers, they cannot check the "Under cost approved" box (OK) but they can untick the box for SO & SI. = VL: Know issue - see if user have comment or request on this point. |
Require Approval for Under Cost Create DN | 1) Create new DN => add item it has inventory and change the unit price it under the item cost => Click Send Approval Request => Check the check box (only able to check by approver) = After cost approval process, go through the release process *No check box for DN |
Case Testing Create DN then get line in Invoice. | 1) Create new DN => add item it has inventory and change the unit price it under the item cost => Click Send Approval Request => Check the check box (only able to check by approver) = After cost approval process, go through the release process 2) Create New Invoice => get line from the DN |
Case Testing Get line from Recurring Sales Line | 1) Please refer to KB http://kb.bizspoketech.com:8090/x/5IFrB to see how the Recurring Sales Line works. 2) Setup recurring sales line or use existing record to modify the unit price. At lease 1 recurring sales line is under cost. 3) Create AA SO, then get the recurring sales lines it is including "under cost" 4) Check the under cost checking when click Send Approval Request |
| Test the Email Notification | Setup your email account to see whether the notification email is sent to the approver successfully. |
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