R2 Upgrade Unit Testing_INQ

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AIM

APPLICATION EXTENSIONS

BEACON: UNIT TEST SCRIPT

R2 Upgrade unit testing -INQ

Author: Kamal Khetrapal

Creation Date: June 25, 2009

Last Update Date: June 29, 2009

Document Ref:


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Document Control

Change Record

4

Date Author Version

Change Reference

25-Jun-2009

Kamal Khetrapal Draft No Previous Document

Reviewers

Name Position


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Contents

Document Control...............................................................................

Overview..............................................................................................

Unit Test Specification ........................................................................

Scenarios and Test Scripts ............................................................

Open and Closed Issues For This Deliverable......................................

Open Issues....................................................................................Closed Issues.................................................................................

Appendix..............................................................................................

Unit test Results.............................................................................Defect Log


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Overview

This Unit Test Script verifies that each application extension conforms to development standards by using this standards checklist. been updated to incorporate the standards at this implementation site. The tests outlined here were performed as the first step dureach application extension.

This checklist covers only common and easily tested problems, and makes no pretense of being a comprehensive check for compliait were, this checklist would be as big as the UI standards document and would take far too long to go through. All developers and tread the entire user interface standards document (and any relevant areas of the coding standards document). They have checkedagainst those standards even when they do not appear on the checklist.

Further, after doing your own checking, the Tester will review every window for standards problems missed by the initial tester. Theidentified general user interface improvements possible beyond simple standards issues. The Tester reviewed for possible overall i(better ways to present the information or lay out the window, better methods of how to do the necessary actions, and so on). This enough time to make any necessary changes, not just before release. Testers were available for preliminary checks and user interfpoint during the design. Preliminary reviews were starting with the un-coded window layout, or even a sketch, before beginning pro

Regression testing was performed to check that bug fixes did not break previously tested code. The testing execution plan is an itefollowing

Test -> Find Error -> Fix Bug Retest

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Unit Test Specification

Scenarios and Test Scripts

Scenarios

Scenario Description Release Information

Scenario To test the Globalization Test cases for all the scenarios

Scenario 1 View existing Task-View task that already exists in system

Scenario 2Manage tasks-Manage tasks - change status of task - update task notes - change task content

Scenario 3Create task-Create task - attach a document to task - add additional fields to task

Scenario 4Change asset PO #-Update asset PO number

Scenario 5Change asset location/add address-Single asset-Update asset location with new address insystem

Scenario 6Credit memo request-Create credit memo request. Submit for approval.

Scenario 7Billing address Change-address exists-Update billing address with address that is existing insystem

Scenario 8Cash App-Refund request -submit for approval-Create a Reverse receipt application to refundand submit request for approval

Scenario 9Cash App-Reapply to different contract-Reverse receipt application and reapply to anothercontract for the same customer

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Scenario 103rd Party info-View 3rd party information in lease center

Scenario 11Cancel Insurance-need more info-Insurance cancelation-rejected - send notification to lessee-update notes-close task

Scenario 12Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interactioncreated

Scenario 13Cancel Insurance-none-credit-Insurance cancelation - notification send to customer - inforeceived - cancel insurance with credit given back to customer

Scenario 14Capture Claim-asset ok-bill items-CPC_replacement-Receive claim request on asset. Billing is

put on hold and replacement for CPC asset is assoicated.

Scenario 15Create Transfer & Assumption request-Create Transfer & Assumption request and submit forcredit approval

Scenario 16Create Equip Swap request-Create a equipment exchange request. Submit for approval

Scenario 17New address / Update E-mail-Phone-Add new address and 'Update contact info oncustomer/lease

Scenario1 - View existing Task-View task that already exists in system

ScenarioStep

TestStep Role

Actionor Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using ' LeaseCenter Agent' responsibility

DLL/PMC/MCC Lease Center Agent menu will open

1 2 Navigate to Lease center search form :Lease Center Agent > Lease centersearch

Lease center search form will open

1 3 Type the Contract number in theContract number field (Refer to DataSheet)

Details entered will appear

4 Click on 'Search' button at the bottom Lease Contract Search form opens with the contract

details with the status "Booked"5 Click on 'Open' button at the bottom Leasing center form will open with Contract details and

shows soft message in case the contract is in evergreen

6 Navigate to "Tasks" Tab All Tasks related to contract number will display at the

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ScenarioStep

TestStep Role


left hand section of the screen

Scenario2-Manage tasks - change status of task - update task notes - change task content

ScenarioStep

TestStep Role




1 2 Navigate to Lease center search form :Lease Center Agent > Lease centersearch

Lease center search form will open

1 3 Type the Contract number in theContract number field (Refer to DataSheet)

Details entered will appear

4 Click on 'Search' button at the bottom Lease Contract Search form opens with the contractdetails with the status "Booked"

5 Click on 'Open' button at the bottom Leasing center form will open with Contract details andshows soft message in case the contract is in evergreen

6 Navigate to "Tasks" Tab All Tasks related to contract number will display at theleft hand section of the screen

7 Click on "New" button provided at thebottom of the form

At the right hand section, all the mandatory fields areenabled for data entry

8 click on Type field LOV and select TaskType Value (Refer to Data sheet)

Task Type value gets selected

9 Type task name in the Name field Task Name gets Typed

10 Mouse Click on Priority field LOV andselect value 'Low'

'Low' Value gets selected in LOV

11 Mouse Click on Start Date field LOV andselect Start Date from the Calendar (=Today's date)

Start Date Value gets selected

12 Mouse Click on Owner Type LOV andselect 'Group Resource'

Group Resource Value gets selected in LOV

13 Type '%' in Owner field LOV and Mouseclick on it to select Owner (Refer to

Owner value gets selected

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ScenarioStep

TestStep Role


Data sheet)

14 Type Task Description in theDescription Text box provided (Refer toData Sheet)

Description gets typed

15 Mouse click on "Box" above Descriptionfield (NOT the private box)

Applicable mandatory Additonal fields appear

16 Enter the Additional fields is what? no information provided od data sheetenetered own data see below

17 Mouse Click on 'Save' Icon on the toolbar to save the work

Transaction complete:Records applied and savedMessage appears at the bottom of the screen

18 Click on Details button provided at thebottom of the screen Tasks details form opens

19 Go to Tool bar and Click on"Attachments" (paper clip) iconavailable in the tool bar

Attachments form opens

20 Click on "Category" field Form appears for querying Category LOVs

21 Type '%' in the Find field and Click on"Find" button

Values will appears

22 Select "Miscellaneous" and Click on"OK" button

Value selected will appear in Category field

23 Type the description in the"Description" field

Description is entered

24 Click on "Data type" field "Data types" form opens with LOVs

25 Select "File" from the LOVs and Clickon "OK" button

HTML form opens for uploading the file

26 Click on "Browse" and select path andfile. Click 'Open' to upload the File(Refer to Data sheet)

File is selected for uploading

28 Click on "OK" Button Confirmation message appears saying that " File uploadcompleted successfully".

29 Click on "X" icon to close the Fileupload form

HTML page closes and Decision box appears asking Hasthe file been uploaded successfully?

30 Click on "Yes" button on the decisionbox

Decision box will close and user sees the Attachmentsform

31 Click on "X" icon to close Attachmentform

Attachment form Closes and User sees Task details form

32 Print screen for Audit

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Scenario3- Create task-Create task - attach a document to task - add additional fields to task

ScenarioStep

TestStep Role


1 1 DLL Lease Centre Agent Log in to Leasecenter Agent Responsibility and thenclick on Universal Work Queue functionavailable in the Menu

Universal Work Queue screen opens

1 2 Click on '+' in front of Tasks node Tasks node expands with all the task types list: My

owned, My assigned, Group owned, Group assigned,Team owned, Team Assigned.

1 3 Navigate to 'My Assigned' task All tasks assigned to user are visible in the right handside section.

4 Select task with status 'Unassigned' In lower section, task details are visible

5 Log in to Leasecenter Agent Responsibility and thenclick on Universal Work Queue functionavailable in the Menu

Universal Work Queue screen opens

6 Click on '+' in front of Tasks node Tasks node expands with all the task types list: Myowned, My assigned, Group owned, Group assigned,Team owned, Team Assigned.

7 Navigate to 'My Assigned' task All tasks assigned to user are visible in the right handside section.

8 Select task with status 'Unassigned' In lower section, task details are visible

9 Select in 'Actions' field 'Update Task'from LOV

Update task pops up in field and Customer field ishighlighted. Date field etc. are shown.

10 Go to 'Task Status' field --> Select"Assigned" from LOV --> Click 'Apply'button

In top part section the task status has been changed in'Assigned' and status also changed in the 'GroupOwned' tasks

11 Now Once again Navigate to 'MyAssigned' task

All tasks assigned to you are visible in the right handside section.

12 Now Select second task with status'Unassigned'

In lower section, task details are visible


Update task pops up in field and Customer field lightsup in blue. Date field etc. are shown.

14 Go to 'Task Status' field --> Select"Assigned" from LOV --> Click 'Apply'button

In top part section the task status has been changed in'Assigned' and status also changed in the 'GroupOwned' tasks

15 Now Once again Navigate to 'MyAssigned' task

All tasks assigned to you are visible in the right handside section.

16 Now Select Third task with status'Unassigned'

In lower section, task details are visible


Update task pops up in field and Customer field lightsup in blue. Date field etc. are shown.

18 Go to 'Task Status' field --> Select"Assigned" from LOV --> Click 'Apply'

button

In top part section the task status has been changed in'Assigned' and status also changed in the 'Group

Owned' tasks19 Prioritization of Tasks:'Now Go to Task

section in top part of screen --> Go to'Priority' column --> Click on dot in

Tasks will be re-ordered on priority (High as first)

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ScenarioStep

TestStep Role


column

20 Select and Highlight task with the Highpriority and doubleclick on Task

Lease Center opens with Customer part and Contractpart in top of screen. Tab section in lower part andTransactions tab opens.

21 Click on Tasks tab Tasks related to this contract are shown in left handsection and date entry section displays entered fieldsfor the highlighted task.

22 Manual Step:Read task details anddetermine action-Task is not Resolved

23 Type changed Task content in Task

Description Free text field --> ClickSave button

Task content gets typed

24 Click 'Details' button at the bottom of the screen

'Task' screen with task details will open.

25 Click 'Notes' button Notes form appears

26 Click 'New (B)' button Notes section lights up yellow

28 Type text in Notes section and Click onSave Icon in tool bar

Notes sections colours grey and entered notes areshown in left hand Notes/Summary section

29 Click on 'X' in 'Notes' form Screen disappears and you return in Tasks screen.

30 Click 'X' in Tasks screen Screen disappears and brings you back to Tasks tabscreen.

31 Print screen for Audit

Scenario4- Change asset PO #-Update asset PO number

ScenarioStep

TestStep Role


1 1 DLL Lease Centre Agent

Logon: Using DLL Lease Center Agent orCollections Manager responsibility

1 2 Navigate to Lease center search form :Lease center search Lease center search form will open

1 3 Enter the Contract number in the Contractnumber field (refer to data sheet)

4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"5 Click 'Open Button' at the Bottom Lease center form opens with Contract details6 Validate for the Customer Information in

Customer block of Lease center screen1.Name,2.Phone Number,3.Address,4.E-mailid etc..

7 Go to Tool bar at top of Lease center screenand Click on Actions Menu and Click onZOOM Form Zoom Form opens

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ScenarioStep

TestStep Role


8 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"9 Click 'Open Button' at the Bottom Lease center form opens with Contract details10 Go to PO details section and select the asset

(by checking the tickbox) for which the POdetails needs to be changed

11 Change or enter the 'PO Number' in the POnumber field Modified PO Number will get displayed

12 Navigate (by scrolling the horizontal scrollbar) to 'Customer Cost Center' field andchange (or enter) customer cost center Modified Customer Cost Center will get displayed

13 Validate the 'No Expiry' box is checked (if not

check the box). Check will appear in the 'No Expiry' box14 Click on 'Submit Change' button at the

bottom of the screenRecord has been updated confirmation message will display atthe bottom of screen

15 Click "X" in top of screen. Click "Go" buttonin DLL Zoom form screen. Validate that thePO Number field and Cost center field hasbeen updated. Changed Asset information is displayed in PO Details section

16 Print screen for audit

Scenario5 - Change asset location/add address-Single asset-Update asset location with new address in system

ScenarioStep

TestStep Role



Logon: Using DLL US Wayne Lease CenterAgent responsibility XX

1 2 Navigate to Lease center search form :Lease Center Agent > Lease center search Lease center search form will Open

1 3 Enter the Contract number (refer to DataSheet) in the Contract number field.

4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"5 Click 'Open Button' at the Bottom Lease center form wil l open with Contract details6 Validate for the Customer Information in

Customer block of Lease center screen1.Name2.Phone Number3.Address4.E-mail id etc.. XX

7 Click on "Asset" tab in Lease center Assets belong to Searched Contract wil l open

8 Choose Asset (Asset number) for whichlocation needs to be updated and then clickon the "Asset Details" button at the bottom ofthe screen Assets page will open with all the Asset information

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ScenarioStep

TestStep Role


9 Validate in the "Summary" tab the assetlocation in Location field: (Location) Asset Location details wil l appear

10 Cilck on "X" icon given at the top of thescreen to close the "Asset details" form Asset detail form closes and Asset tab screen appears

11 Go to Tool bar at top of Lease center screenand Click on Actions Menu and Click on"ZOOM" "Form names" will open with list of values

12 Choose 'Form Name' field = 'CustomersOnline' from the list and click on 'OK' button. DLL Zoom form will appear with the value selected

13 select and click on 'GO' button availabe inDLL Zoom form

Customer online screen opens and displays Customer tab withAddresses screen.

14 Click on Create button (3rd button in top ofscreen) Validate Address screen appears

15

Enter Address in "Address1" Field, City in"City" Field, State in "State" Field ", Postalcode in "Postal Code" Field and click'Validate Address' button.

Depending if a mistake is made in the address:a) an error message occurs and you have to correct it firstbefore validating it againb) address displays and in validation comments is visible what isadjustedc) address displays correctly

16Select the matching address

Address will be displayed in screen and with an AddressPurpose section

17 Click on "Purpose' field to select "install at"from the LOV --> Click 'Apply' button The address screen appears with the newly created address.

18 Close Addresses screen by clicking on"Close Window" in top of screen

Screen disappears and Lease center appears with the ZoomForm screen

19 Close the Zoom form screen and Select theAsset and click on Asset details tab under"Assets" tab Assets details will appear

20 Click at the "Location" field to choose newAddress created from Location LOV Location LOV will appear with all the addresses

21 Select the New Address created earlier andclick on Yellow diskette button given in thetool bar to save the information New Instal led Address wi ll be saved for the Asset

22 Click on 'X' at the top of screen icon to close"Asset Details" screen and Click on "X" toclose Lease center screen

Asset Details screen closes and Lease center screen will closeand Lease center search screen appears.

23 Click on 'Open' button. (Contract numberrefer to data sheet is shown) Contract number ( refer to data sheet) is presented.

24 Click on "Assets" tab and select Assetnumber (Asset number ) Asset screen w ill open and selec ted Asset wi ll li ght up b lue

25Click on 'Asset Details' button

Asset details screen appears and in Location field the changedaddress is presented.

26 Print screen with Actual Results for Audit XX28 Click on "X" in Asset Details screen Asset Details screen closes and Asset tab screen appears.29 Click on "X" in screen. Lease center closes and Lease center sear ch screen appears.30

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Scenario 6- Credit memo request-Create credit memo request. Submit for approval.

ScenarioStep

TestStep Role



Logon: Using ' LeaseCenter Agent' responsibility XX

1 2 Navigate to Lease center search form :Lease Center Agent > Lease Center Search Lease Center Search form will Open

1 3 Type the Contract number in the ContractNumber field (refer to data sheet) XX

4Click on 'Search' button at the bottom

Lease Contract Search result form opens with the contractdetails with the status "Booked"

5 Cli ck 'Open ' but ton a t the bo tt om Leas ing center form opens6 Validate for the Customer Information given

below in Customer block of Lease centerscreen1.Name2.Phone Number3.Address4.E-mail id etc.. XX

7 Navigate to 'Transactions' tab and selectunpaid invoice within transaction detailssection

Transactions details screen appears. Items will be highlightedas selected

8 Click on 'Credit Memos' button provided atthe bottom of the screen Credit Memos form will Open

9 Type Amount in Credit Amount field wh ichis equal or less than the amount invoiced Amount will be shown on screen

10 Click on 'Request Credit Memo' button at thebottom of the Request Credit Memo section "Credit Memo Reason and Comments" form will Open

11 Select the reason from Reason LOV andtype reason details in 'Comments' field andclick 'OK' button

A Note Window with message "The Credit memo Request hasbeen successfully created and Routed to workflow" will appear

12 Click "OK" on Note message window poppedup

Note Message Window and Request Credit Memo screen will beclosed

13 Mouse click 'X' at the top right corner to exitthe contract Window closes and search result screen appears

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Scenario7-Billing address Change-address exists-Update billing address with address that is existing in system

ScenarioStep

TestStep Role



Logon: Using ' LeaseCenter Agent responsibility XX


1 3 Enter the Contract number in the Contractnumber field (refer to data sheet)

4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"5 Click 'Open Button' at the Bottom Lease center form wil l open with Contract details6 Validate following customer information in the

Customer block of Lease center screen(above left side)1.Name2.Phone Number3.Address4.E-mail id etc.. XX

7 Click on "Structure" tab in Lease center Details in the Structure tab will poped up in the screen8 Select "Billing setup" from the contract

structure "Billing setup" details will appear in the "Structure" tab9 Billing Address details will appear in "Bill To

Address" Field under Bil ling setup Block XX

10 View and Validate the Existing BillingAddress details XX

11 Close "Lease Center" Form and "LeaseCenter Search" Form Main Menu screen will display.

12 Navigate to Billing groups > Inquire Billinggroup Billing group inquiry form will open

13 Select and click on "Contract" Field availableunder "search" block in the Billing group form LOVs will appear with all the contracts

14 Select the Contract number < Refer to Datasheet > from the LOVs and click on "OK"button available at the bottom of the form

Contract number selected will appear in the "contract" field of"Billing Inquiry Form"

15Click on "Search" button available in the"Billing Inquiry Form"

All the Records will appear with number, Billing group name,Customer, Private label, Bill-To details in the "Billing GroupInquiry" form

16 select the respective record and Double clickon it Billing group form will open with details

17 select and Click on "Bill to" field availableunder Billing group block L OVs will appear with all the Bill to Addresses

18 Select the Bill to Address value< Refer Datasheet> from the list and click on "OK" button Bill to address value selected will appear in the "Bill to" field

19 Click on 'Yellow Diskette" available at thetool bar to save the work Record gets saved

20 Click on 'X' icon to close the Billing groupform Billing group form will close

21 Click on 'X' icon to close the "Billing groupinquiry" form "Billing group inquiry" form will close

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ScenarioStep

TestStep Role


22 Navigate to DLL/PMC/MCC> Lease CenterAgent responsibility XX

23 Navigate to Lease center search form :Lease Center Agent > Lease center search Lease center search form will Open

24 Enter the Contract number in the Contractnumber field (refer to data sheet) XX

25 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"26 Click 'Open Button' at the Bottom Lease center form wil l open with Contract details28 Click on "Structure" tab in Lease center Details in the Structure tab will poped up in the screen29 Select "Billing setup" from the contract

structure "Billing setup" details will appear in the "Structure" tab

30 View for Changed Billing Address in 'Bill ToAddress' field Billing Address should reflect with change

31 Click on 'X' to close the applications Application wil l close32

Scenario 8-Cash App-Refund request -submit for approval-Create a Reverse receipt application to refund and submit request for approval

ScenarioStep

TestStep Role




1 2 Navigate to Lease center search form :Lease Center Agent > Lease center search Lease center search form will open

1 3 Enter the Contract number in the Contractnumber field (refer to data sheet). XX

4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"5

Click 'Open Button' at the BottomLease center form opens with Contract details and shows softmessage in case the contract is in Delinquent.

6 Validate following Customer Informationgiven in Customer block.1.Name2.Phone Number3.Address4.E-mail id etc.. XX

7 Navigate to Menu Bar > Actions >ZOOM DLL Zoom form is displayed8 Go to 'Form Name" field and Select the list of

values button. The "Form Name" LOV is displayed

9 Select the "Cash Re-Application Form " fromthe list of va lues and Click OK. The Cash Re-Application Form is selected and opened.

10Click "Go"

The "Cash Reapplication Form" opens and Customer Name andContract Number gets displayed by default

11 Click on "Find" It will display all the receipts which are applied

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ScenarioStep

TestStep Role


12 Enable the check box for the receipt whichneeds to be unapplied (refer to data sheet) XX

13 Enter the amount which needs to beunapplied in the f ie ld "amt to unapply" XX

14 Enter your comments in the "Notes" field Note that the comments have to be entered mandatorily15 Save the record by clicking on the yellow

diskette icon on the top XX

16Click on "Refund Money" button

DLL Refund form opens with refund request number and otherdetails. At this point this refund request will be in "Draft" status.

17 Enter refund details in the refund requestform:

1. Enter Description field2. Enter Refund amount field3. Select Vendor Name-Site by clicking theOne person icon4. Select Payment method5 Select Refund template6. Enter Refund comments. Refund request details are entered

18 Click the Save button and note down the"Request number"

A message appears at the bottom of screen: Transactioncomplete: x records applied and saved.

19 Close the DLL refund request form. DLL Re-Application form displays.20

Click on "Submit Request""Request submitted for approval". A workflow notification is sentto the Approver for approval

21 Print Screen for Audit

Scenario9 - Cash App-Reapply to different contract-Reverse receipt application and reapply to another contract for the same customer

ScenarioStep

TestStep Role




1 2 Navigate to Lease center search form :Lease Center Agent > Lease center search Lease center search form will open

1 3 Enter the Contract number in the Contractnumber field (refer to data sheet) XX

4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"5 Click 'Open Button' at the Bottom Lease center form opens with Contract details6 Validate for the Customer Information given

below in Customer block of Lease centerscreen

1.Name2.Phone Number3.Address4.E-mail id etc.. XX

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ScenarioStep

TestStep Role


7 If user is testing for Third party serviceAccounts and User role is not permitting fordoing Reapplication process then user needto create a task and assign that to RPD. elsecontinue your testing from Step-22 onwards XX

8 Click on Tasks Tab Task tab opens9 Click on 'New' button Fields will enable to enter information10 Go to "Type" field and Click on Type field for

LOVs Form will appear with Types LOVs

11 Select Type < Refer to Data sheet> from theLOVs and Cl ick on "OK" but ton Detai ls se lected wi ll appear in Type field.

12 Type a subject in "Subject" field. User is able to enter the subject13 Go to Status field User sees status "Unassigned".14 Click for LOVs Status changed to Assigned15 Go to Owner Type field User will see Owner type "Employee Resource"16 Click for LOVs Form will appear with Owner Type LOVs17 Select Owner type from

the LOVs Value selected will populate.

18 Go to Owner field and Type % and Click forLOVs Form appears with List of Owners name

19 Select Owner < Refer to Data sheet> fromthe list and Click on "OK" button Selected owner name wi ll populate

20 Type Comments in the "Description" boxprovided User is able to enter the description

21 Press yellow diskette icon available onMenu Bar to save the record.

Record gets saved and Appear in the Left hand side of the TaskTab

22 Go to Tool bar at top of Lease center screenand Click on Actions Menu and Click onZOOM Form Custom DLL ZOOM form appears

23 Choose Zoom Form and select Form

Name"Cash Reapplication Form" and clickon 'Go' Button

DLL Cash Reapplication form(Taking Funds off) will open withdetails

24 1.Enter Customer Name in the Customername field.2.Enetr Invoice number in the invoicenumebr field

Click on Find Button Invoice details a ppears in the Invoice appilcation tab

251. Select the invoice by clicking thecheckbox2. Enter the amount to be reversed in'Amount to Unapply' field.3. Enter Notes in the Notes field provided4. Click 'Save' icon5. Click on 'Apply' button provided at thebottom of the screen

Invoice Number =Amount to unapply =Notes = your name

DLL Cash Reapplication - Applying Fund apply form will bedisplayed.

26 1. Click on Contract field in Invoice detailssection and Select different contract

DLL Cash Reapplication Applying Funds Apply screen appearsback

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ScenarioStep

TestStep Role


2. Select invoice from field Apply to Invoice#field (Invoice details section)to which theamount needs to be applied3. Enter Amount in 'Amount to Apply' field4. Click 'OK' button Provided at the bottom ofthe screen

Contract number =Invoice Number =Amount to unapply =

28 Click on 'Submit Request' button provided atthe bottom of the screen

A Note Message 'Request Submitted for Approval ' Will appear.Write request number down.

29 Print screen for Audit XX30

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Scenario 10 - 3rd Party info-View 3rd party information in lease center

ScenarioStep

TestStep Role



Logon: Using 'DLL US Lease Agentresponsibility XX

1 2 Navigate to Lease center search form :Lease Center Agent > Lease center search Lease center search forms opens

1 3 Enter the Contract number in the Contractnumber field (refer to data sheet) XX

4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"5

Click 'Open Button' at the Bottom of screen

Will bring up contract in lease center form. Alert should appearfor indirect billing. Alert Should look like this: 'Third party billing:

Third Party Billing: &TPAGENTDO NOT CONTACT THIS CUSTOMER NOR PERFORMMAINTANANCE ON THIS LEASE !!!!Any issues regarding this account should be referred to theLease Manager!!!'

6 Click "OK' button in the pop-up message XX7 Review Parties: Navigate to Parties Tab and

Select party role " Label Holder" and thenReview for party information

3rd party listed on left side of panel. Contact details on the rightpanel

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Scenario11- Cancel Insurance-need more info-Insurance cancelation-rejected - send notification to lessee-update notes-close task

ScenarioStep

TestStep Role




1 21 3

45

678

910

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2122

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Scenario12- Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interaction created

ScenarioStep

TestStep Role




1 21 3

45

678

910

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Scenario13- Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interaction created

ScenarioStep

TestStep Role



Log in to DLL US Wayne Lease CenterAgent responsibility and then click onUniversal Work Queue function available inthe Menu Universal Work Queue screen opens

1 2 Click '+' in front of "Tasks' --> select workType "My Assigned" Actual work tasks will appear

1 3 Double click on assigned task which is of'Type' = Delete Insurance Lease Center screen will open with the contract details which isrelated to the task4 Select "Tasks Tab" to review task details Task details will display5 Navigate to "Insurance" tab click on

Insurance and select 'Policies' from thedropdown box

Policy details line will appear in left hand side under "Insurancetab".

6 Select the Policy and click on "Gather Thirdparty details" XX

7 Click on 'Gather Third Party Insurance'button 'Gather Third party policy' screen appears

8 Enter 'Policy number', 'Covered amount','Proof Provided Date', 'Effective from','Effective to', 'Insurance company' from LOV,'Address' from LOV -->

Proof provided date = today dateInsurance company= Compwest Ins CoAddress = 1111 Old Eagle School Road Details entered.

9 Click on Yellow Diskette to save the detailsentered

Note will appear saying Record has been created. Insurancecancelled automatically with receipt of 3rd party insurance

10 Click on 'OK' button Note will disappear 11 Click on "Close" button to close the "Gather

Third party details form" Form will close

12 New Record will get created with Policydetails line will appear in left hand side under"Insurance tab". XX

13 Navigate to "Tasks" tab --> Select 'DeleteInsurance" task working on --> Click 'Details'button Task details screen appears

14 Click "Notes" but ton at the bot tom Notes Form wil l appear 15 En ter Note s in the Notes block Note s entered will appear 16 Click on Yellow Diskette to save the details

entered Notes are displayed in 'Notes' section in left hand side panel

17 Close the Notes form Notes form will close18 Close Task detai ls fo rm Form w il l cl ose and Tasks Tab i n t he lease cen te r wi ll appear 19 select and click on Task "Status" f ield List of values wil l appear20 Select the Status "Closed" from the list and

Click on "OK" button XX

21 Click on "Yellow diskette" to save the work Task details record for the particular task will disappears fromthe left hand side panel.22 Print screen with audit XX32

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Scenario 14- Capture Claim-asset ok-bill items-CPC_replacement-Receive claim request on asset. Billing is put on hold and replacement for CPC asset is assoicated.

ScenarioStep

TestStep Role




1 21 3

45

6

78

910

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

28

29

30

31

32

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Scenario15 - Create Transfer & Assumption request-Create Transfer & Assumption request and submit for credit approval

ScenarioStep

TestStep Role



Logon: Using 'DLL/PMC/MCC Lease CenterAgent' responsibility XX

1 2 Navigate to Lease center search Lease Center Search form wi ll Open1 3 Type the Contract number in the Contract

number field (refer to data sheet) XX4Click on 'Search' button at the bottom

Lease Contract Search result form opens with the contractdetails with the status "Booked"

5 Click 'Open' but ton at the Bot tom Leasing Center form opens6 Navigate to "Request"Tab "Request" tab details will appear 7 Select "Transfers and Assumption" from

'Type' drop down list and Click on "New"button at the bottom of the screen Transfer and Assumption Request details form will open

8 1) Type Transfer and Assumption details inthe Transfers and assumption form like'Type of Transfer' = 'Complete' > 'TransferEffective Date' = " - - "2) Type appropriate comments in'Comments ' f ie ld , (Refer to Data Sheet) XX

9 New Contract Information:Type appropriate information in fields:'Lessee','Contract Number','Customer Account',

'Bill To','Bank Account','Invoice Format','Payment Method','Credit Line Number'field(Refer to Data Sheet) XX

10 Transfer Assets to New Contract: Click the(+) sign next to the word "Asset" in "Assetson Original Contract" section in left hand sidepanel All assets now appears in "Assets on Original Contract" section

11 Create Transfer and Assumption Request:Click on "Create Request" button

A Note Message 'The Transfer and Assumption request hasbeen successfully created' will appear

12 Click 'OK' on Note Message WindowPopped up

Request number is autogenerated and appears in 'RequestNumber' field

13Click on 'Accept Request' button.

Message appears " Transfer and Assumption request has beenrouted to the workflow"

14 Print screen results for audit

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Scenario16 - Create Equip Swap request-Create a equipment exchange request. Submit for approval

ScenarioStep

TestStep Role





1 3 Enter the Contract number in the Contractnumber field XX

4 Click on 'Search button' at the bottom Contract number appears with status "booked"5 Click 'Open Button' at the Bottom Lease center form wil l open with Contract details6 Navigate to Request Tab and Select

'Equipment Exchanges' from 'Type'Dropdown list and then click on 'New" buttonavailable at the bottom of the screen

The "Equipment Exchange Request for Contract' form willappear

7 Enter 'Duration' as Permanent and 'Type'field = 'Like To Like and Enter 'EffectiveExchange Date'(1 September 2006) XX

8 Select Current Asset Information: Under'Current Asset' section -> Select 'AssetNumber' (Refer to data Sheet for AssetNumber which should have Meter readingentered for it)and 'Serial Number' (SERIALNumber)

In 'Current Asset' section other asset information fields areautomatically populated. In 'Replacement Asset' section 'AssetNumber', 'Asset Description' and 'Unit Cost' fields are populated.

9 Enter in "Replacement Asset" section: Enter'Serial Number' ,Enter 'Year', 'Model',

'Manufacturer'. Select 'Vendor' (DATA) fromthe LOV Fields are entered and pop up

10Click 'Create Request' button provided at thebottom of the screen

A Note Message 'The request for this equipment exchange hasbeen created and routed to workflow' will appear and a requestnumber will be populated. Write this number down.

11 Navigate to Task tab --> Click New button Task fields will light up12 Enter Task Type - Task name - Priority -

Owner "Group Resource" - Group Name " " XX

13 Enter mandatory additional fields XX14

Click "Save" icon

At the bottom of screen message 'Records applied and saved'appears and in left hand side Panel Task appears and ishighlighted in blue

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Scenario 17- New address / Update E-mail-Phone-Add new address and 'Update contact info on customer/lease

ScenarioStep

TestStep Role



Log in to "DLL Collections LeasingCollections Manager" and then click onLease Center Search "Lease Center Search" form opens

1 2 Type Contract Number in the "ContractNumber" field and click on "Search" button(Refer to Data Sheet) Contract Number will display

1 3 Click on the "Open" button Leasing Center form will open4 Click on "Actions" from the Menu bar and

select "ZOOM" Zoom form will open

5 click on the "Form Name" LOV and select"Customers Online" and click on "OK" "Customers Online" is displayed in the "Form name" field

6 Click on "GO" An overview of the customer's existing addresses opens7 Click on the "Create" button Validate Address page will open8 Type "Address1" and other details like

" Ci ty "," State", "Pos ta l Code" Tex t i s di sp layed i n the r especti ve fi elds

9 Click on "Validate Address" f ield Matching addresses wil l be displayed and can be selected.10 Select the matching address or Click

"Override" button Create address Page will open

11 In the "Purpose" drop down list selectPurpose as "Bill To" and Click on "Apply" "Vertex Sales Tax Area ID selection" page will appear

12 Select the "Vertex Sales Tax Area ID " byclicking on the Radio Button and click on"Select" (Refer to Data Sheet) Purpose is disp layed in the "Update Address" page

13 Cli ck on "Add ano the r r ow" bu tt on A new row i s popu la ted

14 In the "Purpose" drop down list selectPurpose as "Ship to" and Click on "Apply" Customers "Addresses" page will appear15 Click on the Pen icon under "Update address

purpose" "Update Address" page will open

16 Cli ck on "Add ano the r r ow" bu tt on A new row i s popu la ted17 In the "Purpose" drop down list select

Purpose as "Install at" and Click on "Apply" "Vertex Sales Tax Area ID selection" page will appear

18 Select the "Vertex Sales Tax Area ID " byclicking on the Radio Button and click on"Select" (Refer to Data Sheet) Purpose is disp layed in the "Update Address" page

19 Click on "Apply" button Customers "Addresses" page will appear 20 Click on the "Contact Points" hyperlink (left

hand side panel) Contact Points Page will display

21 Click 'Go' button under Phone Numberssection (check if Create: LOV is set toTelephone) Create Phone Number page is displayed

22 Select "Country Code" from the drop downlist, type "Area Code", type "Number" Select"Status" from the drop down list and Checkthe "Primary" Checkbox Entered values are displayed

23Click on "Apply" button

All the entered details are applied and Contact Points Page willappear

24 Click "Create' button under Email Addresses Create Email Address page is displayed

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ScenarioStep

TestStep Role


section

25 Enter "Purpose", "Format", "Email","Status"and Check the "Pr imary" Checkbox Entered values are disp layed

26Click on "Apply" button

All the entered details are applied and Contact Points Page willappear

28 Click on the "Close window" link at the topright corner of the page The Customers Online page closes

29 Click in the "X" at the right top corner of theactive form to close the form Zoom form is closed

30 Navigate to Overview tab and click on it Contract details wil display31 Cli ck on 'Qu ick No te ' Butt on F ree Tex t fi el d w il l be enabled to enter notes

32 Type the Note Details entered will appear Click on 'Save Note' Button Note will be saved

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Open and Closed Issues For This Deliverable

Open Issues

ID Issue Resolution Responsibility TargetDate

ImpactDate

Closed Issues

ID Issue Resolution Responsibility TargetDate

ImpactDate

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Appendix

Unit test Results

Seq. Action/Test Type Expected Results Actual Result Failure Resolution

Defect Log

Defect IDNumber

Test StepReference

Module Name Defect Description Resolution Re-Test By Re-Test Date Status(open,

closed, inprocess)

06/29/200957341439.doc


Documents

R2 Upgrade Unit Testing_INQ