Functional Tests

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Revision as of 15:52, 20 March 2007 by Vpj-cd (Talk) (Info and Reporting)

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Hi Adempiere People:

As you know we are committed with the most powerful ERP, among some other important issues, this implies to get a product free of bugs in order to our customers can run easily their business.

We are inviting you to participate in a complete Quality Control Cycle of Adempiere, Ver. 3.2; to share your knowledge around the bugs you have detected, and the corrections you have done.


We made QA before and now e-Evolution continuous with the commitment quality assurance process for ADempiere. We whish to contribute with this #ABC Testing

Victor Perez

CEO

e-Evolution


The topics you can work are:

Preparing your Test Environment

Implementation and Basic Settings

1.Set up new client and organization

  • Log into Adempiere with User SuperUser, Role System Administrator
  • Select Initial client Setup from the menu
  • Load Accounting schema element
  • Log off the system and log on with new Client parameters
  • Review Setup
  • Load the Summary levels for the chart of accounts
  • Open Import File Loader (System Admin > General Rules > Data Import
  • Once accounts have loader open the Import Account
  • Open the Account Element screen to view the tree and make any desired modifiations.


2.Commands and buttons

  • Windows Toolbar
Command	        Fkey	  Shortcut
Undo Changes	        Esc	  Alt-U
Help	                F1	  Alt-H
New	                F2	  Alt-N
Copy	                Shift-F2	
Delete	                F3	  Alt-D
Delete Select Items	Ctrl-D
Save	                F4	  Alt-S
ReQuery	        F5	  Alt-Q
Lookup record	        F6	  Alt-L
Attachment	        F7	
Grid Toggle	        F8	  Alt-O
History Records	F9	  Alt-Y
Menu	                F10	  Alt-M
Parent Record		Alt-Left  Arrow
Detail Record		Alt-Right Arrow
First Record		Alt-PgUp
Previous Record	Alt-Up
Next Record		Alt-Down
Last Record		Alt-PgDown
Report	                F11	Alt-R
Archive		Alt-A
Print	                F12	Alt-P
Zoom Across		Alt-Z
Workflow		Alt-W
Check Request		Alt-C
Product Info		Alt-I
End Window		Alt-X
  • Menu Bar
Menu Bar           Shortcut
File		    Alt-F
Print Screen	    PrintScreen
Screen Shot	    Shift-PrintScreen
Report	            F11
Print	            F12
End Window	    Alt-X
Exit application   Shift-Alt-X
Log out	    Shift-Alt-L
Edit		
New Record	    F2
Save Changes	    F4
Copy Record	    Shift-F2
Delete Record	    F3
Ignore Changes	    Esc
Refresh	    F5
Lookup Record	    F6
View		    Alt-V
Product info	    Alt-I
Business Partner Info	Shift-Alt-I
Account Info	    Ctrl-Alt-I
Attachment	    F7
History Record	    F9
Grid Toggle	    F8
Go		    Alt-G
First Record	    Alt-PgUp
Previous Record    Alt-Up
Next Record	    Alt-Down
Last Record	    Alt-PgDown
Parent Record	    Alt-Left Arrow
Detail Record	    Alt-Right Arrow
Menu	            F10
Tools		    Alt-T
Script	            Alt-PgDown
Help		    Alt-H
  • Dialog Buttons
Command	Shortcut
Ok-Accept	Alt-O
Cancel-Deny	Alt-C     Esc
Refresh	F5
History	F9
Zoom	        Alt-Z
Print	        Alt-P
Help	        Alt-H,  F1


Business Partners

1.Create news Business partners Group (Customer, Vendor, Employer)

  • In the Customer Group add a % in the Credit watch %
  • In the Vendor Group add a value in the Price Match Tolerance

2.Create Payment Terms

  • Use the fields Net Days, Discount Days, Discount %
  • Make a payment Term using schedule

3.Create Business partners (Customer, Vendor, Employer)

  • Add the Business Partners Group and each business partner
  • In the Customer Business Partner enter a credit limit
  • In the next tab add the information
  • Location
  • Create a location for the Ship address, pay-from Address, Invoice address, Remite-to address.
  • Contact
  • Interest Area

Taxes

1.Create Tax Category (Performance Analysis >Accounts Rules)

  • Add a name of Tax Category

2.Create Tax Rate (Performance Analysis >Accounts Rules)

  • In the new Tax Rate indicate the Tax Category
  • create different tax rate
  • Use Summary level

Products

Products

1.Create a Different Warehouse & locator (Material Management >Material Management Rules)

  • In one Warehouse indicate a Source Warehouse
  • In the Replenish tab configure some products
  • Replenish type
 *Maximum level
 *Minimum level
  • Source warehouse

2.Create Product Category

  • Add a material policy

3.Create Product Attribute

  • Create a Lot control
  • Create an Attribute Set
  • Indicate that use lot
  • Select the lot Control
  • Select Mandatory Type

4.Create a Product

  • Select the Product Category
  • Select the Tax Category
  • Select the Attribute Set Instance
  • Add the all other fields as desired
*In the purchase tab select some business partners
*Enter a list price and PO Price.

Pricing

1. Create a Price List Schema (Material Management > Material Management Rules

  • Enter the name of Price List Schema
  • In the schema line add without register
  • Test in more Price List Schema using the fields amounts

2. Create a Price List (Material Management > Material Management Rules

  • Create a price list of Purchasing and Sales using the different prices list schema.

Purchasing (Requisition to invoice)

1.RfQ Topics

  • Add at least 2 vendors in the Subscriber Tab “Make sure that the Business partner has email in the tab contact ”
  • In another tests indicate some products in the Restriction tab
  • Test more Price List Schema's using the amount fields

2.RfQ

  • Create a new record and select the RfQ Topic created
  • In the Line Tab add the products that you want to be quoted
  • In the Quantity Line add the quantity
    • When you use the button Rank responses verify the vendor selected is the wright one.

Note: Is important to test different configuration using the check box and for this exercise you have to run the application server RUN_Server2.

3.RfQ Response

  • Verified that the dates are correct and use the Check button completed

4.Requisition

  • Create a new requisition
    • Add the warehouse were you want to control the product
    • Add some products
    • Complete the transaction

5.Create PO from Requisition

  • Create a new requisition
    • Try some parameters to be sure sure that all run fine.

6.Purchase Order

  • Create some purchase orders
    • Test with products that have attribute set instance
    • Use different payment terms
    • Verify that the product take the correct tax rate.
    • Verify different doc status
      • Prepare
      • Complete
      • Close
      • Re-Active
      • Void

7.Material Receipt

  • Create some Material receipts
    • Use document type MM Receipt and MM Receipt with confirmation
    • Use the button create from and try the 2 options: create from Purchase order and create from invoice
    • When you try Create From Order, test the button Create Invoice from Receipts
    • When you complete the transaction, verify in the product info the quantity order decrease.
    • Verify the different doc status
      • Prepare
      • Complete
      • Close
      • Re-Active
      • Void
  • Create some receipts without using the button create from, use the process “Match PO-Receipt-Invoice”

8.Ship / Receipt Confirmation

  • Confirm the the receipts that you make using the document type MM Receipts with Confirmation.
  • In the Line tab test the field:
    • Confirmed Quantity
    • Scrapped Quantity
  • Use the button create package

9.Invoice vendor

  • Create some Invoices
  • Use document type AP Invoice and Credit Memo
  • Use the button create from, test the 2 options create from Purchase order and create from Receipt
  • When use create from order test the button Create Receipt from Invoice
  • When you complete the transaction verify the order to be sure the quantity invoice has changed.
  • Verify the different doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void
  • When you use the document type MM Receipt with Confirmation and Receipts be sure that the invoice have selected the checkbox in dispute

Material Management

1.Create Physical Inventory

  • Use the button “Create Inventory Count List” test generate a different count list using the parameters in each one
  • Test making inventory list of a products that have attribute set instance
  • Change the quantity counted
  • Complete the document
  • In one Transaction test using the button “Update Quantity”
  • Verify the deferents doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

2.Create Inventory Inventory Move

  • Create deferents inventory movement using the document type “Material Movement, Material Movement with Confirmation
  • Use Locator of different warehouses
  • Test with product with attribute set instance
  • Make inventory movements between organizations
  • Verify the deferents doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

3.Move Confirmation

  • Confirm the movement that you make using document type Material Movement with Confirmation.
  • In the tab Line test the field:
  • Confirmed Quantity
  • Scrapped Quantity

4.Internal Use Inventory

  • Make some Internal use inventory using product with attribute set instance
  • Verified if the quantity product decrees

5.Demand

  • Create a plan of demand and add products

Sales (Quote to Invoice)

1.Configuration Sales And Marketing

  • Create a Sales Regions
    • In the Windows Business partner Tab Location indicate the region sales
  • Configuration the commission
    • Add Some Sales Represent
  • When you have some sales use the button create commission

2.Sales Order

  • Create some sales orders
    • Test the different Documents Type
      • Proposal
      • Quotation
      • POS Order
      • On Credit Order
      • Prepay Order
      • Warehouse Order
      • Standard Order
  • Use products with attribute set instance
  • When use the Standard Order test the Invoice Rule and Delivery Rule
  • Verify that the product take the correct tax rate.
  • Verify the deferents doc status
    • Prepare
    • Complete
    • Close
    • Re-Active
    • Void
  • Verify the Shipments and Invoices that will be create when use some documents types

3.Quote Convert

  • When use in the Sales Order the Document Type “Proposal, Quotation” use this process and verified that the document will convert correctly.

4.Shipment

  • When use in the Sales Order the Document Type “Standard Order” test the deferents form to create the shipment
    • Generate Shipment (Manual)
    • Generate Shipment
    • Shipment (Costumer)
      • Test the document type MM Shipment whit Confirmation
  • Verify the deferents doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

6.Ship / Receipt Confirmation

  • Confirm the shipment that you make using document type MM Shipment with confirmation.
  • In the tab Line test the field:
    • Confirmed Quantity
    • Scrapped Quantity

7. Sales Invoice

  • When use in the Sales Order the Document Type “Standard Order” test the deferents form to create the Invoice
    • Generate Invoice (Manual)
    • Generate Invoice
    • Invoice(Costumer)
      • Test the document type MM Shipment whit Confirmation
  • Verify the deferents doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void
      • Test Void paid Invoice
        • when the payment is done in cash Journal and when it is in done with bank account
  • There are some reports test each whit different parameters.

Payments, Receipts and Open Items

Open Items

1.Cash Journal

  • Create new lines in the cash using the cash type:
    • Charge
    • Difference
    • General Expenses
    • General Receipts
    • Bank Account Transfer
    • Invoice
  • Test adding an invoice more than once
  • Verify the different doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

2.Payment

  • Create Payments whit document type:
    • AR Receipt
    • AP Payment
  • Make payment using the Invoice field and without it
  • Maye payment using the Order field and without it
  • Test the amounts in the fields
    • Discount Amount
    • Write off amount
    • Over/Under payment
  • Verify the different doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void
  • In the window Business Partner, field Open Balance verify that the amount change correctly when you change the status to complete, void and reverse-Correction in the payment.

3.Payment Allocation

  • With the payments that do not was allocated in the payment make test creating here the allocation
    • Test allocation one payment to more that once invoice
    • Test allocation one invoice to more that once payment
  • Verify the different doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

4.Payment Selection

  • Create a different payment to invoices
    • Let some invoices whit the open item
    • Create a payment more payment to this invoice and verified if the amount that the system shows is the open amount or is the total.
  • Verify the different doc status
    • Complete
    • Close
    • Reverse-Correct
    • Void

5.Payment Print/ Export

  • Verify if the system generate the payment and test print the documents that the system generate.

6.Payment Print/ Export

  • Verify if the system generate the payment and test print the documents that the system generate.

7.Payment Batch

  • When you defined Payment Processor test if the system generate the payments in bath.

8.Bank Statement

  • Create a different bank statement in the same time verified the begin balance.
    • Test complete the last and the complete the the fist document that you make
    • Goto the Bank and in the tab account verified if the amount in the current balance
  • Test use the button Match Bank Statement

Performance Analysis

1.Accounting Rules

  • Calendar Year and Period
    • Open new period close the period actual and create the transactions with the period closed verified if the transaction complete
    • Test cancel some transaction that you make in the period closed
  • Accounting Schema
  • Configuration the costing method
    • Average Invoice
    • Average PO
    • Fifo
    • Lifo
    • Last invoice
    • Last PO Price
    • Standard Costing
  • Test the different costing level
    • Bach/Lot
    • Client
    • Organization
  • Elements
  • General Ledger Parameters
    • Test all the parameter of this process
  • Posting
    • Test all the parameter of this process
  • Gl Journal
    • Create GL Journal batch
      • Verify the different doc status
        • Complete
        • Close
        • Reverse-Correct
        • Void
  • Create a Financial Reports

Costing

1.Cost Type

  • Test create a deferents Cost Type
  • Test cancel some transaction that you make in the period closed

2.Cost Element

  • Test whit different Cost Elements using the Cost Element Type
    • Burden (M.Overhead)
    • Material
    • Overhead
    • Resource
    • Outside Processing
  • Indicate the costing method
    • Average Invoice
    • Average PO
    • Fifo
    • Lifo
    • Last invoice
    • Last PO Price
    • Standard Costing

Note: You have to set up and shut down the Application Server when you make this test

3.Landed Cost

  • Create mm Receipts and new invoices from add the landed cost verified that the landed cost enter in the product is correctly

Info and Reporting

1.Reports

  • Test all the report that are in the menu is important that in each report try to use the deferents parameters in order to now if the report runs correctly.

2.Customizing Reports

  • Print Format

3.Customizing Forms

  • Customize Invoice, Upurchase/Sales Order
  • Print Form
  • Print Format

3.Info

  • Test all query's that are in the main menu
    • Order Info
    • Invoice Info
    • Shipment Info
    • Payment Info
    • Cash Journal Info
    • Resource Info
    • Asset Info

The Multi’s

  • in process

Requests

  • in process

Projects

  • in process

Service

  • in process

Utilities

  • in process

Security

  • in process

Performance

  • in process

Manufacturing

  • in process

Send e-mail to & any other issues

  • Choose tools in menu bar
  • Preference
  • Go to Error Tab
  • Clik in Send Email copy and send your log test to mail list

if you have a confirm bug please set here [[2]]

if you have some recommendation or suggestion to improve ADempiere please set here [[3]]


Thank You Very Much For Your Participation

If you wish to offer a product that can be a solution for your customers and not to be part of another problem focus on the issues you are most interested in testing, and register your name below and state which part/feature you are interested in.