System

Test templates

Requirement modules Processes Test templates Action items Cutover items Meeting notes Key milestones Test issues Issue statuses

Name	Process	140	Scenario	Area	UAT iteration
1380	Record to Report	R2R05.10	Validate Reversing Journal Entry	Create a Journal Entry with reversal	1
1379	Record to Report	R2R05.9	Approve Journal Entry	Create a Journal Entry with reversal	1
1378	Record to Report	R2R05.8	Use the account created in R2R01 on a Journal Entry Reversal transaction.	Create a Journal Entry with reversal	1
1377	Record to Report	R2R05.7	1. From the home dashboard, locate your "Reminders Portlet". Select the reminder for "Journal Entries to Approve." 2. Locate the Journal Entry created in Step 2 above. Select the date to view the transaction. 3. Review the transaction. Once Review, click the "Approve" button.	Create a recurring "Memorized" Journal Entry	1
1376	Record to Report	R2R05.6	1. On the Home > Dashboard, add the "Memorized Transactions Due" reminder to the Reminder portlet. 2. Once Added, click on the "Memorized Transactions Due" reminder. 3. In the "Enter Memorized Transactions" page, click Enter on the transaction created in Step 1. 4. Review the details and click "Save"	Create a recurring "Memorized" Journal Entry	1
1375	Record to Report	R2R05.5	1. Navigate to Financial > Other > Make Journal Entry 2. Ensure all mandatory header fields are populated. These include, but are not limited to: Date, Posting period, Subsidiary and Currency. 3. On the accounts sublist: a. Create a debit to the Expense account created in R2R01 for 200 dollars. b. In the department Field, Select the new department created in use case R2R03. c. Enter a Memo for - "UAT Memorized JE Test FT10" d. Create a $200 credit to balance the transaction. use any account you desire. 4. Hover you mouse over the Actions menu and select "Memorize" a. Select "Remind Me" preference b. Enter Frequency of Daily c. Enter tomorrow's date as the Next Date d. Select Number Remaining and enter 1 for one memorized occurance. 5. Click "Save".	Create a recurring "Memorized" Journal Entry	1
1374	Record to Report	R2R05.4	Create Advanced Intercompany Journal Entry	Make Intercompany Advanced Journal Entry	1
1373	Record to Report	R2R05.3	Create Intercompany Journal Entry	Make Intercompany Journal Entry	1
1372	Record to Report	R2R05.2	Approve Journal Entry	Create a Journal Entry	1
1371	Record to Report	R2R05.1	Use the account created in R2R01 on a standard Journal Entry transaction.	Create a Journal Entry	1
1370	Record to Report	R2R04.0	Accounting Periods	Validate Accounting Periods	1
1369	Record to Report	R2R03.3	Use department/sub-department on a standard transaction	Create new Classification	1
1368	Record to Report	R2R03.2	Add new Department (Class/Location)	Create new Classification	1
1367	Record to Report	R2R03.1	Classifications	Verify Classification configuration	1
1366	Record to Report	R2R02.5	Create New Intercompany Expense Account	Create new expense account for intercompany purchases	1
1365	Record to Report	R2R02.4	Create New Intercompany Income Account	Create new income account for intercompany sales	1
1364	Record to Report	R2R02.3	Review Intercompany Accounts	Review Intercompany Accounts	1
1363	Record to Report	R2R02.2	Review Intercompany Accounts Payable	Review Intercompany Accounts	1
1362	Record to Report	R2R02.1	Review Intercompany Accounts Receivable	Review Intercompany Accounts	1
1361	Record to Report	R2R01.2	Use the account created in Step 2 on a standard Journal Entry transaction.	Use New Account on transaction	1
1360	Record to Report	R2R01.1	Create New Account	Use New Account on transaction	1
1359	Record to Report	R2R01.0	Review Chart of Accounts	Review Chart of Accounts	1
1358	Design to Build	D2B04.2	Create new Service Item for Purchase	Create new Service Item for Purchase	1
1357	Design to Build	D2B04.1	Create new Service Item for Sale	Create new Service Item for Sale	1
1356	Design to Build	D2B03.2	Add Contract Renewal information to existing item	Add Contract Renewal information to existing item	1
1355	Design to Build	D2B03.1	Create new Renewable Non-Inventory Item for Sale	Create new Renewable Non-Inventory Item for Sale	1
1354	Design to Build	D2B02.0	Create new Non-Inventory Item for ReSale	Create new Non-Inventory Item for cross subsidiary purchase/sale	1
1353	Design to Build	D2B01.2	Create new Non-Inventory Item for Purchase	Create new Non-Inventory Item for Purchase	1
1352	Design to Build	D2B01.1	Create new Non-Inventory Item for Sale	Create new Non-Inventory Item for Sale	1
1351	Design to Build	D2B19.0	Check reports	Verify Reports	1
1350	Design to Build	D2B15.2	Create Item Pricing on Customer Record	Item Pricing	1
1349	Design to Build	D2B15.1	Create Price Level for Item Pricing	Item Pricing	1
1348	Design to Build	D2B14.4	Apply Price Group Pricing on Customer Record	Price Group	1
1347	Design to Build	D2B14.3	Associate Item with Pricing Group	Price Group	1
1346	Design to Build	D2B14.2	Create Price Level for Group	Price Group	1
1345	Design to Build	D2B14.1	Create Price Group	Price Group	1
1344	Design to Build	D2B13.2	Apply Price Level to Customer	Price Level	1
1343	Design to Build	D2B13.1	Create Price Level	Price Level	1
1342	Design to Build	D2B12.0	Enter Inventory Transfer	Inventory Transfer	1
1341	Design to Build	D2B11.4	Receive Transfer Order	Transfer Inventory - Transfer Order w/ Partial Receipt	1
1340	Design to Build	D2B11.3	Partially Receive Transfer Order	Transfer Inventory - Transfer Order w/ Partial Receipt	1
1339	Design to Build	D2B11.2	Fulfill Transfer Order	Transfer Inventory - Transfer Order w/ Partial Receipt	1
1338	Design to Build	D2B11.1	Enter Transfer Order	Transfer Inventory - Transfer Order w/ Partial Receipt	1
1337	Design to Build	D2B10.3	Receive Transfer Order	Transfer Inventory - Transfer Order	1
1336	Design to Build	D2B10.2	Fulfill Transfer Order	Transfer Inventory - Transfer Order	1
1335	Design to Build	D2B10.1	Enter Transfer Order	Transfer Inventory - Transfer Order	1
1334	Design to Build	D2B09.0	Adjust Inventory Worksheet	Create Inventory Adjustment Worksheet	1
1333	Design to Build	D2B08.0	Adjust Inventory	Create Inventory Adjustment	1
1332	Design to Build	D2B06.0	Create Kit Item	Create Kit Item	1
1331	Design to Build	D2B05.0	Create Item Group	Create Item Group	1