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
1029	Order to Cash_Return to Credit	R2C02.4	Receive Items	Customer Return - Replace	1
1028	Order to Cash_Return to Credit	R2C02.3	Approve Return	Customer Return - Replace	1
1027	Order to Cash_Return to Credit	R2C02.2	Create Return	Customer Return - Replace	1
1026	Order to Cash_Return to Credit	R2C02.1	Create Case	Customer Return - Replace	1
1025	Order to Cash_Return to Credit	R2C01.6	Refund Customer	Customer Return - Credit	1
1024	Order to Cash_Return to Credit	R2C01.5	Credit Return	Customer Return - Credit	1
1023	Order to Cash_Return to Credit	R2C01.4	Receive Items	Customer Return - Credit	1
1022	Order to Cash_Return to Credit	R2C01.3	Approve Return	Customer Return - Credit	1
1021	Order to Cash_Return to Credit	R2C01.2	Create Return	Customer Return - Credit	1
1020	Order to Cash_Return to Credit	R2C01.1	Create Case	Customer Return - Credit	1
1019	Order to Cash_Return to Credit	O2C01.8	Process Payment	Create Sales Order, Fulfill, Invoice	1
1018	Order to Cash_Return to Credit	O2C01.7	Invoice Order	Create Sales Order, Fulfill, Invoice	1
1017	Order to Cash_Return to Credit	O2C01.6	Ship Items	Create Sales Order, Fulfill, Invoice	1
1016	Order to Cash_Return to Credit	O2C01.5	Pack Items	Create Sales Order, Fulfill, Invoice	1
1015	Order to Cash_Return to Credit	O2C01.4	Pick Items	Create Sales Order, Fulfill, Invoice	1
1014	Order to Cash_Return to Credit	O2C01.3	Convert Quote	Create Sales Order, Fulfill, Invoice	1
1013	Order to Cash_Return to Credit	O2C01.2	Update Quote	Create Sales Order, Fulfill, Invoice	1
1012	Order to Cash_Return to Credit	O2C01.1	Validate Taxes are setup	Create Sales Order, Fulfill, Invoice	1
1011	Lead to Quote	L2Q05.2	Forecast by Sales Rep	Analyze Performance	1
1010	Lead to Quote	L2Q05.1	Forecast vs Quota	Analyze Performance	1
1009	Lead to Quote	L2Q04	Manage Forecast	Manage Forecasts	1
1008	Lead to Quote	L2Q03.2	Validate Forecast vs. Quota	Establish Quota	1
1007	Lead to Quote	L2Q03.1	Create Quota	Establish Quota	1
1006	Lead to Quote	L2Q02.0	Enter Contact Us information	Create Online Lead	1
1005	Lead to Quote	L2Q01.4	Create and Manage Quote	Create and Manage Lead, Opportunity, Quote	1
1004	Lead to Quote	L2Q01.3	Create Opportunity	Create and Manage Lead, Opportunity, Quote	1
1003	Lead to Quote	L2Q01.2	Manage Lead	Create and Manage Lead, Opportunity, Quote	1
1002	Lead to Quote	L2Q01.1	Create Lead	Create and Manage Lead, Opportunity, Quote	1
1001	Record to Report	R2R10.5	Generate Vendor Bill	Create Matching Intercompany Sales and Purchase Orders	1
1000	Record to Report	R2R10.4	Generate Invoice	Create Matching Intercompany Sales and Purchase Orders	1
999	Record to Report	R2R10.3	Create Sales Order	Create Matching Intercompany Sales and Purchase Orders	1
998	Record to Report	R2R10.2	Approve Purchase Order	Create Matching Intercompany Sales and Purchase Orders	1
997	Record to Report	R2R10.1	Enter Purchase Order	Create Matching Intercompany Sales and Purchase Orders	1
996	Record to Report	R2R09.2	Create New Amortization Template / Schedule	Create New Amortization Template	1
995	Record to Report	R2R09.1	Review Configured Templates/Schedule	Review configured Amortization Templates; Manually set up new Amortization Template	1
994	Record to Report	R2R08.5	Create Allocation JE	Set up Dynamic and Fixed Allocation Schedules based on Statistical Account and create Allocation JE.	1
993	Record to Report	R2R08.4	Set up Fixed Allocation Schedule	Set up Dynamic and Fixed Allocation Schedules based on Statistical Account and create Allocation JE.	1
992	Record to Report	R2R08.3	Set up Dynamic Allocation Schedule.	Set up Dynamic and Fixed Allocation Schedules based on Statistical Account and create Allocation JE.	1
991	Record to Report	R2R08.2	Create Statistical Journal Entry.	Create Statistical Journal Entry	1
990	Record to Report	R2R08.1	Verify statistical accounts.	Verify that statistical accounts are correct.	1
989	Record to Report	R2R07.4	Reconcile Credit Card Statement	Upload and Reconcile Credit Card Statements	1
988	Record to Report	R2R07.3	Import Online Banking Data	Upload and Reconcile Credit Card Statements	1
987	Record to Report	R2R07.2	Reconcile Bank Statement	Upload and Reconcile Bank Statements	1
986	Record to Report	R2R07.1	Import Online Banking Data	Upload and Reconcile Bank Statements	1
985	Record to Report	R2R06.2	Import Budget via CSV	Import Budget	1
984	Record to Report	R2R06.1	Create Budget Manually	Setup a Budget Manually	1
983	Record to Report	R2R05.3	Create Intercompany Journal Entry	Create Intercompany Journal Entry [If Applicable]	1
982	Record to Report	R2R05.2	Approve Journal Entry	Create & Approve Journal Entries	1
981	Record to Report	R2R05.1	Enter Journal Entry	Create & Approve Journal Entries	1
980	Record to Report	R2R04.2	Manually Update Exchange Rates	Manually update exchange rates	1