System

Test templates

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

Name	Process	Scenario	Area	UAT iteration
157	Call to Resolution	Close the case and update communication/resolution information	Case Management	1
156	Call to Resolution	Update the status of the case	Case Management	1
155	Call to Resolution	Ensure support rep received appropriate notifications on the newly created case	Case Management	1
154	Call to Resolution	Ensure the case was assigned to the appropriate support rep based on assignment rules	Case Management	1
153	Call to Resolution	Create a new case. Note: Be sure to create a case through all of the avenues implemented (manually, customer center, online case form, email case capture, etc.)	Case Management	1
152	Project to Cash	Execute reports applicable to the 'Project to Cash' process and verify output; Ensure reports are published to appropriate users	Reporting	1
151	Project to Cash	Create a project task and assign it to a project	Manage Projects	1
150	Project to Cash	Record time spent on a project	Manage Projects	1
149	Project to Cash	Assign a project resource to a project/project task	Manage Projects	1
148	Project to Cash	Create a new project	Manage Projects	1
147	Order to Cash_Return to Credit	Execute reports applicable to the 'Order to Cash / Return to Credit' process and verify output; Ensure reports are published to appropriate users	Reporting	1
146	Order to Cash_Return to Credit	Verify partner center functionality is configured and operational	Partner Center	1
145	Order to Cash_Return to Credit	Verify customer center functionality is configured and operational	Customer Center	1
144	Order to Cash_Return to Credit	Record a new task on a customer record	Manage Activities	1
143	Order to Cash_Return to Credit	Record a phone call on a customer record	Manage Activities	1
142	Order to Cash_Return to Credit	Enter a new event on a customer record	Manage Activities	1
141	Order to Cash_Return to Credit	Pay employee commissions	Manage Commissions	1
140	Order to Cash_Return to Credit	Approve employee commissions	Manage Commissions	1
139	Order to Cash_Return to Credit	Authorize employee commissions	Manage Commissions	1
138	Order to Cash_Return to Credit	Review partner commission plans and ensure the correct partners and commission schedules are included	Manage Commissions	1
137	Order to Cash_Return to Credit	Review partner commission schedules defined in the system	Manage Commissions	1
136	Order to Cash_Return to Credit	Review employee commission plans and ensure the correct employees and commission schedules are included	Manage Commissions	1
135	Order to Cash_Return to Credit	Review employee commission schedules defined in the system	Manage Commissions	1
134	Order to Cash_Return to Credit	Ensure advanced revenue recognition and/or VSOE functionality is configured correctly and is operating as designed	Revenue Recognition	1
133	Order to Cash_Return to Credit	Generate revenue recognition journal entries from revenue recognition schedules	Revenue Recognition	1
132	Order to Cash_Return to Credit	Review the revenue recoginition schedule created from the sales order	Revenue Recognition	1
131	Order to Cash_Return to Credit	Assign a revenue recognition schedule to an item and add that item to a sales order	Revenue Recognition	1
130	Order to Cash_Return to Credit	Create an intercompany sales order (manage intercompany sales orders) from an intercompan purchase order	Manage Intercompany Transactions	1
129	Order to Cash_Return to Credit	Enter a customer refund	Manage Customer Returns	1
128	Order to Cash_Return to Credit	Enter a credit memo	Manage Customer Returns	1
127	Order to Cash_Return to Credit	Receive a customer return	Manage Customer Returns	1
126	Order to Cash_Return to Credit	Issue a customer return authorization	Manage Customer Returns	1
125	Order to Cash_Return to Credit	Process Customer Payments (ensure each payment type is tested)	Accept Customer Payments	1
124	Order to Cash_Return to Credit	Apply a customer deposit to an outstanding invoice	Accept Customer Payments	1
123	Order to Cash_Return to Credit	Record a customer deposit	Accept Customer Payments	1
122	Order to Cash_Return to Credit	Generate a customer statement	Manage Accounts Receivable	1
121	Order to Cash_Return to Credit	Create a new email message from an invoice	Manage Invoices	1
120	Order to Cash_Return to Credit	Print an invoice and verify appropriate information is included in the pdf layout	Manage Invoices	1
119	Order to Cash_Return to Credit	Enter a cash sale	Manage Invoices	1
118	Order to Cash_Return to Credit	Create a standalone invoice	Manage Invoices	1
117	Order to Cash_Return to Credit	Bill a sales order	Manage Invoices	1
116	Order to Cash_Return to Credit	Ensure shipping methods are configured and any integrated shipping accounts are functional	Manage Item Fulfillments	1
115	Order to Cash_Return to Credit	Mark a sales order as shipped	Manage Item Fulfillments	1
114	Order to Cash_Return to Credit	Mark a sales order as packed	Manage Item Fulfillments	1
113	Order to Cash_Return to Credit	Mark a sales order as picked	Manage Item Fulfillments	1
112	Order to Cash_Return to Credit	Fulfill a sales order (partial fulfillment)	Manage Item Fulfillments	1
111	Order to Cash_Return to Credit	Fulfill a sales order (complete)	Manage Item Fulfillments	1
110	Order to Cash_Return to Credit	Create a new 'special work order' assembly item and add it to a sales order	Manage Sales Orders	1
109	Order to Cash_Return to Credit	Create a new drop ship item and add it to a sales order	Manage Sales Orders	1
108	Order to Cash_Return to Credit	Reject a sales order	Manage Sales Orders	1