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
57	Lead to Quote	Create a new sales team	Sales Force Automation	1
56	Marketing to ROI	Execute reports applicable to the 'Marketing to ROI' process and verify output; Ensure reports are published to appropriate users	Reporting	1
55	Marketing to ROI	Create a new promotion code	Marketing Campaigns	1
54	Marketing to ROI	Add an event to a campaign calendar	Marketing Campaigns	1
53	Marketing to ROI	Create a new keyword campaign	Marketing Campaigns	1
52	Marketing to ROI	Create a new campaign	Marketing Campaigns	1
51	Marketing to ROI	Create a new marketing template (online form)	Marketing Campaigns	1
50	Marketing to ROI	Create a new marketing template (campaign)	Marketing Campaigns	1
49	Design to Build	Execute reports applicable to the 'Design to Build' process and verify output; Ensure reports are published to appropriate users	Reporting	1
48	Design to Build	Ensure manufacturing routings and work center functionality is configured properly and transact through the process flow	Routings and Work Centers	1
47	Design to Build	Close a work order	Work in Process	1
46	Design to Build	Mark a work order as built	Work in Process	1
45	Design to Build	Enter a completion against a work order	Work in Process	1
44	Design to Build	Issue components to a work order	Work in Process	1
43	Design to Build	Enter an unbuild assembly transaction	Work Orders and Assemblies	1
42	Design to Build	Enter an assembly build transaction	Work Orders and Assemblies	1
41	Design to Build	Build a work order	Work Orders and Assemblies	1
40	Design to Build	Enter a work order	Work Orders and Assemblies	1
39	Design to Build	Enter a new standard cost for an assembly item	Standard Costing	1
38	Design to Build	Generate a supply and demand plan. Ensure the demand planning module is configured appropriately and is operating as designed.	Demand Planning	1
37	Design to Build	Enter landed cost information for against an item receipt and/or vendor bill. Ensure landed costs are configured correctly and are operating as designed.	Landed Cost	1
36	Design to Build	Enter an adjust inventory worksheet transaction	Manage Inventory Transactions	1
35	Design to Build	Complete a cycle count	Manage Inventory Transactions	1
34	Design to Build	Complete an inventory transfer from one location to another using the Transfer Order transaction	Manage Inventory Transactions	1
33	Design to Build	Enter a bin transfer	Manage Inventory Transactions	1
32	Design to Build	Enter an inventory adjustment	Manage Inventory Transactions	1
31	Design to Build	Enter an inventory transfer between locations	Manage Inventory Transactions	1
30	Design to Build	Create a new bin	Bin Management	1
29	Design to Build	Create a quantity based pricing schedule and assign it to an item	Manage Item Pricing	1
28	Design to Build	Enter customer specific pricing for a single item	Manage Item Pricing	1
27	Design to Build	Modify pricing for an item	Manage Item Pricing	1
26	Design to Build	Create a new revision of an assembly item	Manage Item Master	1
25	Design to Build	Create a serialized/lot tracked item	Manage Item Master	1
24	Design to Build	Create an assembly item	Manage Item Master	1
23	Design to Build	Create a service item	Manage Item Master	1
22	Design to Build	Create a discount item	Manage Item Master	1
21	Design to Build	Create an item group	Manage Item Master	1
20	Design to Build	Create a kit	Manage Item Master	1
19	Design to Build	Create a matrix item	Manage Item Master	1
18	Design to Build	Create a non-inventory item	Manage Item Master	1
17	Design to Build	Create an inventory item	Manage Item Master	1
16	Record to Report	Execute reports applicable to the 'Record to Report' process and verify output; Ensure reports are published to appropriate users	Reporting	1
15	Record to Report	Complete the period close process for a fiscal period	Manage Accounting Periods	1
14	Record to Report	Execute the automated intercompany elimination process and validate elimination entry	Manage Intercompany Transactions	1
13	Record to Report	Enter an intercompany journal entry	Manage Intercompany Transactions	1
12	Record to Report	Generate an expense allocation journal entry from an allocation schedule	Manage Expense Allocations	1
11	Record to Report	Create an expense allocation schedule	Manage Expense Allocations	1
10	Record to Report	Enter a sales tax payment transaction	Bank Management	1
9	Record to Report	Complete a credit card reconciliation	Bank Management	1
8	Record to Report	Complete a bank reconciliation	Bank Management	1