Difference between revisions of "Invoicing Partners Tests"
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You are taken to the viewPartner page showing a screen very much like the viewAccount, viewLead and viewContact screens. | You are taken to the viewPartner page showing a screen very much like the viewAccount, viewLead and viewContact screens. | ||
| − | |||
'''Action''' | '''Action''' | ||
Create notes, more contact mechs, bookmarks, and activities. (Skip Agreements for now.) | Create notes, more contact mechs, bookmarks, and activities. (Skip Agreements for now.) | ||
| − | |||
'''Result''' | '''Result''' | ||
| Line 48: | Line 46: | ||
'''Action''' | '''Action''' | ||
| − | Create | + | Create two Contacts. Suggested names: Professor Frink and Homer Simpson. View the partner created above (Springfield University), scroll down to the list of agreements and click [Create New]. Create an agreement for each contact. |
| − | |||
| − | |||
| − | |||
| − | View the partner created above (Springfield University), scroll down to the list of agreements and click [Create New]. | ||
'''Results''' | '''Results''' | ||
| − | + | Two agreements are created and show up in viewPartner. Verify that the party links go to the right places. The rest is unimportant because these agreements are just for reference purposes and are not used in business logic (yet). | |
===Creating Agreement with Partner=== | ===Creating Agreement with Partner=== | ||
| Line 69: | Line 63: | ||
The viewAgreement page loads successfully. The partner link goes to crmsfa viewPartner. There are two agreement Items: [Payment terms] and [Commission Rate Schedule]. | The viewAgreement page loads successfully. The partner link goes to crmsfa viewPartner. There are two agreement Items: [Payment terms] and [Commission Rate Schedule]. | ||
| − | |||
'''Action''' | '''Action''' | ||
Remove the [Payment Terms] item. | Remove the [Payment Terms] item. | ||
| − | |||
'''Results''' | '''Results''' | ||
| Line 91: | Line 83: | ||
This is done by creating invoices of type PARTNER_INVOICE between the partner and its customer. Eventually we will generate them from the PARTNER_SALES_AGR agreements we created in CRMSFA, but for now we have to do this by hand. This tests the ability to create these invoices by hand, which is a necessity if something goes wrong with any automated system we end up developing. | This is done by creating invoices of type PARTNER_INVOICE between the partner and its customer. Eventually we will generate them from the PARTNER_SALES_AGR agreements we created in CRMSFA, but for now we have to do this by hand. This tests the ability to create these invoices by hand, which is a necessity if something goes wrong with any automated system we end up developing. | ||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | Click on the [Partners] tab. The index should show [Create Partner Invoice]. Click on that and select our partner (Springfield University) as the Partner and our Contact (Professor Frink) as the Customer. | ||
| + | |||
| + | '''Results''' | ||
| + | |||
| + | Invoice created successfully. There should be 7 invoice item types we can create: | ||
| + | |||
| + | Product, Digital Good, Digital/Finished Good, Service Product, Item Discount, Item Promotion | ||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | Create a Product invoice item for GZ-1000 for some random amount and quantity. Create an Item Discount of some arbitrary value (no productId). Make sure the total is positive. Mark the invoice as ready. | ||
| + | |||
| + | '''Results''' | ||
| + | |||
| + | Invoice is ready to go. | ||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | Create another invoice for the second contact (Homer Simpson) with the same Product GZ-1000 invoice item, but a different value/quantity combination. Add another Product item for GZ-1001. Provide an Item Discount as well (no productId). Mark the invoice as ready. | ||
| + | |||
| + | '''Results''' | ||
| + | |||
| + | Invoice is ready to go. | ||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | Search for these invoices using [Find Partner Invoices] | ||
Revision as of 00:44, 28 November 2007
The goal of these tests is to ensure that we can invoice a partner with whom we have an agreement with.
Suppose we are a major ISP that provides internet access products and a university approaches us to provide their staff and students with them. We can create the university as a partner and have them sell our products to their clients. At the end of each month, we can invoice the university for products they have sold. This test will ensure the critical aspects of this system work.
Contents
Create Partner
Action
In CRMSFA [Partners] tab, create a partner as DemoSalesManager. Specify the name and at least one contact mech, such as the email. Suggested name: Springfield University (or any university name).
Result
You are taken to the viewPartner page showing a screen very much like the viewAccount, viewLead and viewContact screens.
Action
Create notes, more contact mechs, bookmarks, and activities. (Skip Agreements for now.)
Result
These basic CRMSFA functions work.
Find Partners
Action
Click on [Find Partners] in shortcuts.
Results
You can find the partner you created by name or by the default no condition find.
Action
Click on the partner name.
Results
Goes to the correct viewPartner page.
Create Partner Sales agreement with Customer
Action
Create two Contacts. Suggested names: Professor Frink and Homer Simpson. View the partner created above (Springfield University), scroll down to the list of agreements and click [Create New]. Create an agreement for each contact.
Results
Two agreements are created and show up in viewPartner. Verify that the party links go to the right places. The rest is unimportant because these agreements are just for reference purposes and are not used in business logic (yet).
Creating Agreement with Partner
The meat of the logic is the agreement between the Company and the partner. These agreements are created in financials. Since the rest of the test takes place in financials, you may ignore CRMSFA.
Action
As demofinadmin, go to financials [Partners] tab and click on [Create Partner Agreement]. Ensure that you can select the partner (Springfield University) as the To party of the agreement. Give it a description and some text. Suggested name: Resell agreement with Springfield University.
Results
The viewAgreement page loads successfully. The partner link goes to crmsfa viewPartner. There are two agreement Items: [Payment terms] and [Commission Rate Schedule].
Action
Remove the [Payment Terms] item.
Results
It goes away and a new box appears at the bottom allowing you to re-create [Payment Terms]. This item/term is unimportant for now.
Action
Select [Flat commission rate on entire order] for the commission rate schedule and press [Create Agreement Term] Enter 70 into the term value box and press [Update]. Press the [Activate] button to start the agreement.
Results
No errors. We now have an agreement where we will earn 70% of whatever the university sells for us.
Noting What Partner Sells
This is done by creating invoices of type PARTNER_INVOICE between the partner and its customer. Eventually we will generate them from the PARTNER_SALES_AGR agreements we created in CRMSFA, but for now we have to do this by hand. This tests the ability to create these invoices by hand, which is a necessity if something goes wrong with any automated system we end up developing.
Action
Click on the [Partners] tab. The index should show [Create Partner Invoice]. Click on that and select our partner (Springfield University) as the Partner and our Contact (Professor Frink) as the Customer.
Results
Invoice created successfully. There should be 7 invoice item types we can create:
Product, Digital Good, Digital/Finished Good, Service Product, Item Discount, Item Promotion
Action
Create a Product invoice item for GZ-1000 for some random amount and quantity. Create an Item Discount of some arbitrary value (no productId). Make sure the total is positive. Mark the invoice as ready.
Results
Invoice is ready to go.
Action
Create another invoice for the second contact (Homer Simpson) with the same Product GZ-1000 invoice item, but a different value/quantity combination. Add another Product item for GZ-1001. Provide an Item Discount as well (no productId). Mark the invoice as ready.
Results
Invoice is ready to go.
Action
Search for these invoices using [Find Partner Invoices]
