Invoicing Partners Tests
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 a Contact. Suggested name: Professor Frink
Action
View the partner created above (Springfield University), scroll down to the list of agreements and click [Create New]. Specify our contact (Professor Frink) as the To party. Give it a name such as Internet Access.
Results
An agreement is created. 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.
