Add Item to Created Order Tests

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Unless noted, these tests assume that there is sufficient QOH and ATP for the orders. To increase them, go to Warehouse > Inventory > Receive an Item. Use this form to add products directly to the inventory

Status Tests

Because the logic is very heavily status dependent, there are some basic status changes that are required in order for things to work smoothly. These tests are designed to ensure that adding an item to an order marks the status of the item and the order correctly.

Item Status Tests for Sales Orders

Action

Create a sales order in CRMSFA for DemoCustomer with product GZ-1000. Use Offline Payment for the payment method. The order must be in the Created state. Click on the [Edit or Add Item] to get the add form. At the bottom, add GZ-1001 to the order.

Results

A new row for GZ-1001 is added to the order with status Created.

Action

Approve this order.

Results

All items, especially GZ-1001, are marked Approved.

Action

Create another sales order as above, but approve the order first before adding the item.

Results

A new row for GZ-1001 is added to the order with status Approved.

Action

Pack and ship both orders using the Warehouse application.

Results

Both orders should show the GZ-1001 item as being in the Completed status. Both orders are marked completed.

Action

Create another order using DemoCustomer's Credit Card. It should automatically be authorized and the order should be approved. Add an item to the order.

Results

Item is added to order in Approved state.

Action

Ship the credit card order.

Results

Item becomes completed when order ships. Order is completed.

Action

Create a sales order with 1 GZ-1000. Then edit it and add a manual shipping charge of $10. Then add a second item GZ-1001 but do not click on "Recalculate Order"

Result

New item is added with both the 4.75% Utah sales tax and 1% OFB test on GZ-1001 (because its price is $25.99) but the shipping charge is not changed.

Action

Add another GZ-1001 but this time click on "Recalculate Order"

Result

The item should be added, and the manually created shipping charge should be cleared automatically by the system.

Action

Use '043000285213' in product ID field when adding item to order.

Results

Product GZ-1000 should be added to your order.

Item Status Tests for Purchase Orders

Action

Create a purchase order in Purchasing from DemoSupplier for product GZ-1000. The order must be in the Created state. Click on the [Edit or Add Item] to get the add form. At the bottom, add GZ-1001 to the order.

Results

Added item must be in Creatd state.


Action

Approve the order

Results

Items are both Approved.

Action

Create another purchase order, but this time approve the order first and then add the item.

'Results

Item is automatically set to approved.

Action

Use '043000285213' in product ID field when adding item to order.

Results

Product GZ-1000 should be added to your order.