Sales Order Entry Tests

These tests correspond to the sales order entry feature in CRMSFA.

Updating Coupon Code

Action Enter coupon code "9000" in the left hand side of the screen.

Result You should get $10 off on your order, with a link to Promo "9012"

Changing Customer and Price

Action Enter partyId "DemoPrivilegedCust" in the customer box. Click on [Update] and click [Yes] when asked if you want to recalculate prices.

Result You should see a note about this customer receiving 25% off. You should also see a unit price for each item which is 25% lower.

Action Change partyId to another party. Try either [Yes] or [No] for recalculating price.

Result You should see the customer of the order changed. The prices will be recalculated if you answered [Yes] to the question about recalculating prices.

Setting the PO # of the Order

Action Enter a PO # in the upper left box and click [Update].

Result When the order is created, you should be able to find it by the PO # you entered in CRMSFA > Orders >> Find Order

Adding Drop-Ship Items to an Order

Action Add a product like dropShip1 (from the demo data) to a new order. The product must meet the criteria defined in the Orders with Drop-Shipped Items help page. Click the [Finalize Order] link.

Result One ship group should appear in the Options screen. The ship group's header should include the text '(Drop-Shipped From ...)'

Action Click the [Review Order] link from the screen above.

Result The Shipping Information section of the Review screen should contain the column 'Drop-Shipped From' and the single ship group should have the supplier's name in that column.

Action Add a drop-ship product and a non-drop-ship product to a new order. Click the [Finalize Order] link.

Result Two ship groups should appear in the Options screen. The drop-ship group's header should include the text '(Drop-Shipped From ...)' and the non-drop-ship group's header should not.

Action Click the [Review Order] link from the screen above.

Result The Shipping Information section of the Review screen should contain the column 'Drop-Shipped From' and the drop-ship group should have the supplier's name in that column.

Creating an Order with Drop-Ship Items

Action Create and finalize an order with one drop-ship item. The product must meet the criteria defined in the Orders with Drop-Shipped Items help page.

Result A purchase order should be created in the Created state, linked to the single sales order item.

Action Create and finalize an order with one drop-ship item and one non-drop-ship item.

Result A purchase order should be created in the Created state, linked to the single drop-ship sales order item. The price of the Purchase Order item is the supplier's price.

Action Create and finalize an order with two drop-ship items from different suppliers.

Result Two purchase orders should be created in the Created state, one linked to each sales order item. The price of each Purchase Order item is the price from the corresponding supplier for that product.

Completing an Order with Drop-Ship Items

Action Create and finalize an order with one drop-ship item. The product must meet the criteria defined in the Orders with Drop-Shipped Items help page. Approve the linked purchase order in the Purchasing application.

Result A [Quick Complete Drop Shipment] link appears for the Purchase Order's ship group.

Action Click the [Quick Complete Drop Shipment] link on the Purchase Order above.

Result The status of the Purchase Order item is Completed; the status of the Purchase Order is completed; an invoice is generated from the supplier to the Company; the status of the original Sales Order item is completed; the status of the Sales Order is completed; an invoice is generated from the Company to the customer.

Action Create and finalize an order with two drop-ship items from different suppliers. Approve and Quick Complete one Purchase Order.

Result The status of the Purchase Order item is Completed; the status of the Purchase Order is completed; an invoice is generated from the supplier to the Company; the status of the original linked Sales Order item is completed; the status of the Sales Order remains Approved; no invoice is generated from the Company to the customer.

Action Approve and Quick Complete the second Purchase Order above.

Result The status of the Purchase Order item is Completed; the status of the Purchase Order is completed; an invoice is generated from the supplier to the Company; the status of the original Sales Order item is completed; the status of the Sales Order is completed; an invoice is generated from the Company to the customer.