NSE - TEST CASE 8 - CUSTOM OPTIONS

TEST CASE STEPS:

  1. Open the following module: Homebuilder Enterprise > Home Production > Custom Options > Custom Option Take Off
  2. Three Custom requests have been submitted, the following scenarios will be tested:
    1. Custom will be costed, approved by the buyer and a PO will be issued.
    2. Custom will be costed, rejected by the buyer in SalesXpress.
    3. Custom will be rejected by the estimator.
  3. Complete the required take-offs for 2 of the 3 custom addendum products, ensuring to add all applicable craft codes, draws, and costs and task codes. Mark Custom as Costed when take-off is complete. 
  4. For the 3rd custom, mark it as costed in Custom Option Take-Off as no take-offs are needed before we reject it.
  5. Open the following module: Homebuilder Enterprise > Home Production > Custom Options > Custom Option Pricing. 
  6. Locate the two Customs where take-offs were completed and apply a retail price to both and then select it as Marked-Up, click OK.  For the one custom that no take-offs were created, select the Reject icon before closing out of the screen.
  7. Inform purchasing business tester the Custom is ready for PO generation.

See attached for DATA ITEMS specific to your Region/Business Unit.

  1. EXPECTED RESULTS:

    1. A custom option product can be costed in Custom Option Take Off and priced in Custom Option Pricing.
    2. POs can be generated for a custom option.
    3. A custom option can be rejected in NSE.
    4. A costed/priced custom can be rejected in SalesXpress.

Below is the DATA seen while executing testing:

  1. Custom Option product code.
  2. All associated addendum information (order number, qty, item number, notes and selection date etc.).