NSE/BUILDPRO INTEGRATION - SEND LOTS/JOBS FROM NSE TO BUILDPRO

JOB FUNCTIONS BST, Backoffice Staff
SUMMARY
This test confirms that testers can send Jobs/Lots from NSE to BuildPro. (To be performed by BST on Screen)
PRE-CONDITIONS 1. The user has login access to NSE PROTO
2. The user has login access to UAT.hyphensolutions.com/QUABuild/
ASSUMPTIONS 1. The address record for the job is verified as accurate and complete.
2. A project record is set up for the job with a default interface.
3. The lots are fully setup and ready for BuildPro export (Lots sold and POs generated)

 

TEST CASE STEPS:

  1. Log into  "NSE"
  2. Navigate to: Homebuilders Enterprise/Scheduling/BuildPro/Export to Buildpro
  3. "In the Export Screen, Make sure the File Directory is correctly Displaying and all the following fields are in a checked state:
    • Export Suppliers
    • Export Task Codes
    • Export Cost Codes 
    • Export Revision Codes 
    • Export Payments 
    • Send Exported Files to FTP Site 
    • Modified Records Only (This is optional. You can leave it checked or unchecked depending on the information you want exported.)"
  4. Click On the New Record Icon (White Paper) in the middle of the window.
  5. Select your Operating unit and Project (F9 In the Fields to Search). 
  6. Click OK, and the project you selected will be displayed in the area below the menu.
  7. Click the Export icon in the Manu (White paper with purple Arrow pointing to the right)
  8. You may get a pop-up notification that reads, “This will export the files to BuildPro Directory Only.” Click OK to proceed with the export.
  9. Click the green check mark icon in the menu to close the BuildPro Export Options window.
  10. A pop-up notification will ask if you want to save the Current Defaults. Click yes 
  11. A pop-up notification will ask if you want to overwrite files from the previous export. Click Yes
  12. Log into BuildPro
  13. Check for the exported lots (ensure to check the ISR)
    • Click on report connect
    • Select Integration Status Report
    • Check the "Display Division Detail" Box
    • Click "Run Report"
    • Processed means BuildPro processed it | Skipped means the data was already there and no changes were made | Error means there were errors that need reviewing.

EXPECTED RESULTS:

  1. Tester can access both NSE and BuildPro with the right permissions
  2. Tester can send jobs from NSE to BuildPro

Below is the DATA seen while executing testing:

  1. Operating Unit - 7260
  2. Project - Saddlecreek 70018.10
  3. Lots - 08177

 

Testers - Lot Assignment

  1. 08177 - Amber Jones (BST)