SALESXPRESS - TEST CASE 11

TEST CASE STEPS:

  1. Open existing contract (or create a new one)
  2. Navigate to the Deposits tab
  3. Click Apply Payment on a deposit record
  4. Enter the payment method, amount, date, and notes
  5. Process the payment
  6. Repeat Steps 3 to 5 to add a second/third payment
  7. Click Edit on a payment record (Related Payments)
  8. Change the values on the payment record and save
  9. Click Delete on a payment record (Related Payments)
  10. Repeat Steps 3 to 5 to add a post dated payment
  11. Attach a supporting document by scan (if available) or upload from device
  12. View supporting document from Step 11 (Payment Documents)
  13. Delete a payment document from a recorded payment

EXPECTED RESULTS:

  1. Tester can reopen existing contract
  2. Tester can navigate to Deposits tab
  3. Tester can add, edit, and return a Payment
  4. Tester can upload supporting payment document(s)
  5. Tester can view supporting payment document(s)

Below is the DATA seen while executing testing:

  1. Payment Method
  2. Return Payments
  3. Payment Documents
  4. Collection Date

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

E.g., Community = 51919.41 PORT AND MILL

0:54 - Capture Payment Details

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Payments functionality (add, edit, return payments)
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials, Deposit records