SALESXPRESS - TEST CASE 16

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Put the Contract into Start Contract Preparation Status
  3. Change Contract Date
  4. Submit for Approval
  5. Expand the Contract Status & Dates section
  6. Review the Contract Status (pending approval)
  7. Expand the Buyer(s) section
  8. Approve for each Buyer/Co-Buyer
  9. Approve for each Sales Agent
  10. Expand the Contract Status & Dates section
  11. Review the Contract Status (Under Contract)
  12. Review the Approval Date
  13. Buyer Approve an Addendums
  14. Builder Approve an Addendums
  15. Set In-Contract flag
  16. Add a Target Occupancy Date
  17. Add a Target Closing Date
  18. View History
  19. View History Record types (optional)

EXPECTED RESULTS:

  1. Tester can submit contract into Pending Approval Status
  2. Tester can approve contract
  3. Tester can review history

Below is the DATA seen while executing testing:

  1. Contract Status
  2. Approved Dates
  3. Contract Transaction History

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

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Contract Approval functionality
Pre-Conditions Login Credentials