SALESXPRESS - TEST CASE 17

TEST CASE STEPS:

  1. Navigate to the Sales Change Wizard
  2. Search for record with status "Under Contract" (or create a new one)
  3. Initiate Sales Change (hint: click wand symbol)
  4. Select Buyer Assignment
  5. Assign Sale To (select new Primary Buyer)
  6. Search or Add a new prospect
  7. Click Next and follow prompts
    1. Co-Buyers and Builder Agents
    2. Associated Entities
    3. Contingency, Deposit, and Financing Details
  8. Finalize (Process Assignment)
  9. Confirm the sales change when prompted
  10. Close the Wizard
  11. Open the contract (hint: click eyeball symbol)
  12. Navigate to the Buyer Contract tab
  13. Expand the Sales Changes sections
  14. Confirm buyer reassignment history record exists

EXPECTED RESULTS:

  1. Tester can reassign a contract using the Sales Change Wizard without cancelling and recreating the contract

Below is the DATA seen while executing testing:

  1. Sales Change 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 Sales Change Wizard functionality for a buyer reassignment 
Pre-Conditions Under Contract exists; Prospects created in SX, Login Credentials