SALESXPRESS - TEST CASE 18

TEST CASE STEPS:

  1. Navigate to the Commissions Manager
  2. Search for your name under the Agent tab (as sales agent) 
  3. Select Agent from result list
  4. Review list of contracts (optionally use search)
  5. Expand a contract details (hint: green & white plus sign)
  6. Click Add Commission
  7. Select Agent Assignment
  8. Select Manually Create Commission
  9. Click Create Commission button
    1. Enter a Commission Description
    2. Add Amount $
    3. Add Due Date (Calendar prompt)
    4. Add notes (optional)
  10. Save
  11. Apply Payment to Commission (hint: hand/coin symbol)
    1. Payment Amount $
    2. Payment Type
    3. Reference Number (optional)
    4. Payment Date
    5. Notes (optional)
  12. Process Payment
  13. Confirm Payment
    1. Add transaction date
    2. Click Mark as Paid

EXPECTED RESULTS:

  1. Tester can record a commission against a contract
  2. Tester can record a payment for a commission
  3. Tester can void a commission

Below is the DATA seen while executing testing:

  1. Commissions
  2. Payment on commissions

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 Commissions Manager functionality 
Pre-Conditions Under Contract exists; Agents Active for Commissions; Prospects created in SX, Login Credentials