SALESXPRESS - TEST CASE 18

TEST CASE STEPS:

  1. Navigate to the Commissions Manager
  2. Select a community
  3. Select Agent tab and Search 
  4. Select Agent from result list
  5. Review list of contracts (optionally use search parameters)
  6. Expand a contract details (hint: green & white plus sign)
  7. Click Add Commission
  8. Select Agent from list
  9. Select Manually Create Commission
  10. Click Create Commission button
    1. Enter a Commission Description
    2. Add Amount $
    3. Add Due Date (Calendar prompt)
    4. Add notes (optional)
  11. Save
  12. Apply Payment to Commission (hint: hand/coin symbol) (Optional)

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