SALESXPRESS - TEST CASE 27

TEST CASE STEPS:

  1. Open an existing Lot/Spec (or create a new one)
  2. Navigate to the Build Spec & Model Steps
  3. Expand the Custom Appointment Step to view a list of available products
  4. Browse Selections or use the Look-up
  5. Select a product
  6. Assign a quantity, notes, & builder reference on a new addendum, then Request Quote
  7. Repeat steps 3 to 6 to add an additional custom option (one custom option per addendum)
  8. Switch to Start selection review
  9. Expand the Custom option addendum
  10. Update Option - e.g., change quantity
  11. Delete Option - e.g., remove custom option
  12. Steps 13 to 15 rely on the quote provided by our Estimating team
  13. Accept the estimate and builder approve the addendum
  14. Reject the estimate and builder approve the addendum
  15. Builder approve the addendum if it was Rejected by Estimator

EXPECTED RESULTS:

  1. Tester can select custom selections and submit for quote
  2. Tester can accept or reject the provided quote

Below is the DATA seen while executing testing:

  1. Appointment Steps
  2. Custom Options
  3. Builder Reference

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

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Sales Agents
Summary This test is to confirm the custom option pricing functionality in the Design Agent Portal
Pre-Conditions Login Credentials, Product setup complete, Lot exists, Model exists