SALESXPRESS - TEST CASE 5

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Navigate to the Buyer Contract tab
  3. Expand the Incentives & Discounts section
  4. View available community limits (hint: drop down list or link)
  5. Override a contract incentive amount
  6. Apply an incentive
  7. Edit an applied incentive
  8. Include mortgage incentive in contract
  9. Apply an options discount (to addendum)

EXPECTED RESULTS:

  1. Tester can view community incentive limits
  2. Tester can add an incentive
  3. Tester can change the incentive amount applied
  4. Tester can view campaign details and effective dates
  5. Tester can override contract incentive limits

Below is the DATA seen while executing testing:

  1. Incentives
  2. Discounts
  3. Community Limits
  4. Campaigns

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

E.g., Community = 51919.41 PORT AND MILL

9:53 - Incentives & Discounts
Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Incentive & Discounts functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials; Sales Options; Campaigns;