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User Story 1: Find Invoice
The user should be able to search invoices (Sales, Purchase etc..) in the system and be able to filter records based on invoice Id, status, invoice date, invoice description etc.. A link to the invoice should be provided w.r.t. each invoice coming in the result set, to navigate the user to a quick view of respective invoice.
Use Case Name | Find Invoice |
Actor | Account Manager |
Description | User should be able to search invoices (Sales, Purchase etc..) in the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | None. |
Basic Path | User selects 'Accounting' menu item. User clicks on [Invoices] tab. The system displays a search form to find invoice. User clicks on [Find] button. The system successfully finds all invoices. Now User can filter records based on invoice id, status, invoice date, invoice description etc... - The system successfully displays records based on a filter.
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Post-condition | User is able to Find Invoices. |
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User Story 2: View Invoice
The user can navigate to an invoice detail view from search result set. The user should be able to review invoice for its Order, Customer / Vendor, Date, Due Date, Payment Applied, Items. The user should be able to generate PDF from invoice detail view for the corresponding invoice.
Use Case Name | View Invoice |
Actor | Account Manager |
Description | User should be able to search invoices (Sales, Purchase etc..) in the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | None. |
Basic Path | User selects 'Accounting' menu item. User clicks on [Invoices] tab. The system displays a search form to find invoice. User clicks on [Find] button. The system successfully finds all invoices. Click on the 'Invoice Id' link in the result set. - Now user can view the invoice details
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Post-condition | User is able to view invoice details |
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User Story 3: Update Invoice Status
Use Case Name | Update Invoice Status |
Actor | Account Manager |
Description | User should be able to update the invoice status of the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on [Invoices] tab. The system displays a search form to find Invoices. User clicks on [Find] button. Click on the 'Invoice Id' link in the result set. - The user can update invoice status on the basis of current status respectively.
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Post-condition | User is able to update invoice status |
User Story 4: Create Payment
Use Case Name | Create Payment |
Actor | Account Manager |
Description | User should be able to create a new payment |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payments] tab. User clicks on the [Create new payment] tab. The user can create an incoming or outgoing payment. The user needs to feed required fields. User clicks on [Create] button. - Payment created successfully.
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Post-condition | User is able to create a new payment. |
User Story 5: Find Payment
Use Case Name | FInd Payment |
Actor | Account Manager |
Description | User should be able to Find Payment in the system. |
Trigger | |
Precondition | NONE |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payments] tab. The system displays a search form to find Payment. User clicks on [Find] button. The system successfully finds all Payments. Now User can filter records based on payment id, payment type, status, From party id, To party Id etc... - System successfully displays records based on filter
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Post-condition | User is able to Find Payments. |
User Story 6: View Payment
Use Case Name | View Payment |
Actor | Account Manager |
Description | User should be able to view payment in the system |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payments] tab. The system displays a search form to find Payment. User clicks on [Find] button. The system successfully finds all Payments. User clicks on payment id. The system successfully views payments.
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Post-condition | User is able to view payment status. |
User Story 7: Edit Payment
Use Case Name | Edit Payment |
Actor | Account Manager |
Description | User should be able to edit the payment |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payments] tab. The system displays a search form to find Payment. User clicks on [Find] button. The system successfully finds all Payments. User clicks on payment id. The system successfully views payments. User clicks on the [Update] tab of payment header section. User edits the payment details. User clicks on [Submit]. User successfully updates the payment details.
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Post-condition | User is able to update payment details. |
User Story 8: Update Payment Status
The system should allow the user to update the status on the basis of current status.
Use Case Name | Update Payment Status |
Actor | Account Manager |
Description | User Should be able to update the payment status |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payments] tab. The system displays a search form to find Payment. User clicks on [Find] button. The system successfully finds all Payments. User clicks on payment id. The system successfully views payments. The user can update the Payment status on the basis of current status.
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Post-condition | User is able to update payment status. |
User Story 9: Create Payment Group
Use Case Name | Create Payment Group |
Actor | Account Manager |
Description | User should be able to create a new Payment Group |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. User clicks on the [Create new Payment Group] tab. The user needs to feed required fields. User clicks on [Create] button. Payment Group created successfully.
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Post-condition | User is able to create a new Payment Group. |
User Story 10: Find Payment Group
Use Case Name | Find Payment Group |
Actor | Account Manager |
Description | User should be able to Find Payment Groups in the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | NONE |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. The system displays a search form to find Payment Groups. User clicks on [Find] button. The system successfully finds all Payment Groups. Now User can filter records based on Payment Group Id, Payment Group Type Id, Payment Group Name etc.. The system successfully displays records based on filters.
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Post-condition | User is able to Find Payment Groups. |
User Story 11: View Payment Group
Use Case Name | View Payment Group |
Actor | Account Manager |
Description | User should be able to view Payment Group in the system |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. The system displays a search form to find Billing Accounts. User clicks on [Find] button. The system successfully finds all Payment Groups. User clicks on Payment Group Id. The system successfully views Payment Groups.
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Post-condition | User is able to view Payment Group details. |
User Story 12: Update Payment Group Name
Use Case Name | Update Payment Group Name |
Actor | Account Manager |
Description | User should be able to update the Payment Group Name |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. The system displays a search form to find Payment Groups. User clicks on [Find] button. The system successfully finds all Payment Groups. User clicks on Payment Group Id. The system successfully views Payment Group. User click on the [Group] button The user can edit the payment group name. User clicks on the [Update]button. User successfully updates the Payment Group Name.
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Post-condition | User is able to update Payment Group Name successfully. |
User Story 13: Add Payment Group Members
Use Case Name | Add Payment Group Members |
Actor | Account Manager |
Description | User should be able to add Payment Group Members |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. The system displays a search form to find Payment Groups. User clicks on [Find] button. The system successfully finds all Payment Groups. User clicks on Payment Group Id. The system successfully views Payment Group. User click on the [Group Members] button The user can feed required fields. User clicks on the [Add]button. User successfully added the Payment Group Member.
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Post-condition | User is able to add Payment Group Member successfully. |
User Story 14: Update Payment Group Members
Use Case Name | Update Payment Group Members |
Actor | Account Manager |
Description | User should be able to update Payment Group Members |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Payment Group] tab. The system displays a search form to find Payment Groups. User clicks on [Find] button. The system successfully finds all Payment Groups. User clicks on Payment Group Id. The system successfully views Payment Group. User click on the [Group Members] button The user can set through date. User clicks on the [Update]button. User successfully updates the Payment Group Member.
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Post-condition | User is able to update Payment Group Member successfully. |
User Story 15: Create Billing Account
Use Case Name | Create Billing Account |
Actor | Account Manager |
Description | User should be able to create a new Billing Account |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Billing Account] tab. User clicks on the [Create new] tab. The user needs to feed required fields. User clicks on [Create] button. Billing account created successfully.
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Post-condition | User is able to create a new Billing Account. |
User Story 16: Find Billing Account
Use Case Name | FInd Billing Account |
Actor | Account Manager |
Description | User should be able to Find Billing Account in the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | NONE |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Billing Account] tab. The system displays a search form to find Billing Accounts. User clicks on [Find] button. The system successfully finds all Billing Accounts. Now User can filter records based on Billing Account id, description, Account limit, From date, Through date etc... The system successfully displays records based on filters.
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Post-condition | User is able to Find Billing Account. |
User Story 17: View Billing Account
Use Case Name | View Billing Account |
Actor | Account Manager |
Description | User should be able to view Billing Account in the system |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Billing Account] tab. The system displays a search form to find Billing Accounts. User clicks on [Find] button. The system successfully finds all Billing Accounts. User clicks on Billing Account Id. The system successfully views Billing Accounts.
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Post-condition | User is able to view Billing Account details. |
User Story 18: Update Billing Account
Use Case Name | Update Billing Account |
Actor | Account Manager |
Description | User should be able to update the Billing Account |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Billing Account] tab. The system displays a search form to find Billing Accounts. User clicks on [Find] button. The system successfully finds all Billing Accounts. User clicks on Billing Account Id. The system successfully views Billing Account. The user can feed the updated details. User clicks on the [Update]button. User successfully updates the Billing Account details.
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Post-condition | User is able to update Billing Account details. |
User Story 19: Create Financial Account
Use Case Name | Create Financial Account |
Actor | Account Manager |
Description | User should be able to create a new Financial Account |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Financial Account] tab. User clicks on the [Find Financial Account] User clicks on the [Create new Financial Account] tab. The user needs to feed required fields. User clicks on [Create] button. Financial account created successfully.
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Post-condition | User is able to create a new Financial Account. |
User Story 20: Find Financial Account
Use Case Name | FInd Financial Account |
Actor | Account Manager |
Description | User should be able to Find Financial Account in the system. |
Trigger | The Account Manager accesses the accounting. |
Precondition | NONE |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Financial Account] tab. User clicks on [Find Financial Account] button. The system displays a search form to find Financial Accounts. User clicks on [Find] button. The system successfully finds all Billing Accounts. Now User can filter records based on Financial Account id, Financial Account Type, Financial Account Name etc.. The system successfully displays records based on filters.
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Post-condition | User is able to Find Financial Account. |
User Story 21: View Financial Account
Use Case Name | View Financial Account |
Actor | Account Manager |
Description | User should be able to view Financial Account in the system |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Financial Account] tab. User clicks on [Find Financial Account] button. The system displays a search form to find Billing Accounts. User clicks on [Find] button. The system successfully finds all Financial Accounts. User clicks on Financial Account Id. The system successfully views Financial Accounts.
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Post-condition | User is able to view Financial Account details. |
User Story 22: Update Financial Account
Use Case Name | Update Financial Account |
Actor | Account Manager |
Description | User should be able to update the Financial Account |
Trigger | The Account Manager accesses the accounting. |
Precondition | None |
Basic Path | User selects 'Accounting' menu item. User clicks on the [Financial Account] tab. User clicks on [Find Financial Account] button. The system displays a search form to find Financial Accounts. User clicks on [Find] button. The system successfully finds all Financial Accounts. User clicks on Financial Account Id. The system successfully views Financial Account. The user can feed the updated details. User clicks on the [Update]button. User successfully updates the Financial Account details.
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Post-condition | User is able to update Financial Account details. |