Financial Accounting and Reporting 14.12

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.
Post-condition	User is able to Find Invoices.

TC ID: 1 [Validate the user login]

Instructions

Expected results

Actual results

Pass/Fail

Open browser and enter “[https://localhost:8443/accounting]” in URL

Login page of Accounting application should be opened successfully.

Working as expected.

PASS

Enter the credentials to login:

Username: admin and Password: ofbiz

User should be allowed to login to the system successfully after authentication check. User should be directed to Accounting Manager Main page.

Working as expected.

PASS

TC ID: 2 [Find All the Invoices]

Instructions	Expected results	Actual results	Pass/Fail
Run TC 1	TC 1 should run successfully.	Working as expected.	PASS
Click on the Invoices Tab.	The ‘Find Invoice’ Screen Should be displayed which contains ‘Search Options’ and ‘Search Results’.	Working as expected.	PASS
Click on the ‘Find’ button without entering any of the details in ‘Search Options’ section.	All the Invoices should be displayed in ‘Search Results’ section with attributes Invoice Id, Invoice Type, Invoice Date, Status, Description, From Party, To Party, Total, Outstanding Amount.	Working as expected.	PASS

TC ID: 3 [Search Invoice Based on Invoice Id]

Instructions	Expected results	Actual results	Pass/Fail
Enter the Invoice Id in Search Options tab and click on ‘Find’ button.	The ‘Search Results’ section should display all the details corresponding to the Invoice Id.	Working as expected.	PASS
Enter an invalid Invoice Id and click on Find Button.	Search result should not display any record.	Working as expected.	PASS

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
Post-condition	User is able to view invoice details

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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Post-condition	User is able to update Financial Account details.

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