AIM

APPLICATION EXTENSIONS
BEACON: UNIT TEST SCRIPT
R2 Upgrade unit testing -INQ
Author: Kamal Khetrapal
Creation Date: June 25, 2009
Last Update Date: June 29, 2009
Document Ref:
Version: 1.0
Document Control

Change Record
4

Date Author Versio Change Reference

n

25-Jun- Kamal Khetrapal Draft No Previous Document

2009

Reviewers

Name Position

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 Contents

Document Control.......................................................................................ii

Overview.....................................................................................................4

Unit Test Specification ...............................................................................5

Scenarios and Test Scripts ...................................................................5
Open and Closed Issues For This Deliverable...........................................27
Open Issues.........................................................................................27
Closed Issues.......................................................................................27
Appendix...................................................................................................28
Unit test Results..................................................................................28
Defect Log...........................................................................................28

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Overview
This Unit Test Script verifies that each application extension conforms to development standards by using this standards checklist. This test script has
been updated to incorporate the standards at this implementation site. The tests outlined here were performed as the first step during unit testing of
each application extension.

This checklist covers only common and easily tested problems, and makes no pretense of being a comprehensive check for compliance to standards. If
it were, this checklist would be as big as the UI standards document and would take far too long to go through. All developers and testers have already
read the entire user interface standards document (and any relevant areas of the coding standards document). They have checked things they see
against those standards even when they do not appear on the checklist.

Further, after doing your own checking, the Tester will review every window for standards problems missed by the initial tester. The Tester also
identified general user interface improvements possible beyond simple standards issues. The Tester reviewed for possible overall improvements
(better ways to present the information or lay out the window, better methods of how to do the necessary actions, and so on). This was done allowing
enough time to make any necessary changes, not just before release. Testers were available for preliminary checks and user interface ideas at any
point during the design. Preliminary reviews were starting with the un-coded window layout, or even a sketch, before beginning programming code.

Regression testing was performed to check that bug fixes did not break previously tested code. The testing execution plan is an iteration of the
following

Test -> Find Error -> Fix Bug  Retest

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Unit Test Specification
Scenarios and Test Scripts

Scenarios

Scenario Description Release Information

Scenario To test the Globalization Test cases for all the scenarios

Scenario 1 View existing Task-View task that already exists in system

Scenario 2
Manage tasks-Manage tasks - change status of task - update task notes - change task content

Scenario 3
Create task-Create task - attach a document to task - add additional fields to task

Scenario 4
Change asset PO #-Update asset PO number

Scenario 5
Change asset location/add address-Single asset-Update asset location with new address in
system

Scenario 6
Credit memo request-Create credit memo request. Submit for approval.

Scenario 7
Billing address Change-address exists-Update billing address with address that is existing in
system

Scenario 8
Cash App-Refund request -submit for approval-Create a Reverse receipt application to refund
and submit request for approval

Scenario 9
Cash App-Reapply to different contract-Reverse receipt application and reapply to another
contract for the same customer

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 Scenario 10
3rd Party info-View 3rd party information in lease center

Scenario 11
Cancel Insurance-need more info-Insurance cancelation-rejected - send notification to lessee-
update notes-close task
Scenario 12
Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interaction
created
Scenario 13
Cancel Insurance-none-credit-Insurance cancelation - notification send to customer - info
received - cancel insurance with credit given back to customer
Scenario 14
Capture Claim-asset ok-bill items-CPC_replacement-Receive claim request on asset. Billing is
put on hold and replacement for CPC asset is assoicated.
Scenario 15
Create Transfer & Assumption request-Create Transfer & Assumption request and submit for
credit approval
Scenario 16
Create Equip Swap request-Create a equipment exchange request. Submit for approval
Scenario 17
New address / Update E-mail-Phone-Add new address and 'Update contact info on
customer/lease

Scenario1 - View existing Task-View task that already exists in system

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using '<DLL/PMC/MCC> Lease DLL/PMC/MCC Lease Center Agent menu will open
Center Agent' responsibility

1 2 Navigate to Lease center search form : Lease center search form will open
Lease Center Agent > Lease center
search
1 3 Type the Contract number in the Details entered will appear
Contract number field (Refer to Data
Sheet)
4 Click on 'Search' button at the bottom Lease Contract Search form opens with the contract
details with the status "Booked"
5 Click on 'Open' button at the bottom Leasing center form will open with Contract details and
shows soft message in case the contract is in evergreen
6 Navigate to "Tasks" Tab All Tasks related to contract number will display at the
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Scenario Test Action
Step Step Role or Path Expected Results

left hand section of the screen

Scenario2-Manage tasks - change status of task - update task notes - change task content

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using '<DLL/PMC/MCC> Lease DLL/PMC/MCC Lease Center Agent menu will open
Center Agent' responsibility

1 2 Navigate to Lease center search form : Lease center search form will open
Lease Center Agent > Lease center
search
1 3 Type the Contract number in the Details entered will appear
Contract number field (Refer to Data
Sheet)
4 Click on 'Search' button at the bottom Lease Contract Search form opens with the contract
details with the status "Booked"
5 Click on 'Open' button at the bottom Leasing center form will open with Contract details and
shows soft message in case the contract is in evergreen
6 Navigate to "Tasks" Tab All Tasks related to contract number will display at the
left hand section of the screen
7 Click on "New" button provided at the At the right hand section, all the mandatory fields are
bottom of the form enabled for data entry
8 click on Type field LOV and select Task Task Type value gets selected
Type Value (Refer to Data sheet)
9 Type task name in the Name field Task Name gets Typed
10 Mouse Click on Priority field LOV and 'Low' Value gets selected in LOV
select value 'Low'
11 Mouse Click on Start Date field LOV and Start Date Value gets selected
select Start Date from the Calendar (=
Today's date)
12 Mouse Click on Owner Type LOV and Group Resource Value gets selected in LOV
select 'Group Resource'
13 Type '%' in Owner field LOV and Mouse Owner value gets selected
click on it to select Owner (Refer to
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Scenario Test Action
Step Step Role or Path Expected Results

Data sheet)
14 Type Task Description in the Description gets typed
Description Text box provided (Refer to
Data Sheet)
15 Mouse click on "Box" above Description Applicable mandatory Additonal fields appear
field (NOT the private box)
16 Enter the Additional fields is what? no information provided od data sheet
enetered own data see below
17 Mouse Click on 'Save' Icon on the tool Transaction complete:Records applied and saved
bar to save the work Message appears at the bottom of the screen
18 Click on Details button provided at the Tasks details form opens
bottom of the screen
19 Go to Tool bar and Click on Attachments form opens
"Attachments" (paper clip) icon
available in the tool bar
20 Click on "Category" field Form appears for querying Category LOVs
21 Type '%' in the Find field and Click on Values will appears
"Find" button
22 Select "Miscellaneous" and Click on Value selected will appear in Category field
"OK" button
23 Type the description in the Description is entered
"Description" field
24 Click on "Data type" field "Data types" form opens with LOVs
25 Select "File" from the LOVs and Click HTML form opens for uploading the file
on "OK" button
26 Click on "Browse" and select path and File is selected for uploading
file. Click 'Open' to upload the File
(Refer to Data sheet)
28 Click on "OK" Button Confirmation message appears saying that " File upload
completed successfully".
29 Click on "X" icon to close the File HTML page closes and Decision box appears asking Has
upload form the file been uploaded successfully?
30 Click on "Yes" button on the decision Decision box will close and user sees the Attachments
box form
31 Click on "X" icon to close Attachment Attachment form Closes and User sees Task details form
form
32 Print screen for Audit

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Scenario3- Create task-Create task - attach a document to task - add additional fields to task

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Log in to <DLL/PMC/MCC> Lease Universal Work Queue screen opens
center Agent Responsibility and then
click on Universal Work Queue function
available in the Menu

1 2 Click on '+' in front of Tasks node
1 3 Navigate to 'My Assigned' task
4 Select task with status 'Unassigned'
5 Log in to <DLL/PMC/MCC> Lease
center Agent Responsibility and then
click on Universal Work Queue function
available in the Menu
6 Click on '+' in front of Tasks node
7 Navigate to 'My Assigned' task
8 Select task with status 'Unassigned'
9 Select in 'Actions' field 'Update Task'
from LOV
10 Go to 'Task Status' field --> Select
"Assigned" from LOV --> Click 'Apply'
button
11 Now Once again Navigate to 'My
Assigned' task
12 Now Select second task with status
'Unassigned'
13 Select in 'Actions' field 'Update Task'
from LOV
14 Go to 'Task Status' field --> Select
"Assigned" from LOV --> Click 'Apply'
button
15 Now Once again Navigate to 'My
Assigned' task
16 Now Select Third task with status
'Unassigned'
17 Select in 'Actions' field 'Update Task'
from LOV
18 Go to 'Task Status' field --> Select
"Assigned" from LOV --> Click 'Apply'
button
19 Prioritization of Tasks:'Now Go to Task
section in top part of screen --> Go to
'Priority' column --> Click on dot in
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Tasks node expands with all the task types list: My
owned, My assigned, Group owned, Group assigned,
Team owned, Team Assigned.
All tasks assigned to user are visible in the right hand
side section.
In lower section, task details are visible
Universal Work Queue screen opens
Tasks node expands with all the task types list: My
owned, My assigned, Group owned, Group assigned,
Team owned, Team Assigned.
All tasks assigned to user are visible in the right hand
side section.
In lower section, task details are visible
Update task pops up in field and Customer field is
highlighted. Date field etc. are shown.
In top part section the task status has been changed in
'Assigned' and status also changed in the 'Group
Owned' tasks
All tasks assigned to you are visible in the right hand
side section.
In lower section, task details are visible
Update task pops up in field and Customer field lights
up in blue. Date field etc. are shown.
In top part section the task status has been changed in
'Assigned' and status also changed in the 'Group
Owned' tasks
All tasks assigned to you are visible in the right hand
side section.
In lower section, task details are visible
Update task pops up in field and Customer field lights
up in blue. Date field etc. are shown.
In top part section the task status has been changed in
'Assigned' and status also changed in the 'Group
Owned' tasks
Tasks will be re-ordered on priority (High as first)
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Scenario Test Action
Step Step Role or Path Expected Results

column
20 Select and Highlight task with the High Lease Center opens with Customer part and Contract
priority and doubleclick on Task part in top of screen. Tab section in lower part and
Transactions tab opens.
21 Click on Tasks tab Tasks related to this contract are shown in left hand
section and date entry section displays entered fields
for the highlighted task.
22 Manual Step:Read task details and
determine action-Task is not Resolved
23 Type changed Task content in Task Task content gets typed
Description Free text field --> Click
Save button
24 Click 'Details' button at the bottom of 'Task' screen with task details will open.
the screen
25 Click 'Notes' button Notes form appears
26 Click 'New (B)' button Notes section lights up yellow
28 Type text in Notes section and Click on Notes sections colours grey and entered notes are
Save Icon in tool bar shown in left hand Notes/Summary section
29 Click on 'X' in 'Notes' form Screen disappears and you return in Tasks screen.
30 Click 'X' in Tasks screen Screen disappears and brings you back to Tasks tab
screen.
31 Print screen for Audit

Scenario4- Change asset PO #-Update asset PO number

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using DLL Lease Center Agent or

Collections Manager responsibility
1 2 Navigate to Lease center search form :
Lease center search Lease center search form will open
1 3 Enter the Contract number in the Contract
number field (refer to data sheet)
4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"
5 Click 'Open Button' at the Bottom Lease center form opens with Contract details
6 Validate for the Customer Information in
Customer block of Lease center screen
1.Name,2.Phone Number,3.Address,4.E-mail
id etc..
7 Go to Tool bar at top of Lease center screen
and Click on Actions Menu and Click on
ZOOM Form Zoom Form opens

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Scenario Test Action
Step Step Role or Path Expected Results

8 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"
9 Click 'Open Button' at the Bottom Lease center form opens with Contract details
10 Go to PO details section and select the asset
(by checking the tickbox) for which the PO
details needs to be changed
11 Change or enter the 'PO Number' in the PO
number field Modified PO Number will get displayed
12 Navigate (by scrolling the horizontal scroll
bar) to 'Customer Cost Center' field and
change (or enter) customer cost center Modified Customer Cost Center will get displayed
13 Validate the 'No Expiry' box is checked (if not
check the box). Check will appear in the 'No Expiry' box
14 Click on 'Submit Change' button at the Record has been updated confirmation message will display at
bottom of the screen the bottom of screen
15 Click "X" in top of screen. Click "Go" button
in DLL Zoom form screen. Validate that the
PO Number field and Cost center field has
been updated. Changed Asset information is displayed in PO Details section
16 Print screen for audit

Scenario5 - Change asset location/add address-Single asset-Update asset location with new address in system

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using DLL US Wayne Lease Center

Agent responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search form will Open
1 3 Enter the Contract number (refer to Data
Sheet) in the Contract number field.
4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"
5 Click 'Open Button' at the Bottom Lease center form will open with Contract details
6 Validate for the Customer Information in
Customer block of Lease center screen
1.Name
2.Phone Number
3.Address
4.E-mail id etc.. XX
7 Click on "Asset" tab in Lease center Assets belong to Searched Contract will open
8 Choose Asset (Asset number) for which
location needs to be updated and then click
on the "Asset Details" button at the bottom of
the screen Assets page will open with all the Asset information
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Scenario Test Action
Step Step Role or Path Expected Results

9 Validate in the "Summary" tab the asset

location in Location field: (Location)
10 Cilck on "X" icon given at the top of the
screen to close the "Asset details" form
11 Go to Tool bar at top of Lease center screen
and Click on Actions Menu and Click on
"ZOOM"
12 Choose 'Form Name' field = 'Customers
Online' from the list and click on 'OK' button.
13 select and click on 'GO' button availabe in
DLL Zoom form
14 Click on Create button (3rd button in top of
screen)
15
Enter Address in "Address1" Field, City in
"City" Field, State in "State" Field ", Postal
code in "Postal Code" Field and click
'Validate Address' button.
16
Select the matching address
17 Click on "Purpose' field to select "install at"
from the LOV --> Click 'Apply' button
18 Close Addresses screen by clicking on
"Close Window" in top of screen
19 Close the Zoom form screen and Select the
Asset and click on Asset details tab under
"Assets" tab
20 Click at the "Location" field to choose new
Address created from Location LOV
21 Select the New Address created earlier and
click on Yellow diskette button given in the
tool bar to save the information
22 Click on 'X' at the top of screen icon to close
"Asset Details" screen and Click on "X" to
close Lease center screen
23 Click on 'Open' button. (Contract number
refer to data sheet is shown)
24 Click on "Assets" tab and select Asset
number (Asset number)
25
Click on 'Asset Details' button
26 Print screen with Actual Results for Audit
28 Click on "X" in Asset Details screen
29 Click on "X" in screen.
30
31
32
Asset Location details will appear
Asset detail form closes and Asset tab screen appears
"Form names" will open with list of values
DLL Zoom form will appear with the value selected
Customer online screen opens and displays Customer tab with
Addresses screen.
Validate Address screen appears
Depending if a mistake is made in the address:
a) an error message occurs and you have to correct it first
before validating it again
b) address displays and in validation comments is visible what is
adjusted
c) address displays correctly
Address will be displayed in screen and with an Address
Purpose section
The address screen appears with the newly created address.
Screen disappears and Lease center appears with the Zoom
Form screen
Assets details will appear
Location LOV will appear with all the addresses
New Installed Address will be saved for the Asset
Asset Details screen closes and Lease center screen will close
and Lease center search screen appears.
Contract number (refer to data sheet) is presented.
Asset screen will open and selected Asset will light up blue
Asset details screen appears and in Location field the changed
address is presented.
XX
Asset Details screen closes and Asset tab screen appears.
Lease center closes and Lease center search screen appears.

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Scenario 6- Credit memo request-Create credit memo request. Submit for approval.

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using '<DLL/PMC/MCC> Lease

Center Agent' responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease Center Search Lease Center Search form will Open
1 3 Type the Contract number in the Contract
Number field (refer to data sheet) XX
4 Lease Contract Search result form opens with the contract
Click on 'Search' button at the bottom details with the status "Booked"
5 Click 'Open' button at the bottom Leasing center form opens
6 Validate for the Customer Information given
below in Customer block of Lease center
screen
1.Name
2.Phone Number
3.Address
4.E-mail id etc.. XX
7 Navigate to 'Transactions' tab and select
unpaid invoice within transaction details Transactions details screen appears. Items will be highlighted
section as selected
8 Click on 'Credit Memos' button provided at
the bottom of the screen Credit Memos form will Open
9 Type Amount in Credit Amount field which
is equal or less than the amount invoiced Amount will be shown on screen
10 Click on 'Request Credit Memo' button at the
bottom of the Request Credit Memo section "Credit Memo Reason and Comments" form will Open
11 Select the reason from Reason LOV and
type reason details in 'Comments' field and A Note Window with message "The Credit memo Request has
click 'OK' button been successfully created and Routed to workflow" will appear
12 Click "OK" on Note message window popped Note Message Window and Request Credit Memo screen will be
up closed
13 Mouse click 'X' at the top right corner to exit
the contract Window closes and search result screen appears

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Scenario7-Billing address Change-address exists-Update billing address with address that is existing in system

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using '<DLL/PMC/MCC> Lease

Center Agent responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search form will Open
1 3 Enter the Contract number in the Contract
number field (refer to data sheet)
4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"
5 Click 'Open Button' at the Bottom Lease center form will open with Contract details
6 Validate following customer information in the
Customer block of Lease center screen
(above left side)
1.Name
2.Phone Number
3.Address
4.E-mail id etc.. XX
7 Click on "Structure" tab in Lease center Details in the Structure tab will poped up in the screen
8 Select "Billing setup" from the contract
structure "Billing setup" details will appear in the "Structure" tab
9 Billing Address details will appear in "Bill To
Address" Field under Billing setup Block XX
10 View and Validate the Existing Billing
Address details XX
11 Close "Lease Center" Form and "Lease
Center Search" Form Main Menu screen will display.
12 Navigate to Billing groups > Inquire Billing
group Billing group inquiry form will open
13 Select and click on "Contract" Field available
under "search" block in the Billing group form LOVs will appear with all the contracts
14 Select the Contract number < Refer to Data
sheet > from the LOVs and click on "OK" Contract number selected will appear in the "contract" field of
button available at the bottom of the form "Billing Inquiry Form"
15 All the Records will appear with number, Billing group name,
Click on "Search" button available in the Customer, Private label, Bill-To details in the "Billing Group
"Billing Inquiry Form" Inquiry" form
16 select the respective record and Double click
on it Billing group form will open with details
17 select and Click on "Bill to" field available
under Billing group block LOVs will appear with all the Bill to Addresses
18 Select the Bill to Address value< Refer Data
sheet> from the list and click on "OK" button Bill to address value selected will appear in the "Bill to" field
19 Click on 'Yellow Diskette" available at the
tool bar to save the work Record gets saved
20 Click on 'X' icon to close the Billing group
form Billing group form will close
21 Click on 'X' icon to close the "Billing group
inquiry" form "Billing group inquiry" form will close
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Scenario Test Action
Step Step Role or Path Expected Results

22 Navigate to DLL/PMC/MCC> Lease Center

Agent responsibility XX
23 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search form will Open
24 Enter the Contract number in the Contract
number field (refer to data sheet) XX
25 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"
26 Click 'Open Button' at the Bottom Lease center form will open with Contract details
28 Click on "Structure" tab in Lease center Details in the Structure tab will poped up in the screen
29 Select "Billing setup" from the contract
structure "Billing setup" details will appear in the "Structure" tab
30 View for Changed Billing Address in 'Bill To
Address' field Billing Address should reflect with change
31 Click on 'X' to close the applications Application will close
32

Scenario 8-Cash App-Refund request -submit for approval-Create a Reverse receipt application to refund and submit request for approval

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using '<DLL/PMC/MCC> Lease

Center Agent responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search form will open
1 3 Enter the Contract number in the Contract
number field (refer to data sheet). XX
4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"
5 Lease center form opens with Contract details and shows soft
Click 'Open Button' at the Bottom message in case the contract is in Delinquent.
6 Validate following Customer Information
given in Customer block.
1.Name
2.Phone Number
3.Address
4.E-mail id etc.. XX
7 Navigate to Menu Bar > Actions >ZOOM DLL Zoom form is displayed
8 Go to 'Form Name" field and Select the list of
values button. The "Form Name" LOV is displayed
9 Select the "Cash Re-Application Form " from
the list of values and Click OK. The Cash Re-Application Form is selected and opened.
10 The "Cash Reapplication Form" opens and Customer Name and
Click "Go" Contract Number gets displayed by default
11 Click on "Find" It will display all the receipts which are applied
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Scenario Test Action
Step Step Role or Path Expected Results

12 Enable the check box for the receipt which

needs to be unapplied (refer to data sheet) XX
13 Enter the amount which needs to be
unapplied in the field "amt to unapply" XX
14 Enter your comments in the "Notes" field Note that the comments have to be entered mandatorily
15 Save the record by clicking on the yellow
diskette icon on the top XX
16 DLL Refund form opens with refund request number and other
Click on "Refund Money" button details. At this point this refund request will be in "Draft" status.
17 Enter refund details in the refund request
form:
1. Enter Description field
2. Enter Refund amount field
3. Select Vendor Name-Site by clicking the
One person icon
4. Select Payment method
5 Select Refund template
6. Enter Refund comments. Refund request details are entered
18 Click the Save button and note down the A message appears at the bottom of screen: Transaction
"Request number" complete: x records applied and saved.
19 Close the DLL refund request form. DLL Re-Application form displays.
20 "Request submitted for approval". A workflow notification is sent
Click on "Submit Request" to the Approver for approval
21 Print Screen for Audit

Scenario9 - Cash App-Reapply to different contract-Reverse receipt application and reapply to another contract for the same customer

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using '<DLL/PMC/MCC> Lease

Center Agent responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search form will open
1 3 Enter the Contract number in the Contract
number field (refer to data sheet) XX
4 Click on 'Search button' at the bottom Form will Open with the contract details with the status "Booked"
5 Click 'Open Button' at the Bottom Lease center form opens with Contract details
6 Validate for the Customer Information given
below in Customer block of Lease center
screen
1.Name
2.Phone Number
3.Address
4.E-mail id etc.. XX
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Scenario Test Action
Step Step Role or Path Expected Results

7 If user is testing for Third party service

Accounts and User role is not permitting for
doing Reapplication process then user need
to create a task and assign that to RPD. else
continue your testing from Step-22 onwards XX
8 Click on Tasks Tab Task tab opens
9 Click on 'New' button Fields will enable to enter information
10 Go to "Type" field and Click on Type field for
LOVs Form will appear with Types LOVs
11 Select Type < Refer to Data sheet> from the
LOVs and Click on "OK" button Details selected will appear in Type field.
12 Type a subject in "Subject" field. User is able to enter the subject
13 Go to Status field User sees status "Unassigned".
14 Click for LOVs Status changed to Assigned
15 Go to Owner Type field User will see Owner type "Employee Resource"
16 Click for LOVs Form will appear with Owner Type LOVs
17 Select Owner type <Group Resource> from
the LOVs Value selected will populate.
18 Go to Owner field and Type % and Click for
LOVs Form appears with List of Owners name
19 Select Owner < Refer to Data sheet> from
the list and Click on "OK" button Selected owner name will populate
20 Type Comments in the "Description" box
provided User is able to enter the description
21 Press yellow diskette icon available on Record gets saved and Appear in the Left hand side of the Task
Menu Bar to save the record. Tab
22 Go to Tool bar at top of Lease center screen
and Click on Actions Menu and Click on
ZOOM Form Custom DLL ZOOM form appears
23 Choose Zoom Form and select Form
Name"Cash Reapplication Form" and click DLL Cash Reapplication form(Taking Funds off) will open with
on 'Go' Button details
24 1.Enter Customer Name in the Customer
name field.
2.Enetr Invoice number in the invoice
numebr field

Click on Find Button Invoice details appears in the Invoice appilcation tab
25
1. Select the invoice by clicking the
checkbox
2. Enter the amount to be reversed in
'Amount to Unapply' field.
3. Enter Notes in the Notes field provided
4. Click 'Save' icon
5. Click on 'Apply' button provided at the
bottom of the screen

Invoice Number =
Amount to unapply = DLL Cash Reapplication - Applying Fund apply form will be
Notes = your name displayed.
26 1. Click on Contract field in Invoice details DLL Cash Reapplication Applying Funds Apply screen appears
section and Select different contract back

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Scenario Test Action
Step Step Role or Path Expected Results

2. Select invoice from field Apply to Invoice#

field (Invoice details section)to which the
amount needs to be applied
3. Enter Amount in 'Amount to Apply' field
4. Click 'OK' button Provided at the bottom of
the screen

Contract number =
Invoice Number =
Amount to unapply =
28 Click on 'Submit Request' button provided at A Note Message 'Request Submitted for Approval ' Will appear.
the bottom of the screen Write request number down.
29 Print screen for Audit XX
30
31
32

Scenario 10 - 3rd Party info-View 3rd party information in lease center

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using 'DLL US Lease Agent

responsibility XX
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search Lease center search forms opens
1 3 Enter the Contract number in the Contract
number field (refer to data sheet) XX
4 Click on 'Search button' at the bottom Form opens with the contract details with the status "Booked"
5 Will bring up contract in lease center form. Alert should appear
for indirect billing. Alert Should look like this: 'Third party billing:

Third Party Billing: &TPAGENT

Click 'Open Button' at the Bottom of screen
6 Click "OK' button in the pop-up message
7 Review Parties: Navigate to Parties Tab and
Select party role " Label Holder" and then
Review for party information
DO NOT CONTACT THIS CUSTOMER NOR PERFORM
MAINTANANCE ON THIS LEASE !!!!
Any issues regarding this account should be referred to the
Lease Manager!!!'
XX
3rd party listed on left side of panel. Contact details on the right
panel

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Scenario11- Cancel Insurance-need more info-Insurance cancelation-rejected - send notification to lessee-update notes-close task

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using '<DLL/PMC/MCC> Lease DLL/PMC/MCC Lease Center Agent menu will open
Center Agent' responsibility

1 2
1 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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22
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26
28
29
30
31
32

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Scenario12- Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interaction created

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using '<DLL/PMC/MCC> Lease DLL/PMC/MCC Lease Center Agent menu will open
Center Agent' responsibility

1 2
1 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
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25
26
28
29
30
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Scenario13- Cancel Insurance-active-no credit-Insurance cancelation with no credit given - interaction created

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Log in to DLL US Wayne Lease Center
Agent responsibility and then click on
Universal Work Queue function available in
the Menu Universal Work Queue screen opens
1 2 Click '+' in front of "Tasks' --> select work
Type "My Assigned" Actual work tasks will appear
1 3 Double click on assigned task which is of Lease Center screen will open with the contract details which is
'Type' = Delete Insurance related to the task
4 Select "Tasks Tab" to review task details Task details will display
5 Navigate to "Insurance" tab click on
Insurance and select 'Policies' from the Policy details line will appear in left hand side under "Insurance
dropdown box tab".
6 Select the Policy and click on "Gather Third
party details" XX
7 Click on 'Gather Third Party Insurance'
button 'Gather Third party policy' screen appears
8 Enter 'Policy number', 'Covered amount',
'Proof Provided Date', 'Effective from',
'Effective to', 'Insurance company' from LOV,
'Address' from LOV -->

Proof provided date = today date

Insurance company= Compwest Ins Co
Address = 1111 Old Eagle School Road Details entered.
9 Click on Yellow Diskette to save the details Note will appear saying Record has been created. Insurance
entered cancelled automatically with receipt of 3rd party insurance
10 Click on 'OK' button Note will disappear
11 Click on "Close" button to close the "Gather
Third party details form" Form will close
12 New Record will get created with Policy
details line will appear in left hand side under
"Insurance tab". XX
13 Navigate to "Tasks" tab --> Select 'Delete
Insurance" task working on --> Click 'Details'
button Task details screen appears
14 Click "Notes" button at the bottom Notes Form will appear
15 Enter Notes in the Notes block Notes entered will appear
16 Click on Yellow Diskette to save the details
entered Notes are displayed in 'Notes' section in left hand side panel
17 Close the Notes form Notes form will close
18 Close Task details form Form will close and Tasks Tab in the lease center will appear
19 select and click on Task "Status" field List of values will appear
20 Select the Status "Closed" from the list and
Click on "OK" button XX
21 Task details record for the particular task will disappears from
Click on "Yellow diskette" to save the work the left hand side panel.
22 Print screen with audit XX
32
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Scenario 14- Capture Claim-asset ok-bill items-CPC_replacement-Receive claim request on asset. Billing is put on hold and replacement for CPC asset is assoicated.

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent Logon: Using '<DLL/PMC/MCC> Lease DLL/PMC/MCC Lease Center Agent menu will open
Center Agent' responsibility

1 2
1 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
28
29
30
31
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Scenario15 - Create Transfer & Assumption request-Create Transfer & Assumption request and submit for credit approval

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using 'DLL/PMC/MCC Lease Center

Agent' responsibility XX
1 2 Navigate to Lease center search Lease Center Search form will Open
1 3 Type the Contract number in the Contract
number field (refer to data sheet) XX
4 Lease Contract Search result form opens with the contract
Click on 'Search' button at the bottom details with the status "Booked"
5 Click 'Open' button at the Bottom Leasing Center form opens
6 Navigate to "Request"Tab "Request" tab details will appear
7 Select "Transfers and Assumption" from
'Type' drop down list and Click on "New"
button at the bottom of the screen Transfer and Assumption Request details form will open
8 1) Type Transfer and Assumption details in
the Transfers and assumption form like
'Type of Transfer' = 'Complete' > 'Transfer
Effective Date' = "<DD of Contract Start
Date> - <Last Month> - <Current Year>"
2) Type appropriate comments in
'Comments' field, (Refer to Data Sheet) XX
9 New Contract Information:
Type appropriate information in fields:
'Lessee',
'Contract Number',
'Customer Account',
'Bill To',
'Bank Account',
'Invoice Format',
'Payment Method',
'Credit Line Number'field
(Refer to Data Sheet) XX
10 Transfer Assets to New Contract: Click the
(+) sign next to the word "Asset" in "Assets
on Original Contract" section in left hand side
panel All assets now appears in "Assets on Original Contract" section
11 Create Transfer and Assumption Request: A Note Message 'The Transfer and Assumption request has
Click on "Create Request" button been successfully created' will appear
12 Click 'OK' on Note Message Window Request number is autogenerated and appears in 'Request
Popped up Number' field
13 Message appears " Transfer and Assumption request has been
Click on 'Accept Request' button. routed to the workflow"
14 Print screen results for audit

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Scenario16 - Create Equip Swap request-Create a equipment exchange request. Submit for approval

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Logon: Using '<DLL/PMC/MCC> Lease

Center Agent responsibility
1 2 Navigate to Lease center search form :
Lease Center Agent > Lease center search
1 3 Enter the Contract number in the Contract
number field
4 Click on 'Search button' at the bottom
5 Click 'Open Button' at the Bottom
6 Navigate to Request Tab and Select
'Equipment Exchanges' from 'Type'
Dropdown list and then click on 'New" button
available at the bottom of the screen
7 Enter 'Duration' as Permanent and 'Type'
field = 'Like To Like and Enter 'Effective
Exchange Date'
(1 September 2006)
8 Select Current Asset Information: Under
'Current Asset' section -> Select 'Asset
Number' (Refer to data Sheet for Asset
Number which should have Meter reading
entered for it)and 'Serial Number' (SERIAL
Number)
9 Enter in "Replacement Asset" section: Enter
'Serial Number' ,Enter 'Year', 'Model',
'Manufacturer'. Select 'Vendor' (DATA) from
the LOV
10
Click 'Create Request' button provided at the
bottom of the screen
11 Navigate to Task tab --> Click New button
12 Enter Task Type - Task name - Priority -
Owner "Group Resource" - Group Name " "
13 Enter mandatory additional fields
14
Click "Save" icon
XX
Lease center search form will Open
XX
Contract number appears with status "booked"
Lease center form will open with Contract details
The "Equipment Exchange Request for Contract' form will
appear
XX
In 'Current Asset' section other asset information fields are
automatically populated. In 'Replacement Asset' section 'Asset
Number', 'Asset Description' and 'Unit Cost' fields are populated.
Fields are entered and pop up
A Note Message 'The request for this equipment exchange has
been created and routed to workflow' will appear and a request
number will be populated. Write this number down.
Task fields will light up
XX
XX
At the bottom of screen message 'Records applied and saved'
appears and in left hand side Panel Task appears and is
highlighted in blue

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Scenario 17- New address / Update E-mail-Phone-Add new address and 'Update contact info on customer/lease

Scenario Test Action

Step Step Role or Path Expected Results

1 1 DLL Lease Centre Agent

Log in to "DLL Collections Leasing

Collections Manager" and then click on
Lease Center Search "Lease Center Search" form opens
1 2 Type Contract Number in the "Contract
Number" field and click on "Search" button
(Refer to Data Sheet) Contract Number will display
1 3 Click on the "Open" button Leasing Center form will open
4 Click on "Actions" from the Menu bar and
select "ZOOM" Zoom form will open
5 click on the "Form Name" LOV and select
"Customers Online" and click on "OK" "Customers Online" is displayed in the "Form name" field
6 Click on "GO" An overview of the customer's existing addresses opens
7 Click on the "Create" button Validate Address page will open
8 Type "Address1" and other details like
"City","State","Postal Code" Text is displayed in the respective fields
9 Click on "Validate Address" field Matching addresses will be displayed and can be selected.
10 Select the matching address or Click
"Override" button Create address Page will open
11 In the "Purpose" drop down list select
Purpose as "Bill To" and Click on "Apply" "Vertex Sales Tax Area ID selection" page will appear
12 Select the "Vertex Sales Tax Area ID " by
clicking on the Radio Button and click on
"Select" (Refer to Data Sheet) Purpose is displayed in the "Update Address" page
13 Click on "Add another row" button A new row is populated
14 In the "Purpose" drop down list select
Purpose as "Ship to" and Click on "Apply" Customers "Addresses" page will appear
15 Click on the Pen icon under "Update address
purpose" "Update Address" page will open
16 Click on "Add another row" button A new row is populated
17 In the "Purpose" drop down list select
Purpose as "Install at" and Click on "Apply" "Vertex Sales Tax Area ID selection" page will appear
18 Select the "Vertex Sales Tax Area ID " by
clicking on the Radio Button and click on
"Select" (Refer to Data Sheet) Purpose is displayed in the "Update Address" page
19 Click on "Apply" button Customers "Addresses" page will appear
20 Click on the "Contact Points" hyperlink (left
hand side panel) Contact Points Page will display
21 Click 'Go' button under Phone Numbers
section (check if Create: LOV is set to
Telephone) Create Phone Number page is displayed
22 Select "Country Code" from the drop down
list, type "Area Code", type "Number" Select
"Status" from the drop down list and Check
the "Primary" Checkbox Entered values are displayed
23 All the entered details are applied and Contact Points Page will
Click on "Apply" button appear
24 Click "Create' button under Email Addresses Create Email Address page is displayed
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Scenario Test Action
Step Step Role or Path Expected Results

section
25 Enter "Purpose", "Format", "Email","Status"
and Check the "Primary" Checkbox Entered values are displayed
26 All the entered details are applied and Contact Points Page will
Click on "Apply" button appear
28 Click on the "Close window" link at the top
right corner of the page The Customers Online page closes
29 Click in the "X" at the right top corner of the
active form to close the form Zoom form is closed
30 Navigate to Overview tab and click on it Contract details wil display
31 Click on 'Quick Note' Button Free Text field will be enabled to enter notes
32 Type the Note Details entered will appear
Click on 'Save Note' Button Note will be saved

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Open and Closed Issues For This Deliverable

Open Issues

ID Issue Resolution Responsibility Target Impact

Date Date

Closed Issues

ID Issue Resolution Responsibility Target Impact

Date Date

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Appendix

Unit test Results

Seq. Action/Test Type Expected Results Actual Result Failure Resolution

Defect Log

Defect ID Test Step Module Name Defect Description Resolution Re-Test By Re-Test Date Status
Number Referenc (open,
e closed, in
process)

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