Periodic Test Paths

Test path - Smart Periodic Charges and Services

Scope

This test checks that

Periodic Charges and Services can be set up to reflect various requirements.
Jobs and charges are generated at the right time with the correct pricing.
Holiday surcharges are applied correctly.

System requirements

A standard Smart installation is required. If possible, a test database should be used. If this is not possible, please confirm that Smart technical support is available before proceeding.

The tester must have Administrator or Accounts access.

Preparation

On the Periodic Charges or Periodic Services lists, press the Generate Periodics button to generate all pending Periodics.
Make a list of Service Types (e.g. Patrols, Maintenance) which are used when setting up Periodics on your system.
Make a list of Frequencies (e.g. Fortnightly, Quarterly, Monthly Same Day) which are used when setting up Periodics on your system.
Create a public holiday (select \Maintenance \Smart Setup \Public Holidays from the Main Menu).
Using a piece of ruled paper or a spreadsheet, create a matrix of different job combinations to be tested, similar to the following. Create as many different combinations as you can think of, but stick to those that are likely to be used in your business..

Service Type	Service Code	Frequency	Has Public Holiday?	Commences/Terminates in period?	Suspended in Period?	Service or Charge?
Maintenance	PM	Quarterly				S
Maintenance	CLN	Fortnightly	Yes			S
Monitoring	MM	Monthly, same day		Yes		C
Patrols	CP	Weekly			Yes	S

Create a periodic service or charge for each line of the matrix.

Select different customers, divisions, and services wherever possible.
Select a Next Due date which is earlier than today's date.
Select dates for Cover Period ... to which will include a public holiday for some Periodics and not for others.
For Patrols, include values for either the Simple or Advanced type of patrols, whichever you normally use.

Using the Print One button on the list of Periodic Charges or Services, print each of the Periodics you have created.
For those Periodics which include Public Holidays or are commenced, terminated, or suspended during the time of the Periodic, calculate the expected pricing and write this on the printed Periodic.
Print any pending invoices.

Testing

Action	Expected Outcome
Press the Generate Periodics button on the list of Periodic Services or Charges. Leave the default settings as they are and press OK.	At least one job or charge is generated for each Periodic Charge or Service listed in the matrix (above).
Review the Service Details (Service Details tab of Job Details window). For Patrols, press the More Details button on the Service Details tab.	The information entered in the Invoice Detail tab of the Periodic Details window (unless Don't print above details on invoice is checked) appear in the Job or Charge's Service Details field. The start and end date of the period covered is shown. Dates are shown for any suspensions, terminations, commencements, or public holidays.
Review customer and contractor pricing for each generated Service or Charge	Pricing should agree with the calculated pricing on the matrix (above).
Press the Periodic Charge Details .. button on the Accounts tab.	The Periodic Charge or Service details window appears. The dates for the Charge or Service have been rolled forward.
Record the job numbers of the generated jobs or charges. In the Prepare items for invoicing window, mark these jobs and charges 'invoice now' Print new invoices.	All the generated charges and services appear on invoices. Descriptions and prices are shown correctly.