KFS Final QA Test Suite

Module Standup

Configuration has been defined and validated, and it appears to be working properly.
- Parameters
  - Do the parameters in DEV or TEST match with REF?
    - Ron needs Dan Clark's help for this.
- Maintenance Values (see exceptions below)
  - Some values exist in REF and some still exist in templates (Data Conversion Team KFS_SOURCE_OF_DATA.xlsx)
    NOTE: If there is a "Y" the values are pulled from REF and put back into a template.
Workflow and User Access has been validated.
- This means that we have verified that a person assigned to a particular role receives the appropriate workflow requests, and has the appropriate access to KFS & docs.
- This does NOT mean that the people who are assigned to these roles are the ultimate individuals who will have the role (in other words, we did NOT define the specific individuals who will be in those roles).
Batch processes for the modules are functioning properly.
- Primarily Sherry
Customizations that were available in Dev by 1/14 have been validated and are either in Test or are ready to migrate to Test.
Data Conversion that was complete and available in Dev by 1/14 has been validated.
All customizations have been identified and are listed on one of the Customizations HQ pages.

Smoke Tests

"Smoke test" a (non-production) environment after rebuild or refresh

Basic

This will tell you if KFS and Cynergy are working
Main Menu > Transactions > Financial Processing > Distribution of Income and Expense
Description = "test edoc"
under 'From' click "Add"
Account = "G254700"
Object = "6100"
Amount = "50.00"
under 'To' click "Add"
Account = "G254200"
Object = "6100"
Amount = "50.00"
click "Save"
click "Submit"
Backdoor log in as the Approver for the edoc you just created: "rmy1"
click "Action List"
click on the edoc you created
click "Approve"

Identity (Sarah)

Add a person to a Role
Search for a person by Role
Change Role to Inactive

Chart of Accounts (Dave & Shelley)

Beginning balances on operating accounts are correct
Monthly activity is correct (all available months)
A&L account mapping is correct
A&L account beginning balances are correct
- These first 4 Dave uses Brio queries so he would probably need to continue
Account Roles (Fiscal Officer,Account Supervisor, Account Manager)
- Could be automated may already have scenario
Org structure
- Could be automated, but Dave would need to verify the amounts
Sub Fund and Higher Ed Function tables
- Could be automated, but Dave would need to verify the amounts
Validate Maintenance e-docs
Validate Account, Sub-Account, Sub-Object Code e-docs
Check route log
Check action list
Check Accounts for sufficient data: Fiscal Officer, Account Supervisor, Account Manager
- Could be automated may already have scenario (see above too)
  NOTE: Shelley is working with Sarah to get the roles worked out (ex. Account Delegate & Org Reviewer)

Financial Processing (Sherry)

User access for non-employees
Use e-docs to create transactions
- Advance Deposits - to ensure the bank parameters came in correctly
- Internal Billing - send it through for approval (that is where the backdoor comes in
- JV - checks on the roles (again backdoor in)
Backdoor in and approve transactions
Note: Create e-docs that will support smoke testing for Capital Assets and Contracts and Grants

Financial Processing (Cathy)

Does the calendar widget work?
- Doc search: does it default to today when I just hit search
- Can I use the calendar wizard to select docs prepared by date
- Verify that docs before the refresh are gone
Use e-docs to create transactions?
- Disbursement Voucher, can I select an employee to pay?
- Is the bank showing?
- Save a doc and make sure pending entries are created
- Transfer of Funds looking at Transfer object rules, MT subtype and TN subtype
Backdoor in and approve transactions
- Select accounts by Fiscal Officer
- Then Back Door as Fiscal Officer

PURAP (Susan)

Validate values for all PURAP and PDP maintenance values
Create a Requisition for an APO, run it through Payment Request
Try saving a Requisition with bad data, like phone number, and get an error message
- Search for the Requisition and see if you get the error message in your Search Results
Create a Requisition for a non-apo run it through PDP (as far as you can)
(In our testplan, we will indicate the Scenarios that are part of the "smoke" test to include those above as specific tests)
Note: Create e-docs that will support smoke testing for Capital Assets and Contracts and Grants

Labor Distribution (Greg)

Validation requires data being loaded (Venky)
- Replicated the data to represent the 12 periods
- Added benefits rows
- Changed the flat $100 salary to some random number
- Random numbers used for benefits
Create Salary Expense Transfer (Bob)

Capital Assets (Rina)

Validate the maintenance values for the module have been set up as per https://confluence.cornell.edu/x/jhYUBw
Validate CA Module parameters related to batch jobs
Validate Capital Asset Builder GL Transactions (coordinate to ensure Financial Transactions have occurred in advance)
Validate Capital Asset Builder AP Transactions edoc (coordinate to ensure Capital Assets have been purchased in advance)
Validate actions on an existing asset
Validate conversion of asset data
Validate permission, work flow and roles

Contracts and Grants (Rina)

Validate maintenance values for the module.
Validate conversion of proposals and awards
Validate manual creation of proposals
Validate manual creation of awards

Effort Certification (Rina)

Validate the maintenance values for the module have been set up as per https://confluence.cornell.edu/x/eQEUBw
Validate EC Module parameters related to batch jobs
Run EC Extract Batch Job (using sjc37 for running batch jobs)
Validate `Effort Certification Extract Build' report
Run EC Create Batch Job (using sjc37 for running batch jobs)
Validate Effort Certification edocs created
Validate approval of Effort Certification
Validate permission, workflow and roles

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