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Here is an example of UAT test cases in excel format, you can share it with the customer in case some example of UAT test cases is required.

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The article provides a set of UAT (User Acceptance Testing) test case examples for the Pricefx application, a pricing management software. These test cases cover various functionalities such as creating new quotes and rebate agreements, verifying data in dashboards, recalculating margins and prices, and testing the workflow for quotes. The article outlines the steps to be followed in each test case and the expected results to be checked.

Info

You can download the Excel file with these sample UAT cases, here.

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Good to know: Lets outlines the criteria for creating UAT test cases for the Pricefx application:

  • Identification of test case, must be unique for every test case

  • The summary should be a brief description of what will be tested in the test case

  • The description should be detailed and include what will be tested, including detailed steps

  • The expected results should include a description of test result which should be observed after testing

  • The Pricefx Module identifies which module/ capability is tested in the test case

Pricefx Module Test Case Examples

Here is a sample of how this may look like. Please keep in mind this is merely a guideline for good practices and your testing sheet may very likely look differently, according to your requirements.

ID

Summary

Description

Expected Results

Pricefx Module

UAT_001

Create a new quote for existing customer

Verify that a new quote can be created in Pricefx application and after it is created, it is correctly visible in CRM system. Use the following guidelines to test the scenario:

  1. Login to CRM system as Sales Manager

  2. Select customer and check current quotes for the customer

  3. Login to Pricefx application as Sales Manager

  4. Create new quote for the customer which was selected in step 2, use usual valid parameters in Header of quote  and add several Items to the Quote before you press Submit

  5. Verify the quote was correctly submitted

  6. Check in Workflow tab that quote needs to be approved

  7. Verify the created quote is visible in CRM system

The following results should be checked in this scenario:

  1. New quote for the correct customer was created after step 4

  2. Workflow tab displays that quote needs to be approved after step 6

  3. New quote is correctly visible in CRM systém after step 7

Quote configurator

UAT_002

Verify data in Revenue and margin Dashboard

Verify that the correct data is visible in Revenue and margin Dashboard. Use the following guidelines to test the scenario:

  1. Login to Pricefx application as Country Manager

  2. Navigate to Revenue and margin Dashboards

  3. Select Business unit and Customer you want to test

  4. Display the Dashboard with tested parameters

  5. Select Date from and Date to

  6. select Time period

  7. Verify data in the Dashboard are correct for the selected customer and Time period based on data in CRM system

The following results should be checked in this scenario:

  1. Dashboard is correctly displayed in Pricefx application after step 7

  2. Data in the Dashboard is correct based on parameters used for filtering

  3. Data in the Dashboard are correct also based on data in CRM system

Dashboards

UAT_003

Verify LPG for country was correctly recalculated

Verify LPG was correctly recalculated after parameters were changed. Use the following guidelines to test the scenario:

  1. Login to Pricefx application as Pricing Analyst

  2. Choose product for test and verify its Margin in Country LPG

  3. Navigate to Master Data  > Product extensions > Cost and change the Cost for the tested product

  4. Go back to Country LPG and check the Margin again

  5. Re calculate the LPG

  6. Verify the Margin for the tested product was correctly changed after calculation was finished

The following results should be checked in this scenario:

  1. Cost of the product was correctly changed in step 3

  2. Margin for the product is the same after steps 2 and 4

  3. Margin for the product was correctly changed after step 6

Price builder

UAT_004

Verify "Price" was correctly calculated according to the correct formula

Verify Price calculation works correctly after parameters were changed. Use the following guidelines to test the scenario:

  1. Login to Pricefx application as Pricing Analyst

  2. Choose product you will test and verify its Price in PL

  3. Navigate to Master Data  > Product extensions > Cost

  4. Select tested product in Cost PP table

  5. Change  Cost to different value

  6. Select Price list (the same as in step 2)

  7. Click on Calculate and verify the calculation finished successfully and final Price was counted according to the correct formula

The following results should be checked in this scenario:

  1. Cost of the product was correctly changed in step 5

  2. Price for the product is the same after steps 2 and 6

  3. Price for the product was correctly changed and calculated according to the correct formula after step 7

Price builder

UAT_005

Verify Final Price is correctly displayed when Override parameter was used for country was correctly recalculated

Verify Final Price was not calculated when Override parameter was set Use the following guidelines to test the scenario:

  1. Login to Pricefx application as Pricing Analyst

  2. Choose product for test and verify its Final Price was already calculated in Country LPG

  3. Change Override parameter for the tested product

  4. Re calculate the LPG again

  5. Verify the Final Price for the tested product was correctly changed to the value in Override parameter

The following results should be checked in this scenario:

  1. Final Price  of the product was correctly calculated according to the correct formula in step 2

  2. Final Price for the product was correctly changed to Override value after step 5

Price builder

UAT_006

Verify workflow for quotes works correctly

Verify that a quote created by Sales Manager needs to be approved by Country Manager. Use the following guidelines to test the scenario:

  1. Login to CRM system as Sales Manager

  2. Select customer and check current quotes for the customer

  3. Login to Pricefx application as Sales Manager

  4. Create new quote for the customer which was selected in step 2, use valid parameters in Header and in Items before you press Submit

  5. Verify the quote was correctly submitted

  6. Verify it is not possible to Approve the quote by Sales Manager

  7. Login to Pricefx application as Country Manager

  8. Open the quote created in this test

  9. Approve the quote and verify it is now in Approved state

10. Verify the created quote is visible in CRM system as Approved

The following results should be checked in this scenario:

  1. New quote for the correct customer was created after step 4

  2. The quote can be approved by Country Manager in step 9

  3. The quote is correctly visible in CRM systém after step 10

Quote configurator

UAT_007

Verify correct data was uploaded to Datamart Sales Load

Verify correct data was uploaded to Datamart. Use the following guidelines to test the scenario:

  1. Login to Pricefx application as Pricing Analyst

  2. Go to Data manager and select Datal Loads

  3. Run the Data Load manually

  4. Verify the correct data was loaded to DM Sales Data

  5. Login to CRM system and verify the data is the same as in Datamart

The following results should be checked in this scenario:

  1. Data Load works correctly and date is correctly loaded to DM  after step 4

2.Data loaded to DM are correct according to  CRM system after step 5

Price analyzer

UAT_008

Create a new rebate agreement for existing customer

Verify that a new rebate agreement can be created in Pricefx application and after it is created, it is correctly visible in CRM system. Use the following guidelines to test the scenario:

  1. Login to CRM system as Sales Manager

  2. Select customer and check current rebates for the customer

  3. Login to Pricefx application as Sales Manager

  4. Create new rebate agreement for the customer which was selected in step 2, use usual valid parameters in Header of rebate agreement and add several Items to the rebate before you press Submit

  5. Verify the rebate agreement was correctly submitted

  6. Press Email agreement and send the notification to email address you can check later

  7. Verify the created rebate agreement is visible in CRM system

  8. Verify the rebate agreement was correctly sent to the correct email address

The following results should be checked in this scenario:

  1. New rebate agreement for the correct customer was created after step 4

  2. Rebate agreement is visible in CRM system after step 7

  3. Email with the rebate agreement was correctly sent and it is visible in the email inbox after step 8

Rebates