To easily view the number tickets per team, counts have been included in the filter dropdown on the Tickets screen. You can also easily filter down to the tickets for a team by clicking on the checkboxes.
View and manage all company product lists
A "Company Product Lists" screen has been added where you can see all the product lists for all companies in the system. Using this screen you can perform bulk operations on all the company lists such as importing, updating and deleting.
View and manage all customer product lists
A "Customer Product Lists" screen has been added where you can see all the product lists for all customers in the system. Using this screen you can perform bulk operations on all the customer lists such as importing, updating and deleting.
View and restore product category revisions
A "Revisions" tab has been added to the category screen where you can see all the edits that have been made to the category. You can also restore the category to one of these revisions by clicking the restore button on a revision. This allows you to quickly and easily roll back changes that may have been incorrect.
Quoting
Performance enhancements for large quotes and orders
Enhancements have been made to improve the speed for item operations during quote and order entry. These operations include: adding items, editing items, deleting items, and adding items from large product lists. These enhancements are currently in beta testing so please reach out to your account manager if you would like to try these updates out.
Payment
Short pay open invoices
Customers can now choose the amount they'd like to pay for open invoices in the customer portal. This feature must be enabled by turning on the global setting "Enable Short Pays". When it is enabled, an Amount to Pay column is displayed on the open invoices screen and the customer can fill in the amount to pay for each invoice. After they initiate the payment, the amount they've elected to pay will be part of the calculated payment amount.
Customers can now also leave comments on open invoices - this is available regardless if short pay is enabled. Clicking on the Toggle Comments icon displays a section where comments can be added. Multiple comments can be left on an invoice, with the most recent at the top. These comments are also visible in the Operations Portal on the invoice record, under Customer Comments, and include the customer username and a timestamp.
https://youtu.be/TgyxSEjjBpQ
Tickets
KOD-13264: Add publicFile Endpoints to Script Utils
Developers to test under Scripts in Operations Portal by "running" a script and then checking the logs in the Portal.
KOD-13168: Convert Gutenberg Content Page to PDF
Regression tests:
Make sure Gutenberg editor still works fine on all test sites and some live sites.
KOD-12942: Audit Which Screens Use Search and Switch to Use List
Please find all the tests listed in the sheet.
Test each screen that is listed. Make sure it works fine and data is not missing along with any other tests noted in the sheet.
In addition, throughly test order entry, quote entry, setting up job, managing pricing records on quotes and company addresses, extending a job, etc.
KOD-12910: Categories - Restore and Enlist Revisions
User should to be able to see the list of updates made on a Category and restore revisions from the Category -> Revisions tab. The functionality should be like on Products.
KOD-12789: Editing Punchout Carts After Submittal
Regression tests:
Use e-procurement system to login to Kodaris.
Add items to cart
Checkout with PunchOut
In e-procurement system find purchase order and click "Edit".
User has to be logged in as Customer, Cart page should be opened and items should be in the Cart
Add/delete items
Complete checkout with PunchOut
In case of issues with login for "edit" operation: find "punchOutRedirectURIForEditOperation" global setting and empty its value
KOD-12775: Enable Real Time Data Sync with ERP
Please find all the tests listed in the sheet.
KOD-12321: Employee - UX - Set Up Two-factor Authentication
You should have an Google Authenticator app installed on your phone.
Login to operations portal, enable MFA menu item should be present under user avatar dropdown by clicking on "enable MFA" modal should be shown.
Scan QR code with Google Authenticator app, confirm your account inside app and click enable
Success message should be shown.
Log out and try to login again. An error message should be shown.
Try to login and use security code from Google Authenticator app. You should be able to successfully log in.
Click on your avatar and now the disable MFA item should be available in menu.
Click on disable MFA after which a success message should be shown and MFA should be disabled. You can now try to login without security code.
KOD-12089: Short Pays on invoices for Payments
Test all the below on staging. If you receive an error while making a payment that is fine.
Test all the below on a live site too but be sure to ask which site to test the actual short pays on.
Short pay tests
To be tested in Customer portal => Open Invoices.
Setting to enable: enableShortPayments.
Short payments are disabled: (enableShortPayments => 0)
Case 1:
Make sure there is no Amount to Pay column available.
Case 2:
Select invoice to pay, click Make payment.
Dialog will be opened.
Amount to Pay is Total Amount - Total discount.
Payment is successful.
Short payments are enabled: (enableShortPayments => 1)
Case 3:
Make sure that Amount to Pay column:
is available in the table.
contains input field.
Case 4:
Pick any open invoice.
Provide an amount to pay (will be saved on blur).
Make sure it’s saved.
Case 5:
Select invoice from Case 4, press Make payment.
Dialog will be opened.
Amount to Pay is the amount provided in Amount to Pay.
Total discount is shown as Total Amount - Amount to Pay.
Payment is successful.
Amount to pay is cleared out.
Case 6:
Select any invoice where Amount to pay is not provided.
Result should be as in Case 2: #2 and #3.
Open Invoice notes:
Case 7:
Comments icon is in the pinned column to the right.
Make sure comments icon does not depend on enableShortPayments setting - it’s always available.
Case 8:
For any invoice, press the comments icon.
Observe the comments panel opened on the right.
Make sure that:
Panel title is invoice number.
Add comment field is on the top of the comments list.
Comments are sorted from newest to oldest by creation date
Case 9:
Open comments panels for several different invoices by clicking on notes icon.
Make sure the comments panel shows comments for the invoice you’ve clicked on.
Case 10:
For any invoice, open comments panel.
Add a comment.
Make sure that:
Newly added comment is placed on the top of the comments list.
Newly added comment was saved.
Test sorting, filtering and searching on all the customer portal screens.
KOD-9710: Schedule Emails & Set Reminders in CRM
KOD-9272: Timeout when Adding Large Product Lists
Test speed of adding items to Quote/Order:
Start 2 new quotes for the same Company
Chose Product list to test with with a significant amount of products in it (for items > 20 - result should be noticeable, but better to test with >= 100 product in the list)
Go to Quote 1 -> Items tab. "Add item from a list" -> chose list -> Select all -> Add; Note the time of operation (could be a timeout as well)
Go to System > Settings, find "bulkAddOrderItemsInParallel" setting and turn it on (value = 1)
Go to Quote 2 -> Items tab. "Add item from a list" -> chose THE SAME list -> Select all -> Add; Note the time of operation.
Compare timing of items add to Quote 1 vs Quote 2
Select a couple of items in Quote 1 and Quote 2 (same code), compare item line pricing in both quotes - should be the same
Note: lines ordering will be different in quotes
KOD-13376: Convictional - Update Direct Order takenby / Origin Codes
KOD-13441: Migrate More Site to EDI Endpoint for Lockbox Files
After deployment, download a payment export from the *Web Dashboard* interface. (The old interface). Ensure there are no errors. If payments are in the export, check the ERP Settings for the payment, and make sure a "Last Synced to ERP" setting is present.
KOD-13464: Convictional - UX for Order Status Updates
Case 1:
Go Order Details => Custom fields, find vendorOrderData setting or any other setting that contains json.
Open preview with cmd+P.
Make sure the preview is formatted, not just a string.
KOD-13461: Select If Comment is Printed on Order or Not
KOD-13549: Released to ERP not Auto Printing Delivery Doc
KOD-13638: Update Method for Syncing Data from External Systems
Try to create Ticket from:
CompanyAddress,Company,Lead,Order,Quote,Ticket
can use UI or Swagger.
Fields for validation can be such as ticketType, priority, status, type. Can set up use global settings ticketPriorities, ticketStatuses, ticketTicketTypes, ticketTypes
Make sure field validation is turned on. To do this, you can send a request from Swagger with invalid fields. An example in the comments.
Company Address, Company Lead, Order, Quote, Tickets
KOD-13640: Portal>Orders>Search - Make Exists/Does Not Exists Filter Dropdowns Work under Transaction Type
Go to Orders -> Search
Apply Exists / Does not exist filters to Transaction Type column. Ensure they work as expected.
Also test Exists / Does not exist filters on other columns, which have another data type. For instance, Customer Files. Ensure filters works as expected.
KOD-13647: Make Document DB Document Endpoints Available from Server Side Scripts and Templates
KOD-13659: UX to Support Credit Card Payment on Guest Checkout and All Default Templates
Regression tests:
While doing this be sure to have your console open and watch for errors - if there are errors report them.
On a staging site and live site, test checkout out as guest user. Make sure no credit card payment option is available.
On a staging site and live site, test going through checkout as a logged in user who has access to place order with card. Make sure the choose existing card and vault card checkbox works fine.
On a staging site and live site, test checking out with PO.
Feature tests - test on a staging site, not on live.
While doing this be sure to have your console open and watch for errors - if there are errors report them.
Enable guest checkout with card.
Go to the storefront as a guest.
Proceed to Cart payments screen.
Make sure there is "Pay with credit card" option available.
Choose existing card should not be an option.
Save card for later should not appear.
KOD-13678: UX for New Company Product Lists Global Screen
Under Customers nav item go to Company Product Lists screen.
Test updating and deleting a list.
KOD-13677: Add Company Product Lists Global Screen
KOD-13679: Add Customer Products Lists Global Screen
KOD-13680: UX for New Customer Lists Global Screen
Under Customers nav item go to Customer Product Lists screen.
Test updating and deleting the product list.
KOD-13687: Add changeBillingAddress Endpoint to System Order API
