Lease Device End to End Testing

4 min

This is guide of end to end testing for lease and equipment analysis including the prerequisites. This was tested in build 24.3.0206.126.

Create Customer

  1. Go to Sales A/R > Maintenace > Customer then click New button.

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  1. Fill in all the required fields then click Find Duplicates button

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  1. Click Add button

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  1. Fill in the Freight Term (Entity tab) and Terms (Customer > Detail tab)

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  1. Click Save.

Note: Take note of Entity No.

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Create New Customer Consumption Site

  1. Go to Tank Management > Maintenance > Consumption Site then click New

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  1. Filter Entity No then click Open Selected

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  1. Go to Site Action then select Add Site option. Fill in all the required fields then Save

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Create New Company-Owned Device

  1. Go to Tank Management > Maintenance > Devices then click New button

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  1. Fill in all required fields then click Save.

Note: Take Note of Serial Number.

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Attach Company-Owned Device in Customer Consumption Site

  1. Go to Tank Management > Maintenance > Consumption Site. Select the Customer then click Open Selected

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  1. Go to Attach Device then select Attach Company-Owned option

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  1. Filter Serial No created above then click Open Selected

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  1. Company-Owned Device attached should be in Devices tab

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Add Lease to Company-Owned Device

  1. From Devices tab in Customer Consumption Site, select the Company-Owned Device attached then click Open button.

Note: Attaching of Company-Owned Device should be automatically saved upon opening of Device.

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  1. In Device screen, click Lease button to open Lease screen

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  1. Fill in the following then click Save

Note: Lease No field should auto-populate

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  1. Go to Device tab then check if Serial Number is the same as Device attached in Customer Consumption Site

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  1. Close Lease screen and verify if Lease No is indicated in Device screen

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Generate Lease Billing Invoice

  1. Go to Tank Management > Activities > Lease menu then Go to Lease Billing button

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  1. Fill in the respective filter then click Search

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  1. Select the customer then click Generate Invoice

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  1. Click OK then selected customer will be removed from the grid.

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Post Lease Billing Invoice

  1. Go to Sales A/R > Activities > Invoice then filter generated invoice using Customer No.

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  1. Select customer then click Open Selected button

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  1. Post Invoice

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Equipment Usage Analysis

  1. Go to Tank Management > Activities > Lease then click Equipment Usage Analysis

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  1. Filter Sales Date Range for the current week then click Generate button

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  1. Filter using Customer No of customer

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