Overview
This is a step-by-step guide for service providers who are are newly subscribed to the Payment Extensions feature that enables service providers to alter the payment terms on a single invoice.
Following this acceptance testing plan will assist you verify that Emersion have correctly enabled the module for your retail service provider account.
This module is available with wholesale service provider accounts.
Step-by-Step Guide
Validate that a payment extension can be applied.
Step 1: Confirm User Access
Go to the Manage Invoice page of an approved invoice.
Invoices can be found using one of two paths.
Invoice List | Navigation Path |
|---|---|
| Global Invoice List | Finance > Accounts Receivable > Invoice List Use the search to find the invoice. Click on the Manage Invoice button to open it. |
| Customer Invoice List | Customers > Customer List Use the search to find the customer's account. Go to the Invoice tab. Use the search to find the invoice. Click on the Manage Invoice button to open it. |
On the Manage Invoice page, look for the action buttons on the right.
If the user sees a Grant a Payment Extension button, the test has passed.
Step 2: Confirm the Report is Available
Verify that the report has been mapped to your service provider account.
Go to Reports > List
Ensure that all the feature's reports from the feature's home page is in the list.
Step 3: Confirm the Event Type is Available
Go to Events > Mapping
Each event type from the Payment Extensions home page needs to be mapped to your service provider account. There needs to be one mapping per account profile for each event.
The table below guides the user in the number of mappings they should expect to see based on the number of events and account profiles.
| Events | No of account profiles | Total expected number of mappings |
|---|---|---|
| 1 | 1 | 1 |
| 2 | 2 | 4 |
| 3 | 2 | 6 |
| 3 | 3 | 9 |
| 4 | 3 | 12 |
If all events are mapped to all profiles, this test has passed.