Testing
Sample approach for Red Line Tests
- Test of login
- Creation and modification of all relevant master data
- Test of booking scenarios
- Complete invoice run
- Reports > creation of Order Report
- Reports > creation of Break Utilisation report with all available output formats
- Reports > Reports Booking > creation of Nielsen reports
- CRM > Controlling > creation of FairShare report
- CRM > Contracts > creation and modification of contracts
- Open Forecast or Roadmap (depending on client). Display the data and export them.
- CRM > CRM-Cockpit > search of contacts in Contact Management, creation of appointments in the schedule, creation and modification of mailing lists
- Admin > Reorganisation > run several reorgs, creation of new reorgs and jobs
- Interfaces > AsRun import, schedule import, price import, reach import (if import files are available)
Booking scenarios/ Cockpit
Client tree
| Action | Expected result |
|---|---|
| Open the cockpit. |
The agency tab in the client tree on the left hand side is active by default. The orders are grouped by agency. |
| Switch to the client tab in the client tree. |
The orders are grouped by advertisers. |
| Switch to the campaign tab. |
Only campaigns that own TV placements that are in a bookable state are displayed. |
| Enter an order number in the left search field and push the Enter-key. |
The client tree is filtered for the order matching the search. |
| Enter the name of an advertiser (if necessary with wildcard *) and push the Enter-key. |
The client tree is filtered for the orders of matching advertiser(s) and product(s). |
| Enter the name of a product (if necessary with wildcard *) and push the Enter-key. |
The client tree is filtered for the orders of matching advertiser(s) and product(s). |
| Enter the name of a medium in the middle search field and push the Enter-key. |
The client tree is filtered for suborders connected to a media combi containing the medium that was searched for. |
| Enter a different year in the search field on the right and push the Enter-key. |
Only orders valid in the entered year are displayed in the client tree. Date from/ to in the filter mask are adjusted to 1.1. - 31.12. of the entered year. |
| Click on tab "Optimizer". |
The tab is highlighted and the icons of the available views are displayed. |
| Open each view except for "Grid" view (2nd from the left). | All views can be opened. |
| Select a suborder and display the breaks for each view except for "Grid" view. | Breaks are displayed in all views. |
Booking
| Action | Expected result |
|---|---|
| Select a suborder in the client tree. |
The suborder was selected and its data are applied to the filter mask. |
| Enter fantasy dates in fields Date from/to and press the Enter key. | The dates are reset to 1.1. - 31.12. of the selected year. |
| Enter fantasy times in fields Time from/to and press the Enter key. | The times are set to reasonable times. |
| Filter by break type and display all breaks. | Only breaks of the filtered break type are displayed. |
| Filter by break coding and display all breaks. | Only breaks matching the entered coding are displayed. |
| Reset the restrictions and display all breaks. | All breaks for the selected time range are displayed. Breaks that are not bookable for the suborder are marked with a prohibition sign. Reasons for the prohibition sign might be exclusion violations, validities, restriction on certain break types for the suborder, overbooked breaks, too little spare time in the break for the selected spot length. |
| Display the available breaks. |
The available breaks for the suborder are displayed. The prohibited breaks are hidden. |
| Select a break and push the Booking-button. |
The spot was booked. Attention: in regular mode, admin users are not allowed to book. Therefore you need to test this with a user of a different function and suitable profiles. |
| Book spots > without product > with product & without material > with product & material |
The spots were booked. |
| Enter a number of spots in field "spots" and press the Enter key. | The entered number of spots is selected randomly. |
| Book the spots. |
The spots were booked. Please note: the view will automatically be refreshed if you book more than 10 spots. If 10 spots or less are booked, the view will not be refreshed and the booked breaks will be marked (with S for suborder booked, SP for suborder + product booked, SPM for suborder + product + material booked). |
| Enter a new number in the spots-field and press the Enter key. |
The new number of spots is selected in addition to the already selected ones. |
| Book the spots and confirm the message. | The spots were booked. |
| Enter a budget next to the currency sign button and press the Enter key or the currency sign button. | Spots are selected randomly until the budget limit is reached. |
| Book the spots. |
The spots were booked. |
| Set various filters and display the available breaks. Filters would be e.g. > media > break group > time |
Correct breaks are displayed referring to the selected filter criteria. |
| Select some breaks and book the spots. |
The spots were booked. |
| Enter a spot length in this format: x+y (e.g. 20+5), press the Enter key, select breaks and book. | The spots were booked. |
| Switch to Rebook and display the spots. |
The spots are booked with a length of 20+5. The total length is displayed next to the length field. |
| Switch back to the Optimizer, display the breaks and enter a spot length in this format: x*y (e.g. 3*5). Press the enter key, select a break and book. | The spots were booked. |
| Switch to Rebook and display the spots. |
x spots of length y (e.g. 3 spots of 5 sec.) were booked into the same break. |
| Click on "New". | Booking confirmations for the booking transactions of the current session are created. Afterwards the session is closed and a new one is started. |
| Switch back to the Optimizer display the breaks and open the context menu on a break without selecting it. |
The context menu is opened. It contains the options
|
| Test all of the options. |
|
| Select a break and display the context menu. | The context menu is opened. It contains the options
|
| Test all of the options. |
|
| Open the context in the headline area of the table. | The context menu for column configuration is displayed. |
| Select and unselect items and submit. | The table is refreshed with the new column configuration. |
| Order the table by column through clicking on the column headlines. | The table is orderd ascending resp. descending by the respective column. |
Rebooking
| Action | Expected result |
|---|---|
|
Attention: in regular mode, admin users are not allowed to book, cancel or rebook. Therefore you need to test this with a user of a different function and suitable profiles. |
|
| Switch to tab "Rebook" and select a suborder. | The suborder was selected and its data are applied to the filter mask. |
| Display the bookings. | The bookings are displayed. |
| Select a spot and cancel it. | The spot was cancelled. Please note: if the red X for cancellation is not visible, the user has either not the rights to cancel the spot or the spot has already been broadcasted. |
| Select a spot, select a different product and push the Rebook-button. |
The spot was booked on the new product. Its length didn't change. |
| Select a spot, select a different material and push the Rebook-button. |
The spot was booked on the new material. Its length was adjusted to the one of the material. |
| Select the spot, select <No Material> and rebook it. |
The material was removed from the spot. Its length didn't change. |
| Select the spot and rebook it on a material of a different length. |
The spot was rebooked and its length was adjusted. |
| Select the spot, select <No Product> and rebook it. |
Both product and material were removed from the spot. Its length didn't change. |
| Select a spot, select a suborder of a different client and push the Rebook-button. |
Info messages: > change of client > change of order > change of suborder > possibly: change of order type |
| Cancel any of the messages. |
The transaction is cancelled and the spot wasn't rebooked. |
| Rebook again and confirm the messages. |
The spot was rebooked on the new suborder. Product and material are reset to <no restriction>. |
| Select a spot without material and select the length-field. |
The field becomes editable. |
| Enter a different length in the length-field and push the Enter-key. |
The new length is applied to the field. |
| Rebook the spot. | Info message: change of length. |
| Rebook the spot to a tandem (length e.g. 20+5). |
The spot was booked to a tandem. Header and reminder have not been separated yet. |
| Rebook the tandem to a product. |
The tandem was rebooked. |
| Rebook the tandem to a material. |
Rebooking failed. It is not allowed to rebook unsplit tandems on a material. |
| Rebook the tandem to an OTC-product. Hint: OTC (over the counter) means the product or material is connected to closing credits ("Abspann" in German) which are free of charge. Prescription-free medicines are connected to closing credits which make the watchers aware of reading the signature or contacting a doctor or pharmacist in case of undesirable side effects. |
Rebooking failed. It is not allowed to rebook unsplit tandems on an OTC-product. |
| Select the spot, open the context menu and select option "Split couples". | The tandem was split into header and reminder. The headers is marked with a "+" sign after its length and the reminder is marked with a "+" sign before its length. |
| Select the header and rebook it to a different product. |
Only the header was rebooked to a different product. |
| Select the reminder and rebook it to another different product. |
Only the reminder was rebooked to a different product. |
| Select the reminder and rebook it to a material. |
The reminder was rebooked to a material. |
| Select the header and rebook it to a material. |
The header was rebooked to a material. |
| Select the header and rebook it to a different suborder of the same order. |
The header was rebooked. |
| Select the reminder and rebook it to a different suborder of the same order. |
The reminder was rebooked. |
| Select the header and rebook it to a suborder of a different client. |
The header was rebooked. |
| Select the reminder and rebook it to a suborder of a different client. |
The reminder was rebooked. |
| Cancel the header. |
Cancellation failed. Error: Reminder without main spot is not allowed. |
| Cancel the reminder. |
The reminder was cancelled. The header is still marked as tandem. |
| Select the header, open the context menu and select "Undo tandems". | The tandem mark was removed (currently only visible after refreshing the view). |
| Don't change the suborder selection and push "Display Day". | The bookings of all suborders and channels are displayed. The currently displayed day is highlighted orange and the "Display Day"-button now shows a green arrow. |
| Push "Display Day" once more. |
The bookings on the following day are displayed. The date is still highlighted and the arrow is visible on the button. |
| Push "No Materials". | Only bookings without material are displayed for the selected date range. |
| Select a spot and push "Apply". | The order data of the selected spot are applied to the mask. |
| Select a material and push the lock-button next to the material selection. | A pop up for selecting the material is opened. |
| Select the material and confirm with "apply". | The pop up is closed. |
| Open the material selection. |
The locked material is removed from the selection. |
| Go to Master Data > Materials > Materials and verify that the material is locked. |
The material is locked. |
| Go back to Rebook and click on the suborder link. | The current suborder selection is reset to <no restriction> and a pop up with the suborders available for the currently selected order is opened. Locked suborders are displayed in light grey font. |
| Select at least 1 suborder and apply. |
The pop up is closed and the number of selected suborders is displayed next to the link. |
| Now select a different order in the client tree. |
The suborder selection is reset. |
Documents
| Action | Expected result |
|---|---|
| Open the Documents tab. | The input mask is displayed. |
| Click on the headline in the client tree (client view, agency view or campaign view). | The client- and order-related fields in the input mask are reset to <No Restriction>. |
| Select the output settings. | The output settings can be selected. |
| Create the Pre Telecast. | Documents for all clients with bookings in the selected time range are created. The output settings were observed (e.g. output per order --> 1 document for each order is created). |
| Verify that a zip file with all documents is created aswell. | The zip file was created. |
| Create the Screening Certificates. | If the selected time range is in the current month or in the future, the system resets it automatically to the previous month and creates the documents. |
| Verify that a zip file with all documents is created aswell. | The zip file was created. |
| Create the EDI-Program schedule. | It is only possible to create the EDI-Program schedule if exactly 1 medium is selected. |
| Select exactly 1 medium and create the program schedule. | The EDI file was created. |
| Repeat the previous 2 steps for the EDI-price schedule. | The file is created if exactly 1 medium is selected. |
Booking
Day Scheduling
| Action | Expected result |
|---|---|
| Open Day Scheduling and display the day. | The day is displayed. |
| Click on the folder-button. | All breaks are opened and the booked spots become visible. |
| Push the folder-button again. | All breaks are closed and the spots are hidden. |
| Select a break and book a spot. | The spot was booked. |
Price Rebooking
| Action | Expected result |
|---|---|
| Open the module and display the bookings. | The bookings are displayed. |
| Push the Selected-button. | All spots except for those with a prohibition sign are selected. |
| Push the Selected-button again. | All spots are unselected. |
| Push the Edit-button. | The prices of all of the spots are displayed in edit mode. |
| Enter a new price for a regular spot (non-fixed price) and save. | The spot was rebooked on the new price. |
| Enter a new price for a fixed price spot and save. | The spot wasn't rebooked, the price didn't change. |
| Push the Stop Edit-button. | The edit mode is closed. |
| Select a spot and push the button "fixed price 0". | The spot was rebooked to 0 €. |
Breaks
| Action | Expected result |
|---|---|
| Open the Break Editor, reset the break group selection to "no restriction" and display the breaks. | The breaks are displayed without restriction on break groups. |
| Select a break group and display the breaks. | Only breaks belonging to the selected break group are displayed. |
| Push the Excel-button. | The breaks are exported to an Excel-file. |
| Select a break. | The break was selected. |
| Push the Select all-button. | The selection is inverted. |
| Push the Lock-button. | All selected breaks are locked. |
Detailed Planning
| Action | Expected result |
|---|---|
| Display the breaks via Show day-button. | The breaks are displayed. |
| Push the folder-button. | All breaks are opened and the booked spots become visible. |
|
Push the folder-button again. |
All breaks are closed and the booked spots are hidden. |
| Select a break and book a spot. | The spot was booked. |
| Click on the bold break coding. | The break is opened and the booked spots are displayed. |
| Click on the green arrow left from a spot and drag and drop it to a different matching break. | The spot was moved to a different break. |
| Drag and drop the spot to a break that doesn't match (e.g. to a booked single spot container). | Rebooking failed. |
| Move the spot to a different position in the break. This can happen via drag and drop or the little arrows on the right. | The spot was moved to a different position. |
| Save the positions in the break via floppy button on the right. | All positions in the break were saved. |
| Open all breaks and then open the edit mode of a spot via folder button in the row. | The spot is displayed in edit mode. |
| Enter a different length and price and save. | The spot was saved with a different length and price. |
| Close the edit mode by clicking on the little X in the row. | The edit mode is closed. |
| Cancel the spot via the red X and confirm the prompts. | The spot was cancelled. |
Broadcast
| Action | Expected result |
|---|---|
Invoice run
| Action | Expected result | Remark |
|---|---|---|
|
Run the Discount Recalculation Reorg. It is located in Invoice > General > Discount Recalculation. |
The reorg finished and the new discounts are applied to the suborders/ placements. |
In some environments the reorg is located in Admin > Reorganization > Discount Recalculation and not in the Invoice module. |
| Run the Invoice in Advance for the upcoming (next) month in real mode. The invoice run needs to be done for all available preliminary days (column In-Advance Invoice > 0) in the invoice settings. |
Invoices were created. |
Attention on the preliminary invoice day and the invoice date. Example: if invoice date = 1st of current month and preliminary day = 10 there won't be invoices found for the upcoming month. If invoice date = 25th of current month and preliminary day = 10, invoices will be found for (sub)order with the respective invoice settings. |
| Do the Final invoice run in real mode for the current month. | Invoices were created. |
|
| Do the Package invoice run in real mode for the current month. | Invoices were created. |
|
| Do the GRP invoice run in real mode for the current month. | Invoices were created. |
Please note: not all clients use GRP invoicing! |
| Do the Collective Invoice run in real mode for the current month. | Invoices were created. |
Please note: not all clients use collective invoicing! |
| Do the Monthly Confirmation in real mode. | The run finishes without errors. |
|
| Do the Discount run in real mode. | Invoices resp. credit notes for the discount changes were created. | |
| Cancel different invoices in test and real mode. | The selected invoices were cancelled. | Discount corrections cannot be cancelled! |
| Go to Invoice > Reports > Comparison and start the comparison for the current month. | The comparison should return a difference of 0,00€ if all spots and packages were invoiced correctly. |
If there's a difference you need to search for the reason for that. Maybe the respective invoice recipients don't have a debtor number which is a likely reason for invoice runs not being able to invoice spots/ packages. In some cases the discount for the respective suborder is set to 100%. |
| Go to Invoice > Export > SAP-Export and start the export of the invoices. | Export files were created. | The export files differ from client to client! RTL2 uses its own exports (S2, S24, D5). |
Reports
Order report
| Action | Expected result |
|---|---|
| Go to Reports > Order-Report. | The input form is displayed. |
| Run the report without any restrictions or grouping options. Please note: the progress bar is only displayed in environments ending on ".cataneo.de". |
3 files are created. |
| Open the xls-file. | The file only contains general information about the value of the booked spots. |
| Run the report using the Excel-button. | 2 files are created. |
| Open the xls-file. | The file is opened. It doesn't use any stylesheet. |
| Open the grouping options. | The grouping options are displayed in a pop up. |
| Click on several options. | The selected options are applied to the report form. |
| Click on "Apply". | The grouping options are applied. |
| Enter a name for the new selection. | The name could be entered. |
| Save the selection and confirm the message. | The selection was saved. |
| Open the selection overview. | The selection overview is displayed in a pop up. It contains the new selection aswell. |
| Select a different selection and apply it. | The report mask is updated with the filters saved to the selection. |
Break Utilisation
| Action | Expected result |
|---|---|
| Go to Reports > Break Utilisation. | The report mask is displayed. |
| Run the report with different output formats and options. | The reports are generated according to the selected output formats and options. |
CRM
Contracts
Commitments
| Action | Expected result |
|---|---|
| Open the commitment overview. | The commitment overview is displayed. |
| Create a new record. | A new empty record is opened. |
| Enter a name for the commitment and save. | Error: dateTo must be set. |
| Enter a dateTo and save. | Error: dateFrom must be set. |
| Enter a dateFrom that is after dateTo and save. | Error: dateFrom must be before dateTo. |
| Enter a dateFrom that is before dateTo and save. | The commitment was saved. |
| Open the order selection. | The order selection is opened. |
| Select an order and save. | The order was saved to the commitment. |
| Enter a comment with special characters in the comment field and save. | The comment was saved. |
| Push special action "Create Report". | The report wasn't created because there isn't an active commitment level. |
| Create a commitment level via special action "Create CMT-level". | A new CMT-level is displayed in the vector. |
| Open the CMT-level. | The record is opened. |
| Push special action "Activate". | The active flag is set in the respective checkbox. |
| Refresh the record. | The active flag is still set. |
| Enter a target volume and save. | The target volume was saved. |
| Switch to tab "Cash Discount Definition" and select a CashDiscount. | The discount was selected. |
| Enter a discount rate and save. | The discount was saved. |
| Switch to tab "Bonus Definition" and select a discount. | The discount was selected. |
| Enter a discount rate and save. | The discount was saved. |
| Return to the commitment and push special action "Create Report". | The report is displayed in a pop up. It contains the data of the active commitment level, the comment and the actuals and claims of the connected order(s). |
| Open the suborder overview (special action with bar graph) if available. | The suborder overview is displayed in a pop up. |
| Enter a limit of at least 4 digits for several suborders and confirm with Enter. | The limits were saved correctly. |
| Close the pop up. | The pop up was closed. |
| Create a PH (LAS) via special action. | A new PH record was created and is visible in the vector in the PH tab. |
| Open the PH and create a PH-level via special action. | A new PH-level was created. |
| Open the PH-level, fill all mandatory fields and save. | The record was saved. |
| Create PH performance values via special action. | Records for the performance values were created. The number of records depends on the temporary basis of the PH-level (year, quarterly, monthly). |
| Open the performance values, enter values and save. | Performance values were edited. |
| Create the PH report. | The report is displayed in a pop up. Additionally the report is attached as Excel file. |
Corner position
| Action | Expected result |
|---|---|
| Open the corner position overview. | The overview is displayed. |
| Create a new record. | A new empty record is opened. |
| Enter a name and save. | Error: mandatory field From must be filled. |
| Enter a date in field From and save. | Error: mandatory field To must be filled. |
| Enter a date in field To and save. | Error: The following mandatory fields were not filled in: Media, Suborders, RateTypes, Categories. |
| Enter all mandatory data and save. | The record was saved. |
| Enter a percentage for the target, select the positions that are to be considered by the calculation and save. | The record was saved. |
| Run the reorg via special action. | The corner position was reorganized. |
| Open the report "Corner position". | The report is displayed in a pop up. |
| Verify that only the selected positions are taken into account in the report. | Only spots on the selected positions are considered for the calculation of the actual amount. |
| Open the report "Excel report". | The report can be opened as Excel file. |
CRM Cockpit
Contact Management
| Action | Expected result |
|---|---|
| Open the CRM Cockpit and select menu item "Contact Management". | The client tree and the contact form are displayed. |
| Select a person in the client tree. | The person's data are applied to the contact form. |
| Click on the magnifying glass next to the company field. | The company search is opened in a pop up. |
| Enter the name of a company and press Enter. | The search results are displayed. |
| Click on one of the companies. | The pop up is closed and the company data are applied to the person's data. |
| Save the contact and confirm the message. | The contact was saved. Please note: in some environments the field with the coin symbol is mandatory! |
| Click on "Clear". | The person's data are removed from the form and the company data are still visible. After the transaction the Clear-button is hidden. |
| Click on "Clear All". | All data are removed from the form. |
| Search for a name or a part of a search term with wildcard * in the client tree. | All persons and companies matching the search term are displayed in the client tree. |
| Click on one of the companies. | The hierarchy is extended and additional company data are displayed. The basic company data such as name, address and account managers are applied to the contact form. |
| Select a person whose name or address contain an Umlaut in the client tree. | The data are applied to the contact form. |
| Open the context menu on the contact form and select option "vCard". | Either the vCard is created and sent to Outlook directly, or you need to confirm a browser request to create and open it. |
| Verify that all special characters like Umlauts are displayed correctly. | All special characters are displayed correctly in the vCard. |
| Click into the mailing list field. | All mailing lists assigned to the person are displayed in a dropdown list. |
| Click on the mailing list link. | All active mailing lists are displayed in a selection pop up. The assigned active mailing lists are displayed in the Selected-area. |
| Select another mailing list and apply the selection. | A prompt for saving the contact data is displayed. |
| Confirm the request. | The new mailing list is assigned to the person. |
| Clear all, then enter the first letters of first and last name of any person in the QuickSearch field and press Enter. | All persons whose first names start with the first and whose last names start with the second letter are displayed in the result list. |
| Clear all, then enter a first name in the respective field in the contact form and press Enter. | All persons matching the first name are displayed in the result list. Please note: if you search for e.g. "Chris", the search will also return persons called Christian, Christine, Christoph etc. |
Appointment Schedule
| Action | Expected result |
|---|---|
| Open the Appointment Schedule. | If the schedule is opened initially, none of the days of the week is selected. |
| Select the favoured days of the week and display the schedule. | The schedule for the selected days of the week is displayed. |
| Open the context menu on the schedule. | The context menu is displayed. It shows all available appointment types. |
| Select an appointment type. | The appointment was created and is displayed in the schedule. |
| Drag and drop the appointment to a different time and date. | The appointment was moved. |
| Double click the appointment. | The appointment is opened in a pop up. |
| Enter a different title for the appointment and save. |
The appointment was saved with the new title. |
| Add a company by clicking on the icon with the globe symbol. | The search for companies is opened in a pop up. |
| Click on a company. | The company is added to the appointment. The pop up is still opened. |
| Close the pop up and click on the icon with the little man. | The search for persons is opened. |
| Click on a person. | The person is added to the appointment. The pop up is still opened. |
| Save the appointment. | The appointment was saved. |
| Close the appointment pop up. | The appointment is displayed in the schedule with a new title. |
| Open the appointment. | Person and company are still allocated. |
| Delete the appointment by pushing the red X icon. | The appointment pop up is closed and the appointment is still visible in the schedule. |
| Refresh the view of the schedule. | The appointment disappears. |
Mailing list @
| Action | Expected result |
|---|---|
| Open Mailing list @. | The tool is opened and the blank input mask is displayed. |
| Push the Search-button. | All available mailing lists are displayed in the result table. Active mailing lists are displayed in black, invalid mailing lists in red font. |
| Select a mailing list by clicking on its number (column Nr.). | The basic data of the mailing list are applied to the input mask. |
| Push the Clear-button. | The mask is displayed blank again. |