Diagram View: To Test the Inherited Workflow

The following activity will walk you through the process of testing the customized workflow that you have created for the Opportunities (CR304000) form.

Story

Acting as the technical specialist, you need to publish your customization project and then test your changes on the Opportunities (CR304000) form to make sure that the customized workflow works as expected.

Process Overview

By starting on the Customization Projects (SM204505) form of MYOB Acumatica, you will go to the Customization Project Editor for your customization project and publish it. On the Opportunities (CR304000) form, you will then test the customized workflow.

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as system administrator by using the gibbs username and the 123 password.
    Tip:
    The gibbs user is assigned the Administrator role, which has sufficient access rights to customize workflows.
  2. Make sure that you have learned how to test a customization, as described in Testing of the Customization Project: General Information.
  3. Make sure that you have completed the Diagram View: To Adjust the System State activity.

Step 1: Publishing the Customization Project

Publish your customization project as follows:

  1. On the Customization Projects (SM204505) form, click the Opportunities project name to open the customization project.
  2. On the menu of the Customization Project Editor, click Publish > Publish Current Project.
  3. After the system finishes updating the required data, click Close Compilation Pane.
  4. Go to the Opportunities (CR304000) form, and refresh it.

For details on publishing a customization project, see To Publish a Single Project.

Step 2: Testing the Assigned State and the Accept Action

In MYOB Acumatica, test your changes as follows:

  1. Open the Opportunities (CR304000) form. If you already have the form open, refresh it.
  2. Create an opportunity with the following settings:
    • Business Account: MORNINGCAF
    • Subject: Training for Morning Cafe
    • Owner: Empty
  3. On the form toolbar, click Save.
  4. On the form toolbar, make sure that the Assign button is displayed, and click it.
  5. In the Details dialog box, which opens, select Kimberly Gibbs in the Owner box.
  6. Click OK to save your changes and close the dialog box.

    Notice that the status of the opportunity has changed to Assigned, and that the Owner box now contains the name of the salesperson you have specified.

  7. On the form toolbar, click Accept.
  8. In the Details dialog box, which opens, select the following settings:
    • Reason: In Process
    • Stage: Prospect
  9. Click OK to save your changes and close the dialog box.

    Notice that the status of the opportunity has changed to Open.

Step 3: Testing the Reject Action

Test the Reject action as follows:

  1. On the Opportunities (CR304000) form, create another opportunity with the following settings:
    • Business Account: BISCCITY
    • Subject: Inquiry for berries
    • Owner: Andrew Barber
  2. Save your changes.

    Notice that the status of the opportunity has changed from New to Assigned.

  3. On the More menu (under Actions), click Reject.
  4. In the Details dialog box, which opens, specify the reason for rejection in the Reason box (Delivery Date) and any text in the Details box, such as Delivery has been delayed.
  5. Click OK to save your changes and close the dialog box.

    Notice that the status of the opportunity has changed to New, and the Owner box has become empty again.