Workflow-Identifying Fields: To Test the Inherited Workflow with a Workflow-Identifying Field

The following activity will walk you through the process of testing the inherited workflow that has a workflow-identifying field.

Story

Acting as the technical specialist, you need to publish your customization project and then test your changes on the Sales Orders (SO301000) form to make sure that the inherited 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 Sales Orders (SO301000) 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 Workflow-Identifying Fields: To Make System Actions Modify Custom Fields activity.

Step 1: Publishing the Customization Project

Publish your customization project as follows:

1. On the Customization Projects (SM204505) form, click the SalesOrdersCheckHold 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.

Step 2: Testing the Automated Transitions

Test the automated transitions in the workflow of sales orders as follows:

1. Open the Sales Orders (SO301000) form. If you already have the form open, refresh it.
2. Add a new record.

   Notice that for the SO order type, which is selected by default, the status of the document is Open. This is because in the workflow for the sales orders, you have implemented the automatic transition from the On Hold state to the Open state if Order Total is less than $800.

3. Specify the following settings for the new sales order:
   • Order Type: SO
   • Customer: CITRUS
   • Description: Equipment order
4. On the Details tab, click Add Row, and specify the following settings in the row:
   • Inventory ID: BLADE12
   • Quantity: 9
5. Save your changes.

   Notice that the status of the sales order has changed to On Hold because the Order Total is now greater than $800.

6. In the row, change the quantity to 3.
7. Save your changes.

   Notice that the system has changed the status to Open because the Order Total is less than $800.

Step 3: Testing the Modified System Actions

While you are still on the Sales Orders (SO301000) form, test the modified system actions as follows:

1. Open the sales order that you have created in the previous step.
2. On the form toolbar, click Hold.

   You have manually changed the status to On Hold.

3. On the Details tab, in the row with BLADE12 inventory item, change the quantity to 9.
4. On the form toolbar, click Remove Hold.

   You have manually changed the status to Open.

5. On the Details tab, in the row with the BLADE12 inventory item, change the quantity to 10.
6. Save your changes.

   Make sure that the status has not changed to On Hold because the sales order was already removed from hold manually when the amount was greater than $800.

Step 4: Making Sure That the Workflow Is Applied Only to Sales Orders