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TC-09018 : CIP
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Process Area : F&A
Prerequisites
Project has been created. Expenses have been coded to project. TC592
Steps To Execute
1. Run the Open CIP Project Transactions saved search 2. Filter for the Project to be placed in service 3. Export the results as an excel file 4. Enter Reclass Journal Entry and attach file as backing documentation Make sure to enter Project/AFE Number in the name field on the Fixed Asset account line 5. Follow JE Approval Process 6. Follow the Asset Proposal Process 7. Navigate to the Project record 8. Update the Status to Closed
Expected Results
1. Asset is created from Proposal 2. Project is Closed