As part of the Kodaris development features, the script screens throughout the operations portal - e.g. the Development screen - can now be searched on via cmd + find. This is particularly helpful when trying to find a specific field or value on those screens.
Import SASGE File
As part of the larger Kodaris tax feature-set, we've made an update to give you the ability to update your SASGE tax records. This feature is specific to InforCSD customers, and allows you to update the SASGE records via import. To utilize, go to System > Import, select the mapping-sasge option from the importer dropdown, upload your file and click Import.
Create SKUs en masse
As part of the latest enhancements to the Kodaris' PIM and Pricing features, we've released a feature where you are able to create SKUs in bulk directly from your Kodaris Operations Portal. SKUs can be created for both direct ship products as well as the products you stock. This feature allows you to select a warehouse and automatically generate SKUs for every product that did not previously have a SKU under that warehouse.
To generate, go to the PIM > Skus screen, click More and select either 'Generate SKUs for Products' or 'Generate SKUs for Direct Ship Products'. Select a warehouse from the dropdown, and click Generate.
Payment
Scheduled payment error alert
As part of the many payment features Kodaris offers, we've added an enhancement to the scheduled payment feature and an emailed alert is now sent out when a scheduled payment fails as well as being recorded under the scheduled payment record. This alert is sent to anyone signed up for the global Payment Made notifications. Please reach out to support@kodaris.com if you are looking for further information on how to configure this notification.
Customer Portal
View and download company address files
We've also added a new feature on this release where customers can view and download any files attached to a company address in their customer portal. This is particularly helpful if your sales reps upload reference documents or images to a company address in Kodaris, and would like their customers enabled to pull them up and view on their end.
To configure this feature, you will first want to navigate to the System > Settings screen, pull up customerCompanyAddressFilesEnabled and set the Value to 1. After doing so, a Files tab will be added to the Location details screen on the customer side, where any uploaded files can be viewed.
Developer
Record all Infor CSD Inserts
In this release we've also added a feature where all Infor CSD order inserts and responses are recorded in Kodaris. This feature is quite useful if you are looking to see exactly what was sent to Infor CSD, and how that compares to what is in Infor CSD. To access this feature, navigate to System > System Event Information, select the date you would like to view the order inserts on from the Folder column and click into the details of whichever order insert you would like to view.
Tickets
KOD-13475: Need to be able to run statements
Tests
Case 1
Generate Statement PDF
In operations portal, go to Companies. Choose a sample company and in the detail screen, generate a statement PDF.
KOD-15991: Add UX for downloading documents at the company address level
Regression Tests
Case 1
Go to customer portal
Log in into customer portal
Go to locations tab
Check if everything looks good on locations screen
Case 2
Go to customer portal
Log in into customer portal
Go to locations tab
Choose any of available records
Check if details page looks good
Case 3
Go to customer portal
Log in into customer portal
Go to locations screen
Choose one of available records
You should be redirected to details sreen
Scroll down to Assigned Employees
Assign an employee
Reload page
You should see assigned employee
Unassign an employee
Reload page
Verify that employee was unassigned
Tests
Case 1
Go to customer portal
Log in into customer portal
Go to locations tab
Choose one of available records
You should be redirected to details sreen
Check if there are two new tabs: details and files
Case 2
Go to customer portal
Log in into customer portal
Go to locations tab
Choose one of available records
You should be redirected to details screen
Go to files tab
If there no files, should be shown “No data available”
If there are files, then those files should be displayed
Case 3
Go to customer portal
Log in into customer portal
Go to locations tab
Choose one of available records
You should be redirected to details sreen
Go to files tab
Try to view one of existing file
Case 4
Go to customer portal
Log in into customer portal
Go to locations tab
Choose one of available records
You should be redirected to details sreen
Go to files tab
Try to download one of existing file
Case 5
Go to operation portal
Go to crm → companies
Choose company where your customer assign
Go to addresses tab
Choose any address
Go to customer file
Check how much customer files do this address have
Go to internal file
Check how much internal files do this address have
Go to customer portal
Go to locations tab
Choose address that you choose in step 5
You should be redirected to details screen
Go to files tab
Verify that you can see only customer files which you verify in step 7
Verify that you can not see internal files which you verify in step 7
Case 6
Go to operations portal
Go to settings screen
Turn on customerCompanyAddressFilesEnabled
Go to customer portal
Go to locations screen
Choose one of available records
Verify you can see files tab
Go to operations portal and turn off customerCompanyAddressFilesEnabled setting
Go to customer portal
Go to locations screen
Choose one of available records
Verify you can not see files tab
Case 7
Add for test address more than 50 different records in operations portal
Verify that we have paging if there is more than 50 files
Try to delete files in operations portal and verify that we don’t see this files in customer portlal
KOD-16081: Configure caches and performance for pricing
KOD-16319: Check why employee portal and customer portal take so long to bootstrap
Regression Tests
Case 1
Verify the /configuration endpoint is working correctly, as well as operations portal in general
Case 2
Verify only active states and countries are displayed
Tests
Case 1
Login or update a page to call /configuration endpoint on operations portal. Make sure it loads a bit quicker
KOD-16428: Making the right pane searchable with cmd+find
Regression Tests
Case 1
Make sure that development tab works as it should, the content of scripts should be shown
Tests
Case 1
Go to products search-> productID->development, press cmd+find or cntrl + f if not on apple device, the searchbox should appear at the top of the script, try finding some words in the script. Also test if whole word search and case sensitive search work
KOD-16741: Enable PO and Credit card for all companies
KOD-16813: On cms form submit show loading
Regression Tests
Please refer to Tests #1.
The form should submit without errors
Tests
Login to Operations Portal:
Go to Pages and edit a page with a form in it.
Click save and preview
Test the form by filling it out and click the Submit button
A loading animation should show up
For comparison, this should look the same as the loading state when you click the {{Stay up to date}} button.
KOD-16937: Initialize payment on a terminal
Regression Tests
Case 1
Pay Order from employee portal (Order details screen)
Case 2
Issue charge from employee portal (Company details screen)
Tests
Case 1
Pay Order with terminal
Case 2
Issue charge (custom amount payment)
KOD-17022: Add Email Patch endpoint
KOD-17501: Add preview function to CMS draft permissions/flow
Regression Tests
Login to your test account:
Go to *Pages* page
Edit a test page
Try to click the *Preview* button.
This should *not* open a preview since the test account does not have enough permission to do so.
Login to your admin account or any account with a permission to view a content page:
Go to *Pages* page
Click the *Preview* button
This should open a new tab with the preview page.
Tests
Login with your test account:
Go to Page Drafts page.
Edit a page, this will open a new tab.
Edit the page and press *Preview* button.
This should open a tab with the draft’s preview.
Further check from the DevTools Network tab if the Preview button connects to {{contentPage/draft}} endpoint.
KOD-17504: Implement new endpoint for page draft creation in CMS editor
Navigate to vendor invoice emails, try to filter using Contains or Ends with
Case 6
Navigate to company emails. Try searching, make sure contains and ends with operations are not allowed
KOD-17882: Updating the email / account activation page
KOD-17895: Manually feed shipping addons to CSD
KOD-18082: Remove hands-on table
Regression Tests
Case 1
Go to Store website:
Login your account
Add items to your cart and checkout
Checkout flow should work as expected.
Tests
Case 1
Go to Store website:
Login your account
Go to the Cart page. Make sure that your cart is empty.
The page should load without any errors
Confirm this by going to the Developer Tools - Console tab: no {{handsontable}} errors, and Network tab: no {{handsontable}} files.
KOD-18072: Pages - Change Template - Save the changes automatically
Regression Tests
Go to the Operations Portal and navigate to Pages page:
Open a test page or create one
Go to the Page Settings panel and change the other configurations except *Template*
Save and refresh.
Changing the settings should work as expected without any errors.
Go to the Operations Portal:
Go to Pages and create a new Gutenburg page
The {{Select a layout}} modal should popup and it should load all the available templates
Select a layout and the page should refresh, saving the template chosen.
Try to refresh the page again, and the {{Select a layout}} modal should not reappear.
Tests
Go to Operations Portal and navigate to Pages page:
Open a test page or create one
Go to the Page Settings and change the template
This should automatically save and refresh the page.
Confirm the change by refreshing the page again, manually.
You can further confirm by opening/previewing the content page, change the template in gutenburg, without clicking the *Preview* button, go back to the content page and refresh - the template should be changed after refreshing the page.
Go to Operations Portal:
Go to Pages and open a sample page
Modify some page properties
Do *not* click the save button
Now, change the template and it should reload.
Check the changed page properties if it reflected after reload.
Go to Operations Portal:
Go to Pages and create a new Gutenburg page
Select a layout from the modal
This should automatically apply the changes and the page should reload.
Check the page properties if the page props have been reflected to the new page.
Go to Operations Portal:
Go to Pages and edit a page
Edit a block, like a paragraph
Change the template in the sidebar
The changes should be saved the page should reload.
KOD-18098: Upload SASGE File
KOD-18121: Add the order shipment information to order prints/templates
Regression Tests
Case 1
In customer portal check Order Details page.
In employee portal check order emails and pdfs
Perform checks above for orders which have tracking numbers and don’t have them.
Tests
Case 1
In Employee Portal check order emails and order PDFs for the orders that have tracking numbers.
Case 2
In Customer Portal check order details template for the orders that have tracking numbers.
KOD-18142: Fix adding custom record on orders screen
Screens where we have custom records page
Products (both search and data) → product → custom records
Companies → company → custom records
Companies → company → customers → customer -> custom records
Customers → customer → custom records
Companies → company → addresses → address → custom records
Company addresses → company address → custom records
Companies → company → orders → order → custom records
Orders → order → custom records
External orders → external order → custom records
Quotes → quote → orders → order → custom records
Cash quotes → order → payments → payment → custom records
Companies → company → accounts receivable → account receivable → custom records
Orders → order → payments → payment → custom records
Accounts receivable → account receivable → custom records
Regression Tests
Case 1
Please check that we can open each custom records tab
Tests
Case 1
Please check that we can add/delete/add new field/delete new field on custom records screen
KOD-18151: System Event Information - Record all CSD inserts
Regression Tests
Case 1
Test releasing order to InforCSD ERP.
Tests
Case 1
Check if request (and failed response) to InforCSD is logged and can be viewed in System Events.
KOD-18165: Show the error messages from api for lost password and reset password pages
Regression Tests
Case 1
Go to customer side
Click On Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click On a link from email.
Enter new password in a both inputs.
Make sure password successfully changed.
Case 2
Go to customer side
Click On Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click on a link from email.
Enter new password in both inputs.
Make sure password successfully changed.
Case 3
Go to customer side
Click On Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click On a link from email.
Enter new password in a both inputs.
Make sure password successfully changed.
Tests
Case 1
Go to customer side
Click on Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click on a link from email.
Enter new password that has less than 8 characters.
Make sure you see error message - “We're sorry, please use a password that has 8 or more characters."
Case 2
Go to customer side
Click on Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click on a link from email.
Enter new password that has less than 8 characters.
Make sure you see error message - “We're sorry, please use a password that has 8 or more characters."
Case 3
Go to customer side
Click on Login → Forgot password .
Enter your email into input.
Make sure you receive email for password reset.
Click on a link from email.
Enter new password that has less then 8 characters.
Make sure you see error message - “We're sorry, please use a password that has 8 or more characters."
KOD-18169: Bulk SKU Creation - UX
Regression Tests
Case 1
Please test if we can still add sku
Tests
Case 1
Please test if we can create skus byProducts and byDirectShippedProducts
KOD-18202: Add Journal Items to Journal detail screen in employee portal
Regression Tests
Case 1
Login to Operations portal
Go to Journals page and open a journal
In the Details tab, test to see if it’s working as expected: breadcrumbs, tab switching, and editing the fields.
Tests
Case 1
Login to Operations portal:
Go to Journals page and select a journal
Go to Items tab
Test all CRUD functionality
Case 2
Go to Operations portal:
Go to Journals page and select a journal
Go to Items tab
Test the basic functionality of the grid, such as - hide/show columns, invalid error on input of incorrect data type, grid scrolling, grid paging and more
KOD-18212: Update Google Map Key
KOD-18248: Update cust mapping for country code - create preprocessor
KOD-18251: Set up purchase order and requesting a quote
KOD-18259: Edit draft screen loads as blank page - continued
Regression Tests
Case 1
Can open page draft in editor without it going to blank page
Case 2
Can also create draft on normal page without it going to blank page
KOD-18261: 500 error when trying to index accountsPayable
Regression Tests
Case 1
Check Accounts Payable index works
KOD-18341: Add new setting with name: customerTicketStatuses and add it to customer configuration endpoint
KOD-18353: Filter out directShipped warehouses from public endpoints
Tests
Case 1
Check Locations with directShipped true are not shown on a dropdown
KOD-18355: Ability to attach Internal Files to the email for order/company/quote/vendorInvoice endpoints
KOD-18366: Add account activation page to Kodaris.com
Regression Tests
Case 1
Test the normal reset password flow and make sure everything looks and works fine.
Tests
Case 1
Go through the account activation flow.
Make sure that the emails and pages are worded correctly.
Case 2
Also make sure that the email you get after the reset password and account setup says “set password” instead of “reset password”
KOD-18367: SEO structured data issues
Regression Tests
Case 1
In content pages, check structured data so that nothing is broken.
Generated fields:
Type
Set to _Article_
Headline
Set to your page name
Description
Set to your page SEO description
If no SEO description is set, Kodaris uses your page description
Keywords
Set to your page’s keywords
Url
Set to the url of the page on your website
Date Created
Set to the date your page was created in Kodaris
Date Modified
Set to the date your page was last edited in Kodaris
Author
Set to your organization
Tests
Case 1
Check the content’s structured data. Image should be included and should be set to your page’s primary image (medium image)
KOD-18378: Punchout button next clicks two times before moving
Regression Tests
Case 1
Test Punchout button using a non-punchout user
Login using a customer account.
Add a product to cart and go to the Cart page
In the cart items page, click the Next button. The page should move to the Location tab/content.
Please make sure there are no errors/issues
Tests
Case 1
Test Punchout button using a punchout user
Login using a punchout account.
Add a product to cart and go to the Cart page
In the cart items page, click the Next button. The page should move to the Delivery and Payment tab/content after one click.
Please make sure there are no errors/issues
KOD-18381: Recalculate Order When Invoiced
Regression Tests
Case 1
On employee Portal, go to order menu, select an order and click on Calculate Totals Button.
Case 2
On employee Portal, go to order menu, select an order and click on Invoice Order Button.
Tests
Case 1
On employee Portal, go to order menu, select an order and click on Invoice Order Button. When you perform this action, now “Calculate Totals” function should be trigger in the background
Case 2
When we call to this endpoint using server side controller, the calculate totals function should be called in background.
