Validate- Sample Expense TestScript.xlsx

	A	B	C	D
1
2
3	Instructions
4	Users need to use the link: https://{YourDomain}.coupahost.com and enter Username and password to login or If a company has SSO enabled, users could login into Coupa via SSO
5	The below mentioned users are for reference purpose only. Admins can change the name as per their requirement
6	Admins can change the test scripts as per their business use case and system configurations.
7	Please log the defects on the last sheet "Defects" and mail the same to quickstartexpenses@coupa.com
8
9
10
11
12
13	Names	Username	Roles
14	Audrey	Expense_Audrey	Expense user
15	Ben	Expense_Ben	Expense user and Supervisor of Audrey
16	Charlie	Expense_Charlie	Expense user and Supervisor of Ben
17	Daisy	Expense_Daisy	Expense Auditor
18	Eva	NA	Teammate of Audrey
19	John	Expense_John	Expense user from IT enablement team, who should approve the internet bills when WFH
20
21
22
23	Test Case ID	Test Case Description	Test case scenario	Status
24	EE01	To test recurring expenses, emailing receipts to coupa wallet, email parsing, adding approver manually functionalities in Coupa expense	Audrey wants to claim internet bills on a monthly basis which he will email to coupa wallet on the day 2 of every month for the financial year.
25	EE02	To test On-behalf of report creation, accounting review statuses, delegation functionalities in Coupa expense module	Eva wants to reimburse the cost for year end gifts for clients, but she is on a vacation. She asks Audrey to submit on behalf of her, which goes to the same approval chain as they are colleagues. Audrey submits the expense report on behalf of the Eva without attaching the required receipt. Ben delegates the approval to Charlie as he is on sick leave.
26	EE03	To test Coupa mobile app, email approval, attendee tracking, direct picture upload functionalities in Coupa expense module	Audrey is using coupa mobile app to submit the expense report for the expenses incurred during the team lunch. She directly attaches the receipt by clicking photo of the bill and added attendees. Ben approves the expense report though email notification and Charlie approves the report from coupa mobile app
27	EE04	To test Pre-approval form, expense type: mileage expense category in Coupa expense module	Audrey needs to travel to Hyderabad for Business conference. Prior to visiting Hyderabad she needs approval from her direct manager before she starts the booking and after the trip is complete.
28	EE05	To test Itemization feature and send back line in Coupa expense module	Audrey visits to client company for a 3-day workshop, she has to claim air fare, lodging, rental car and other such expenses.
29	T01, T02, T03 T04, T05, T06 Expense user (Submitter)	To test expense report creation via Coupa UI, Mobile app, email parsing, on behalf of and expense report for attendee tracking	Expense user submitting expense report via coupa UI, mobile app & email parsing
30	T07, T08, T09, T10, T11 Expense user (Approver)	To test expense report approval via Coupa UI, Mobile app and email. Rejecting expense line and sending line back via Coupa UI	Expense user (Approver) approving expense report via coupa UI, mobile app & emails
31	T12, T13, T14, T15 Expense Auditor	To test expense report approval, rejection, request for info and editing as an auditor via Coupa UI	Expense Auditor approving expense report via coupa UI
32
33
34	Note:
35	Management hierarchy	Management hierarchy approvals are used when a request needs the approval of the requester’s manager. Coupa builds a management hierarchy for your organization using the Next Approver value on user records. Coupa also uses the Self Approval Limits and Approval Limits values on the user record to decide when to keep adding approvers with a higher approval limit until the request total is covered. Hierarchical approvals are typically easiest in terms of configuration and maintenance. It minimizes complexities as the system takes on the burden of building the approval path based on the users’ Next Approver (i.e. reporting manager). This requires manager information and approval limits to be present on the user record.
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100