Sheet 1: Testing Matrix

	
	
	
	
	
	

		


		
Release Preview Test Plan
		


		


		


		


	
	

		


		
Test Plan for Release Version: 
		


		


		


		


	
	

		


		
Test Plan Created Date: 
		


		


		


		


	
	

		


		
Test Plan Created By: 
		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
Test Case #
		
Use Case(s)
		
Area
		
Status
		
Severity
		
Comments
	
	

		
1.0
		


		


		


		


		


	
	

		
1.1
		


		


		


		


		


	
	

		
1.2
		


		


		


		


		


	
	

		
1.3
		


		


		


		


		


	
	

		
1.4
		


		


		


		


		


	
	

		
1.5
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
2.0
		


		


		


		


		


	
	

		
2.1
		


		


		


		


		


	
	

		
2.2
		


		


		


		


		


	
	

		
2.3
		


		


		


		


		


	
	

		
2.4
		


		


		


		


		


	
	

		
2.5
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
3.0
		


		


		


		


		


	
	

		
3.1
		


		


		


		


		


	
	

		
3.2
		


		


		


		


		


	
	

		
3.3
		


		


		


		


		


	
	

		
3.4
		


		


		


		


		


	
	

		
3.5
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
4.0
		


		


		


		


		


	
	

		
4.1
		


		


		


		


		


	
	

		
4.2
		


		


		


		


		


	
	

		
4.3
		


		


		


		


		


	
	

		
4.4
		


		


		


		


		


	
	

		
4.5
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
5.0
		


		


		


		


		


	
	

		
5.1
		


		


		


		


		


	
	

		
5.2
		


		


		


		


		


	
	

		
5.3
		


		


		


		


		


	
	

		
5.4
		


		


		


		


		


	
	

		
5.5
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	



Sheet 2: Examples

	
	
	
	
	

		
Testing Matrix Example
		
	

		
Adapt the Testing Matrix as appropriate to your needs.
		


		


		


	
	

		

 
		
		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
	

		
Business Workflow Example
		
	

		
Document each of your critical business workflows in a similar manner. There are five workflow sheets in this sample test plan.
Add more worksheets as needed. (Copy an existing worksheet to preserve the formatting and layout.) 
Your goal is to document all the critical business workflows for your company. 
		
	

		


		


		


		


	
	

		
Test Case #:
		
2.1
		
	

		
Test Area:
		
Sales Orders
		
	

		
Role Used:
		
Administrator
		
	

		
Assigned To: 
		
User A
		
	

		
Login Email
		
user@domain.com
		
	

		
Workflow Steps
		
Data
		
Expected Result
		
Test Result
	
	

		
Step 1
		
Navigate to Transactions > Sales > Enter Sales Order
		


		


	
	

		
Step 2
		
Choose customer "xvz"
		


		


	
	

		
Step 3
		
Add Item "123"
		


		


	
	

		
Step 4
		
On custom subtab (if one exists) "blank" enter value "abc123" in Custom Field 1
		


		


	
	

		
Step 5
		
Click Save.
		
Sales order saved with no errors
		
PASS
	
	

		


		


		


		


	
	

		
Issues Discovered:
		
None
		
	

		
Other Comments:
		


		
	

		


		



Sheet 3: Workflow 1

	
	
	
	
	

		
Each business workflow can have many Test Cases. There are two blank test case templates on this page. 
Copy and paste a blank test case template as many times as needed,  so you can enter all the appropriate test cases for this workflow on this page.
As the testing of each test case for this workflow completes, enter the corresponding data on the Testing Matrix page. 
		
	

		
Test Case #:
		
Enter the test case number here and on the Testing Matrix tab.
		
	

		
Test Area:
		
Enter functional area being tested (For example: Sales Order, Employee, Purchase Order)
		


		


	
	

		
Role Used:
		
Enter the name of the role used for testing. Testing with more than one role requires multiple iterations.
		
	

		
Assigned To: 
		
Enter the name of the tester.
		
	

		
Login Email:
		
Enter the email to use for testing.
		
	

		
Test Case Steps:
Enter each step required in the process below.
		
Data
For each step in the workflow, enter specific data to be entered for the test. For example, choose a customer from subsidiary x.
		
Expected Result
Enter details of the results you expect to see when entering test data. This is what is used to validate the test, so include info on fields which should default or calculate, etc.Include anything that is the result from a customization or script, for example.
		
Test Result
If the test results meet expectations, enter Passed, otherwise enter details of results that differ from the expected result.
	
	

		
Step 1
		


		


		


	
	

		
Step 2
		


		


		


	
	

		
Step 3
		


		


		


	
	

		
Step 4
		


		


		


	
	

		
Step 5
		


		


		


	
	

		
Step 6
		


		


		


	
	

		
Step 7
		


		


		


	
	

		
Step 8
		


		


		


	
	

		


		


		


		


	
	

		
Issues Discovered:
		


		
	

		
Other Comments:
		


		
	

		


		


		


		


	
	

		


		


		


		


	
	

		
Test Case #:
		


		
	

		
Test Area:
		


		


		


	
	

		
Role Used:
		


		
	

		
Assigned To: 
		


		
	

		
Login Email
		


		
	

		
Test Case Steps:
		
Data
		
Expected Result
		
Test Result
	
	

		
Step 1
		


		


		


	
	

		
Step 2
		


		


		


	
	

		
Step 3
		


		


		


	
	

		
Step 4
		


		


		


	
	

		
Step 5
		


		


		


	
	

		
Step 6
		


		


		


	
	

		
Step 7
		


		


		


	
	

		
Step 8
		


		


		


	
	

		


		


		


		


	
	

		
Issues Discovered:
		


		
	

		
Other Comments: