ERP & CRM Software testing

Do you have SAP, Ms. Dynamics, Salesforce or Oracle in your company? Are your customers leaving because the transactions are too slow? Do you waste time running the same processes over and over, when they could be automated?

Dominix Solutions offers flexible solutions for every need. It does not matter which modules, versions, or configurations you might have in your company Dominix Solutions Testing can run the tests with confidence.

Why is ERP & CRM Testing Critical?

ERP & CRM Testing is really critical if the testing plans don’t cover the complete road-map of the implementation phase. All the modules within the system are completely integrated and inter-related, which means all the functionalities are dependent on the functionalities of other modules or other systems.

For example, to create a sales order in the “Sales” module, the system has to check the available stock in the “Inventory” module and check the credit limit of the customer in the “Customer” module.

The functionality is not only dependent on other modules but also dependent on external systems like a multi-currency enabled system retrieves the current exchange rate from an external live system, the shipping rate for the sales order may be required from an external live system, the sales tax of the inventory items may be required from a government agency etc.,

When a test case is written based on the above business use case, a tester needs to understand the complete workflow of the functionality and the dependency of the workflow, otherwise, the test case will fail or remain incomplete.

Below diagram gives an overview of a sales order process and the dependency of internal and external systems.

ERP tutorial 2

Apart from the functional testing like in the above business use case, the other phase of testing is on the “ERP & CRM Implementation” which is more critical. The implementation phase of ERP involves a lot of modifications and customization as per the customer requirements and infrastructure.

This kind of testing not only involves the normal functional testing but also the performance and user acceptance testing. There are multiple components that interacted with the live system from internal and external sources.

The heart of many ERP systems is in the Accounting or Finance module, where most of the testers are lacking accounting knowledge and hard to understand the financial concepts and the general ledger system. The complexity in the inter-related and the outer-related workflow of the ERP systems demotivates the testing professionals in writing a proper ERP test suite.

For example, it is not that easy to collect data to test the general ledger transactions or sales order transactions in ERP systems. Even though the data is collected for input, it is highly critical to understand and analyze the correctness of output data as per the financial standards like IFRS.

For example, a “balance sheet” generated from the general ledger transactions cannot be understandable by normal testers without the knowledge of a balance sheet or trial balance. The reason being the “balance sheet” is generated from the general ledger based on multiple transactions from all the modules.