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Successfully test processes in your software system

Software systems support processes. So it is important to carefully test whether the software system facilitates the processes within your organization in the right way. A few tips to help you with this:

Make use of process flow charts

Make sure the most important processes in your organizations are documented step by step in process flow charts. This provides a foothold for everyone in the organization. A uniform way of working is agreed upon to which everyone should commit. A good process flow chart easily visualizes the process from beginning to end. For this, use good symbols, a consistent direction of flow and calm colors. It is also wise not to make the process flow charts too long or too complicated; break the charts up into sections if necessary and stick to the standard processes without exceptions. In this way, you will have carefully mapped out your most important processes which will help you in testing.

Clearly define what you want to test and what outcome you expect

Before you start testing, you need to know exactly what you want to test, why you want to test it, and what results you expect. Make sure you have the right data (objects, items, suppliers, customers, etc.) to test properly.

Example: booking a purchase receipt:

Set up the initial situation of your test case yourself with a supplier, item and general ledger account. Use new data for this, to avoid being surprised by what you encounter in existing data. Set up the new general ledger account as an inventory account and then create a purchase order for the supplier and item. Next, verify that the item's inventory matches the purchase order quantity and also verify that the inventory value in the general ledger (the new account) matches the value of the purchase order. Start with a simple scenario and expand it later. When doing the checks, also consider the financial entries. When you want to test a purchasing process, it is wise to create and use a new inventory account for this purpose. Then you can test whether the value in that account matches your expectations. Also consider currencies; create a scenario with and without currency.

Automatic testing using tools

There are tools available that make it possible to automatically test thousands of processes in your software system every day. This is important to monitor whether all processes in the system continue to work properly. After all, a change in one process can cause other processes to no longer run as intended without you realizing it. The automatic testing tools alert you to this so you can intervene immediately.

Also test the error messages

It's natural to test that the process goes well when you take the right steps. But perhaps just as important is testing error messages. Does the user receive a notification when a required field is not completed? Or when a step in the process is skipped? And do the notifications meet expectations? Error messages help users get back on track and complete the process correctly.

René Welmerink is Application Developer at Dysel and turns modern technology into practical and useful applications for customers.