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Agilasoft Cloud Technologies edited this page Jan 2, 2026 · 3 revisions

Transport Module Testing Guide

Philippine Settings Configuration

Version: 1.0
Last Updated: 2025-01-XX
Country: Philippines

Table of Contents

  1. Prerequisites and Setup
  2. System Configuration
  3. Master Data Setup
  4. Test Scenarios
  5. Expected Results
  6. Troubleshooting

Prerequisites and Setup

1. System Requirements

  • Frappe Framework installed and running
  • Logistics app installed
  • Transport module enabled
  • User with appropriate permissions (System Manager, Transport Manager, etc.)

2. Initial Setup Checklist

  • Company created with Philippine address
  • Currency set to PHP (Philippine Peso)
  • Country set to Philippines in Company settings
  • Fiscal Year configured for Philippines
  • Cost Center and Profit Center created
  • Customer master data created
  • Supplier master data created (for Transport Companies)
  • Item master data created (for transport services)
  • Address master data created (Philippine locations)

3. Philippine-Specific Settings

Company Setup

  1. Navigate to Company list
  2. Create or edit company:
    • Company Name: [Your Company Name]
    • Country: Philippines
    • Currency: PHP
    • Default Currency: PHP
    • Abbreviation: [Company Abbr]
    • Tax ID: [Philippine TIN if applicable]

Address Format (Philippine)

  • Address Line 1: Street/Building Number
  • Address Line 2: Barangay
  • City: City/Municipality
  • State: Province
  • Country: Philippines
  • Postal Code: ZIP Code (4 digits)

Example:

  • Address Line 1: 123 Main Street
  • Address Line 2: Barangay Poblacion
  • City: Makati City
  • State: Metro Manila
  • Country: Philippines
  • Postal Code: 1200

System Configuration

1. Transport Settings Configuration

Path: Transport > Transport Settings

General Settings

  1. Navigate to Transport Settings
  2. Configure the following:

Transport Plan Settings:

  • Forward Days in Transport Plan: 30
  • Backward Days in Transport Plan: 7

Automation Tab:

  • Enable Auto Billing: ☐ (Unchecked for manual testing)
  • Enable Auto Vehicle Assignment: ☐ (Unchecked for manual testing)

Routing Tab:

  • Routing Provider: OSRM (or Google/Mapbox if API keys available)
  • OSRM Base URL: https://router.project-osrm.org
  • Routing Auto Compute: ☑ (Checked)
  • Routing Show Map: ☑ (Checked)
  • Map Renderer: OpenStreetMap
  • Default Avg Speed (KPH): 40 (Philippine urban average)
  • Routing Timeout (sec): 30

Telematics Tab:

  • Default Telematics Provider: [Leave blank or select if configured]
  • Telematics Poll Interval (min): 5

Carbon Tab:

  • Carbon Autocompute: ☑ (Checked)
  • Carbon Default Factor (g/km): 800
  • Carbon Default Factor (g/Tkm): 62
  • Carbon Provider: FACTOR_TABLE
  1. Click Save

Expected Result:

  • Settings saved successfully
  • No error messages displayed

Master Data Setup

1. Transport Company Setup

Path: Transport > Transport Company

Test Case TC-TR-001: Create Transport Company

Steps:

  1. Navigate to Transport > Transport Company > New
  2. Fill in the following fields:
    • Company Name: ABC Transport Services
    • Company Type: Supplier
    • Phone: +63 2 1234 5678
    • Email: info@abctransport.ph
    • Address:
      • Address Line 1: 456 Transport Avenue
      • Address Line 2: Barangay San Antonio
      • City: Quezon City
      • State: Metro Manila
      • Country: Philippines
      • Postal Code: 1100
  3. Click Save

Expected Result:

  • Transport Company created successfully
  • Company appears in Transport Company list
  • Can be linked in Transport Jobs

2. Dispatcher Setup

Path: Transport > Dispatcher

Test Case TC-TR-002: Create Dispatcher

Steps:

  1. Navigate to Transport > Dispatcher > New
  2. Fill in the following:
    • Dispatcher Name: Juan Dela Cruz
    • Employee: [Link to Employee if exists]
    • Phone: +63 917 123 4567
    • Email: juan.delacruz@company.ph
    • Transport Company: ABC Transport Services
  3. Click Save

Expected Result:

  • Dispatcher created successfully
  • Can be assigned to Transport Jobs and Run Sheets

3. Vehicle Type Setup

Path: Transport > Vehicle Type

Test Case TC-TR-003: Create Vehicle Types

Steps:

  1. Navigate to Transport > Vehicle Type > New
  2. Create the following vehicle types:

Vehicle Type 1:

  • Vehicle Type: Truck
  • Description: Standard delivery truck
  • Capacity (kg): 5000
  • Volume Capacity (m³): 25

Vehicle Type 2:

  • Vehicle Type: Van
  • Description: Small delivery van
  • Capacity (kg): 1000
  • Volume Capacity (m³): 8

Vehicle Type 3:

  • Vehicle Type: Motorcycle
  • Description: Motorcycle for small deliveries
  • Capacity (kg): 50
  • Volume Capacity (m³): 0.5
  1. Click Save for each

Expected Result:

  • All vehicle types created successfully
  • Available for selection in Transport Jobs

4. Load Type Setup

Path: Transport > Load Type

Test Case TC-TR-004: Create Load Types

Steps:

  1. Navigate to Transport > Load Type > New
  2. Create the following load types:

Load Type 1:

  • Load Type Name: General Cargo
  • Description: Standard general cargo
  • Transport: ☑ (Checked)
  • Can be Consolidated: ☑ (Checked)

Load Type 2:

  • Load Type Name: Refrigerated
  • Description: Temperature-controlled cargo
  • Transport: ☑ (Checked)
  • Can be Consolidated: ☐ (Unchecked)

Load Type 3:

  • Load Type Name: Hazardous
  • Description: Dangerous goods
  • Transport: ☑ (Checked)
  • Can be Consolidated: ☐ (Unchecked)
  1. Click Save for each

Expected Result:

  • All load types created successfully
  • Available for selection in Transport Orders and Jobs

5. Transport Vehicle Setup

Path: Transport > Transport Vehicle

Test Case TC-TR-005: Create Transport Vehicle

Steps:

  1. Navigate to Transport > Transport Vehicle > New
  2. Fill in the following:
    • Vehicle Type: Truck
    • License Plate: ABC-1234
    • Make: Isuzu
    • Model: N-Series
    • Year: 2023
    • Transport Company: ABC Transport Services
    • Status: Active
    • Capacity (kg): 5000
    • Volume Capacity (m³): 25
  3. Click Save

Expected Result:

  • Vehicle created successfully
  • Available for assignment in Run Sheets
  • Appears in available vehicles list

6. Facility Setup (Terminals/Truck Parks)

Path: Transport > Terminal or Transport > Truck Park

Test Case TC-TR-006: Create Terminal

Steps:

  1. Navigate to Transport > Terminal > New
  2. Fill in the following:
    • Terminal Name: Manila Distribution Center
    • Terminal Type: Distribution Center
    • Address:
      • Address Line 1: 789 Logistics Road
      • Address Line 2: Barangay Industrial
      • City: Manila
      • State: Metro Manila
      • Country: Philippines
      • Postal Code: 1000
    • Phone: +63 2 8765 4321
    • Operating Hours: 24/7
  3. Click Save

Expected Result:

  • Terminal created successfully
  • Can be selected as pick/drop facility in Transport Legs

7. Transport Zone Setup

Path: Transport > Transport Zone

Test Case TC-TR-007: Create Transport Zones

Steps:

  1. Navigate to Transport > Transport Zone > New
  2. Create the following zones:

Zone 1:

  • Zone Name: Metro Manila
  • Description: Metro Manila area coverage
  • Cities: Manila, Quezon City, Makati, Pasig, Taguig

Zone 2:

  • Zone Name: Luzon North
  • Description: Northern Luzon provinces
  • Cities: Baguio, Dagupan, Tarlac

Zone 3:

  • Zone Name: Luzon South
  • Description: Southern Luzon provinces
  • Cities: Laguna, Batangas, Cavite
  1. Click Save for each

Expected Result:

  • Zones created successfully
  • Can be used for route planning and pricing

Test Scenarios

Scenario 1: Basic Transport Order to Transport Job Flow

Test Case TC-TR-008: Create Transport Order

Objective: Create a basic transport order with Philippine locations

Prerequisites:

  • Customer created
  • Load Type created
  • Vehicle Type created
  • Facilities/Terminals created

Steps:

  1. Navigate to Transport > Transport Order > New
  2. Fill in the header:
    • Customer: [Select existing customer]
    • Booking Date: Today's date
    • Scheduled Date: Tomorrow's date
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo
    • Company: [Your company]
    • Branch: [Select branch if applicable]
  3. Add packages:
    • Click Add Row in Packages table
    • Package Type: Box
    • Quantity: 10
    • Weight (kg): 500
    • Volume (m³): 2.5
  4. Add legs:
    • Click Add Row in Legs table
    • Facility Type From: Terminal
    • Facility From: Manila Distribution Center
    • Pick Address: [Auto-filled from facility]
    • Pick Mode: Door-to-Door
    • Facility Type To: Terminal
    • Facility To: [Select another terminal or create new]
    • Drop Address: [Auto-filled from facility]
    • Drop Mode: Door-to-Door
    • Scheduled Date: Tomorrow's date
  5. Add charges (optional):
    • Click Add Row in Charges table
    • Charge Type: Transport Fee
    • Quantity: 1
    • Rate: 5000.00
    • Currency: PHP
  6. Click Save
  7. Click Submit

Expected Results:

  • Transport Order saved successfully
  • Transport Order submitted successfully
  • Status changes to "Submitted"
  • Transport Job can be created from this order

Test Case TC-TR-009: Create Transport Job from Transport Order

Objective: Convert a Transport Order into a Transport Job

Prerequisites:

  • Transport Order created and submitted (from TC-TR-008)

Steps:

  1. Navigate to the submitted Transport Order
  2. Click Create > Transport Job (if button exists) OR
  3. Navigate to Transport > Transport Job > New
  4. Fill in the header:
    • Customer: [Same as Transport Order]
    • Transport Order: [Select the Transport Order created]
    • Booking Date: [Auto-filled]
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo
    • Company: [Your company]
  5. Verify that legs are auto-populated from Transport Order
  6. Verify that packages are auto-populated
  7. Verify that charges are auto-populated
  8. Click Save
  9. Click Submit

Expected Results:

  • Transport Job created successfully
  • All legs copied from Transport Order
  • All packages copied from Transport Order
  • All charges copied from Transport Order
  • Status is "Submitted"
  • Job Costing Number auto-generated

Scenario 2: Transport Job with Multiple Legs

Test Case TC-TR-010: Create Multi-Leg Transport Job

Objective: Create a transport job with multiple pickup and delivery points

Prerequisites:

  • Customer created
  • Multiple facilities/terminals created
  • Vehicle Type created

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Fill in the header:
    • Customer: [Select customer]
    • Booking Date: Today
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo
    • Company: [Your company]
  3. Add packages:
    • Package 1: 5 boxes, 250 kg, 1.25 m³
    • Package 2: 3 boxes, 150 kg, 0.75 m³
  4. Add multiple legs:

Leg 1:

  • Facility Type From: Terminal
  • Facility From: Manila Distribution Center
  • Pick Address: [Auto-filled]
  • Facility Type To: Terminal
  • Facility To: Quezon City Terminal
  • Drop Address: [Auto-filled]
  • Scheduled Date: Tomorrow, 09:00 AM

Leg 2:

  • Facility Type From: Terminal
  • Facility From: Quezon City Terminal
  • Pick Address: [Auto-filled]
  • Facility Type To: Terminal
  • Facility To: Makati Terminal
  • Drop Address: [Auto-filled]
  • Scheduled Date: Tomorrow, 02:00 PM

Leg 3:

  • Facility Type From: Terminal
  • Facility From: Makati Terminal
  • Pick Address: [Auto-filled]
  • Facility Type To: Terminal
  • Facility To: Manila Distribution Center
  • Drop Address: [Auto-filled]
  • Scheduled Date: Day after tomorrow, 10:00 AM
  1. Click Save
  2. Click Submit

Expected Results:

  • Transport Job saved with all 3 legs
  • Legs are properly sequenced
  • Total distance calculated (if routing enabled)
  • Status is "Submitted"
  • All legs have status "Pending"

Scenario 3: Container Transport Job

Test Case TC-TR-011: Create Container Transport Job

Objective: Create a transport job for containerized cargo

Prerequisites:

  • Customer created
  • Vehicle Type created (for container transport)

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Fill in the header:
    • Customer: [Select customer]
    • Booking Date: Today
    • Transport Job Type: Container
    • Container Type: 20ft
    • Container No: CONT-1234567
    • Vehicle Type: Container Truck
    • Load Type: General Cargo
    • Company: [Your company]
  3. Add legs:
    • Facility Type From: Port
    • Facility From: Manila Port
    • Facility Type To: Terminal
    • Facility To: Manila Distribution Center
    • Scheduled Date: Tomorrow
  4. Click Save
  5. Click Submit

Expected Results:

  • Transport Job created with Container type
  • Container Type and Container No are required and validated
  • Status is "Submitted"
  • Job can be linked to sea freight operations

Scenario 4: Consolidated Transport Job

Test Case TC-TR-012: Create Consolidated Transport Job

Objective: Create a transport job that can be consolidated with others

Prerequisites:

  • Multiple customers created
  • Load Type with "Can be Consolidated" checked
  • Vehicle Type created

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Fill in the header:
    • Customer: Customer A
    • Booking Date: Today
    • Transport Job Type: Standard
    • Consolidate: ☑ (Checked)
    • Load Type: General Cargo (with consolidation enabled)
    • Company: [Your company]
    • Note: Vehicle Type is NOT required when Consolidate is checked
  3. Add packages:
    • 2 boxes, 100 kg, 0.5 m³
  4. Add legs:
    • Facility Type From: Terminal
    • Facility From: Manila Distribution Center
    • Facility Type To: Terminal
    • Facility To: Quezon City Terminal
    • Scheduled Date: Tomorrow
  5. Click Save
  6. Click Submit
  7. Repeat steps 1-6 for Customer B with similar route
  8. Navigate to Transport > Transport Consolidation > New
  9. Add both Transport Jobs to the consolidation
  10. Click Save
  11. Click Submit

Expected Results:

  • Transport Jobs created with Consolidate checked
  • Vehicle Type not required when Consolidate is checked
  • Transport Consolidation created successfully
  • Multiple jobs can be grouped together
  • Total weight and volume calculated automatically

Scenario 5: Transport Plan and Automatic Run Sheet Creation

Test Case TC-TR-013: Create Transport Plan and Generate Run Sheets

Objective: Create a transport plan that automatically creates Run Sheets for transport legs

Prerequisites:

  • Multiple Transport Jobs created and submitted (with legs)
  • Transport Vehicles created (with company_owned = 1)
  • Drivers created (if available)
  • Transport Settings configured:
    • Forward Days in Transport Plan: 30
    • Backward Days in Transport Plan: 7
  • Transport Legs must have a date field populated (date, scheduled_date, booking_date, etc.)
  • Important: Transport Legs will only be included if their date falls within the window:
    • Start Date = Plan Date - Backward Days
    • End Date = Plan Date + Forward Days
    • Example: If Plan Date is 2025-01-15, Forward Days = 30, Backward Days = 7:
      • Legs with dates between 2025-01-08 and 2025-02-14 will be included

Steps:

  1. Navigate to Transport > Transport Plan > New
  2. Fill in the header:
    • Plan Date: Today
    • Company: [Your company]
    • Branch: [Select branch if applicable]
    • Transport Planner: [Select employee if applicable]
  3. Click Save
  4. Click Submit (optional, but recommended)
  5. Click the Run Sheets button in the Transport Plan form
  6. A dialog will appear showing the allocation process
  7. Review the results:
    • Run Sheets with Vehicle: List of Run Sheets created with vehicle assigned
    • Run Sheets without Vehicle: List of Run Sheets created without vehicle (need manual assignment)
    • Reused Run Sheets: List of existing Run Sheets that were reused
    • Legs Attached: Total number of legs attached to Run Sheets
    • Skipped: Legs that were skipped with reasons
    • Errors: Any errors encountered during the process

Expected Results:

  • Transport Plan created successfully
  • Run Sheets button is visible and functional
  • Clicking Run Sheets button triggers automatic allocation
  • System automatically:
    • Finds all Transport Legs within the date window (based on Transport Settings)
    • Groups legs by date
    • Finds available vehicles and drivers
    • Creates or reuses Run Sheets
    • Attaches legs to Run Sheets
    • Creates additional legs (base-to-first-pick, connecting, last-drop-to-base) if base location is set
  • Results dialog shows:
    • Number of Run Sheets created with vehicles
    • Number of Run Sheets created without vehicles (need manual assignment)
    • Number of legs attached
    • Any skipped legs with reasons
    • Any errors encountered
  • Created Run Sheets appear in the Run Sheets table of the Transport Plan
  • Run Sheets can be opened directly from the results dialog

Test Case TC-TR-014: Transport Plan with Consolidation Enabled

Objective: Test Transport Plan with leg consolidation feature

Prerequisites:

  • Multiple Transport Jobs created with same Load Type (that allows consolidation)
  • Transport Vehicles created
  • Transport Settings configured

Steps:

  1. Navigate to Transport > Transport Plan > New
  2. Fill in the header:
    • Plan Date: Today
    • Company: [Your company]
  3. Click Save
  4. Click Submit
  5. Click the Run Sheets button
  6. The system will automatically:
    • Group legs by Load Type
    • Create Transport Consolidations for consolidatable legs
    • Create optimized trips for route optimization
    • Assign vehicles to entire trips (not individual legs)
  7. Review the results dialog:
    • Check for "Consolidation Active" message
    • Review consolidation details
    • Check Run Sheets created for consolidated trips

Expected Results:

  • System creates Transport Consolidations automatically
  • Legs are grouped into optimized trips
  • One Run Sheet is created per trip (not per leg)
  • Consolidation information is displayed in results
  • Run Sheets are linked to Transport Consolidations
  • More efficient vehicle utilization

Test Case TC-TR-015: Manual Run Sheet Creation from Transport Job

Objective: Manually create a Run Sheet from a single Transport Job (alternative method)

Prerequisites:

  • Transport Job created and submitted
  • Transport Vehicle created
  • Driver created (optional)

Steps:

  1. Navigate to the submitted Transport Job
  2. Check if Create > Run Sheet button exists (if available)
  3. OR Navigate to Transport > Run Sheet > New
  4. Fill in the header:
    • Run Date: Today
    • Vehicle Type: [Same as Transport Job]
    • Vehicle: [Select available vehicle]
    • Driver: [Select driver if exists]
    • Dispatcher: [Select dispatcher if exists]
    • Transport Company: [Select transport company]
    • Transport Job: [Select the Transport Job]
    • Status: Draft
  5. Verify that legs are auto-populated from Transport Job (if Transport Job field is set)
  6. OR manually add legs:
    • Click Add Row in Legs table
    • Select Transport Leg from the dropdown
    • Other fields should auto-populate from the Transport Leg
  7. Click Save
  8. Click Submit

Expected Results:

  • Run Sheet created successfully
  • All legs from Transport Job are copied (if auto-populated)
  • OR legs are properly linked when manually added
  • Vehicle is marked as assigned
  • Run Sheet status is "Planned" or "Dispatched"
  • Transport Legs are linked to the Run Sheet

Test Case TC-TR-016: Update Run Sheet Leg Status

Objective: Update individual leg statuses in a run sheet

Prerequisites:

  • Run Sheet created (from Transport Plan or manually)

Steps:

  1. Navigate to the Run Sheet
  2. In the Legs table, find the first leg
  3. Update Leg Status to "In Progress"
  4. Click Save
  5. Update Leg Status to "Completed"
  6. Add Actual Distance (km) if different from planned
  7. Add Actual Duration (min) if different from planned
  8. Click Save
  9. Repeat for all legs

Expected Results:

  • Leg statuses updated successfully
  • Transport Job status updates automatically when all legs are completed
  • Transport Leg status updates automatically
  • Actual distance and duration are recorded
  • Run Sheet status may update based on leg statuses

Test Case TC-TR-017: Transport Plan with Base Location

Objective: Test Transport Plan with base location configured (creates additional legs)

Prerequisites:

  • Transport Plan created
  • Run Sheet with base location configured (base_location_type and base_location fields)
  • Multiple Transport Legs in the plan

Steps:

  1. Navigate to Transport > Transport Plan > New
  2. Fill in the header:
    • Plan Date: Today
    • Company: [Your company]
  3. Click Save
  4. Click Submit
  5. Click the Run Sheets button
  6. System will create Run Sheets
  7. Open one of the created Run Sheets
  8. Check if base location is set:
    • Base Location Type: [e.g., Terminal]
    • Base Location: [e.g., Main Depot]
  9. Review the Legs table:
    • Check for "Base to Pick" leg at the beginning
    • Check for "Connecting" legs between different jobs
    • Check for "Drop to Base" leg at the end

Expected Results:

  • Run Sheets created successfully
  • If base location is configured, additional legs are created:
    • Base to First Pick: Leg from base location to first pickup
    • Connecting Legs: Legs connecting different transport jobs
    • Last Drop to Base: Leg from last drop location back to base
  • Legs are properly sequenced
  • Route is optimized with base location in mind

Scenario 6: Proof of Delivery

Test Case TC-TR-018: Create Proof of Delivery

Objective: Create proof of delivery for a completed leg

Prerequisites:

  • Transport Leg completed
  • Run Sheet with completed leg

Steps:

  1. Navigate to the completed Transport Leg or Run Sheet Leg
  2. Click Create > Proof of Delivery (if button exists) OR
  3. Navigate to Transport > Proof of Delivery > New
  4. Fill in the following:
    • Transport Leg: [Select the completed leg]
    • Delivery Date: Today
    • Delivered By: [Driver name]
    • Received By: [Consignee name]
    • Signature: [Upload signature image if available]
    • Notes: Delivery completed successfully
  5. Click Save
  6. Click Submit

Expected Results:

  • Proof of Delivery created successfully
  • Linked to Transport Leg
  • Signature captured (if uploaded)
  • Can be printed as delivery receipt

Scenario 7: Routing and Distance Calculation

Test Case TC-TR-019: Test Routing Functionality

Objective: Test automatic routing and distance calculation

Prerequisites:

  • Transport Settings configured with routing provider
  • Transport Leg with pick and drop addresses

Steps:

  1. Navigate to Transport > Transport Leg > New
  2. Fill in the leg details:
    • Facility Type From: Terminal
    • Facility From: Manila Distribution Center
    • Pick Address: [Address in Manila]
    • Facility Type To: Terminal
    • Facility To: Quezon City Terminal
    • Drop Address: [Address in Quezon City]
  3. Click Save
  4. If routing auto-compute is enabled, wait for calculation
  5. OR click Calculate Route button (if available)
  6. Verify the following fields:
    • Distance (km): Should show calculated distance
    • Duration (min): Should show estimated duration
    • Route Map: Should display route on map (if enabled)

Expected Results:

  • Distance calculated automatically
  • Duration calculated automatically
  • Route displayed on map (if map enabled)
  • Route polyline stored for tracking

Scenario 8: Carbon Footprint Calculation

Test Case TC-TR-020: Test Carbon Calculation

Objective: Test automatic carbon footprint calculation

Prerequisites:

  • Transport Settings configured with carbon autocompute
  • Transport Job with legs and distance

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Create a job with:
    • Vehicle Type: Truck
    • Legs with calculated distance
  3. Click Save
  4. Navigate to Sustainability tab
  5. Verify the following fields:
    • Total Distance: Sum of all leg distances
    • Fuel Consumption: Calculated based on vehicle type
    • Estimated Carbon Footprint: Calculated CO2e in kg

Expected Results:

  • Total distance calculated from legs
  • Fuel consumption calculated based on vehicle type
  • Carbon footprint calculated automatically
  • Values displayed in Sustainability tab

Scenario 9: Sales Invoice Creation

Test Case TC-TR-021: Create Sales Invoice from Transport Job

Objective: Create a sales invoice for a completed transport job

Prerequisites:

  • Transport Job with all legs completed
  • Transport Job with charges defined

Steps:

  1. Navigate to the completed Transport Job
  2. Verify all legs are "Completed"
  3. Click Create > Sales Invoice (if button exists) OR
  4. Navigate to Accounts > Sales Invoice > New
  5. Manually link to Transport Job if needed
  6. Verify charges are copied from Transport Job
  7. Review invoice items and amounts
  8. Click Save
  9. Click Submit

Expected Results:

  • Sales Invoice created successfully
  • All charges from Transport Job are included
  • Invoice is linked to Transport Job
  • Job Costing Number is referenced
  • Invoice can be posted

Scenario 10: Transport Templates

Test Case TC-TR-022: Create Basic Transport Template

Objective: Create a reusable transport template with single leg

Prerequisites:

  • Facilities/terminals created

Steps:

  1. Navigate to Transport > Transport Template > New
  2. Fill in the header:
    • Code: TEMP-MNL-QC-001
    • Description: Manila to Quezon City Route
  3. Add template legs:
    • Click Add Row in Legs table
    • Leg 1:
      • Facility Type From: Terminal
      • Facility From: Manila Distribution Center
      • Facility Type To: Terminal
      • Facility To: Quezon City Terminal
  4. Click Save
  5. Navigate to Transport > Transport Order > New
  6. Fill in Transport Order header:
    • Customer: [Select customer]
    • Scheduled Date: Tomorrow
    • Transport Template: TEMP-MNL-QC-001
  7. Click Get Leg Plan button (if available) OR
  8. The legs should auto-populate when template is selected
  9. Verify legs are populated correctly:
    • Facility Type From: Terminal
    • Facility From: Manila Distribution Center
    • Facility Type To: Terminal
    • Facility To: Quezon City Terminal
  10. Click Save

Expected Results:

  • Transport Template created successfully
  • Template code is unique
  • Legs are saved in template
  • Template can be selected in Transport Order
  • Legs are auto-populated when template is selected or Get Leg Plan is clicked
  • Scheduled dates are calculated based on Transport Order scheduled date

Test Case TC-TR-023: Create FCL Template with Multiple Legs

Objective: Create a Full Container Load (FCL) template with multiple legs for container transport

Prerequisites:

  • Container Yard created
  • Container Depot created
  • Port facility created
  • Terminal created

Steps:

  1. Navigate to Transport > Transport Template > New
  2. Fill in the header:
    • Code: TEMP-FCL-MNL-PORT-001
    • Description: FCL Container Route: Manila CY to Port
  3. Add multiple template legs for FCL flow:

Leg 1: Container Yard to Depot

  • Click Add Row in Legs table
  • Facility Type From: Container Yard
  • Facility From: Manila Container Yard
  • Facility Type To: Container Depot
  • Facility To: Manila Container Depot

Leg 2: Depot to Port

  • Click Add Row in Legs table
  • Facility Type From: Container Depot
  • Facility From: Manila Container Depot
  • Facility Type To: Port
  • Facility To: Manila Port

Leg 3: Port to Terminal (Optional Return)

  • Click Add Row in Legs table
  • Facility Type From: Port
  • Facility From: Manila Port
  • Facility Type To: Terminal
  • Facility To: Manila Distribution Center
  1. Click Save
  2. Navigate to Transport > Transport Order > New
  3. Fill in Transport Order header:
    • Customer: [Select customer]
    • Scheduled Date: Tomorrow
    • Transport Job Type: Container
    • Container Type: 20ft
    • Container No: CONT-1234567
    • Vehicle Type: Container Truck
    • Transport Template: TEMP-FCL-MNL-PORT-001
  4. Click Get Leg Plan button (if available)
  5. Verify all 3 legs are populated:
    • Leg 1: Container Yard → Container Depot
    • Leg 2: Container Depot → Port
    • Leg 3: Port → Terminal
  6. Verify scheduled dates are calculated (if day_offset fields exist in template)
  7. Click Save
  8. Click Submit
  9. Create Transport Job from this Transport Order
  10. Verify all legs are copied to Transport Job

Expected Results:

  • FCL Template created with multiple legs
  • All legs are properly sequenced
  • Template can be used for Container transport jobs
  • All legs auto-populate in Transport Order
  • Legs maintain proper sequence
  • Transport Job inherits all legs from template
  • Container-specific fields are preserved

Test Case TC-TR-024: Use Transport Template in Transport Order

Objective: Use an existing transport template to quickly create a transport order

Prerequisites:

  • Transport Template created (from TC-TR-022 or TC-TR-023)

Steps:

  1. Navigate to Transport > Transport Order > New
  2. Fill in the header:
    • Customer: [Select customer]
    • Booking Date: Today
    • Scheduled Date: Tomorrow
    • Transport Template: [Select existing template]
  3. Observe that legs table may auto-populate OR
  4. Click Get Leg Plan button (if available in form)
  5. Verify legs are populated from template:
    • All facility types and facilities are copied
    • Sequence is maintained
    • Dates are calculated based on scheduled_date
  6. Add packages:
    • Click Add Row in Packages table
    • Fill in package details
  7. Add charges (optional):
    • Click Add Row in Charges table
    • Fill in charge details
  8. Click Save
  9. Click Submit
  10. Create Transport Job from this Transport Order
  11. Verify all legs are copied to Transport Job

Expected Results:

  • Transport Template is selectable in Transport Order
  • Legs are populated automatically or via Get Leg Plan button
  • All template legs are copied correctly
  • Facility types and facilities match template
  • Sequence is maintained
  • Transport Job inherits all legs from Transport Order

Test Case TC-TR-025: Consolidation with Multiple Jobs in One Run Sheet

Objective: Test Transport Plan creating one Run Sheet with multiple consolidated transport jobs

Prerequisites:

  • Multiple Transport Jobs created with:
    • Same Load Type (with "Can be Consolidated" checked)
    • Same Vehicle Type
    • Similar routes (can be optimized together)
    • Legs scheduled for the same date
  • Transport Vehicles created
  • Transport Settings configured with consolidation enabled

Steps:

  1. Create Transport Job 1:

    • Navigate to Transport > Transport Job > New
    • Customer: Customer A
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo (with consolidation enabled)
    • Consolidate: ☑ (Checked)
    • Company: [Your company]
    • Add leg:
      • Facility Type From: Terminal
      • Facility From: Manila Distribution Center
      • Facility Type To: Terminal
      • Facility To: Quezon City Terminal
      • Scheduled Date: Tomorrow, 09:00 AM
    • Click Save
    • Click Submit

  2. Create Transport Job 2:

    • Navigate to Transport > Transport Job > New
    • Customer: Customer B
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo (same as Job 1)
    • Consolidate: ☑ (Checked)
    • Company: [Your company]
    • Add leg:
      • Facility Type From: Terminal
      • Facility From: Manila Distribution Center
      • Facility Type To: Terminal
      • Facility To: Makati Terminal
      • Scheduled Date: Tomorrow, 10:00 AM
    • Click Save
    • Click Submit

  3. Create Transport Job 3:

    • Navigate to Transport > Transport Job > New
    • Customer: Customer C
    • Transport Job Type: Standard
    • Vehicle Type: Truck
    • Load Type: General Cargo (same as Job 1)
    • Consolidate: ☑ (Checked)
    • Company: [Your company]
    • Add leg:
      • Facility Type From: Terminal
      • Facility From: Quezon City Terminal
      • Facility Type To: Terminal
      • Facility To: Pasig Terminal
      • Scheduled Date: Tomorrow, 02:00 PM
    • Click Save
    • Click Submit

  4. Create Transport Plan:

    • Navigate to Transport > Transport Plan > New
    • Plan Date: Tomorrow
    • Company: [Your company]
    • Click Save
    • Click Submit

  5. Generate Run Sheets:

    • Click the Run Sheets button in Transport Plan
    • System will automatically:
      • Find all legs within date window
      • Group legs by Load Type
      • Create Transport Consolidation (if applicable)
      • Optimize routes
      • Create Run Sheets with multiple jobs

  6. Review Results:

    • Check results dialog for consolidation information
    • Verify "Consolidation Active" message appears
    • Check number of Run Sheets created
    • Note that fewer Run Sheets are created than number of jobs (consolidation working)

  7. Open Created Run Sheet:

    • Click on one of the created Run Sheets
    • Review the Legs table
    • Verify multiple legs from different Transport Jobs are included
    • Check that legs are from:
      • Transport Job 1 (Manila → Quezon City)
      • Transport Job 2 (Manila → Makati)
      • Transport Job 3 (Quezon City → Pasig)
    • Verify leg sequence is optimized
    • Check Transport Consolidation link (if field exists)

  8. Verify Transport Consolidation:

    • Navigate to Transport > Transport Consolidation
    • Find the auto-created consolidation
    • Verify all 3 Transport Jobs are included
    • Check total weight and volume are calculated

Expected Results:

  • Multiple Transport Jobs created successfully
  • Transport Plan finds all legs within date window
  • System creates Transport Consolidation automatically
  • One or fewer Run Sheets created than number of jobs (consolidation working)
  • Run Sheet contains legs from multiple Transport Jobs
  • Legs are properly sequenced and optimized
  • Route optimization considers all pickup and drop locations
  • Transport Consolidation is created and linked
  • Vehicle is assigned to the consolidated Run Sheet
  • All jobs in consolidation are tracked together
  • Total weight and volume are calculated correctly

Test Case TC-TR-026: FCL Template with Day Offsets

Objective: Create FCL template with day offsets for multi-day container transport

Prerequisites:

  • Container facilities created
  • Understanding of day offset functionality

Steps:

  1. Navigate to Transport > Transport Template > New
  2. Fill in the header:
    • Code: TEMP-FCL-MULTIDAY-001
    • Description: FCL Multi-Day Container Route
  3. Add template legs with day offsets:

Leg 1: Day 0 - CY to Depot

  • Click Add Row in Legs table
  • Facility Type From: Container Yard
  • Facility From: Manila Container Yard
  • Facility Type To: Container Depot
  • Facility To: Manila Container Depot
  • Day Offset: 0 (if field exists)

Leg 2: Day 1 - Depot to Port

  • Click Add Row in Legs table
  • Facility Type From: Container Depot
  • Facility From: Manila Container Depot
  • Facility Type To: Port
  • Facility To: Manila Port
  • Day Offset: 1 (if field exists)

Leg 3: Day 2 - Port to Terminal

  • Click Add Row in Legs table
  • Facility Type From: Port
  • Facility From: Manila Port
  • Facility Type To: Terminal
  • Facility To: Manila Distribution Center
  • Day Offset: 2 (if field exists)
  1. Click Save
  2. Navigate to Transport > Transport Order > New
  3. Fill in:
    • Customer: [Select customer]
    • Scheduled Date: 2025-01-15
    • Transport Job Type: Container
    • Container Type: 40ft
    • Container No: CONT-9876543
    • Transport Template: TEMP-FCL-MULTIDAY-001
  4. Click Get Leg Plan button
  5. Verify scheduled dates are calculated:
    • Leg 1: 2025-01-15 (Day 0)
    • Leg 2: 2025-01-16 (Day 1)
    • Leg 3: 2025-01-17 (Day 2)
  6. Click Save

Expected Results:

  • FCL Template created with day offsets
  • Day offsets are saved in template legs
  • When template is used, scheduled dates are calculated:
    • Base date + day offset for each leg
  • Legs maintain proper sequence
  • Multi-day container transport is properly scheduled

Scenario 11: Error Handling and Validation

Test Case TC-TR-027: Test Required Field Validation

Objective: Verify that required fields are validated

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Try to save without filling required fields:
    • Leave Customer blank
    • Leave Company blank
    • Leave Transport Job Type blank
  3. Click Save

Expected Results:

  • Error message displayed: "Customer is required"
  • Error message displayed: "Company is required"
  • Error message displayed: "Transport Job Type is required"
  • Document cannot be saved

Test Case TC-TR-028: Test Container Job Validation

Objective: Verify container-specific validations

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Select Transport Job Type: Container
  3. Leave Container Type and Container No blank
  4. Click Save

Expected Results:

  • Error message: "Container Type is required for Container transport jobs"
  • Error message: "Container Number is required for Container transport jobs"
  • Document cannot be saved

Test Case TC-TR-029: Test Status Transition Validation

Objective: Verify status transitions are validated

Steps:

  1. Navigate to a Transport Job with status "Completed"
  2. Try to change status to "Draft"
  3. Click Save

Expected Results:

  • Error message: "Cannot change status from Completed to Draft"
  • Status remains "Completed"

Test Case TC-TR-030: Test Leg Validation

Objective: Verify leg validations

Steps:

  1. Navigate to Transport > Transport Job > New
  2. Fill in required header fields
  3. Try to submit without adding any legs
  4. Click Submit

Expected Results:

  • Error message: "Submitted Transport Job must have at least one leg"
  • Document cannot be submitted

Scenario 12: Reports and Analytics

Test Case TC-TR-031: View Transport Cost Per Job Report

Objective: View cost analysis report

Steps:

  1. Navigate to Transport > Reports > Transport Cost Per Job
  2. Set filters:
    • From Date: [Start date]
    • To Date: [End date]
    • Company: [Your company]
  3. Click Run

Expected Results:

  • Report displays all transport jobs in date range
  • Shows costs per job
  • Can be exported to Excel/PDF

Test Case TC-TR-032: View Vehicle Utilization Report

Objective: View vehicle utilization analytics

Steps:

  1. Navigate to Transport > Reports > Vehicle Utilization Report
  2. Set filters:
    • From Date: [Start date]
    • To Date: [End date]
    • Vehicle: [Select vehicle or leave blank for all]
  3. Click Run

Expected Results:

  • Report displays vehicle utilization metrics
  • Shows trips, distance, hours
  • Can identify underutilized vehicles

Test Case TC-TR-033: View On-Time Delivery Report

Objective: View delivery performance report

Steps:

  1. Navigate to Transport > Reports > On-Time Delivery Report
  2. Set filters:
    • From Date: [Start date]
    • To Date: [End date]
    • Customer: [Select customer or leave blank]
  3. Click Run

Expected Results:

  • Report displays on-time delivery percentage
  • Shows delayed deliveries
  • Can identify performance issues

Expected Results Summary

Document Creation

  • All documents should save without errors
  • Required fields should be validated
  • Auto-calculated fields should populate correctly
  • Status should update appropriately

Workflow Progression

  • Transport Order → Transport Job → Run Sheet → Completion
  • Status transitions should follow: Draft → Submitted → In Progress → Completed
  • Invalid status transitions should be blocked

Data Integrity

  • Legs should be properly linked between documents
  • Charges should be copied correctly
  • Packages should be tracked accurately
  • Distances and durations should calculate correctly

Philippine-Specific

  • Addresses should follow Philippine format
  • Currency should be PHP
  • Locations should be Philippine cities/provinces
  • Phone numbers should follow Philippine format (+63)

Troubleshooting

Common Issues and Solutions

Issue 1: Routing not calculating

Symptoms: Distance and duration fields remain empty Solutions:

  • Check Transport Settings > Routing Provider is configured
  • Verify OSRM/Google/Mapbox API is accessible
  • Check network connectivity
  • Verify addresses are complete and valid

Issue 2: Vehicle not available

Symptoms: Vehicle not appearing in available vehicles list Solutions:

  • Check vehicle status is "Active"
  • Verify vehicle is not assigned to another active Run Sheet
  • Check vehicle type matches job requirement

Issue 3: Legs not auto-populating

Symptoms: Legs not copying from Transport Order to Transport Job Solutions:

  • Verify Transport Order is submitted
  • Check Transport Order has legs defined
  • Ensure Transport Job is created from Transport Order

Issue 6: Transport Plan not finding legs

Symptoms: No legs found when clicking Run Sheets button in Transport Plan Solutions:

  • Check Transport Settings > Forward Days and Backward Days are configured
  • Verify Transport Legs have a date field populated (date, scheduled_date, booking_date, etc.)
  • Ensure Transport Legs are within the date window (Plan Date ± Forward/Backward days)
  • Check Transport Legs are not already assigned to another Run Sheet
  • Verify Transport Legs are not cancelled (docstatus < 2)

Issue 7: Run Sheets created without vehicles

Symptoms: Run Sheets created but no vehicle assigned Solutions:

  • Check Transport Vehicles exist with company_owned = 1
  • Verify vehicle type matches leg requirements
  • Check vehicle availability (not assigned to another Run Sheet on same date)
  • Verify vehicle capacity meets leg requirements (weight, volume, pallets)
  • Manually assign vehicles to unassigned Run Sheets

Issue 8: Consolidation not working in Transport Plan

Symptoms: Legs not being consolidated into trips Solutions:

  • Verify Load Type has "Can be Consolidated" checked
  • Check legs have same vehicle type
  • Verify legs are compatible (hazardous materials, capacity constraints)
  • Ensure legs are on the same date
  • Check Transport Consolidation doctype exists

Issue 9: Transport Template legs not populating

Symptoms: Legs not appearing when template is selected in Transport Order Solutions:

  • Verify Transport Template has legs defined
  • Check if "Get Leg Plan" button needs to be clicked
  • Ensure facility types and facilities exist in the template
  • Verify template code is correct
  • Check if scheduled_date is set in Transport Order (required for date calculations)
  • Try refreshing the form after selecting template

Issue 10: Multiple jobs not consolidating in one Run Sheet

Symptoms: Each job gets its own Run Sheet instead of being consolidated Solutions:

  • Verify all jobs have "Consolidate" checkbox checked
  • Check all jobs use the same Load Type
  • Ensure Load Type has "Can be Consolidated" enabled
  • Verify all jobs have same Vehicle Type
  • Check legs are scheduled for the same date
  • Ensure Transport Plan date window includes all leg dates
  • Verify jobs are not already in a Transport Consolidation
  • Check vehicle capacity can handle all consolidated jobs

Issue 4: Carbon calculation not working

Symptoms: Carbon footprint fields are empty Solutions:

  • Check Transport Settings > Carbon Autocompute is enabled
  • Verify vehicle type is set
  • Ensure distance is calculated for legs
  • Check emission factors are configured

Issue 5: Sales Invoice creation fails

Symptoms: Cannot create Sales Invoice from Transport Job Solutions:

  • Verify all legs are completed
  • Check Transport Job has charges defined
  • Ensure Transport Job is submitted
  • Verify no Sales Invoice already exists for the job

Test Data Examples

Sample Philippine Addresses

Manila:

  • Address Line 1: 123 Rizal Avenue
  • Address Line 2: Barangay 101
  • City: Manila
  • State: Metro Manila
  • Country: Philippines
  • Postal Code: 1000

Quezon City:

  • Address Line 1: 456 EDSA
  • Address Line 2: Barangay Kamuning
  • City: Quezon City
  • State: Metro Manila
  • Country: Philippines
  • Postal Code: 1100

Makati:

  • Address Line 1: 789 Ayala Avenue
  • Address Line 2: Barangay Bel-Air
  • City: Makati City
  • State: Metro Manila
  • Country: Philippines
  • Postal Code: 1200

Sample Phone Numbers

  • Landline: +63 2 1234 5678
  • Mobile: +63 917 123 4567

Sample Vehicle License Plates

  • Format: ABC-1234 (3 letters, 4 numbers)
  • Examples: ABC-1234, XYZ-5678, DEF-9012

Test Execution Checklist

Pre-Testing

  • All master data created
  • Transport Settings configured
  • Test users with appropriate permissions
  • Test data prepared

Core Functionality Testing

  • Transport Order creation
  • Transport Job creation
  • Run Sheet creation
  • Leg management
  • Status transitions
  • Consolidation
  • Container jobs

Advanced Features Testing

  • Routing calculation
  • Carbon footprint calculation
  • Sales Invoice creation
  • Proof of Delivery
  • Reports

Validation Testing

  • Required field validation
  • Status transition validation
  • Container job validation
  • Consolidation validation

Philippine-Specific Testing

  • Address format validation
  • Currency (PHP) handling
  • Phone number format
  • License plate format

Notes

  • All testing should be performed in a test environment
  • Backup data before running destructive tests
  • Document any bugs or issues found during testing
  • Update this guide as new features are added
  • Keep test data realistic and representative of actual usage

Revision History

Version Date Author Changes
1.0 2025-01-XX [Author] Initial version with Philippine settings

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