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Transport RC Testing Guide

Agilasoft Cloud Technologies edited this page Jan 1, 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: Run Sheet Creation and Management

Test Case TC-TR-013: Create Run Sheet from Transport Job

Objective: Create a run sheet for dispatching a transport job

Prerequisites:

  • Transport Job created and submitted
  • Transport Vehicle created
  • Dispatcher created

Steps:

  1. Navigate to the submitted Transport Job
  2. Click Create > Run Sheet (if button exists) OR
  3. 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]
    • Transport Company: [Select transport company]
    • Transport Job: [Select the Transport Job]
    • Status: Draft
  5. Verify that legs are auto-populated from Transport Job
  6. Click Save
  7. Click Submit

Expected Results:

  • Run Sheet created successfully
  • All legs from Transport Job are copied
  • Vehicle is marked as assigned
  • Run Sheet status is "Planned" or "Dispatched"
  • Transport Legs are linked to the Run Sheet

Test Case TC-TR-014: Update Run Sheet Leg Status

Objective: Update individual leg statuses in a run sheet

Prerequisites:

  • Run Sheet created and submitted (from TC-TR-013)

Steps:

  1. Navigate to the submitted 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

Scenario 6: Transport Plan

Test Case TC-TR-015: Create Transport Plan

Objective: Create a transport plan for multiple jobs

Prerequisites:

  • Multiple Transport Jobs created
  • Transport Settings configured with forward/backward days

Steps:

  1. Navigate to Transport > Transport Plan > New
  2. Fill in the header:
    • Plan Date: Today
    • Status: Draft
  3. Add Transport Jobs:
    • Click Add Row in Transport Jobs table
    • Select multiple Transport Jobs
  4. Review the plan:
    • Check job assignments
    • Verify routes
    • Check vehicle availability
  5. Click Save
  6. Click Submit

Expected Results:

  • Transport Plan created successfully
  • All selected jobs are included
  • Plan can be used for scheduling
  • Status is "Planned"

Scenario 7: Proof of Delivery

Test Case TC-TR-016: 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 8: Routing and Distance Calculation

Test Case TC-TR-017: 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 9: Carbon Footprint Calculation

Test Case TC-TR-018: 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 10: Sales Invoice Creation

Test Case TC-TR-019: 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 11: Transport Template

Test Case TC-TR-020: Create Transport Template

Objective: Create a reusable transport template

Prerequisites:

  • Facilities/terminals created

Steps:

  1. Navigate to Transport > Transport Template > New
  2. Fill in the header:
    • Template Name: Manila to Quezon City Route
    • Description: Standard route from Manila to Quezon City
  3. Add template legs:
    • Leg 1:
      • Facility Type From: Terminal
      • Facility From: Manila Distribution Center
      • Facility Type To: Terminal
      • Facility To: Quezon City Terminal
      • Sequence: 1
  4. Click Save
  5. Navigate to Transport > Transport Order > New
  6. Select the Transport Template from dropdown
  7. Verify legs are auto-populated

Expected Results:

  • Transport Template created successfully
  • Legs are saved in template
  • Template can be selected in Transport Order
  • Legs are auto-populated when template is selected

Scenario 12: Error Handling and Validation

Test Case TC-TR-021: 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-022: 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-023: 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-024: 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 13: Reports and Analytics

Test Case TC-TR-025: 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-026: 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-027: 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 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

End of Document

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Intercompany

Special Projects

Pages

Features

Reports

Glossary

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