Page Comparison

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1. Log into the test environment (linked above)
2. Navigate to the Lists (Beta) app
3. Click "New"
4. Enter a list name. Assign a record type of "purchase order line"
5. Be sure visibility is shared and status is active
6. Click Build query
7. Enter search terms likely to result in a valid list of results. Feel free to experiment with different terms and operators.
   
   1. As the specific case being tested relates to pending encumbrances, it is recommended that, at a minimum, "PO Workflow status == Pending" should be tested.
   2. Additional criteria, including estimated price and currency, can also be tested.
8. Click "test query". This may take a few moments
9. When you have a valid query, click "Run query & save". This may take several moments.
10. A green bar will appear at the top of the screen: "Refresh complete with X records." Click "Refresh screen.
11. The list of records will appear
12. 1. Click
    Actions →
    1. Actions → Edit
    list
    1. and make any
    edit
    1. change to the list (e.g.
    to
    1. editing the description)
    2. Note that this is a temporary workaround for a known issue and will be resolve by go-live and select the columns you wish to export
       1. Note: The above is not part of the normal lists process, but is related to a bug currently being worked on. This step will allow the test to proceed normally
       2. The above bug has been resolved.
13. Click Actions → Export list (CSV). This may take several moments.
14. Open the exported CSV.
15. Verify that you can perform any necessary calculations or transformations to determine pending expenditures.