Links

Test environment: https://folio-dev-thunderjet-2nd-diku.ci.folio.org/

Test credentials (banking permissions): banktest/test

Test credentials (no banking permissions): nobank/test

Jira feature:  UXPROD-4170 - Organizations - Store banking information for a given organization Closed

Feedback form: https://forms.office.com/Pages/ResponsePage.aspx?id=yjb6UNN98USePxvzmjljpUfvxSk5Rc5KvLiTjVD9V7dUMUwxOTI0NEUwWjU5V1AySFBRUkhFREpXSS4u

Permissions (for testing in other environments)

• Organizations: View, edit, create
• Organizations: View and edit banking information (disable for testing permissions without banking authorizations)

Related videos

UAT Overview

Introduction to Banking information UAT

Known Issues

Key	Summary	T	Created	Updated	Due	Assignee	Reporter	P	Status	Resolution
UIORGS-418	Suppress banking error message for unauthorized user		21/Dec/23 6:45 PM	01/Feb/24 7:28 AM		Joseph Reimers	Joseph Reimers		Closed	Done

1 issue

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Instructions

The feedback form generally follows the steps listed below. We suggest filling out the form as you work your way through the test.

1. Log into the test environment (linked above) using the account with banking permissions enabled.
2. Navigate to the "Organizations" app
3. Click the "New" button
4. Fill out the required fields along with any optional fields you wish. Be sure to check the "vendor" box.
5. Enter at least one address in the "Contact information" accordion and assign it a category.
6. Open the "Banking information" accordion and click "Add banking information".
7. Fill out the Banking information fields, then click "Save & Close". Be sure to make note of the bank account number.
8. Review the information on the Organization view pane for accuracy. Be sure to expand the "Banking information" accordion to ensure that it is visible and that the information is accurate.
9. Close out of the new Organization record by clicking the "X" in the upper left corner of the Organization view pane.
10. In the "Search & Filter" panel, select the "All" dropdown at the top and switch it to Bank Account Number. Search for the organization you just created using the bank account number entered.
11. Log out.
12. Log back in using the account with banking permissions disabled.
13. Navigate to the Organizations app and search for the organization created above. Verify that the "Search & Filter" dropdown options do NOT include Bank account information.
14. Review the information on the Organization view pane. Be sure to verify that "Banking information" does not appear.
15. Click Actions - Edit
16. Review the available information. Feel free to make any desired changes. Verify that "Banking information" does not appear.
17. Log out.