Epicor BisTrack Testing

Hari Mahesh

Epicor BisTrack is an ERP (Enterprise Resource Planning) software designed to help businesses get better visibility into their processes, streamline operations, and improve their efficiency. Epicor BisTrack is designed specifically for industries like lumber, building materials (LBM), and construction supplies. Epicor BisTrack provides tools to manage key areas of the business, from production, supply chain and financials, inventory, and customer relationship management.

Epicor BisTrack is a flexible solution with both on-premises and cloud-based deployment options that can be applied to all businesses: big and small. It allows enterprises to bring together and automate essential workflows while also maximizing resources and enhancing decision-making based on real-time data insights. Now, let’s take a look at some of Epicor’s core features.

• Point of Sale (POS) System: Delivers responsive and functional point-of-sale capabilities for retail and trade sales, including cash and credit account interactions.
• Inventory & Warehouse Management: Tracks stock levels in real-time, optimizes inventory control, and multi-location warehouse management.
• Customer Relationship Management (CRM): Tracks interactions, purchase history, and account information to improve customer service and interaction.
• Order Management & Fulfillment: Streamlines the order-to-delivery process, from sales orders through backorders and special orders.
• Delivery & Logistics Tracking: Provides optimal logistics management with route planning, GPS tracking, and electronic proof of delivery.
• Purchasing & Supplier Management: Automate procurement processes, monitor supplier performance , and improve purchasing decisions.
• Financial Management & Accounting: Manages accounts payables, account receivables, general ledger, and financial reporting using industry-specific accounting solutions.
• Web & Mobile Access: Enable users to access important ERP features through web portals at the same time as through mobile apps for sales, inventory, and dispatch management.
• Business Intelligence & Reporting: Offers data insights, custom reporting, and dashboards in real-time for informed decision-making.
• Cloud & On-Premises Deployment: Enables cloud and on-premises deployment, providing customers more choice depending on business needs.

Testing Epicor BisTrack

Testing Epicor BisTrack is crucial to ensure its modules function seamlessly, meet business requirements, and perform reliably in real-world scenarios. The platform’s robust architecture includes key modules such as manufacturing management, supply chain management (SCM), financial management, customer relationship management (CRM), and human capital management (HCM), all of which require thorough testing.

To maintain efficiency and ensure smooth operations, several types of testing must be conducted for Epicor BisTrack, including:

• End-to-End (E2E) Testing: Needed to test complete business workflows, such as order management, inventory updates, and financial reporting. It ensures all modules and systems work together seamlessly in real-world scenarios.
• Integration Testing: Verifies the seamless interaction between Epicor modules, such as CRM and financial systems, and external third-party integrations. This maintains smooth data flow and accurate communication across all interconnected components.
• Security Testing: Tests the protection of sensitive data within Epicor BisTrack by identifying vulnerabilities and validating access controls. It also manages compliance with industry security standards and protocols.
• Data Migration Testing: Verifies that data transferred from legacy systems to Epicor BisTrack is accurate and complete. It provides proper mapping, transformation, and integrity of the migrated data.
• Cross-Platform Testing: Validates that Epicor BisTrack performs consistently across different browsers, devices, and operating systems. This ensures a smooth user experience regardless of the platform used.

Manual and automated testing can both be performed on Epicor BisTrack, but considering the huge number of scenarios to validate with multiple combinations of browsers and platforms, manual testing has limited efficiency. It is not practical to run things like performance and load tests by hand as well. Using automated testing is, therefore why, a better solution as it should provide complete, repeatable, and efficient validation of all the important features.

Performing E2E Tests for Epicor BisTrack

End-to-End (E2E) tests for Epicor BisTrack validate complete business workflows, ensuring seamless operation across interconnected modules like manufacturing, supply chain, and financial management. These tests replicate real-world scenarios, such as processing a customer order from creation to inventory adjustment and final invoicing. E2E testing ensures accurate data flow and communication between modules, verifying that the entire system operates as expected. By identifying potential issues in cross-module interactions, E2E tests help ensure smooth and reliable business operations.

Enhancing Epicor BisTrack Testing with testRigor

Epicor is a robust and intricate system, this poses challenges when relying on traditional automation tools. As they often lead to higher maintenance costs and effort, offering limited benefits for automation. This is where modern AI-enabled automation tools make a significant difference. Among these tools, testRigor stands out with its advanced features and capabilities. Let’s explore how testRigor increases the effectiveness of End-to-End (E2E) testing for Epicor.

• Natural Language Automation: testRigor allows you to write test scripts in plain English, making it accessible to non-technical team members like manual testers, management, and business analysts. This broadens participation in test creation, increasing test coverage and addressing more scenarios.
• Stable Element Locators: Instead of using traditional XPath or CSS locators, testRigor identifies elements based on visible text on the screen using advanced AI. This AI-powered approach reduces maintenance effort and lets teams focus on building use cases rather than fixing flaky tests. For example:

  click "cart"
  enter "Peter" into "Section" below "Type" and on the right of "Description"

• Comprehensive Testing: testRigor handles a wide range of testing needs, including web, mobile apps, desktop apps, APIs, visual testing, accessibility testing, all within a single tool. So you can perform cross-platform testing efficiently.
• Reduced Test Maintenance: By focusing on the end-user perspective and minimizing reliance on locators, testRigor reduces the time spent on test maintenance, especially for rapidly changing products. Read: Decrease Test Maintenance Time by 99.5% with testRigor.
• Seamless Integrations: With built-in integrations for CI/CD tools like Jenkins and CircleCI, test management systems like TestRail, defect trackers like Jira, and communication tools like Slack and Microsoft Teams, testRigor easily fits into your existing workflows.

Now let’s see a sample script written in testRigor for Epicor BisTrack:

login //Reusable rule
click "Home"
click "Find Documents"
enter "Sales Orders" into "Look For"
enter "Order Number" into "Where"
enter "Equals" to the right of "Look For"
click "Go"
click on table at row containing stored value "Order Number"

The application that we considered above is a Desktop application, and if you notice, the test scripts are very simple. The scripts are written in the same way we automate web applications. You can easily create functions (Reusable Rules) for the test steps you use repeatedly and call them in test cases by simply writing their names.

The points above highlight just a few of the many powerful features testRigor offers. To discover all its capabilities, explore more details here or sign up for a demo to start your journey.

“We spent so much time on maintenance when using Selenium, and we spend nearly zero time with maintenance using testRigor.”

Keith Powe VP Of Engineering - IDT