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OPP TEST-OPP-009 UC: UC-6.9

Manage Revenue Splits

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Prerequisites

  • User is logged in
  • An opportunity exists within the user’s scope

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to an Opportunity Detail page and click the Splits tab
Splits tab loads showing current revenue splits (if any) or an empty state
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2
Click Add Split (or equivalent button)
A new split row appears with fields for sales rep and percentage
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3
Select a sales rep from the dropdown and enter a percentage (e.g., 60%)
Split row shows the selected rep and percentage
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4
Click Add Split again and add a second rep with 40%
Second split row appears with the selected rep and percentage
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5
Verify the system validates that percentages total 100%
System shows a valid state indicator (e.g., green checkmark or ‘Total: 100%’)
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6
Change the first split from 60% to 70% (making the total 110%)
System shows a validation warning that percentages exceed 100%
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7
Correct the second split to 30% so the total returns to 100%
Validation warning clears and totals show 100%
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8
Remove one split by clicking its delete/remove button and verify the remaining split’s total updates
Split is removed and the total recalculates (will likely show less than 100% requiring adjustment)
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Acceptance Criteria

← Bulk Change Opportunity Stage