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Sap 1

SAP stands for Systems Applications and Products in Data Processing and is also the name of an ERP software and company. The document defines SAP as an ERP software and provides background on its founding in 1972. It aims to provide essential information about what SAP is and its origins.

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Amit Katkar
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0% found this document useful (0 votes)
35 views44 pages

Sap 1

SAP stands for Systems Applications and Products in Data Processing and is also the name of an ERP software and company. The document defines SAP as an ERP software and provides background on its founding in 1972. It aims to provide essential information about what SAP is and its origins.

Uploaded by

Amit Katkar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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What is SAP?

Definition of SAP ERP Software

What is SAP?
SAP stands for Systems Applications and Products in Data Processing.

SAP, by definition, is also name of the ERP (Enterprise Resource Planning) software
as well the name of the company.

SAP Software was Founded in 1972 by Wellenreuther, Hopp, Hector, Plattner, and
Tschira.
A Project Repor t on
TELEPHONE
BILLING SYSTEM
CONTENTS
1) Introduction
i) Introduction of the Project
ii) Objective of the Project
2) System Analysis
i) Introduction
ii) Existing System
iii) Drawback of the Existing System
iv) Proposed System
v) Objective and Advantage of Proposed System
vi) Software Requirement Specification
vii) Data Flow Diagram
viii) Gantt Chart
3) System Design
i) Introduction
ii) Design Strategy
iii) Input Design
iv) Output Design
v) Table Design
4) Tools Chosen
i) Proposed System Environment
ii) About Front End
iii) About Back End
5) Source Code
6) Input And Output Screen
7) Testing And Debugging
8) Scope And Result Discussion
9) Bibliography
1) (i) INTRODUCTION OF
THE PROJECT
The purpose of the project is to present the requirement of the
Computerization of Telephone Billing System. The project thus calculates
the telephone bills automatically. It does almost every work which is
related to automatic telephone billing connection system via- new
connection , customer record modification, viewing customer records &
all works related to rate of bills, meter readings in addition to bill
calculation and bill generation. �Telephone Billing System� is developed
as per seeing the increasing requirement to speed up the work and
incorporate a new work culture. Thus a new software has been proposed
to reduce manual work, improving work efficiency, saving time and to
provide greater flexibility and user-friendliness as the system previously
followed was totally manual one with lots of errors.
1) (ii) OBJECTIVE OF THE PROJECT
The main objective while implementing the project Telephone Billing
System were to minimize the work and at the same time increase
the speed of the work done.
This new system is built with the following objective:
1) Information retrieval will become easy.
2) Maintenance of database as well as overall project will become
easy.
3) Security measure will be adopted, by maintaining the login of
username and the password.
4) Data redundancy will be greatly reduced because this new
system is built using Visual Basic 6.0 as front-end. It entails
looking into duplication of efforts , bottlenecks and inefficient existing
procedures.
2) (i) INTRODUCTION
System analysis is the performance management and documentation of
activities related to the four life cycle phases of any software namely:
� The Study Phase
� The Design Phase
� The Development Phase
� The Operators Phase
System analysis is a vast field of study through which system analyst puts
his thoughts and searches for the solution of problem. He has to get a
clear idea of what he has in hand and what he has to produce. He has to
extract the essence of expectations. He has to satisfy the user in the very
possible way. System analysis needs and should include the following
steps of study:
� Study of current methods, the basic inputs available and
output desired.
� The splitting of a variable inputs into (.dbf) files so as to reduce
redundancy and increase consistency.
� Give the idea of key � field (if any) .
� Ideas regarding code generation.
Software Analysis starts with a preliminary analysis and later switches on
to a detailed one. During the preliminary analysis the Analyst takes a
quick look at what is needed and whether the cost benefits. Detailed
analysis studies in depth all the cornered factors, which builds and
strengthens the software.
A system study is a step-by-step process used to identify and then
developed the software needed to control the processing of specific
application. System study is also known as SDLC (Software Development
Life Cycle).
Steps of SDLC are:
1. Problem Definition
2. Feasibility Study
3. System Analysis
4. System Design
5. Implementation
6. Post Implementation
7. Maintenance
2)(ii) EXISTING SYSTEM
The existing system was a manual one. Whatever be the process
involved in the system were done through register (files) . There were lots
of complexities involved in the system. When any customer takes new
connections then separate files were maintained. Updating of data was
very tedious job. It was not easy to do several administrative works like
managing rates of calls, addition or modification of metered calls &
customer entries.
2) (iii) DRAWBACKS OF
EXISTING SYSTEM
In the existing system all the office works was done manually. The
manual work processes was time consuming and hence slow. Following
are the main drawbacks of the existing system:
v The existing system is totally manual thus there are chances of
error in processing.
v The basic and major drawbacks in the existing system are the
speed of retrieval of data from files, which leads to delay.
v Maintenance of voluminous data is very cumbersome and laborious
job.
v The manual jobs such as calculation are more error prone.
v There are plenty of chances of duplicity of data and information.
v Updating is very tedious job.
v There is no central database from where one can get different
statistical data at one place.
The above facts, figures and drawbacks clearly indicate that there is need
for computerization and thus decided to computerize the �TELEPHONE
BILLING SYSTEM�. Since the existing system was totally manual which
has lots of complexities, shortcomings in itself and all the data was being
stored in registers, files etc thus to overcome the limitation of the existing
system, the new computerized system was needed, so that information
can be provided to the user more quickly, easily and more accurately.
3)(iv) PROPOSED SYSTEM
The new system titled �TELEPHONE BILLING SYSTEM� was hence
proposed to remove all the drawbacks discussed above.
Information is a vital ingredient for the operation and
management of any organization. Thus any system should have the
ability to provide error free filtered information after processing the
required data. This system has been taken up with a view for developing
a more sophisticated system that can be easily handled by any kind of
users. The proposed system aims at efficient and timely information for
decision-making, integrate with other functions, and reduce redundant
work.
Important features of this proposed system are:
� Consistent user interface with high economic features built into it.
� System design in modular and structured way so as to make the
integration with other subsystems easier.
� User has complete control as it provides and accept only
appropriate and valid data.
� User-friendly error messages are provided wherever necessary.
� Addition, deletion, modification of records as when needed.
� Providing connections to new customers.
� Bill generation for customers.
2) (v) OBJECTIVES OF
THE
PROPOSED SYSTEM
� To reduce workload of staff.
� To reduce the delay in processing time.
� To reduce the delay in bill generation.
� To provide the user-friendliness in all possible ways.
� To provide greater flexibility.
� Make maintenance changes easy.
� To store data in a centralized location to reduce redundancy and
increase consistency.
2) (vi) SRS
SRS (Software Requirement Specification) is a document that completely
describes what the proposed should do, without describing how the
software does it.
PURPOSE : The purpose of the project is to develop a system which
is user friendly, easy to use , maintain and satisfies all the
requirements of the user.
PERFORMANCE REQUIREMENT
1) The operation time should be small and the throughput should be high.
2) It should produce timely and accurate result.
SOFTWARE QUALITY ATTRIBUTES
i) Maintainability � Since it is directly associated with the
database, so there is very little maintainability problem with
this tool.
ii) Portability � Since there is very limited usage of separate
forms, this tool is very much portable. This tool uses several
canvases on the same form.
iii) Flexibility � This tool is very much flexible for future
enhancements.
2) (vii) DATA FLOW
DIAGRAM
� CONTEXT DIAGRAM
CUSTOMER RECORDS
AND RATES
GENERATED BILL
TELEPHONE
BILLING
SYSTEM
CUSTOMER
ADMINISTRATOR
� FIRST LEVEL DATA FLOW DIAGRAM
Input Username And Password
Valid User
New Customer Details
New Customer
Details
(table 1)
Input Ratings
Rate Maintenance
( table 2)
Ratings
Customer Details
(Master File)
ADMINISTRATOR
1
Login
Verificatio
n
2
Processing
of new
customer
information
3
Processing of
ratings for
different types
of calls
Input Meter / Minute Reading For Valid
Customer
Customer
Number Minute reading ( table 3)
Customer Minute Details
FIRST LEVEL DATA FLOW DIAGRAM
(continued )
Valid customer number
and Minute details
Ratings
Generated
Bill
Rate Maintenance
Customer Name And Address
4
Verification of
valid customer
and processing
of minute
reading
5
Generation of
Bill
User
� SECOND LEVEL DATA FLOW DIAGRAM
Here �Process 5� is exploded, since it is required to show its further details.
Valid customer no. & minute details
R a ti ng s ( table 3)
Multiplied Result
Rate Maintenance
( table 2) Multiplied Result
Customer Bill Details
( table 4)
Individual Bills for each call
types Monthly Rental
Customer Details
(Masterfile)
Customer Minute Details
5.1
Minute
Reading is
multiplied with
corresponding
rating
5.2
Multiplied
Result is inserted
in table
5.3
Bill is generated,
using this multiplied
result, monthly
rental, getting the
sum with customer
name & address
Customer Name & Address
Customer Details
( Master file)
2) (viii) PROJECT
PLANNING AND
SCHEDULING
� GANTT CHART
Problem Statement
& Analysis
Feasibility Study
Logical & Conceptual
System Designing
Generated Bill
Coding, Testing &
Documentation
1 Jun�07 20 Jun�07 10 Jul�07 30 Jul�07 20 Aug�07
3) (i) INTRODUCTION
System design is the second step in the system life cycle, in which overall
design of the system is achieved. The functionalities of the system is
designed and studied in this phase. The first step is designing of program
specification. This determines the various data inputs to the system, data
flow and the format in which output is to be obtained.
Design phase is a transmission phase because it is a transition from user
oriented document to computer data. The activity in the design phase is
the allocation of functions to manual operations, equipment and computer
programs. Flow charts prepared in the study time received and
decomposed until all functions in the system perform evidently.
Design is a multistep process that focuses on data structures, software
architecture, procedural details( algorithms etc) and links between the
modules. The design process goes through logical and physical stages. In
logical design reviews are made linking existing system and specification
gathered. The physical plan specifies any hardware and software
requirement, which satisfies the local design.
Modularization of task is made in the mode. The success of any
integrated system depends on the planning of each and every
fundamental module. Usually a project is revised in step by step
sequence. Inter phase management of such module is also
important.Software design methodology changes continually as new
methods, better analysis and broader understanding evolve.
Various techniques for software design do exit with the availability of
criteria for design quality. Software design leads three technical
activitiesdesign,
code and test.
The techniques for software design do exit with the availability of criteria
for design quality. Software design leads three technical activities-design,
code and test that are required to build and verify software. Each activity
transforms information, which validates the software. The design system
converts theoretical solution introduced by the feasibility study into a
logical reality.
3)(ii) DESIGN
STRATEGY
The design strategy is a vital aspect of the system to be developed. The
design of the software reflects the basic understanding of the problem.
For designing a good system what we have to be is to get correct
definition of the problem and analyze the problem thoroughly.
The design of a system should be such that if a small portion is changed.
The rest of the system should be unaffected. This is the flexibility of the
system. Greater the system flexibility greater will be the system reliability.
While carrying out the job of designing of a new system one has to
consider many factors. These factors include the drawbacks and
limitations of the present manual system as well as of the features and
advantages of the proposed system. It should be designed in such a
manner that even a layman can run it without any difficulty.
An important quality of a software must enjoy is �user friendliness�. It can
be achieved in many ways like providing menu, giving context sensitive
help, doing automatic validation to input data, etc. Another main factor is
speed efficiency. In order to achieve speed efficiency, the program should
be designed accordingly and the user is provided with a compiled copy of
the software package with necessary data file format rather than source
code.
Design of input and output formats is equally important for any design.
The output format should be designed in such a way that it must reflect all
the required information in detail. The design of the database itself such
as type of data stored, size of data etc. Some of the decisions made
during database design are:
� Which data items are to be recorded and in which database.
� Length of each record, based on the characteristics of the data
items on which it is based.
� Data who�s unauthorized change must be prevented.
� Data, which must be avoided from redundancy.
� Maintenance of data integrity etc.
� Avoid over writings.
� Prevents invalid data access and changes.
Having all this, a positive interaction with clients at every stage of
development is the core around which the software is built.
3) (iii) INPUT DESIGN
Input design is the process of converting user-originate inputs to a
computer-based format. The goal of design input data is to make data
entry as easy, logical and free. The most common source of data
processing errors is inactive input data. Effective design of the input data
minimizes the error made by data entry operators. Catching errors on
input is far less costly than correcting after data storage is complete.
User-friendly input design enables quick error detecting and correction.
Verification and validation is the most important in input design. Since the
system is used interactively, it has two types of inputs. Interactive inputwhich
is the point contact of the user with the system and the input to the
internal system i.e. Databases. For full efficiency of the system, it is
necessary that the input must be accurate. Since the user of the system
may not be a technical person and may not know input concepts so it is
required that he warn, prevent and correct invalid data entry.
There are many ways that can be designed to handle such a situation.
We can prevent the user entering invalid data into the databases by
warning, neglecting or messaging appropriately. The user is then allowed
to input correct data. Some help provisions may aid the user to point out
the error. In this system inputs are collected from terminals through
keyboard.
3) (iv) OUTPUT DESIGN
Output design has been an ongoing activity from the very beginning of the
project. The objective of the output design is to convey the information of
all past activities, current status and to emphasize important events. The
output generally refers to the results and information that is generated
from the system.
The output design of the system is accomplished keeping in mind the
following activities:
� Determine what information is to display.
� Decide whether to display or print the information retrieved,
processed, generated from the system.
� Arrange the presentation of information in an acceptable format.
� Decide how to distribute the output to the intended recipients.
In the output design phase one or more output media can be selected.
Out of which the most common ones are CRT displays and print out. Here
only CRT display has been attempted. A rapid enquiry is obtained from
CRT displays. From design is made interesting and attractive. Easy
understanding and effectiveness is made possible.
3) (v) TABLE DESIGN
1. CUSTOMER_RECORDS
custname Text
custadd Text
custphno Number
2. CALL_RATES
local Number
mobile Number
STD Number
ISD Number
MonthlyRental Number
3. CUSTOMER_METER_READING
custphno Text
mLocal Number
mmobile Number
mSTD Number
mISD Number
4. BILL_RECORD
custname Text
custphno Text
custadd Text
localmt Number
mobilemt Number
STDmt Number
ISDmt Number
5. LOGIN
LOGIN_ID AutoNumber
LOGIN_NAME Text
LOGIN_PASSWORD Text
4) (i) PROPOSED SYSTEM
ENVIRONMENT
The system environment can be classified into two categories �
� Hardware environment
� Software environment
Hardware Environment
� The application front-end (client) will be designed on machines
with Windows 98/ Window XP, Pentium III processors, 64/128
MB RAM.
� The database will be running on Windows OS, Pentium III
processors, 64 MB RAM.
Mouse as pointing device.
Software Environment
� The application front end will be designed using Visual Basic 6.0.
� The database has been designed on Microsoft Access (Office
Package).
4) (ii) ABOUT FRONT END
MICROSOFT VISUAL BASIC 6.0
Visual Basic 6.0 is an enjoyable language due to its visual
environment. Building a windows program in Visual Basic requires
dragging and dropping graphic objects on to the screen from a toolbox.
Thus Visual Basic is the efficient GUI tools to develop some exciting
windows-based application.
Visual Basic 6.0 is much more than just a programming language.
The programming language forms the background of all that takes place
in a running Visual Basic program. The language is a secondary
consideration to the user interface. A windows program offers a high
degree of user interaction using the graphical elements that forms the
objects on the window the user sees .If the user interface is not correct,
user will not like the program.
Visual Basic lets one add menus, text boxes, command buttons,
option buttons (for making exclusive choice), check boxes, list boxes,
scroll bars and file and directory boxes to black windows. One can use
Visual Basic to communicate with other applications, running under
windows. Visual Basic offers: More Internet features, better support for
data base development, more language feature to make programming job
easier.
SOME TOOLS OF VISUAL BASIC 6.0
� Data access features allow creating databases, front-end
applications and scalable server side components for most
popular databases formats including Microsoft SQL server and
other enterprise level databases.
� Active X technology allows using functionality provided by other
applications such as Microsoft Word, Microsoft Excel and other
applications and objects could be created using the Professional
Enterprise editions of Visual Basic.
� Internet capabilities make it easy to provide access to documents
and applications across the Internet or Intranet server applications.
The finished applications are a true .exe files that uses a Visual Basic
virtual machine that can be freely distributed.
SIGNIFICANCE FEATURES OF VISUAL BASIC 6.0
Toolbox: The Tool Box window differs from the tool bar. The Tool Box is a
collection of tool that acts as a repository of controls we can place on
forms. Some tools are Selection Pointer, Picture Box, Label, Text Box,
Frame Button, Command Botany, Check Box, Option Button etc.
Form: Visual Basic uses a window; controls are the widgets one place of
a form. In a form we will customize by adding controls such as command
buttons, list boxes to it. At the top of the black form is the little bar with its
caption.
Common Form properties:
There are several common properties to customize a form, these are: -
Caption: Caption is used as a title that the Microsoft Window for the
application icon when the user minimizes the application.
Name: This property is used to give the name that one want to use to
refer to the form.
Enabled: If user sets Enabled to false, the form cannot respond to any
events such as the user checking on the form.
Icon: The icon property determines the icon users application will display
when it is minimized on tool bar or turned into a stand-alone application
on windows desktop.
Visible: If the value of the property is set to false, it will no longer be
visible.
Text Boxes:
It is used to display text or to accept user input. Most of the code is written
to process the information users enter into them. Several properties of
text boxes are as follows: -
Text: The text property in text box is the analog of the caption property for
a command button or a form; it controls text the users see. It determines
whether text on the control such as label or command button, is left
justified, centered, or right justified on the control. The Alignment property
take one of the three values: 0-Left justify, 1-Right justify, 2-Center.
Multiline: This property determines whether a text box can accept more
than one line of text when the user runs the application, and it is usually
combine with resulting the value of the scrollbar property. If true the
property specifies the text box can hold more than a line of text.
Max Length: This property specifies the maximum number of characters
that the text box will accept. A value of 0 indicates that the user can enter
a value of any length.
Locked: This property determines whether the user can enter a value or
change the default value of the text box. If true, the user cannot change
the text box value until the program, at run time assigns a false to this
property.
Password char: The Password property lets us limit what the text box
displays.
Labels: Use Labels to display information programmer does not want the
user to be able to change. Most common use for Labels is to identify a
text box or other control by describing its contents. Another common use
is to display help information.
Message Boxes:
Message boxes display information in the dialog box superimposed on
the form. They want for the user to choose a button before return to the
application. User cannot switch to another form in programmers
applications as long as Visual Basic is displaying a message box.
Value Named constant Description
0 vbOKOnly OK button
1 vbOKCancel OK and Cancel buttons
2 vbAboRetryIgnore Abort,Retry and Cancel buttons
3 vbYesNoCancel Yes and No and Cancel buttons
4 vbYesNo Yes and No buttons
MsgBox � The message goes in codes�, 4
Frames:
Programmer usually frames passively to group images or controls.
Option Buttons:
They all work together. When the user chooses one button, all other
buttons in the group are turned off. The value property of the option
button tells us whether a button was selected by the user. If the value
property is true, the user selected that button; otherwise, its value
property is false.
Check Boxes:
Check Boxes differ from option button in that, regardless of how many
Check Boxes one places on a form, they can all be turned on and off
independently. If the user has selected Check Boxes, the value property
switches to true. It stays true until the user deselects that box.
List and Combo boxes:
Use list boxes when we have a fixed list of choices. Visual Basic
automatically adds vertical scroll bars when the list box is small for all
items it contains.
To allow users to input data as well as choices from a list, we use a
Combo Box.
FOLLOWING ARE THE CUSTOM CONTROLS, WHICH ARE ALSO
DATA AWARE:
� Data List
� Data Combo
� Data Grid
� Microsoft Flex Grid
� Microsoft Hierarchical Flex Grid
� Rich Textbox
� Microsoft Chart
� Date Time Picker
� Image Combo
4) (iii) ABOUT BACK END
MICROSOFT ACCESS
Database: -A database is a set of data, organized for easy access. The
database is the actual data. It is the database that you will be accessing
when you need to retrieve data.
Data Dictionary: -The data dictionary is a set of tables Access uses to
maintain information about the database. The data dictionary contains
information about tables, indexes, clusters, and so on.
DBA (Database Administrator) : - The DBA is the person responsible for
the operation, configuration, and performance of the database. The DBA
is charged with keeping the database operating smoothly, ensuring that
backups are done on a regular basis (and that the backups work), and
installing new software. Other responsibilities might include planning for
future expansion and disk space needs, creating databases and
tablespaces, adding users and maintaining security, and monitoring the
database and retuning it as necessary. Large installations might have
teams of DBAs to keep the system running smoothly; alternatively, the
tasks might be segmented among the DBAs.
DBMS or RDBMS: -The Database Management System is the software
and collection of tools that manages the database. Access software is the
DBMS. A Relational Database Management System is a DBMS that is
relational in nature. This means that the internal workings access data in
a relational manner. Access is an RDBMS.
Query: -A query is a read-only transaction against a database. A query is
generated using the SELECT statement. Users generally distinguish
between queries and other transaction types because a query does not
change the data in the database.
Schema : - A schema is a collection of objects associated with the
database.
Microsoft Access is a very effective DBMS tool which is generally used by
all the users. It is compatible with all types of systems & can be installed
and used as and when required.
5) SOURCE CODE
*******************Code For Start Form*******************
Dim i As Integer
Private Sub Form_Load()
start.Show
Timer1.Enabled = True
ProgressBar1.Value = 0
i = 0
Shape1(i).BackColor = "&HC00000"
i = i + 1
ProgressBar1.Scrolling = ccScrollingSmooth
End Sub
Private Sub Timer1_Timer()
ProgressBar1.Value = ProgressBar1.Value + 2
If ProgressBar1.Value Mod 20 = 0 Then
Shape1(i).BackColor = "&HC00000"
i = i + 1
End If
If ProgressBar1.Value = 100 Then Timer1.Enabled = False: Unload
start1: Unload Me: frmopt.Show
End Sub
*******************Code For Start1 Form*******************
Private Sub Form_GotFocus()
start.Show
End Sub
Private Sub Timer1_Timer()
r = Rnd * 150
g = Rnd * 200
b = Rnd * 150
Label1.Forecolor = RGB (r , g , b)
Label2.Forecolor = RGB (r , g , b)
End Sub
*******************Code For Login Form*******************
Option Explicit
Public LoginSucceeded As Boolean
Private Sub cmdcancel_Click()
LoginSucceeded = False
Me.Hide
frmopt.Show
End Sub
Private Sub cmdok_Click()
If txtPassword = "teleproject" And txtUserName = "poonam" Then
LoginSucceeded = True
MDIForm1.Show
Unload Me
Unload frmopt
Unload frmLoginbase
Else
MsgBox "Invalid Password, try again!", , "Login"
txtPassword.SetFocus
SendKeys "{Home} + {End}"
End If
End Sub
*******************Code For (frmopt) Form*******************
Private Sub cmdenter_Click()
frmLoginbase.Show
frmLogin.Show
Me.Hide
End Sub
Private Sub cmdexit_Click()
End
End Sub
Private Sub cmdhelp_Click()
frmAbout.Show
Me.Hide
End Sub
Private Sub Form_Load()
Unload start1
Unload start
End Sub
Private Sub Timer1_Timer()
r = Rnd * 200
g = Rnd * 100
b = Rnd * 150
Label1.ForeColor = RGB(r, g, b)
Label5.ForeColor = RGB(r, g, b)
Label6.ForeColor = RGB(r, g, b)
End Sub
Private Sub Timer3_Timer()
r = Rnd * 100
g = Rnd * 150
b = Rnd * 200
Label2.ForeColor = RGB(r, g, b)
Label3.ForeColor = RGB(r, g, b)
Label4.ForeColor = RGB(r, g, b)
End Sub
*******************Code For (MDIForm1) Form*******************
Option Explicit
Private Sub about_Click()
frmAbout.Show
End Sub
Private Sub exit_Click()
Unload Me
frmopt.Show
End Sub
Private Sub mnucb_Click()
frmbill.Show
End Sub
Private Sub newcon_Click()
frmnew.Show
End Sub
Private Sub option_Click()
frmoptad.Show
End Sub
Private Sub viewrec_Click()
frmrec.Show
End Sub
**********Code For frmnew called by MDIForm1 Form**********
Option Explicit
Dim rs As Recordset
Dim con As Connection
Private Sub err_han()
Dim response As Integer
Select Case Err.Number
Case -2147467259
Call EDTB(Empty)
Call EmptyTB
MsgBox "Duplicate Record Entry", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
Case Else
If Err.Number <> 0 Then
MsgBox Err.Number & " : " & Err.Description
End If
End Select
End Sub
Private Sub cmdadd_Click()
On Error GoTo error_handler
If Text1.Text <> Empty Or Text2.Text <> Empty Then
con.Execute "insert into table1 values('" & Text1.Text & "','" & Text3.Text
& "','" & Text2.Text & "')"
MsgBox "Records Inserted Successfully", vbInformation +
vbOKOnly, "TELEBILLING SOFTWARE"
Else
MsgBox "Check for Empty Boxes", vbInformation + vbOKOnly,
"TELEBILLING SOFTWARE"
End If
Call EmptyTB
Call EDTB(False)
error_handler:
err_han
End Sub
Private Sub cmdback_Click()
Me.Hide
MDIForm1.Show
End Sub
Private Sub Form_Load()
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data
Source='C:\Poonam\tele.mdb';Persist Security Info=False"
End Sub
Public Function EDTB(cho As Boolean)
Text1.Enabled = cho
Text2.Enabled = cho
Text3.Enabled = cho
End Function
Public Sub EmptyTB()
Text1.Text = Empty
Text2.Text = Empty
Text3.Text = Empty
End Sub
**********Code For frmrec called by MDIForm1 Form**********
Option Explicit
Dim rs As Recordset
Dim rs1 As Recordset
Dim con As Connection
Private Sub err_han()
Dim response As Integer
Select Case Err.Number
Case 3021
Text1.Text = rs.Fields(0)
Text2.Text = rs.Fields(2)
Text3.Text = rs.Fields(1)
Text4.Text = 0
Text5.Text = 0
Text6.Text = 0
Text7.Text = 0
Case Else
If Err.Number <> 0 Then
MsgBox Err.Number & " : " & Err.Description
End If
End Select
End Sub
Private Sub cmdexit_Click()
Call Clear
Call EDCmd(True)
Me.Hide
MDIForm1.Show
End Sub
Private Sub cmdok_Click()
Dim match As Boolean
match = False
rs.MoveFirst
Do While Not rs.EOF
If LCase(Left(rs.Fields(0), 1)) = LCase(Text8.Text) Then
match = True
Exit Do
Else
rs.MoveNext
End If
Loop
If match = False Then
MsgBox "No such record is there!!!", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
rs.MoveFirst
Else
Call LocateMtr
Call Display
End If
End Sub
Private Sub cmdpre_Click()
If rs.BOF Then
MsgBox "No more records!!!", vbInformation + vbOKOnly, "TELEBILL
SOFTWARE"
rs.MoveNext
Else
rs.MovePrevious
End If
If Not rs.BOF Then
Call LocateMtr
Call Display
Else
Call Clear
End If
End Sub
Private Sub cmdnext_Click()
If rs.EOF Then
MsgBox "End of record!!!", vbInformation + vbOKOnly, "TELEBILL
SOFTWARE"
rs.MovePrevious
Else
rs.MoveNext
End If
If Not rs.EOF Then
Call LocateMtr
Call Display
Else
Call Clear
End If
End Sub
Private Sub cmdfirst_Click()
rs.MoveFirst
Call LocateMtr
Call Display
End Sub
Private Sub cmdlast_Click()
rs.MoveLast
Call LocateMtr
Call Display
End Sub
Private Sub Form_Activate()
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data
Source='C:\Poonam\tele.mdb';Persist Security Info=False"
Set rs = New Recordset
Set rs1 = New Recordset
rs.Open "select * from table1 order by custname", con, adOpenDynamic,
adLockOptimistic
rs1.Open "select * from table3 ", con, adOpenDynamic, adLockOptimistic
If Not rs.BOF Then
Call LocateMtr
Call Display
Else
Call EDCmd(False)
End If
End Sub
Public Function Display()
On Error GoTo error_handler
Text8.Text = "a"
Text1.Text = rs.Fields(0)
Text2.Text = rs.Fields(1)
Text3.Text = rs.Fields(2)
Text4.Text = rs1.Fields(1)
Text5.Text = rs1.Fields(2)
Text6.Text = rs1.Fields(3)
Text7.Text = rs1.Fields(4)
error_handler:
err_han
End Function
Public Function Clear()
Text1.Text = ""
Text2.Text = ""
Text3.Text = ""
Text4.Text = ""
Text5.Text = ""
Text6.Text = ""
Text7.Text = ""
End Function
Public Function LocateMtr()
On Error GoTo error_handler
rs1.MoveFirst
Do While Not rs.EOF
If rs.Fields(2) = rs1.Fields(0) Then
Exit Function
End If
rs1.MoveNext
Loop
error_handler:
err_han
End Function
Public Function EDCmd(choice As Boolean)
cmdok.Enabled = choice
cmdfirst.Enabled = choice
cmdpre.Enabled = choice
cmdnext.Enabled = choice
cmdlast.Enabled = choice
End Function
**********Code For frmbill called by MDIForm1 Form**********
Option Explicit
Dim con As Connection
Dim rs As Recordset
Dim sum1 As Double
Dim sum2 As Double
Dim sum3 As Double
Private Sub Combo1_Change()
Dim reco As Recordset
Set reco = New Recordset
reco.Open "select * from table1 where custphno='" & Combo1.Text & "'",
con, adOpenDynamic, adLockOptimistic
If Not reco.EOF Then
txtname.Text = reco!custname
txtadrs.Text = reco!custadd
End If
Set reco = Nothing
Dim pp As Recordset
Set pp = New Recordset
pp.Open "select * from table3 where custphno='" & Combo1.Text & "' ",
con, adOpenDynamic, adLockOptimistic
If Not pp.EOF Then
txtmtrlocal.Text = pp!mlocal
txtmtrmobile.Text = pp!mmobile
txtmtrstd.Text = pp!mSTD
txtmtrisd.Text = pp!mISD
Else
txtmtrlocal.Text = Empty
txtmtrmobile.Text = Empty
txtmtrstd.Text = Empty
txtmtrisd.Text = Empty
End If
Set pp = Nothing
End Sub
Private Sub Combo1_Click()
Dim reco As Recordset
Set reco = New Recordset
reco.Open "select * from table1 where custphno='" & Combo1.Text & "'",
con, adOpenDynamic, adLockOptimistic
If Not reco.EOF Then
txtname.Text = reco!custname
txtadrs.Text = reco!custadd
End If
Set reco = Nothing
Dim pp As Recordset
Set pp = New Recordset
pp.Open "select * from table3 where custphno='" & Combo1.Text & "' ",
con, adOpenDynamic, adLockOptimistic
If Not pp.EOF Then
txtmtrlocal.Text = pp!mlocal
txtmtrmobile.Text = pp!mmobile
txtmtrstd.Text = pp!mSTD
txtmtrisd.Text = pp!mISD
Else
txtmtrlocal.Text = Empty
txtmtrmobile.Text = Empty
txtmtrstd.Text = Empty
txtmtrisd.Text = Empty
End If
Set pp = Nothing
End Sub
Private Sub DTPicker1_Change()
If (DateValue(Date) - DateValue(DTPicker1.Value)) > 0 Then
MsgBox "Invalid Entry Plz Enter Again, Thank U!!!", vbCritical +
vbOKOnly, "TBS SOFTWARE"
DTPicker1.Value = Date
End If
End Sub
Private Sub Form_Activate()
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data
Source='C:\Poonam\tele.mdb';Persist Security Info=False"
Set rs = New Recordset
rs.Open "select custphno from table1 group by custphno", con,
adOpenDynamic, adLockOptimistic
Combo1.Clear
Do While Not rs.EOF
Combo1.AddItem (rs!custphno)
Combo1.Text = rs!custphno
rs.MoveNext
Loop
Set rs = Nothing
Dim kk As Recordset
Set kk = New Recordset
kk.Open "select * from table2", con, adOpenDynamic, adLockOptimistic
If Not kk.EOF Then
txtlocal.Text = kk!Local
txtmobile.Text = kk!Mobile
txtstd.Text = kk!STD
txtisd.Text = kk!ISD
txtmonrent.Text = kk!MonthlyRental
Else
MsgBox "No Pulse rate entry!!!", vbInformation + vbOKOnly, "TBS
SOFTWARE"
Me.Hide
Set kk = Nothing
Exit Sub
End If
Set kk = Nothing
DTPicker1.Value = Format$(Now, "dd-MMM-yyyy")
Call EmptyTB
End Sub
Public Function TotalBill()
txttotlocal.Text = Val(txtlocal.Text) * Val(txtmtrlocal.Text)
txttotmobile.Text = Val(txtmobile.Text) * Val(txtmtrmobile.Text)
txttotstd.Text = Val(txtstd.Text) * Val(txtmtrstd.Text)
txttotisd.Text = Val(txtisd.Text) * Val(txtmtrisd.Text)
sum1 = Val(txttotlocal.Text) + Val(txttotmobile.Text) + Val(txttotstd.Text) +
Val(txttotisd.Text)
txttot.Text = "Rs. " & sum1
sum3 = Val(txtmonrent.Text)
sum2 = sum1 * 0.08
txttax.Text = "Rs. " & Int(sum2)
txttot1.Text = "Rs. " & Int(sum1 + sum2 + sum3)
txtdue.Text = "Rs. " & Int(sum1 + sum2 + sum3 + 50)
End Function
Private Sub lblbill_Click()
con.Execute "delete from table4"
con.Execute "insert into table4 values ('" & Combo1.Text & "','" &
txtname.Text & "','" & txtadrs.Text & "','" & Val(txttotlocal.Text) & "','" &
Val(txttotmobile.Text) & "','" & Val(txttotstd.Text) & "','" & Val(txttotisd.Text)
& "')"
Dim reco As Recordset
Set reco = New Recordset
reco.Open " select * from table4", con, adOpenDynamic,
adLockOptimistic
If Not reco.EOF Then
With DataReport1
Set .DataSource = reco
.Sections("section1").Controls.Item("lbltelno").Caption = Combo1.Text
.Sections("section1").Controls.Item("lblname").Caption = txtname.Text
.Sections("section1").Controls.Item("lbladrs").Caption = txtadrs.Text
.Sections("section1").Controls.Item("lblmtrlocal").Caption =
txtmtrlocal.Text
.Sections("section1").Controls.Item("lblmtrmobile").Caption =
txtmtrmobile.Text
.Sections("section1").Controls.Item("lblmtrstd").Caption = txtmtrstd.Text
.Sections("section1").Controls.Item("lblmtrisd").Caption = txtmtrisd.Text
.Sections("section1").Controls.Item("lblmonrent").Caption =
txtmonrent.Text
.Sections("section1").Controls.Item("lbltotlocal").Caption = "Rs. " &
txttotlocal.Text
.Sections("section1").Controls.Item("lbltotmobile").Caption = "Rs. " &
txttotmobile.Text
.Sections("section1").Controls.Item("lbltotstd").Caption = "Rs. " &
txttotstd.Text
.Sections("section1").Controls.Item("lbltotisd").Caption = "Rs. " &
txttotisd.Text
.Sections("section1").Controls.Item("lbltot").Caption = txttot1.Text
.Sections("section1").Controls.Item("lbltax").Caption = txttax.Text
.Sections("section1").Controls.Item("lblafterdate").Caption = txtdue.Text
.Sections("section1").Controls.Item("lbldate").Caption = Format$
(DTPicker1.Value, "dd-MMM-yyyy")
.Show
End With
End If
Set reco = Nothing
End Sub
Private Sub lblexit_Click()
Me.Hide
MDIForm1.Show
End Sub
Private Sub txtmtrlocal_Change()
Call TotalBill
End Sub
Private Sub txtmtrmobile_Change()
Call TotalBill
End Sub
Private Sub txtmtrstd_Change()
Call TotalBill
End Sub
Private Sub txtmtrisd_Change()
Call TotalBill
End Sub
Public Function EmptyTB()
Combo1.Text = Empty
txtname.Text = Empty
txtadrs.Text = Empty
txtmtrlocal.Text = Empty
txtmtrmobile.Text = Empty
txtmtrstd.Text = Empty
txtmtrisd.Text = Empty
End Function
**********Code For frmoptad called by MDIForm1 Form**********
Private Sub cmdback_Click()
Unload Me
MDIForm1.Show
End Sub
Private Sub cmdok_Click()
If Option1.Value Then frmmtrentry.Show: frmoptad.Hide
If Option2.Value Then frmratentry.Show: frmoptad.Hide
If Option3.Value Then frmeditcust.Show: frmoptad.Hide
End Sub
Private Sub Label2_Click()
Option1.Value = True
End Sub
Private Sub Label3_Click()
Option2.Value = True
End Sub
Private Sub Label4_Click()
Option3.Value = True
End Sub
**********Code For frmmtrentry called by frmoptad Form**********
Option Explicit
Dim choosemoddel As Integer
Dim rs As Recordset
Dim con As Connection
Private Sub err_han()
'Handling the expected errors
Dim response As Integer
Select Case Err.Number
Case -2147467259
Call EDSaveCancel(True, False)
Call EDTB(Empty)
Call EmptyTB
MsgBox "Duplicate Record Entry", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
Case Else
If Err.Number <> 0 Then
MsgBox Err.Number & " : " & Err.Description
End If
End Select
End Sub
Private Sub cmdok_Click()
If txtpwd.Text <> "poonampoonam" Then
MsgBox "Wrong password entered!!!", vbCritical + vbOKOnly,
"TELEBILL SOFTWARE"
Call EDPwd(False)
Call EDTB(False)
Call EDSaveCancel(True, False)
Exit Sub
End If
Call EDPwd(False)
Call EDSaveCancel(False, True)
Dim list As ListItem
With lvwModDel
.ListItems.Clear
End With
Set rs = New Recordset
rs.Open "select * from table3 ", con, adOpenDynamic, adLockOptimistic
If rs.BOF Then
MsgBox "No Records", vbInformation + vbOKOnly, "TELEBILL
SOFTWARE"
Call EDSaveCancel(True, False)
Else
lvwModDel.Visible = True
Do While Not rs.EOF
Set list = lvwModDel.ListItems.Add
list.Text = rs(0)
list.SubItems(1) = rs(1)
list.SubItems(2) = rs(2)
list.SubItems(3) = rs(3)
list.SubItems(4) = rs(4)
rs.MoveNext
Loop
End If
Set rs = Nothing
End Sub
Private Sub cmdadd_Click()
choosemoddel = 0
Call EDSaveCancel(False, True)
Call EDTB(True)
Call EmptyTB
txtteleno.SetFocus
End Sub
Private Sub cmdcancel_Click()
Call EDTB(False)
Call EDSaveCancel(True, False)
lvwModDel.Visible = False
Call EmptyTB
End Sub
Private Sub cmddelete_Click()
choosemoddel = 2
Call EDTB(False)
Call EDPwd(True)
Call EDSaveCancel(False, False)
txtpwd.Text = ""
txtpwd.SetFocus
End Sub
Private Sub cmdmodify_Click()
choosemoddel = 1
Call EDTB(True)
Call EDPwd(True)
Call EDSaveCancel(False, False)
txtpwd.Text = ""
txtpwd.SetFocus
End Sub
Private Sub cmdsubmit_Click()
Dim duplicate As Boolean
duplicate = False
If txtteleno.Text <> Empty Then
If choosemoddel = 1 Then
con.Execute "update table3 set mLocal='" & Val(txtlocal.Text) &
"',mmobile='" & Val(txtmobile.Text) & "',mSTD='" & Val(txtstd.Text) &
"',mISD='" & Val(txtisd.Text) & "'where custphno = '" & txtteleno.Text & "'"
MsgBox "Records Modified", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
End If
If choosemoddel = 0 Then
con.Execute "insert into table3 values('" & txtteleno.Text & "','" &
txtlocal.Text & "','" & txtmobile.Text & "','" & txtstd.Text & "','" & txtisd.Text
& "')"
MsgBox "Records Inserted Successfully", vbInformation +
vbOKOnly, "TELEBILL SOFTWARE"
End If
Else
MsgBox "Check for Empty Boxes", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
End If
Call EDSaveCancel(True, False)
Call EmptyTB
Call EDTB(False)
End Sub
Private Sub cmdexit_Click()
Unload Me
frmoptad.Show
End Sub
Private Sub Form_Activate()
Call EDTB(False)
Call EDSaveCancel(True, False)
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data
Source='C:\Poonam\tele.mdb';Persist Security Info=False"
End Sub
Public Function EDSaveCancel(choose As Boolean, choice As Boolean)
cmdadd.Enabled = choose
cmdmodify.Enabled = choose
cmddelete.Enabled = choose
cmdcancel.Enabled = choice
cmdsubmit.Enabled = choice
End Function
Public Function EDTB(cho As Boolean)
txtteleno.Enabled = cho
txtlocal.Enabled = cho
txtmobile.Enabled = cho
txtstd.Enabled = cho
txtisd.Enabled = cho
End Function
Public Sub EmptyTB()
txtteleno.Text = Empty
txtlocal.Text = Empty
txtmobile.Text = Empty
txtstd.Text = Empty
txtisd.Text = Empty
End Sub
Public Function EDPwd(wish As Boolean)
Label7.Visible = wish
txtpwd.Visible = wish
cmdok.Visible = wish
End Function
Private Sub lvwModDel_Click()
lvwModDel.Visible = False
txtteleno.Text = lvwModDel.SelectedItem.Text
txtlocal.Text = lvwModDel.SelectedItem.SubItems(1)
txtmobile.Text = lvwModDel.SelectedItem.SubItems(2)
txtstd.Text = lvwModDel.SelectedItem.SubItems(3)
txtisd.Text = lvwModDel.SelectedItem.SubItems(4)
If choosemoddel = 2 Then
If MsgBox("Are You Sure!!", vbDefaultButton2 + vbYesNo, "TELEBILL
SOFTWARE") = vbYes Then
con.Execute "delete from table3 where custphno='" &
txtteleno.Text & "' and val(mLocal) ='" & txtlocal.Text & "' and
val(mmobile) = '" & txtmobile.Text & "'and val(mSTD) ='" & txtstd.Text & "'
and val(mISD) ='" & txtisd.Text & "' "
End If
Call EmptyTB
Call EDSaveCancel(True, False)
Call EDTB(False)
choosemoddel = 0
End If
End Sub
Private Sub lvwmoddel_KeyPress(KeyAscii As Integer)
If KeyAscii = 13 Then
lvwModDel.Visible = False
txtteleno.Text = lvwModDel.SelectedItem.Text
txtlocal.Text = lvwModDel.SelectedItem.SubItems(1)
txtmobile.Text = lvwModDel.SelectedItem.SubItems(2)
txtstd.Text = lvwModDel.SelectedItem.SubItems(3)
txtisd.Text = lvwModDel.SelectedItem.SubItems(4)
If choosemoddel = 2 Then
If MsgBox("Are You Sure!!", vbDefaultButton2 + vbYesNo, "TELEBILL
SOFTWARE") = vbYes Then
con.Execute "delete from table2 where telno='" & txtteleno.Text & "'
and val(localm) ='" & txtlocal.Text & "' and val(mobile) = '" & txtmobile.Text
& "'and val(std) ='" & txtstd.Text & "' and val(isd) ='" & txtisd.Text & "' "
End If
Call EmptyTB
Call EDSaveCancel(True, False)
Call EDTB(False)
choosemoddel = 0
End If
End If
End Sub
*******Code For frmratentry called by frmoptad Form**********
Option Explicit
Dim rs As Recordset
Dim con As Connection
Private Sub err_han()
Text1.Text = "0.00"
Text2.Text = "0.00"
Text3.Text = "0.00"
Text4.Text = "0.00"
Text6.Text = "0.00"
End Sub
Private Sub cmdadd_Click()
con.Execute "insert into CALL_RATES values('" & Text1.Text & "','" &
Text2.Text & "','" & Text3.Text & "','" & Text4.Text & "','" & Text6.Text &
"')"
MsgBox "Rate Changed Successfully", vbInformation +
vbOKOnly, "TELEBILL SOFTWARE"
cmdback.SetFocus
End Sub
Private Sub cmdback_Click()
frmoptad.Show
Unload Me
End Sub
Private Sub cmdchange_Click()
Text5.Visible = True
Label6.Visible = True
Text5.Text = ""
Text5.SetFocus
cmdok.Visible = True
End Sub
Private Sub cmdok_Click()
If Text5.Text = "Poonam Kumari" Then
con.Execute "delete from CALL_RATES"
Text1.Enabled = True
Text2.Enabled = True
Text3.Enabled = True
Text4.Enabled = True
Text6.Enabled = True
Text1.Text = ""
Text2.Text = ""
Text3.Text = ""
Text4.Text = ""
Text6.Text = ""
Text1.SetFocus
cmdadd.Enabled = True
cmdadd.Visible = True
Else
MsgBox "Invalid Password, try again!", , "Login"
Text5.Visible = False
Label6.Visible = False
End If
cmdok.Visible = False
Text5.Visible = False
Label6.Visible = False
End Sub
Private Sub Form_Load()
On Error GoTo error_handler
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data Source='C:\Poonam
Kumari\tele.mdb ';Persist Security Info=False"
Set rs = New Recordset
rs.Open "select * from CALL_RATES", con, adOpenDynamic,
adLockOptimistic
cmdadd.Enabled = False
cmdadd.Visible = False
cmdok.Visible = False
Text5.Visible = False
Label6.Visible = False
Text1.Enabled = False
Text2.Enabled = False
Text3.Enabled = False
Text4.Enabled = False
Text6.Enabled = False
Text1.Text = rs.Fields(0)
Text2.Text = rs.Fields(1)
Text3.Text = rs.Fields(2)
Text4.Text = rs.Fields(3)
Text6.Text = rs.Fields(4)
error_handler:
err_han
End Sub
*******Code For frmeditcust called by frmoptad Form**********
Option Explicit
Dim choosemoddel As Integer
Dim rs As Recordset
Dim con As Connection
Private Sub err_han()
Dim response As Integer
Select Case Err.Number
Case -2147467259
Call EDSaveCancel(True, False)
Call EDTB(Empty)
Call EmptyTB
MsgBox "Duplicate Record Entry", vbInformation + vbOKOnly, "TBS
SOFTWARE"
Case Else
If Err.Number <> 0 Then
MsgBox Err.Number & " : " & Err.Description
End If
End Select
End Sub
Private Sub cmdok_Click()
If txtpwd.Text <> "Poonam Kumari" Then
MsgBox "Wrong password entered!!!", vbCritical + vbOKOnly, "TBS
SOFTWARE"
Call EDPwd(False)
Call EDTB(False)
Call EDSaveCancel(True, False)
Exit Sub
End If
Call EDPwd(False)
Call EDSaveCancel(False, True)
Dim list As ListItem
With lvwModDel
.ListItems.CLEAR
End With
Set rs = New Recordset
rs.Open "select * from CUSTOMER_RECORDS", con, adOpenDynamic,
adLockOptimistic
If rs.BOF Then
MsgBox "No Records", vbInformation + vbOKOnly, "TBS SOFTWARE"
Call EDSaveCancel(True, False)
Else
lvwModDel.Visible = True
Do While Not rs.EOF
Set list = lvwModDel.ListItems.Add
list.Text = rs(0)
list.SubItems(1) = rs(1)
list.SubItems(2) = rs(2)
rs.MoveNext
Loop
End If
Set rs = Nothing
End Sub
Private Sub cmdsubmit_Click()
On Error GoTo error_handler
If txtaddress.Text <> Empty Or txtname.Text <> Empty Then
If choosemoddel = 1 Then
con.Execute "update CUSTOMER_RECORDS set custname='" &
txtname.Text & "',custadd='" & txtaddress.Text & "'where custphno = " &
Combo1.Text & ""
MsgBox "Records Modified", vbInformation + vbOKOnly, "TBS
SOFTWARE"
End If
Else
MsgBox "Check for Empty Boxes", vbInformation + vbOKOnly, "TBS
SOFTWARE"
End If
Call EDSaveCancel(True, False)
Call EmptyTB
Call EDTB(False)
error_handler:
err_han
End Sub
Private Sub cmdexit_Click()
Call EmptyTB
Unload Me
frmoptad.Show
End Sub
Private Sub cmdmodify_Click()
choosemoddel = 1
Call EDTB(True)
Call EDPwd(True)
Call EDSaveCancel(False, False)
txtpwd.Text = ""
txtpwd.SetFocus
End Sub
Private Sub cmddelete_Click()
choosemoddel = 2
Call EDTB(False)
Call EDPwd(True)
Call EDSaveCancel(False, False)
txtpwd.Text = ""
txtpwd.SetFocus
End Sub
Private Sub cmdcancel_Click()
Call EDTB(False)
Call EDSaveCancel(True, False)
lvwModDel.Visible = False
Call EmptyTB
End Sub
Private Sub Combo1_Click()
Set rs = New Recordset
If rs.State = adStateOpen Then
rs.Close
End If
rs.Open "select * from CUSTOMER_RECORDS WHERE custphno=" +
Combo1.Text, con, adOpenDynamic, adLockOptimistic
Do While Not rs.EOF
txtname.Text = Trim(rs.Fields(1))
txtaddress.Text = Trim(rs.Fields(2))
rs.MoveNext
Loop
Set rs = Nothing
End Sub
Private Sub Form_Activate()
Call EDTB(False)
Call DISPLAY1
Combo1.Refresh
Call EDSaveCancel(True, False)
End Sub
Public Function EDSaveCancel(choose As Boolean, choice As Boolean)
cmdmodify.Enabled = choose
cmddelete.Enabled = choose
cmdcancel.Enabled = choice
cmdsubmit.Enabled = choice
End Function
Public Function EDTB(cho As Boolean)
txtname.Enabled = cho
txtaddress.Enabled = cho
End Function
Public Function EDPwd(wish As Boolean)
Label5.Visible = wish
txtpwd.Visible = wish
cmdok.Visible = wish
End Function
Public Sub EmptyTB()
Call DISPLAY1
txtname.Text = Empty
txtaddress.Text = Empty
End Sub
Private Sub Form_Load()
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data Source='C:\Poonam
Kumari\tele.mdb';Persist Security Info=False"
End Sub
Private Sub lvwModDel_Click()
lvwModDel.Visible = False
Combo1.Text = lvwModDel.SelectedItem.Text
txtname.Text = lvwModDel.SelectedItem.SubItems(1)
txtaddress.Text = lvwModDel.SelectedItem.SubItems(2)
If choosemoddel = 2 Then
If MsgBox("Are You Sure!!", vbDefaultButton2 + vbYesNo, "TBS
SOFTWARE") = vbYes Then
con.Execute "delete from CUSTOMER_RECORDS where
custphno=" & Combo1.Text & " and custname ='" & txtname.Text & "' and
custadd = '" & txtaddress.Text & "'"
End If
Call EmptyTB
Call EDSaveCancel(True, False)
Call EDTB(False)
choosemoddel = 0
End If
End Sub
Private Sub lvwmoddel_KeyPress(KeyAscii As Integer)
If KeyAscii = 13 Then
lvwModDel.Visible = False
txttelno.Text = lvwModDel.SelectedItem.Text
txtname.Text = lvwModDel.SelectedItem.SubItems(1)
txtaddress.Text = lvwModDel.SelectedItem.SubItems(2)
If choosemoddel = 2 Then
If MsgBox("Are You Sure!!", vbDefaultButton2 + vbYesNo, "TBS
SOFTWARE") = vbYes Then
con.Execute "delete from CUSTOMER_RECORDS where
custphno=" & Combo1.Text & " and custname ='" & txtname.Text & "' and
custadd = '" & txtaddress.Text & "'"
End If
Call EmptyTB
Call EDSaveCancel(True, False)
Call EDTB(False)
choosemoddel = 0
End If
End If
End Sub
Public Sub DISPLAY1()
Set rs = New Recordset
If rs.State = adStateOpen Then
rs.Close
End If
rs.Open "select custphno from CUSTOMER_RECORDS ", con,
adOpenDynamic, adLockOptimistic
Combo1.CLEAR
Do While Not rs.EOF
Combo1.AddItem (rs!custphno)
Combo1.Text = rs!custphno
rs.MoveNext
Loop
Set rs = Nothing
End Sub
**********Code For frmAbout called by MDIForm1 Form**********
Private Sub cmdok_Click()
Unload Me
MDIForm1.Show
End Sub
Private Sub Timer1_Timer()
r = Rnd * 150
g = Rnd * 200
b = Rnd * 150
lblTitle.ForeColor = RGB(r, g, b)
End Sub
**********Code For EXISTING CUSTOMER RECORDS Form**********
Option Explicit
Dim rs As Recordset
Dim rs1 As Recordset
Dim con As Connection
Private Sub err_han()
Dim response As Integer
Select Case Err.Number
Case 3021
Text1.Text = rs.Fields(0)
Text2.Text = rs.Fields(2)
Text3.Text = rs.Fields(1)
Text4.Text = 0
Text5.Text = 0
Text6.Text = 0
Text7.Text = 0
Case Else
If Err.Number <> 0 Then
MsgBox Err.Number & " : " & Err.Description
End If
End Select
End Sub
Private Sub cmdexit_Click()
Call CLEAR
Call EDCmd(True)
Me.Hide
MDIForm1.Show
End Sub
Private Sub cmdok_Click()
Dim match As Boolean
match = False
If rs.BOF = True Then
rs.MoveFirst
End If
Do While Not rs.EOF
If LCase(Left(rs.Fields(1), 1)) = LCase(Text8.Text) Then
match = True
Exit Do
Else
rs.MoveNext
End If
Loop
If match = False Then
MsgBox "No such record is there!!!", vbInformation + vbOKOnly,
"TELEBILL SOFTWARE"
rs.MoveFirst
Else
Call LocateMtr
Call Display
End If
End Sub
Private Sub cmdpre_Click()
If rs.BOF Then
MsgBox "No more records!!!", vbInformation + vbOKOnly, "TELEBILL
SOFTWARE"
rs.MoveNext
Else
rs.MovePrevious
End If
If Not rs.BOF Then
Call LocateMtr
Call Display
Else
Call CLEAR
End If
End Sub
Private Sub cmdnext_Click()
If rs.EOF Then
MsgBox "End of record!!!", vbInformation + vbOKOnly, "TELEBILL
SOFTWARE"
rs.MovePrevious
Else
rs.MoveNext
End If
If Not rs.EOF Then
Call LocateMtr
Call Display
Else
Call CLEAR
End If
End Sub
Private Sub cmdfirst_Click()
rs.MoveFirst
Call LocateMtr
Call Display
End Sub
Private Sub cmdlast_Click()
rs.MoveLast
Call LocateMtr
Call Display
End Sub
Private Sub Form_Activate()
Set con = New Connection
con.Open "Provider=Microsoft.Jet.OLEDB.4.0;Data Source='C:\Poonam
Kumari\tele.mdb ';Persist Security Info=False"
Set rs = New Recordset
Set rs1 = New Recordset
rs.Open "select * from CUSTOMER_RECORDS ", con, adOpenDynamic,
adLockOptimistic
rs1.Open "select * from CUSTOMER_METER_READING ", con,
adOpenDynamic, adLockOptimistic
If Not rs.BOF Then
Call LocateMtr
Call Display
Else
Call EDCmd(False)
End If
End Sub
Public Function Display()
On Error GoTo error_handler
'Text8.Text = ""
Text1.Text = rs.Fields(1)
Text2.Text = rs.Fields(0)
Text3.Text = rs.Fields(2)
Text4.Text = rs1.Fields(1)
Text5.Text = rs1.Fields(2)
Text6.Text = rs1.Fields(3)
Text7.Text = rs1.Fields(4)
error_handler:
err_han
rs.MoveNext
End Function
Public Function CLEAR()
Text1.Text = ""
Text2.Text = ""
Text3.Text = ""
Text4.Text = ""
Text5.Text = ""
Text6.Text = ""
Text7.Text = ""
End Function
Public Function LocateMtr()
On Error GoTo error_handler
rs1.MoveFirst
Do While Not rs.EOF
If rs.Fields(0) = rs1.Fields(0) Then
Exit Function
End If
rs1.MoveNext
Loop
error_handler:
err_han
End Function
Public Function EDCmd(choice As Boolean)
cmdok.Enabled = choice
cmdfirst.Enabled = choice
cmdpre.Enabled = choice
cmdnext.Enabled = choice
cmdlast.Enabled = choice
End Function
6. INPUT AND OUTPUT
SCREEN
1. LOADING STATUS OF THE FORM
2. LOGIN FORM
3. WELCOME FORM
Tele Admin
4. MDI Form
5. ENTRY FORM
6. CUSTOMER RECORD VIEWING FORM
8. CUSTOMER BILL CALCULATION FORM
9. ADMINISTRATIVE FORM
10. METER READING FORM
RATE ENTRY
11. CUSTOMER RECORD MODIFICATION FORM
12. HELP FORM
13. BILL REPORT

7) TESTING AND
DEBUGGING
Software testing is a critical element of software quality assurance and
represents the ultimate reviews of specification, design and coding.
Testing presents an interesting anomaly of the software. During earlier
definition and development phases, it was attempted to build software
from abstract concept to a tangible implementation.
The testing phase involves the testing of the
developed system using various set data. Presentation of test data plays
a vital role in system testing. After preparing the test data the system
under study was tested using test data. While testing the system by using
test data errors were found and corrected. A series of tests were
performed for the proposed system before the system was ready for
implementation. The various types of testing done on the system are:
� Unit Testing
� Integration Testing
� Validation Testing
� User Acceptance Testing
� System Testing
� UNIT TESTING
Unit testing focuses verification effort on the smallest unit of software
design, the module. It comprises the set of test performed by the
programmer prior to integration of the unit into larger system. The testing
was carried out during the coding stage itself. In this step each module is
found to be working satisfactorily as regards to the expected output from
the module.
� INTEGRATION TESTING
Integration testing is a systematic technique for constructing the program
structure while at the same time conducting tests to uncover error
associated within the interface. The objective is to take unit tested
modules and build a program structure that has been dictated by design.
All modules are combined in this step. The entire program is tested as
whole. And chaos in interfaces may usually result. A set of errors is
encountered in such a case.
The integration testing can be carried out using two
methodologies:
# Top Down Integration
# Bottom Up Integration
The first one is done where integration is carried out by addition of minor
modules to major modules. While Bottom Up integration follows
combination of smaller ones to large one. Here Bottom Up Integration
was encouraged. Even though correction was difficult because the
isolation of causes is complicated by the vastness of the entire program,
all the errors found in the system were corrected and then forwarded to
the next testing steps.
� USER ACCEPTANCE TESTING
User acceptance of a system is the key factor for the success of any
system. The system under consideration was tested for users acceptance
by constantly keeping in touch with the perspective system user at the
time of developing and making changes wherever required. This is done
with the regards to the following points:
A system may be defined as a set of instruction combined in the same
form and directed to some purpose.
Before any development is undertaken certain specifications are prepared
which objectively describe the application system. The System
specifications are made after consulting the end user managers of the
relevant departments.
Software to be developed is planned on the basis of requirement of the
user. The problem definition statement description of present situation
and goal to be achieved by news system.
The success of system depends on how accurately a problem is defined,
thoroughly investigated carried out through choice of solution. User need
identification and analysis that are concerned with what the uses needs
rather than what he/she wants. System explains how to perform specific
activities or task, which does what and what.
SCOPE AND RESULT
DISCUSSION
INTRODUCTION
Even the best system developed has some flaws or others. There always
exist scope of further improvement in the system. The effect of
implementations of new computerized system is found remarkable.
The following are the major improvement of the new system over the
existing system.
� A fully menu driven user-friendly computerized system has been
developed where the user can perform task like entering data,
deleting and updating the information with great ease.
� All the operations are carried automatically preventing a lot of
manual work.
� Additional checks have also been incorporated into the system to
avoid duplications of data as far as possible.
SCOPE FOR FURTHER IMPROVEMENT
Every project whether large or small has some limitations no matter
however diligently developed. In some cases limitations is small while in
other cases they may be broad also. The new system has got some
limitations. Major areas where modifications can be done are as follows:
� Our system is not online so further it can be improved.
� The security is limited so some additional arrangement could be
made to provide more security to the system.
� There is no provision of complain handling so further it can be added.
MAIN ACHIEVEMENT OF THE SYSTEM
This project gives an overview of the Telephone Billing System.
After entering into the project, user is left with several options via �
a) The user can take new connections.
b) The user can view the existing lists of customers, which already
have telephone connections.
c) The user can of course see bills & take billing statements.
d) The user can also do several administrative works like managing
rates of calls, addition or modification of metered calls &
customer entries.
It is a computerized system, which can be used very easily & effectively
by the administrators of the telephone billing system.
Chapter � 9
Bibliography
BIBLIOGRAPHY
The great help from our faculty members and my project guide that led
the successful completion of the project. Besides that, I took the help of
some books and websites to develop the project. They are : --
1. VISUAL BASIC BLACK BOOK
--- Steven Holzner
2. MASTERING VISUAL BASIC 6.0
---- Evangelos Petroutsos
SITES :
1. www.a1vbcode.com
2. www.google.co.in
SAP system consists of a number of fully integrated modules, which covers virtually
every aspect of business management.

SAP is #1 in the ERP market. As of 2010, SAP has more than 140,000 installations
worldwide, over 25 industry-specific business solutions and more than 75,000
customers in 120 countriesHow To Test Investment Banking Application (With 34+
Important Test Scenarios)
Last Updated:November 10, 2019
Today�s article will bring you enhanced clarity on the Investment Banking Domain.
You will get to know what to test and how in an Investment Banking Application.

Before we dive deeper into how to test investment banking applications , it's
important to understand this domain first. So, we will first learn the Investment
Banking domain terminologies, which will help you understand the test cases easily.

We have also included sample test scenarios of various testing types like database,
security, and performance testing of an investment banking application.

testing investment banking software

Also read => Testing Banking applications

Let's start with �Investment Basics':

Investment is nothing but saving money in a way that will get you returns for it in
the future (short-term or long-term). Saving money in accounts will not generate
any benefits. Instead, one should invest the money in options like Mutual Funds,
Bonds etc., which yield returns in the future.

Learn more about IB domain here.

Why should one Invest?

One needs to invest money in order to earn returns and generate returns to meet
their monetary goals in life. In other words, we can say that one should invest to
meet the cost of inflation (Inflation means the rate at which the cost of living
increases in future).

When to start Investing?

The important rule for all investors is to invest early, regularly and for the long
term, not short term.

What are the available Investment options?

One can either invest in Physical Assets such as real estate, gold/jewelry,
commodities (seeds, crude oil, natural gas, metals etc.,) or in Financial Assets
such as fixed deposits with banks, provident/pension fund etc., or in securities
market such as shares, bonds, debentures etc.

Financial Options for Investments:

Few Short-term investment options are,

Savings Bank Account: This is nothing but saving our funds in regular bank
accounts. For such savings, the interest rate will be very low, approximately the
interest rate varies between 4% � 5% p.a.
Money Market or Liquid Funds: This is another option for short-term investment
which gives better returns than the above-mentioned savings account. However, the
interest rate for Money Market Funds will be lesser than the fixed deposits.
Fixed Deposits with Banks: This is a better investment option with a bit higher
interest rates when compared with the above two options. Fixed deposits are also
named as term deposits. The investment period for this option starts with a minimum
period of 30 days.
Apart from the above short-term investment options these are a few of the Long-term
investment options,

Post Office Savings: This is saving our money in the Post Office under various
types of schemes. The risk involved in this is low. The interest rate for this
option is 8% per annum. The interest amount for this option is paid monthly and the
maturity term is 6 years.
Public Provident Fund: Another main long-term savings investment option is Public
Provident Fund. The interest rate for this option is about 8% p.a and the maturity
period is 15 years.
Company Fixed Deposits: This is a different kind of investment option in which we
can invest for short-term (6 Months) to medium-term (3 � 5 years) with a company.
The interest rate will vary from 6% � 9% p.a. The interest amount will be paid
monthly, quarterly or annually.
What You Will Learn: [show]

Introduction to Investment Banking Domain:


Investment Bank is a financial entity that suggests an individual, company,
government sectored firm, etc. on how to raise their financial capital by
participating in the market activities.

The main role of the Investment Bank is to act as a mediator between the companies
(who are interested in selling their securities / shares) and the individuals (who
are willing to purchase the same).

Investment bank operates in two ways � �buy side� and �sell side�.

�Buy side� includes services such as buying shares for investors whereas �Sell
side� includes underwriting the stock and selling the shares to the investors from
companies.

�Buy side� operation of Investment Bank with an example:

Suppose an investor wants to buy 50 shares of ABCD Company. Then he will consult an
Investment bank where the stock broker places an order for the same and delivers
the shares to the Investor.

�Sell side� operation of Investment Bank with an example:

Suppose a Company PQR plans to issue new shares of stock in IPO then the Investment
Bank verifies the shares and sells the same to their Clients. This way PQR Company
raises funds by issuing their stock.

Below are the few important terms of Investment Banking Domain:


1) Stock Exchange: An entity that controls the business of buying and selling of
securities. Stock Exchange can be regional or national exchanges.

Example: NASDAQ � USA, NSE � India etc.

2) Stock/Share/Equity: Total capital of a company is divided into equal units; each


unit is termed as share/equity/stock. Stock also represents a part of ownership of
a company.

3) Face value of a Share: The amount or value (used during buying or selling)
allotted to a share by the company.

4) Issue Price: The price of a company�s shares at which they are available in the
market. When these shares are traded in the market the price may be below or above
the issue price.

5) Initial Public Offering (IPO): This is nothing but selling the securities or
shares of a company to the public for the first time in the market.

6) Market Capitalization: The financial value of a company is calculated by


multiplying the share price with number of shares which is termed as Market
Capitalization.

Example: Suppose a Company X has 100 shares. The current market price of each share
is $50. Then the market capitalization of the Company X is $5000.

7) Security Market: Security market is a place where buyers and sellers of


securities (bonds, debentures, stocks etc.,) do their transactions of buying and
selling the securities.

8) SEBI (Security and Exchange Board of India): An authority that makes sure
whether the buyers and sellers behave in a proper way in the market. So that they
get their desired profits. There are different security and exchange
boards/commissions as per the country.

9) Dividend on share: Dividend is a percentage of the value of a share, which a


company returns to its share holders from its annual profits.

10) Bid Price: Bid Price is the rate at which the buyer is ready to buy the stock.

11) Ask Price: This is the price at which the seller wants to sell his stock.

12) Futures: A future contract is an agreement between the buyer and the seller in
which the stock of future delivery is transacted at a particular price.

For example, if you want to purchase a March future contract of XYZ Company then
you have to do that at the current price available in the market. Let�s say that
the March futures are trading at $100 per share. By the time the contract expires
(last day of the contract in March month) the price of the stock may not be the
same. It may be $95 or $110. Based on these price differences investors makes
profits in the markets.

13) Options: It is a financial contract between the buyer and seller in which the
buyer has the right to buy or sell a security at a particular price on or before a
particular date.

Options are of two types: Calls, and Puts.


Call means the right to buy an asset at a price within a period of time.
Put means the right to sell an asset at a price within a period of time.

14) Portfolio: A Portfolio is a combination of various investment assets mixed and


matched for gaining profits as per an investor�s goal. Items that are included in
the portfolio can be shares, debentures, mutual funds etc.

15) Depository: An entity that holds the securities and funds of depositors in an
account. The two depositories in India are National Securities Depository Limited
(NSDL) and Central Depository Services Limited (CDSL).

16) Mutual Funds: An entity that collects money from investors and invests the same
in various financial instruments like shares, bonds, debentures etc.

17) Net Asset Value (NAV): NAV of the fund is the cumulative market value of the
asset. NAV per unit is the net value of the assets divided by the number of units.
Buying and selling of shares in the market are done on the basis of NAV related
prices.

18) Nifty Index: It is a scientifically developed, 50 stock index, which shows the
movement of the Indian markets. It behaves as a barometer for the Indian markets.
19) Watch List: A list of selected securities. It is mainly used to monitor their
movement in the market regularly, closely or frequently.

Investment Banking Organizational Structure:


Investment Banking Organizational Structure

Investment banking comprises of Front Office, Middle Office, and Back Office.

1) Front Office: This plays a major role in generating funds. The main areas of
front office are Investment banking, Sales & trading, and Research.

�Investment Banking� helps customers in raising funds in capital markets and also
suggests the companies in raising their capital.
�Sales & Trading� deals with buying and selling of stock (shares, bonds etc.,)
�Research� involves reviewing the company reports about their buy/sell ratings,
company�s prospects etc. This will help in providing advice to their clients in the
right way.
2) Middle Office: This deals with �Risk Management�, �Corporate Treasury� and
�Financial Control�.

�Risk Management� involves analyzing the market situations and informing the
clients of the risks involved in their trades.
�Corporate Treasury� is responsible for the funds of Investment Banks.
�Financial Control� tracks the capital flow of the firm and its success.
3) Back Office: This includes �Operations� and �Technology�.

�Operations� checks whether the trades have been executed properly and funds
transferred successfully.
�Technology� supports the software, data, and systems of Investment Banks.
Trade Life Cycle:
The main goal of every trade order is to get executed at a suitable price with a
minimum risk spread.

The various stages of a trade order are as follows,

Decision of the investor to trade


Placing the trade order
Execution of the trade
Clearing of the trades (Trade validation and confirmation)
Settlement of trades
Funds / Securities settlement
How to Test Investment Banking Application:
Before moving to the testing part of Investment Banking applications here are the
sample screenshots of how an IB application looks like.

#1) From the below screen you can view the terms options (sell and buy of IBM
shares), bid price, ask price etc.,

(Note: Click on any image for enlarged view)

Testing Investment Banking Application 1

#2) From the below screen you can view the positions, quantity and price of a
particular symbol.

Testing Investment Banking Application 2

#3) Below is the sample screenshot of How a Watch List of an IB application looks
like.
Testing Investment Banking Application 3

#4) This screen shows the graphical view of a symbol.

Testing Investment Banking Application 4

#5) Below screen displays how a position or order is closed.

Testing Investment Banking Application 5

#6) This shows the profile details of a client.

Testing Investment Banking Application 6

#7) Below screen displays the view of mobile IB application.

Testing Investment Banking Application 7

[screenshot source1 and source2]

Test Scenarios:
Different Investment Banking applications have different software testing and QA
requirements. Below are few general test scenarios or test cases useful for testing
such applications.

Positive Scenarios:

1) The Investment banking applications have different logins for different users
like brokers, dealers, individuals or investors etc. Verify the logins of
appropriate users with their login IDs as the permissions for accessing the
application for all the users may not be the same.

For example, a broker has the permission to view the trading limits of the
individuals based on the amount/funds in the individual�s account. However, this
facility may not be available for the individual.

2) The function of the Watch-list can be verified by adding, removing the


securities/symbols to it. Ensure that the removed symbols should get deleted from
the Watch-list and vice versa.

3) Buy Order � To test this functionality, place a trade buy order for any symbol
with some quantity like 10 or 20 etc and submit the same. Then go the orders
section and verify the details whether the order has been placed successfully or
not.

4) Sell Order � Place a trade sell order as above (buy order) and verify the
details.

5) Change Order � Go to the orders section and open any previous order or existing
order and make few changes like editing the quantity or symbol etc and verify
whether the modifications get updated or not.

6) Cancel Order � Open an existing order and try to cancel it. The order should be
canceled successfully.

7) Different types of orders have to be tested.

Market order � Try to place a trade order for the market price and check whether
the trade gets executed for that price at the same point of time.
Limit order � Try to place an order for a particular price and check whether the
trade has been executed when the market price meets the price set by the user.
8) Check and verify whether the proper notifications or warning messages are
getting displayed for the corresponding actions.

For example, after placing a trade buy order and submitting it, a message should be
displayed that the �order has been placed successfully�.

9) Try to update the user information like email, mobile no. etc, save it and log
out from the application. Login to the application and verify whether the updated
information has been saved or not.

10) If the AUT (application under test) supports various territories or geo-
locations, check few functionalities for various locations.

11) Test the calculations part of the application very thoroughly and also, test
its localization.

12) Test the connections of the applications whether they work out of the staging
environments.

13) The security of the application should also be tested as it contains the
personal data of the users.

14) Multi-tasking of the applications should also be tested when other apps are
open on the device.

15) Applications quality, look and feel, user friendliness etc are also to be
tested as it gains the user�s trust.

Negative Scenarios:

1) Try to place a trade order for more than the value of funds available in the
account and the order should not get placed and it should pop-up a warning message
stating that the funds are insufficient.

2) Test the �quantity of shares' feature in the application. Place a trade order
for the number of shares greater than the available quantity of shares. Trade
should not be placed as the quantity of shares requested is more than the available
quantity.

3) Try to place a trade order for a stock for which the expiry date has been
reached. The order should not get placed.

Also read => How to Classify Positive and Negative Test Scenarios

Testing the Database of an Investment Banking application:


Login to the IB application and create a profile for a Client with all required
mandatory details and save the details. Now login to the database of the same IB
application and verify the details of the client through SQL queries. All the
details entered through the front-end application needs to be saved in the
database.
Open an existing record of a Client and modify few details like email, address or
phone number and save the data. The updated details should get saved in the
database.
While creating a profile for a Client, enter only a few details and without saving
the data close the application or sign out from the application. Now check in the
database that the earlier entered details should not get saved.
Try to create a duplicate record for an already existing client, the record should
not get created.
On behalf of a Client place 2 or 3 trade orders and submit. Now verify the database
whether the same trade orders got updated in the database or not.
Login to a Client�s account and cancel an existing order, now check the same in the
database that the particular record should get canceled.
Testing the Security of an Investment Banking application:
banking software security testing
Create a Client�s profile, enter the username or login id and enter the password
too. The data in the password field should be encrypted so that the hackers cannot
find the password.
Try to login to the application with invalid credentials. The system should not
allow the login.
While navigating through the pages in the IB application or website the back button
functionality of the browser should not work. (Mainly for financial websites this
functionality should be blocked.)
Login to the application and try to perform any transaction and leave the system
idle for some time. Then try to proceed with the transaction the system should get
logged off. This indicates the session time-out of the application.
Try to login to the application with for a particular user Id with an invalid
password and repeat the same for 3 attempts. Then the particular login id should be
blocked. This feature restricts hackers from entering into the system with bulk
data.
Login to the application and perform any transaction. And now verify the cookies of
the browser, they should be in an encrypted form to avoid hacking of the data.
Testing the Performance of an Investment Banking application:
While navigating through the IB web-site check whether the system responds quickly
to an action performed or not. This determines the speed of the application.
Try to login to the IB application with various user Ids simultaneously from
various systems (no. of users that the application can handle). The application
should handle multiple user logins the way it is intended to.
Login to IB site with a user Id and place the huge number of trades included with
some complex funds transactions. This reveals the ability of the application to
handle large volume.
Login to IB site with various user Ids from various systems parallelly and perform
huge transactions from all the used Ids at the same time. This shows how much
stress the application can handle.
Tips for testing an Investment Banking Application:
The tester cannot test the Investment Banking or trading application until he/she
gains a grip on the domain.
An Investment banking application is not just tested for knowledge but should be
tested for the logic behind it.
While testing the functionality related to trades, concentrate on the expiry dates
of the stock.
While placing any trades through an IB application you should be careful and
concentrate on the Symbols, as there may be an �alphabet� difference in them. For
example, while placing a trade order for Silver, just make sure for which type of
Silver you are placing the order. (Silver = 30kg lot, SilverM = 5 kg).
Conclusion:
With the above-mentioned terminology, you will now be able to understand the live
market analysis to an extent, which in turn helps your testing process and makes it
easier.

About author: This is guest post by Laxmi. She is having 7+ years of Software
testing experience mainly in BFSI domain. She is currently working as a Sr.
software test engineer in one of the top MNCs.

This is all the information on Investment Domain and testing tips with simple
testing ideas that I wanted to share. As always, hoping that it helps and waiting
to answer any questions you might have.

Recommended Reading
Difference between Desktop, Client Server Testing and Web Testing
Web Application Security Testing Guide
Application Testing � Into the Basics of Software Testing!
Installing your Application on Device and Start Testing from Eclipse
Testing Healthcare Applications - Tips and Important Test Scenarios (Part 2)
Destructive Testing and Non Destructive Testing Tutorial
Performance Testing vs Load Testing vs Stress Testing (Difference)
What is Monkey Testing in Software Testing?
CategoriesTesting Tips and Resources
Post navigation
4 Important Things I Learned in My Journey as a QA Test Manager
How to Integrate JIRA with qTest: A Step by Step Guide
28 thoughts on �How to Test Investment Banking Application (with 34+ Important Test
Scenarios)�
KiranS
| Reply
very good scenarios. do you have material on bfsi domain also?

pradeep
| Reply
Please put an article on �How to Test Trade Finance Application�..!
Thanks.

bharathi
| Reply
Appreciate the scenarios covered. It is very helpful. Similar logic can be used for
other domain application. Thanks for sharing.

Darshan
| Reply
Great info. most of the important scenarios and test types covered Thanks.

Geetha
| Reply
Useful article. shall we enter into live market with this knowledge?

Prashant
| Reply
Very useful article.Thanks a lot. :)

Laxmi STH Author


| Reply
Thank you all..

Laxmi STH Author


| Reply
Presently I don�t have any specific document on BFSI and on Trade finance
application. Will try to cover the same in near future.

@Geeta � Only the knowledge you gained from this article is not sufficient for
trading in Live market. Additionally you need to follow the daily news on trade
market.

AlexPham
| Reply
that�s nice article. Please give more examples about trading application.
Thanks a lot!

vidhya
| Reply
nice article

Mohammed Musthaq Shaik


| Reply
Very well explained Laxmi I was reading this stuff for first time in life and your
post made good sense. Thanks

Deepika Aviti
| Reply
Hi Laxmi,
Thanks alot for the article.
This is very much usefull for me. I have been searching for this kind of materia
since long.

Laxmi STH Author


| Reply
Thank you all for your appreciation. Thanks a lot

divakar
| Reply
Very useful info, Thanks� can u send([email protected]) me resume format of
tester in Capital Market Domain??

roopesh
| Reply
thank you for this .but i want what exactly i am going to test likewise all trade
is valid or not and if we have 20k trade for the particular day then one 10k
executed then remaining 10k executes.so tell me what exactly i am test for this.

Nilesh
| Reply
Very useful can we crack interviwes wtith this much information

Santosujit Mohanty
| Reply
I have a interview from an MNC. And this article helped me a lot. Hope I get the
job.

Mehrangez V Melikova
| Reply
did u get the job >?? how did it go

Ashtesh Divakar
| Reply
Hi Laxmi,

Thank you for such an amazing article. Please answer my below query.
I�m currently working in Telecom Domain and willing to switch to Banking and
finance domain. Can you please help me in gaining the Domain knowledge which is
currently required in today�s Industry or this article is sufficient for a starter
like me.

Ankita Nadawani
| Reply
Sort & Sweet Article !

Sree
| Reply
Can you explain the mortgages in banking domain

shivakumar karjol
| Reply
This is very useful for me.
Thanks a lot�

kusum
| Reply
As you said there will be different applications used for different clients. Do you
have any article or material where we find different IB applications and their
functional flows testing and the outputs?
Would be beneficial so that we can improve our skills in our operations.
Thank you

VINCENT
| Reply
This is a serious and deeper induction inner IB application Testing.Thank you a lot
for your enlightments as Expert LAXMI.Thatis a �WEALTH� deposit!

Sushil
| Reply
Very nice and useful article by Laxmi on Investment Banking. I would like to
request softwaretestinghelp.com team to please publish similar article on Telecom
Domain (BSS), Which will guide exact work carried out by tester on telecom
projects. Thank you.

siddu
| Reply
very much helpful.can you please share some test case documents to understand more
in depth to face interviews.

Anita Sahu
| Reply
Very useful info, Thanks� can u plz send([email protected]) me resume format of
tester in Capital Market Domain?? It would be a great help.

Pramod Shejul
| Reply
It�s a very great and special information provided by you, thanks a lot�

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Other Competitive products of SAP Software in the market are Oracle, Microsoft
Dynamics, etc.

What is SAP ERP? Why is it Required?


The following video will explain the need for an ERP software like SAP in an
enterprise

Click here if the video is not accessible

The very fundamental question for any beginners is why Enterprise Resource Planning
also called ERP, is required? To answer this, let�s examine this typical business
scenario.

What is SAP? Definition of SAP ERP Software

Suppose a client approaches a sales team asking for a particular product. The sales
team contacts the inventory department to check the availability of the product. To
their surprise, the sales team found out that the product is out of stock. So next
time this doesn�t happen, they have to introduce an SAP ERP tool.

Before we actually see in detail, what ERP is and how ERP can help in your business
process, we will understand how different departments are involved in the whole
business process, right from the ordering of the raw material � to manufacturing
goods � to delivering final products to the customer.

What is SAP? Definition of SAP ERP Software

Here is the whole process that is followed by any business unit.

Client contacts the sales team to check the availability of the product
Sales team approaches the Inventory department to check for the availability of the
product
In case the product is out of stock, the sales team approaches the Production
Planning Department to manufacture the product
The production planning team checks with inventory department for availability of
raw material
If the raw material is not available with inventory, the Production Planning team
buys the raw material from the Vendors
Then Production Planning forwards the raw materials to the Shop Floor Execution for
actual production
Once ready, the Shop Floor Team sends the goods to the Sales Team
Sales Team who in turn deliver it to the client
The sales team updates the finance with revenue generated by the sale of the
product. Production planning team update the finance with payments to be made to
different vendors for raw materials.
All departments approach the HR for any Human Resource related issue.
That is a typical business process for any manufacturing company. Some key
inferences one could derive from the scenario would be.

It has many departments or business units


These departments or business units continuously communicate and exchange data with
each other
The success of any organization lies in effective communication, and data exchange,
within these departments, as well as associated third party such as vendors,
outsourcers, and customers.
Based on the manner in which communication and data exchanged is managed.
Enterprise systems can be broadly classified as

1) Decentralized System

2) Centralized System which is also called as ERP.

Decentralized System
Let's look at Decentralized system first, in a company with Decentralized System of
Data Management. There are two major problems �

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