Hello,
Can anybody provide me with Order management test script?
I need it urgently...
Test Script
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selk.reddy
- Posts: 15
- Joined: Wed Dec 20, 2006 9:30 am
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AIM Business Flow Accelerators
TE.040 SYSTEM TEST SCRIPT
<Company Long Name>
Order to Shipment
Author: Application and Industry Solutions
Creation Date: February 6, 2004
Last Updated: January 6, 2005
Document Ref: <Document Reference Number>
Version: 1.0
Release: 11.5.9
BFA Version: 11.5.9 BFA v2.0
Approvals:
<Approver 1>
<Approver 2>
Copy Number _____
Document Control
Change Record
1
Date Author Version Change Reference
06-Feb-04 Application and Industry Solutions 1.0 No Previous Document
Reviewers
Name Position
Distribution
Copy No. Name Location
1 Library Master Project Library
2 Project Manager
3
4
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Contents
Document Control ii
Overview 1
Business Scenarios Test Sequences 2
00 Test Specification ? Pre-requisite Steps 3
10 Test Specification - Order Entry and Scheduling 14
Manage Customer Orders (OF1069) / Check ATP (PF2036) / Schedule Sales Order Ship Date (OF1071) 14
20 Test Specification - Order Entry and Scheduling 18
Send Sales Order Acknowledgement (OF1073) 18
Manage Sales Order Holds (OF1076) 20
Manage Customer Orders (OF1069) ? Enter Ship Only & Bill Only Sales Orders 28
Manage Customer Orders (OF1069) - Cancel / Change Sales Order 34
Release Credit Holds on Sales Orders (OF1054) 38
30 Test Specification - Shipping 43
Pick Material (MM1090) 43
Prepare Material for Shipment (MM1923) 47
Load Material (MM1924) 47
Ship Material (MM1149) 48
Manage Customer Orders (OF1069) 53
Manage Customer Orders (OF1069) 55
Ship Material (MM1149) 58
Generate Customer Invoices from Sales Orders (OF1027) 64
Open and Closed Issues 66
Open Issues 66
Closed Issues 66
Overview
The purpose of this test script is to validate the Order to Cash Flow Based Offering. This script will test the
?Core? functionality of the modules involved.
The recommended sequence for TE.040 testing of the Order to Cash Business Process is:
? 1 ? Inspect to Disposition for Order Management
? 2 ? Order to Shipment
? 3 ? Order to Drop Shipment
? 4 ? Customer Return to Credit
? 5 ? Customer Return to Replacement
Business Scenarios Test Sequences
Test Status: Draft, Review, Success, and Defective
Tests Test Name Tester1 Tester2 Tester3 Date Notes
00 Pre-requisite Steps
10 Order Entry and Scheduling
20 Order Entry and Scheduling
30 Shipping
00 Test Specification ? Pre-requisite Steps
Business Process:
Open Receivables Period
Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step# Process Step Description Path and Action Input Data Expected Results Actual Results
00.01 Log in to application Browse to Application URL.
Enter User Name/Password.
Click on Connect.
Change Password. Application URL
User ID: setupuser
Password: welcome1
New Password (If needed): welcome NOTE: The Application may require you to change the password when first logging on.
Home page opens
00.02 Select Responsibility
Select Receivables Manager Responsibility
Receivables Manager menu opens
00.03 Open Current AR Period Navigate: Control#61664;Accounting#61664;Open/Close Periods
Confirm that the period for the current month is open.
If the period is not open:
Select the current period. Highlight the row.
Change the Status LOV to Open.
Click the Save button
Choose File, Close Form from the applications menu to close the window.
(Optionally you may click the Open Next Period button to open the periods up to the current period) The period status field will show Open.
Receivables Transactions entry and posting should be allowed to the open accounting period; and not allowed for a future (unopened) period.
Current Period: ______
Current Period: ______
Business Process:
Verify Open Purchasing Period Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
01.01
00.04 Verify Current Purchasing Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. Purchasing Super User Purchasing Super User Navigator displays
00.05 (N) Setup > Financials > Accounting > Control Purchasing Periods Control Purchasing Periods form displays
00.06 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.07 Note: If period is not opened, notify the Accounting to Financial Statements Bundle Process Owner,
00.08 Close the Control Purchasing Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verify or Open Inventory Period Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.09 Verify Current Inventory Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. Inventory Inventory Navigator displays
00.10 (N) Accounting Close Cycle > Inventory Accounting Periods Organizations form displays
00.11 Select Organization. Click on the OK button 201 Inventory Accounting Periods form displays
00.12 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.13 If period is not opened, click on the row for the current period. Click on the Change Status button Caution box displays to verify to open the period.
00.14 Click on the OK button
00.15 Close the Inventory Accounting Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verify Open GL Accounting Period Business Flow:
Pre-requisite steps
Summary Process:
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.16 Verify Current General Ledger Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. General Ledger Super User General Ledger Navigator displays
00.17 Verify Current Accounting Period is Open (N) Setup > Open / Close Close and Open Periods form displays
00.18 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.19 Note: If period is not opened, notify the Accounting to Financial Statements Bundle Process Owner,
00.20 Close the Close and Open Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verification Steps Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.21 Login to Applications
Click on the Connect button User Name = order
Password = welcome A selection of Responsibilities will display.
00.22 Select appropriate responsibility System Administrator
00.23 Verify Material Transaction Worker is Active Navigate: Concurrent #61664; Manager #61664; Administer
Ensure INV Remote Procedure Manager is running. Administer Concurrent Managers screen will display
00.24 Close ?Administer Concurrent Managers? form by clicking ?X? on the top right corner of the form
00.25 If process is active and processes = 0
00.26 Navigate: Concurrent #61664; Manager #61664; Define
00.27 Query up INV Remote Procedure Manager.
00.28 Click Work Shifts button
00.29 Processes should = 1
00.30 Close ?Work Shifts? and ?Concurrent Managers? forms by clicking ?X? on the top right corner of the form
00.31 Verify that the Workflow Background Process is scheduled to run frequently in the background (N) Requests > View Find Requests form displays
00.32 Click on the radial button for Specific Requests
00.33 Navigate to the Name field and input %Workflow%
00.34 Click on the Find button
00.35 Click on the View Details button to view the parameters and the scheduled frequency
00.36 Verify that the Profile Option ?OM: AutoSchedule? is set to Yes. (N) Profile > Personal Personal Profile Values form displays
00.37 From the top menu bar, select View > Query By Example > Enter Form is in query mode and field turns blue
00.38 Navigate to the Profile Name field and input OM: AutoSchedule
00.39 Click on the Ctrl key and the F11 key
If the profile value is not set to ?yes?, then navigate to the User Value field and input ?yes?. Then click on the Save icon.
Close the ?Personal Profile Values? form by clicking on ?X? on the top right corner of the form. Default value should be ?Yes? for this profile option.
00.40 From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility
00.41 Select appropriate responsibility Inventory
00.42 (N) On-hand Availability > Item Supply/Demand Organization form displays
00.43 Select the Organization. Click on the OK button. 201 Find Supply Demand Item form displays
00.44 Navigate to the Item field and input AS54444
00.45 Click on the Find button
Close ?Item Supply/Demand detail? and ?Find Supply Demand Item? form by clicking on ?X? on the top right corner of the form. Available Quantity should be >10.
Business Process:
Add Inventory Business Flow:
Pre-requisite steps Summary Process:
Requisitions
Event:
Description: Manage and review automatically or manually created requisitions for completeness, approvals, etc.
Step # Process Step Description Path and Action Input Data Expected Results Actual Results
00.46 Create New Requisition Login to Applications
Click on the Connect button User Name = bsneider
Password = welcome A selection of Responsibilities will display.
00.47 Select appropriate responsibility Purchasing Super User Purchasing Super User Navigator displays
00.48 (N) Requisitions > Requisitions Requisitions form displays
00.49 Click on the Items tab. Navigate to the Item field and input AS54444
00.50 Navigate to the Rev field and input <Accept the default>
00.51 Navigate to the Quantity field and input 100 Item price should default.
00.52 Navigate to the Need-By field and input <Today?s Date>
00.53 Navigate to the Organizations field and input IO_201_US Boston Mfg & Dist Org
00.54 Navigate to the Location field and input US Boston Shop
00.55 Click on the Distributions button. Click in the Charge Account field. Distributions form displays. Charge Account is defaulted.
00.56 Click on the Save icon in the top Tool Bar. The following message appears below bottom left portion of Form: ?Transaction Complete?.
00.57 Close the Distributions form by clicking on the ?X? in the top right corner of the form.
00.58 Click on the second row to add another item. Navigate to the Item field and input AS54888
00.59 Navigate to the Rev field and input <Accept the default>
00.60 Navigate to the Quantity field and input 200 Item price should default.
00.61 Navigate to the Need-By field and input <Today?s Date>
00.62 Navigate to the Organizations field and input IO_201_US Boston Mfg & Dist Org
00.63 Navigate to the Location field and input US Boston Shop
00.64 Click on the Distributions button Click in the Charge Account field. Distributions form displays. Charge Account is defaulted.
00.65 Click on the Save icon in the top Tool Bar. The following message appears below bottom left portion of Form: ?Transaction Complete?.
00.66 Close the Distributions form by clicking on the ?X? in the top right corner of the form. Note Requisition # 1
__________________
5
00.67 Click on the Approve button Approve Document form displays
00.68 Click on the OK button Note display that document has been submitted for approval. Requisition should be approved automatically.
00.69 Click on the OK button Requisitions form displays
00.70 Close the Requisitions form by clicking on the ?X? in the top right corner of the form.
00.71 Auto-Create a Purchase Order from a Requisition (N) AutoCreate Find Requisition Lines form displays
00.72 Click on the Clear button
00.73 Navigate to the Requisition field and input < Requisition # 1 > Note; If your requisition is not found, wait a few moments and retry.
00.74 Click on the Find button AutoCreate Documents for displays. 2 items on Requisition # 1 are displayed.
00.75 From the Top Menu, select Edit, then Select All All Requisition lines are checked and shaded in blue.
00.76 Verify/change the settings at the bottom of the form
Action is ?Create?
Document Type is ?Standard PO?
Standard PO Grouping is ?Default?
00.77 Click on the Automatic button New Document form displays
00.78 Navigate to the Supplier field and input Advanced Network Device Supplier Site should default to ?Santa Clara?
00.79 Click on the Create button Note displays that AutoCreate completed successfully. PO # is displayed.
Note Purchase Order # 1
__________________
11
00.80 Click on the OK button Note displays that no more requisition lines exist to AutoCreate.
00.81 Click on the OK button AutoCreate to Purchase Orders form displays
00.82 Click on the Approve button Approve Document form displays
00.83 Verify that Submit for Approval is checked.
00.84 Uncheck Email
00.85 Click on the OK button Note displays that document has been submitted for approval.
00.86 Click on the OK button AutoCreate to Purchase Orders form re-displays. PO status is now ?Approved?.
00.87 Close the AutoCreate to Purchase Orders and Find Requisition Lines form by clicking on the ?X? in the top right corner of the form.
00.88 Enter Receipt (N) Receiving > Receipts Organization form displays.
00.89 Select the appropriate organization. Click on the OK button. 201 Find Expected Receipts form displays
00.90 Click on the Supplier and Internal tab
00.91 Navigate to the Purchase Order Number field and input <Purchase Order # 1> Note; If your purchase order is not found, wait a few moments and retry.
00.92 Click on the Find button Receipt Header form displays
00.93 Close Receipt Header form by clicking on the ?X? in the top right corner of the form. Receipts form displays
00.94 Click on the Lines tab
00.95 Check the box to the left of first line to be received
00.96 Navigate to the Subinventory field and input FGI
00.97 Navigate to the Locator field and input A.1.10
00.98 Click on the Lot-Serial button Serial Entry form displays
00.99 Navigate to the Start Serial Number field and input 4000 End Serial Number field populates number based upon quantity of receipt
00.100 Click on the Done button Receipts form re-displays
00.101 Click on the Save icon in the top Tool Bar.
00.102 Check the box to the left of second line to be received
00.103 Navigate to the Subinventory field and input FGI
00.104 Navigate to the Locator field and input A.1.10
00.105 Click on the Lot-Serial button Serial Entry form displays.
00.106 Navigate to the Start Serial Number field and input 700 End Serial Number field populates number based upon quantity of receipt
00.107 Click on the Done button Receipts form re-displays
00.108 Click on the Save icon in the top Tool Bar.
00.109 Close Receipts form by clicking on the ?X? in the top right corner of the form.
00.110 View Receiving Transactions (N) Receiving > Receiving Transactions Summary Find Receiving Transactions form displays
00.111 Navigate to the Purchase Order Number field and input <Purchase Order # 1>
00.112 Click on the Find button Receipt Headers Summary form displays
00.113 Click on the Transactions button Receipt Transactions Summary form displays
00.114 Verify that for each item, there is a ?Receive? and a ?Deliver? Transaction Type Since the routing is ?Direct Delivery?, the receipt transaction should have also delivered the item directly to the subinventory.
00.115 Close Receipt Transactions Summary, Receipt Headers Summary, and Find Receiving Transactions forms by clicking on the ?X? in the top right corner of the form.
00.116 Logout of Applications
File > Exit Oracle Applications
00.117 Click OK
00.118 Login to Applications
Click on the Connect button User Name = order
Password = welcome
New Password (If needed): Welcome
00.119 Select appropriate responsibility
Inventory
00.120 (N) On-hand Availability> Item Supply/Demand Organization form displays
00.121 Select the Organization. Click on the OK Button. 201 Find Supply Demand Item form displays
00.122 Navigate to the Item field and input AS54888
00.123 Click on the Find button Available Quantity should be >10.
Business Process:
Add Inventory Business Flow:
Pre-requisite steps Summary Process:
Requisitions
Event:
Description: Optional Setups to update Collections and the Available to Promise quantities.
Step # Process Step Description Path and Action Input Data Expected Results Actual Results
00.124 Login to Applications
Click on the Connect button User Name = setupuser
Password = welcome A selection of Responsibilities will display.
00.125 Select appropriate responsibility Advanced Supply Chain Manager Purchasing Super User Navigator displays
00.126 (N) Other > Request
Click ?Submit a New Request? button Find Request form displays
00.127 Verify that the Single Request radial button is selected. Click the OK button.
00.128 From the LOV for the Name field, make selection and click on the OK button.
Planning Data Collection ? Purge Staging Tables
Parameters window displays
00.129 Parameters:
Click LOV for Instance
Validation = No
00.130 Click on the OK button
00.131 Click on the Submit button The Requests window will display with your Request ID.
00.132 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
00.133 When the job is completed.
Click ?Submit a New Request? button
00.134 Verify that the Single Request radial button is selected. Click the OK button.
00.135 From the LOV for the Name field, make selection and click on the OK button.
Refresh Collection Snapshots
Parameters window displays
00.136 Parameters:
Refresh Mode = Complete
Accept all other defaults
00.137 Click on the OK button
00.138 Click on the Submit button The Requests window will display with your Request ID.
00.139 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
00.140 Close the Requests form by clicking on the ?X? in the top right corner of the form.
00.141 Switch Responsibility (N) File > Switch Responsibility Order Management Super User
(N) Scheduling > ATP Data Collection
Put cursor in Parameters window for ATP Data Pull
ATP Data Pull Parameters:
Instance: TST or default
Accept other defaults
Click OK
Put cursor in Parameters window for Planning ODS Load
Accept Parameter Defaults
Click OK
00.1 Click on the Submit button
Click OK on the Note Window Note Request ID
From the Menu, View > Requests
Click to find button
00.139 Continue to click on the Refresh Data button until the phase of the Original Request ID is ?Completed?. Several additional processes are started. Wait until all are completed. Request ID Status should be ?Normal?
00.139 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
10 Test Specification - Order Entry and Scheduling
Business Process:
Manage Customer Orders (OF1069) / Check ATP (PF2036) / Schedule Sales Order Ship Date (OF1071) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
10.01 Enter Customer Orders ? Order # 1 Login to Applications
Click on the Connect button User Name = order
Password = welcome A selection of Responsibilities will display.
10.02 Select appropriate responsibility
Order Management Super User Order Management Super User Navigator displays
10.03 (N) Orders, Returns > Sales Orders Sales Orders Form Displays
10.04 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
10.05 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
10.06 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
10.07 In the Order Information tab, click on the Others tab
10.08 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
10.09 Navigate to the Warehouse field and input 201 201 will populate the field
10.10 Enter Sales Order Line information ? Order #1 Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 1
__________________
Availability Box automatically displays if profile option ?OM: AutoSchedule? is set to ?yes?.
10.11 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
10.12 Navigate to the Qty Field and input 1 1 will populate the field.
10.13 Tab to the Request Date Field. Request Date defaults to the current date.
10.14 Calculate ATP ? Order #1 If Availability Box is not already displayed, click on the Availability button at the bottom of the form. Availability Box displays ATP information: Warehouse, Available, On Hand, Reservable, Request Date, Available Date, and Error Message.
10.15 To obtain more detail information regarding ATP, click on the ATP Details button at the bottom of the Availability box. Workbench displays.
10.16 Close the ATP Details form by clicking on the ?X? in the top right corner of the form. Close the Availability Box by clicking on the ?X? in the top right corner of the box.
10.17 Schedule Sales Order Ship Date ? Order # 1 (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
10.18 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
10.19 Override Sales Tax Code Click on the Main tab. Navigate to the Tax Code field and verify Tax Code should have defaulted to ?Location? on the Sales Order Line
10.20 Click on the Pricing Tab. Navigate to the Tax Amount field and verify Tax Amount should have been calculated based upon the tax code for the order address.
10.21 Click on the Main tab. Navigate to the Tax Code field and override Exempt
10.22 Click on the Save icon in the top Tool Bar.
10.23 Click on the Pricing Tab. Navigate to the Tax Amount field and verify Tax Amount should now be $0.00.
10.24 Book Sales Order #1 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
10.25 Click on the OK button In the Order Information Tab, Order status is booked.
10.26 Click on the Line Items tab Sales order line status is Awaiting Shipping.
10.27 Enter Customer Order ? Order #2 Click on the Order Information tab. Click on the New icon in the top Tool Bar (green plus sign). Returned to a cleared Header form
10.28 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
10.29 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
10.30 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
10.31 In the Order Information tab, click on the Others tab.
10.32 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
10.33 Navigate to the Warehouse field and input 201 201 will populate the field
10.34 Turn Auto Schedule off From the Menu Bar, click on Tools and click the check mark off for the Auto Schedule selection. Sales orders will not be automatically scheduled.
10.35 Enter Sales Order Line information Order #2 Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 2
__________________
10.36 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
10.37 Navigate to the Qty Field and input 10 10 will populate the field.
10.38 Tab to the Request Date Field. Request Date defaults to the current date.
10.39 Calculate ATP - Order #2 Click on the Availability button at the bottom of the form. Availability Box displays ATP information: Warehouse, Available, On Hand, Reservable, Request Date, Available Date, Error Message.
10.40 To obtain more detail information regarding ATP, click on the ATP Details button at the bottom of the Availability box. Availability Workbench displays.
10.41 Close the ATP Details form by clicking on the ?X? in the top right corner of the form. Close the Availability Box by clicking on the ?X? in the top right corner of the box.
10.42 Schedule Sales Order Ship Date ? Order # 2 (Auto Schedule turned off) Click the right mouse button while on the ordered line item field on the sales order line. From the menu displayed, select Scheduling, then Schedule.
Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
10.43 Click on the Save icon in the top Tool Bar. Sales order line status is Entered. The following message appears below bottom left portion of Form: ?Transaction Complete?.
10.44 Book Sales Order #2 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
10.45 Click on the OK button In the Order Information Tab, Order status is booked.
10.46 Click on the Line Items tab Sales order line status is Awaiting Shipping.
10.47 Turn Auto Schedule back on From the Menu Bar, go to Tools and click the check mark on for the Auto Schedule selection. Auto schedule orders will be turned back on.
10.48 Close the Sales Orders form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
20 Test Specification - Order Entry and Scheduling
Business Process:
Send Sales Order Acknowledgement (OF1073) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
20.01 Send Sales Order Acknowledgment (N) Reports, Requests > Run Reports Submit a New Request Decision window displays
20.02 Verify that the Single Request radial button is selected. Click the OK button. Order Management Reports form displays
20.03 From the LOV for the Name field, make selection and click on the OK button.
Sales Order Acknowledgement Parameters window displays
20.04 Navigate to the Order Number From field and input. <Sales Order # 1>
The field will populate with the order number that was input.
20.05 If Order # 1 and Order # 2 from above are sequential, then they may be submitted under one report request. Otherwise, these steps will need to be repeated for Order # 2 in a separate report request.
20.06 Navigate to the Order Number To field and input. <Sales Order # 2>
The field will populate with the order number that was input.
20.07 Click on the OK button. Order Management Reports form re-displays
20.08 In the Upon Completion section of the form, click on the Options button Upon Completion window displays
20.09 Click on the OK button
20.10 Click on the Submit button A Decision window will display with your Request ID.
20.11 If both order #s were submitted in one request, click on the No button. If another request needs to be submitted for Order #2, click on the Yes button and repeat steps above. Order Management Super User Navigator displays
20.12 From the Menu Bar, go to View and select Requests Find Requests form displays
20.13 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
20.14 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
20.15 To view the output on-line, click on the View Output button. Report Request ID window displays the output of the report.
20.16 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
Business Process:
Manage Sales Order Holds (OF1076) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
21.01 Define Sales Order Hold Source ? Hold # 1 (N) Orders, Return > Order Organizer Find Orders form displays
21.02 From the Menu Bar, go to Tool and select Create Hold Source Apply Holds form displays
21.03 Click on the Criteria tab
21.04 Navigate to the Hold Name field and input Booking Hold Hold Type and Description display
21.05 Navigate to the first Hold Criteria field and input Customer
21.06 Navigate to the first Criteria Value field and input MBNA Corporation
21.07 Click on the Hold Name tab
21.08 Navigate to the Hold Until Date field and input <Tomorrow?s date> (DD-MMM-YYYY)
21.09 Navigate to the Hold Comments field and input Do not book orders for this customer unless order is approved individually, or hold has expired.
21.10 Verify that a check mark is next to both options for: Hold Future Orders/Lines and Hold Existing Orders/Lines. If a check mark is not in the box, click on the box to turn on this option.
21.11 Click on the Apply Holds button Note displays that Hold Source created successfully.
21.12 Click on the OK button Find Orders form displays
21.13 Define Sales Order Hold Source ? Hold # 2 From the Menu Bar, go to Tool and select Create Hold Source Apply Holds form displays
21.14 Click on the Criteria tab
21.15 Navigate to the Hold Name field and input Shipping Hold Hold Type and Description display
21.16 Navigate to the first Hold Criteria field and input Item
21.17 Navigate to the first Criteria Value field and input AS54444
21.18 Click on the Hold Name tab
21.19 Navigate to the Hold Comments field and input Do not ship orders for this item unless order is approved.
21.20 Verify that a check mark is next to option for: Hold Future Order/Lines.
Uncheck the option for: Hold Existing Orders/Lines.
21.21 Click on the Apply Holds button Note displays that Hold Source created successfully.
21.22 Click on the OK button Find Orders form displays
21.23 Close the Find Orders form and Order Organizer by clicking on the ?X? in the top right corner of the forms. Order Management Super User Navigator displays
21.24 Enter Sales order that should be affected by Hold ? Order # 3 (N) Orders, Returns > Sales Orders Sales Order Form Displays
21.25 Navigate to the Customer Name field and input MBNA Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
21.26 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
21.27 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
21.28 In the Order Information tab, click on the Others tab.
21.29 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
21.30 Navigate to the Warehouse field and input 201 201 will populate the field
21.31 Click on the Lines Items Tab Note displays Hold applied against order based Customer.
21.32 Click on the OK button Sales Order Header should be saved automatically.
Note Sales Order # 3
__________________
21.33 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
21.34 Navigate to the Qty Field and input 1 1 will populate the field.
21.35 Tab to the Request Date Field. Request Date defaults to the current date.
21.36 Click on the Save icon in the top Tool Bar. Note displays Item hold applied against line 1.
21.37 Click on the OK button Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
21.38 Try to book sales order that is on hold Click on the Book Order button Process Messages Form displays.
Error message indicates, ?A hold prevents booking of this order.?
21.39 Click on the Continue button. Click on Order Information tab, Click on the Main tab
Sales order header status is Entered (should not have changed to Booked)
21.40 Enter Sales order that should be affected by Hold ? Order # 4 Click on the New icon in the top Tool Bar (green plus sign). Sales Order form is cleared for new record to be entered.
21.41 Navigate to the Customer Name field and input MBNA Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
21.42 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
21.43 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
21.44 In the Order Information tab, click on the Others tab.
21.45 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
21.46 Navigate to the Warehouse field and input 201 201 will populate the field
21.47 Click on the Lines Items Tab Note displays Hold applied against order based Customer.
21.48 Click on the OK button Sales Order Header should be saved automatically.
Note Sales Order # 4
__________________
21.49 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
21.50 Navigate to the Qty Field and input 1 1 will populate the field.
21.51 Tab to the Request Date Field. Request Date defaults to the current date.
21.52 Click on the Save icon in the top Tool Bar. Note displays Item hold applied against line 1.
21.53 Click on the OK button Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
21.54 Close the Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.55 Track outstanding holds on sales orders (N) Reports, Requests > Run Reports Submit a New Request Decision window displays
21.56 Verify that the Single Request radial button is selected. Click the OK button. Order Management Reports form displays
21.57 From the LOV for the Name field, make selection and click on the OK button.
Outstanding Holds Report Parameters window displays
21.58 Navigate to the Item Display field and input Item and Description
21.59 Navigate to the Mixed Precision field and input 2
21.60 Click on the OK button
21.61 Click on the Submit button A Decision window will display with your Request ID.
21.62 Click on the No button Order Management Super User Navigator displays
21.63 From the Menu Bar, go to View and select Requests Find Requests form displays
21.64 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.65 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.66 To view the output on-line, click on the View Output button. Report Request ID window displays the output of the report.
21.67 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.68 Query for sales orders by name of hold (N) Orders, Return > Order Organizer Find Orders form displays
21.69 Click on the Holds Information tab
21.70 Navigate to the Hold Name Field and input Booking Hold Hold Type and Description default
21.71 Click on the Find button Decision box displays that query could take a long time.
21.72 Click on the Yes button Order Organizer displays Order # 3 and # 4 from above that are on Booking Hold.
21.73 Select the sales order to release from hold Put the cursor on the row for Order # 3 to select the row. Click on the Open Order button Sales Order form displays Order # 3
21.74 Release hold from sales order Click on the Actions button Actions box displays
21.75 Select Release Holds and click on the OK Button Release Holds form displays
21.76 Navigate to the Reason field and select Customer passes approval
21.77 Click on the Release button Note displays that hold was released successfully.
21.78 Click on the OK button Sales Order form re-displays. Sales order status is Entered.
21.79 Click Open Order Button
Click on the Book Order button Note displays that order has been booked.
21.80 Click on the OK button Sales order status is Booked.
21.81 Close the Sales Orders and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.82 Try to Pick release sales order that is on Shipping hold (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
21.83 Navigate to the Based on Rule field and input Standard
21.84 Click on the Order Tab
21.85 Navigate to the Order Number field and input <Sales Order # 3>
21.86 Click on the Concurrent button
Note appears with message ? APP-ONT-250831 Your concurrent request id is <???.>
21.87 Click on the OK button
21.88 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.89 From the Menu Bar, go to View and select Requests Find Requests form displays
21.90 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.91 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.92 Click on the row for the Shipping Exceptions Report. Click on the View Output button. Report Request ID window displays that Pick Selection List Process could not select line for order for picking as it has been placed on a picking activity hold.
(You will resolve this hold in this script. This is why the Pick Selection List Generation processes completed with status of Warning)
21.93 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.94 Release hold from sales order (N) Orders, Returns > Sales Orders Sales Order form displays
21.95 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
21.96 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 3>
21.97 Click on the Find button Order Organizer displays Order # 3
21.98 Click on the Open Order button Sales Order form displays Order # 3
21.99 Click on the Line Items tab
21.100 Click on the Actions button Actions box displays
21.101 Select Release Holds and click on the OK Button Release Holds form displays
21.102 Navigate to the Reason field and select Item may be shipped
21.103 Click on the Release button Note displays that hold was released successfully.
21.104 Click on the OK button Sales Order form re-displays.
21.105 Close the Sales Orders and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.106 Try to Pick release sales order after hold is removed (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
21.107 Navigate to the Based on Rule field and input Standard
21.108 Click on the Order Tab
21.109 Navigate to the Order Number field and input <Input Sales Order # 3>
21.110 Click on the Concurrent button
Note appears with message ? APP-ONT-250831 Your concurrent request id is <????>
21.111 Click on the OK button
21.112 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.113 From the Menu Bar, go to View and select Requests Find Requests form displays
21.114 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.115 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.116 Click on the row for the Pick Slip Report. Click on the View Output button. Report Request ID window displays the line details that are pick released.
21.117 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.118 View hold sources
(N) Orders, Return > Order Organizer Find Orders form displays
21.119 Click on the Holds Information tab
21.120 Click on the Hold Sources button Release Sources form displays
Both Shipping Hold and Booking Hold should display.
21.121 Click on the Cancel button
21.122 Close Find Order and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.123 IMPORTANT NOTE: Wait until the day after the Booking Hold Source was defined to go through the rest of this portion of the test for holds. The Booking Hold Source should automatically expire based upon the date input when it was defined.
21.124 Run request to remove expired hold sources (next day) (N) Reports, Requests > Run Requests Submit a New Request form displays
21.125 Verify that the Single Request radial button is selected. Click the OK button. Submit Request form displays
21.126 From the LOV for the Name field, make selection and click on the OK button.
Release Expired Hold
21.127 Click on the Submit button Caution box displays
21.128 Click on the OK button Requests form displays
21.129 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.130 Close the Requests form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.131 View hold sources ? Expired hold should no longer display (N) Orders, Return > Order Organizer Find Orders form displays
21.132 Click on the Holds Information tab
21.133 Click on the Hold Sources button Release Sources form displays
Shipping Hold should display.
Booking Hold should not display since the hold source expired and the request was run to remove the expired hold sources.
21.134 Remove Shipping hold source Click on the row for the Shipping Hold
21.135 Navigate to the Reason field and input Item may be Shipped
21.136 Click on the Release button Note displays Hold source released successfully
21.137 Click on the OK button Find Order form displays
21.138 Close Find Order and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
Business Process:
Manage Customer Orders (OF1069) ? Enter Ship Only & Bill Only Sales Orders Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
22.01 Enter Ship Only Sales Order ? Order #5 (N) Orders, Returns > Sales Orders Sales Order Form Displays
22.02 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
22.03 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
22.04 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
22.05 In the Order Information tab, click on the Others tab.
22.06 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
22.07 Navigate to the Warehouse field and input 201 201 will populate the field
22.08 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 5
__________________
22.09 Navigate to the Line Type field and input Ship Only Line Ship Only Line will populate the field
22.10 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
22.11 Navigate to the Qty Field and input 8 8 will populate the field.
22.12 Tab to the Request Date Field. Request Date defaults to the current date.
22.13 Schedule Sales Order Ship Date ? (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
22.14 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
22.15 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
22.16 Click on the OK button In the Order Information Tab, Order status is booked.
22.17 Click on the Line Items tab Sales order line status is Awaiting Shipping.
22.18 Split Sales Order Line Click on the Actions button Actions box displays
22.19 Select Split Line. Click on the OK button. Split line box displays
22.20 Navigate to the Qty field and input 5
22.21 Click on the second row. Navigate to the Qty field and input 3
22.22 Navigate to the Request Date field and input <Current Request Date + 2 weeks> (DD-MMM-YYYY)
22.23 Click on the Split button Line 1.1 displays with quantity 5. Line 1.2 displays with quantity 3 and request date moved out 2 weeks.
22.24 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
22.25 Pick Release Sales Order - Run Pick Release Concurrent Program (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
22.26 Navigate to the Based on Rule field and input Standard
22.27 Click on the Order Tab
22.28 Verify/change Orders field All
22.29 Navigate to the Order Number field and input <Sales Order # 5> Order Type and Customer will default
22.30 Navigate to the Scheduled Ship Dates ? To field and input <Tomorrow?s Date> (DD-MMM-YYYY)
22.31 Click on the Shipping Tab
22.32 Verify/change Release Sequence Rules field Sched Date Shipment Priority
22.33 Verify/change Auto Create Delivery field Yes
22.34 Click on the Inventory Tab
22.35 Verify/change Warehouse field 201
22.36 Verify/change Auto Allocate field Yes
22.37 Verify/change Auto Pick Confirm field No
22.38 Verify/change Default Stage Subinventory field STAGE
22.39 Click on the Concurrent button Note displays with concurrent request ID. Concurrent releases in the background for multiple orders, Trips, or deliveries, thus allowing you to run other processes simultaneously.
22.40 Click on the OK button
22.41 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
22.42 From the Menu Bar, go to View and select Requests Find Requests form displays
22.43 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
22.44 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
22.45 Click on the row for the Pick Slip Report. Click on the View Output button. Report Request ID window displays that order was pick released.
Note Move Order:
MO # 5: ___________________
22.46 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
22.47 Switch Responsibility (N) File > Switch Responsibility Inventory
22.48 Pick Confirm Material (N) Move Orders > Transact Move Orders Organizations form displays
22.49 Select Organization 201 Find Move Order Lines (201) form displays
22.50 Click on the Headers tab. Navigate to the Number field and input Move Order # 5
<OR>
Click on the Pick Wave tab, and input Sales Order # 5
22.51 Click on the Find button Transact Move Orders form displays
22.52 Click in the Select box next to the line(s) to transact Check mark will be displayed in the Select box
22.53 Click on the View/Update Allocations button Transact Move Order Line Allocations window will display
22.54 If item is Serial Controlled, click on the Lot/Serial button. Select serial number from the LOV. Serial Entry window displays.
Start & End Serial Number Fields will populate as per selection.
22.55 Click on the Done button. Transact Move Order Line Allocations form re-displays
22.56 Click on the Transact button
.57 Close the Transact Move Order Line Allocations form by clicking on the ?X? in the top right corner of the form.
22.58 Switch Responsibility (N) File > Switch Responsibility Order Management Super User
22.59 Ship Confirm Delivery (N) Shipping > Transactions Organizations form displays
22.60 Select Organization 201 Query Manager displays
22.61 Click on the Lines Tab
22.62 Verify/change Lines Source System equals ?Order Management? and Lines Status equals ?Not Shipped?. Navigate to the Order Number field and input <Sales Order # 5>
22.63 Click on the Find button Shipping Transactions form displays order and lines
22.64 Click on the Lines/LPNs tab, verify Pick Status One row will displayed with Pick Status is ?Staged/Pick Confirmed?. The 3 items on line 1.2 should not have been pick released because the schedule ship date is beyond tomorrow?s date.
22.65 Click on the Delivery tab. Click the Action pull down menu and select the Ship Confirm option then press the Go button. Confirm Delivery form displays.
22.66 In the Ship Options section, click on the Ship All radial button.
22.67 In the Auto-Create Trip Options section, uncheck the Defer Interface check box.
22.68 Click on the OK button Message box displays the number of documents that were submitted. You may also receive a warning ?Freight charge calculation is not required as they are current at this point?.
22.69 Click on the OK button
22.70 Click on the Detail button, verify Delivery Status Delivery Status is ?Closed?
22.71 View Sales Order Lines Status (N) Orders, Returns > Order Organizer Find Orders form displays
22.72 Navigate to the Order Number field and input <Sales Order # 5>
22.73 Click on the Find button
Click on the ?Open? button Order Organizer will bring the search result
22.74 Click on the Lines tab and verify line status Line 1.1 has Status of ?Shipped?. Line 2.1 has Status of ?Awaiting Shipping?.
22.75 View Sales Order Lines Workflow Click on Line 1.1. From the Menu Bar, go to Tools and select Workflow Status Activity Column ?Close ? Line? should display immediately after Activity ?Fulfill?. There should not be an Activity ?Invoice Interface?, since this is a Ship Only line.
22.76 Close the Order Organizer form by clicking on the ?X? in the top right corner of the form.
22.77 Enter Bill Only Sales Order ? Order #6 (N) Orders, Returns > Sales Orders Sales Order Form Displays
22.78 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
22.79 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
22.80 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
22.81 In the Order Information tab, click on the Others tab.
22.82 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
22.83 Navigate to the Warehouse field and input 201 201 will populate the field
22.84 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 6
__________________
22.85 Navigate to the Line Type field and input Bill Only Line Bill Only Line will populate the field
22.86 Navigate to the Ordered Item Field and input AS54444 AS54444will populate the field
22.87 Navigate to the Qty Field and input 1 1 will populate the field.
22.88 Tab to the Request Date Field. Request Date defaults to the current date.
22.89 Schedule Sales Order Ship Date ? (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
22.90 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
22.91 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
22.92 Click on the OK button In the Order Information Tab, Order status is booked.
22.93 Click on the Line Items tab Sales order line status is Fulfilled. After the Workflow Background Process is run, the sales order line status will automatically change to Closed.
22.94 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
Business Process:
Manage Customer Orders (OF1069) - Cancel / Change Sales Order Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
23.01 Enter Customer Orders ? Order #7 (N) Orders, Returns > Sales Orders Sales Order Form Displays
23.02 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
23.03 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
23.04 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
23.05 In the Order Information tab, click on the Others tab.
23.06 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
23.07 Navigate to the Warehouse field and input 201 201 will populate the field
23.08 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 7
__________________
23.09 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
23.10 Navigate to the Qty Field and input 1 1 will populate the field.
23.11 Tab to the Request Date Field. Request Date defaults to the current date.
23.12 Click on the second line to create a new sales order line.
23.13 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
23.14 Navigate to the Qty Field and input 1 1 will populate the field.
23.15 Tab to the Request Date Field. Request Date defaults to the current date.
23.16 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.17 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
23.18 Click on the OK button In the Order Information Tab, Order status is booked.
23.19 Click on the Line Items tab Sales order line status is Awaiting Shipping.
23.20 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
23.21 Copy Sales Order ? Order #8 (N) Orders, Return > Order Organizer Find Orders form displays
23.22 Navigate to the Order Number field and input <Sales Order # 7> Order Number field will be populated
23.23 Click on the Find button Order Organizer will bring the search result
23.24 Click the Open Order button Sales Orders window will display Sales Order
23.25 Click on the Actions button
Action window will display
23.26 Make a selection from the drop-down menu. Click on the OK button Copy Copy window will display
23.27 Keep all of the defaults to create a new order. Click on the OK button Process Messages form displays that copy succeeded.
Note Sales Order # 8
__________________
23.28 Click on the Continue button
23.29 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.30 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 8>
23.31 Click on the Find button Order Organizer displays
23.32 Click on the Open Order button Sales Order form displays
23.33 Click on the Order Information tab and confirm that all data matches what was entered for Order # 7 All information in Main and Others tabs should have been copied from Order #7.
23.34 Click on the Others tab. Verify the Order Source and Order Reference fields. Order Source should be ?Copy?. Order Reference should be Order # 7.
23.35 Click on the Line Items tab and confirm that all data matches what was entered for Order # 7
23.36 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
23.37 Click on the OK button In the Order Information Tab, Order status is booked.
23.38 Click on the Line Items tab Sales order line status is Awaiting Shipping.
23.39 Cancel Sales Order ? Order # 8 Click on the Order Information tab
23.40 Click on the Actions button
Action window will display
23.41 Make a selection from the drop-down menu. Click on the OK button Cancel Cancel Order(s) window will display
23.42 Navigate to the Reason field and input Late and no longer needed
23.43 Click on the OK Button Note displays that Cancellation completed successfully. Please requery to see the changes
23.44 Click on the OK Button
23.45 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.46 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 8>
23.47 Click on the Find button Order Organizer displays. Sales Order status is Cancelled
23.48 Cancel Sales Order Line ? Order # 7, Line 1.1 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.49 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 7> Order Number field will be populated
23.50 Click on the Find button Order Organizer will bring the search result
23.51 Click the Open Order button Sales Orders window will display Sales Order
23.52 Click on the Line Items tab
23.53 Click on Line 1.1
23.54 Click on the Actions button
Action window will display
23.55 Make a selection from the drop-down menu. Click on the OK button Cancel Cancel Line(s) window will display
23.56 Navigate to the Reason field and input Discontinued item
23.57 Click on the OK Button Line status is Cancelled
23.58 Change Sales Order ? Add Lines to Order # 7 Click on the New icon in the top Tool Bar (green plus sign). Line .1 is created to add new sales order line to order.
23.59 Navigate to the Ordered Item Field and input SB32982 SB32982 will populate the field
23.60 Navigate to the Qty Field and input 1 1 will populate the field.
23.61 Tab to the Request Date Field. Request Date defaults to the current date.
23.62 Navigate to the Scheduled Date field Current Date + 7 days (DD-MMM-YYYY) Override ATP date
23.63 Click on the Save icon in the top Tool Bar. Note displays that Quantity on hand fails to satisfy reservation.
23.64 Click the OK button Sales order line status is Awaiting Shipping.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.65 Click on the next blank row in the Line Items tab Line .1 is created to add new sales order line to order.
23.66 Navigate to the Ordered Item Field and input SB32982 SB32982 will populate the field
23.67 Navigate to the Qty Field and input 1 1 will populate the field.
23.68 Tab to the Request Date Field. Request Date defaults to the current date.
23.69 Navigate to the Scheduled Date field Current Date + 14 days (DD-MMM-YYYY) Override ATP date
23.70 Click on the Save icon in the top Tool Bar. Note displays that Quantity on hand fails to satisfy reservation.
23.71 Click the OK button Sales order line status is Awaiting Shipping.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.72 Mass Change Sales Order Lines Press down the <Control> key. Click on line 2.1 and click on line 3.1. Both line 2.1 and line .31 should be highlighted in blue to indicate that they are multi-selected.
23.73 From the Menu Bar, go to Tools and select Mass Change Line Mass Change form displays
23.74 Click on the Shipping tab
23.75 Navigate to the Shipment Priority field and input High Priority
23.76 Click on the OK button Note displays that Mass Change was completed successfully.
23.77 Click on the OK button Order Organizer form re-displays
23.78 Click on the Open Order button Sales Order form displays
23.79 Click on the Line Items tab
23.80 Click on the Shipping tab
23.81 Navigate to the Shipment Priority field and verify the value for Line 2.1 and Line .1. Shipment Priority for these 2 lines should now be High Priority.
23.82 Close Sales Order and Order Organizer forms by clicking on the ?X? in the top right corner of the forms.
Business Process:
Release Credit Holds on Sales Orders (OF1054) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
24.01 Enter Customer Orders ? Order #9
TE.040 SYSTEM TEST SCRIPT
<Company Long Name>
Order to Shipment
Author: Application and Industry Solutions
Creation Date: February 6, 2004
Last Updated: January 6, 2005
Document Ref: <Document Reference Number>
Version: 1.0
Release: 11.5.9
BFA Version: 11.5.9 BFA v2.0
Approvals:
<Approver 1>
<Approver 2>
Copy Number _____
Document Control
Change Record
1
Date Author Version Change Reference
06-Feb-04 Application and Industry Solutions 1.0 No Previous Document
Reviewers
Name Position
Distribution
Copy No. Name Location
1 Library Master Project Library
2 Project Manager
3
4
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Contents
Document Control ii
Overview 1
Business Scenarios Test Sequences 2
00 Test Specification ? Pre-requisite Steps 3
10 Test Specification - Order Entry and Scheduling 14
Manage Customer Orders (OF1069) / Check ATP (PF2036) / Schedule Sales Order Ship Date (OF1071) 14
20 Test Specification - Order Entry and Scheduling 18
Send Sales Order Acknowledgement (OF1073) 18
Manage Sales Order Holds (OF1076) 20
Manage Customer Orders (OF1069) ? Enter Ship Only & Bill Only Sales Orders 28
Manage Customer Orders (OF1069) - Cancel / Change Sales Order 34
Release Credit Holds on Sales Orders (OF1054) 38
30 Test Specification - Shipping 43
Pick Material (MM1090) 43
Prepare Material for Shipment (MM1923) 47
Load Material (MM1924) 47
Ship Material (MM1149) 48
Manage Customer Orders (OF1069) 53
Manage Customer Orders (OF1069) 55
Ship Material (MM1149) 58
Generate Customer Invoices from Sales Orders (OF1027) 64
Open and Closed Issues 66
Open Issues 66
Closed Issues 66
Overview
The purpose of this test script is to validate the Order to Cash Flow Based Offering. This script will test the
?Core? functionality of the modules involved.
The recommended sequence for TE.040 testing of the Order to Cash Business Process is:
? 1 ? Inspect to Disposition for Order Management
? 2 ? Order to Shipment
? 3 ? Order to Drop Shipment
? 4 ? Customer Return to Credit
? 5 ? Customer Return to Replacement
Business Scenarios Test Sequences
Test Status: Draft, Review, Success, and Defective
Tests Test Name Tester1 Tester2 Tester3 Date Notes
00 Pre-requisite Steps
10 Order Entry and Scheduling
20 Order Entry and Scheduling
30 Shipping
00 Test Specification ? Pre-requisite Steps
Business Process:
Open Receivables Period
Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step# Process Step Description Path and Action Input Data Expected Results Actual Results
00.01 Log in to application Browse to Application URL.
Enter User Name/Password.
Click on Connect.
Change Password. Application URL
User ID: setupuser
Password: welcome1
New Password (If needed): welcome NOTE: The Application may require you to change the password when first logging on.
Home page opens
00.02 Select Responsibility
Select Receivables Manager Responsibility
Receivables Manager menu opens
00.03 Open Current AR Period Navigate: Control#61664;Accounting#61664;Open/Close Periods
Confirm that the period for the current month is open.
If the period is not open:
Select the current period. Highlight the row.
Change the Status LOV to Open.
Click the Save button
Choose File, Close Form from the applications menu to close the window.
(Optionally you may click the Open Next Period button to open the periods up to the current period) The period status field will show Open.
Receivables Transactions entry and posting should be allowed to the open accounting period; and not allowed for a future (unopened) period.
Current Period: ______
Current Period: ______
Business Process:
Verify Open Purchasing Period Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
01.01
00.04 Verify Current Purchasing Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. Purchasing Super User Purchasing Super User Navigator displays
00.05 (N) Setup > Financials > Accounting > Control Purchasing Periods Control Purchasing Periods form displays
00.06 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.07 Note: If period is not opened, notify the Accounting to Financial Statements Bundle Process Owner,
00.08 Close the Control Purchasing Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verify or Open Inventory Period Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
NOTE: Double-check these prerequisite steps, as they may have been performed previously.
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.09 Verify Current Inventory Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. Inventory Inventory Navigator displays
00.10 (N) Accounting Close Cycle > Inventory Accounting Periods Organizations form displays
00.11 Select Organization. Click on the OK button 201 Inventory Accounting Periods form displays
00.12 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.13 If period is not opened, click on the row for the current period. Click on the Change Status button Caution box displays to verify to open the period.
00.14 Click on the OK button
00.15 Close the Inventory Accounting Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verify Open GL Accounting Period Business Flow:
Pre-requisite steps
Summary Process:
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.16 Verify Current General Ledger Period is Open From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility. General Ledger Super User General Ledger Navigator displays
00.17 Verify Current Accounting Period is Open (N) Setup > Open / Close Close and Open Periods form displays
00.18 Scroll down to the current period (the period that contains today?s date). Verify the Status. Current Period Status should ?Open?
00.19 Note: If period is not opened, notify the Accounting to Financial Statements Bundle Process Owner,
00.20 Close the Close and Open Periods form by clicking on the ?X? in the top right corner of the form.
Business Process:
Verification Steps Business Flow:
Pre-requisite steps for Order to Shipment
Summary Process:
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
00.21 Login to Applications
Click on the Connect button User Name = order
Password = welcome A selection of Responsibilities will display.
00.22 Select appropriate responsibility System Administrator
00.23 Verify Material Transaction Worker is Active Navigate: Concurrent #61664; Manager #61664; Administer
Ensure INV Remote Procedure Manager is running. Administer Concurrent Managers screen will display
00.24 Close ?Administer Concurrent Managers? form by clicking ?X? on the top right corner of the form
00.25 If process is active and processes = 0
00.26 Navigate: Concurrent #61664; Manager #61664; Define
00.27 Query up INV Remote Procedure Manager.
00.28 Click Work Shifts button
00.29 Processes should = 1
00.30 Close ?Work Shifts? and ?Concurrent Managers? forms by clicking ?X? on the top right corner of the form
00.31 Verify that the Workflow Background Process is scheduled to run frequently in the background (N) Requests > View Find Requests form displays
00.32 Click on the radial button for Specific Requests
00.33 Navigate to the Name field and input %Workflow%
00.34 Click on the Find button
00.35 Click on the View Details button to view the parameters and the scheduled frequency
00.36 Verify that the Profile Option ?OM: AutoSchedule? is set to Yes. (N) Profile > Personal Personal Profile Values form displays
00.37 From the top menu bar, select View > Query By Example > Enter Form is in query mode and field turns blue
00.38 Navigate to the Profile Name field and input OM: AutoSchedule
00.39 Click on the Ctrl key and the F11 key
If the profile value is not set to ?yes?, then navigate to the User Value field and input ?yes?. Then click on the Save icon.
Close the ?Personal Profile Values? form by clicking on ?X? on the top right corner of the form. Default value should be ?Yes? for this profile option.
00.40 From the top menu, select File, then Switch Responsibility. Select the appropriate responsibility
00.41 Select appropriate responsibility Inventory
00.42 (N) On-hand Availability > Item Supply/Demand Organization form displays
00.43 Select the Organization. Click on the OK button. 201 Find Supply Demand Item form displays
00.44 Navigate to the Item field and input AS54444
00.45 Click on the Find button
Close ?Item Supply/Demand detail? and ?Find Supply Demand Item? form by clicking on ?X? on the top right corner of the form. Available Quantity should be >10.
Business Process:
Add Inventory Business Flow:
Pre-requisite steps Summary Process:
Requisitions
Event:
Description: Manage and review automatically or manually created requisitions for completeness, approvals, etc.
Step # Process Step Description Path and Action Input Data Expected Results Actual Results
00.46 Create New Requisition Login to Applications
Click on the Connect button User Name = bsneider
Password = welcome A selection of Responsibilities will display.
00.47 Select appropriate responsibility Purchasing Super User Purchasing Super User Navigator displays
00.48 (N) Requisitions > Requisitions Requisitions form displays
00.49 Click on the Items tab. Navigate to the Item field and input AS54444
00.50 Navigate to the Rev field and input <Accept the default>
00.51 Navigate to the Quantity field and input 100 Item price should default.
00.52 Navigate to the Need-By field and input <Today?s Date>
00.53 Navigate to the Organizations field and input IO_201_US Boston Mfg & Dist Org
00.54 Navigate to the Location field and input US Boston Shop
00.55 Click on the Distributions button. Click in the Charge Account field. Distributions form displays. Charge Account is defaulted.
00.56 Click on the Save icon in the top Tool Bar. The following message appears below bottom left portion of Form: ?Transaction Complete?.
00.57 Close the Distributions form by clicking on the ?X? in the top right corner of the form.
00.58 Click on the second row to add another item. Navigate to the Item field and input AS54888
00.59 Navigate to the Rev field and input <Accept the default>
00.60 Navigate to the Quantity field and input 200 Item price should default.
00.61 Navigate to the Need-By field and input <Today?s Date>
00.62 Navigate to the Organizations field and input IO_201_US Boston Mfg & Dist Org
00.63 Navigate to the Location field and input US Boston Shop
00.64 Click on the Distributions button Click in the Charge Account field. Distributions form displays. Charge Account is defaulted.
00.65 Click on the Save icon in the top Tool Bar. The following message appears below bottom left portion of Form: ?Transaction Complete?.
00.66 Close the Distributions form by clicking on the ?X? in the top right corner of the form. Note Requisition # 1
__________________
5
00.67 Click on the Approve button Approve Document form displays
00.68 Click on the OK button Note display that document has been submitted for approval. Requisition should be approved automatically.
00.69 Click on the OK button Requisitions form displays
00.70 Close the Requisitions form by clicking on the ?X? in the top right corner of the form.
00.71 Auto-Create a Purchase Order from a Requisition (N) AutoCreate Find Requisition Lines form displays
00.72 Click on the Clear button
00.73 Navigate to the Requisition field and input < Requisition # 1 > Note; If your requisition is not found, wait a few moments and retry.
00.74 Click on the Find button AutoCreate Documents for displays. 2 items on Requisition # 1 are displayed.
00.75 From the Top Menu, select Edit, then Select All All Requisition lines are checked and shaded in blue.
00.76 Verify/change the settings at the bottom of the form
Action is ?Create?
Document Type is ?Standard PO?
Standard PO Grouping is ?Default?
00.77 Click on the Automatic button New Document form displays
00.78 Navigate to the Supplier field and input Advanced Network Device Supplier Site should default to ?Santa Clara?
00.79 Click on the Create button Note displays that AutoCreate completed successfully. PO # is displayed.
Note Purchase Order # 1
__________________
11
00.80 Click on the OK button Note displays that no more requisition lines exist to AutoCreate.
00.81 Click on the OK button AutoCreate to Purchase Orders form displays
00.82 Click on the Approve button Approve Document form displays
00.83 Verify that Submit for Approval is checked.
00.84 Uncheck Email
00.85 Click on the OK button Note displays that document has been submitted for approval.
00.86 Click on the OK button AutoCreate to Purchase Orders form re-displays. PO status is now ?Approved?.
00.87 Close the AutoCreate to Purchase Orders and Find Requisition Lines form by clicking on the ?X? in the top right corner of the form.
00.88 Enter Receipt (N) Receiving > Receipts Organization form displays.
00.89 Select the appropriate organization. Click on the OK button. 201 Find Expected Receipts form displays
00.90 Click on the Supplier and Internal tab
00.91 Navigate to the Purchase Order Number field and input <Purchase Order # 1> Note; If your purchase order is not found, wait a few moments and retry.
00.92 Click on the Find button Receipt Header form displays
00.93 Close Receipt Header form by clicking on the ?X? in the top right corner of the form. Receipts form displays
00.94 Click on the Lines tab
00.95 Check the box to the left of first line to be received
00.96 Navigate to the Subinventory field and input FGI
00.97 Navigate to the Locator field and input A.1.10
00.98 Click on the Lot-Serial button Serial Entry form displays
00.99 Navigate to the Start Serial Number field and input 4000 End Serial Number field populates number based upon quantity of receipt
00.100 Click on the Done button Receipts form re-displays
00.101 Click on the Save icon in the top Tool Bar.
00.102 Check the box to the left of second line to be received
00.103 Navigate to the Subinventory field and input FGI
00.104 Navigate to the Locator field and input A.1.10
00.105 Click on the Lot-Serial button Serial Entry form displays.
00.106 Navigate to the Start Serial Number field and input 700 End Serial Number field populates number based upon quantity of receipt
00.107 Click on the Done button Receipts form re-displays
00.108 Click on the Save icon in the top Tool Bar.
00.109 Close Receipts form by clicking on the ?X? in the top right corner of the form.
00.110 View Receiving Transactions (N) Receiving > Receiving Transactions Summary Find Receiving Transactions form displays
00.111 Navigate to the Purchase Order Number field and input <Purchase Order # 1>
00.112 Click on the Find button Receipt Headers Summary form displays
00.113 Click on the Transactions button Receipt Transactions Summary form displays
00.114 Verify that for each item, there is a ?Receive? and a ?Deliver? Transaction Type Since the routing is ?Direct Delivery?, the receipt transaction should have also delivered the item directly to the subinventory.
00.115 Close Receipt Transactions Summary, Receipt Headers Summary, and Find Receiving Transactions forms by clicking on the ?X? in the top right corner of the form.
00.116 Logout of Applications
File > Exit Oracle Applications
00.117 Click OK
00.118 Login to Applications
Click on the Connect button User Name = order
Password = welcome
New Password (If needed): Welcome
00.119 Select appropriate responsibility
Inventory
00.120 (N) On-hand Availability> Item Supply/Demand Organization form displays
00.121 Select the Organization. Click on the OK Button. 201 Find Supply Demand Item form displays
00.122 Navigate to the Item field and input AS54888
00.123 Click on the Find button Available Quantity should be >10.
Business Process:
Add Inventory Business Flow:
Pre-requisite steps Summary Process:
Requisitions
Event:
Description: Optional Setups to update Collections and the Available to Promise quantities.
Step # Process Step Description Path and Action Input Data Expected Results Actual Results
00.124 Login to Applications
Click on the Connect button User Name = setupuser
Password = welcome A selection of Responsibilities will display.
00.125 Select appropriate responsibility Advanced Supply Chain Manager Purchasing Super User Navigator displays
00.126 (N) Other > Request
Click ?Submit a New Request? button Find Request form displays
00.127 Verify that the Single Request radial button is selected. Click the OK button.
00.128 From the LOV for the Name field, make selection and click on the OK button.
Planning Data Collection ? Purge Staging Tables
Parameters window displays
00.129 Parameters:
Click LOV for Instance
Validation = No
00.130 Click on the OK button
00.131 Click on the Submit button The Requests window will display with your Request ID.
00.132 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
00.133 When the job is completed.
Click ?Submit a New Request? button
00.134 Verify that the Single Request radial button is selected. Click the OK button.
00.135 From the LOV for the Name field, make selection and click on the OK button.
Refresh Collection Snapshots
Parameters window displays
00.136 Parameters:
Refresh Mode = Complete
Accept all other defaults
00.137 Click on the OK button
00.138 Click on the Submit button The Requests window will display with your Request ID.
00.139 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
00.140 Close the Requests form by clicking on the ?X? in the top right corner of the form.
00.141 Switch Responsibility (N) File > Switch Responsibility Order Management Super User
(N) Scheduling > ATP Data Collection
Put cursor in Parameters window for ATP Data Pull
ATP Data Pull Parameters:
Instance: TST or default
Accept other defaults
Click OK
Put cursor in Parameters window for Planning ODS Load
Accept Parameter Defaults
Click OK
00.1 Click on the Submit button
Click OK on the Note Window Note Request ID
From the Menu, View > Requests
Click to find button
00.139 Continue to click on the Refresh Data button until the phase of the Original Request ID is ?Completed?. Several additional processes are started. Wait until all are completed. Request ID Status should be ?Normal?
00.139 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
10 Test Specification - Order Entry and Scheduling
Business Process:
Manage Customer Orders (OF1069) / Check ATP (PF2036) / Schedule Sales Order Ship Date (OF1071) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
10.01 Enter Customer Orders ? Order # 1 Login to Applications
Click on the Connect button User Name = order
Password = welcome A selection of Responsibilities will display.
10.02 Select appropriate responsibility
Order Management Super User Order Management Super User Navigator displays
10.03 (N) Orders, Returns > Sales Orders Sales Orders Form Displays
10.04 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
10.05 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
10.06 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
10.07 In the Order Information tab, click on the Others tab
10.08 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
10.09 Navigate to the Warehouse field and input 201 201 will populate the field
10.10 Enter Sales Order Line information ? Order #1 Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 1
__________________
Availability Box automatically displays if profile option ?OM: AutoSchedule? is set to ?yes?.
10.11 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
10.12 Navigate to the Qty Field and input 1 1 will populate the field.
10.13 Tab to the Request Date Field. Request Date defaults to the current date.
10.14 Calculate ATP ? Order #1 If Availability Box is not already displayed, click on the Availability button at the bottom of the form. Availability Box displays ATP information: Warehouse, Available, On Hand, Reservable, Request Date, Available Date, and Error Message.
10.15 To obtain more detail information regarding ATP, click on the ATP Details button at the bottom of the Availability box. Workbench displays.
10.16 Close the ATP Details form by clicking on the ?X? in the top right corner of the form. Close the Availability Box by clicking on the ?X? in the top right corner of the box.
10.17 Schedule Sales Order Ship Date ? Order # 1 (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
10.18 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
10.19 Override Sales Tax Code Click on the Main tab. Navigate to the Tax Code field and verify Tax Code should have defaulted to ?Location? on the Sales Order Line
10.20 Click on the Pricing Tab. Navigate to the Tax Amount field and verify Tax Amount should have been calculated based upon the tax code for the order address.
10.21 Click on the Main tab. Navigate to the Tax Code field and override Exempt
10.22 Click on the Save icon in the top Tool Bar.
10.23 Click on the Pricing Tab. Navigate to the Tax Amount field and verify Tax Amount should now be $0.00.
10.24 Book Sales Order #1 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
10.25 Click on the OK button In the Order Information Tab, Order status is booked.
10.26 Click on the Line Items tab Sales order line status is Awaiting Shipping.
10.27 Enter Customer Order ? Order #2 Click on the Order Information tab. Click on the New icon in the top Tool Bar (green plus sign). Returned to a cleared Header form
10.28 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
10.29 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
10.30 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
10.31 In the Order Information tab, click on the Others tab.
10.32 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
10.33 Navigate to the Warehouse field and input 201 201 will populate the field
10.34 Turn Auto Schedule off From the Menu Bar, click on Tools and click the check mark off for the Auto Schedule selection. Sales orders will not be automatically scheduled.
10.35 Enter Sales Order Line information Order #2 Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 2
__________________
10.36 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
10.37 Navigate to the Qty Field and input 10 10 will populate the field.
10.38 Tab to the Request Date Field. Request Date defaults to the current date.
10.39 Calculate ATP - Order #2 Click on the Availability button at the bottom of the form. Availability Box displays ATP information: Warehouse, Available, On Hand, Reservable, Request Date, Available Date, Error Message.
10.40 To obtain more detail information regarding ATP, click on the ATP Details button at the bottom of the Availability box. Availability Workbench displays.
10.41 Close the ATP Details form by clicking on the ?X? in the top right corner of the form. Close the Availability Box by clicking on the ?X? in the top right corner of the box.
10.42 Schedule Sales Order Ship Date ? Order # 2 (Auto Schedule turned off) Click the right mouse button while on the ordered line item field on the sales order line. From the menu displayed, select Scheduling, then Schedule.
Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
10.43 Click on the Save icon in the top Tool Bar. Sales order line status is Entered. The following message appears below bottom left portion of Form: ?Transaction Complete?.
10.44 Book Sales Order #2 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
10.45 Click on the OK button In the Order Information Tab, Order status is booked.
10.46 Click on the Line Items tab Sales order line status is Awaiting Shipping.
10.47 Turn Auto Schedule back on From the Menu Bar, go to Tools and click the check mark on for the Auto Schedule selection. Auto schedule orders will be turned back on.
10.48 Close the Sales Orders form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
20 Test Specification - Order Entry and Scheduling
Business Process:
Send Sales Order Acknowledgement (OF1073) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
20.01 Send Sales Order Acknowledgment (N) Reports, Requests > Run Reports Submit a New Request Decision window displays
20.02 Verify that the Single Request radial button is selected. Click the OK button. Order Management Reports form displays
20.03 From the LOV for the Name field, make selection and click on the OK button.
Sales Order Acknowledgement Parameters window displays
20.04 Navigate to the Order Number From field and input. <Sales Order # 1>
The field will populate with the order number that was input.
20.05 If Order # 1 and Order # 2 from above are sequential, then they may be submitted under one report request. Otherwise, these steps will need to be repeated for Order # 2 in a separate report request.
20.06 Navigate to the Order Number To field and input. <Sales Order # 2>
The field will populate with the order number that was input.
20.07 Click on the OK button. Order Management Reports form re-displays
20.08 In the Upon Completion section of the form, click on the Options button Upon Completion window displays
20.09 Click on the OK button
20.10 Click on the Submit button A Decision window will display with your Request ID.
20.11 If both order #s were submitted in one request, click on the No button. If another request needs to be submitted for Order #2, click on the Yes button and repeat steps above. Order Management Super User Navigator displays
20.12 From the Menu Bar, go to View and select Requests Find Requests form displays
20.13 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
20.14 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
20.15 To view the output on-line, click on the View Output button. Report Request ID window displays the output of the report.
20.16 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
Business Process:
Manage Sales Order Holds (OF1076) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
21.01 Define Sales Order Hold Source ? Hold # 1 (N) Orders, Return > Order Organizer Find Orders form displays
21.02 From the Menu Bar, go to Tool and select Create Hold Source Apply Holds form displays
21.03 Click on the Criteria tab
21.04 Navigate to the Hold Name field and input Booking Hold Hold Type and Description display
21.05 Navigate to the first Hold Criteria field and input Customer
21.06 Navigate to the first Criteria Value field and input MBNA Corporation
21.07 Click on the Hold Name tab
21.08 Navigate to the Hold Until Date field and input <Tomorrow?s date> (DD-MMM-YYYY)
21.09 Navigate to the Hold Comments field and input Do not book orders for this customer unless order is approved individually, or hold has expired.
21.10 Verify that a check mark is next to both options for: Hold Future Orders/Lines and Hold Existing Orders/Lines. If a check mark is not in the box, click on the box to turn on this option.
21.11 Click on the Apply Holds button Note displays that Hold Source created successfully.
21.12 Click on the OK button Find Orders form displays
21.13 Define Sales Order Hold Source ? Hold # 2 From the Menu Bar, go to Tool and select Create Hold Source Apply Holds form displays
21.14 Click on the Criteria tab
21.15 Navigate to the Hold Name field and input Shipping Hold Hold Type and Description display
21.16 Navigate to the first Hold Criteria field and input Item
21.17 Navigate to the first Criteria Value field and input AS54444
21.18 Click on the Hold Name tab
21.19 Navigate to the Hold Comments field and input Do not ship orders for this item unless order is approved.
21.20 Verify that a check mark is next to option for: Hold Future Order/Lines.
Uncheck the option for: Hold Existing Orders/Lines.
21.21 Click on the Apply Holds button Note displays that Hold Source created successfully.
21.22 Click on the OK button Find Orders form displays
21.23 Close the Find Orders form and Order Organizer by clicking on the ?X? in the top right corner of the forms. Order Management Super User Navigator displays
21.24 Enter Sales order that should be affected by Hold ? Order # 3 (N) Orders, Returns > Sales Orders Sales Order Form Displays
21.25 Navigate to the Customer Name field and input MBNA Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
21.26 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
21.27 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
21.28 In the Order Information tab, click on the Others tab.
21.29 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
21.30 Navigate to the Warehouse field and input 201 201 will populate the field
21.31 Click on the Lines Items Tab Note displays Hold applied against order based Customer.
21.32 Click on the OK button Sales Order Header should be saved automatically.
Note Sales Order # 3
__________________
21.33 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
21.34 Navigate to the Qty Field and input 1 1 will populate the field.
21.35 Tab to the Request Date Field. Request Date defaults to the current date.
21.36 Click on the Save icon in the top Tool Bar. Note displays Item hold applied against line 1.
21.37 Click on the OK button Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
21.38 Try to book sales order that is on hold Click on the Book Order button Process Messages Form displays.
Error message indicates, ?A hold prevents booking of this order.?
21.39 Click on the Continue button. Click on Order Information tab, Click on the Main tab
Sales order header status is Entered (should not have changed to Booked)
21.40 Enter Sales order that should be affected by Hold ? Order # 4 Click on the New icon in the top Tool Bar (green plus sign). Sales Order form is cleared for new record to be entered.
21.41 Navigate to the Customer Name field and input MBNA Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
21.42 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
21.43 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
21.44 In the Order Information tab, click on the Others tab.
21.45 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
21.46 Navigate to the Warehouse field and input 201 201 will populate the field
21.47 Click on the Lines Items Tab Note displays Hold applied against order based Customer.
21.48 Click on the OK button Sales Order Header should be saved automatically.
Note Sales Order # 4
__________________
21.49 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
21.50 Navigate to the Qty Field and input 1 1 will populate the field.
21.51 Tab to the Request Date Field. Request Date defaults to the current date.
21.52 Click on the Save icon in the top Tool Bar. Note displays Item hold applied against line 1.
21.53 Click on the OK button Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
21.54 Close the Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.55 Track outstanding holds on sales orders (N) Reports, Requests > Run Reports Submit a New Request Decision window displays
21.56 Verify that the Single Request radial button is selected. Click the OK button. Order Management Reports form displays
21.57 From the LOV for the Name field, make selection and click on the OK button.
Outstanding Holds Report Parameters window displays
21.58 Navigate to the Item Display field and input Item and Description
21.59 Navigate to the Mixed Precision field and input 2
21.60 Click on the OK button
21.61 Click on the Submit button A Decision window will display with your Request ID.
21.62 Click on the No button Order Management Super User Navigator displays
21.63 From the Menu Bar, go to View and select Requests Find Requests form displays
21.64 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.65 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.66 To view the output on-line, click on the View Output button. Report Request ID window displays the output of the report.
21.67 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.68 Query for sales orders by name of hold (N) Orders, Return > Order Organizer Find Orders form displays
21.69 Click on the Holds Information tab
21.70 Navigate to the Hold Name Field and input Booking Hold Hold Type and Description default
21.71 Click on the Find button Decision box displays that query could take a long time.
21.72 Click on the Yes button Order Organizer displays Order # 3 and # 4 from above that are on Booking Hold.
21.73 Select the sales order to release from hold Put the cursor on the row for Order # 3 to select the row. Click on the Open Order button Sales Order form displays Order # 3
21.74 Release hold from sales order Click on the Actions button Actions box displays
21.75 Select Release Holds and click on the OK Button Release Holds form displays
21.76 Navigate to the Reason field and select Customer passes approval
21.77 Click on the Release button Note displays that hold was released successfully.
21.78 Click on the OK button Sales Order form re-displays. Sales order status is Entered.
21.79 Click Open Order Button
Click on the Book Order button Note displays that order has been booked.
21.80 Click on the OK button Sales order status is Booked.
21.81 Close the Sales Orders and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.82 Try to Pick release sales order that is on Shipping hold (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
21.83 Navigate to the Based on Rule field and input Standard
21.84 Click on the Order Tab
21.85 Navigate to the Order Number field and input <Sales Order # 3>
21.86 Click on the Concurrent button
Note appears with message ? APP-ONT-250831 Your concurrent request id is <???.>
21.87 Click on the OK button
21.88 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.89 From the Menu Bar, go to View and select Requests Find Requests form displays
21.90 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.91 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.92 Click on the row for the Shipping Exceptions Report. Click on the View Output button. Report Request ID window displays that Pick Selection List Process could not select line for order for picking as it has been placed on a picking activity hold.
(You will resolve this hold in this script. This is why the Pick Selection List Generation processes completed with status of Warning)
21.93 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.94 Release hold from sales order (N) Orders, Returns > Sales Orders Sales Order form displays
21.95 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
21.96 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 3>
21.97 Click on the Find button Order Organizer displays Order # 3
21.98 Click on the Open Order button Sales Order form displays Order # 3
21.99 Click on the Line Items tab
21.100 Click on the Actions button Actions box displays
21.101 Select Release Holds and click on the OK Button Release Holds form displays
21.102 Navigate to the Reason field and select Item may be shipped
21.103 Click on the Release button Note displays that hold was released successfully.
21.104 Click on the OK button Sales Order form re-displays.
21.105 Close the Sales Orders and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.106 Try to Pick release sales order after hold is removed (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
21.107 Navigate to the Based on Rule field and input Standard
21.108 Click on the Order Tab
21.109 Navigate to the Order Number field and input <Input Sales Order # 3>
21.110 Click on the Concurrent button
Note appears with message ? APP-ONT-250831 Your concurrent request id is <????>
21.111 Click on the OK button
21.112 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
21.113 From the Menu Bar, go to View and select Requests Find Requests form displays
21.114 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
21.115 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.116 Click on the row for the Pick Slip Report. Click on the View Output button. Report Request ID window displays the line details that are pick released.
21.117 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.118 View hold sources
(N) Orders, Return > Order Organizer Find Orders form displays
21.119 Click on the Holds Information tab
21.120 Click on the Hold Sources button Release Sources form displays
Both Shipping Hold and Booking Hold should display.
21.121 Click on the Cancel button
21.122 Close Find Order and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
21.123 IMPORTANT NOTE: Wait until the day after the Booking Hold Source was defined to go through the rest of this portion of the test for holds. The Booking Hold Source should automatically expire based upon the date input when it was defined.
21.124 Run request to remove expired hold sources (next day) (N) Reports, Requests > Run Requests Submit a New Request form displays
21.125 Verify that the Single Request radial button is selected. Click the OK button. Submit Request form displays
21.126 From the LOV for the Name field, make selection and click on the OK button.
Release Expired Hold
21.127 Click on the Submit button Caution box displays
21.128 Click on the OK button Requests form displays
21.129 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
21.130 Close the Requests form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
21.131 View hold sources ? Expired hold should no longer display (N) Orders, Return > Order Organizer Find Orders form displays
21.132 Click on the Holds Information tab
21.133 Click on the Hold Sources button Release Sources form displays
Shipping Hold should display.
Booking Hold should not display since the hold source expired and the request was run to remove the expired hold sources.
21.134 Remove Shipping hold source Click on the row for the Shipping Hold
21.135 Navigate to the Reason field and input Item may be Shipped
21.136 Click on the Release button Note displays Hold source released successfully
21.137 Click on the OK button Find Order form displays
21.138 Close Find Order and Order Organizer forms by clicking on the ?X? in the top right corner of the form.
Business Process:
Manage Customer Orders (OF1069) ? Enter Ship Only & Bill Only Sales Orders Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
22.01 Enter Ship Only Sales Order ? Order #5 (N) Orders, Returns > Sales Orders Sales Order Form Displays
22.02 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
22.03 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
22.04 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
22.05 In the Order Information tab, click on the Others tab.
22.06 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
22.07 Navigate to the Warehouse field and input 201 201 will populate the field
22.08 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 5
__________________
22.09 Navigate to the Line Type field and input Ship Only Line Ship Only Line will populate the field
22.10 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
22.11 Navigate to the Qty Field and input 8 8 will populate the field.
22.12 Tab to the Request Date Field. Request Date defaults to the current date.
22.13 Schedule Sales Order Ship Date ? (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
22.14 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
22.15 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
22.16 Click on the OK button In the Order Information Tab, Order status is booked.
22.17 Click on the Line Items tab Sales order line status is Awaiting Shipping.
22.18 Split Sales Order Line Click on the Actions button Actions box displays
22.19 Select Split Line. Click on the OK button. Split line box displays
22.20 Navigate to the Qty field and input 5
22.21 Click on the second row. Navigate to the Qty field and input 3
22.22 Navigate to the Request Date field and input <Current Request Date + 2 weeks> (DD-MMM-YYYY)
22.23 Click on the Split button Line 1.1 displays with quantity 5. Line 1.2 displays with quantity 3 and request date moved out 2 weeks.
22.24 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
22.25 Pick Release Sales Order - Run Pick Release Concurrent Program (N) Shipping > Release Sales Orders > Release Sales Orders Release Sales Orders for Picking form displays
22.26 Navigate to the Based on Rule field and input Standard
22.27 Click on the Order Tab
22.28 Verify/change Orders field All
22.29 Navigate to the Order Number field and input <Sales Order # 5> Order Type and Customer will default
22.30 Navigate to the Scheduled Ship Dates ? To field and input <Tomorrow?s Date> (DD-MMM-YYYY)
22.31 Click on the Shipping Tab
22.32 Verify/change Release Sequence Rules field Sched Date Shipment Priority
22.33 Verify/change Auto Create Delivery field Yes
22.34 Click on the Inventory Tab
22.35 Verify/change Warehouse field 201
22.36 Verify/change Auto Allocate field Yes
22.37 Verify/change Auto Pick Confirm field No
22.38 Verify/change Default Stage Subinventory field STAGE
22.39 Click on the Concurrent button Note displays with concurrent request ID. Concurrent releases in the background for multiple orders, Trips, or deliveries, thus allowing you to run other processes simultaneously.
22.40 Click on the OK button
22.41 Close the Release Sales Orders form by clicking on the ?X? in the top right corner of the form.
22.42 From the Menu Bar, go to View and select Requests Find Requests form displays
22.43 Verify that the All My Requests radial button is selected. Click the Find button. Requests form displays
22.44 Continue to click on the Refresh Data button until the phase of the Request ID is ?Completed?. Request ID Status should be ?Normal?
22.45 Click on the row for the Pick Slip Report. Click on the View Output button. Report Request ID window displays that order was pick released.
Note Move Order:
MO # 5: ___________________
22.46 Close the Report Request ID form by clicking on the ?X? in the top right corner of the form. Order Management Super User Navigator displays
22.47 Switch Responsibility (N) File > Switch Responsibility Inventory
22.48 Pick Confirm Material (N) Move Orders > Transact Move Orders Organizations form displays
22.49 Select Organization 201 Find Move Order Lines (201) form displays
22.50 Click on the Headers tab. Navigate to the Number field and input Move Order # 5
<OR>
Click on the Pick Wave tab, and input Sales Order # 5
22.51 Click on the Find button Transact Move Orders form displays
22.52 Click in the Select box next to the line(s) to transact Check mark will be displayed in the Select box
22.53 Click on the View/Update Allocations button Transact Move Order Line Allocations window will display
22.54 If item is Serial Controlled, click on the Lot/Serial button. Select serial number from the LOV. Serial Entry window displays.
Start & End Serial Number Fields will populate as per selection.
22.55 Click on the Done button. Transact Move Order Line Allocations form re-displays
22.56 Click on the Transact button
.57 Close the Transact Move Order Line Allocations form by clicking on the ?X? in the top right corner of the form.
22.58 Switch Responsibility (N) File > Switch Responsibility Order Management Super User
22.59 Ship Confirm Delivery (N) Shipping > Transactions Organizations form displays
22.60 Select Organization 201 Query Manager displays
22.61 Click on the Lines Tab
22.62 Verify/change Lines Source System equals ?Order Management? and Lines Status equals ?Not Shipped?. Navigate to the Order Number field and input <Sales Order # 5>
22.63 Click on the Find button Shipping Transactions form displays order and lines
22.64 Click on the Lines/LPNs tab, verify Pick Status One row will displayed with Pick Status is ?Staged/Pick Confirmed?. The 3 items on line 1.2 should not have been pick released because the schedule ship date is beyond tomorrow?s date.
22.65 Click on the Delivery tab. Click the Action pull down menu and select the Ship Confirm option then press the Go button. Confirm Delivery form displays.
22.66 In the Ship Options section, click on the Ship All radial button.
22.67 In the Auto-Create Trip Options section, uncheck the Defer Interface check box.
22.68 Click on the OK button Message box displays the number of documents that were submitted. You may also receive a warning ?Freight charge calculation is not required as they are current at this point?.
22.69 Click on the OK button
22.70 Click on the Detail button, verify Delivery Status Delivery Status is ?Closed?
22.71 View Sales Order Lines Status (N) Orders, Returns > Order Organizer Find Orders form displays
22.72 Navigate to the Order Number field and input <Sales Order # 5>
22.73 Click on the Find button
Click on the ?Open? button Order Organizer will bring the search result
22.74 Click on the Lines tab and verify line status Line 1.1 has Status of ?Shipped?. Line 2.1 has Status of ?Awaiting Shipping?.
22.75 View Sales Order Lines Workflow Click on Line 1.1. From the Menu Bar, go to Tools and select Workflow Status Activity Column ?Close ? Line? should display immediately after Activity ?Fulfill?. There should not be an Activity ?Invoice Interface?, since this is a Ship Only line.
22.76 Close the Order Organizer form by clicking on the ?X? in the top right corner of the form.
22.77 Enter Bill Only Sales Order ? Order #6 (N) Orders, Returns > Sales Orders Sales Order Form Displays
22.78 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
22.79 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
22.80 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
22.81 In the Order Information tab, click on the Others tab.
22.82 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
22.83 Navigate to the Warehouse field and input 201 201 will populate the field
22.84 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 6
__________________
22.85 Navigate to the Line Type field and input Bill Only Line Bill Only Line will populate the field
22.86 Navigate to the Ordered Item Field and input AS54444 AS54444will populate the field
22.87 Navigate to the Qty Field and input 1 1 will populate the field.
22.88 Tab to the Request Date Field. Request Date defaults to the current date.
22.89 Schedule Sales Order Ship Date ? (Auto Schedule turned on) Scheduling should occur automatically since profile option ?OM: AutoSchedule? is set to ?yes?. Schedule Ship Date on the sales order line should default to the Available Date from the ATP Calculation.
22.90 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
22.91 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
22.92 Click on the OK button In the Order Information Tab, Order status is booked.
22.93 Click on the Line Items tab Sales order line status is Fulfilled. After the Workflow Background Process is run, the sales order line status will automatically change to Closed.
22.94 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
Business Process:
Manage Customer Orders (OF1069) - Cancel / Change Sales Order Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
23.01 Enter Customer Orders ? Order #7 (N) Orders, Returns > Sales Orders Sales Order Form Displays
23.02 Navigate to the Customer Name field and input First Union Corporation The following fields will be defaulted by the system: Customer, Customer Number, Ship To Location, Bill To Location, Salesperson, and Currency.
23.03 Navigate to the Order Type field and input Standard Sales Order
Standard Price List will populate the Price List field
23.04 Navigate to the Salesperson field and input No Sales Credit No Sales Credit will populate the field
23.05 In the Order Information tab, click on the Others tab.
23.06 Navigate to the Payment Terms field and input 30 Net 30 Net will populate the field
23.07 Navigate to the Warehouse field and input 201 201 will populate the field
23.08 Enter Sales Order Line information Click on the Lines Items Tab Sales Order Header should be saved automatically.
Note Sales Order # 7
__________________
23.09 Navigate to the Ordered Item Field and input AS54888 AS54888 will populate the field
23.10 Navigate to the Qty Field and input 1 1 will populate the field.
23.11 Tab to the Request Date Field. Request Date defaults to the current date.
23.12 Click on the second line to create a new sales order line.
23.13 Navigate to the Ordered Item Field and input AS54444 AS54444 will populate the field
23.14 Navigate to the Qty Field and input 1 1 will populate the field.
23.15 Tab to the Request Date Field. Request Date defaults to the current date.
23.16 Click on the Save icon in the top Tool Bar. Sales order line status is Entered.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.17 Book Sales Order Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
23.18 Click on the OK button In the Order Information Tab, Order status is booked.
23.19 Click on the Line Items tab Sales order line status is Awaiting Shipping.
23.20 Close Sales Orders form by clicking on the ?X? in the top right corner of the form.
23.21 Copy Sales Order ? Order #8 (N) Orders, Return > Order Organizer Find Orders form displays
23.22 Navigate to the Order Number field and input <Sales Order # 7> Order Number field will be populated
23.23 Click on the Find button Order Organizer will bring the search result
23.24 Click the Open Order button Sales Orders window will display Sales Order
23.25 Click on the Actions button
Action window will display
23.26 Make a selection from the drop-down menu. Click on the OK button Copy Copy window will display
23.27 Keep all of the defaults to create a new order. Click on the OK button Process Messages form displays that copy succeeded.
Note Sales Order # 8
__________________
23.28 Click on the Continue button
23.29 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.30 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 8>
23.31 Click on the Find button Order Organizer displays
23.32 Click on the Open Order button Sales Order form displays
23.33 Click on the Order Information tab and confirm that all data matches what was entered for Order # 7 All information in Main and Others tabs should have been copied from Order #7.
23.34 Click on the Others tab. Verify the Order Source and Order Reference fields. Order Source should be ?Copy?. Order Reference should be Order # 7.
23.35 Click on the Line Items tab and confirm that all data matches what was entered for Order # 7
23.36 Click on the Book Order button Note displays that the order has been booked. Book Order button is deactivated.
23.37 Click on the OK button In the Order Information Tab, Order status is booked.
23.38 Click on the Line Items tab Sales order line status is Awaiting Shipping.
23.39 Cancel Sales Order ? Order # 8 Click on the Order Information tab
23.40 Click on the Actions button
Action window will display
23.41 Make a selection from the drop-down menu. Click on the OK button Cancel Cancel Order(s) window will display
23.42 Navigate to the Reason field and input Late and no longer needed
23.43 Click on the OK Button Note displays that Cancellation completed successfully. Please requery to see the changes
23.44 Click on the OK Button
23.45 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.46 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 8>
23.47 Click on the Find button Order Organizer displays. Sales Order status is Cancelled
23.48 Cancel Sales Order Line ? Order # 7, Line 1.1 Click on the Find icon in the top Tool Bar (flashlight) Find Orders form displays
23.49 In the Order Information tab, navigate to the Order Number field and input <Sales Order # 7> Order Number field will be populated
23.50 Click on the Find button Order Organizer will bring the search result
23.51 Click the Open Order button Sales Orders window will display Sales Order
23.52 Click on the Line Items tab
23.53 Click on Line 1.1
23.54 Click on the Actions button
Action window will display
23.55 Make a selection from the drop-down menu. Click on the OK button Cancel Cancel Line(s) window will display
23.56 Navigate to the Reason field and input Discontinued item
23.57 Click on the OK Button Line status is Cancelled
23.58 Change Sales Order ? Add Lines to Order # 7 Click on the New icon in the top Tool Bar (green plus sign). Line .1 is created to add new sales order line to order.
23.59 Navigate to the Ordered Item Field and input SB32982 SB32982 will populate the field
23.60 Navigate to the Qty Field and input 1 1 will populate the field.
23.61 Tab to the Request Date Field. Request Date defaults to the current date.
23.62 Navigate to the Scheduled Date field Current Date + 7 days (DD-MMM-YYYY) Override ATP date
23.63 Click on the Save icon in the top Tool Bar. Note displays that Quantity on hand fails to satisfy reservation.
23.64 Click the OK button Sales order line status is Awaiting Shipping.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.65 Click on the next blank row in the Line Items tab Line .1 is created to add new sales order line to order.
23.66 Navigate to the Ordered Item Field and input SB32982 SB32982 will populate the field
23.67 Navigate to the Qty Field and input 1 1 will populate the field.
23.68 Tab to the Request Date Field. Request Date defaults to the current date.
23.69 Navigate to the Scheduled Date field Current Date + 14 days (DD-MMM-YYYY) Override ATP date
23.70 Click on the Save icon in the top Tool Bar. Note displays that Quantity on hand fails to satisfy reservation.
23.71 Click the OK button Sales order line status is Awaiting Shipping.
The following message appears below bottom left portion of Form: ?Transaction Complete?.
23.72 Mass Change Sales Order Lines Press down the <Control> key. Click on line 2.1 and click on line 3.1. Both line 2.1 and line .31 should be highlighted in blue to indicate that they are multi-selected.
23.73 From the Menu Bar, go to Tools and select Mass Change Line Mass Change form displays
23.74 Click on the Shipping tab
23.75 Navigate to the Shipment Priority field and input High Priority
23.76 Click on the OK button Note displays that Mass Change was completed successfully.
23.77 Click on the OK button Order Organizer form re-displays
23.78 Click on the Open Order button Sales Order form displays
23.79 Click on the Line Items tab
23.80 Click on the Shipping tab
23.81 Navigate to the Shipment Priority field and verify the value for Line 2.1 and Line .1. Shipment Priority for these 2 lines should now be High Priority.
23.82 Close Sales Order and Order Organizer forms by clicking on the ?X? in the top right corner of the forms.
Business Process:
Release Credit Holds on Sales Orders (OF1054) Business Flow:
Order to Shipment
Summary Process:
Order Entry and Scheduling
Event:
Description:
Step # Process Step Description Path and Action Input Data Expected Result Actual Results
24.01 Enter Customer Orders ? Order #9
-
selk.reddy
- Posts: 15
- Joined: Wed Dec 20, 2006 9:30 am
- Location: India
Hi selk reddy,
could u plz send it in word format plz and tables tooooooo
kiran.gsv@gmail.com is my personal id. please do the needful.
could u plz send it in word format plz and tables tooooooo
kiran.gsv@gmail.com is my personal id. please do the needful.
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