Oxbow

Oracle Report Manager Test Document

Purpose of Test
The purpose of the Oracle Report Manager Test Document is to use Oracle Report Manager (ORM) functionality to generate and Financial Statement Generator (FSG) reports in multiple formats.

Test History
Date Tester Pass/Fail Notes

Time to Test
Estimated Time Actual Time

Test Setup
1. 2.

Required Prerequisite Test Setup User is required to have access to the Oxbow CRP2 instance, including a User Name and Password. User is expected to have general knowledge of Oxbow business processes and specific understanding of Oxbow specific General Ledger and Accounting functions.
Financial data must be present in General Ledger to fully utilize Report Manager functionality. At least one (1) FSG report must be defined in General Ledger.

3. 4.

Last changed on:7/10/2009

05:08:00 PM

Page 1

Navigate to the Oracle CRP2 instance. Action Open web browser. Pass Fail Page 2 Last changed on:7/10/2009 05:08:00 PM . 2.Oracle Report Manager Test Document Oxbow Test Procedure Step 1. Click the Reports: Financial Report Template Editor link. Click the OXBOW CARBON USD GL SUPER USER link. FSG Templates page appears. Input User Name & Password Expected Results Oracle home page appears. Click the Login button. Enter User Name and Password.

Leave the Template Selection at Create New. click on Yes to allow interaction. 6. Action Oracle Report Manager Test Document Input Expected Results Search & Select form appears. 7. Document Service window appears. Report Name field is populated Pass Fail Click the magnifying glass next to the Report Name field. Open the pull-down list next to the Editor field. Click on the Quick Select icon next to the report titled ‘INCOME STATEMENT BY LOB’. 5. Click on Create. Last changed on:7/10/2009 05:08:00 PM Page 3 . If an Active X control prompt appears.Oxbow Step 3. 8. Excel opens with default template. 4. and select Excel Template Editor.

Excel closes. Click the checkbox next to Overwrite Existing Template. 13. borders and shading. Click the checkbox next to Enable Drill.Oracle Report Manager Test Document Step 9. Page 4 Last changed on:7/10/2009 05:08:00 PM . and select Upload. 14. etc. row height. Click Close to confirm upload. It is not necessary to save the file. 15. column width. 12. The Upload Parameters window appears. Confirmation window appears. click on the Oracle menu in Excel. 10. Click on Upload. WARNING: Do not modify template objects that are tagged with an ampersand (&). Close Excel. Confirmation window closes. Action Change template formatting as desired—number format. Input Expected Results Oxbow Pass Fail 11. Once template modifications have been completed. Doing so will potentially create errors when the report is run.

Oxbow Oracle Report Manager Test Document Step 16. Input Expected Results Submission Parameters page appears. and click the Reports: Financial Reports Submission link. Search and Select window appears. Pass Fail 17. 19. Report Name field is populated. 18. Click the magnifying glass next to the Report Name field. Action Toggle back to the Oracle home page. Click the magnifying glass next to the Period field. Click on the Quick Select icon next to the report titled ‘INCOME STATEMENT BY LOB’. Last changed on:7/10/2009 05:08:00 PM Page 5 . Search and Select window appears.

21. Publishing Parameters page appears. Step 24. If asked to overwrite an existing report. Last changed on:7/10/2009 05:08:00 PM . Page 6 Review page appears.Oracle Report Manager Test Document Step 20. Accept all defaults and click Next. 22. Action Input Expected Results Pass Fail Accept presentation defaults and click Next. Action Click on the Quick Select icon next to the desired reporting period. 23. Storage Location page appears. Input Expected Results Oxbow Pass Fail Period field is populated. click Yes. Click Next. Presentatio n page appears.

Last changed on:7/10/2009 05:08:00 PM Page 7 . View Report Now link appears. and close Excel. 32. Click on the pull-down box next to Output Type and select Excel. Blank Oracle page appears. Requests page appears. 27. Step 29. Oracle Report Manager Test Document Input Expected Results Pass Fail Confirmation page appears. 30. Excel opens with report output. Review the report. 28. Click Refresh until both components of the report— Financial Statement Generator. Click on Monitor Requests. It is not necessary to save the report. click on Yes to allow interaction. Phase = Completed. Click on Go. 31. Oracle page appears. Click on the Output icon for the Publish and Presentation component. Action Click Submit. If an Active X control prompt appears.Oxbow Step 25. 26. Action Input Expected Results Pass Fail Click on the View Report Now link. Publish and Presentation Program —are complete.

Adobe pdf version of the report appears. Review the report. Additional Validation Page 8 Last changed on:7/10/2009 05:08:00 PM . Select HTML and click on Go.Oracle Report Manager Test Document Step 33. 34. Click on Go. 35. Returns to Oracle home page. Action Input Expected Results Oxbow Pass Fail Click on the pull-down box next to Output Type and select PDF. and click on the Home link in the upper right corner of the page. Review the report. and click on the pull-down box next to Output Type. HTML version of the report appears.

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