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TE.040 SYSTEM TEST SCRIPT iProcurement Enhancements
Author: Creation Date: Last Updated: Document Ref: Version: DRAFT 1A David Kelly
Approvals: <Approver 1> <Approver 2>
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Version Draft 1a
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Name Library Master
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Document Control.......................................................................................2 Overview.....................................................................................................1 IProcurement Test Sequences....................................................................2 Test Specification - 10 - Enter Contract Purchase Agreements...................3 Test Specification - 20 - Create Blanket Purchase Agreements..................4 Test Specification - 30 - Create Quotation from RFQ .................................7 Test Specification - 40 - Enter Requisition Profile ......................................9 Test Specification - 50 - Process Web Requisitions - (Full Cycle) using Local Catalogues.......................................................................................10 Test Specification - 60 - Copying Web Requisitions .................................14 Test Specification - 70 - Enable Information Templates...........................15 Test Specification - 80 - Process Web Requisitions - Special Order Services....................................................................................................17 Test Specification - 90 - Process Web Requisitions - Make changes.........19 Test Specification - 100 - Query Web Requisitions ..................................20 Test Specification - 110 - Process Web Requisitions - Favorites ..............21 Test Specification - 120 - Approve Requisitions.......................................22 Test Specification - 130 - AutoCreate Purchase Orders from Requisitions23 Test Specification - 140 - Approve Standard Purchase Orders.................24 Test Specification - 150 - Process Documents for Approvals....................25 Test Specification - 160 - Web Receiving..................................................26
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Test Specification - 170 - Receipt of Goods Against a Purchase Order.........................................................................27 Test Specification - 180 - AutoInvoice.......................................................29 Test Specification - 190 - Cancel a Requisition.........................................31 Test Specification - 200 - Generate Reports.............................................32 Test Specification - 210 - Purchasing - Period End....................................35 Test Specification - 220 - Load Local Catalogue.......................................37 APPENDIX..................................................................................................38 Appendix A - Data Sheet.....................................................................38 Appendix B - Defect Log.....................................................................43 Appendix C - General Comments..............................................................44 Appendix D - Approval Matrix.............................................................45 Open And Closed Issues For This Deliverable...........................................46 Open Issues.........................................................................................46 Closed Issues.......................................................................................46
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System testing measures the quality of the entire application system, using system test sequences and scripts. You must create scripts for all business processes based on the Mapped Business Requirements (BR.030). You should be able to reuse the test scripts you created during Test Business Solutions (BR.080); however, the focus of business solution testing is confirming individual business processes, while business system testing focuses on confirming the collective application system. For more information, refer to Business Mapping Test Results (BR.080) as a basis for business system test specifications.
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Make Changes Process Web Requisitions .Period End Load Local Catalogue Responsibility Date Time Tester Test Status Defect No.Favorites Approve Requisitions AutoCreate Purchase Orders from Requisitions Approve Standard Purchase Orders Process Documents for Approvals Web Receiving Receipt of Goods Against a Purchase Order Auto invoice Cancel a Requisition Generate Reports Purchasing . Notes TE040 iProcurement Enhancements Page 2 of 50 .Query Web Requisition Process Web Requisitions .Special Order Services Process Web Requisitions .Doc Ref: IProcurement Test Sequences Sequence # 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 190 200 210 220 Description Enter Contract Purchase Agreement Enter Blanket Purchase Agreements Create Quotation from RFQ Enter Requisition Profile Process Web Requisitions (Full Cycle) using Local Catalogues Copying Web Requisitions Enable Information Templates Process Web Requisitions .
10.2 Accept the Incomplete default.6 TE040 iProcurement Enhancements Page 3 of 50 . click Check “Submit for Approval” Click “OK” Workflow User >Worklist Check Notifications Check Notification that PO has been approved. Purchasing Super User Responsibility> Purchase Orders> Purchase Orders Enter Type (choose LOV “Contract Purchase Agreement”) Supplier (LOV) Site (default from Supplier) Ship-To (default from supplier) Bill-To (default from Ship-To) Buyer Name (default from sign-on) Status (reads Incomplete) Amt. PO. (If amounts are higher than approval level allowed. Choose one of your test suppliers As defined in the setup with the Supplier 10. All terms and conditions information is now displayed.4 10.3 10. Creates a contract document for a appropriate terms and effective dates.10 . Agreed (full contract amount) Description (full contract description) Terms (Change as required) Save Purchase Order window appears After you save.Go to the Approve Tab and Status changes to Approved.5 After you save the PO number will auto default. the relevant user must approve.Enter Contract Purchase Agreements Test Step Role Test Objectives Action or Path Expected Results Actual Results Notes Enter a Contract Purchase Agreement System automatically numbers the including the amount agreed upon. the PO number will default. but does not include specific item information.) 10.Doc Ref: Test Specification . specified amount with terms and conditions. Approve .1 Buyer/Credit Clerk 10. Note the PO #_____________.
1 20.3 Go to the Items alternate region Click in number field (default) Select a Type (LOV) Select an Item or Category (LOV) Enter a Description UOM (LOV) Price (enter the contract agreement amount) Go to the Price Reference alternate region Price Type (accept default fixed from LOV) Notice that category.2 Accept the Incomplete default.Create Blanket Purchase Agreements Test Step Role Test Objectives Buyer/Credit Clerk Action or Path Enter a Blanket Purchase Agreement Purchasing Super User Responsibility> Purchase Orders> Purchase Orders Enter Type (choose LOV “Blanket Purchase Agreement”) Supplier (LOV) Site (default from Supplier) Ship-To (default from supplier) Bill-To (default from Ship-To) Buyer Name (default from sign-on) Status (reads Incomplete) Amt. unit of measure and list price are displayed. 20. 20. description. Choose one of your test suppliers As defined in the setup with the Supplier Expected Results Actual Results Notes 20. Create a Blanket PO for a specified value without a delivery schedule. the PO number will default. Agreed (full contract amount) Description (full contract description) Purchase Order window appears After you save.4 Price Type window Appear 20.20 .Doc Ref: Test Specification .5 Go to the Reference Documents alternate region Optional Information TE040 iProcurement Enhancements Page 4 of 50 .
11 Go to the Catalog tab Go to the Currency tab Currency (LOV) Go to the Terms tab Payment (LOV) Freight (LOV) Carrier (LOV) FOB (LOV) Enter Agreement Controls including effective dates Go to the Price Breaks tab Enter price breaks for same organization and ship-to address.7 20. Actual Results Notes 20. Review Information USD default All terms and conditions information is now displayed.10 20. the relevant user must approve. 20.8 Action or Path Go to the More alternate region Go to the Agreement alternate region Save Expected Results Optional Information Optional Information PO.14 Go to the Tools menu option -> The Expiration Notification is entered Notification Control for this Blanket Agreement. Save 20.13 20.15 20. Note the PO #____________________. If amounts. Rev number and Approve button appears. Check Notification that PO has been approved. ranges are higher than approval level allowed.9 20.Doc Ref: Test Step Role 20. 20.12 Price break information is display with % discount.16 TE040 iProcurement Enhancements Page 5 of 50 .6 20. Select Expiration and enter 15 days in the Warning Delay Field Approve Check the approve check box Submit for approval Workflow User >Worklist Check Notifications Approve Document window appears Status of Incomplete changes to Approved Note the PO# _________________.
Yes Write Record .Yes Submit Run the Catalog Data Extract – Classifications request Output Filename = any name Perform Load . 20.Yes Debug Level .19 Verify the request executes successfully.Yes Write Record .18 20.Doc Ref: Test Step Role 20. Submit a new request > Single request Run the Catalog Data extract Items request Output Filename = any name Perform Load .17 Action or Path Expected Results Actual Results Notes Purchasing Super User Concurrent request should complete Responsibility > View > Requests without errors.0 Record Level Commit .Yes Debug Level .0 Record Level Commit .Yes Submit Run the Rebuild Catalog Item Context request Rebuild Policy Views .Yes Submit Verify the request executes successfully 20.20 Verify the request executes successfully TE040 iProcurement Enhancements Page 6 of 50 .
30.3 30.5 30.Doc Ref: Test Specification .Create Quotation from RFQ Test Step Role Test Objectives 30. Go to the Suppliers tab Enter a Supplier USD default All terms and conditions information is now displayed. Expected Results Actual Results Notes 30.4 30. Purchasing Super User Responsibility > RFQs and Quotations > RFQs Enter data for standard RFQ Type (LOV) Ship To (LOV) Due Date Status (choose Active from the LOV) Go to the Items alternate region Click in number field (default) Select a Type (LOV) Select an Item or Category (LOV) Enter a Description UOM (LOV) Target Price Go to the Currency tab Currency (LOV) Go to the Terms tab Payment (LOV) Freight (LOV) Carrier (LOV) FOB (LOV) Enter Agreement Controls including effective dates Go to the Price Breaks tab Enter price breaks for same organization and ship-to address.7 TE040 iProcurement Enhancements Page 7 of 50 .30 .2 30.6 Price break information is display with % discount.1 Administrator Action or Path Create a quotation which can be added to the Unified Catalog within IProcurement.
9 30.9 Save TE040 iProcurement Enhancements Page 8 of 50 .8 Action or Path Save RFQs and Quotations > RFQs .Doc Ref: Test Step Role 30.Tools >Copy Document Action (LOV) Type (LOV) Supplier (click to show default) Save Click on Copy Attachments Click OK Change the quotations status to Active Expected Results Actual Results Notes 30.
Enter Requisition Profile Test Step Role Test Objectives 40.4 TE040 iProcurement Enhancements Page 9 of 50 .2 40.40 .1 40.3 Requester Action or Path Enter preferences and verify that these preferences are carried into the next tests.Doc Ref: Test Specification . Self Service Responsibility > IProcurement > Home Page My Profile Enter Preferences for the following : Delivery Defaults Billing Defaults Preferences Reset Password Apply Changes Ensure preferences are used in requisition test Ensure default billing accounts are defaulted for future tests Expected Results Actual Results Notes 40.
enter a description Press the Go Key In the Search Results area select an item that is indicated on your data profile sheet for locally hosted Catalogues. This implies that this line item will be automatically sourced from the supplier without the need for Buyer intervention. test is to be run several times to ensure that the IProcurement Setups address the clients requirements.3 Requester 50.Enter Items or use a Category In the searching zone.50 . Purchase Order to Web Receipts using refer to test 220 to load a test items from the local catalogues. Welcome Page 50.4 Note that this line item shows the contract number on its display. IProcurement > Home Page Select the Home tab Search for item Find a product . Make sure that you choose the item with the contract number that is indicated on your profile sheet.Doc Ref: Test Specification .2 50. This catalogue.1 50.(Full Cycle) using Local Catalogues Test Step Role Test Objectives Action or Path Expected Results Actual Results Notes Test full cycle from requisition through If there are no local catalogues loaded.Process Web Requisitions . TE040 iProcurement Enhancements Page 10 of 50 .
The progress meter on the top of the screen shows the current stage of the process. Select .Doc Ref: Test Step Role 50. OPTIONAL: You can use Power Checkout to expedite checkout for orders with lines that have different billing and delivery information. You have the ability to enter all information in one place.8 Enter Notes and Attachments Requisition Description: Enter a description for the order OPTIONAL: You can add a note to the order or attach a file(URL or text) to Buyer. TE040 iProcurement Enhancements Page 11 of 50 . line on the requisition Press the Continue button 50. Actual Results Notes Express Checkout remembers your Delivery and Billing information so you can make online purchases quickly and safely without having to manually enter this information each time.Item Press the Add to Cart button Press the Proceed to Checkout OPTIONAL: You can use Express Checkout to skip Delivery & Billing steps.6 Enter Delivery Information Press the Continue button The progress meter on the top of the screen shows the current stage of the process. 50. Express Checkout is setup to use the default information under My Profile.7 Enter Billing Information The progress meter on the top of the screen shows the current stage of the Enter Taxable or Non-Taxable for each process. and Supplier. Expected Results The progress meter on the top of the screen shows the current stage of the process. 50. 50.5 Action or Path Select each item you want to order.8 Review Charge Accounts Press the Continue button The progress meter on the top of the screen shows the current stage of the process. Receiver. Press the Continue button You can default a description of the item by clicking on Automatically Default the Requisition Description.
The progress meter on the top of the screen shows the current stage of the process.10 Review and Submit Requisition Note the requisition number on the data sheet. 50. TE040 iProcurement Enhancements Page 12 of 50 .9 Approvers Action or Path Review Approver List & Enter Justifications Press the Continue button Expected Results To see if approvals are required. Notice detailed information on the requisition.12 If the purchase order is not automatically created. The requisition is automatically approved without the need for reapprovals which leads to faster order fulfillment. The progress meter on the top of the screen shows the current stage of the process. 50. it could be due to the following: no contract exists approvals are still required It may be necessary to review the AutoCreate test and the approvals test before continuing.13 Requester Go to the Home Tab Click on Receive Items in the Purchasing Process Flow on the right corner of the page. refer to the approval data sheet for approvers and linits. Press the Submit Button 50.Doc Ref: Test Step Role 50.11 Review Orders A list of requisitions are displayed under the “Requisitions at a Glance” Click on the View tab next to the parts to see the details of the part. Actual Results Notes 50. as well as a PO number for those requisitions that were automatically processed into POs.
50. Note the receipt numbers on the data sheet.16 TE040 iProcurement Enhancements Page 13 of 50 . Page displays two receipts. The progress meter on the top of the screen shows the current stage of the process.14 Action or Path Select the Receive Items selection Receive Items: My Items to Receive Receipt Quantity (enter ordered quantity as received) NOTE: You can receive more than you ordered. When ordering from different suppliers verify that the receipts are separate Use different amounts to check approvals Enter a non-catalog item requisition ensuring that the currency is not the default currency. Press the Receive button Enter Receipt Information Press the Continue button View the Review Receipt page Press the Submit Button Expected Results Actual Results Notes The system date is defaulted into the receipt date field.15 Do the above test again selecting multiple products from different suppliers.Doc Ref: Test Step Role 50. 50.
Press the Requisition Status tab Click on an existing requisition number to View Requisition Details Click on the View Approval History button.4 60.5 TE040 iProcurement Enhancements Page 14 of 50 .3 60.1 60.Doc Ref: Test Specification .2 Requester Action or Path Ensure that existing requisitions can be copied to the shopping cart. to speed up the creation process. review and return to Requisition Click on View on each line if required Press the Copy to Cart button Press the Express Checkout button Enter Express Checkout information Press the Submit Now button Expected Results Actual Results Notes 60.60 .Copying Web Requisitions Test Step Role Test Objectives 60.
and an information template.Doc Ref: Test Specification . Expected Results Actual Results Notes 70.3 4 5 1 TE040 iProcurement Enhancements Page 15 of 50 . a blanket PO.1 Administrator 70.Enable Information Templates Test Step Role Test Objectives Action or Path Enable the information templates. Run reports and extracts.70 . Add a commodity name and press the OK button Save Category Sets > Select the Organization Find …. Purchasing Super User Responsibility > Setup > Items > Categories > Category Codes Push the New button Use Temp Services category (prefixed Structure Name (in the LOV select PO with your initials) Item Category) Add Category Name and tab to get the pop up window. create a category.PO Item Cat Add in category that has been created in above step N > Purchase order> purchase order Create blanket for category created above 1 2 N > Setup > Information template B Find … Find Existing Information Templates Create a blanket order Refer to test 20 for detailed instructions.2 70. Purchasing PO .
Classifications Output Filename = any name Perform load = Yes Debug level = 0 Record level commit = No Write Record = Yes Submit 2 Catalog Data extract .Intermedia Index Submit Verify that request executes successfully Verify that request executes successfully Verify that request executes successfully TE040 iProcurement Enhancements Page 16 of 50 .Yes Debug . 1 Run following reports : Catalog Data extract .Yes Write .Yes Submit 3 Rebuild Catalog Item .0 Commit .Doc Ref: Test Step Role 3 Action or Path Template : XX Temp Services Sequence : 1 Attribute Name : Start Date Attribute Description : Start Date Default Values List of Values LOV Mandatory : Yes Enabled : Yes Add other lines for Building Location and Floor Contact Name In Purchasing Super User Responsibility Expected Results Create template called temp services with you initials prefix Write name down on Data Profile Sheet Actual Results Notes N > View > Requests Concurrent request should complete Submit a new request > Single request without errors.Items Output Filename = any name Perform Load .
1 80.7 80.5 80.4 80. IProcurement > Home Page Press the Home tab Find a Product or Browse Catalogues Enter Item = Temp Services Press the GO button Select the service Press the Add to Cart button Since this item has an Information Template tied to it.3 80.2 80. Welcome Page Expected Results Actual Results Notes 80.8 80.6 80.80 . the “Special Item Information” screen will appear. Enter the following information: Start Date Bldg Location & Floor Contact Name Press the Done button Return to shopping by pressing the Shop button Press the Non Catalogue Request tab Press the Service billed by quantity selection Returned to search screen Non Catalogue Item order screen is returned Use the item you created in the previous exercise (Information Template).Special Order .9 TE040 iProcurement Enhancements Page 17 of 50 .Doc Ref: Test Specification .Services Test Step Role Test Objectives Requester Action or Path Test the use of information templates.Process Web Requisitions .
11 80.10 Action or Path Enter the following information: Category = Misc Item Description Unit of Measure Quantity Currency Rate per Unit Supplier Press the Add to Cart button Press the Proceed to checkout button Refer to test 50 to continue process Expected Results Required fields are identified by * Actual Results Notes 80.13 Shopping cart page is displayed TE040 iProcurement Enhancements Page 18 of 50 .Doc Ref: Test Step Role 80.12 80.
Refer to test 50 to continue process Welcome Page Refer to test 50 and training manual for detailed instructions. Expected Results Actual Results Notes 90.2 90.11 90.4 90.3 90.1 90.6 90.12 90.10 90.14 TE040 iProcurement Enhancements Page 19 of 50 .5 90.9 90.8 90.90 . Save the Cart Reload the cart and add items.Process Web Requisitions .7 90.Doc Ref: Test Specification .Make changes Test Step Role Test Objectives Requester Action or Path Test making changes to requisitions IProcurement Home Page Home Copy a line Delete a line Change Need by Date Change charge account Change Amount Change multiple lines Change Ship to Location (check purchase order) Change Bill to Location (check purchase order) Edit Requisition by charging one line to multiple charge accounts Add general description and notes to the buyer Create one shopping carts.13 90.
3 100.Query Web Requisitions Test Step Role Test Objectives 100.1 Requester Action or Path Search for requisitions using multiple search criteria.4 View changes if appropriate TE040 iProcurement Enhancements Page 20 of 50 .Doc Ref: Test Specification . IProcurement Requisition Status Tab Requisitions Change View from Last 10 View changes if appropriate Requisitions to All My Requisitions Press the Go button Select Creation Date Press the Descending option Press the Go button Change Sort By Creation Date to Requisition Number Press the Go button Click on Ascending option Press the Go button Amend Sort By Creation Date to Status Press the Go button View changes if appropriate Expected Results Actual Results Notes 100.100 .2 100.
5 110. deleting and using items from your favorite list.9 110.8 110. Note: This will not work with exchange items Expected Results Actual Results Notes 110.Favorites Test Step Role Test Objectives 110.4 110.Process Web Requisitions .2 Action or Path Test the Favorites Functionality.Doc Ref: Test Specification .1 0 110.3 110.7 110.6 110.110 . IProcurement Home Page Home Welcome Page Test adding.1 1 Pick 2 Items from Catalog Press the Save to my List button after each selection Press the Home button Browse Lists Press the My Favorite List button Select Item Press the Delete button Select Item Press the Add to Cart button Refer to test 50 to continue process TE040 iProcurement Enhancements Page 21 of 50 .1 Requester 110.
5 TE040 iProcurement Enhancements Page 22 of 50 .120 .4 Welcome Page 120. Action or Path Verify the approvals are set up correctly IProcurement Home Page Select the To Do List option Click on Requisition Number Forward Enter a note Print Box Approve Check Print Box Expected Results Actual Results Notes Test Objectives 120.3 120.Approve Requisitions Test Step Role 1.Doc Ref: Test Specification .2 120.1 Manager 120.
Press the Create button Press the Shipments button Enter details of multiple shipments Note the Purchase Order number. 130. it will be necessary to AutoCreate Purchase Orders from Requisitions.Doc Ref: Test Specification .3 Press the Automatic button or Press the Manual button Complete the required information and make changes as required If the supplier has not been sourced enter supplier details. 130. create a requisition that does not link to a contract.4 130.5 130.130 .1 Buyer/Credit Clerk If there is an existing contract or Blanket Order.AutoCreate Purchase Orders from Requisitions Test Step Role 1.6 130. Refer to Data Profile for requisitions without Purchase Order numbers. Action or Path Test AutoCreate of Pos from requisitions.7 Save TE040 iProcurement Enhancements Page 23 of 50 . Purchasing Super User Responsibility >AutoCreate Expected Results Actual Results Notes Test Objectives 130. If you do not have one. or automatic processes are not running.2 Press the Find button Mark requisitions needing POs 130.
Doc Ref: Test Specification . 7 Press the Approve button Mark the approve box TE040 iProcurement Enhancements Page 24 of 50 . Note Status is change to Approve and Closed. Status change to Approve and closed Choose the correct purchase orders to approve 4 Buyer/Credit Clerk Purchasing Super User Responsibility > purchase orders > purchase orders : Query > find all Make changes as required 6 If fields that are required are populated enter details: Supplier details Buyer Price changes Approve document window appears. Note window with successfully message of appear.Approve Standard Purchase Orders Test Step Role 1.140 . Action or Path Approve Purchase Orders From the WEB From the Core Apps Home Page Notifications (approve requisitions??) Press the Approve button Expected Results Actual Results Notes Test Objectives Buyer/Credit Clerk 1 2 3 Choose the correct purchase orders to approve Approve document window appears.
2 150.Doc Ref: Test Specification .150 . Enter a requisition with an amount that Refer to Approval Matrix in Appendix D needs approval from the highest level.4 Buyer/Credit Clerk TE040 iProcurement Enhancements Page 25 of 50 . Forward the requisition to others for their comments Ask the team to log in as the required approvers and approve and respond to the notification Do the same for the Purchase Orders Expected Results Actual Results Notes 150.1 Requester 150.3 150. Note parts of this test may have been done in the testing requisitions to receipts tests.Process Documents for Approvals Test Step Role Test Objectives Action or Path Using the Approval Matrix verify requisitions and purchase orders approve correctly.
Submit Receipt Receive Items Check the receipt is no longer available for receiving. 160.Web Receiving Test Step Role Action or Path Expected Results Actual Results Notes Test Test receiving to a PO that has not been Objectives approved. TE040 iProcurement Enhancements Page 26 of 50 .1 Requester Self Service Responsibility > IProcurement > Home Page Press the Receive Items button 160.160 .4 Receipt number generated Only lines that have not been received are displayed.2 Receive Items Enter a receipt against one of the requisitions which was processed in the Web where requisition testing section and has not yet been received.Doc Ref: Test Specification .3 160. 160. Requisitions to receive against are displayed.
Note the Receiver Name and Number at Header level.Doc Ref: Test Specification .170 .2 170. Enter the quantity received Enter other required information Save View Receiving History Find the Purchase Order you want to review. Receipt is entered and processed.5 170. Purchasing Super User Responsibility > Receiving -> Receipts Enter PO Number Press the Find button Press the Header button Check New Receipt Packing Slip (delivery note) Receipt Date Press the Lines button Check in the box to the left of the line you wish to receive.4 170.Receipt of Goods Against a Purchase Order Test Step Role Test Objectives Action or Path Most of the purchase orders will have been received in test 50 and 160.6 170.1 Buyer/Credit Clerk 170. Receipts -> Receiving Transaction You should see all the Receipts that Press the Find button have been created against the Enter PO Number Purchase Order View Expected Receipts More details may be recorded if desired.9 TE040 iProcurement Enhancements Page 27 of 50 .7 170. If you have any outstanding quantities receive them here or create a new requisition and purchase order. Note the Receipt Number on the Data Profile sheet Receipt header window is displayed Expected Results Actual Results Notes 170.8 170.3 170.
View the Expected Receipts.Doc Ref: Test Step Role 170.1 1 All the Expected Receipts within your specified date range should be listed. TE040 iProcurement Enhancements Page 28 of 50 . Expected Results Actual Results Notes 170.1 0 Action or Path Receipts > Receipts Press the Date Ranges button Press the Find button Review the Order Information Enter a date range for Promise dates.
180.Doc Ref: Test Specification .4 180. Receiving > Receipts Run the Pay on Receipt AutoInvoice program Reports > Run > Pay on Receipt Auto Invoice Verify PO status Reports > Run > Purchase Order Detail Report Report of invoices created. Totals per supplier correspond to control totals calculated in previous step.180 .5 PO is fully received. Reports > Run > Purchase Order Detail Report Fully receive one of the partially received POs from step 1. Purchasing Super User Responsibility > Purchase Orders > Purchase Order Summary Query all purchase orders entered in the Use control totals to verify next step. Note all POs fully and partially received.AutoInvoice Test Step Role Test Objectives 180. Use the following reports to assist you Reports > Run > Purchase Order Detail Report Run the Pay on Receipt AutoInvoice program Reports > Run > Pay on Receipt Auto Invoice Verify PO status for POs that where fully received. 180. Expected Results Actual Results Notes 180.1 Buyer/Credit Clerk 180. PO status is closed. Calculate expected totals per supplier. PO status is closed.6 Verify invoice created has the value including the additional items received. test.2 Action or Path Verify invoicing process suits business needs.3 180.7 TE040 iProcurement Enhancements Page 29 of 50 .
9 TE040 iProcurement Enhancements Page 30 of 50 . Actual Results Notes 180.8 Action or Path Enter a return for previously received items Receipts > Return Run the Pay on Receipt AutoInvoice program Reports > Run > Pay on Receipt AutoInvoice Expected Results Verify the received quantity is lowered by the return quantity Verify the Credit Note created includes the value of the returned items.Doc Ref: Test Step Role 180.
Self Service > IProcurement > Requisition Status Mark Requisition Press the Cancel button Do You want to cancel .190 .1 Requester 190.Doc Ref: Test Specification . Selecr Cancel Requisition in the action Note status changed to Canceled.6 Buyer/Credit Clerk 190.Yes Review Status Cancel a Requisition Using Core Apps Purchasing Super User > Responsibility > Requisition > Requisition summary Press the Query>Find button Enter the following information: Requisition Number Press the Find button Press the Tools >control button The Caution window will appear. window Optional : Enter a reason in the Reason window This is not recommended Expected Results Actual Results Notes 190.2 190.4 190.8 TE040 iProcurement Enhancements Page 31 of 50 .3 190.Cancel a Requisition Test Step Role Test Objectives 190.5 190.7 Action or Path Cancel a requisition no longer required.
Doc Ref: Test Specification .1 Buyer/Credit Clerk 200.4 Report : request ID window appear TE040 iProcurement Enhancements Page 32 of 50 . The standard implementation does not cover any customization of any reports.2 Purchasing Super User Responsibility > Reports>Run Select Single Request Select the report from the LOV Select Parameters Change Printing Parameters as required Press the Submit button 200.3 If you choose to run a scheduled daily report go to Run Options and choose the following: · Interval (fill in necessary information) · Days Submission History will display · From defaults Press the Submit button To view a report : View > Requests Select View My Request Status is displayed Submit Request window appear Expected Results Actual Results Notes 200.Generate Reports Test Step Role Test Objectives Action or Path Review the following reports in the manuals or print them to ensure that the reports address the companies requirements.200 . Review the groupings and access. 200.
6 Requisitioner Buyer/Credit Clerk 200.7 Buyer/Credit Clerk TE040 iProcurement Enhancements Page 33 of 50 .Doc Ref: Test Step Role 200.5 Buyer/Credit Clerk Action or Path Suppliers reports: Suppliers Report Suppliers Audit Report New Supplier/New Supplier Site Listing Vendors on Hold Report Vendors Volume Analysis Report Vendor Purchase Summary Report Invoice Price Variance by Vendor Report Requisition Reports : Requisition Activity Register Purchase Requisition Status Report Buyer’s Requisition Action Required Report Printed Requisitions Report Rescheduled Requisitions Canceled Requisition Report Requisition Import Requisition Import Exceptions Report Requisition Distribution Detail Report Purchase Order Reports : Purchase Order Detail Report Printed Change Orders Report Printed Purchase Order Report Blanket and Planned PO Status Report Contract Status Report Purchase Agreement Audit Report Purchase Order and Releases Detail Report Purchase Order Commitment By Period Report Purchasing Activity Register Purchase Order Distribution Detail Report Purchase Summary Report by Category Canceled Purchase Orders Report Standard Notes Listing Expected Results Actual Results Notes 200.
Doc Ref: Test Step Role 200.8 Buyer/Credit Clerk Action or Path Goods Received Reports : Expected Receipt Report Unordered Receipts Report Substitute Receipts Report Receiving Transactions Register Receiving Exceptions Report Receiving Account Distributions Report Overshipments Report Uninvoiced Receipts Report Receipt Adjustments Report Quality Code Listing Receipt Traveler Expected Results Actual Results Notes TE040 iProcurement Enhancements Page 34 of 50 .
Verify all goods received are entered into Oracle Purchasing or Web Receiving.7 210. Analyze your Uninvoiced NonInventory receipts before you accrue these receipts.Purchasing .4 Uninvoiced Receipts Report 210. Make sure that the : Payables Period is closed Reports >Run Run the following reports either as a set or as a single request.2 Buyer/Credit Clerk 210.1 0 Accrual Rebuild Reconciliation Report Accrual Reconciliation Report Accrual Rebuild Reconciliation Accrual write-off Report Purchase Price Variance Report Receiving Value by Destination Account Report TE040 iProcurement Enhancements Page 35 of 50 .3 210.5 210. Select Month End reports.8 210. The other systems and processes of the company must be considered when doing this test.Period End Test Step Role Test Objectives Action or Path Verify that the processes defined for the period end address the companies requirements.6 210. Purchase Order detail report Check status of orders with suppliers.210 .1 Payables 210. Analyze and write-off discrepancies.Doc Ref: Test Specification . Analyze the balance of the receiving accrual accounts Report Analyze the balance of the receiving accrual accounts Help you by providing supporting detail for you write-off journal entries Review your received items by PO destination and distribution account Expected Results Actual Results Notes 210.9 210.
closed Setup -> Financials -> Accounting -> Control Purchasing Periods Open Next GL Period Next month will be available for Change period status for next month Receipt to open Setup -> Financials -> Accounting -> Control Purchasing Periods Open the Next Purchasing period 210.1 Buyer/Credit 2 Clerk Action or Path Receiving Account Distributions Expected Results Report Review your accounting distributions for your receiving transactions Actual Results Notes Close Purchasing Current Period Period will not be available for further Change period status for month to document entry in Oracle Purchasing. closed Setup -> Financials -> Accounting -> Control Purchasing Periods Close GL Current Period Period will not be available for further Change period status for month to Receiving in GL Period.1 1 210.Doc Ref: Test Step Role 210.1 3 210.1 5 TE040 iProcurement Enhancements Page 36 of 50 .1 4 210.
Load Local Catalogue Test Step Role Action or Path Expected Results Actual Results Notes Test Load local catalogues.1 Administrator . Objectives 220.3 220.txt” and select Press the Start Load Now button Check the View Bulk Load Status to verify the job has completed Return to IProcurement and search for item(s) from load file 220.220 .2 Browse for File “xxxxxxxxx.Doc Ref: Test Specification .Click on Bulk Load Items & Price Lists eContent Manager 220.4 TE040 iProcurement Enhancements Page 37 of 50 .
Doc Ref: APPENDIX Appendix A .Data Sheet Test Control Number : _________________ Business Object Initial Login Employee Details Buyer User Named Employee Supplier 1 Tester___________________________ Business Object Name Password Last Name First Name Name Password Name Password Number Name Site 1 Site 2 Site 3 EDI Number Number Name Site EDI Number Number Name Site EDI Number User ________________ Data / Condition TESTER1 TESTER 15791 Supplier 2 15791 Supplier 3 15791 TE040 iProcurement Enhancements Page 38 of 50 .
Doc Ref: Business Object Contract 1 Business Object Number Supplier Amount Number Supplier Item/Category Number Supplier Item/Category Number Data Condition Blanket Order Number 1 Blanket Order Number 2 Internal Catalogue Item 1 Internal Catalogue Item 2 Number Internal Catalogue Item 3 Number Miraculum Exchange Item 1 Number Supplier Miraculum Exchange Item 2 Number Supplier TE040 iProcurement Enhancements Page 39 of 50 .
Doc Ref: Business Object Requisition 1 Business Object Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Data Condition Requisition 2 Requisition 3 Requisition 4 TE040 iProcurement Enhancements Page 40 of 50 .
Doc Ref: Business Object Requisition 5 Business Object Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Data Condition Requisition 6 Requisition 7 Requisition 8 TE040 iProcurement Enhancements Page 41 of 50 .
Doc Ref: Business Object Information Template Name Business Object Data Condition TE040 iProcurement Enhancements Page 42 of 50 .
IN PROCESS) TE040 iProcurement Enhancements Page 43 of 50 .Defect Log DEFECT ID NUMBER TEST STEP TEST NAME REFERENCE DEFECT DESCRIPTION RESOLUTION RE-TEST BY RE-TEST DATE STATUS (OPEN. CLOSED.Doc Ref: Appendix B .
Doc Ref: Appendix C .General Comments Test Control Number : _________________ Controller____________________ Date Comments By Whom Contact Number TE040 iProcurement Enhancements Page 44 of 50 .
Doc Ref: Appendix D .Approval Matrix TE040 iProcurement Enhancements Page 45 of 50 .
Doc Ref: Open And Closed Issues For This Deliverable Open Issues ID Issue Resolution Responsibility Target Date Impact Date Closed Issues ID Issue Resolution Responsibility Target Date Impact Date TE040 iProcurement Enhancements Page 46 of 50 .
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