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Description
UC-07 - Create Offer Header
Purchasing --> Offers --> Offers
1. Populate all required fields as user decides2. Update/confirm the following critical scenario based fields are set as
listed: Purchase Type: New Own Type Group: RKBBLS
Supplier : 1375825-1741504
1.User clicks the ‘Models’ tab
2.To create a new model, the user clicks ‘New Record’ icon under the table of records and populates the following
fields: a. Populate all required fields as user decidesa. Model, b. CMS Model Groupc. Own Typed. Infleet Year, e.
Carry Over to Next Year, e. Holding Period
f. Holding Period (UOM), g. Vehicle Type: SERVICE
3.User
1. Userclicks
savesthe
the‘Options’
record4.Add
tab one more model and save it.
2.User reviews the information on the screen and confirms there are at least one or more options auto added
(assuming model added to offer had options associated at model setup)
From the options tab, user select each entry and updates as needed the:
a. Catalog Price (Price)
b. Offer Price = Catalog Price; this field is editable for the user.
c. Discount = default to 0; this field is editable for the user.
d. Discount (UOM) = CURR; this field is editable for the user.

UC-07-04 - Retrieve Offer Master Data

Purchasing --> Offers --> Offers
1.User selects the record and clicks the ‘Master Data’ tab
2.User reviews the information on the screen
3. User clicks Models tab and for each entry on models tab:
a. User selects entry
b. Check retrieve master data box
c. Submit/save the entry
4. User confirms the Master Data tab was updated
UC-07-04 - Review and Update Offer Master data
Purchasing --> Offers --> Offers
1. User selects the record and clicks the ‘Master Data’ tab
2. User selects a record to edit
3. User edits Cost Value and Cost Value (UOM) as desired

UC-07-02 - Enter/Update OEM Offer data

Purchasing --> Offers --> Offers
ENTER:
1. User selects the offer
2. User clicks the ‘Input’ tab
3. To add a record, the user clicks ‘New Record’ icon under the table of records and populates the following fields:
a.Offer - Line, b. Volume Required, c. Min Hold Period, d. Max Hold Period, e. Holding Period (UOM)
4. User can provide optionally information
5.User can review the following based on selection of Offer – Line
a. Model, b. Model Description, c. Own Type, d. Normalized Holding Period, e. Hold Period (UOM)
6. User saves the record

UPDATE:
1.User selects offer and clicks the ‘Input’ tab
2.User selects input
3.User edits information as needed
4.User saves the record
UC-07-05 - Add/Update Ranges for Offer -
Purchasing --> Offers --> Offers
ADD:
1. User selects record and clicks ‘Ranges’ tab
2. To add a new range, the user clicks ‘New Record’ icon under the table of records and populates the following
fields:
a. Offer - Line, b.Category, c.Start, d.Range (UOM), e.Value Per, f. Value, g.Value (UOM)
3 User can provide optional information in the fields:
4. User saves the record

UPDATE:
1. User selects offer and clicks the ‘Ranges’ tab
2. User selects range
3. User edits information as needed
4. User saves the record
UC-07-06 - Review Output Offer Data
Purchasing --> Offers --> OfferUser selects record and clicks Review Output tab and review it.
UC-07 - Update Status to "Ready for Review"
Purchasing --> Offers --> Offers
1. User selects an Offer
2. User selects "Ready for Review" status in the Status field.
3. User saves the record
UC-07 - Update Status to "Committed"
Purchasing --> Offers --> Offers
1. User selects an Offer
2. User selects "Committed" status in the Status field.
3. User saves the record

UC-07 - Update Status to "Ready for Approval"

Purchasing --> Offers --> Offers
User Should have appropriate credentials. - Hertz Power User Group
1. User selects an Offer
2. User selects "Approved" status in the Status field.
3. User saves the record

UC-07 - Update Status to "Approved"

Purchasing --> Offers --> Offers
User Should have appropriate credentials. - Hertz Power User Group
1. User selects an Offer
2. User selects "Approved" status in the Status field.
3. User saves the record

UC-07 - Generate Contract

Purchasing --> Offers --> Offers

User Should have appropriate credentials. - Hertz Power User Group
1. User selects an Offer
2. User selects "Generate Contract" status in the Status field.
3. User saves the record
UC-01 - Contract Header Offers

1. User navigates to Purchasing --> Contracts --> Purchasing Contracts

2. User opens Contract that was generated in last step
UC-01-01 - Retrieve Model

From newly created contract:

1. User clicks the ‘Models’ tab
2. User reviews and updates information within line items as needed, adding, removing as needed 3. check the
'Generate Color List' check ox and submit
UC-01-02 - Retrieve Terms

From newly created contract:

1. User clicks the ‘Terms’ tab
2. User reviews and updates information within line items as needed, adding, removing as needed

NOTE - Should there be terms already here or is it always manual?

From newly created contract:

1. User clicks the ‘Terms’ tab
2. User clicks ‘New Record’ icon under the table of records and populates the following fields for the basic minimum
required fields per test data:
a. Contract – Line – user selects ‘0’ (All Models)
b. Term – selects from list of Terms
c. Depending on the type of the term, the user enters information in one the fields:
i. Term Value Numeric and Term Value UOM
ii. Term Value Look-up
iii. Term Value Date
iv. Clause Text
d. Term Start Date – defaults to contract Start Date. User edit as needed.
3. User submits the new entry
UC-01-04 - Retrieve Ranges

From newly created contract:

1. User clicks the ‘Ranges’ tab
2. User reviews and updates information within line items as needed, adding, removing as needed

UC-01-02 - Review and Update Terms

From newly created contract:

1. User clicks the ‘Terms’ tab
2. User reviews and updates information within line items as needed, adding, removing as needed

NOTE - Should there be terms already here or is it always manual?

UC-01-05 - Add/Update Production Schedules

From newly created contract:

1. User clicks the ‘Production Schedule’ tab
2. User reviews and updates entries and needed
3. User submits the updated entry

1. User clicks Ranges tab

2. User clicks new record icon
3. User populates the following fields for the basic minimum required fields per test data:
a. Contract – Line – user selects ‘0’
b. Production Start Date – start date of the schedule
c. Production End Date – end date of the schedule
d. Production Qty – number of vehicles produced for the production period
4. User saves the record
UC-01-03 - Add/Update Delivery Schedules

From newly created contract:

1. User clicks the ‘Delivery Schedule’ tab
2. User reviews and updates entries and needed
3. User submits the updated entry

1. User clicks Ranges tab

2. User clicks new record icon
3. User continues and populates the following fields for the basic minimum required fields per test data:
a. Contract – Line
b. Delivery Start Date
c. Delivery End Date
d. Schedule Type
e. OEM Delivery Qty.
4. User saves the record

UC-01-06 - Add/Update locations

From newly created contract:

1. User clicks the ‘Locations’ tab
2. User populates the following fields for the basic minimum required fields per test data:
a. Contract – Line – user selects value
b. Location – user selects a value from the location list
3. User submits the new entry
UC-01 - Add Documents/Comments

1. User clicks Documents tab and uploads or links documents as needed

2. User clicks Comments tab and adds comments as needed
UC-01-07 - Add/Update Model Colors

From newly created contract:

1. User clicks the ‘Model Colors’ tab
2. User populates the following fields for the basic minimum required fields per test data:
a. Contract – Line – user selects a value from the list of models
b. Model Color – user picks a value from the colors list for the selected model
c. Volume OR % Breakdown - user defines the volume needed for that color combination or enters the Exterior color
% Interior color%3. User submits the new entry
4. Repeat as needed,
UC-01 - Update Status to Pre-Executed

1. User clicks Record view tab

2. User updates status and saves
UC-01 - Update Status to Accounting Approved
If NO
1. User clicks Record tab
2. User updates status and saves
Note - Can NOT be same user as creator
UC-01 - Update Status to 'Suspended'

1. User clicks Record tab

2. User updates status and saves
Expected Result

User should be able to create Offer Header

User should be able to Add/Update a model to the Offer

User should be able to review or update offer model options

User should be able to Enter price for the model and options

User should be able to retrives and view the offer master data

User should be able to review and update offer master data

User should be able to Enter or Update Offer data.

User should be able to Add or Update Ranges data. Be sure to create at least one or more

User should be able to Review Output Offer Data

User should be able to update the offer status and save the record.

User should be able to update the offer status and save the record.

User should be able to update the status.

User should able to update the status with 'Approved'

Once offer status is changed to 'Generate Contract' system will generate puchase contract.

User is able to select the Contract which was generated from Offer.

User should able to retrieve model

User should able to retrieve terms

User should able to retrieve ranges

User should able to review and update terms

User should able to add/update production schedules

User should able to add/update delivery schedules

User should able to Add/Update locations

User should able to add documents/comments

User should able to add/update model colors

User should update status to Pre-executed

User should able to update the status to Accounting approved

User should able to Update Status to 'Suspended'