Input

Move unit from CA to US

Results

Login in Oracle application using a user with Order

Manager role. Create RMA to return the unit from ok
area to inventory (CA MNT => FG) - Manual
RMA created

Update unit resource's status to 'Inactive' and with

ok
existing location in Oracle Field Services - Interface
status updated

Login to Oracle application using a user with

receiving agent role , Receive unit in inventory (CA ok
MNT => FG)- Manual

Unit received in Oracle Inventory with serial number

Login to Oracle application using a user with

Inventory Manager role.Move the unit from source
country inventory to destination country inventory ok
(CA MNT => FG to US MNT => FG) by creating an
Inter Org Transfer - Manual
unit moved

Login in Oracle application using a user with Order

Sales order
Manager role. Create Sales Order to move the unit
2005 was
from CA MNT inventory to destination area and
submitted.
attach approval document - Manual
Sales Order in Sceduled status

6
 Concurrent
requests
submitted:
1.
Concurrent
requests
Login in Oracle application using a user with
failed: 0.
Shipping Manager role. Pick Release the Order (enter
Pick release
item serial number) - Manual
request ID
4160637
was created
for the
selected
lines

Order Pick Released OK

Ship Confirm the Order - Manual OK

Order ship confirmed

Using Maintenenace Manager role , Update

Maintenance Asset fields (Default Cost Center, Fleet 2009
Coordinator)
Asset fields updated

Create and release Unit Move/Commission WO 2009

Work Order created successfully

10

Login to Oracla Application using a Purchasing

Manager (Area Manager ) and receives PO and adds ok
attachments on receipts
PO received and attachments uploaded

11
Fleet logs in using Maintenance Manager role and
ok
reviews attachments and completes WO
WO completed

12

Update unit resource's status to 'Inactive' and location

as destination area in Oracle Field Services - ok
Interface
Unit is in Field Services in Inactive status

13

Defects: BADG 2005

14

After physical receipt of the unit in the destination

area, and inspection, Area Manager logs in to Oracle
ok
Field Service and update unit resopurce's status to
'Active' in Oracle Field Service - Manual
 Wheel seal leaking Input Results

1 operator wont take truck, has wheel seal leaking

AM gets truck fixed sends paperwork to FCOE

2
after the fact

3 Log in as Maint. Manager FCOE ok

Home screen opens

4 Top left corner click on the ?Navigator? ok

Navigator window opens

Under ?Supply Chain Excecution? section ?

5
Click ?Maintenance Management? ok
Maintenance Management screen opens

Next to ?Maintenance Organization? confirm you

are in the organization desired. If Necessary click
6
change organization (CA_MNT for Canada,
US_MNT for U.S.) CA_MNT
Select Organization window opens

7 Click Drop down arrow

Drop down window populated ok
 select desired bussines unit (CA_MNT for Canada,
8
US_MNT for U.S.) CA_MNT ,CA BU
In organization field desired BU populated

9 Click ok
Select Organization window dissapears and proper
BU is selected OK

Click on the ?task? button on right hand side of

10
page OK
Task window opens

under work management Click ?Manage

11
Maintenance Work Orders? OK
Maintenance Work Order screen opens

12 click + to create a new work order

Create Maintenance Work Order window opens

13 Enter asset number (unit number) in asset field 2009

asset number in asset field

14 Click on drop down arrow in work definition field.

Drop down window populated

15 Scroll to desired work definition and click on it CORRECTIVE - CHASSIS

desired work definition selected
16 Click on drop down arrow in type field. OK
Drop down window populated

17 Scroll to desired type and click on it (Corrective) Corrective

desired type selected

18 At bottom of screen click on save and edit

edit work order screen populated and W.O.
number populated WO10022573

Enter Description of work being performed in

19
description field work being performed
Description in description field

20 top right of screen select save

Confirmation will populate on top left under edit
work order OK

21 In status field select drop down arrow OK

Drop down window populated

22 select released in drop down window

status switched to released ok

Click save and Close ok

 Under Maintenance Work Orders Confirmation
23 will appear, Under Confirmation Work order and
WO number was updated should appear WO10022573 - 2009

24 Comment: WO10022573 WO10022573

25 Top left corner click on the ?Navigator? ok

Navigator window opens

Under ?Procurement? section ? Click Purchase RQ10025880

26
Orders
27 Overview Screen should appear

Click on the ?task? button on right hand side of

28
page ok
Task window opens

29 Under Requisitions click Process Requisitions RQ10025880

Process Requisistions screen appears

In the ?Requisitioning BU? field click on drop

30
down arrow ok
Drop down window populated

31 Select apprioriate BU (US BU or CA BU) CA BU

Proper Bu selected
32 Under Buyer field clear field
buyer field blank OK

33 Click Search
all applied requisitions found ok

34 click desired requisition line RQ10025880

desired requisition highlighted

35 click add cument builder ok

Add cument Builder screen populated

In supplier field start typing in desired supplier

36
name A & B STEEL LTD.
supplier name will populate

37 click on full supplier name 1-MEDICINE HAT

supplier name and info will be selected

38 Click OK
Document builder will populate on right side of
screen ok

39 scroll to bottom ok
at bottom
40 click create
information window will poplate with PO number PO10025373

41 Click ok
information window dissapears ok

42 Scroll to bottom
at bottom

Under quantity (NOT PRICE) enter the dollar

43
amount you want the purchase order to amount to
300 CAD
ordered amount will change to desired amount

Scroll to top of page

44 at top of page OK

click submit
Pop up bubble should appear indicating PO was
45
created PO10025373

46 click on view pdf OK

pdf will populate

47 open pdf
pdf open OK
48 save pdf to your desktop
pdf saved to your desktop ok

49
click Done on purchase order ok
you're done (for now)

The document (Outside

50 Comment: PO10025373 Processing Purchase Order)
PO10025373 was submitted
for approval.

51 Click on Navigator
Navigator screen popsuph ok

52 Under Procurment click on My Reciepts You created the following receipt numbers: 12864.
Receive Items screen should pop

53 Clear out Name in requester Box ok

Requester box is empty

54 click on Items due pull dow arrow ok

pull down screen opens

55 On pull down select Any Time

Item Due Box Populates with Any Time ok
56 Sellect Requisitioning B U pull down arrow CA BU
Pop udown window should populate with options

57 Click on appropriate BU
Requisitioning BU should populate in the Box CA BU

58 Click in Purchase Order Box and enter P O &# You created the following receipt numbers: 12864.
Purchase order Box now contains PO and #

Click on Pull Down arrow next to Purchase order

59
Box PO10025373
Pop up bubble should appear

60 Select Search
Search and select : Purchase Order window should
appear PO10025373

61 hit the search button

PO should populate below PO10025373

62 Highlight PO
PO should Highlight

63 Click Select Button

Should populate on Receive Items Screen ok

64 Highlite PO by clicking in Box ok

 PO box should highlite

65 Click Receive Button

Create reciept screen should pop ok

Click in Quantity Box and enter the price on

66
invoice 300
Quantity Box should populate with Number

67 Scroll requisition line all the way to the right ok

Should see Attachments

68 Select Plus symbol under attachments

Attachment search window should appear ok

Click on the choose File Box and attach scanned

69
copy of invoice ok
Under title Document should be displaid

70 Click OK ok
Goes back to Create Reciept screen with
attachment column filled

Click Submitt Button at top right

Popup bubble should appear indication completion
71
reciept # ok
 Select OK
72 AM should be complete ok

73 Log in as Maint. Manager

Maintenance Management screen opens ok

Click on Navigation Screen

74 Navigation Screen should open

Click on Maintenance Management under supply

75
Chain
Maintenance Management screen opens

Click on number next to Ready in the Operations

76
box. ok
Maintenance Dispatch List screen should appear.

77 High light WO number in the line. WO10022573-10

Edit WO page opens

78 Click additional information

Boxes will appear

The work order operation

Select Completed on time pull down arrow if WO10022573 : 20 has been
79 changed from status Ready
applicable
to status Complete.

Yes or No can be chosen ok

80 Chose appropriate Yes or no
Box with populate with coshen yes or no

Chose appropriate Yes or no for incident related

81
box if applicable ok
Box with populate with coshen yes or no

scroll to top of page and select Save

Comfirmation bubble appears that changes were
82
saved ok

Select operations Tab highlight Job description 10

83
line ok
Job description 10 will highlight

84 Click on arrow on the far right

Click on the Supplier Operations Detail ok

Review supplier operations window opens

Review Quantity Ordered matches Quantity
85
Received 300

In the Receiving Details window click on the

86
receipt number. ok
Receipt Window opens
87 Scroll to the right to review attachments. ok
Review attachments.

88 Click Done
Maintenance Management screen opens ok

Click on number next to Ready in the Operations

89
box. ok
Maintenance Dispatch List screen should appear.

90 Select Arrow next to Work Order number. ok

Complete options appear.

The work order operation

WO10022573 : 20 has been
changed from status Ready
to status Complete.

Select Quick Complete

eipt numbers: 12864.
eipt numbers: 12864.