Accelerated Returns Process Testing

Test Script
SAP S/4HANA CLOUD CUSTOMER

By Mickaël QUESNOT
Accelerated Customer Returns
Table of Contents
1 Purpose 3
2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.3 Master Data, Organizational Data, and Other Data 4
2.4 Business Conditions 6
2.5 Preliminary Steps 6
2.5.1 Post Initial Stock for Material 6
2.5.2 Change Batch Status 8
3 Overview Table 9
4 Test Procedures 11
4.1 Scenario 1: Goods are Returned to Seller 12
MICKAEL QUESNOT🎯🇪🇺
Directeur BU SAP SCM & CONCUR
https://www.kpconsulting.fr/
4.1.1 Generate Return Order 12
4.1.2 Perform Picking 42
4.1.3 Post Goods Receipt 56
4.1.4 Perform Material Inspection (option) 66
4.1.5 Determine Refund 67
4.1.6 Display Return Overview 81
4.1.7 Credit Memo 90
4.1.7.1 Create Credit Memo 90
4.1.8 Material Replacement 120
4.1.8.1 Change Replacement Order (Optional) 120
4.1.8.2 Create Free-of-Charge Delivery 134
4.1.8.3 Perform Picking 144
4.1.8.4 Post Goods Issue 157
4.1.8.5 Create Pro-forma Invoice (Optional) 166
4.1.8.6 Create Customer Invoice (Optional) 178
1 Purpose
The scope item covers :

The first part starts with the creation of a return sales order that refers to the original billing document or sales order document for the goods. Once the return order is saved, a return delivery is
automatically created as a follow-up document. The progress of the return process can be monitored using returns overview. The goods are inspected after they are received in the warehouse.
Materials that are good are booked automatically to free available stock. Materials that are not good are booked automatically to scrap. A credit memo or a replacement material as
compensation for returned material is given to the customer. The user can influence when the refunding documents are created, either when releasing a return sales order or after the material
inspection. The user can also adopt flexibly the compensation types: either the shipping of replacement material to the customer or a payment to the customer using a credit memo.
This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section,
providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see the Test Step column).
Customer-project-specific steps must be added.
2 Prerequisites
This section summarizes all prerequisites needed to conduct the test in terms of system, users, master data, organizational data, and other test data and business conditions.
2.1 System Access

The test should be conducted with the following system:
System Details
System Accessible via the SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Assign the following business roles to your individual test users.
You can use these as templates to create your own roles.
Business Role Name Business Role ID as Delivered by SAP Log On
Warehouse Clerk SAP_BR_WAREHOUSE_CLERK
Internal Sales Representative SAP_BR_INTERNAL_SALES_REP
Returns & Refund Clerk SAP_BR_RETURNS_REFUND_CLERK
Shipping Specialist SAP_BR_SHIPPING_SPECIALIST
Receiving Specialist SAP_BR_RECEIVING_SPECIALIST
Billing Clerk SAP_BR_BILLING_CLERK
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide for the Implementation of SAP S/4HANA .
2.3 Master Data, Organizational Data, and Other Data
SAP Best Practices Standard Values
Essential master and organizational data was created in your S4H system in the implementation phase, such as the data that reflects the organizational structure of your company and master
data that suits its operational focus, for example, master data for materials, vendors, and customers.
This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scope item.
Additional Master Data (Default Values)

You can test the scope item with other SAP Best Practices default values that have the same characteristics.
Check your SAP S4H system to find out which other material master data exists.
Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information about creating master data,
see the Master Data sheet S4HANA1709_Master_Data_Overview_EN_US.xlsx
Use the following master data in the process steps described in this document:
Data Sample Value Details Comments
Material CH-6500 SAPalyst, 25 LB Only use if you have activated the building block Batch Management (BLG) (BLH)(BLJ) (BLP).
CH-6000 SAPcolor blue, 10 LB See sections Business Conditions and Preliminary Steps.
Use CH-6500 for section 4.1 and CH-6000 for Section 4.2
Sold-to Party 17100003 Customer domestic 03
Ship-to Party 17100003 Customer domestic 03
Payer 17100003 Customer domestic 03
Plant 1710 Plant 1 US
Storage Location 10Q5 Finished Goods
Shipping Point 1710

171R
Sales Organization 1710 Dom. Sales Org
Data Sample Value Details Comments
Distribution Channel 10 Direct Sales
Division 00 Product Division 00
2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met.
Scope Item Business Condition
25C - Sell from Stock Before running this test script, complete all activities in test script 25C using master data, which is listed in the previous section Master Data,
Organizational Data, and Other Data and note down the created document numbers of sales order and billing document for further use.
35G - Sales Processing using Third-Party Before running this test script, complete all activities in test script 35G using master data, which is listed in the previous section Master Data,
with Shipping Notification Organizational Data, and Other Data and note down the created document numbers of sales order and billing document for further use.
35H - Sales Processing using Third-Party Before running this test script, complete all activities in test script 35H using master data, which is listed in the previous section Master Data,
without Shipping Notification Organizational Data, and Other Data and note down the created document numbers of sales order and billing document for further use.
2.5 Preliminary Steps
2.5.1 Post Initial Stock for Material
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s)
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose
To run through this scope item, material must be available in stock.
Procedure
Test Step Test Step Name Instruction Expected Result Pass / Fail /
# Comment
1 Log on Log onto the SAP Fiori Launchpad using the role Warehouse Clerk. The SAP Fiori Launchpad
displays.
2 Access the App Open Post Goods Movement. The initial screen displays.
3 Input Movement Type Make the following entry and choose Enter:
Executable Action in Transaction MIGO: Goods Receipt
Reference Document for MIGO Transaction: Other
4 Input on the Goods Receipt Other screen: On the Goods Receipt Other screen: Material tab, make the following entry
Material tab and choose Enter:
Material : CH-6500
5 Input on the Goods Receipt Other screen: On the Goods Receipt Other screen: Quantity tab, make the following
Quantity tab entry and choose Enter:
Qty in Unit of Entry: for example, 100
Unit of Entry: BAG
6 Input on the Goods Receipt Other screen: On the Goods Receipt Other screen: Where tab, make the following entries
Where tab and choose Enter:
Movement Type: 561 - Receipt per initial entry of stock balances into unr.-
use
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Plant: 1710
Storage Location: 10Q5
7 Save your entries Choose Post.
Financial postings
Material Debited Accounts Credited Accounts
Finished Goods YQFP 13400000 39912000

Inventory FinishedGd Inv Init SF&Fin Bal
2.5.2 Change Batch Status
Test Administration
Business Role(s)
Use
This step is required as the Batch for material CH-6500 is posted to restricted stock.
# Comment
1. Log onto SAP Fiori Log onto the SAP Fiori Launchpad using the role Quality Technician
Launchpad
2. Access the App Open Batch Information Cockpit The Batch Information Cockpit screen appears.
3. Enter the details Make Following entries

Plant 1710
Material CH-6500
Batch <Batch number> Batch from previous step
● Choose Execute Selection
4. Change Batch Status Click on the batch and then go to More>Edit>Display<->Change

Set Batch Status to unrestricted from Basic Data 1 tab
5. Save Click On Save Icon Batch Status is Unrestricted.
3 Overview Table
The scope item Customer Returns consists of several process steps, reports, items provided in the table below. Adjust the following process overview table to suit your scope item by listing all
process step, report, or items described in this document (see example below).
Process Step Business Role Transaction/App Expected Results
Scenario 1: Goods are Returned to Seller
Generate Return Order Returns & Refund Clerk Manage Customer Returns Return order is created, return delivery is generated in the background.
Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done for the return delivery.
Post Goods Receipt Shipping Specialist My Outbound Delivery Monitor The goods receipt is posted for return delivery.
Perform Material Inspection Receiving Specialist Enter Inspection Results from Inspection results are recorded.
Warehouse
Determine Refund Returns & Refund Clerk Manage Customer Returns. Refund determination is checked or triggered.
Display Return Overview Returns & Refund Clerk Manage Customer Returns Document flow is displayed.
Refund Customer with Credit Memo
Create Credit Memo Billing Clerk Create Billing Documents Credit memo is created.
Refund Customer with Replacement Material
Change Replacement Order (Optional) Internal Sales Change Sales Order Item category is changed to CBXN.
Representative
Create Free-of-Charge Delivery Shipping Specialist Create Outbound Deliveries Replacement delivery is created.
Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done.
Post Goods Issue Shipping Specialist My Outbound Delivery Monitor. Goods issue is posted for delivery.
Create Pro-forma Invoice (Optional) Billing Clerk Create Billing Documents. Pro-forma invoice is created.
Create Customer Invoice (Optional) Billing Clerk Create Billing Documents. Customer invoice is created.
Scenario 2: Goods are Inspected at Customer Site
Create Return Order Internal Sales Internal Sales Representative Return sales order is created.
Representative
Change Return Order Internal Sales Change Sales Order Inspection result is recorded, subsequent document is created for some
Representative cases.
Refund Customer with Credit Memo
Refund Customer with Replacement Material
Change Replacement Order (Optional) Internal Sales Change Sales Order Item category is changed to CBXN.
Representative
Create Delivery Free of Charge Shipping Specialist My Outbound Delivery Monitor Delivery free of charge is created.
Post Goods Issue Shipping Specialist My Outbound Delivery Monitor Goods issue is posted for delivery.
Create Pro-forma Invoice (Optional) Billing Clerk Create Billing Documents Pro-forma invoice is created.
Create Customer Invoice (Optional) Billing Clerk Create Billing Documents Customer invoice is created.
Initiate Normal Return
Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done for the return delivery.
Post Goods Receipt Shipping Specialist My Outbound Delivery Monitor The goods receipt is posted for return delivery.
Perform Material Inspection Receiving Specialist Enter Inspection Results from Inspection result is recorded, subsequent material document is created.
Warehouse
Determine Refund Returns & Refund Clerk Manage Customer Returns Refund decision is made.
Create Delivery Free of Charge Shipping Specialist My Outbound Delivery Monitor Delivery free of charge is created.
Post Goods Issue Shipping Specialist My Outbound Delivery Monitor Goods issue is posted for delivery.
Scheduling Job for Delivery Creation Shipping Specialist Schedule Delivery Creation Job for creating outbound deliveries is scheduled.
Scheduling Job for Goods Issue Shipping Specialist Schedule Goods Issue For Deliveries Job for goods issue posting with reference to outbound deliveries is
Deliveries scheduled.
Scheduling Job for Billing Creation Billing Clerk Schedule Billing Creation Job for creating billing documents is scheduled.
Scheduling Job for Billing Release Billing Clerk Schedule Billing Release Job for release billing documents to accounting is scheduled.
Scheduling Job for Billing Output Billing Clerk Schedule Billing Output Job for billing document outputs is scheduled.
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
The test should take around Enter a duration, example, 60 minutes. The Enterprise search function provides a central entry point for finding business objects in your company from different
sources using a single search request, such as: Apps, fact sheets for business objects. From the data found, you can go directly to the respective apps and fact sheets to display, edit the data or
find related objects.
How to access and check a fact sheet:
● Log on to the SAP Fiori Launchpad using the respective user example, Internal Sales Representative.
● Access the Enterprise Search Bar and choose the magnifying glass button in the upper right corner.
● The Enterprise Search bar is displayed, two filter fields appear left to the search button. Enter your search criteria and choose the business object type, example: Customer Returns from
dropdown menu in 1st field, enter customer return order number in 2nd field and choose Search, The sales order is listed.
● Choose the sales order number link, the system navigates to fact sheet screen and return order related information is integrated and summarized in one Fiori page. You can get detailed data
via choosing the corresponding links.
There are fact sheets available for the following objects (Visible depending on the assigned role):
● Sales (return) order
● Quotation
● Billing document
● Credit Memo
● Debit Memo
● Customer 360 Fact sheet
4.1 Scenario 1: Goods are Returned to Seller
4.1.1 Generate Return Order
Test Administration
Business Role(s)
Purpose
In this activity you create a return order.
Prerequisite
You must have billing document, pro-forma invoice or sales order as reference (refer to Business Conditions step 2.4)
Procedure
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1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori launchpad using the role Returns & The SAP Fiori launchpad displays.
Refund Clerk.
2 Access the SAP Fiori App Open Manage Customer Returns
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3 Navigate to New Customer Return Screen Choose Create Customer Return. The New Customer Return with
Reference screen displays.
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4 Search for billing (sales) document to be Choose Show Filter Bars if it is hidden. Billing (sales) documents are
referenced Enter the following selection criteria in filter bar and choose Go: displayed in the Reference
Documents table.
Sales Document: <sales order number or billing
document number, or pro-forma invoice
number which are created previously>
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5 Choose Create Choose Create in the billing (sales) document entry. The dialog box Create Return
from Invoice appears.
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6 Enter return reason and quantity Enter the following data and choose Create: Return order is created.
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Return Reason: for example, Customer ordered too System navigates to Edit
much Customer Return screen.
Items area:
Quantity: <quantity to be returned>
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The user can influence the point in time when the refunding document must be created: Either immediately when the return order is saved and released or at a later point of time.
Combination of the refund setting determines follow-up document creation. System provides four options for your reference. Choose one among them to continue:
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7 Option 1: Execute refund with credit memo Enter the following data or action under the Items section, and Return order is created.
immediately then choose OK: Return delivery and credit memo
Refund Type (upper field): Credit Memo request are generated
Refund Code (middle field): <select one from down- automatically.
drop list>, for example, 10%.
Refund Immediately : Create credit memo request
Choose Save and Release.
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Option 2: Execute refund with replacement In the Item area, Refund Details column, enter the following Return order is created.
material immediately data or action: Return delivery and Replacement
Refund Type (upper field): Replacement Material Order are generated
Note Refund code is only relevant to Credit Memo, it will be automatically.
invisible if you have chosen Replacement Material in field
Refund type.
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Option 3: Refund on hold, choose credit memo In the Item area, Refund Details column, enter the following Return order is created.
as temporary refund type data or action: Return delivery is generated
Refund Type (upper field): Credit Memo automatically.
Refund Code (middle field): <Select one from down-
drop list>, for example, 10%.
Refund Immediately : Decide later
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Option 4: Refund on hold, choose replacement In the Item area, Refund Details column, enter the following Return order is created.
material as temporary refund type data or action: Return delivery is generated
Refund Type (upper field): Replacement Material automatically.
Refund Immediately (lower field): Decide later
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8 Check Process Flow On the Manage Customer Returns screen, choose arrow at end The Display Customer Return
of the item. screen displays.
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9 Note Return Delivery Number On the Display Customer Return screen, go to the process flow
section and note down the Return delivery number to be used
in further steps.
If freight was maintained in previous delivery document header and material was partly returned regarding billing document, please check (or change if necessary) freight amount for condition
type YBHD in the header(s) of return order (and credit memo request document if it is generated automatically) using the role Internal Sales Representative (SAP_BR_INTERNAL_SALES_REP)
and tile Change Sales Order.
If requested delivery date is reached and delivery document has not been created, warning information delivery issue will show in process flow as a reminder. Once delivery document is
generated later, such alert will disappear.
4.1.2 Perform Picking
Test Administration
Business Role(s)
Purpose
In this activity, picking is done for return delivery created previously.
Procedure
# Comment
1 Logon to the SAP Fiori Logon to the SAP Fiori Launchpad using the role Shipping Specialist. The SAP Fiori Launchpad displays.
Launchpad
2 Access the SAP Fiori App Open Outbound Delivery Monitor The Outbound Delivery Monitor
screen displays.
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3 Choose Picking Choose For Picking.
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4 Enter Shipping Point Make the following entries and choose the Execute:
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● Shipping Point: for example, 171R
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5 Change outbound delivery On the Day’s Workload for Picking screen, select your delivery number (Noted
in section 4.1.1, step 9) and choose Change Outbound Deliveries.
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6 Enter picked quantity On the Picking tab, input quantity equal to delivery quantity in the field Picked
Qty.
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7 Enter Batch On the Picking tab, input Batch same as in the original outbound delivery to
be returned.
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8 Choose Enter Choose Enter.
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9 Save Choose Save. The delivery has been picked.
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4.1.3 Post Goods Receipt
Test Administration
Business Role(s)
Purpose
When the returned material is received, goods receipt is posted for return delivery.
Procedure
# Comment
1 Logon to the SAP Fiori Logon to the SAP Fiori Launchpad using the role Shipping Specialist. The SAP Fiori Launchpad displays.
Launchpad
2 Access the SAP Fiori App Open Manage outbound Deliveries The Outbound Delivery Monitor
screen displays.
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3 Choose Good Issue Choose For Goods Issue.
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4 Enter Shipping Point Make the following entries and choose Execute:
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Shipping Point: for example, 171R.
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5 Post Good Issue Mark the relevant delivery (Noted in section 4.1.1, step 9) and choose Post The goods issue is posted.
Goods Issue. Choose today’s date from the dialog box.
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4.1.4 Perform Material Inspection (option)
Test Administration
Business Role(s)
Use
The material inspection takes place after the returned goods have been received in the warehouse. The further handling of the returned goods is decided.
Prerequisite
The returned goods are received. During goods receipt for returns an inspection lot is created automatically.
Procedure
Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Logon to SAP Fiori Logon to the SAP Fiori Launchpad using the role Receiving Specialist. The SAP Fiori Launchpad displays.
Launchpad
2 Access the SAP Open Enter Inspection Results from Warehouse The Worklist Selection of Deliveries
Fiori App screen displays.
Step # Comment
3 Maintain selection Enter the following entries and choose Execute: The Change: Material Inspection in
criteria Delivery Items Waiting for Inspection: <select> Warehouse for Delivery screen displays.
Delivery: <enter return delivery number>
4 Choose Item tab Choose the Item tab.
5 Maintain In the Inspection Result subarea, enter the following data and choose Enter:
Inspection Result Inspection Code: <enter inspection code>
Inspected Quantity: <enter inspected quantity>
If the Confirmation of Redetermination dialog box appears, choose Yes to confirm.
6 Maintain follow-up In the Logistical Follow-Up subarea, enter the following data and choose Enter:
activity Follow-Up Activity: <enter follow-up activity>
Note Choose appropriate follow-up activity according to inspection code. For example,
choose follow-up activity Transfer to Free Available Stock responding to inspection code
0001.
7 Check Inspection On the Header tab, in the Basic Data subarea, Inspection Status shows Inspected, which All received material is inspected
Status means all received material is inspected completely. completely.
8 Save and Confirm Choose Save Inspection Results. Inspection result is recorded, and goods
movement is posted accordingly.
4.1.5 Determine Refund
Test Administration
Business Role(s)
Purpose
In this activity, refund decision is made or checked: either refund the customer with a credit memo or compensate with a replacement material.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail /
Comment
1 Logon to the SAP Fiori Logon to the SAP Fiori Launchpad using the role Returns & Refund Clerk. The SAP Fiori Launchpad
Launchpad displays.
2 Access the SAP Fiori App Open Manage Customer Returns. The Manage Customer Returns
screen displays.
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3 Search for return order Choose the Show Filter Bar if it is hidden. Enter the following data and choose Go: Return order is found and
Customer Return: <return sales order number 6XXXXXXX> displayed.
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4 Navigate to Determine Select the return order entry and choose Determine Refund. The Determine Refund screen
Refund screen displays.
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5 Check Refund Progress In the upper area, check percentage number in the field Refund Progress and then
take next action accordingly:
<100%, status Neutral, Skip Section A and go to Section B.>
<0%, status Neutral, Go to Section A and then Section B.>
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Section A: Option 1: Credit memo On the Items to Be Refunded tab, select the item and choose Change Refund in the Refund setting is maintained,
Refund is Refund Details column for the return item. and credit memo request
determined Enter the following data: document is created in
with reference background.
Refund Type: Credit Memo
to material
inspection Extent of Refund: <a percentage number>, for example, 10% Refund
results Choose OK.
Select the item and choose Release Selected Items.
Option 2: Material On the Items to Be Refunded tab, choose Change Refund in Refund Details column Refund setting is maintained,
Replacement for the return item. and replacement order
Enter the following data: document is created in
background.
Refund Type: Replacement Material
Choose OK.
Select the item and choose Release Selected Items.
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Section B: Check refund results On the Completed Items tab, refund result is displayed. Follow-up document The refund result displays.
Check refund number is shown in Refund Details column. Make a note of document number for
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determination further use. You can click the created document number to check detailed
result information.
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4.1.6 Display Return Overview
Test Administration
Business Role(s)
Purpose
In this activity, you can check the progress of return process. All dependent documents are available in process flow.
Procedure
Test Test Step Name Instruction Expected Result Comment

Step s
1 Logon to SAP Fiori Logon to the SAP Fiori Launchpad using the role Returns & Refund Clerk. The SAP Fiori Launchpad displays.
Launchpad
2 Access the SAP Fiori App Open Manage Customer Returns. The Manage Customer Returns screen
displays.
Step s
Step s
3 Search for return order Choose the Show Filter Bar if it is hidden. Enter the following data and choose Go: Return order is found and displayed.
Step s
Customer Return: <return sales order number 6XXXXXXX>
Step s
4 Go to item details Choose the arrow at the end of the item. The Display Customer Return screen
displays.
Step s
Step s
Step s
5 Check Process Flow In the Process Flow subarea, check the dependent documents shown in process flow. The dependent documents display.
Step s
Make a note of follow-up document number(s) of credit memo request or replacement
order for further use.
Step s
Step s
After you have completed this activity:
Option A: If credit memo request is generated, go to chapter 4.1.7 Credit Memo.
Option B: If replacement order is generated, go to chapter 4.1.8 Material Replacement.
4.1.7 Credit Memo
4.1.7.1 Create Credit Memo
Test Administration
Business Role(s)
Purpose
In this activity a credit memo is created.
Procedure
Table 2: Create Billing Document

Test Step Test Step Name Instruction Expected Result Comment
# s
1 Logon Logon to the SAP Fiori Launchpad using the role Billing Clerk. The SAP Fiori Launchpad
displays.
2 Access the App Open Create Billing Documents The Create Billing Document
screen displays.
# s
# s
3 Define Billing Setting Choose Billing Setting in the bottom bar. Switch on the following settings:.
# s
1. Enter Billing Data before billing.
2. Separate Billing Documents for Each Billing Due List Item.
3. Automatically Post Billing Documents.
4. Display Billing Document After Creation.
# s
# s
4 Search for Billing List In the search condition, enter criteria if necessary. SD document(s) display(s) in
the result.
5 Choose SD Document Select the row of credit memo request document recorded previously and choose Create. The Create Billing Documents
screen displays.
# s
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6 Maintain Billing Type and Billing Choose billing type Credit Memo (G2) and maintain billing date, such as the current date, The draft billing document
Date and then choose OK. with ID Sxxxxxxxx displays.
# s
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7 Save Billing Document In the Billing Document screen, choose Save. The draft version billing document with ID Final credit memo is
Sxxxxxxxx turns into a saved billing document with ID xxxxxxxx. Make a note of the billing generated.
document number: __________.
# s
# s
Table 3: Manage billing documents
# s
1 Access the app Open Manage Billing Documents. The Manage Billing Documentsscreen displays.
# s
# s
# s
2 Search the billing document Enter the billing document number recorded previously in the field The billing document which is created previously
Billing Document and choose Enter. displays.
# s
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3 Display the billing document Select the billing document item, and choose Display. The billing document displays.
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4 Check Output Condition On the Billing Document screen, go to the last assignment block – There is one entry in the item and the output type is
Output Items. BILLING_DOCUMENT.
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5 Display Print Preview On the Billing Document screen, choose Preview. Preview for PDF document displays.
# s
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6 Cancel Billing Document On the Billing Document screen, select a certain billing document A log displays the following message: Billing
(Optional) and choose Cancel Billing Document. Document Canceled.
# s
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7 Update new Attachment In the Edit mode, you can add, delete, and update the attachments.
(Optional) Save your changes by choosing Save in the footer bar.
# s
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8 Update new Text (Optional) In the Edit mode, you can add, delete and update the texts. Save
your changes by choosing Save in the footer bar.
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4.1.8 Material Replacement
4.1.8.1 Change Replacement Order (Optional)
Test Administration
Business Role(s)
Purpose
Optional: the item category has to be CBXN to meet the requirement of invoice creation.
Procedure
# Comment
1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori Launchpad using the role Returns & Refund Clerk.
2 Access the App Open Manage Sales Orders Without Charge. The Manage Sales Orders Without
Charge screen displays.
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3 Maintain selection criteria Make the following data and choose Go: Replacement order is listed in
Sales Order without Charge: <replacement order number> search result.
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4 Navigate to Change sales order Select replacement order number and then click on the row to open the The Change Replcmnt Deliv. Ord:
screen Order. Now click on Change on the top-left to enter Change Mode. Overview displays.
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5 Change Sales Order without Charge has to be complete Incompletion log is changed.
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6 Save Choose Save. Replacement order is saved.
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4.1.8.2 Create Free-of-Charge Delivery
Test Administration
Business Role(s)
Purpose
In this activity, replacement delivery free of charge is created with reference to replacement order.
Prerequisite
Replacement order is created.
Procedure
Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori Launchpad using the role Shipping
Specialist.
2 Access the App Open Create Outbound Deliveries – From Sales Orders. The Create Outbound Deliveries screen
displays.
3 Search Sales Order Make the following entries and choose Go:
• Shipping Point: 1710
• Planned Creation Date: All
• Order: <replacement order number created
previously>
4 Create Delivery Select your items and choose Create Deliveries.
5 Check Details Choose Display Log. The Analyze Delivery Log screen displays.
Delivery is created successfully with delivery
number shown on tab Deliveries.
4.1.8.3 Perform Picking
Test Administration
Business Role(s)
Purpose
The picking process involves taking goods from a storage location and staging the right quantity in a picking area where the goods are prepared for shipping.
# Comment
1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori Launchpad using the role Shipping Specialist.
2 Access the App Open Manage Outbound Deliveries. The Outbound Delivery Monitor
screen displays.
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3 Choose Picking Choose For Picking.
# Comment
# Comment
4 Enter shipping point Make the following entries, and choose GO :
# Comment
Shipping Point: <enter the shipping point>, for example, 1710
Only Picking without WM: <select the checkbox>
# Comment
# Comment
5 Change outbound delivery On the Day’s Workload for Picking screen, select your delivery note and
choose Change Outbound Deliveries.
# Comment
# Comment
# Comment
6 Enter picked quantity and On the Picking tab, enter the following data:
batch Picked Qty: <equal to delivery quantity> and Batch.
# Comment
# Comment
7 Choose Enter Choose Enter.
# Comment
8 Save Choose Save. The delivery has been picked.
# Comment
# Comment
4.1.8.4 Post Goods Issue
Test Administration
Business Role(s)
Purpose
In this activity, you post the goods issue.
Procedure
# Comment
1 Logon to SAP Fiori Logon to the SAP Fiori Launchpad using the role Shipping Specialist.
Launchpad
2 Access the App Open Manage Outbound Deliveries The Outbound Delivery Monitor
screen displays.
# Comment
# Comment
3 Choose Good Issue Choose For Goods Issue.
# Comment
# Comment
4 Enter Shipping point Make the following entries and choose GO :
# Comment
Shipping Point: for example, 1710
# Comment
5 Post Good Issue Mark the relevant delivery and choose Post Goods Issue. Select today’s date The goods issue is posted.
and choose Continue in the dialog box.
# Comment
# Comment
# Comment
Financial Postings
Material Debited Account Credited Account Cost Element / CO Object
Finished Goods YQFP 54083000 13400000 none

Inv Chg COGS w/CE Inventory FinishedGd
Printing Form

Step # Comment
1 Log onto SAP Fiori Log on to the SAP Fiori Launchpad using the role Shipping Specialist.
Launchpad
2 Access the App Open Display Outbound Delivery. The Display Outbound Delivery
screen displays.
3 Issue Delivery Output On the Display Outbound Delivery screen, enter the delivery number. From the menu, choose
More > Outbound Delivery > Issue Delivery Output .
4 Print a. Print Preview: Select the line with the message type LD00 and choose Print Preview. a. The preview document
b. Print Delivery Order: select the line with the message type LD00 and choose Print in the displays.
dialog box. Choose Print. b. The document prints.
4.1.8.5 Create Pro-forma Invoice (Optional)
Test Administration
Business Role(s)
Purpose
In this activity, pro-forma invoice is created with reference to delivery.
Prerequisites
Item category CBXN is manually maintained in replacement order.
Procedure
# Comment
1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori Launchpad using the role Billing Clerk.
2 Access the App Open Create Billing Documents. The Create Billing Documents
screen displays.
# Comment
# Comment
# Comment
3 Define billing setting Choose Billing Settings at the right bottom of the screen. Turn all of these
settings into ON and then choose OK:
Enter Billing Data before billing.
Separate Billing Documents for Each Billing Due List Item.
Automatically Post Billing Documents.
Display Billing Document after creation.
# Comment
# Comment
# Comment
4 Search for billing list In the search condition, use criteria if necessary. Sales document(s) displays in
the result.
# Comment
# Comment
5 Choose Individual Billing Select the row of delivery document created previously and choose Create.
Document
# Comment
# Comment
6 Maintain Billing Type and Billing Choose the billing type Invoice (F8) and Billing date, such as the current date, The draft billing document
Date and then choose OK. with ID Sxxxxxxxx is
displayed.
# Comment
# Comment
# Comment
7 Save Billing Document In the Billing Document screen, choose Save. The draft version billing document Proforma invoice is
with ID Sxxxxxxxx turns into a saved billing document with ID xxxxxxxx. Make a generated.
note of the billing document number: __________.
# Comment
# Comment
Note Alternatively, it is supported to create pro-forma (type F5) with reference to replacement order.
4.1.8.6 Create Customer Invoice (Optional)
Test Administration
Business Role(s)
Purpose
In this activity, ‘F2’ type of invoice is created, and costs are transferred to accounting accordingly.
Prerequisites
Item category CBXN is manually maintained in replacement order.
Procedure
# Comment
1 Logon to SAP Fiori Launchpad Logon to the SAP Fiori Launchpad using the role Billing Clerk.
2 Access the App Open Create Billing Documents. The Create Billing Documents
screen displays.
# Comment
3 Define billing setting Choose Billing Settings at the right bottom of the screen. Turn all of these
settings into ON and then choose OK:
Enter Billing Data before billing.
Separate Billing Documents for Each Billing Due List Item.
Automatically Post Billing Documents.
Display Billing Document after creation.
4 Search for billing list In the search condition, use criteria if necessary. Sales document(s) displays in
the result.
5 Choose Individual Billing Select the row of delivery document created previously and choose Create.
Document
# Comment
# Comment
6 Maintain Billing Type and Billing Choose billing type Invoice (F2) and maintain Billing date, such as the current The draft billing document
Date date, and then choose OK. with ID Sxxxxxxxx is
displayed.
# Comment
# Comment
# Comment
# Comment
7 Save Billing Document In the Billing Document screen, choose Save. The draft version billing document Customer invoice is
with ID Sxxxxxxxx turns into a saved billing document with ID xxxxxxxx. Make a generated.
note of the billing document number: __________.
# Comment
# Comment
Financial Postings
Material Debited Accounts Credited Accounts
Finished Products YQFP 44002000 41000000

Sales Disc Domestic Rev Domestic Prod
Manage Billing Documents

Step # Comment
1 Access the App Open the App Manage Billing Documents. The Manage Billing Document screen displays.
2 Search the billing document Input the pro-forma invoice number recorded in previous step. The billing document created in previous step
created in previous step Choose Enter. displays.
3 Display the billing document Select the billing document item and choose Display. The billing document displays.
4 Check Output Condition On the Billing Document screen, choose the last assignment block – There is one entry in the item and the output type
Output Items. is BILLING_DOCUMENT.
5 Display Print Preview On the Billing Document screen, choose Preview. Preview for PDF document displays.
6 Cancel Billing Document Select certain Billing document and choose Cancel billing Docs. Log displayed: Billing Document Canceled.
(Optional)
7 Update new attachment In the Edit mode, you can add, delete, and update the attachments.
(optional) Choose Save to save your changes in the footer bar.
8 Update new Text (optional) In the Edit mode, you can add, delete, and update these texts.
Choose Save to save your changes in the footer bar.

Accelerated Returns Process Testing

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Accelerated Returns Process Testing

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Test Script

SAP S/4HANA CLOUD CUSTOMER

Accelerated Customer Returns

The scope item covers :

2.1 System Access

Business Role Name Business Role ID as Delivered by SAP Log On

Warehouse Clerk SAP_BR_WAREHOUSE_CLERK

Internal Sales Representative SAP_BR_INTERNAL_SALES_REP

Returns & Refund Clerk SAP_BR_RETURNS_REFUND_CLERK

Shipping Specialist SAP_BR_SHIPPING_SPECIALIST

Receiving Specialist SAP_BR_RECEIVING_SPECIALIST

Billing Clerk SAP_BR_BILLING_CLERK

Additional Master Data (Default Values)

Using Your Own Master Data

Data Sample Value Details Comments

Sold-to Party 17100003 Customer domestic 03

Ship-to Party 17100003 Customer domestic 03

Payer 17100003 Customer domestic 03

Plant 1710 Plant 1 US

Storage Location 10Q5 Finished Goods

Shipping Point 1710

Sales Organization 1710 Dom. Sales Org

Distribution Channel 10 Direct Sales

Division 00 Product Division 00

2.4 Business Conditions

Scope Item Business Condition

2.5 Preliminary Steps

2.5.1 Post Initial Stock for Material

Customer project: Fill in the project-specific parts.

To run through this scope item, material must be available in stock.

7 Save your entries Choose Post.

Material Debited Accounts Credited Accounts

Finished Goods YQFP 13400000 39912000

2.5.2 Change Batch Status

Customer project: Fill in the project-specific parts.

3. Enter the details Make Following entries

4. Change Batch Status Click on the batch and then go to More>Edit>Display<->Change

5. Save Click On Save Icon Batch Status is Unrestricted.

Process Step Business Role Transaction/App Expected Results

Scenario 1: Goods are Returned to Seller

Refund Customer with Credit Memo

Refund Customer with Replacement Material

Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done.

Scenario 2: Goods are Inspected at Customer Site

Refund Customer with Credit Memo

Refund Customer with Replacement Material

Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done.

Initiate Normal Return

Perform Picking Shipping Specialist My Outbound Delivery Monitor Picking is done.

4.1.1 Generate Return Order

Customer project: Fill in the project-specific parts.

In this activity you create a return order.

2 Access the SAP Fiori App Open Manage Customer Returns

4.1.2 Perform Picking

Customer project: Fill in the project-specific parts.

In this activity, picking is done for return delivery created previously.

3 Choose Picking Choose For Picking.

8 Choose Enter Choose Enter.

9 Save Choose Save. The delivery has been picked.

Customer project: Fill in the project-specific parts.

3 Choose Good Issue Choose For Goods Issue.

Customer project: Fill in the project-specific parts.