AIM FF RPM
TE.040 SYSTEM TEST SCRIPT
IPROCUREMENT

<Company Long Name>
<Subject>




Author:          <Author>
Creation Da...
TE.040 System Test Script iProcurement                                                           Doc Ref: <Document Refere...
TE.040 System Test Script iProcurement                                                                                Doc ...
TE.040 System Test Script iProcurement                                                                               Doc R...
Doc Ref:



Overview
                                 System testing measures the quality of the entire application system...
Doc Ref:



IProcurement Test Sequences
Sequence #    Description                                    Responsibility       ...
Doc Ref:



Test Specification - 10 - Enter Contract Purchase Agreements
Test                    Action
Step   Role       ...
Doc Ref:



Test Specification - 20 - Create Blanket Purchase Agreements
Test                    Action
Step   Role       ...
Doc Ref:


Test                    Action
Step    Role            or Path                                      Expected Re...
Doc Ref:


Test                    Action
Step    Role            or Path                                   Expected Resul...
Doc Ref:



Test Specification - 30 - Create Quotation from RFQ
Test                     Action
Step   Role              o...
Doc Ref:


Test                    Action
Step   Role             or Path                                   Expected Resul...
Doc Ref:



Test Specification - 40 - Enter Requisition Profile
Test                     Action
Step   Role              o...
Doc Ref:



Test Specification - 50 - Process Web Requisitions - (Full Cycle) using Local Catalogues
Test                 ...
Doc Ref:


Test                    Action
Step    Role            or Path                                      Expected Re...
Doc Ref:


Test                    Action
Step    Role            or Path                                      Expected Re...
Doc Ref:


Test                    Action
Step    Role            or Path                                         Expected...
Doc Ref:



Test Specification - 60 - Copying Web Requisitions
Test                     Action
Step   Role              or...
Doc Ref:



Test Specification - 70 - Enable Information Templates
Test                     Action
Step   Role            ...
Doc Ref:


Test                    Action
Step   Role             or Path                                   Expected Resul...
Doc Ref:



Test Specification - 80 - Process Web Requisitions - Special Order - Services
Test                      Action...
Doc Ref:


Test                    Action
Step    Role            or Path                                   Expected Resul...
Doc Ref:



Test Specification - 90 - Process Web Requisitions - Make changes
Test                      Action
Step    Rol...
Doc Ref:



Test Specification - 100 - Query Web Requisitions
Test                      Action
Step    Role              o...
Doc Ref:



Test Specification - 110 - Process Web Requisitions - Favorites
Test                       Action
Step     Rol...
Doc Ref:



     Test Specification - 120 - Approve Requisitions
Test                      Action
Step    Role            ...
Doc Ref:



Test Specification - 130 - AutoCreate Purchase Orders from Requisitions
Test                      Action
Step ...
Doc Ref:



Test Specification - 140 - Approve Standard Purchase Orders
Test                     Action
Step   Role       ...
Doc Ref:



Test Specification - 150 - Process Documents for Approvals
Test                      Action
Step    Role      ...
Doc Ref:



Test Specification - 160 - Web Receiving
Test                  Action                                         ...
Doc Ref:



Test Specification - 170 - Receipt of Goods Against a Purchase Order
Test                       Action
Step   ...
Doc Ref:


Test                    Action
Step     Role           or Path                                   Expected Resul...
Doc Ref:



Test Specification - 180 - AutoInvoice
Test                      Action
Step    Role              or Path     ...
Doc Ref:



Test Specification - 190 - Cancel a Requisition
Test                      Action
Step    Role              or ...
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Test Specification - 200 - Generate Reports
Test                      Action
Step    Role              or Path...
Doc Ref:


Test                    Action
Step    Role            or Path                                      Expected Re...
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Test Specification - 210 - Purchasing - Period End
Test                       Action
Step     Role            ...
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Test                    Action
Step     Role           or Path                                    Expected Resu...
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Test Specification - 220 - Load Local Catalogue
Test                      Action
Step    Role              or ...
Doc Ref:



APPENDIX


Appendix A - Data Sheet
Test Control Number : _________________                  Tester____________...
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Business                                                 Business                                    Data
Obje...
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Business                                                 Business                                    Data
Obje...
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Business                                                 Business                                    Data
Obje...
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Business                                                 Business                                    Data
Obje...
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Appendix B - Defect Log

DEFECT ID           TEST STEP      TEST NAME                         DEFECT DESCRIPT...
Doc Ref:



Appendix C - General Comments
  Test Control Number : _________________                            Controller_...
Doc Ref:




Appendix D - Approval Matrix




                                                                            ...
Doc Ref:



Open And Closed Issues For This Deliverable


Open Issues



ID         Issue                        Resolutio...
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20894109 te040-i procurement-test-script-on-oracle-iprocurement

  1. 1. AIM FF RPM TE.040 SYSTEM TEST SCRIPT IPROCUREMENT <Company Long Name> <Subject> Author: <Author> Creation Date: Last Updated: Document Ref: <Document Reference Number> Version: DRAFT 1A Approvals: <Approver 1> <Approver 2>
  2. 2. TE.040 System Test Script iProcurement Doc Ref: <Document Reference Number> Document Control Change Record 6 Date Author Version Change Reference 5-Sep-08 <Author> Draft 1a No Previous Document Reviewers Name Position Distribution Copy No. Name Location 1 Library Master Project Library 2 Project Manager 3 4 Note To Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes. <Subject> Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. DRAFT 1A )
  3. 3. TE.040 System Test Script iProcurement Doc Ref: <Document Reference Number> Contents Document Control...................................................................................................................ii 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 Requisitions..................23 Test Specification - 140 - Approve Standard Purchase Orders......................................24 Test Specification - 150 - Process Documents for Approvals.........................................25 Test Specification - 160 - Web Receiving............................................................................26 Test Specification - 170 - Receipt of Goods Against a Purchase Order........................27 Test Specification - 180 - AutoInvoice................................................................................29 Test Specification - 190 - Cancel a Requisition..................................................................30 <Subject> Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. DRAFT 1A )
  4. 4. TE.040 System Test Script iProcurement Doc Ref: <Document Reference Number> Test Specification - 200 - Generate Reports.. .31 Test Specification - 210 - Purchasing - Period End...........................................................33 Test Specification - 220 - Load Local Catalogue...............................................................35 APPENDIX..............................................................................................................................36 Appendix A - Data Sheet...............................................................................................36 Appendix B - Defect Log..............................................................................................41 Appendix C - General Comments.......................................................................................42 Appendix D - Approval Matrix...................................................................................43 Open And Closed Issues For This Deliverable.................................................................44 Open Issues......................................................................................................................44 Closed Issues...................................................................................................................44 <Subject> Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. DRAFT 1A )
  5. 5. Doc Ref: Overview 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. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  6. 6. Doc Ref: IProcurement Test Sequences Sequence # Description Responsibility Date Time Tester Test Status Defect No. Notes 10 Enter Contract Purchase Agreement 20 Enter Blanket Purchase Agreements 30 Create Quotation from RFQ 40 Enter Requisition Profile 50 Process Web Requisitions (Full Cycle) using Local Catalogues 60 Copying Web Requisitions 70 Enable Information Templates 80 Process Web Requisitions - Special Order - Services 90 Process Web Requisitions - Make Changes 100 Process Web Requisitions - Query Web Requisition 110 Process Web Requisitions - Favorites 120 Approve Requisitions 130 AutoCreate Purchase Orders from Requisitions 140 Approve Standard Purchase Orders 150 Process Documents for Approvals 160 Web Receiving 170 Receipt of Goods Against a Purchase Order 180 Auto invoice 190 Cancel a Requisition 200 Generate Reports 210 Purchasing - Period End 220 Load Local Catalogue Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  7. 7. Doc Ref: Test Specification - 10 - Enter Contract Purchase Agreements Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Enter a Contract Purchase Agreement System automatically numbers the PO, including the amount agreed upon, Creates a contract document for a specified appropriate terms and effective dates. amount with terms and conditions, but does not include specific item information. 10.1 Buyer/Credit Purchasing Super User Responsibility> Clerk Purchase Orders> Purchase Orders 10.2 Enter Type (choose LOV “Contract Purchase Order window appears Purchase Agreement”) After you save, the PO number will Supplier (LOV) default. Site (default from Supplier) Choose one of your test suppliers Ship-To (default from supplier) As defined in the setup with the Supplier Bill-To (default from Ship-To) Buyer Name (default from sign-on) Status (reads Incomplete) Amt. Agreed (full contract amount) Accept the Incomplete default. Description (full contract description) 10.3 Terms (Change as required) All terms and conditions information is now displayed. 10.4 Save After you save the PO number will auto default. Note the PO #_____________. 10.5 Approve - Go to the Approve Tab and click Status changes to Approved. Check “Submit for Approval” Click “OK” 10.6 Workflow User >Worklist Check Notification that PO has been Check Notifications approved. (If amounts are higher than approval level allowed, the relevant user must approve.) Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  8. 8. Doc Ref: Test Specification - 20 - Create Blanket Purchase Agreements Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Enter a Blanket Purchase Agreement 20.1 Buyer/Credit Purchasing Super User Responsibility> Clerk Purchase Orders> Purchase Orders 20.2 Enter Type (choose LOV “Blanket Purchase Order window appears Purchase Agreement”) After you save, the PO number will Supplier (LOV) default. Site (default from Supplier) Choose one of your test suppliers Ship-To (default from supplier) As defined in the setup with the Supplier Bill-To (default from Ship-To) Buyer Name (default from sign-on) Status (reads Incomplete) Amt. Agreed (full contract amount) Accept the Incomplete default. Description (full contract description) Create a Blanket PO for a specified value without a delivery schedule. 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 Notice that category, description, unit of amount) measure and list price are displayed. 20.4 Go to the Price Reference alternate region Price Type (accept default fixed from LOV) Price Type window Appear 20.5 Go to the Reference Documents alternate Optional Information region 20.6 Go to the More alternate region Optional Information 20.7 Go to the Agreement alternate region Optional Information 20.8 Save PO, Rev number and Approve button appears. Note the PO #____________________. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  9. 9. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 20.9 Go to the Catalog tab Review Information 20.10 Go to the Currency tab Currency (LOV) USD default 20.11 Go to the Terms tab All terms and conditions information is Payment (LOV) now displayed. Freight (LOV) Carrier (LOV) FOB (LOV) Enter Agreement Controls including effective dates 20.12 Go to the Price Breaks tab Enter price breaks for same organization Price break information is display with % and ship-to address. discount. 20.13 Save 20.14 Go to the Tools menu option -> The Expiration Notification is entered for Notification Control this Blanket Agreement. Select Expiration and enter 15 days in the Warning Delay Field 20.15 Approve Approve Document window appears Check the approve check box Status of Incomplete changes to Approved Submit for approval Note the PO# _________________. 20.16 Workflow User >Worklist Check Notification that PO has been Check Notifications approved. If amounts, ranges are higher than approval level allowed, the relevant user must approve. 20.17 Purchasing Super User Responsibility > Concurrent request should complete View > Requests without errors. Submit a new request > Single request Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  10. 10. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 20.18 Run the Catalog Data extract - Items Verify the request executes successfully request Output Filename = any name Perform Load - Yes Debug Level - 0 Record Level Commit - Yes Write Record - Yes Submit 20.19 Run the Catalog Data Extract – Verify the request executes successfully. Classifications request Output Filename = any name Perform Load - Yes Debug Level - 0 Record Level Commit - Yes Write Record - Yes Submit 20.20 Run the Rebuild Catalog Item Context Verify the request executes successfully request Rebuild Policy Views - Yes Submit Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  11. 11. Doc Ref: Test Specification - 30 - Create Quotation from RFQ Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Create a quotation which can be added to the Unified Catalog within IProcurement. 30.1 Administrator Purchasing Super User Responsibility > RFQs and Quotations > RFQs 30.2 Enter data for standard RFQ Type (LOV) Ship To (LOV) Due Date Status (choose Active from the LOV) 30.3 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) Target Price 30.4 Go to the Currency tab Currency (LOV) USD default 30.5 Go to the Terms tab All terms and conditions information is Payment (LOV) now displayed. Freight (LOV) Carrier (LOV) FOB (LOV) Enter Agreement Controls including effective dates 30.6 Go to the Price Breaks tab Price break information is display with % Enter price breaks for same organization discount. and ship-to address. 30.7 Go to the Suppliers tab Enter a Supplier 30.9 Save Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  12. 12. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 30.8 RFQs and Quotations > RFQs ,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 30.9 Save Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  13. 13. Doc Ref: Test Specification - 40 - Enter Requisition Profile Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Enter preferences and verify that these preferences are carried into the next tests. 40.1 Requester Self Service Responsibility > IProcurement > Home Page 40.2 My Profile 40.3 Enter Preferences for the following : Ensure preferences are used in requisition Delivery Defaults test Billing Defaults Preferences Ensure default billing accounts are Reset Password defaulted for future tests 40.4 Apply Changes Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  14. 14. Doc Ref: Test Specification - 50 - Process Web Requisitions - (Full Cycle) using Local Catalogues Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Test full cycle from requisition through If there are no local catalogues loaded, refer Purchase Order to Web Receipts using to test 220 to load a test catalogue. items from the local catalogues. This test is to be run several times to ensure that the IProcurement Setups address the clients requirements. 50.1 Requester IProcurement > Home Page Welcome Page 50.2 Select the Home tab 50.3 Search for item Find a product - Enter Items or use a Category 50.4 In the searching zone, enter a description Press the Go Key In the Search Results area select an item that is indicated on your data profile sheet Note that this line item shows the contract for locally hosted Catalogues. number on its display. This implies that this Make sure that you choose the item with the line item will be automatically sourced contract number that is indicated on your from the supplier without the need for profile sheet. Buyer intervention. 50.5 Select each item you want to order. The progress meter on the top of the Select - Item screen shows the current stage of the Press the Add to Cart button process. Press the Proceed to Checkout OPTIONAL: You can use Express Checkout to skip Delivery & Billing steps. Express Express Checkout remembers your Checkout is setup to use the default Delivery and Billing information so information under My Profile. you can make online purchases quickly and safely without having to OPTIONAL: You can use manually enter this information each time. 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. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  15. 15. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 50.6 Enter Delivery Information The progress meter on the top of the screen shows the current stage of the Press the Continue button process. 50.7 Enter Billing Information The progress meter on the top of the screen shows the current stage of the process. Enter Taxable or Non-Taxable for each line on the requisition Press the Continue button 50.8 Review Charge Accounts The progress meter on the top of the screen shows the current stage of the process. Press the Continue button 50.8 Enter Notes and Attachments Requisition Description: Enter a description for the order You can default a description of the item by clicking on Automatically Default the OPTIONAL: You can add a note to the Requisition Description. order or attach a file(URL or text) to Buyer, Receiver, and Supplier. The progress meter on the top of the screen shows the current stage of the process. Press the Continue button 50.9 Approvers Review Approver List & Enter Justifications To see if approvals are required, refer to the approval data sheet for approvers and Press the Continue button linits. The progress meter on the top of the screen shows the current stage of the process. 50.10 Review and Submit Requisition Note the requisition number on the data sheet. The progress meter on the top of the screen shows the current stage of the process. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  16. 16. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 50.11 Review Orders Notice detailed information on the A list of requisitions are displayed under requisition, as well as a PO number for the “Requisitions at a Glance” those requisitions that were automatically processed into POs. Click on the View tab next to the parts to see the details of the part. The requisition is automatically approved without the need for re-approvals which leads to faster order fulfillment. 50.12 If the purchase order is not automatically created, 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. Press the Submit Button 50.13 Requester Go to the Home Tab Click on Receive Items in the Purchasing Process Flow on the right corner of the page. 50.14 Select the Receive Items selection Receive Items: My Items to Receive Receipt Quantity (enter ordered quantity as received) The system date is defaulted into the receipt NOTE: You can receive more than you date field. ordered. Press the Receive button Page displays two receipts, Note the receipt numbers on the data sheet. Enter Receipt Information Press the Continue button The progress meter on the top of the screen shows the current stage of the process. View the Review Receipt page Press the Submit Button Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  17. 17. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 50.15 Do the above test again selecting multiple products from different suppliers. When ordering from different suppliers verify that the receipts are separate Use different amounts to check approvals 50.16 Enter a non-catalog item requisition ensuring that the currency is not the default currency. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  18. 18. Doc Ref: Test Specification - 60 - Copying Web Requisitions Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Ensure that existing requisitions can be copied to the shopping cart, to speed up the creation process. 60.1 Requester Press the Requisition Status tab 60.2 Click on an existing requisition number to View Requisition Details Click on the View Approval History button, review and return to Requisition Click on View on each line if required 60.3 Press the Copy to Cart button 60.4 Press the Express Checkout button 60.5 Enter Express Checkout information Press the Submit Now button Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  19. 19. Doc Ref: Test Specification - 70 - Enable Information Templates Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Enable the information templates, create a category, a blanket PO, and an information template. Run reports and extracts. 70.1 Administrator Purchasing Super User Responsibility > Setup > Items > Categories > Category Codes 70.2 Push the New button Use Temp Services category (prefixed with Structure Name (in the LOV select PO Item your initials) Category) Add Category Name and tab to get the pop up window, Add a commodity name and press the OK button 70.3 Save 4 Category Sets > Select the Organization 5 Find …. Purchasing PO - PO Item Cat Add in category that has been created in above step 1 N > Purchase order> purchase order Create a blanket order Refer to test 20 for detailed instructions. Create blanket for category created above 1 N > Setup > Information template 2 B Find … Find Existing Information Templates Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  20. 20. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 3 Template : XX Temp Services Create template called temp services with Sequence : 1 you initials prefix Attribute Name : Start Date Write name down on Data Profile Sheet 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 N > View > Requests Concurrent request should complete Submit a new request > Single request without errors. 1 Run following reports : Verify that request executes successfully Catalog Data extract - Classifications Output Filename = any name Perform load = Yes Debug level = 0 Record level commit = No Write Record = Yes Submit 2 Catalog Data extract - Items Verify that request executes successfully Output Filename = any name Perform Load - Yes Debug - 0 Commit - Yes Write - Yes Submit 3 Rebuild Catalog Item - Intermedia Index Verify that request executes successfully Submit Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  21. 21. Doc Ref: Test Specification - 80 - Process Web Requisitions - Special Order - Services Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Test the use of information templates. 80.1 Requester IProcurement > Home Page Welcome Page 80.2 Press the Home tab 80.3 Find a Product or Browse Catalogues Use the item you created in the previous Enter Item = Temp Services exercise (Information Template). Press the GO button 80.4 Select the service Press the Add to Cart button 80.5 Since this item has an Information Template tied to it, the “Special Item Information” screen will appear. 80.6 Enter the following information: Start Date Bldg Location & Floor Contact Name Press the Done button 80.7 Return to shopping by pressing the Shop Returned to search screen button 80.8 Press the Non Catalogue Request tab Non Catalogue Item order screen is returned 80.9 Press the Service billed by quantity selection 80.10 Enter the following information: Required fields are identified by * Category = Misc Item Description Unit of Measure Quantity Currency Rate per Unit Supplier 80.11 Press the Add to Cart button Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  22. 22. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 80.12 Press the Proceed to checkout button Shopping cart page is displayed 80.13 Refer to test 50 to continue process Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  23. 23. Doc Ref: Test Specification - 90 - Process Web Requisitions - Make changes Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Test making changes to requisitions 90.1 Requester IProcurement Welcome Page Home Page Refer to test 50 and training manual for detailed instructions. 90.2 Home 90.3 Copy a line 90.4 Delete a line 90.5 Change Need by Date 90.6 Change charge account 90.7 Change Amount 90.8 Change multiple lines 90.9 Change Ship to Location (check purchase order) 90.10 Change Bill to Location (check purchase order) 90.11 Edit Requisition by charging one line to multiple charge accounts 90.12 Add general description and notes to the buyer 90.13 Create one shopping carts. Save the Cart Reload the cart and add items. 90.14 Refer to test 50 to continue process Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  24. 24. Doc Ref: Test Specification - 100 - Query Web Requisitions Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Search for requisitions using multiple search criteria. 100.1 Requester IProcurement Requisition Status Tab Requisitions 100.2 Change View from Last 10 Requisitions to View changes if appropriate All My Requisitions Press the Go button Select Creation Date Press the Descending option Press the Go button 100.3 Change Sort By Creation Date to View changes if appropriate Requisition Number Press the Go button Click on Ascending option Press the Go button 100.4 Amend Sort By Creation Date to Status View changes if appropriate Press the Go button Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  25. 25. Doc Ref: Test Specification - 110 - Process Web Requisitions - Favorites Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Test the Favorites Functionality. 110.1 Requester IProcurement Welcome Page Home Page 110.2 Home Test adding, deleting and using items from your favorite list. Note: This will not work with exchange items 110.3 Pick 2 Items from Catalog 110.4 Press the Save to my List button after each selection 110.5 Press the Home button 110.6 Browse Lists Press the My Favorite List button 110.7 Select Item 110.8 Press the Delete button 110.9 Select Item 110.10 Press the Add to Cart button 110.11 Refer to test 50 to continue process Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  26. 26. Doc Ref: Test Specification - 120 - Approve Requisitions Test Action Step Role or Path Expected Results Actual Results Notes 1. Test Objectives Verify the approvals are set up correctly 120.1 Manager IProcurement Welcome Page Home Page 120.2 Select the To Do List option 120.3 Click on Requisition Number 120.4 Forward Enter a note Print Box 120.5 Approve Check Print Box Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  27. 27. Doc Ref: Test Specification - 130 - AutoCreate Purchase Orders from Requisitions Test Action Step Role or Path Expected Results Actual Results Notes 1. Test Objectives Test AutoCreate of Pos from requisitions. 130.1 Buyer/Credit Purchasing Super User Responsibility If there is an existing contract or Blanket Clerk >AutoCreate Order, or automatic processes are not running, it will be necessary to AutoCreate Purchase Orders from Requisitions. 130.2 Press the Find button Refer to Data Profile for requisitions Mark requisitions needing POs without Purchase Order numbers. If you do not have one, create a requisition that does not link to a contract. 130.3 Press the Automatic button or Press the Manual button 130.4 Complete the required information and make changes as required If the supplier has not been sourced enter supplier details. 130.5 Press the Create button Note the Purchase Order number. 130.6 Press the Shipments button Enter details of multiple shipments 130.7 Save Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  28. 28. Doc Ref: Test Specification - 140 - Approve Standard Purchase Orders Test Action Step Role or Path Expected Results Actual Results Notes 1. Test Objectives Approve Purchase Orders From the WEB From the Core Apps 1 Buyer/Credit Home Page Clerk 2 Notifications (approve requisitions??) Choose the correct purchase orders to approve 3 Press the Approve button Approve document window appears. Note window with successfully message of appear, Status change to Approve and closed 4 Buyer/Credit Purchasing Super User Responsibility > Choose the correct purchase orders to Clerk purchase orders > purchase orders : Query approve > find all 6 Make changes as required If fields that are required are populated enter details: Supplier details Buyer Price changes 7 Press the Approve button Approve document window appears. Mark the approve box Note Status is change to Approve and Closed. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  29. 29. Doc Ref: Test Specification - 150 - Process Documents for Approvals Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Using the Approval Matrix verify requisitions and purchase orders approve correctly. Note parts of this test may have been done in the testing requisitions to receipts tests. 150.1 Requester Enter a requisition with an amount that Refer to Approval Matrix in Appendix D needs approval from the highest level. 150.2 Forward the requisition to others for their comments 150.3 Ask the team to log in as the required approvers and approve and respond to the notification 150.4 Buyer/Credit Do the same for the Purchase Orders Clerk Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  30. 30. Doc Ref: Test Specification - 160 - Web Receiving Test Action Expected Results Actual Results Step Role or Path Notes Test Test receiving to a PO that has not been Objectives approved. 160.1 Requester Self Service Responsibility > IProcurement > Home Page Press the Receive Items button 160.2 Receive Items Requisitions to receive against are Enter a receipt against one of the requisitions displayed. which was processed in the Web where requisition testing section and has not yet been received. 160.3 Submit Receipt Receipt number generated 160.4 Receive Items Only lines that have not been Check the receipt is no longer available for received are displayed. receiving. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  31. 31. Doc Ref: Test Specification - 170 - Receipt of Goods Against a Purchase Order Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Most of the purchase orders will have been received in test 50 and 160. If you have any outstanding quantities receive them here or create a new requisition and purchase order. 170.1 Buyer/Credit Purchasing Super User Responsibility > Receipt header window is displayed Clerk Receiving -> Receipts 170.2 Enter PO Number Press the Find button 170.3 Press the Header button More details may be recorded if desired. Check New Receipt Note the Receiver Name and Number at Packing Slip (delivery note) Header level. Receipt Date 170.4 Press the Lines button Receipt is entered and processed. Note the Check in the box to the left of the line you Receipt Number on the Data Profile sheet wish to receive. Enter the quantity received Enter other required information 170.5 Save 170.6 View Receiving History 170.7 Find the Purchase Order you want to review. 170.8 Receipts -> Receiving Transaction You should see all the Receipts that have Press the Find button been created against the Purchase Order Enter PO Number 170.9 View Expected Receipts 170.10 Receipts > Receipts Press the Date Ranges button Press the Find button Review the Order Information Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  32. 32. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 170.11 Enter a date range for Promise dates. All the Expected Receipts within your View the Expected Receipts. specified date range should be listed. Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  33. 33. Doc Ref: Test Specification - 180 - AutoInvoice Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Verify invoicing process suits business needs. 180.1 Buyer/Credit Purchasing Super User Responsibility > Clerk Purchase Orders > Purchase Order Summary 180.2 Query all purchase orders entered in the test. Use control totals to verify next step. Note all POs fully and partially received. Calculate expected totals per supplier. Use the following reports to assist you Reports > Run > Purchase Order Detail Report 180.3 Run the Pay on Receipt AutoInvoice Report of invoices created. Totals per program supplier correspond to control totals Reports > Run > Pay on Receipt Auto calculated in previous step. Invoice 180.4 Verify PO status for POs that where fully PO status is closed. received. Reports > Run > Purchase Order Detail Report 180.5 Fully receive one of the partially received POs PO is fully received. from step 1. Receiving > Receipts 180.6 Run the Pay on Receipt AutoInvoice Verify invoice created has the value program including the additional items received. Reports > Run > Pay on Receipt Auto Invoice 180.7 Verify PO status PO status is closed. Reports > Run > Purchase Order Detail Report 180.8 Enter a return for previously received items Verify the received quantity is lowered by Receipts > Return the return quantity 180.9 Run the Pay on Receipt AutoInvoice Verify the Credit Note created includes the program value of the returned items. Reports > Run > Pay on Receipt AutoInvoice Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  34. 34. Doc Ref: Test Specification - 190 - Cancel a Requisition Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Cancel a requisition no longer required. 190.1 Requester Self Service > IProcurement > Requisition Status 190.2 Mark Requisition 190.3 Press the Cancel button 190.4 Do You want to cancel - Yes 190.5 Review Status 190.6 Buyer/Credit Cancel a Requisition Using Core Apps This is not recommended Clerk 190.7 Purchasing Super User > Responsibility > Requisition > Requisition summary 190.8 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. Selecr Cancel Requisition in the action Note status changed to Canceled. window Optional : Enter a reason in the Reason window Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  35. 35. Doc Ref: Test Specification - 200 - Generate Reports Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Review the following reports in the manuals or print them to ensure that the reports address the companies requirements. Review the groupings and access. The standard implementation does not cover any customization of any reports. 200.1 Buyer/Credit Purchasing Super User Responsibility > Clerk Reports>Run 200.2 Select Single Request Submit Request window appear 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 defaults · From Press the Submit button 200.4 To view a report : View > Requests Select View My Request Report : request ID window appear Status is displayed 200.5 Buyer/Credit Suppliers reports: Clerk 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 Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  36. 36. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 200.6 Requisitioner Requisition Reports : Requisition Activity Register Buyer/Credit Purchase Requisition Status Report Clerk Buyer’s Requisition Action Required Report Printed Requisitions Report Rescheduled Requisitions Canceled Requisition Report Requisition Import Requisition Import Exceptions Report Requisition Distribution Detail Report 200.7 Buyer/Credit Purchase Order Reports : Clerk 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 200.8 Buyer/Credit Goods Received Reports : Clerk 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 Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  37. 37. Doc Ref: Test Specification - 210 - Purchasing - Period End Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Verify that the processes defined for the period end address the companies requirements. The other systems and processes of the company must be considered when doing this test. 210.1 Payables Make sure that the : Payables Period is closed 210.2 Buyer/Credit Reports >Run Clerk Run the following reports either as a set or as a single request. Select Month End reports. 210.3 Purchase Order detail report Check status of orders with suppliers. Verify all goods received are entered into Oracle Purchasing or Web Receiving. 210.4 Uninvoiced Receipts Report Analyze your Uninvoiced Non-Inventory receipts before you accrue these receipts. 210.5 Accrual Rebuild Reconciliation Report Analyze and write-off discrepancies. 210.6 Accrual Reconciliation Report Analyze the balance of the receiving accrual accounts 210.7 Accrual Rebuild Reconciliation Report Analyze the balance of the receiving accrual accounts 210.8 Accrual write-off Report Help you by providing supporting detail for you write-off journal entries 210.9 Purchase Price Variance Report Review your received items by PO destination and distribution account 210.10 Receiving Value by Destination Account Report 210.11 Receiving Account Distributions Report Review your accounting distributions for your receiving transactions Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  38. 38. Doc Ref: Test Action Step Role or Path Expected Results Actual Results Notes 210.12 Buyer/Credit Close Purchasing Current Period Period will not be available for further Clerk Change period status for month to closed document entry in Oracle Purchasing. Setup -> Financials -> Accounting -> Control Purchasing Periods 210.13 Close GL Current Period Period will not be available for further Change period status for month to closed Receiving in GL Period. Setup -> Financials -> Accounting -> Control Purchasing Periods 210.14 Open Next GL Period Next month will be available for Receipt Change period status for next month to open Setup -> Financials -> Accounting -> Control Purchasing Periods 210.15 Open the Next Purchasing period Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  39. 39. Doc Ref: Test Specification - 220 - Load Local Catalogue Test Action Step Role or Path Expected Results Actual Results Notes Test Objectives Load local catalogues. 220.1 Administrator - Click on Bulk Load Items & Price Lists eContent Manager 220.2 Browse for File “xxxxxxxxx.txt” and select Press the Start Load Now button 220.3 Check the View Bulk Load Status to verify the job has completed 220.4 Return to IProcurement and search for item(s) from load file Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  40. 40. Doc Ref: APPENDIX Appendix A - Data Sheet Test Control Number : _________________ Tester___________________________ User ________________ Business Business Data / Condition Object Object Initial Login Name TESTER1 Password TESTER Employee Details Last Name First Buyer Name User Name Password Named Employee Name Password Supplier 1 Number Name Site 1 Site 2 Site 3 EDI Number 15791 Supplier 2 Number Name Site EDI Number 15791 Supplier 3 Number Name Site EDI Number 15791 Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  41. 41. Doc Ref: Business Business Data Object Object Condition Contract 1 Number Supplier Amount Blanket Order Number 1 Number Supplier Item/Category Blanket Order Number 2 Number Supplier Item/Category Internal Catalogue Item 1 Number Internal Catalogue Item 2 Number Internal Catalogue Item 3 Number Miraculum Exchange Item 1 Number Supplier Miraculum Exchange Item 2 Number Supplier Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  42. 42. Doc Ref: Business Business Data Object Object Condition Requisition 1 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 2 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 3 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 4 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  43. 43. Doc Ref: Business Business Data Object Object Condition Requisition 5 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 6 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 7 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Requisition 8 Items Ordered Qty Supplier (if known) Amount Requisition Number Purchase Order Number Receipt Number (GRV) Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  44. 44. Doc Ref: Business Business Data Object Object Condition Information Template Name Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  45. 45. Doc Ref: Appendix B - Defect Log DEFECT ID TEST STEP TEST NAME DEFECT DESCRIPTION RESOLUTION RE-TEST BY RE-TEST DATE STATUS (OPEN, NUMBER REFERENCE CLOSED, IN PROCESS) Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  46. 46. Doc Ref: Appendix C - General Comments Test Control Number : _________________ Controller____________________ Date Comments By Whom Contact Number Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  47. 47. Doc Ref: Appendix D - Approval Matrix Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )
  48. 48. 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 Document Control ii File Ref: 20894109-te040-iprocurement-test-script-on-oracle-iprocurement-101018161903-phpapp01.doc (v. )

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