Saturday, December 10, 2016

CRM - Oracle Contracts Test Details

Script: CreatSContract - Create a Service Contract and submit the same for approval.
Login: EBUSINESS/welcome
Responsibility: Service Contracts Manager, Vision Enterprises
Tasks: Create a Service Contract.
Actions:
1.         Double-click Launch Pad.
2.         Select Contract Navigator tab.
3.         Select/highlight “Service” from tree.
4.         Select Tools/New.
5.         Enter:
Operating Unit: Vision Operations
Service agreement: Category field.
6.         Click Create.

Validations:
1.         Oracle Contracts form should appear when Double-click Launch Pad.
2.         Contract Groups tree should appear when select Contract Navigator tab.
3.         Create a New Contract form should appear when select Tools/New.
4.         Service Contracts Authoring form appears when click Create.

Responsibility: “Service Contracts Manager, Vision Enterprises”.
Service Contracts authoring (Vision Operations: USD);

Tasks: Author a Service Contract.
Actions (continued from previous task):
1.         Enter (Service Contracts authoring): Duration: 1
Period: Year
Known as: WR
Description: Service Contract
2.         Click Save icon.
3.         Click Lines tab.
4.         Enter:
Price List Name: corporate
Accounting Rule Name: Immediate
Payment Term Name: 30 Net
Invoice Rule Name: Advance Invoice
5.         Click Parties tab.
6.         Enter:
Role: Customer
Name: AT&T universal Card
7.         Click Save icon.
8.         Enter the following information for contacts: Role: Contract Manager
Name: Able, Ms. Marsha
Role: Salesperson
Name: Jones, Mrs. Lisa
9.         Click Save icon.
10.       Bill To: Account: 1005

Party: AT&T Universal Card
Location: San Mateo (Ops)

Ship To: Account: 1005

Party: AT&T Universal Card
Location: San Mateo (Ops)
11.       Click Save icon.
12.       Click on Party:

Role: Customer
Contacts:
Role: Contract Administrator
Name: Baets, Eric
13.       Click Save icon.
14.       Click Pricing/Billing tab.
15.       Enter:
Price List: Corporate
Accounting Rule: IMMEDIATE
Payment Terms: 30 Net
Invoicing rule: Advance Invoice
Transaction Type: Invoice
16.       Click Save icon.

Validations:
1.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 1 records applied and saved.”
2.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 2 records applied and saved."
3.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 2 records applied and saved.”
4.         There should be a message in the lower left corner of the form, “FRM-40400: Transaction complete: 1 records applied and saved.
5.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 1 records applied and saved.”
6.         There should be a message in the lower left corner of the form, “FRM-40400: Transaction complete: 1 records applied and saved.

Task: Submit the Service Contract for Approval
Actions (continued from previous task):
1.         Select Renewals tab;
2.         Enter:
Process: Manual
Approval: Not Required
3.         Select Administration tab
4.         Enter:
Contract Groups- Group Name: Contracts from Quotes
Workflow Name: Approval Process
Payment details-Credit Card number: 4444333322221111
Expiry: 05/08
5.         Click Save icon.
6.         Select Lines tab.
7.         Enter:
Line Type: Service (default)
Name: WR23763
8.         Click Save icon.
9.         Select Pricing/Products tab.
10.       Enter:
Effectivity –level: Product
Name: Envoy Deluxe Laptop
11.       Click Save icon.
12.       Click Billing.
13.       Enter: Seq No: 1 Periods: 12 UOM/Period: 1 UOM: Month
14.       Click Schedule.
15.       Click OK.
16.       Select Actions/Sales Credits from the main menu.
17.       Enter:
Sales Person: Bacon, Mr. Kevin
Sales Credit Type: Quota Sales Credit
Sales Credit Percent: 100%
18.       Click OK.
19.       Select Actions/Submit for Approval from the menu.
20.       Click Continue Approval.
21.       Close the Application.

Verifications:
1.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 3 records applied and saved
2.         The following message should appear on the message bar: “FRM-40400: Transaction complete: 1 records applied and saved
3.         The following message should appear on the message bar: “FRM-40407: Transaction complete: applied records saved
4.         Schedule table should be populated with data.

5.         Quality Assurance results (Vision Operations: USD) should appear.

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