Thursday, December 8, 2016

Oracle Purchasing Test Details

Script: CrtSup - Create Supplier and Query Supplier
Task: Create a new supplier with Site
Actions:
1.         Navigate: Supply Base/Suppliers
2.         Set Supplier Type: Standard Supplier
3.         Enter:
Organization Name: POSnck1
Tax Registration Number: 98-654321
Taxpayer ID: 989898
4.         Click Apply.
5.         Click Address Book.
6.         Click Create.
7.         Enter:
Country defaults to United States
Address Line 1: 15544 W JEFFERSON ST
City: REDWOOD CITY
County: SAN MATEO
State: CA
Postal Code: 94062
Address Name: RWC
Language: American English
Address Purpose:
Pay Site: Check
Purchasing Site: Check
8.         Click Continue.
9.         Select Site Name: RWC
Operating Unit: Vision Operations
10.       Click Apply.
11.       Click Quick Update.
12.       Click Key Payment Setups.
13.       Enter:
Terms: Immediate
Term Date Basis: Invoice
14.       Click Save.
15.       Click Home.

Verifications:
1.         Opens Suppliers page.
2.         Opens Update <Sup Name – Sup Num>: Quick Update.
3.         Open Create Address: Site Creation
4.         Opens Update < Sup Name/Sup Num >: Address Book
5.         Confirmation message displays as ‘Changes to Quick Update have been saved’

Script: CrtPo - Create and Approve new Purchase Order
Responsibility: Purchasing, Vision Operations (USA)

Task: Enter a new Purchase Order
Actions:
1.         If pop up list reads “Documents”, click the “Functions” tab.
2.         Navigate: Purchase Orders/Purchase Orders.
3.         Enter:
Operating Unit: Vision Operations
Type: Standard Purchase Order (default)
Supplier: Advanced Network and Devices
Site: SANTA CLARA - ERS
Ship-to: V1-New York City
Bill-to: V1-New York City
Buyer: Stock, Ms. Pat (default) Description (can be left blank)
4.         Move cursor to the Items tab and fill out the following: Item: f11000
Rev: A
Quantity: 5
Price: 3 (default)
5.         Select File/Save from Tools menu
6.         Click OK.
7.         Click Shipments.
(Enter a Promised Date one week from entry date)
8.         Click the More tab and check the following: Receipt Close Tolerance: 10%
Invoice Close Tolerance: 0
Match Approval Level: 3-way
Invoice Match Option: PO
Accrue at Receipt: Check
9.         Click Distributions.
10.       Fill out the following: Requestor: Marlin, Ms. Amy Deliver-To: V1-New York City
11.       Scroll to the right and check: Quantity: 5
12.       Click in the Charge Account field. It should then default to 01.000.1410.0000.000
13.       Save the changes by clicking on the Save icon at the tool bar.
14.       Close the Distributions form by clicking the X in the upper right corner
15.       Close the Shipments form by clicking the X in the upper right corner
16.       Click Approve.
17.       Make sure the E-Mail box is notchecked.
18.       Submit for Approval field should be checked.
19.       Click OK.
20.       Click OK.
21.       Close Purchase Order form by selecting File/Close Form from the pull down menu.
22.       Navigate: Purchase Orders/Purchase Orders
23.       Opens Find Purchase Orders form
24.       Click Clear.
25.       Enter:
Number: < PO Num> created in the prev. step
26.       Verify the PO status is Approved

Verifications:
1.         Purchase Orders form is displayed Type defaults to ‘Goods’
Price defaults to ‘3'
Total field changes to 150.00
2.         A Note will come up when File/Save: This line has no shipments or distributions
3.         PO Rev field will populate the PO number when click OK.
4.         Shipments form displays when click Shipments.
5.         Distributions form is displayed with Type defaulted as Inventory when click Distributions.
6.         Message: “FRM-40400: Transaction complete 2 records applied and saved” when click Save toolbar.
7.         Distributions form closes and returns to Shipments form when close the Distributions form by clicking the X.
8.         Shipments form closes and returns to the Purchase Order Headers form when close the Shipments form by clicking the X
9.         Approve Document window displays when click Approve.
10.       Message box should appear: Note ‘Document has been submitted for approval’ when Click OK.
11.       Message box and Approve Document window closes and returns to Purchase Order Headers form - Status should now be Approved
12.       Purchase Order form closes and returns to Navigator when select File/Close Form.
13.       Status: Approved.

Script: Requistion - Create a Requisition
Responsibility: Purchasing, Vision Operations (USA)
Task: Create a Requisition
Actions:
1.         If pop up list reads “Documents”; click the “Functions” tab
2.         Navigate: Requisitions/Requisitions
3.         Operating Unit : Vision Operations
Type: Purchase Requisition
Description: (Optional)
4.         Move cursor to the Items tab and input the following: Item: CM74123
Rev: A
Quantity: 5
Need-by: 1 wk from entry date
5.         Lower block of Lines form, enter the following: Destination Type: Expense
Organization: Vision Operations
Location: V1- New York City
Source: Supplier
Supplier: Advanced Network and Devices
Site: SANTA CLARA - ERS
6.         Click the Save icon.
7.         Click Distributions.
8.         Enter: Line 1: Qty: 1

Charge Account: 01-000-1570-0000-000
Line 2: Qty: 2

Charge Account: 01-110-1570-0000-000
Line 3: Qty: 2

Charge Account: 01-510-1570-0000-000
9.         Save the record
10.       Close Distributions form by clicking the X in the upper right corner.
11.       Click Approve.
12.       Click OK.
13.       Click OK.
14.       Select File/Close Form to Close Requisitions form.
15.       Navigate: Requisitions/Requisitions Summary to opens the Find Requisitions form.
16.       Click Clear.
Number: <Req Num> Created in the pre step.
17.       Verify that the Requisition Status is Approved.

Verifications:
1.         Requisitions form displays when Navigate: Requisitions/Requisitions.
2.         Items tab:
Type: Goods should default
Category, Description, UOM and Price should default. Total field should show 12.50.
3.         Message: “FRM-40400: Transaction complete 2 records applied and saved” when click Save icon.
Make note of Requisition number.
4.         Distributions form displays when click Distributions.
5.         Requisitions form re-displays when Close Distributions form.
6.         Approve Document box displays with Submit for Approval field being checked when click Approve.
7.         Note pop-up box appears with message: “Document has been submitted for approval.” when click OK.
8.         New, empty Requisition form displays when Click OK.
9.         Requisitions form closes and returns to Navigator when Select File/Close Form.
10.       Navigate: Requisitions/Requisitions Summary
Status: Approved

Script: Autocreate - Autocreate a Purchase Order
Responsibility: Purchasing, Vision Operations (USA)
Task: Autocreate PO
Actions:
1.         If pop up list reads “Documents”; click the “Functions” tab. Navigate: AutoCreate.
2.         Click Clear.
3.         Enter Requisition number from above and click Find.
4.         Verify the following values: Action: Create
Document Type: Standard PO
Grouping: Default
5.         Activate the box in front of the Requisition line.
6.         Click Manual.
7.         Select Tools/Add to Document
8.         Verify the following values: Document: Auto
Line: 1
Requisition Number: (from above)
Line: 1
Item: CM74123
Category: MISC.MISC
UOM: Each
Qty: 10
9.         Click Cancel.
10.       Click Automatic.
11.       Verify the following values:
Supplier: Advanced Network and Devices
Supplier Site: SANTA CLARA - ERS
Currency Source: Default
Currency: USD
Rate Date: Current Date
12.       Click Create.
13.       Verify the following values:
Supplier: Advanced Network and Devices
Supplier Site: SANTA CLARA - ERS
Currency Source: Default
Currency: USD
Rate Date: Current Date
14.       Click Create.
15.       Click OK.
16.       Click OK.
17.       Verify the following values: At Header:
PO, Rev: (per Document number above)
Type: Standard Purchase Order
Supplier: Advanced Network and Devices
Site: SANTA CLARA - ERS
Ship to: M1 - Seattle
Bill to: V1 - New York City
Currency: USD
Buyer: Stock, Ms. Pat
Status: Incomplete
Total: 12.50

At Items tab:
Type: Goods
Item: CM74123
Category: MISC.MISC
UOM: Each
Quantity: 10
Price: 1.25
Promised & Need by Dates: 1 wk from current date
18.       Move cursor to line 1
19.       Click Shipments.
20.       Click More tab and change the Match Approval Level from 2-way to 3-way.
21.       Click Distributions.
22.       Close Distributions form by clicking the X at the right hand corner.
23.       Click Receiving Controls.
24.       Enter Receipt Date-Days Early: 7
25.       Click OK
26.       Close Shipments form by clicking the X at the right hand corner.
27.       Click Approve.
28.       Make sure that the E-Mail box is not checked.
29.       Click OK.
30.       Click OK.
31.       Close AutoCreate to Purchase Orders form by clicking on the X in the right corner.
32.       Close Find Requisition Lines form by selecting File/Close Form from the pull down menu.

Verifications:
1.         Find Requisition Lines form displays when click the “Functions” tab. Navigate: AutoCreate.
2.         Buyer and Ship-To fields clear when click Clear.
3.         AutoCreate Documents form appears with specified requisition displayed when click Find button.
4.         Check box is checked and Line is highlighted when activate the box in front of the Requisition line.
5.         New Document pop-up box appears when click Manual button.
6.         New Document pop-up box disappears and returns to AutoCreate Documents form when click Cancel button.
7.         AutoCreate Documents form is displayed with Document Builder portion shows up at the bottom half
8.         Document Builder line fills in when click Automatic button.
9.         New Document pop-up box appears when click Create button.
10.       Note pop-up box displays: “Autocreate completed successfully. Autocreated 1 requisition lines onto document number when click Create button.
11.       Note pop-up box displays: “No more requisition lines exist to autocreate. Please enter new search criteria.” when click OK button.
12.       AutoCreate to Purchase Orders form appears with newly created purchase order information when click OK button.
13.       Required fields should now display in color when Move cursor to line 1.
14.       Shipments form displays when click on Shipments button.
15.       Distributions form displays when click on Distributions button.
16.       Distributions form closes and returns to Shipments form when click the X.
17.       Receiving Controls window opens when click Receiving Controls button.
18.       Returns to Shipments form when click OK button.
19.       Returns to AutoCreate to Purchase Orders form when click the X.
20.       Approve Document form displays with Submit for Approval button being checked when click Approve button.
21.       Note pop-up box appears: “Document has been submitted for approval” when click OK button.
22.       Note pop-up box closes and AutoCreate to Purchase Orders form returns with Status changed to Approved when click OK button.
23.       AutoCreate to Purchase Orders form closes and Find Requisition Lines form returns when click on the X.
24.       Find Requisition Lines form closes and returns to Navigator when select File/Close Form.

Script: Receipt - Create a receipt against PO created in CrtPo
Responsibility: Purchasing, Vision Operations (USA)
Task: Create a receipt against PO created in CrtPo
Actions:
1.         If pop up list reads “Documents”; click the “Functions” tab
2.         Navigate: Receiving/Receipts.
3.         Select V1-Vision Operations.
4.         Click OK.
5.         Purchase Order: Purchase Order number from Document Number from above
6.         Click Find.
7.         Verify:
New Receipt radio button is activated Supplier: Advanced Network and Devices Receipt Date: current date
Received by: Stock, Ms. Pat
8.         Click on Receipts form which is behind Receipt Header form Verify:
Quantity: 5
UOM: Each
Destination Type: Multiple
Item: f11000
Description: Mouse Pad
Location: V1-New York City
Category: MISC.MISC
In lower portion of form:
Order Type: Standard
Supplier: Advanced Network and Devices
Order: Purchase Order number from Document Number from above
9.         Click in Check Box to the left of the line item
10.       Click the Save icon.
11.       Click Header button
12.       Select File/Close Form to Close Receipts form.

Verifications:
1.         Organizations pop-up box will display when Navigate: Receiving/Receipts.
2.         Find Expected Receipts form displays when click OK button.
3.         Receipt Header form displays when click Find button.
4.         Focus changes to Receipts form at Lines Alternative region when click on Receipts form. Data from Purchase Order defaults.
5.         A check mark should appear in the box when click in Check Box to the left of the line item.
6.         Message: “Transaction complete: 2 records applied and saved” on bottom of toolbar when click the Save icon.
7.         Receipt Header form displays with Receipt number being generated when click Header button. Make note of the Receipt number.
8.         Receipt Header form closes Receipts form closes and returns to Navigator when select File/Close Form.

Responsibility: Purchasing, Vision Operations (USA)
Task: Query the Receipt in Receiving Transaction Summary Form
Actions:
1.         If pop up list reads “Documents”; click the “Functions” tab
2.         Navigate: Receiving/Receiving Transactions
If this is the first time you entered PO you might see the Organizations pop-up box.
3.         Select V1-Vision Operations.
4.         Click OK.
Receipt: Receipt number from above
5.         Click Find.
6.         Verify: Quantity: 5 UOM: Each Destination Type: Multiple Item: f11000

In lower portion of form verify:
Receipt: Receipt number from Actual Results column above
Supplier: Advanced Network and Devices
Order: Purchase Order number from above results
Inspection: Not inspected-Direct Delivery
Current Location: V1-New York City
Enter Subinventory: FGI
7.         Check the box at the left hand column next to Quantity field.
8.         Click the Save icon.

9.         Select File/Close Form to close Receiving Transactions form.

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