Thursday, December 8, 2016

Oracle Receivables Test Details

Script: CreAddNewCust - Create and add a New Customer.
Task: Verify Customer Profile Classes are set Properly
Actions:
1.         Navigate: Customers/Profile Classes.
2.         Select View/Query By Example/Enter. Name: Default.
3.         Select View/Query By Example/Run.
4.         Select Profile Class Amounts tab. Check for all currencies Minimum Customer Balance is set to Rate and Value to 5
5.         Select File/Save. Update Options form will be opened,
6.         Select For All Profile options and click OK.
Note window will be opened with Concurrent request ID. Capture the Request ID __________
7.         Click OK in Form: Update Options.
8.         Click OK in Form: Note.
9.         Select File/Close Form
10.       Select View/Requests
11.       Select Specific Request
12.       Enter Request ID from above.
13.       Click Find.
14.       Verify that the request is completed normal.
15.       Select File/Close Form.
16.       Navigate: Customers/Profile Classes
17.       Select View/Query By Example/Enter. Name: Consolidated.
18.       Select View/Query By Example/Run.
19.       Select Profile Class Amounts tab. Check for all currencies Minimum Customer Balance is set to Rate and Value to 5
20.       Select File/Save. Update Options form will be opened,
21.       Select For All Profile options and click OK.
Note window will be opened with Concurrent request ID. Capture the Request ID __________
22.       Click OK in Form: Update Options.
23.       Click OK in Form: Note.
24.       Select File/Close Form
25.       Select View/Requests
26.       Select Specific Request
27.       Enter Request ID from above.
28.       Click Find.
29.       Verify that the request is completed normal.
30.       Select File/Close Form.

Verifications:
1.         Customer Profile classes form opens
2.         The Minimum Customer Balance Rate and Value set to 5
3.         Update Options form opens, For All Profile options selected
4.         Capture the Request ID __________
5.         Find Requests window opens.
6.         Requests form opens.
7.         Requests form closes.
8.         Customer Profile classes form opens.
9.         The Minimum Customer Balance Rate and Value set to 5
10.       Update Options form opens, For All Profile options selected.
11.       Capture the Request ID __________
12.       Find Requests window opens.
13.       Requests form opens.
14. Requests form closes.

Task: Create a New Customer
Actions:
1.         Navigate: Customers/Customers
2.         Click Create.
3.         Enter:
Customer Information:
Organization Name: Sanity Test Inc. (with Timestamp)
Alias: Sanity Test Inc. (with Timestamp)

Account Information:
Account Description: Sanity Test Inc. (with Timestamp)
Account Type (List of Values): External
Profile Class (List of Values): Excellent
Cust GL Class (List of Values): INTL
Cust Price Cls (List of Values): Key
Customer Status (List of Values): Gold

Account Site Address:
Country (List of Values): United States
Address1: 501, First Avenue
City: San Jose
County: Santa Clara
State (List of Values): CA
Postal Code: 95106
Identifying Address check box: Checked (not updatable)
Account Site Details:
Operating Unit: Vision Operations
Context Value: empty

Business Purposes: Context Value: empty Purpose (List of Values): Bill To Primary (Check Box): Checked
4.         Click Add Another Row button. In the new line:
Purpose (List of Values): Ship To
5.         Click the List of Values icon.
6.         Search and Select: Bill To Location page appears.
7.         Enter % in search by field.
8.         Click GO.
9.         In the search results select (Site Bill-to) and click select button.
Create organization page appears with bill to location field filled with (Site Bill-to) Primary (Check Box): Checked
10.       Click Save and add details button.
11.       Page: Customer Account, click Communication sub tab.
12.       Page: Customer Account, click create contact button.
13.       Page: Create Account Contact, enter the following:
Prefix (List of Values): Mr.
First Name: billing (with Timestamp)
Last Name: contact (with Timestamp)
Address 1: 501, First Avenue
City: San Jose
County: Santa Clara
State (List of Values): CA
Postal Code: 95106
14.       Under Contact Roles, click Add Another Role button.
15.       Enter:
Role (List of Values): Bill To
Primary (check box): enabled
16.       Click Apply button
17.       Page: Customer Account, click Apply button.
18 Page: Customers, click Close Window.

Verifications:
1.         Customers Page Appears when Navigate: Customers/Customers.
2.         Create organization page appears when click the “Create” button
3.         Customer Account page is displayed with details like customer when click Save and add details button.
4.         Update Account page is displayed with details like customer when click Apply button.
5.         message will be displayed click Apply button. Confirmation
Your changes have been saved
6.         Navigator comes to focus when click Close Window.

Script: CreateInvoice - Create an Invoice
Task: Create an Invoice
Actions:
1.         Switch Resp to: Receivables, Vision Operations (USA).
2.         Navigation: Transactions/Transactions.
3.         Enter the following data in the transactions form: Source: Manual
4.         Enter the following in the Main tab (ship to region): Name: Sanity Test Inc.
(as entered in the previous step)
5.         Click More tab.
SalesPerson: Smith-Jones, Ms. Dolores%
6.         Click the Save icon to save the data.
7.         Click on the “Line Items” button
8.         Enter the following data into the Lines window: Description: Testing Services
UOM: Each
Quantity: 1
Unit Price: 10,000
Amount: 10,000
9.         Click the save icon to save the line.
10.       Click on the “Distributions” button
11.       Close the Distributions window.
12.       Close the Lines window.
13.       Click main tab.
14.       Enter Immediate in payment term field.
15.       Click save icon.
16.       Click Complete.
17.       Click Incomplete.
18.       Again, click Complete.
19.       Close the Transaction Form.

Verifications:
1.         Click OK in the “Invoice Transaction Flexfield” if it pops up.
2.         Once the Ship To Name is entered, the Bill To information will automatically populate. The Ship Location will need to be entered, then the rest of the Ship To data will fill in.
3.         After saving the Invoice the message should appear:
"FRM-40400: Transaction complete: 1 record applied and saved." Once the record has
been saved, the Number field will be populated.
4.         Note the Invoice Number:_____________________.
5.         The Line Items window should open when click on the “Line Items” button.
6.         After entering the Description, the Tax Code will default in with Location. After entering the Unit price the amount should default in.
After saving the Invoice the message should appear:
"FRM-40400: Transaction complete: 1 record applied and saved." 7.
7.         The accounting window should open without any errors when click on the “Distributions” button. The GL Revenue account should be 01- 430-4110-0000-000.
8.         The Accounting window should close without any errors and the Lines window should come into focus when close the Distributions window.
9.         The Lines window should close without any errors and the Transactions window should come into focus when close the Lines window.
10.       The Complete box in the upper right of the Transactions window should be checked and the message should appear, “FRM-40400: Transaction complete: 1 record applied and saved.” when click on the “Complete” button.
11.       The Complete box in the upper right of the Transactions window should now not be checked and the message should appear, “FRM-40400: Transaction complete: 1 record applied and saved.” when click on the “Incomplete” button.
12.       The Complete box in the upper right of the Transactions window should be checked and the message should appear, “FRM-40400: Transaction complete: 1 record applied and saved.” when click on the “Complete” button again.
13.       The Transaction form should close without any errors and the Navigator should come into focus when close the Transaction Form.

Script: CreateCashRcpt - Cash Receipt and Application
Responsibility:         Receivables, Vision Operations (USA)
Task: Cash Receipt and Application
Actions:
1.         Navigation: Receipts/Receipts
2.         In the Receipts window, enter the following data: Receipt method: Cash (Bank Acct Number xxxxxxx-619) Receipt Number: Unique Number using time-stamp. Receipt Type: Standard
Currency:   USD
Receipt Amount: 10,000
State:Cleared
Functional Amount: $10,000
Transaction Number: Use the Transaction number noted above
All other fields can be left blank.
3.         Save record using the Save icon.
4.         Click on the Apply button.
5.         Click on the Save icon.
6.         Close the Receipt form.

Verifications:
1.         When payment method of Check is entered, the State and functional amount will populate automatically.
2.         If Payment Method window opens up, select the record with Bank Acct Number xxxxxxx-619
3.         Transaction number is entered, the Customer Name, Customer Number, and Customer Location will populate automatically.
4.         On giving the transaction number the following details will be defaulted: Customer Name: Sanity Test Inc.
Customer Number: Number created in one of the previous steps above.
5.         After saving the Receipt the message should appear: “FRM-40400: Transaction complete: 1 record applied and saved.”
The Applications window should appear. The Apply box will be checked for the record, but
not the saved box.
6.         After saving the Invoice the message should appear in the lower left corner of the toolbar: “FRM-40400: Transaction complete: 1 record applied and saved.” The Saved box should now be checked.

7. The receipt form should close without any errors.

No comments:

Post a Comment

Best Blogger TipsGet Flower Effect