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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