Script: Script:
BkNewSaleordr - Book a New Sales Order.
Login:
operations/welcome
Responsibility:
Order Management Super User, Vision Operations (USA)
Task:
Enter and book a simple New Sales Order for an existing Customer.
Actions:
1. Navigate: Orders, Returns/Sales Orders
2. Enter:
Customer
(List of Values): American Telephone & Telegraph
Order
Type(List of Values): Mixed
3. Verify:
Customer
Number: 1001 (default)
Order
date: current date (default)
Price
List: Corporate (default)
Salesperson:
Sellect, Mr. Thomas (default)
Bill
To Address: New York (OPS) (default)
Ship
To Address: New York (OPS) (default)
4. Click the Others tab.
5. Click the Line Items tab. If necessary,
close Availability message box using the ‘X’ in the upper right corner.
Item
(List of Values): CM28287 Mouse
Quantity:
5
6. Make note of the order number.
7. Scroll right using bottom scroll bar.
8. Click the Pricing tab.
9. Click the Shipping tab.
10. Click the Addresses tab.
11. Click the Save icon.
12. Click Book Order.
13. Click OK.
14. Select File/Close Form to close the Sales
Order form.
Verifications:
1. Sales Order form/Main Tab region is
displayed when Navigate: Orders, Returns/Sales Orders
2. Sales Order form/Order
Information>Others is displayed with various default data whn click the
Others tab.
3. Sales Order form/Line Items/Main is
displayed when click the Line Items tab. Availability pop-up box will appear if
Tools/Auto Schedule from Menu Bar: Yes. Availability pop-up box closes and
focus returns to Line Items/Main Tab region when click
the
the ‘X’.
Default
values:
UOM:
Ea (default)
Selling
Price: 43.00 (default)
Line
Type: Standard (Line Invoice) (default)
Tax
Code: Location (default)
4. Sales Order form/Line Items/Pricing is
displayed when click the Pricing tab. Extended: blank and non-updateable
5. Sales Order form/Line Items/Shipping is
displayed when click the Shipping tab. Warehouse:M1 (default)
6. Sales Order form/Line Items/Addresses
is displayed when click the Addresses tab. Ship-to Location: New York (OPS)
(default)
Bill
To Location: New York (OPS) (default)
7. Message appears: “FRM-40400:
Transaction complete: 1 records applied and saved.” when click the Save icon.
8. Note pop-up box appears: “Order has
been booked.” when click Book Order.
9. Focus returns to Sales Order form/Order
Information/Main Tab Region when Click OK. Entry Status: Booked
10. Sales Order form closes and focus returns
to Navigator when select File/Close Form.
Script:
PckRlseLnItm - Pick-Release the Line Item.
Responsibility:
Order Management Super User, Vision Operations (USA)
Task:
Pick-release (Release Sales Orders For Picking) the line item.
Actions:
1. Navigate: Shipping/Release Sales
Orders/Release Sales Orders
2. Enter:
Document
Set: All Pick Release Documents
Order
Number : (frolm BkNewSaleordr)
3. Verify:
Customer:
American Telephone and Telegraph (default)
Order
Type: Mixed (default)
4. Click the Inventory tab
5. Enter data for Inventory Move Order
interface: Warehouse: M1
6. Click the Shipping tab. Auto Delivery:
Yes Auto Pick Confirm: Yes Auto Ship Rule: Null
7. Click Concurrent.
8. Click OK.
9. Select File/Close Form to close the
Release Sales Order for Picking form.
10. Select View/Requests from the Menu Bar.
11. Click Find.
12. View picking reports by selecting Pick
Slip Report.
13. Click View Output.
14. Close the Report by clicking “X” in the
upper right corner.
15. Select File/Close Form to Close the
Requests form.
Verifications:
1. Release Sales Order for Picking form is
displayed when Navigate: Shipping/Release Sales Orders/Release Sales Orders.
Customer:
American Telephone and Telegraph (default)
Order
Type: Mixed (default)
2. Release Sales Orders For Picking
form/Inventory tab region is displayed when click the Inventory tab.
3. Note pop-up box displays: “APP-ONT-250831:
Your concurrent request ID is nnnnnn” when click Concurrent button.
Request
ID: ______________________
Batch
number appears in Batch field on form. Batch Number: ______________________
4. Message: “FRM-40400: Transaction
complete: 1 records applied and saved” when click OK button.
5. Release Sales Order for Picking form
closes and focus returns to Navigator when select File/Close Form.
6. Find Requests form is displayed when
click Find button.
7. Requests form appears listing two
Requests for Picking process. Verify processes completed with no errors.
Pick
Selection List Generation Request ID: ______________________
Pick
Slip Report Request ID: ____________________
8. Review Pick Slip report when select
Pick Slip Report.
9. Report closes and returns to Requests
form when click “X”.
10. Requests form closes and focus returns to
Navigator when select File/Close Form.
Responsibility:
Order Management Super User, Vision Operations (USA)
Task:
Verify Container item ‘A1 DOM’ properties
Actions:
1. Navigate: Inventory/Items/Master Items
2. Select M1 and click OK button.
3. Select View/Query By Example/Enter.
Enter Item : A1 DOM
4. Select View/Query By Example/Run.
5. Click Tab Region: Inventory
6. Check Inventory item, Stockable, and
Transactable checkboxes.
7. Select File/Save.
8. Select File/Close Form to close the
Master Item (V1) form.
Validations:
1. Organizations form is displayed when
Navigate: Inventory/Items/Master Items.
2. Master Item (V1) form is displayed when
Select M1 and click OK button.
3. Transaction should be saved when select
File/Save.
4. Master Item (V1) form closes and focus
returns to Navigator when select File/Close Form.
Script: ShpCfmItms
- Ship Confirm items
Responsibility:
Order Management Super User, Vision Operations (USA)
Task:
Ship Confirm items on Sales Order (to pack and ship the line item)
Actions:
1. Navigate: Shipping/Transactions
2. Enter:
Order
Number : (from above) in both fields
3. Click Find.
4. Select Create LPN’s and Click Go.
5. Enter: Organization: M1 Item: A1 DOM
6. Click OK.
7. Pack the Delivery
8. Click Details.
9. Enter:
Quantity
Shipped: 5
10. Select Pack from the Actions list.
11. Click Go.
12. Click Find.
13. Select the Container that was created in
the previous step and click OK.
14. Click Done.
15. Ship Confirm the Delivery.
16. Select Delivery tab
17. Select Ship Confirm from the Actions
list.
18. Click Go.
19. Enter:
Ship
entered quantities: Yes
Ship
Method: DHL
20. Confirm:
Checkbox
Defer Interface: No (unchecked)
Document
Set: Ship Confirm Documents
21. Click OK.
22. Click OK.
23. Click the Path by Trip Tab Region. Note
the number in the Name column.
24. Selecting File/Close Form to close the
Shipping Transactions form.
25. Select View/Requests.
26. Click Find.
27. Select File/Close Form to close the Requests
form.
Verifications:
1. Query Manager is displayed when
Navigate: Shipping/Transactions.
2. Shipping Transactions form is displayed
when click Find.
Line
number is defaulted
Line
Status is Staged or Pick Confirmed
3. Create LPNs window displays when click
Go.
4. Create LPNs window closes and focus
returns to Shipping Transactions form when click OK.
New
line is created with container id.
Cursor
is still located on the non-container Item line
5. Line window displays when Click Details
button.
6. Containers List of Values box displays
with available values when click Go.
7. Delivery tab region displays with
defaulted values.
You
may get a message that the container does not meet the minimum fill percent.
Click
OK.
8. Confirm Delivery window displays with
defaulted values
9. Message box displays:“Submitted n out
of n documents for this document set. (REQ_IDS= nnnnnn,nnnnnn,nnnnnn)”
or
Message
box displays: “Trip Interface request nnnnnn has been submitted”
Trip
Interface request Number: ____________________
10. Shipping Transactions form closes and
focus returns to Navigator when select File/Close Form.
11. Find Requests form is displayed when
click Find.
12. Requests form appears Verify processes
completed with no errors.
13. Requests form closes and focus returns to
Navigator when select File/Close Form.
Script:
RunVryWkflgn - Run Workflow Background Process
Workflow
for Transaction Type: Mixed should contain automated background workflow
process which Invoices and Closes the Order and Order Line once shipment is
confirmed. If Workflow for Transaction Type: Mixed do not run, then follow the
below steps.
Running
the Workflow Background Process will trigger the Autoinvoice Master Program.
Responsibility:
Order Management Super User, Vision Operations (USA)
Task:
Run the Workflow Background Process to process orders
Actions:
1. Navigate: Reports, Requests/Run
Requests
2. Click OK button to submit single
request and to bring up Submit Request form. Name: Workflow Background Process
Parameters:
Item
Type: OM Order Line
Process
Deferred: Yes
Process
Timeout: Yes
Process
Stuck: No
3. Click OK.
4. Click Submit. Request ID:
______________________
5. Select View/Requests.
6. Click Find.
7. View/Query By Example/Enter
8. Check whether the Autoinvoice Master
Program is run as a part of Workflow Background Process
9. Check the Parameters of the Autoinvoice
Import Program. Name: Autoinvoice Import Program
10. Check for the Order Number <created
above in the script> in the Parameters of the Autoinvoice Import Program.
Verifications:
1. Parameters window displays when
Navigate: Reports, Requests/Run Requests
2. Find Requests form is displayed when
click Find.
3. Requests form appears.
4. Verify processes completed with no
errors.
5. Order Number should be present in the
Parameter of the Autoinvoice Import Program and Autoinvoice Import Program
should complete successfully.
Script: VeriInvoice
- Verify AutoInvoice Run and Invoice Details
If
Workflow Background Process does not trigger the Autoinvoice Master Program,
then run the Autoinvoice Master Program Explicitly, as given below.
Task:
Run Autoinvoice Master Program
Actions:
1. Navigate:
Receivables/Interfaces/Autoinvoice
Name:
Autoinvoice Master Program Parameters:
Organization:
Vision Operations
Invoice
Source: ORDER ENTRY
Default
Date: Current Date
(Low)
Sales Order Number: Sales Order Number (from above)
(High)
Sales Order Number: Sales Order Number (from above)
2. Click OK.
3. Select File/Close Form to close the
Requests form.
Verifications:
1. Parameters window displays.
2. The following requests will be
generated: Autoinvoice Master and Autoinvoice Import Program
3. Verify processes completed with no
errors.
4. Requests form closes and focus returns
to Navigator.
Script: VrfInvoice
- Verifies the Transaction Number and other defaults of the Order.
Task:
Get the Transaction Number from the Sales Order
Actions:
1. Navigate: Orders, Returns/Order
Organizer
Form:
Find Orders/Quotes
2. Enter:
Order
Number: Ord_Num from above.
3. Click Find Button
4. Click the Lines tab.
5. Click Actions.
6. Select Additional Lines Information
from the Actions Window.
7. Click Ok.
8. Click the Invoices/Credit Memos tab.
9. Note down the Transaction Number from
the Number filed.
10. Close the Form.
Verifications:
1. Form Order Organizer opens.
2. Actions Window opens when click
Actions.
3. Additional Lines Information window
opens when click Ok.
Responsibility:
Receivables, Vision Operations (USA)
Task:
Verify Invoice for Sales Order created in AR
Actions:
1. Navigation : Transactions/Transactions
2. Click on ‘View/Find’.
3. Enter the Transaction number, as
captured in the first script above, and click Find.
4. Verify whether the transaction is
retrieved (available in AR).
5. Click Line Items.
6. Verify Order Item: Is CM28287. Quantity
is 5. Selling Price is ‘43’.
7. Verify the Line Total and Tax amount.
8. Click on ‘Sales Order’ tab.
9. Capture the Sales Order number
10. verify that the source is shown as ‘Order
Entry’.
11. Close the Transactions form.
12. Exit the application and close all
browsers.
Verifications:
Find
Transactions window is displayed.
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