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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