R12 Order Management Test Scenarios.xlsx

7/29/2019 R12 Order Management Test Scenarios.xlsx

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Scenario Name Scenario Description Step

01_Confirm

Responsibilities

Aim:To Check the responsibities

assigned to the user

Details:To validate the responsibilities

Result:All the responsibilities areassigned to the user

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02_Printers Setup

Checking

Aim:Printers to be setup

Details:Printers to be setup and confirm

Result:Test printers are setup correctly.

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03_Automate Quote

Creation

Aim:To create quote

Details:Create quote, add attachments

at header and line items, discounts at

header and line items, product

description override, request date, FE

code, FG products (use multiple WHs),

E16, Zoom DFF and regular DFF.

Quote Status = Drafted.Run CFD via

email.

Result:Ensure the appropriate

information is being populated, e.g.,

WH defaulting correctly, config is

working, lines pricing correctly, etc.

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04_Change Status of

Quote to Bid

Aim:To change Quote Status = Bid.

Details:Change quote=Bid and Run

Quote CFD via fax. Validate FileNET PDF

of Quote CFD and compare with the

previewed PDF

Result:Oracle Quote CFD job completed

normal and received fax copy.

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05_Place a Order for

the Quote

Aim:Convert the quote to Order

Details:Quote to be converted to order

Result:Able to submit quote to order.

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06_Automate Order

Creation Process

Aim:Retrieve order created from the

quote

Details:Retrieve order created from

above quote. Ensure all discounts are

reflecting correctly. Book the order

Print SOA / summary SOR.Validate

FileNET PDF of SOA and Summary SOR

and compare with the previewed PDF

and printed

one.Pick/pack/ship/invoice.

Result:All the CFD's are completed

normal and able to pick/pack/

ship/invoice.

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07_Order Creation from

SO - Multiple products

from same WH

Aim:To Order Creation from SO -

Multiple products from same WH

Details:Create Order with multiple lines

from same WHAdd Ship Set. Proceed all the way to

invoice

Do preview for Invoice and save the

previewed PDF

Email the same Invoice and compare

Validate FileNET PDF and compare the

previewed PDF

Result:'1. Ensure the appropriate



working, lines pricing correctly, etc.

2. Invoice generated.

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08_Quote Creation with

ATO Products

Aim:Quote Creation with ATO Products

Details: Create quote, add ATO

products (use multiple WHs). Quote

Status = Bid. Run CFD via email.

Result:Able to create ATO quote.Oracle Quote CFD job completed

normal and received email copy.

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09_Verify Dazal job

completion

Aim:Verify Dazel job completes normal.

Details:Check all the jobs are

completed with normal status

Result:Ensure all dazel job completed

normal during testing.

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10_Verify CFD flow into

Filenet

Aim:CFD flowing into filenet.

Details:CFD flowing into filenet. Check

for quote, soa, sor, packing list, invoice

Result:Ensure all relevant CFD flowing

into the correct filenet.

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11_Credit Only Order Aim:To Create Credit only order

Details:

Copy scenario 6 to a credit order.

Proceed to invoice

Result:Able to copy and Invoice is

generated

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12_Rebill Order Aim:To Create Rebill order

Details:Copy scenario 6 to a rebill

order. Proceed to invoice

Result:Able to copy and Invoice is

generated

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13_Automate Quickship

Orders

Aim:To Create quick ship order

Details:Enter an order for a qty of 5 on

a QS product. Schedule and check the

shipment priority field Unschedule and

increase the quantity to 6. Schedule

the order and check the shipmentpriority filed.

Try item like 82350B etc but check to

ensure they are quick ship product.

Result:Shipment Priority field should be

quickship when there are 5 or less QS

products and standard when there are

6 or more. The configurator should

also force the product to be non-QS

when the quantity is increased

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14_Validate CRD Date

Change

Aim:Validate CRD date for new order

Details:

Create new order with ATO item make

CRD 5 months form today, schedule,

book, unschedule, change CRD to 10

months from today

Result:Promise Date is Auto-Populated

with the first Schedule Arrival date and

it does not change with re-scheduling.

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15_Order Creation from

Sales Order

Aim:Create sales order once the ATP

run is completed

Details:

Create order using the following:

Header & Line Attachments, Discounts,

Multiple products in same WH - AddShip Set.

Result:Ensure the appropriate



working, lines pricing correctly, etc

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16_RDC orders with

Arrival Set

Aim:RDC Order with arrival set.Perform

after ATP Available

Details:Retrieve order created from

quote in scenario 8. RDC = appropriate

info. Book. Print SOA / SOR.

Pick/pack/ship/invoice.

Result:RDC test to ensure RDC process

is working.

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17_RDC orders with

Arrival Set -Multiple

products from Multiple

WH

Aim:To create RDC orders with Arrival

Set -Multiple products from Multiple

WH

Details:Add 4 ATO's models, 1 from F01

, 2 from F03, & 1 from F06. Order will

be routed via RDC, Add Arrival Sets and

verify Ship Method does not change, as

well as SAD's are the same. Then, book

order and verify again

Result:Verify the ship method DOES

NOT change and verify the SAD is the

same for all items.

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18_Checking for CFD

batches

Aim:Check to ensure all CFD printing

job

Details:Ensure the CFD's are printed

Result:Able to print the CFD's

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Step Description(Action)

First check is to ensure appropriate OUs / Responsibilities are

available.e.g., Credit Analyst, SOES, OA Autoinvoice, etc.

Check to see that the printers are set up correctly.

Order Capture - Create quote, add attachments at header and line

items, discounts at header and line items, product description

override, request date, FE code, FG products (use multiple WHs),

E16, Zoom DFF and regular DFF.

Quote Status = Drafted.

Run CFD via email.

Order Capture - Using quote from Scenario 3, change Quote Status

= Bid.Do preview for Quote and save the previewed PDF

Run Quote CFD via fax.

Validate FileNET PDF of Quote CFD and compare with the

previewed PDF


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Order Capture - Using quote from Scenario 4,

Run CFD via print when status is Order Submitted.

Submit quote to order.

Order Management - Retrieve order created from above quote.

Ensure all discounts are reflecting correctly. Book.

Do preview for Ack and save the previewed PDF.

Print SOA / summary SOR.

Validate FileNET PDF of SOA and Summary SOR and compare with

the previewed PDF and printed one.


Order Management - Create order using the following: Header &

Line Attachments, Discounts, Multiple products in same WH - Add

Ship Set. Proceed all the way to invoice.

Do preview for Invoice and save the previewed PDF

- Email the same Invoice and compare - Validate FileNET PDF and compare the previewed PDF


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Order Capture - Create quote, add ATO products (use multiple

WHs). Quote Status = Bid. Run CFD via email.

Log into Order Admin and Submit Quote to Order.

Dazel job completed normal.

CFD flowing into filenet. Check for quote, soa, sor, packing list,

delivery, invoice.

Copy scenario 6 to a credit order. Proceed to invoice.

Copy scenario 6 to a rebill order. Proceed to invoice.


9/15

Enter an order for a qty of 5 on a QS product. Schedule and check

the shipment priority field Unschedule and increase the quantity

to 6. Schedule the order and check the shipment priority filed.

Try item like 82350B etc but check to ensure they are quick ship

product.

Create new order with ATO item make CRD 5 months form today,

schedule, book, unschedule, change CRD to 10 months from

today.


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Order Management - Create order using the following: Header &

Line Attachments, Discounts, Multiple products in same WH - Add

Ship Set.

Perform after ATP Available.

Order Management - Retrieve order created from quote in

scenario 8. RDC = appropriate info. Book. Print SOA / SOR.


Perform after ATP Available

Add 4 ATO's models, 1 from F01 , 2 from F03, & 1 from F06. Order

will be routed via RDC(add RDC Shp Method, and Int Ship To).

Check Availability, Add Arrival Sets (one item at a time) and verify

Ship Method does not change, as well as SAD's are the same.Then, book order and verify again.

Perform after ATP Available

Check to ensure all CFD batch printing job for SOA and Invoice are

not schedule in OTST instance.


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Expected Result

All OUs and Responsibilities are set up correctly.

Test printers are setup correctly.

Ensure the appropriate information is being

populated, e.g., WH defaulting correctly, config

is working, lines pricing correctly, etc.

Oracle Quote CFD job completed normal and

received fax copy.


12/15

1. Oracle Quote CFD job completed normal and

received printed copy.

2. Able to submit quote to order.

1. Oracle SOA job completed normal and

received printed copy.

2. Oracle Summary SOR job completed normal

and received printed copy.

3. Able to pick/pack/ ship/invoice.

Validate the invoice date and the order line

closed date should be same date

1. Ensure the appropriate information is being




Validate the invoice date and the order lineclosed date should be same date


13/15

1. Able to create ATO quote.

2. Oracle Quote CFD job completed normal and

received email copy.

3. Able to submit quote to order in Order Admin

resp.

Ensure all dazel job completed normal during

testing.

Ensure all relevant CFD flowing into the correct

filenet.

1. Able to copy.2. Invoice generated.

1. Able to copy.



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Shipment Priority field should be quickship when

there are 5 or less QS products and standard

when there are 6 or more. The configurator

should also force the product to be non-QS

when the quantity is increased.

Promise Date is Auto-Populated with the first

Schedule Arrival date and it does not change

with re-scheduling.


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Ensure the appropriate information is being



RDC test to ensure RDC process is working.

Validate the invoice date and the order line

closed date should be same date

Verify the ship method DOES NOT change and

verify the SAD is the same for all items.

Validate that the production CFD batch printing

job for SOA and Invoice have been cancelled by

IT team after the refresh.

R12 Order Management Test Scenarios.xlsx

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