business process procedures · web viewto create and process or just display erp sales quotations...

EHP3 for SAP CRM 7.0

April 2014

English

Integrated ERP Order and Quotation Management (C64)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Test Script

SAP Best Practices Integrated ERP Order and Quotation Management (C64): Test Script

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Contents

1 Purpose................................................................................................................................................................................................................ 5

1.1 Purpose of the Document.............................................................................................................................................................................. 5

1.2 Purpose of Integrated ERP Order and Quotation Management.................................................................................................................... 5

2 Prerequisites......................................................................................................................................................................................................... 5

2.1 System Access.............................................................................................................................................................................................. 5

2.2 Roles............................................................................................................................................................................................................. 6

2.3 Master Data, Organizational Data and Other Data........................................................................................................................................ 6

2.4 Business Conditions...................................................................................................................................................................................... 7

3 Process Overview Table....................................................................................................................................................................................... 7

4 Testing the Process Steps.................................................................................................................................................................................... 8

4.1 Create an ERP Quotation with Reference to an Opportunity......................................................................................................................... 8

4.2 Create an ERP Quotation Without Reference to an Opportunity.................................................................................................................10

4.3 Create an ERP Sales Order form a Quotation............................................................................................................................................. 12

4.4 Create an ERP Sales Order Without Reference.......................................................................................................................................... 14

5 Appendix............................................................................................................................................................................................................. 17

5.1 Process Chains............................................................................................................................................................................................ 17

5.1.1 Preceding Processes............................................................................................................................................................................ 17

5.1.2 Succeeding Processes......................................................................................................................................................................... 17

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Integrated ERP Order and Quotation Management

1 Purpose

1.1 Purpose of the DocumentThis document provides a detailed procedure for testing the scope item Integrated ERP Order and Quotation Management after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-project-specific steps must be added.

Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before handover to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before handover to the customer, unless deemed helpful to explain the larger context.

1.2 Purpose of Integrated ERP Order and Quotation ManagementYour sales employees can use Integrated ERP Order and Quotation Management to create and process or just display ERP sales quotations or sales orders without leaving the CRM Web Client user interface. The sales transactions are not replicated from CRM to ERP. That means, the quotations and orders are stored in SAP ERP, but can be processed directly from the SAP CRM user interface. Note: This process is not available with the CRM standalone deployment option of the SAP CRM rapid-deployment solution.

2 Prerequisites

This section summarizes all prerequisites for the test in terms of system, user, master data, organizational data, and other test data and business conditions.

2.1 System Access The test should be conducted with the following system and users:

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Type of Data Details

System System <Provide details on how to access system, e.g. system client or URL>

Standard User BP Sales Employee User ID SALES_EMPL, Password welcome

2.2 RolesFor non-standard users, the following roles must be assigned to the system users testing this scenario:

Business Role Business Role Id Process Step Sample data

BP Sales Employee YBP_SLS_EMPL See Process Overview Table Michael Curtis,User SALES_EMPL, password welcome

2.3 Master Data, Organizational Data and Other DataThe organizational structure and master data of your company was created in your system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company

Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline package, you can use the following Baseline package scenario data:

Data Sample Value Details Comments

<CUSTOMER> 100000

<DATE> form: dd.mm.yyyy Date should make sense in context.

<PRODUCT> H11

<CONTACT PERSON>

Depending on your choice in the beginning – see the Partner tab page.

<SALES MANAGER> 10000

<SALES EMPL> 10010

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2.4 Business ConditionsBefore this scope item can be tested, the following business conditions must be met:

Business Condition Comment

1 <ScopeItem_BusinessCondition>

2 < ScopeItem_BusinessCondition>

3 Process Overview Table

The scope item Integrated ERP Order and Quotation Management consists of several steps provided in the following table.

Process step Business condition Business role Expected resultsCreate an ERP Quotation Additional data collected Sales Employee Quotation created

Create an ERP Sales Order form a Quotation

Quotation created and accepted by customer

Sales Employee Sales order created

Create an ERP Sales Order without Reference

Quotation created and accepted by customer

Sales Employee Sales order created

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4 Testing the Process Steps

This section describes test procedures for each process steps that belongs to this scope item.

The test should take approximately 1 ½ to 2 hours.

4.1 Create an ERP Quotation with Reference to an Opportunity

PrerequisiteThe Opportunity Management Scenario needs to be implemented first. If you have not implemented this scenario, you can skip this step.

PurposeUse this procedure to create an ERP quotation directly based on an existing opportunity within the CRM WebClient.

See Note 1236015 CRM UI for ERP Documents with regard to the displayed fields during transaction creation.

ProcedureTest Step #

Test Step Name Instruction User Entries:Field Name: Value

Expected Result Pass / Fail / Comment

1 Log on Log on to the CRM WebClient as sales employee.

The Home page appears.

2 Search for Opportunity

In the navigation bar, choose Sales Cycle → Search → Opportunities.

Enter the necessary search criteria and click Search.

Search Result View is displayed.

You can continue with step 3 if you are already on the Opportunity Overview page.

3 Select Select the required opportunity by The Opportunity overview page

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Test Step #



Opportunity clicking the opportunity description.

opens.

4 Change the Sales Stage

In assignment block Opportunity Details choose Edit and make the required entries.

Sales Stage: Quotation The Chance of Success changes to 50%.

5 Save Choose Save. The system saves the opportunity.

6 Create Follow-up On the BP Opportunity screen, choose the function Create Follow-Up from the work area toolbar. The system needs to save your current opportunity to create a quotation.

The Follow-Up menu appears.

7 Select Quotation Transaction

The system offers you several transaction types for creating a follow up. Choose Category Description ERP Quotation / Transaction Type Description Quotation (You may have to scroll down to find this entry).

In the upcoming Web page dialog Follow up – Select Items, choose the proposed transaction.

8 Select Contact The system may offer you several business partners that are created as contact persons for the opportunity’s business partner. Choose the respective partner.

9 Enter Valid to Date

Enter a Valid to date.

10 Save Choose Save. A follow-up quotation based on

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Test Step #



Choose Back.

Normally, the quotation now passes through a phase of iterative changes, such as price changes or changes in the amount of the items.

the existing opportunity has been created.

4.2 Create an ERP Quotation Without Reference to an OpportunityPurposeUse this procedure to create a CRM quotation directly within the CRM WebClient.

Procedure

Test Step #



1 Log on Log on to the CRM WebClient as sales employee.

The Home page appears.

2 Create ERP Quotation

In the navigation bar, choose

Sales Cycle Create: ERP Quotation

The ERP Quotation page appears.

3 Add Quotation Data

Make the required entries.

If a selection screen appears, select a sales organization.

Press Enter.

Sold-to Party ID: <CUSTOMER>

Valid To: <DATE>

In case a partner function (for example, Ship-To Party) has been assigned to the business partner more than once, the system comes up with a selection dialog box, where you can choose the

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Test Step #



valid partner function.

4 Add Product Details

Enter a product ID (for example, H11) and the respective quantity.

Press Enter.In case there are open quotations or open contracts for this customer/product combination available in the system, a dialog box appears indicating the open documents. If necessary, you can choose a document from this list. The system will then copy the item from the open document into the current quotation document.

5 Select Proposed Item

To get information about the products the customer has recently ordered in his past orders, select More Propose Items from Past Orders from the navigation bar within the Items assignment block.

If you do not want to select one of the lines, simply close the window on the top right-hand corner. Enter the ordered quantity in a proposed product line item (for example, H12).

Press Enter.

The system displays a dialog box with a list of recently posted orders. You can now select one of the proposed orders and new items with the products of the selected order will be created in your current sales quote. In case the selected order contains the same products that you have already entered in the sales quote, the order items will not be copied again in the sales quote.

6 Substitute Entered Product

To substitute the originally entered product, select Substituted due to Product Proposals from the list of rejection reasons from the dropdown list in the Rejection

The original item will be kept within the quotation, but will be

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Test Step #



Status column in the Details screen of the item.

rejected and will not be available for follow-up processes.

7 Add additional Item Details

For more details about the sales order item, choose Edit in the Actions column of the Items assignment block.

8 Check Incompletion Log

Check whether there are entries in the assignment block Incompletion Log and enter missing data if required.

There are no incompletion entries.

9 Save Choose Back and Choose Save.

Depending on the organizational setup of the company, the quotation now passes through a phase of iterative changes, such as price changes or changes in the amount of the items, or various approval processes.

ERP quotation has been created.

4.3 Create an ERP Sales Order form a QuotationPurposeThe ERP Quotation that was created in the preceding step can be converted into an ERP Sales Order.




1 Search for ERP Quotation

Access the activity by choosing the following navigation options, or continue with the preceding

Search Result View becomes available.

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Test Step #



activity if you are already in the maintenance transaction for ERP Quotations.

Sales Cycle Search: ERP Quotations

2 Select Quotation

Search for the ERP quotation created in the preceding activity.

Open the quotation by clicking the hyperlink.

Quotation transaction is opened.


Check whether there are entries in the Incompletion Log assignment block; enter missing data if required and save your entries.


4 Create Follow-up

Choose Create Follow-Up from the work area toolbar. The system needs to save your current quotation to create a sales order.

The system will copy the information from the quote directly into the sales order.

5 Select ERP Sales Order Transaction

The system offers you several transaction types to create a follow up. Choose ERP Sales Order / Transaction Type Description Standard Order (you may have to scroll down to find this entry).

6 Copy Products In the dialog box that appears, select the item to be copied.

Note that the item rejected due to product proposals will be displayed in the dialog box, but cannot be copied into the sales order.

7 Enter Purchase Order Number

Enter a value in the External Reference field (purchase order

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Test Step #



number).

8 Add additional Item Details

For more details about the sales order item, choose Edit in the Actions column of the Items assignment block.


Check whether there are entries in the Incompletion Log assignment block, and enter missing data if required.


10 Save Choose Save. ERP sales order has been created based on the data of the quotation.

4.4 Create an ERP Sales Order Without ReferencePurposeYou can also create an ERP sales order directly without reference to an opportunity or a quotation.

Certain restrictions apply to this function. Therefore, it should only be used by sales employees that occasionally work in SAP ERP. You can find detailed information about these restrictions in SAP Note 1078575.

Additional functionality is available depending on the configuration of the SAP ERP sales order used, for example, free goods or material determination.See SAP Note 1236015 for details regarding supported ERP sales order functionality in the CRM WebClient UI.




1 Create ERP Sales Order

Access the transaction by choosing the following navigation

The ERP Quotation page appears.

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http://service.sap.com/sap/support/notes/1078575


Test Step #



option:

Sales Cycle Create: ERP Sales Order

2 Add Sales Order Data

Make the required entries.

Select a partner in case of multiple selection options.

Select a sales organization if a selection screen appears.

Sold-To Party ID: <CUSTOMER>

<Partner function> (select from multiple ship-to parties)

Product ID: <PRODUCT>

Qty (Qty): Enter a quantity

After entering the Product ID and quantity, the net value is automatically filled in the Items and ERP Sales Order Details assignment blocks.

In the Parties Involved assignment block, the Sold-to party, Ship-to party, Payer and Bill-to fields are automatically filled.

In case there are open quotations or open contracts for this customer/product combination available in the system, a dialog box appears indicating the open documents. If necessary, you can choose a document from this list. The system will then copy the item from the open document into the current quotation document.

3 Enter Purchase Order Number

Enter an external reference number (for example, purchase order number).

4 Check Price Details

A detailed price calculation can be found in the Price Details assignment block.

You can check price details.

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Test Step #



5 Check Availability of the Product

To display the availability of the product, proceed as follows:

In the Items assignment block, choose Edit in the Actions column for the product.

Choose Back.

Identical entries in columns Confirmed Qty and Order Qty indicate a successful availability check in SAP ERP with the creation of a customer requirement.

6 Select Proposed Item

To get information about the products the customer has recently ordered in his past orders, select More Propose Items from Past Orders from the navigation bar within the Items assignment block.

Enter the ordered quantity in a proposed product line item (for example, H12).

Press Enter.

The system displays a list of recently posted orders. You can now select one of the proposed orders and new items with the products of the selected order will be created in your current sales quote. In case the selected order contains the same products that you have already entered in the sales quote, the order items will not be copied again in the sales quote.

7 Substitute Entered Product

In case you want to substitute the originally entered product, select Substituted due to Product Proposals from the list of rejection reasons from the dropdown list in the Rejection Status column.

Additional functionality is available depending on the configuration of the SAP ERP sales order used, for example free goods or material determination.See SAP Note 1236015 for details regarding supported ERP sales

The original item will be kept within the sales order, but will be rejected and will not be available for follow-up processes.

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Test Step #



order functionality in the CRM WebClient UI.


Check assignment block Incompletion Log for entries and add missing values if required.


9 Save Choose Save. A sales order has been created directly in the ERP system.

5 Appendix

5.1 Process ChainsThis appendix is merely for internal reference. Delete before handover to customer unless relevant for e.g. A2O reasons.

The process to be tested in this test case is part of a chain of integrated processes.

5.1.1 Preceding ProcessesYou may first have completed the following business processes and conditions before you start with the test steps:

Process Business Condition

Opportunity Management (C63) Opportunities created as part of process C63 – Opportunity Management can be used to create a follow-up ERP Quotation.

5.1.2 Succeeding ProcessesAfter completing the activities in this test case, you can continue testing the following business processes:


Sales Order Processing: Sale from Stock (109) Sales Order created as part of process C64 – Integrated Order and

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Quotation Management, can be used for subsequent sales order processing such as delivery, picking, goods issue and billing procedure.

Returnables Processing (120) Sales Order created as part of process C64 – Integrated Order and Quotation Management, can be used for the subsequent returnables processing such as delivery and adding of returnable packaging.

Rebate Processing: Free Goods (121) Sales Order created as part of process C64 – Integrated Order and Quotation Management, can be used for subsequent rebate processing.

Sales Order Processing with Collective Billing (205) Sales Order created as part of process C64 – Integrated Order and Quotation Management, can be used for sales order processing with collective billing such as subsequent collective run for deliveries, picking, goods issue and collective billing run.

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