entering a standard purchase order_test

7/31/2019 Entering a Standard Purchase Order_TEST

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Purpose of Test

Test HistoryDate Tester Pass/Fail Notes

Time to Test

Estimated Time

Actual Time

Test Setup

Last changed on:10/29/2010 10:39:00 PM Page 1


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Test Procedure

Step Action Input Expected

Results

Pass Fail

1. Begin by navigating to the Purchase

Orderspage.

Click the Procurement tab.

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Pass Fail

2. Click the vertical scrollbar.



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Results

Pass Fail

3. Navigate down to Purchasing, Vision

Operations.

Click the Expand button.


Results

Pass Fail




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Results

Pass Fail

5. Navigate to Purchase Orders.

Click the Expand button.



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Results

Pass Fail




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Results

Pass Fail

7. Click the Purchase Orders link.

8. In the Purchase Orderspage, you willenter the details for the four major

components of a purchase order: the header,

lines, shipments, and distribution details.

The header details include the suppliers

name/number and address (through sites),

basic ship-to and bill-to addresses (through

locations) and a status of the new standard

purchase order you are creating.


Results

Pass Fail

9. Click in the Operating Unit field.



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Results

Pass Fail

10. Enter the desired information into the

Operating Unit field. Enter a valid value

e.g. "Vision Operations".



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Results

Pass Fail

11. The list of values in the Supplier field

contains active suppliers.

Click in the Supplier field.


Results

Pass Fail


Supplier field. Enter a valid value e.g."Office Supp%".

13. The Ship-To and Bill-To fields will default

based on the supplier and

site you select.



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Results

Pass Fail

14. The list of values in the Site field contains

active sites that are designated as

purchasing sites on the General tabbed

region for the site.

Click in the Site field.



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Results

Pass Fail

16. Click in the Description field.


Results

Pass Fail


Description field. Enter a valid value e.g.

"Standard Purchase Order".



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Results

Pass Fail

18. In the Lines tab, you will enter the details

of the goods or services ordered, including

the name, quantity and price.

Enter the goods or services you want to

order including the quantities, price, need-

by date, notes to supplier, and price

reference information.

You can order system items that you stock

in inventory. The inventory item remains an

asset until you consume it. You control the

inventory for inventory items by quantityand value. You recognize the cost of an

inventory item as an expense when you

consume it or sell it.

You can also order one time expense items.

Expense items also known as non-asset

items include anything you make, purchase,

or sell including components,

subassemblies, finished

products, or supplies that does not carry a

cost.



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Results

Pass Fail

19. The system automatically generates a

unique line number for each line you create.

The value in the Type field that defaults to

the new lines is the value set as the defaultin the Purchasing

Options. If you enter a system item, the type

set on the items definition will override the

original defaulting value if necessary.

Click in the Item field.


Results

Pass Fail

20. Select a value if you are ordering an itemthat is defined in the item master.

Once you select the item, the category,

description, UOM and price fields will

populate based on the item definition.

Enter the desired information into the Item

field. Enter a valid value e.g. "AS54888".



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Results

Pass Fail

21. In the Quantity field, enter the total

quantity you want to order.

Click in the Quantity field.



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Results

Pass Fail


Quantity field. Enter a valid value e.g.

"10".



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Results

Pass Fail

23. Click in the Price field.

Step Action Input ExpectedResults

Pass Fail

24. Click the horizontal scrollbar.



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Results

Pass Fail

25. In the Promised field, enter the delivery

date to which the supplier has committed to

you.

Click in the Promised field.



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Results

Pass Fail


Promised field. Enter a valid value e.g.

"25-OCT-2007".



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Results

Pass Fail



Results

Pass Fail

28. Click in the Need-By field.



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Results

Pass Fail

29. Enter the desired information into the Need-

By field. Enter a valid value e.g. "25-OCT-

2007".



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Results

Pass Fail

30. Click the Shipments button.

orPress [Alt+i].

31. In the Shipments page, you will specify the

details of when and where to deliver items.

Enter the values for inventory

organizations, ship-to locations, and the

date you want your supplier to deliver the

items on the purchase order line. A

purchase order line with a quantity of six

items can, for example, have two scheduled

shipments on separate dates.32. In the Org field, if you are using a system

item, select the inventory organizations inwhich the item is defined.

33. In the Ship-To field, select the location

whose associated organization matches the

organization in the previous field.

34. In the UOM and Quantity fields, the first

shipment line for any item will default with

the full quantity and UOM.

If you decrease this quantity, OraclePurchasing will automatically default the

remaining quantity ordered that has not yet

been placed on the shipment line on the

next shipment line you create.



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Results

Pass Fail

35. Click in the Quantity field.



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Results

Pass Fail


Quantity field. Enter a valid value e.g. "5".


Results

Pass Fail

37. Click in the Num field.



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Results

Pass Fail

38. Click in the Ship-To field.



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Results

Pass Fail

39. Enter the desired information into the Ship-

To field. Enter a valid value e.g. "Vict%".


Results

Pass Fail




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Results

Pass Fail




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Results

Pass Fail

42. Click the Distributions button.

orPress [Alt+D].

43. In the Distributionspage, you will enterthe details of the charge accounts and

requisition references.

Enter distribution information for purchaseorder shipments, or view the distributions

that Oracle Purchasing automatically

creates for you using this page.

You can enter multiple distributions per

shipment line. You can also view the onlinerequisitions included on the purchase order,

or enter the information from paper

requisitions in this page.


Results

Pass Fail




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Results

Pass Fail

45. When you enter the details in the Charge

Account field and save your changes in this

page, Oracle Purchasing uses the Account

Generator to automatically create thefollowing three accounts for each

distribution:

Charge - The account to charge for the

cost of this item

Accrual - The AP accrual account

Variance - The invoice price variance

account


Results

Pass Fail

46. Click in the PO Charge Account field.



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Results

Pass Fail

47. Click the Close button.



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Results

Pass Fail



Results

Pass Fail


orPress [Alt+D].



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Pass Fail




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Results

Pass Fail



Results

Pass Fail

52. Click the Save button.

53. The PO number is automatically generated

when you save the document because the

PO automatic number generation is enabled.

If manual numbering is enabled, you must

enter a

unique PO number.



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Results

Pass Fail


55. You can add line details for an expense item

in the same purchase order that you just

created.



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Results

Pass Fail




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Results

Pass Fail

59. Click in the Description field.



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Results

Pass Fail


Description field. Enter a valid value e.g.

"One Time Item".

Step Action Input ExpectedResults Pass Fail

61. Click in the UOM field.



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Pass Fail

62. Enter the desired information into the UOM

field. Enter a valid value e.g. "Each".



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Results

Pass Fail



Results

Pass Fail





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Results

Pass Fail

65. Click in the Price field.



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Results

Pass Fail

66. Enter the desired information into the Price

field. Enter a valid value e.g. "1.5".


Results

Pass Fail




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Results

Pass Fail


Promised field. Enter a valid value e.g.

"25-OCT-2007".

Step Action Input ExpectedResults Pass Fail

70. Click in the Need-By field.



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Results

Pass Fail

72. Click the Shipments button.

orPress [Alt+i].


Results

Pass Fail




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Results

Pass Fail





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Results

Pass Fail


orPress [Alt+D].


Results

Pass Fail




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Results

Pass Fail


Department field. Enter a valid value e.g.

"000".



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Results

Pass Fail


Account field. Enter a valid value e.g.

"7740".


Results

Pass Fail

79. Click the OKbutton.

orPress [Alt+O].



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Results

Pass Fail




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Results

Pass Fail



Results

Pass Fail




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Results

Pass Fail


orPress [Alt+D].



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Results

Pass Fail




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Results

Pass Fail



Results

Pass Fail


Department field. Enter a valid value e.g.

"000".



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Results

Pass Fail


Account field. Enter a valid value e.g.

"7710".



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Results

Pass Fail


orPress [Alt+O].


Results

Pass Fail




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Results

Pass Fail



Results

Pass Fail

92. Click the Approve... button.

orPress [Alt+A].



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Pass Fail


orPress [Alt+K].

94. You have completed the Entering aStandard Purchase Order procedure.

End of Procedure.

Additional Validation

entering a standard purchase order_test

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