te040 po plan to replenish
TRANSCRIPT
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Plan to Replenish
Flow Script
12.0 GB PH v3.0
This document provides step-by-step instruction coinciding with the Plan to Replenish business flow. It
may be useful for validation of this specific transaction; therefore the steps should not be modified.
Copyright 2005, 2007, Oracle. All rights reserved
Business Scenarios Test Sequences
Tests Test Name Tester1
Tester2
Tester3
Date Notes
00 Prerequisite Steps10 Establish Inventory
Planning Policies(PF1960)
20 Manage InventoryPlanning (PF0033)
30 Manage InventoryPlanning (PF0033)
40 Generate Requisitions(MM0912)
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Testing Notes
SummaryThis flow script provides the steps for inventory planning.
Assumptions
It is assumed that the on hand quantity of the Item RUBMNT is below the minimum level of planning at
subinventory Stores.
It is assumed there is no open purchase order exists for the item RUBMNT.
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00 Test Specification Prerequisite Steps
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BusinessProcess:Open Current
Period
Business Flow:Pre-requisite steps for Plan to Replenish
Summary Process:
Event: Description: Open current period in Purchasing, Inventory, General Ledger
Step #
ProcessStep
Description
Path and Action Input Data Expected Result Actual Results
00.01
Logon to ApplicationSelect the appropriateresponsibility.
ENGINEERING/welcomeOU100_PurchasingSuper User
Purchasing SuperUser Navigatordisplays
00.02
VerifyCurrentPurchasingPeriod is
Open
(N) Setup > Financials >Accounting > Control PurchasingPeriods
00.03
Search the current period (theperiod that contains todays date).Verify the Status.If current period is not Open, openperiod by selecting Open fromPeriod Status LOV.
Current PeriodStatus shouldOpen
00.04
VerifyCurrent
Click on Home.Switch Responsibility.
Inventory
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InventoryPeriod isOpen
Select the appropriateresponsibility.
00.05
(N) Accounting Close Cycle >Inventory Accounting Periods
Scroll down to the current period(the period that contains todaysdate).Verify the Status.If period is not opened, click on therow for the current period. Click onthe Change Status buttonClick (B) OK to the caution note.
Org = 101
Current PeriodStatus shouldOpen
00.06
VerifyGeneralLedgerperiod isopen
File > Close formSwitch responsiblity(N) Setup > Open/Close
Click: FindVerify / Change the Status for thecurrent period to Open
PL100_GeneralLedger Super UserLedger: PL100Status: AnyPeriod:
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BusinessProcess:Check On-hand
quantity
Business Flow:Pre-requisite steps for Plan to Replenish
Summary Process:
Event: Description: Check on-hand quantity of min-max planned item.
Step #
ProcessStepDescription
Path and Action Input Data Expected Result Actual Results
01.01
ChooseResponsibility
Switch to appropriate responsibility. Inventory
01.02
Verify on-handquantity foritem
(N) On-hand Availability > On-handQuantity
Click (B) Find
Ensure the on hand quantity of theItem RUBMNT is below theminimum level of planning, i.e 50nos.Otherwise perform a miscellaneoustransaction to bring the on handavailability below this minimumlevel of planning.
Org = 101Item = RUBMNTSubinventory =Stores
01. Log out Log out of Application
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03
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BusinessProcess:Create Blanket
PurchaseAgreement
Business Flow:Pre-requisite steps for Plan to Replenish
Summary Process:
Event: Description: Create Blanket Purchase Agreement for Re-order Point Planned and Min-max planneditem
Ste
p #
Process
StepDescription
Path and Action Input Data Expected Result Actual Results
02.01
Login toapplication
Login to Oracle E-Business Suite
Select the appropriateresponsibility.
User=PROCUREMENTPassword=welcomeOU100_PurchasingSuper User
OU100_PurchasingSuper UserNavigator displays
02.02
(N) Purchase Orders > PurchaseOrders
Purchase Ordersform displays.Type shoulddefault toStandardPurchase Order.
02.03
Enter POHeader
Enter / Verify Operating UnitNavigate to Type field and Input
Operating Unit =OU100
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(Select a value from the List ofValues)
Blanket PurchaseAgreement
02.04
Navigate to the Supplier field andinput
EASTERNINDUSTRIALPRODUCTS
Site should defaultto EIP Main_PH
02.05
Navigate to the Ship-to field andverify/change
HQ
02.06
Navigate to the Bill-to field andverify/change
HQ
02.07
Navigate to Amt Agreed and input 1,000,000,000.00
02.08
Enter POLine 1
Navigate to Type field and enter Goods
02.09
Navigate to Item field and input Item = RUBMNT
Category shoulddefault toDEFAULT.DEFAULT
02.10
Navigate to UOM field andinput/verify
Each
02.11
Navigate to Price field andinput/verify
50
02.12
Click on Save Icon. A blanket ordernumber will bedisplayed in PO,Rev field andApprove buttonshould beenabled.
02.13
Enter POLine 2
Navigate to Type field and enter Goods
02.14
Navigate to Item field and input Item = BA0401
Category shoulddefault toDEFAULT.DEFAULT
02.15
Navigate to UOM field andinput/verify
Each
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02.16
Navigate to Price field andinput/verify
100
02.17
Click on Save Icon
02.
18
Click on Approve Button Approval Form
displays.
02.19
Uncheck Email (if checked)Click on OK ButtonClose the form and return tonavigator
Blanket PO statusis changed toApprovedNote down the PONumber
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BusinessProcess:Update Approved
Supplier List
Business Flow:Pre-requisite steps for Plan to Replenish
Summary Process:
Event: Description: Update Approved Supplier List for Re-order Point Planned and Min-max planned item
Step #
ProcessStepDescription
Path and Action Input Data Expected Result Actual Results
03.01
Navigate toApprovedSupplier Listform
(N) Supply Base > ApprovedSupplier List
Select OrganizationClick on OK Button
101
Approved SupplierList (101) form isdisplayed.Type shoulddefault to Item.
03.02
Query forASL Details
Query for Item
Item = RUBMNT Approved SupplierEASTERN
INDUSTRIALPRODUCTS will bedisplayed
03.03
EnterAttributesforthe Supplier
Place the cursor in the line item andClick on Attributes button
Supplier-ItemAttributes (101)form displayed.
03.04
Navigate to Purchasing UOM fieldand input
Each
03.05
Navigate to Release Method fieldand verify / input
Automatic Release
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03.06
Navigate to Source Documents Tab.
03.07
Navigate to Type field and Input(Select from List of Values)
Blanket
03.
08
Navigate to Number field and Input
(Select from List of Values)Navigate to Lines field and inputline no.
Enter the Blanket
PO generatedearlierEnter line no. = 1
03.09
Click on Save iconClose the Supplier Item Attributesform
03.10
Query forASL Details
Query for Item Item = BA0401
03.11
EnterAttributes
for theSupplier
Place the cursor in the line item andClick on Attributes button
Supplier-ItemAttributes (101)
form displayed.
03.12
Navigate to Purchasing UOM fieldand input
Each
03.13
Navigate to Release Method fieldand input
Automatic Release
03.14
Navigate to Source Documents Tab.
03.15
Navigate to Type field and Input(Select from List of Values)
Blanket
03.16
Navigate to Number field and Input(Select from List of Values)Navigate to Lines field and inputline no.
Enter the BlanketPO generatedearlierEnter line no. = 2
03.17
Click on Save icon
03.18
Close forms Purchasing SuperUser Navigatordisplays.
03. Logout of Oracle Apps.
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19
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10 Test Specification Perform Inventory Planning
Business Process:Establish Inventory PlanningPolicies (PF1960)
Business Flow:Plan to Replenish Summary Process:
Event: Description:
Step#
ProcessStepDescription
Path and Action Input Data ExpectedResults
Actual Results
10.01
Login toApplication
Username =ENGINEERINGPassword =welcomeSelect the
Inventoryresponsibility
10.02
VerifyPlanningparametersfor ReorderPointplanned Item
(N) Items > Organization ItemsItem = BA0401Click: FindNavigate to General Planning tab
SelectOrganization =101
Inventory PlanningMethod = ReorderPoint
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Navigate to Lead Times tab
PreprocessingLead Time = 10
10.
03
Verify
Planningparametersfor Min-Maxplanned Item
Query for Item = RUBMNT
Navigate to General Planning tab
Close Form
Inventory PlanningMethod = Min-Max
Min-Max Quantity:Minimum: 50Maximum: 500
10.04
Verify /Update
Forecastquantitiesexists forItems withRe-orderpointreplenishment
(N) Planning > Forecasts > Entries
Query for Forecast:
Manually enter a new forecast:Item:Bucket:Date:End Date:Quantity Current:Click: Save
Close the Item Forecast Entriesform
Forecast =REORDER
BA0401Weeks100
ForecastQuantities shouldexist for ItemBA0401.
10.05
GenerateSafety StockLevels
(N) Planning > Safety Stock UpdateEnter parameters for requestReload safety stocks:
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Selection:Item:Method:Forecast:
Safety stock %:(Accept all other defaults)Click:Click: (B) SubmitSubmit another request?Make Sure the request completes
normally
Specific InventoryItemBA0401
User-definedPercentageREORDER10
OK
No
10.06
Verify /UpdateSafety StockLevels
(N) Planning > Safety StocksClick: (B) Find
Update any fractional safety stockquantity to the next higher integer
Item: BA0401
System CalculatedSafety stock levelsfor BA0401 shouldbe displayed forthe forecastedperiodNote down theSafety stock (S)calculated for date< First Mondayafter today>For a 5days week,S = (100/5) X10% = 2
10. Close the form
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07
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Business Process:Manage Inventory Planning(PF0033)
Business Flow:Plan to Replenishment
Summary Process:
Event: Description:
Step#
ProcessStepDescription
Path and Action Input Data ExpectedResults
Actual Results
11.01
Run theReorderPointPlanningReport
(N) Planning > Reorder Point PlanningEnter parameters for requestReorder Point Report:Item Selection:Restock:Forecast:Items From:
Items To:(Accept all other defaults)Click:Click:Submit another request?
All reorder pointplanned itemsYes
REORDERBA0401BA0401
OKSubmit
Note down theConcurrent
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Make Sure the request completesnormally
No
Request number______
11.02
ReviewReorder
PointPlanningReport
(N) View >Requests
Enter the Request ID noted aboveClick (B) View OutputClose the form
The reportshould contain anon-zero re-order quantityfor BA0401.Note down thisReorder Qty.
11.03
PerformMin-MaxPlanningRun the Min/ MaxPlanningReport
Navigation: Planning > Min-MaxPlanning
Press the button Press the button Note 1: This process needs to be run /scheduled for all subinventories.
Org = 101Run the requestwith the followingparameters:Planning Level =SubinventorySub-inventory =Stores (See note1)Restock =Yes(Accept Defaultvalues for otherParameters)Click No in theDecision Box.
Note down theConcurrentRequest number______Concurrentprocess issuccessfullycompleted: Go
to View MyRequest; verifyconcurrentrequest is
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successfullycompleted
11.04
Review theMin-Maxreport
(Online)
Navigation: Menu: View >RequestsEnter the Request ID noted above
Click (B) View OutputLogout of oracle apps.
Check the Min-Max ReportVerify that thequantity shownin the Re-orderQuantity =Maximum
Quantity (OnhandQuantity +Supply Quantity+ DemandQuantity)
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20 Test Specification Generate Requisitions
Business Process:Generate Requisitions
(MM0912)
Business Flow:Plan to Replenish
Summary Process:
Event: Description:
Step#
ProcessStepDescription
Path and Action Input Data ExpectedResults
Actual Results
20.01
Run theRequisitionImportprocess
Login as Purchasing Superuser.
Navigation: Reports> RunSingle Request
Press the button Press the button Click on No for submititng anotherrequest
Username =PROCUREMENTPassword =welcomeSelect theOU100_Purchasing Super Userresponsibility
Request Name =Requisition ImportOperating Unit =OU100Parameters:ImportSource = INVGroup By = ItemMultiple
If the Min-Maxprocess wassuccessful, theImport SourceLOV will containINV.After therequisition
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Menu: View >Requests
Distributions = NoInitiate Approvalafter Req Import =Yes
importconcurrentprocess hascompleted, theoutput will
display thenumber ofrequisitionscreated
20.02
ReviewPurchaseRequisitions for Re-ordereditem
Navigation: Purchasing Super User>Requisitions > RequisitionSummary
Press the button
Operating Unit =OU100Item, Rev =BA0401
Get RequisitionNumber
Close RequisitionLines SummaryWindow
At theRequisition LinesSummary form:RequisitionInformationshould bepopulated
NOTE: If there ismore than oneline, then thetopmost row isthe requisitioncreated now.Also theRequisitionquantity shouldbe the same asthe ReorderQuantity notedbefore.
20.03
ReviewPurchaseRequisition
Navigation: Purchasing Super User>Requisitions > RequisitionSummary
At theRequisition Lines
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s for Min-MaxplannedItem
Press the button
Operating Unit =OU100Enter Item, Rev =RUBMNT
Get RequisitionNumber
Close RequisitionLines SummaryWindow
Summary form:
RequisitionInformationshould bepopulatedNOTE: If there ismore than oneline, then thetopmost row isthe requisitioncreated now.
Also theRequisitionquantity shouldbe the same asthe Min-MaxOrder qty notedbefore.
20.04
AutomaticRelease forMin-Maxplanned
Item
Navigation: Purchasing Super User >Purchase Orders > Releases
Query for Supplierand Date:Supplier =EASTERN
INDUSTRIALPRODUCTSCreated =Ensure Item =RUBMNT
Latest Releasedetails will bedisplayed.
Ensure that there-orderQuantitymatches withthe releaseQuantity