entering a standard purchase order_test
TRANSCRIPT
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Test Document
Purpose of Test
Test HistoryDate Tester Pass/Fail Notes
Time to Test
Estimated Time
Actual Time
Test Setup
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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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Step Action Input Expected
Results
Pass Fail
2. Click the vertical scrollbar.
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Step Action Input Expected
Results
Pass Fail
3. Navigate down to Purchasing, Vision
Operations.
Click the Expand button.
Step Action Input Expected
Results
Pass Fail
4. Click the vertical scrollbar.
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Step Action Input Expected
Results
Pass Fail
5. Navigate to Purchase Orders.
Click the Expand button.
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Step Action Input Expected
Results
Pass Fail
6. Click the vertical scrollbar.
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Step Action Input Expected
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.
Step Action Input Expected
Results
Pass Fail
9. Click in the Operating Unit field.
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Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
11. The list of values in the Supplier field
contains active suppliers.
Click in the Supplier field.
Step Action Input Expected
Results
Pass Fail
12. Enter the desired information into the
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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Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
16. Click in the Description field.
Step Action Input Expected
Results
Pass Fail
17. Enter the desired information into the
Description field. Enter a valid value e.g.
"Standard Purchase Order".
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Step Action Input Expected
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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Step Action Input Expected
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.
Step Action Input Expected
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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Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
22. Enter the desired information into the
Quantity field. Enter a valid value e.g.
"10".
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Step Action Input Expected
Results
Pass Fail
23. Click in the Price field.
Step Action Input ExpectedResults
Pass Fail
24. Click the horizontal scrollbar.
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Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
26. Enter the desired information into the
Promised field. Enter a valid value e.g.
"25-OCT-2007".
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Step Action Input Expected
Results
Pass Fail
27. Click the horizontal scrollbar.
Step Action Input Expected
Results
Pass Fail
28. Click in the Need-By field.
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Step Action Input Expected
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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Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
35. Click in the Quantity field.
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Step Action Input Expected
Results
Pass Fail
36. Enter the desired information into the
Quantity field. Enter a valid value e.g. "5".
Step Action Input Expected
Results
Pass Fail
37. Click in the Num field.
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Step Action Input Expected
Results
Pass Fail
38. Click in the Ship-To field.
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Step Action Input Expected
Results
Pass Fail
39. Enter the desired information into the Ship-
To field. Enter a valid value e.g. "Vict%".
Step Action Input Expected
Results
Pass Fail
40. Click in the Quantity field.
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Step Action Input Expected
Results
Pass Fail
41. Click in the Num field.
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Step Action Input Expected
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.
Step Action Input Expected
Results
Pass Fail
44. Click the horizontal scrollbar.
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Step Action Input Expected
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
Step Action Input Expected
Results
Pass Fail
46. Click in the PO Charge Account field.
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Step Action Input Expected
Results
Pass Fail
47. Click the Close button.
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Step Action Input Expected
Results
Pass Fail
48. Click in the Num field.
Step Action Input Expected
Results
Pass Fail
49. Click the Distributions button.
orPress [Alt+D].
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Step Action Input Expected
Results
Pass Fail
50. Click the Close button.
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Step Action Input Expected
Results
Pass Fail
51. Click the Close button.
Step Action Input Expected
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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Step Action Input Expected
Results
Pass Fail
54. Click the horizontal scrollbar.
55. You can add line details for an expense item
in the same purchase order that you just
created.
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Step Action Input Expected
Results
Pass Fail
56. Click in the Num field.
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Step Action Input Expected
Results
Pass Fail
59. Click in the Description field.
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Step Action Input Expected
Results
Pass Fail
60. Enter the desired information into the
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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Step Action Input Expected
Results
Pass Fail
62. Enter the desired information into the UOM
field. Enter a valid value e.g. "Each".
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Step Action Input Expected
Results
Pass Fail
63. Click in the Quantity field.
Step Action Input Expected
Results
Pass Fail
64. Enter the desired information into the
Quantity field. Enter a valid value e.g. "5".
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Step Action Input Expected
Results
Pass Fail
65. Click in the Price field.
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Step Action Input Expected
Results
Pass Fail
66. Enter the desired information into the Price
field. Enter a valid value e.g. "1.5".
Step Action Input Expected
Results
Pass Fail
67. Click the horizontal scrollbar.
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Step Action Input Expected
Results
Pass Fail
69. Enter the desired information into the
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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Step Action Input Expected
Results
Pass Fail
72. Click the Shipments button.
orPress [Alt+i].
Step Action Input Expected
Results
Pass Fail
73. Click in the Quantity field.
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Step Action Input Expected
Results
Pass Fail
74. Enter the desired information into the
Quantity field. Enter a valid value e.g. "2".
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Step Action Input Expected
Results
Pass Fail
75. Click the Distributions button.
orPress [Alt+D].
Step Action Input Expected
Results
Pass Fail
76. Click in the PO Charge Account field.
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Step Action Input Expected
Results
Pass Fail
77. Enter the desired information into the
Department field. Enter a valid value e.g.
"000".
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Step Action Input Expected
Results
Pass Fail
78. Enter the desired information into the
Account field. Enter a valid value e.g.
"7740".
Step Action Input Expected
Results
Pass Fail
79. Click the OKbutton.
orPress [Alt+O].
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Step Action Input Expected
Results
Pass Fail
80. Click the Close button.
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Step Action Input Expected
Results
Pass Fail
81. Click the Save button.
Step Action Input Expected
Results
Pass Fail
82. Click in the Num field.
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Step Action Input Expected
Results
Pass Fail
83. Click the Distributions button.
orPress [Alt+D].
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Step Action Input Expected
Results
Pass Fail
84. Click the horizontal scrollbar.
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Step Action Input Expected
Results
Pass Fail
85. Click in the PO Charge Account field.
Step Action Input Expected
Results
Pass Fail
86. Enter the desired information into the
Department field. Enter a valid value e.g.
"000".
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Step Action Input Expected
Results
Pass Fail
87. Enter the desired information into the
Account field. Enter a valid value e.g.
"7710".
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Step Action Input Expected
Results
Pass Fail
88. Click the OKbutton.
orPress [Alt+O].
Step Action Input Expected
Results
Pass Fail
89. Click the Save button.
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Step Action Input Expected
Results
Pass Fail
91. Click the Close button.
Step Action Input Expected
Results
Pass Fail
92. Click the Approve... button.
orPress [Alt+A].
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Step Action Input Expected
Results
Pass Fail
93. Click the OKbutton.
orPress [Alt+K].
94. You have completed the Entering aStandard Purchase Order procedure.
End of Procedure.
Additional Validation