te040 po plan to replenish

7/27/2019 TE040 PO Plan to Replenish

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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


Summary Process:

Event: Description: Check on-hand quantity of min-max planned item.

Step #

ProcessStepDescription


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


Summary Process:

Event: Description: Create Blanket Purchase Agreement for Re-order Point Planned and Min-max planneditem

Ste

p #

Process

StepDescription


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


Summary Process:

Event: Description: Update Approved Supplier List for Re-order Point Planned and Min-max planned item

Step #



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#


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#



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#



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