QA test plan 2.40/Requisitions

Introduction

The precursor of a purchase order, usually authorized and consolidated into purchase orders

Aim of the project

To improve the functionality of Requisitions making easier the process to create purchase orders based on the Requisitions

Test cases

Iteration 1: Refactoring of Requisitions window

This iteration consists on moving the existing Requisition window from the MRP Management module to Procurement Management and creating the necessary new fields. There will also be necessary to modify and create other Application Dictionary elements such as callouts

1. Create a requisition

• Introduction:To test the improvements for the Requisition window. This window is only for requester purposes

• Steps:
  • Login into English and with grant to the Requisition window
  • Go to Purchase management->Transactions->Requisition
  • Click New and verify:
    • The document status field exists and is not editable and the value is draft
    • The currency field is not editable
  • Fill the mandatory fields
  • Save
  • Move to Lines and click New
  • Select a product and verify:
    • The fields Unit price and List price are filled correctly depending on the price list that is in the header
    • If there is no price list in the header, the prices would be null
    • If the price list version is not active a message should show up in a blue box:No active and valid price list version found
    • If the product is not in the active price list version a message should show up
    • The UOM is filled correctly depending on what it is configured in the product window
    • If the Product has second UOM, two more fields should be shown: Order Quantity, Order UOM
  • Click on the attribute selector and select or write an attribute.
  • Issues to verify: When creating the purchase order the attribute must be copied
  • Edit the field Quantity and verify that the line net amount is properly calculated. Save
  • Move to the header and complete

• Issues to verify:
  • The tab Matched PO lines must be not editable in this window

2. Match a PO to Requisition line

• Introduction: Match a PO to a requisition line and verify all the issues. The window to test will be the Manage requisition that is for purchase manager purposes

• Steps:
  • Login into English
  • Go to Purchase management->Transactions->Purchase order and create an order with the same product as the requisition above with a bigger quantity
  • Save and complete the order
  • Go to Purchase management->Transactions->Manage requisition
  • Issue to verify: The first time you get in, you should only see the requisitions that are completed. Clicking the search button and pressing Ok you would see all the requisitions
  • Select the requisition, move to the line and move to the Matched PO lines
  • Click New and click on the order line icon
  • Issues to verify:
    • The product of the requisition line must be already selected in the selector
    • After selecting the line and pressing OK, the field Quantity must be filled with the quantity that has in the order line
    • Move back to the lines tab (Window Manage requisition) and verify the field Matched PO Qty is filled with the quantity that has in the order line
    • Verify that if you select a purchase order line with a product different than the product that is in the requisition the application shows you a message
    • Verify that if you add another purchase order line and the sum of the quantities (of all the order lines) are bigger than the quantity of the requisition, the application set the pending quantity into the quantity field and not the quantity of the order line

Iteration 2: Requisition status implementation

In this iteration is going to be properly implemented the different statuses of requisitions and requisition lines. For that purpose there will be created new procedures and triggers

3. Management status

• Introduction: To test the combination of the status of the Requisition and the status of the line

• Issues to verify:
  • Requisition tab
    • When the header has the status "Completed" or "Closed" is not allowed to insert or delete requisition lines
    • When the header has the status "Completed" the following fields cannot be updated:Document No, Business partner, Price list, Currency, Requester
    • When the status is "Completed" and there is a line with status "Open" and with PO lines added, if we change the status of the header to Close the status of the lines should change to close as well
  • Requisition line tab
    • When the status is "Open" and the Matched PO Qty <> 0 and after clicking the button Change status, the new status must be "Closed"
    • When the status is "Open" and the Matched PO Qty = 0 and after clicking the button Change status, the new status must be "Canceled"
    • When the status is "Open" and the Matched PO Qty <> 0 and after clicking the button Change status, the new status must be "Closed" and if the rest of the lines are in a status different than Open, the Status of the header will be updated to Close as well
    • When the status of the header is "Completed" the lines with status different than "Open" cannot be update

Iteration 3: Create Purchase Orders from Requisition manual window

In this iteration is created a new manual window. This window will show the open requisition lines, with the possibility to filter them. The user then has to select the requisition lines that are desired to be included in the Purchase Order and has the possibility to change the quantity to order and the price. Pressing the Create PO button a popup is opened where the necessary parameters to create the Purchase Order are set, then pressing the OK button one purchase order is generated. When a line is selected it is locked by the user that is logged

4. Requisition to order. Verify the filters

• Introduction:Test the filters with different combination

• Steps
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • Verify all the filters. Very important: Note that only the Complete Requisitions and open requisition lines must show
    • Filter by product: Only lines with that product should be showed
    • Filter by Vendor: Only lines with that vendor should by showed
    • Filter by Requester: Only lines with that requester should be showed
    • Filter by organization: Only lines with that organization should be showed
    • Filter from date, to date
    • Filter by checking the flag "Lines without Vendor": Lines without vendor

5. Requisition to order. Adding or removing lines

• Introduction: Test the ability of moving lines from up to down and viceversa

• Steps
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • Select some lines and click the button Add
  • Issues to verify: The selected lines should be moved down
  • Select the lines that have been moved and click the button Remove
  • Issues to verify: The selected lines should be moved up
  • Verify if it works the option of select all the lines at the same time by clicking the flag that is on the header
  • When the lines are in the locked area (Below zone) select one of them. Click the button "Create" and after opening click the button "Cancel"
  • Click the remove button and verify that line goes up

6. Requisition to order. Editing the added lines

• Introduction: Test the ability of editing the selected lines

• Steps:
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • When the lines are in the below zone, mark one and verify:
    • If the line is not marked you cannot edit anything
    • If the line is marked you can edit the lines

7. Requisition to order. Creating PO orders #1

• Introduction: Test the ability of creating PO orders depending on the selected requisition lines

• Previous data:
  • Three organizations: Two of them are children from the other one. For example: Org Main as parent organization, Org A and Org B as children
  • Requisition header: Business partner: Bpartner A, price list:A
  • Requisition lines:
    • 1st line: Product A; Without bpartner; Attribute A; Pricelist A; Org A
    • 2nd line: Product A; Bpartner B; Attribute A; Pricelist A; Org A

• Steps:
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • Select the above lines and click the button Create
  • Issues to verify:
    • A message should show up:
    • The selected lines have associated more than one vendor. Please select the desired vendor of the Purchase Order
    • All the selected lines have the same associated price list: Pricelist A
    • All the selected lines are of the same organization: Org A
    • The fields Organization,Price list, Warehouse and Order date must be filled
  • Select one vendor and click OK

• Issues to verify:
  • One purchase order
  • For each requisition line one purchase order line
  • Verify the prices are correct
  • Verify the attribute are correct
  • Verify the quantities are correct
  • The requisition lines must be in status Closed and the header as well
  • Go to Procurement management->Transactions->Manage requisitions->Header->Lines->Matched PO lines and verify exists a line related to the requisition line
  • Move to Lines and verify the field Matched PO Qty is filled correctly

8. Requisition to order. Creating PO orders #2

• Introduction: Test the ability of creating PO orders depending on the selected requisition lines. The lines will be equal but with different quantities

• Previous data:
  • Three organizations: Two of them are children from the other one. For example: Org Main as parent organization, Org A and Org B as children
  • Requisition header: Business partner: Bpartner A, price list:A
  • Requisition lines:
    • 1st line: Product A; Without bpartner; Attribute B; Pricelist A; Org A
    • 2nd line: Product A; Without bpartner; Attribute B; Pricelist A; Org A

• Steps:
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • Select the above lines and click the button Create
  • Issues to verify:
    • A message should show up:
    • The selected lines have associated the same vendor:Bpartner A
    • All the selected lines have the same associated price list: Pricelist A
    • All the selected lines are of the same organization: Org A
    • The fields Organization,Price list, Warehouse,Order date and vendor must be filled

• Issues to verify:
  • One purchase order
  • Both requisition lines in one purchase order line
  • Verify the prices are correct
  • Verify the attribute are correct
  • Verify the sum of the quantities are correct
  • The requisition lines must be in status Closed and the header as well
  • Go to Procurement management->Transactions->Manage requisitions->Header->Lines->Matched PO lines and verify exists a line related to the requisition line
  • Move to Lines and verify the field Matched PO Qty is filled correctly

9. Requisition to order. Creating PO orders #3

• Introduction: Test the ability of creating PO orders depending on the selected requisition lines. One line will and edit the price and quantity

• Previous data:
  • Three organizations: Two of them are children from the other one. For example: Org Main as parent organization, Org A and Org B as children
  • Requisition header: Business partner: Without partner, price list:A
  • Requisition lines:
    • Line: Product A; Bpartner A; Attribute B; Pricelist A; Org A

• Steps:
  • Login into English with access to the manual window Requisition to order
  • Go to Procurement management->Transactions->Requisition to order
  • Select the above lines and click the button Create
  • Issues to verify:
    • A message should show up:
    • The selected lines have associated the same vendor: Bpartner A
    • All the selected lines have the same associated price list: Pricelist A
    • All the selected lines are of the same organization: Org A
    • The fields Organization,Price list, Warehouse,Order date and vendor must be filled

• Issues to verify:
  • One purchase order
  • One requisition line in one purchase order line
  • Verify the changed price is correct
  • Verify the attribute are correct
  • Verify the changed quantity is correct
  • The requisition lines must be in status Closed and the header as well
  • Go to Procurement management->Transactions->Manage requisitions->Header->Lines->Matched PO lines and verify exists a line related to the requisition line
  • Move to Lines and verify the field Matched PO Qty is filled correctly

Iteration 4: Create a purchase order from requisition window

In this iteration a new button has been created. It is found in the requisition manage window and when the requisition is completed you can click on it and create a purchase order based in some filters that must be selected

10. Create a purchase order from requisition header #1

• Introduction: Test the ability of creating PO orders from the requisition header when the requisition lines don't have associated a business partner but one of the product does in the Purchasing tab on Product window

• Previous data:
  • Three organizations: Two of them are children from the other one. For example: Org Main as parent organization, Org A and Org B as children
  • Requisition header: Without bpartner, Pricelist A
  • Two lines:
    • 1st line: Product A, Pricelist A, Attribute A, OrgA, without Business partner
    • 2nd line: Product B, Pricelist B, Attribute B, OrgB, without Business partner
    • The product A must have a bpartner associated in the Purchasing tab on Product window
    • The product must have a bpartner associated in the Purchasing tab on Product window

• Steps:
  • Login in English with role access to Requisitions
  • Go to Procurement management->Transactions->Manage requisitions
  • Select the requisition with the lines that we have configured above
  • Issue to verify: The button should only be showed when the requisition is completed
  • Click the button Create purchase order. A pop-up must show up
  • Fill the following fields:
    • Order date
    • Organization=OrgA
    • Warehouse
    • Don't fill the business partners
    • Don't fill the price list
  • Click OK

• Issues to verify:
  • Two purchase orders with the business partner associated in the tab Purchasing
  • For each requisition line one purchase order line
  • Verify the prices are correct
  • Verify the attribute are correct
  • Verify the quantities are correct
  • The requisition lines must be in status Closed and the header as well
  • Go to Procurement management->Transactions->Manage requisitions->Header->Lines->Matched PO lines and verify exists a line related to the requisition line
  • Move to Lines and verify the field Matched PO Qty is filled correctly

11. Create a purchase order from requisition header #2

• Introduction: Test the ability of creating PO orders from the requisition header when the requisition lines have associated a business partner but choosing one from the pop-up window

• Previous data:
  • Three organizations: Two of them are children from the other one. For example: Org Main as parent organization, Org A and Org B as children
  • Requisition header: Without bpartner, Pricelist A
  • Two lines:
    • 1st line: Product A, Pricelist A, Attribute A, OrgA, with Business partner A
    • 2nd line: Product B, Pricelist B, Attribute B, OrgB, with Business partner B

• Steps:
  • Login in English with role access to Requisitions
  • Go to Procurement management->Transactions->Manage requisitions
  • Select the requisition with the lines that we have configured above
  • Issue to verify: The button should only be showed when the requisition is completed
  • Click the button Create purchase order. A pop-up must show up
  • Fill the following fields:
    • Order date
    • Organization=OrgA
    • Warehouse
    • Fill the business partner: Business partner A
    • Don't fill the price list
  • Click OK

• Issues to verify:
  • One purchase order with the business partner associated in the pop-up
  • For each requisition line one purchase order line
  • Verify the prices are correct
  • Verify the attribute are correct
  • Verify the quantities are correct
  • The requisition lines must be in status Closed and the header as well
  • Go to Procurement management->Transactions->Manage requisitions->Header->Lines->Matched PO lines and verify exists a line related to the requisition line
  • Move to Lines and verify the field Matched PO Qty is filled correctly

Results

The reported bugs will have the prefix QA-REQ

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