Purchase Order Purchase Order Preview Goods Receipt Slip (Optional) Warehouse Clerk Material Documents Overview Goods Receipt Slip is opened in PDF format. Check Goods Receipt Details (optional) Warehouse Clerk Material Documents Overview The Goods Receipts Details are shown. Reverse Goods Receipt (optional) Warehouse Material Documents Overview Goods receipt is reversed. Analyze Stock Overview (optional) Inventory Manager Stock Single Material The Stock Overview for the Material is shown. Analyze Document Overview (optional) Inventory Manager Material Documents Overview The Material Document Details are shown. Manage Stock Inventory Manager Manage Stock The stock has been scrapped. Create Supplier Invoice with PO/GR relation Accounts Payable Accountant – Procurement Create Supplier Invoice The Supplier Invoice is created Create Supplier Invoice with PO/GR relation Accounts Payable Accountant – Procurement Create Supplier Invoice The Supplier Invoice with reduction is created.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad as a Purchaser. The Fiori Launch Pad is displayed. 2 Open Manage Purchase Requisitions Open Manage Purchase Requisitions. If you want to use the Save Draft feature in this app, you have to use a personalized user. The Manage Purchase Requisition screen is displayed. 3 Search for Purchase Requisition Make the following entries and choose Go. Plant: 1710 Purchasing Group: 001 or 002 The Purchase Requisition list is depending on material 4 Arrange Purchase Requisition List Use the Sort by and/or Group by functions to resort and/or group the The Purchase Requisition list is displayed.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad as a Purchaser role. The Fiori Launch Pad is displayed. 2 Open Manage Purchase Requisitions Open Manage Purchase Requisitions. If you want to use the Save Draft feature in this app, you have to use a personalized user. A list of Requisitions is displayed. 3 Search for Purchase Requisition Make the following entries and choose Go. 1710 Purchasing 001 or 002 The Purchase Requisition list is depending on material 4 Select Purchase Requisition Search for a Purchase Requisition with assigned Source of The Select Source of Supply screen is displayed.
Supply, and select one using the link of the sources. 4 Assign Source to Purchase Requisition Choose a displayed source with a real price (not zero). The assignment of one source to the requisition is done. The Purchase Requisitions list is displayed. 5 Prepare the Purchase Order Select the purchase Requisition where the assigned supplier is displayed and choose Create Purchase Order. The Purchase Order Preview screen is displayed. 6 Create the Purchase Select the Purchase Order and choose Submit. The purchase order is created. 7 Back to Manage Purchase Requisition On the dialog box, choose the OK button. Purchase Requisition list is displayed again. The converted
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Launch Pad with the Purchaser role. The Fiori Launch Pad is displayed. 2 Open Create Purchase Order Open Create Purchase Order. The Create Purchase Order screen is displayed with a list of existing Purchasing Document Items. 3 Start Purchase Order creation Without making any selection, choose the Create button. The Create Purchase Order Screen is shown. 4 Enter Purchase Order data Enter all of the necessary data. General Data: Supplier: 17300001 The next data will be displayed after the Supplier is entered Company Code: 1710 Purchasing Org.:1710 Purchasing Group:001 The Create Purchase Order screen is displayed.
shown. Input one of below three condition types for freight in the first empty blanket and press enter FGW1 (Freight/Gr. Weight 1), freight is calculated based on gross weight. FQU1 (Freight/Quantity 1), freight is calculated on quantity. FVA1 (Freight/Value 1), freight is a fixed value. If you use FQU1 as an example, the following values: Condition type: FQU1 Price Element Amount 4.00 EUR Per PC Click empty space in the Create Purchaser Order screen to go back. 6 Check Purchase Order for completeness Choose the Simulate button and confirm Warning messages with . The Purchase is ready to be
Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this procedure, you release a purchase order. Purchase orders with a net value of 500 USD (global release amount is configured in USD and converted to the country currency amount) or more require an approval (for Purchasing Group 001 and 003). Prerequisite A purchase order must exist for release. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the SAP Fiori launchpad with the Purchasing Manager role. The Fiori launchpad is displayed. 2 Open Approve Open My A list of already created
Purchase Order Purchase Orders is displayed. 3 Search for Purchase Order Status Enter the Purchase order number in the search area, then choose Search button. The Purchase Orders without follow-on documents (w/o status Follow-On Documents) and a net value of 500 USD or more have the status In Approval. 4. Release Purchase Order Select the Purchase order in left of the screen and click Approve in bottom right. The pop-up window Submit Decision is displayed 4 Enter Release Reason the approval reason if needed, then choose Submit. The Purchase Order is approved. 5 Back to Fiori Launch Pad Choose the Home button to go back to The Fiori launchpad is displayed.
1 Log on Open the Fiori Launch Pad with the Purchaser role. The Fiori Launch Pad is displayed. 2 Open Manage Purchase Order Open Manage Purchase Orders. If you want to use the Save feature in this app, you have to use a personalized user. The Manage Purchase Orders screen is displayed. A list of already created Purchase Orders is displayed. 3 Select Purchase Order Select the row for the Purchase Order you want to preview. The Edit Purchase xxx screen is shown. 4 Preview the Purchase Order In the Output Details section, choose Display Document icon. The Purchase Order is opened in PDF format.
Change Purchase Order (Optional) Test Administration Customer project: Fill in the project-specific parts. Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this procedure, you can change an existing purchase Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the The Fiori Launch Pad is displayed.
Purchaser role. 2 Open Manage Purchase Order Open Manage Purchase Orders. If you want to use the Save feature in this app, you have to use a personalized user. The Manage Purchase Orders screen is displayed. A list of already created Purchase Orders is displayed. 3 Select Purchase Select the row for the Purchase Order you want to change and use the little arrow on the right side to enter the PO detail. The Edit Purchase Order xxx screen is shown. The Purchase order is opened in change mode. 4 Change Purchase Order Change certain values of the Purchase Order. The Purchase Order values are changed. 5 Check Purchase Order for completeness Choose the Simulate button. The Purchase Order is complete.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s) Responsibility Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose Goods ordered by a purchase order arrive at warehouse. The goods receipt is to be posted. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Launch Pad with the Warehouse Clerk role. The Fiori Launch Pad is displayed. 2 Open Post Goods Receipt for Purchase Order Open Post Goods Receipt for Purchase Order. The Post Goods Receipt for Purchase Order screen is displayed. 3 Search for Purchase Order Open Purchase order Search. A list of Purchase Orders is displayed.
4 Select Purchase Order Select your purchase order (if not in the PO, the storage location must be specified). The system displays the data for the goods receipt on the Post Goods Receipt screen. 5 Enter Delivery Note Make the following entries and Choose Enter Delivery Note: xxx Controls output management posting: Individual slip 6 Select Item Select the items for which a goods receipt is to be posted. Select an item with a quantity of two or more pieces The Post button is activated.
Warehouse Clerk role. 2 Open Manage Documents Overview Open Material Documents Overview. The Material Documents Overview is displayed. 3 Search for Goods Receipts Material Document Make the following entries and choose the Go button. Plant: 1710 Material Document: xxx The relevant Material Document items for the material are shown. 4 Select Material Document for Goods Receipt Select the row for which you would like to see the material documents. The Material Document Details are 5 Check Goods Receipts Details the Status, the General Data, and the Material Document Items. In the General Data section, the correct Posting Date, Document Date, and the Delivery Note are shown. 6 Select the Material Document Item the material document item you want to Preview. A new screen with the General Information and Output
Management is shown. 7 Preview the Material document In the Output Management section, choose Display Document icon. The Receipt Slip is opened in PDF format. 8 Back to Launch Pad Choose the Home button to go back to the Launch pad. The Fiori Launch Pad is displayed. Check Goods Receipt Details (Optional) Test Administration Customer project: Fill in the project-specific Test Case ID <X.XX> Tester Name Testing Date a test date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.
Purpose In this step, the goods receipt fact sheet is displayed. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the Warehouse Clerk role. The Fiori Launch Pad is displayed. 2 Open Manage Documents Overview Open Material Documents Overview. The Material Documents Overview is displayed. 3 Search for Goods Receipts Material Document Make the following entries and choose the Go button. Plant: 1710 Material Document:xxx On the Manage Material Document screen, t he relevant Material Documents / Material Document are shown 4 Select Material Document for Goods Receipt Select the row for which you would like to see the The list of the Material Documents is displayed.
Warehouse Clerk role. 2 Open Manage Documents Overview Open Material Documents Overview. The Material Documents Overview is displayed. 3 Search for Goods Receipts Material Document Make the following entries and choose the Go button. 1710 Material Document:xxx The relevant Material Documents / Material Document items are shown. 4 Select Material Document for Goods Receipt Select your receipt by choosing the according row. The list of the Material Documents is displayed. The Goods Receipts Details are shown. 5 Post Reverse Choose the Reverse button. The Confirm Reversal dialog box is displayed. 6 OK Choose the Ok button. Analyze Overview (optional) Test Administration Customer project: Fill in the project-specific parts.
Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step, the stock overview is displayed. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the Inventory Manager role. The Fiori Launch Pad is displayed. 2 Open Stock Overview Open the Stock The Single Material
Single Material. screen is displayed. 3 Material the following entry in the Material field. Select the material from the interactive value help. Material: TG0011 The Stock Overview for the Material is shown. 4 Change View Change to a graphical view by the bar chart icon. A Bar Chart for the stock by Plant/Storage Location is displayed. 5 Back to Launch Pad Select the Home button to go back to the Fiori Launch pad. The Fiori Launch Pad is displayed. Analyze Document Overview (optional) Test Administration Customer project: Fill in the project-specific
Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step, the material document is displayed. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Launch Pad with the Inventory Manager role. The Fiori Launch Pad is displayed. 2 Open Manage Material Open the Material The Material Documents
Documents App Documents Overview. Overview screen is displayed. 3 Search for Material Documents Enter the following entries in the data fields. Select the Go button. 1710 Material: TG0011 The relevant Material Document items for the material are shown. 4 Analyze Material Document Select your Material Document by choosing the according row. The Material Document Details are shown. 5 Material Document Details Check the Status, the General Data, and the Material Document Items. The Status of the Material Document is correct; in the section General Data the correct Posting Date, Document Date and the Delivery
entries in the previous steps. 5 Scrap Items Enter the following data in the following data fields and choose the Post button. Stock Change:Scrapping Cost Center: Such as R & D Quantity: x PC The system displays Material document xxx created. The stock has been scrapped. Create Supplier Invoice with PO/GR relation Test Administration Customer project: Fill in the project-specific Test Case ID <X.XX> Tester Name Testing Date a test date. Business Role(s)
Invoice Date: Today Posting Date: Today Invoice Party:17300001 Select See More at header area, make the following entries. Exchange Rate: XXX 4 Enter Purchase Order References In Purchase Order References, make the following entries (use a PO you created previously). References Document Category: Purchase Order/ Scheduling Agreement Purchase Order: xxx The Purchase Order References screen is displayed. 5 Select Purchase Items Choose the Create Items button. Check the selection of the Purchase Order Items. All items of the selected Purchase Order are added to the Purchase
Confirm the warning messages Order Item table. You should see material items and delivery costs items which refer to the entered purchase order document. Check if items for planned delivery costs have an item text. 6 Check the Purchase Order Items data Check the Amount, the Quantity, the Tax Code (there may already be a tax code that was copied from the purchase order.). The Purchase Order Item's table is displayed. 7 Check Tax code In the section Tax check if there is tax code information and enter the tax amount.when In the Tax area, you should see the same tax codes as in the items. If there is no tax, specify the tax codeI0.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the SAP Fiori launchpad with the Accounts Payable Accountant - Procurement role. The SAP Fiori launchpad is displayed. 2 Open Create Supplier Invoice App Open Create Supplier Invoice. The Create Supplier Invoices screen is displayed. 3 Enter General Data Make the following entries. Transaction: Invoice Company Code: 1710 Business Place: 1710 10:49 AM] McGlynn, Bob: Gross Invoice Amount : XXX( Invoice (overall) amount (incl. Tax) of a the The Create Supplier Invoices screen is displayed. 2016
(fictive) invoice) Currency:USD Invoice Date: Today Posting Date: Today >Invoice Party: 17300001 4 Enter Purchase Order References In Purchase Order References, check the references. Make the following entries (use a PO you created previously). References Document Category: Purchase Order/ Scheduling Agreement Purchase Order: xxx The Purchase Order References screen is displayed. 5 Select Purchase Order Items Choose the Create Items button. Check the selection of the Purchase Order Items. All items of the selected Purchase Order are added to the Purchase
Confirm the warning messages Order Item table. You should see material items and delivery costs items which refer to the entered purchase order document. Check if items for planned delivery costs have an item text. 6 the Purchase Order Items data Check the Amount, the Quantity, the Tax Code (there may already be a tax code that was copied from the purchase order.). The Purchase Order Item's table is displayed. 7 Reduce Invoice Choose the item to navigate to the details screen. Supplier Invoice amount is reduced
Don't click on the item link, that way you will enter the Purchase Order details screen. Choose the Reduce invoice button in the bottom. On the Reduce Invoice dialog box, make the following entries: Amount from Supplier: XX (Larger than amount in PO) Quantity from Supplr.: XX (Larger than quantity in PO) Choose OK to close the dialog box and choose Back to Main Page. 8 Check Tax code In the section Tax check if there is tax code information and enter the tax amount, when the tax code value is In the Tax area, you should see the same tax as in the items. If there is no tax,
greater than zero specify taxcode I0 9 Verify the balance Verify the Gross Invoice Amount you entered in step 3, against the items plus tax amount (for invoice reduction item, Amount Acc. Suppl. is used for calculation) (if taxcode is I0 , you do not have any tax amount) The balance should be zero (or within the defined tolerance). 10 Simulate Supplier Invoice and Check Messages Choose the Simulate button. If are no differences (or if the value is within the defined tolerance), the Supplier Invoice is complete to post. The supplier Invoice is complete to post. 11 Post Invoice Choose the Post button. The invoice is posted. The system displays the
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Fiori launchpad as an Accounts Payable Accountant - Procurement. The SAP Fiori launchpad displays. 2 Access the SAP App In the Accounts Payables – Supplier Invoices group, open Print Supplier Invoices. The Output Message in Logistics Invoice Verification screen displays. 3 Search for Supplier Invoice On the Output messages in Logistics Invoice Verification screen, make the following entries: Output Type: REKL Processing Mode: 1 Invoice Document: Document number from previous step
Fiscal Year: Current fiscal year Company Code: 1710 Choose Execute. 4 Complaint Letter Overview Select your document and choose preview. The complaint letter as a PDF file. 5 Print Complaint Letter On the Display page, you can select Print from menu by clicking right mouse. The output items are sent to the printer queue. Create Supplier Invoice without PO/GR (optional) Test Administration Customer project: Fill in the project-specific parts. Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s)
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this activity, you create the supplier invoice without purchase order reference. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the SAP Fiori launchpad with the Accounts Payable role. The SAP launchpad is displayed. 2 Open Create Supplier Invoice app. Open Create Supplier Invoice. The Create Supplier Invoice screen is displayed. 3 Enter General Data In section General Data, make the The Create Supplier Invoices
following entries: Transaction: Invoice Company Code: 1710 Gross Invoice Amount: xxx Currency: USD Document Date: Posting Date: screen is displayed. 4 Enter Invoicing Party Make the following entries. General Data Invoicing Party: 17300001 5 G/L Account Item Add G/L Account Item. Make the following entries. Debit/Credit: Debit G/L Account: 65008300 Amount: xxx A new row for a GL/ Account Item displays with entry fields for the side of the Account, the G/L Account, and the Amount. 6 Enter G/L Account Select the icon to Details for a GL/
Item details the left of field Debit / Credit Make the following entries. Cost Center 17101101 Tax Code: If there is no tax, specify tax code I0 Account Item display with entry fields for the cost center and the tax code. 7 Simulate Supplier Invoice and Check Messages Choose the Simulate button. If there are no differences(or if the value is within the defined tolerance), the Supplier Invoice is complete to post. Check the Gross Invoice Amount against the items plus tax amount (if taxcode is I0 , you do not have any tax amount) Invoice is consistent. In case that an error message is displayed, a correction of the entries is necessary 8 Post Invoice Select the Post button The Invoice is
to post the Supplier Invoice. posted. The system displays the message Invoice xxx posted. Result The supplier Invoice is complete to post. Create Credit Memo (optional) Test Administration Customer project: Fill in the project-specific parts. Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration a duration.
Purpose In this activity, you create the credit memo. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the Accounts Payable Accountant - Procurement role. The Fiori Launch Pad is displayed. 2 Open Create Supplier Invoice app Open Create Supplier Invoice. The Create Supplier Invoice screen is displayed. 3 Enter General Data In section General Data, make the following entries: Transaction: Credit Memo Company Code: 1710 Invoice Amount: Invoice amount
Currency: USD Invoice Date: Today Posting Date: Today Reference: xxx Invoicing Party: 17300001 4 Purchase Order References Enter the following field entries. References (Type): Purchase Order Purchase Order: xxx The section Purchase Order References is displayed. 5 Add Purchase Order Items Select the Create Invoice Items button, and check the selection of the Purchase Order Items. All invoiced items of the selected purchase order are added to the Purchase Order Item table. 6 Add Amount and Quantity Select the Items that you want to post, and enter the The section Purchase Order Item
following field entries. Amount: xxx Quantity: xxx Then choose the Check button at the bottom right of the screen. is displayed. 7 Tax In the section Tax, check if the Tax Amount equals the sum of Amount multiplied by Tax Code value of the selected items in Step 6 The section tax is displayed. 8 Simulate Credit memo and Check Messages Choose the Simulate button. If there are no differences(or if the value is within the defined tolerance), the Supplier Invoice is complete to post. the Gross Invoice Invoice is consistent. In case that an error message is displayed, a correction of the entries is necessary
Supplier Invoices Invoice List screen, make the following entries and choose the Go button. Supplier Invoices are shown, grouped by status Posted, Reversal and Reversed. Status: e.g. 5 - Post, 10 - Draft, etc 4 Check Supplier Invoice Detail In the list of the Supplier Invoices, select an Invoice Document by clicking Display in the desired row. The invoice document is displayed. Approve Supplier Invoice (Optional) Test Administration Customer project: Fill in the project-specific Test Case ID <X.XX> Tester Name Testing Date Enter a test date.
Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step, a supplier invoice is approved. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the Accounts Payable Accountant - Procurement role. The Fiori Launch Pad is displayed. 2 Open Tile Supplier Invoice List Open Supplier Invoices List. The Supplier Invoices list screen is displayed. 3 Check Supplier In the list of the Supplier The invoice
Invoice Detail Invoices, select an Invoice Document, which is blocked for payment and choose Display. document is displayed. 4 Release the Invoice Choose Release. The invoice is released. 5 Back to Fiori Launch Pad Choose the Home button to go back to the Fiori Launch pad. The Fiori Launch Pad is displayed. Invoice Reversal (Optional) Test Administration Customer project: Fill in the project-specific parts. Test Case ID <X.XX> Tester Name Testing Date Enter a test date. Business Role(s)
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step, a supplier invoice is reversed. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Open the Fiori Launch Pad with the Accounts Payable role. The Fiori Launch Pad is displayed. 2 Open Tile Supplier Invoice List Open Supplier Invoices List. The Supplier Invoices list screen is displayed. 3 Search for Supplier Invoices On the Supplier Invoice List screen, make the The relevant Supplier Invoices are
following entries and choose the Go button. Invoicing Party: 17300001 shown, grouped by status Posted and Reversal. 4 Check Supplier Invoice Detail In the list of the Supplier Invoices, select the invoice created in the previous step by selecting Display. The invoice document is displayed. 5 Reverse the Invoice Choose Reverse. The Reverse Invoice dialog box opens. 6 Enter Reason for Reversal Choose OK. The Invoice is reversed. 7 Back to Fiori Launch Pad Choose the Home button to go back to the Fiori Launch pad. The Fiori Launch Pad is displayed.
Payable Accountant - Procurement role. 2 Open Tile Maintain GR / IR Clearing Account Open Clear GR / IR Clearing Account. The Clear GR / IR Clearing Account screen opens. 3 Search for Purchasing Documents Make the following entries and choose the Execute (F8) button. Company Code:1710 Plant: 1710 Purchase Order Date to: The relevant Purchase Orders are shown. 4 Post Clearing If Purchase Orders exist that need clearing, select one and choose Post Clearing (Ctrl + F12). The clearing document is created. 5 Write down Clearing Document Number The clearing document is created. Write down its number as it is needed for
Account Maintenance Document(Shift + F5) button. screen opens. 5 Reverse Accounting Document In the Reversal Document Posting Date window, the original date is default in Posting Data field, you can manually choose another date via F4 button or choose Current Date, then choose the Save button. The Accounting Maintenance Document is reversed. The reversal document number is displayed. 6 Back to Fiori Launch Pad Choose the Home button to go back to the Fiori Launch pad. The Fiori Launch Pad is displayed.