without Shipping Notification Run through the Sales Processing using Third-Party without Shipping Notification(BDK) processes BDN - Sales of Non-Stock Item with Procurement To run through this scope item Run through the of Item with Order-Specific Procurement (BDN) processes BDW - Returnables Processing To run through this item Run through theReturnables Processing(BDW) processes BKJ - Sales Order Processing with Customer Down Payment To run through this item Run through theSales Order Processing with Customer Down Payment(BKJ) processes
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Logon Logon to the SAP Fiori launchpad as Internal Sales Representative. The SAP launchpad displays. 2 Access the app Open My Sales Overview. The Overview Page launched successfully and the following are shown (exact names may vary): Blocked Credit Memo Requests Customer Contacts Customer Returns Open Quotations Compared to Month of Previous Year Recent Sales Orders Sales Order FulFillment
- Monitor Issues Quotation Pipeline Quick Actions 3 Set Global Filter Global Filters must be set in the Global Filter bar. Set values in the fields of the Global Filter and the content on the overview page will be refreshed. The Global Filter applies to all cards on the overview page. 4 Manage Cards Cards in the overview page can be customized through Manage Cards button. Choose the user icon on the screen, choose Manage Cards, make your choices and then choose OK. The cards on the overview page can be rearranged, hidden, and shown again. 5 Navigate from card Blocked Credit Navigate to Blocked Credit Memo Requests, choose the Header or Line Overview page navigates to target apps, with Global Filter, header or line item
home page is displayed 7 Navigate from card Customer Returns Navigate to Customer Returns, choose the Header or Line Item of the card to get more detailed information. Overview page navigates to target apps with Global Filter, header or Line Item information carried on. Choosing header will navigate to customer return worklist. Choose on one Line Item will navigate directly to the selected customer return. 8 Navigate from card Open Sales Quotations For Navigating from Open Sales Quotations, choose the Header or Line Item level of the card to get more detailed information. Overview page navigates to target apps, with Global Filter, header or line item information carried on. Choosing header navigates to sales quotations worklist. Choosing one Line Item will navigate
directly to the selected open sales quotation. 9 Navigate from card Recent Sales Orders For Navigating from Recent Sales Orders, choose the Header or Line Item level of the card to get more detailed information. Overview page navigates to target apps, with Global Filter, header or line item information carried on. Choosing header navigates to sales orders worklist. Choosing one Line Item navigates directly to the selected sales order. 10 Navigate from card Sales Order Fulfillment Navigate from Sales Order Fulfillment, choose either Header or Line Item level of the card to get more detailed information. Overview page navigates to target apps, with Global Filter, header or line item information carried on. Click on header or line item will navigate to sales order fulfillment Issues list. 11 Navigate from card Navigate from Quotation Overview page navigates to
Sales Quotation Pipeline Pipeline, choose either Header or Line Item level of the card to get more detailed information. target apps, with Global Filter, header or line item information carried on. on header will navigate to sales quotations worklist. Click on a line item will navigate to the sales quotations of the selected status. 12 Navigate from card Quick Actions For Navigating from Quick Actions, choose the Line Items of the card for further action. Overview page navigates to the selected quick action app. Sales Volume - Profit Margin Test Administration Customer project: Fill in the project-specific parts. Test Case ID <X.XX> Tester Name Testing Date a test date.
as Sales Manager. 2 Access the app Open Volume – Profit Margin. The app launched successfully with Sales Volume. A combined column, and line graph is displayed with two measures ( Sales and Profit Margin) on the X axis and Sales Organization on the Y axis. 3 Check the Help Button Choose the Help button on the top right of the page. The total Profit Margin is explained in User Assistance panel and the list of available fields is available in navigation panel. 4 Change selection criteria Choose By Sales Organization to open the drilldown list for example, choose By Sold-To Party. The Y axis of the displayed changes to Sold-To Party. After choosing By Material for further customers' analysis,
Select some customers displayed for detailed analysis. For example, choose By Material from drilldown drop list or from selection menu. displayed graph changes and the total profit margin percentage also changes accordingly. 5 Switch to view Choose Tabular View on the screen. The graphical view is replaced with view. 6 Change the table view settings Choose Settings in the table view. In View Settings screen, choose Sort tab, sort the table by Profit Margin, Ascending. The table is sorted by Profit Margin, Ascending. 7 Switch back to graphical view Choose View on the screen. The view changes back to graphical view. 8 Remove the filter condition Choose the Reset button on The data displayed in the graph is
time period selected. 12 Navigate back to Volume – Profit Margin app Choose the back button on Sales Volume – Check Open Sales app. The Sales Volume – Profit Margin app is displayed correctly with the latest filter settings. 13 Open In… function Choose Open In… at the bottom of the page. The following options for navigation with Open In… are displayed. Display Billing Document – VF03 Display Billing Document - Object Page Material Manage Billing Documents 14 Navigate to the associated tile Choose Sales Volume – Credit Memos. The app is displayed and three measures are displayed for the time period selected previously.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Logon Logon to the SAP Fiori launchPad as Sales Manager. The SAP Fiori launchpad displays. 2 Access the app Open Sales Volume – Credit Memos. The app launched successfully with Sales Volume. A combined column, and line graph is displayed with three measures (Sales Volume, Credit Memos, and Cancellations) on the X axis and Sales Organization on the Y axis. 3 Check the Help Button Choose the Help button on the top right of the page. The total Credit Memos is explained in User Assistance panel and the available fields list is available
in navigation panel. 4 Change selection criteria Choose By Organization to open the drilldown list for example, choose By Sold-To Party. Select some customers displayed for detailed analysis. For example, choose By Material from drilldown drop list or from selection menu. The Y axis of the displayed graph changes to Sold-To Party. After choosing By Material for further customers' analysis, displayed graph changes and the total credit memos also changes accordingly. 5 Switch to table view Choose Tabular View on the screen. The graphical view is replaced with table view. 6 Change the view settings Choose Settings in the table view. In View Settings screen, select tab Sort to sort The table is sorted by Credit Memos, Ascending.
the table by Credit Memos, Ascending. 7 Switch back to graphical view Choose Chart View on the screen. The view changes back to graphical view. 8 Remove the filter condition added by change selection criteria previously Choose the Reset button on the top right of the page, choose OK in the Reset Filters screen. The data displayed in the graph is changed accordingly. The total Credit Memos amount is changed accordingly. 9 Display the associated tiles Choose the arrow right beside Credit Memos on the screen. The Sales Volume – Check Open Sales and Sales Volume – Profit Margin are displayed. 10 Change selection criteria and check the associated tiles Select Drilldown By Sold-To Choose Add Facet on the top left of the page, choose Month of Billing on the Filter screen, set The data results are restricted to current and previous month and to customer perspective. Also, the values displayed in the associated tile change
the filter to current and previous month. according to the filter settings. 11 Navigate to the associated tile Choose Sales Volume – Check Open Sales. The app is displayed and four measures are displayed for the time period selected previously. 12 Navigate back to Sales Volume – Credit Memos app Choose the Back button on Sales Volume – Check Open Sales app. The Sales Volume – Credit Memos app is displayed correctly with the latest filter settings. 13 Check Open In… function Choose Open In… at the bottom of the page. The following options for navigation with Open In… are displayed : Display Billing Document Object Page Material Display Billing Document – VF03 Manage Billing Documents
right of the page. panel and the available field lists in the navigation panel. 4 Change selection criteria Choose By Month to open the drilldown list, for example, choose By Sold-To Party. Select some customers displayed for detailed analysis. For example, choose By Material from drilldown drop list or from selection menu. The Y axis of the displayed graph changes to Sold-To Party. choosing By Material for further customers' analysis, displayed graph changes and the total sales amount also changes accordingly. 5 Switch to view Choose the Tabular View on the screen. The graphical view is replaced with the view. 6 Change the table view settings Choose Settings in the table view. The table is sorted by Open Orders, descending.
In View Settings screen, select tab Sort, to sort the table by Open Orders, Descending. 7 Switch back to graphical view Choose Chart View on the screen. The table view changes back to graphical view. 8 Remove the filter condition added by change selection criteria previously Choose the Reset button on the top right of the page, choose OK in the Reset Filters screen. The data displayed in the graph is changed accordingly. The total sales net amount is changed accordingly. 9 Display the associated tiles Click the arrow right beside Check Open Sales on the screen. The Sales Order Fulfillment, Sales Volume – Profit Margin and Sales Volume – Credit Memo are displayed. Note To see Order Fulfillment, the business role Internal Sales Representative
must also be assigned to the user. 10 Change selection criteria Select Drilldown By Sold-To Choose Add Facet on the top left of the page, choose Month of Billing on the Filter screen, set the filter to current month. The data results are restricted to current and to customer perspective. 11 Find and navigate to the associated app for further analysis For example, select the Sold-To with the most open deliveries, then choose Sales Order Fulfillment – Analyze Issues. The sales order fulfillment app is shown with issue view displayed. 12 Analyze the Select Invoicing in Delivery and navigate The Overview list is displayed and after sorting, the Issues are sorted by net
Fiori launch Pad as Sales Manager. launchpad displays. 2 Access the app Open Sales Order Items – Backorders. The app is launched successfully. A stacked column graph is displayed with four measures (Confirmed, Delayed, Partially Confirmed, and Not Confirmed) on the X axis and time period Weeks/Year on the Y axis. 3 Check the Help Button Choose the Help button on the top right of the page. The Total Not Confirmed, which is displayed on the top right of the page is explained in User Assistance panel and the list of available fields is
available in navigation panel. 4 Change selection criteria Choose By Week to open the drilldown list, choose By Sold-To Party for example, select a sold-to party displayed for detailed analysis. For example, choose By Material from drilldown drop list or from selection menu. The Y axis of the displayed graph changes to Sold-To Party. After choosing By Material for further customers' analysis, displayed graph changes and the Total Not Confirmed also changes accordingly. 5 Switch to table view Choose Tabular View on the screen. The graphical view is replaced with table view. 6 Change the table view settings Choose Settings in the table view. In View Settings The table is sorted by Confirmed, Descending.
screen, select Sort tab to sort the table by Confirmed, Descending. 7 Switch back to graphical view Choose Chart View on the screen. The table view changes back to graphical view. 8 Remove the filter condition added by change selection criteria previously Choose the Reset button on the top right of the page, choose OK in the Reset Filters screen. The data displayed in the graph is changed accordingly. The total Not Confirmed is changed accordingly. 9 Display the associated tiles the arrow right beside Backorders on the screen. tiles Sales Order Items – Confirmed, Sales Orders – Demand Fulfillment and Sales Order Fulfillment – Analyze Issues are displayed, and the measures are
displayed on the tiles. 10 Change selection criteria Select Drilldown By Sold-To Party. Choose Add Facet on the top left of the page. Choose Week of Order on the Filter screen, set the filter to current and previous week. The data results are restricted to current and previous and to customer perspective. Also, the values displayed in the associated tile changed according to the filter settings. 11 Navigate to the associated tile Choose Orders – Demand Fulfillment. The app and the measures are displayed for the time period selected previously. 12 Navigate back to Order Items – Backorders app Choose the Back button on Orders – Demand Fulfillment. The Sales Order Items – Backorders app is displayed correctly with the latest filter settings.