Credit Segment: SAP AG 8 Credit Limit In the Credit Limit section, select the Limit Defined checkbox, and enter the following values: Limit: 5 Valid To: <End of Year> Amount and validity date for credit limit is set. 9 Save Save your entries. Changes have been Sales Order Processing: Sale from Stock 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)
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays. 2 Access the Fiori App Open Manage Credit If the screen Change to a Different RMS pops up, select UKM_CREDIT_CASE and press Continue. The SAP Credit Management screen displays 3 Select Documented Credit Decision – Search In the Role-Based view, open the folder SAP Credit Management -- Credit Case, open the folder Cases and double click Documented Credit Decision – Search. Case Search displays 4 Execute Search Choose Search. Case Search displays Option 1 5 Select Case Select row of a Case ID to process. 6 Credit Analyst Choose Change Content -> Credit Analyst The dialog box Enter New Field Value is displayed.
7 Processor Update field Processor and press Continue. Processor: Your User Screen Display logs with details of changes is displayed. 7 Person Responsible Select row of a Case ID to process. Choose Change Field Content -> Person Respons. 9 Change Update field Person Respons. and choose Continue. Person Respons.: Your User Screen Display logs with details of changes is displayed. Option 2 10 Repeat steps 1 to 3 Repeat steps 1 to 3. 11 Select Case Double click a Case ID to process Case Display: Case (3##########) (Documented Credit Decision) is displayed. 12 Edit Press the button Display – Change to be able to update data. 13 Change Update all the case fields as desired. Status:In Processing Case data is changed.
Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Context The sales order failed the credit check. In this activity, you review blocked sales orders. Prerequisites Sales orders exceeding the Credit Limit settings are blocked due to credit check block. Credit case has been assign to a Credit Analyst or Person Responsible. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Launchpad Log onto the SAP Fiori Launchpad using as a Credit Controller. The SAP Launchpad displays. 2 Access the Fiori App Open Manage Credit Cases. If the screen Change to a Different RMS The SAP Credit Management screen displays.
appears, select UKM_CREDIT_CASE and press Continue. 3 Select Documented Credit Decision – Search Open the folder SAP Credit Management -- Credit Case Casesand Documented Credit Decision - Search. If the Change to a Different RMS dialog box is displayed, in the RMS ID field select UKM_CREDIT_CASE and choose Continue Enter. Case Search displays. 4 Execute Search Choose the Search button. A list of cases is displayed. 5 Select Case Double click a Case ID to process. The Case Display: Case (3##########) (Documented Credit Decision) screen is displayed. 6 Enable Editing Choose Display <-> Change to be able to update data. 7 Update Case Data Update all the case fields as desired. Status: In Processing Case data is changed.
Prerequisites Sales orders exceeding the Credit Limit settings are blocked due to credit check block. Credit case has been assign to a Credit Analyst or Person Responsible. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays. 2 Access the Fiori App Open Manage Documented Credit Decisions. The SAP Credit Management screen displays. 3 Display Cases Choose Credit Analyst or Person Responsible to display the cases assigned to your user either as Credit Analyst or Person Responsible. Cases are displayed. The cases displayed are the ones assigned to the Credit Controller user, if cases were assigned to another user, logon as the other user to display
9 Select Sales Document Look for the sales document to be released and select the checkbox in the first column: P.St. Select. The log is displayed. 10 Release Choose Release and save your entries. A new screen displays showing the document number and the output message Has been released. Sales Order 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. Context The sales order failed the credit check. In this activity, you reject sales orders. Prerequisites orders exceeding the Credit Limit settings are blocked due to credit check block. Credit case has been assign to a Credit Analyst or Person Responsible. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Fiori Launchpad using as a Credit Controller. The SAP Fiori Launchpad displays. 2 Access the Fiori App Open Manage Credit Cases. The SAP Credit Management screen displays.
3 Select Documented Credit Decision – Search Open SAP Credit Management -- Credit Case Casesand double-click Documented Credit Decision - Search. Case Search displays. 4 Execute Search Choose the Search button. A list of is displayed. 5 Select Case Double click a Case ID to process. The Case Display: Case (3##########) (Documented Credit Decision) screen is displayed. 6 Enable Editing Choose Display <-> Change to be able to update data. 7 Enter Rejection Note At the bottom section of the screen, select Reason for Rejection and type a note explaining the rejection.
8 Reject In the top section select Document Reject and in the Reject Sales Document screen, choose Yes. A Reason for Rejection dialog box screen is displayed. 9 Select Rejection Reason In the Reason for Rejection pop-up screen, select a rejection reason code and choose Continue. Rejection reason: 61 The order is rejected and the Display logs screen is shown. The Status of Case ID changes to Closed Automatically. Reporting Display Credit Data Test Administration Customer project: Fill in the project-specific parts.
2 Access the Fiori App Open Display Credit Data. The SAP Credit Management: Display Master Data for Credit Acct screen displays. 3 Execute Search Choose Execute. The SAP Credit Management: Selection and Display of Credit Data screen displays. Details of credit data by business partner are displayed. 4 Display Data in Diffeent Formats Use the buttons at the top and select a row or a column to display data in formats. Business partner details can be displayed, sorted, total and subtotals can be created.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Launchpad as a Credit Controller. The SAP Fiori Launchpad displays. 2 Access the Fiori App Open Display Credit Exposure. Credit Exposure screen displays. 3 Execute Search Choose Execute. A list of credit exposure by business partner is displayed. 4 Display Data in Diffeent Formats Use the buttons at the top and select a row or a column to display data in other formats. Business partner details can be displayed, sorted, totals and subtotals can be created.
as a Credit Controller. 2 Access the Fiori App Open Display Credit Utilization. SAP Credit Management: Credit Exposure List screen displays. 3 Execute Search Choose Execute. A list of credit limit utilization by business partner is displayed. 4 Display Data in Diffeent Formats Use the buttons at the top and select a row or a column to display data in other formats. Business partner details can be displayed, sorted, totals and subtotals can be created. Display Credit Master Data 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 Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Context Credit Master Data by business partner can be generated. Prerequisite Business partner has been created and credit management profile has been maintained. Sales orders have been created. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays. 2 Access the App Open Display Credit Master Data. Master Data List screen displays. 3 Execute Search Choose Execute. A Master Data List by business
partner is displayed. 4 Display Data in Diffeent Formats Use the buttons at the top and select a row or a column to display data in other formats. Business partner details can be displayed, sorted, totals and subtotals can be created. 5 Display Master Record Select a row and press button Business Partner Master Record. The Display Organization: XXXXXXXX, role SAP Credit Management screen displays. 6 Review, Change or Display Master Data Follow instructions in section Set a Credit Limit to review, change or display master data.
complete the following activities described in the test script: Sales of Nonstock Item with Procurement Production - Finished Goods Sales and Final Assembly (BJE) (optional) Entire process sequence for a standard sales process (sale from stock) with a customer. Using the master data from this document, complete the following activities described in the test script: Make to Order Production w/o Variant Configuration Period-End Closing - Sales Operations (BKK) (optional) Collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat reporting.