Preliminary Steps Preliminary Steps To run through this scope item, the materials must be available in stock. Procedure Test Step # Test Step Name Instruction Expected Result Comments 1 Log on Log onto the SAP Fiori Launchpad using the role Warehouse Clerk. The SAP Fiori Launchpad displays. 2 Access the App Open Post Goods Movement 3 Enter movement type Make the following entry and choose Enter Executable Action in Transaction MIGO: Receipt Reference Document for MIGO Transaction: Other 4 Input on the Goods Receipt Other screen: On the Receipt Other screen: Material tab, make the following entry
For example, 101A 7 Input on the Goods Receipt Other screen: Batch tab On the Goods Receipt Other screen: Batch tab, make the following entry and choose Enter: Date of manufacture: <Enter the current date or a date in the past> Only relevant for material TG22 8 Add item(s) Choose Next Item, repeat the above steps for trading goods, for example: TG11. 9 Choose Post. Choose Post Document. Financial Postings Material Debited Accounts Credited Accounts Trading Good (HAWA) 13600000 Inventory TradingGd 39912000 Inv Init SF and FIN Bal
Overview Table The scope item Returnables Processing consists of several process steps provided in the table below. Process Step, Report or Item Business Role Transaction/App Name Expected Results [page ] 11 Inventory Manager Display Stock Overview [page ] 12 Internal Sales Representative Manage Sales Orders Sales order saved demand created for MRP within delivery plant [page ] 14 Shipping Specialist Create Outbound Deliveries Delivery created. [page ] 16 Shipping Specialist Change Outbound Delivery Pallet Item added [page ] 17 Shipping Specialist My Outbound Delivery Monitor Picking is done [page ] 18 Shipping Specialist Change Outbound Delivery Batch numbers are assigned to the materials
Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this activity, you display the pallet stock. 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 the role Warehouse Clerk. The SAP Launchpad displays. 2 Access the Transaction Open Display Overview. The Stock Overview: Company Code/plant/Storage Location/Batch screen displays.
3 Enter Material number Make the following entries: Material: <Material Number> For example, Plant: <Plant> The Stock Overview: Basic List screen displays. 4 Choose Execute Choose Execute. If you can't find tile Display Stock Overview, open Show/hide group panel in the Fiori Launchpad home page, choose Tile Catalog, Navigate to the tile Display Stock Overview under Material Management - Warehouse Management and add it to group My home. Sales Order Entry 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)
Sales Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this activity, you create a sales order for a customer and a standard product. 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 the role Internal Sales Representative. The SAP Fiori Launchpad displays. 2 Access the SAP Fiori App Open Manage Orders. From the menu, choose Tile Catalog Order Processing and Tile Manage Sales Orders The Manage Ordersscreen displays. 3 Navigate to Create Sales Order Screen Choose Create Sales Order. The Create Sales Order: Initial screen displays.
2. Access the SAP App Open Display Sales Order The Display Sales Order: Initial Screen screen displays 3. Enter Sales Order On the Display Sales Order: Initial screen, enter the respective order number. From the menu, choose More Sales Document Issue Output to. The Display Sales Order xxx: Output screen displays. 4. Display Print Preview Select the line with the message type BA00 and choose Print Overview. Preview for PDF document displays. Creating Delivery 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 delivery. Procedure Test Step # Test Step Name Instruction Expected Result Comments 1. Log onto SAP Launchpad Log onto the SAP Fiori Launchpad using the role Shipping Specialist. 2. Access the App Open Create Outbound Deliveries The Create Outbound Deliveries screen displays.
3. Search Sales Order Make the following entries and choose Go: Shipping point: 1010 Planned Creation Date: <Delivery selection date> Order: Sales order number created previously 4. Create Delivery Select your sales order items and choose Create Deliveries. A delivery is triggered to create. 5. Check Details Choose Display Log The Analyze Delivery Log screen displays, delivery is created successfully with delivery number shown on
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Log onto the SAP Fiori Launchpad using the role Shipping Specialist. 2 Access the App Open My Outbound Delivery Monitor . The Outbound Delivery Monitor screen displays 3 Choose Picking Choose For Picking. 4 Enter shipping point Make the following entries, and choose Execute: Shipping <Shipping point> For example, 1010 Only Picking without WM: <Check the checkbox>
related item(s). RP001 item is not relevant to picking 8. Choose Enter Choose Enter. 9. Save Choose Save. The delivery has been picked. Checking Batches (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 check the batch number assignment to the materials. Prerequisites Use this step if batch management is activated. Procedure Test Step # Test Step Name Instruction Expected Result Comments 1. Log onto SAP Launchpad Log onto the SAP Fiori Launchpad using the role Shipping Specialist. 2. Access the App Open Change Outbound Delivery. 3. Enter the outbound delivery number On the Change Outbound Delivery screen, enter the outbound delivery number
and choose Enter. 4. Check the batch number assignment. Expand Batch Spilit exists. In the Batch field, check the batch number assignment. Batch numbers are assigned to the materials. 5. Save Document Choose Save. Posting Goods Issue 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 post the goods issue. Procedure Test Step # Test Step Name Instruction Expected Result Comment 1. Log onto SAP Fiori Launchpad Log onto the SAP Fiori Launchpad using the Role Shipping Specialist. 2. Access the App Open My Outbound Delivery Monitor. The Outbound Delivery Monitor screen displays. 3. Open Outbound Delivery Monitor Choose For Goods Issue. Make the following entries and Choose Execute. Shipping point: 1010
screen displays. 3. Issue Delivery Output On the Display Outbound Delivery Screen, enter the Delivery number. From the menu, choose More Outbound Delivery Issue Delivery Output. . 4. Print a. Print preview: Select the line with the message type LD00 and choose Print Preview b. Print Delivery Order: select the line with the message type LD00 a. The preview document displays. b. The document prints.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Launchpad using the role Warehouse Clerk. The SAP Fiori Launchpad displays. 2 Access the Transaction Open Display Overview. The Stock Overview: Company Code/plant/Storage Location/Batch screen displays. 3 Material number Make the following entries: Material: <Material Number> For example, RP001 Plant: <Plant> The Stock Overview: Basic List screen displays. 4 Choose Execute Choose Execute. If you can't find tile Display Stock Overview, open Show/hide group panel in the Fiori Launchpad home page, choose Tile Catalog, Navigate to the tile Display Stock Overview under Material Management - Warehouse Management and add it to group My home.
Billing 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 customer invoice is issued. Create Billing Document Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Launchpad using the role Billing Clerk. The SAP Fiori Launchpad displays.
Billing Document choose button Create. Documents displaying. 6 Maintain Billing Date Choose billing type Invoice (F2) and maintain billing date, for example current date, then press button OK. The new billing document will be created 7 Display Billing Document after Creation The billing document displays automatically, make a note of the billing document number: __________. The system generates an invoice for billing. Financial posting: Material Debited Accounts Credited Accounts Cost Element / CO Object Trading Good (HAWA) 12100000 Rcvbls Domestic 41000000 Rev Domestic Prod 22000000 Output tax none Manage billing documents Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1. Access APP Open APP Manage Billing Documents under Sales Billing Document The screen Manage Billing Document will display 2. Search the billing document created in previous step Input the Billing document number recorded in previous step. Choose Enter. The billing document created in previous step will display. 3. Display the billing document Select the billing document item, and choose Display. The billing document shall be displayed. 4. Check Output Condition On the Billing Document screen, choose the last assignment block – Output Items. is one entry in the item and the output type is BILLING_DOCUMENT 5. Display Print Preview On the Billing Document screen choose Preview. Preview for PDF document displays.
Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration a duration. Purpose In this step, the receipt is posted. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Launchpad using the role Shipping Specialist. 2 Access the App Open My Outbound Delivery Monitor. The Outbound Delivery Monitor screen displays. 3 Choose Good Issue Choose For Goods Issue.
4 Shipping point Make the following entries and choose Execute: Shipping point: <Shipping point> For example,1010 5 Post Good Issue Mark the relevant delivery and choose Post Goods Issue . Select today’s date and choose Continue in the dialog box. The goods receipt is posted Printing form Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Launchpad Log onto the SAP Fiori Launchpad using the role Shipping Specialist. 2 Access the App OpenDisplay Outbound Delivery The Display Outbound Delivery
screen displays 3 Issue Delivery Output On the Display Outbound Delivery Screen, enter the delivery number. From the menu, choose More Outbound Delivery Delivery Output The dialog box Output displays. 4 a. Print Preview: Select the line with the message type LD00 and choose Print Overview. b. Print Delivery Order: select the line with the message type LD00 and choose Print. In dialog box Print, maintain a. The preview document displays. b. The document prints.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Launchpad Log onto the SAP Fiori Launchpad using the role Warehouse Clerk. The SAP Fiori Launchpad displays. 2 Access the Transaction Open Display Stock Overview. The Stock Overview: Company Code/plant/Storage Location/Batch screen displays. 3 Enter Material number Make the following entries: Material: <Material Number> For example, RP001 <Plant> The Stock Overview: Basic List screen displays. 4 Choose Execute Choose Execute. If you can't find tile Display Overview, open Show/hide group panel in the Fiori Launchpad home page, choose Tile Catalog, Navigate to the tile Display Stock Overview under Material Management - Warehouse Management and add it to group My home.
Creating Delivery Pallets Return w/o Reference 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. Purpose This step can be used if the customer returns the pallet without first notifying the vendor of the return. Technically speaking, the delivery type CBG5 does not require that an order is first created before the return delivery can take place. Prerequisite You can only return pallets if the customer owns enough of them. 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 the role Shipping Specialist.
2 Access the App Open Create Outbound Delivery Without Reference. The Create Outbound Delivery Without Order Reference screen displays. 3 Enter Shipping point Make the following entries and choose Enter: Shipping Point: <Shipping Point> For example, 1010 Delivery Type: CBG5Pallet returns Sales Organizaiton: <Sales Organization>For example, 1010 Distribution channel: <Distribution Channel> Division: <Division> The Pallet returns Create: Overview screen displays. 4 Enter delivery details Make the following entries and choose Ship-to party: <Ship-to party> For example, 10100001
Planned GI: date> Pallet returns Material: <Material Number> For example, RP001 Deli.Qty: <Quantity to be returned> For example, 1 5 Post goods receipt Choose Post Goods Receipt. Please ignore any pop-up information. Creating Debit Memo Request for Unreturned Pallets 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. Purpose In this activity, you create a debit memo request for unreturned pallets. The customer has not returned one or more pallets. The reason could be that they have been broken or simply forgotten.
Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Launchpad using the role Internal Sales Representative. The SAP Fiori Launchpad displays. 2 Access the App Open Create Sales Order From the menu, choose Tile Catelog Order Processing and Tile Create Sales Order The Create Sales Order: Initial screen displays. 3 Enter Sales document type Make the following entries and choose Enter: Sales Document Type: <Sales Order Type> For example, DR (Debit Memo Request) organization: <Sales Organization> Distribution channel: The Create Debit Memo Request Overview screen displays.
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose The debit memo request is set up for manual release. This is done to add a check of the debit memo to ensure that the entries are correct. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log onto SAP Fiori Launchpad Log onto the SAP Launchpad using the role Billing Clerk. The SAP Fiori Launchpad displays. 2 Access the Transaction Open Release Sales Orders Billing. The Release Sales Orders for Billing screen displays. 3 details Make the following entries and choose Execute: Sales organization: <Sales The SD Documents Blocked for Billing screen displays.
Responsibility Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step the debit note is issued. Create Billing Document Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1 Log on Log onto the SAP Fiori Launchpad using the role Billing Clerk. The SAP Fiori Launchpad displays. 2 Access the App Open Create Billing Documents under Sales Billing Document The Create Billing Document screen displays. 3 Define billing setting Choose Billing Settings in the bottom of the screen. are four settings, we should make all of these settings to ON. Billing Data before billing
Separate Billing Documents for Each Billing Due List Item. Automatically Post Billing Documents Display Billing Document after creation. 4 Search for billing list In the search condition, use criteria if necessary. Sales document(s) will display in the result. 5 Choose Individual Billing Document Select a row of sales document created previously and choose button Create. There is one window Create Billing Documents displaying. 6 Maintain Billing Date Choose billing type Memo (L2) and maintain billing date, for example current date, then press button OK. The new billing document will be created 7 Display Billing Document after Creation The billing document displays automatically, make a note of the billing document The system generates an invoice for billing.
choose Display. 4. Output Condition On the Billing Document screen, choose the last assignment – Output Items. There is one entry in the item and the output type is BILLING_DOCUMENT 5. Display Print Preview On the Billing Document screen choose Preview. Preview for PDF document displays. 6. Cancel Billing Document (Optional) Select certain Billing document and choose Cancel billing Docs is log display – Billing Document Canceled. 7. Update new Attachment (Optional) In the Edit mode, add, delete and update the attachments. Save your changes by pressing the button Save in the footer bar.
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this step unreturned pallets are removed from stock and posted to a cost center. 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 the role Warehouse Clerk. The SAP Fiori Launchpad displays. 2 Access the Transaction Open Post Goods Movement 3 Enter details Make the following entries and choose Enter: Trans./Event: Goods Issue Reference Document: Other The Goods Issue Other screen displays.
Displaying Pallets 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. Purpose In this activity, you display the pallet stock. 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 the role Warehouse Clerk. The SAP Fiori Launchpad displays. 2 Access the Transaction Open Display Stock Overview. The Stock Overview: Company Code/plant/Storage
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration. Purpose In this process step, you can schedule a background job for creating outbound deliveries. This app can be used as an alternative instead of the manual creation of outbound deliveries. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1. Log on Log onto the SAP Launchpad using Role Shipping Specialist. The SAP Fiori Launchpad displays. 2. Access the App Open Schedule Delivery Creation. The Application Jobs screen is displayed. The app automatically shows the history of application jobs.
3. Create Delivery Creation Schedule Choose New to define a new job. The New Job screen is displayed. Job Template should default as Schedule Delivery Creation. 4. Job Parameters Define scheduling options and parameters for the job if necessary, then choose Check. The system displays the message Go ahead and schedule the job. 5. Schedule Choose Schedule. A delivery creation job is scheduled. Screen back to Application Jobs. 6. Check Delivery Creation Job Log In screen Application Jobs, job item’s status turned to Finish, choose Status symbol in column Log. Screen goes to job log details.
Job Scheduling for Billing Creation (optional / alternative) 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 process step, you can schedule a background job for creation billing documents. This app can be used as an alternative instead of the manual creation of billing documents. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment 1. Log on Log onto the SAP Fiori The SAP Fiori Launchpad displays.
Launchpad using Role Billing Clerk. 2. Access the App Open Schedule Billing Creation. The Application Jobs screen is displayed. The app automatically shows the history of application jobs. 3. Create Billing Creation Schedule Choose New to define a new job for billing creation.. The New Job screen is displayed. Job Template should default as Schedule Billing Creation. 4. Job Parameters Define scheduling options and parameters for the batch job if necessary, then choose Check. The system displays the message Go ahead and schedule the job. 5. Schedule Choose Schedule. A billing creation job is scheduled. Screen back
3. Create Billing Release Schedule Choose New to define a new job for billing creation.. The New Job screen is displayed. Job Template should default as Schedule Billing Release. 4. Job Parameters Define scheduling options and parameters for the batch job if necessary, then choose Check. The system displays the message Go ahead and schedule the job. 5. Schedule Choose Schedule. A billing release job is scheduled. Screen back to Application Jobs. 6. Check Billing Release Job Log In screen Application Jobs, after job item’s status turned to Finish, choose Job Log. Note Click Magnifier, the job list Screen goes to log details.
will refresh. Job Scheduling for Billing Output (optional / alternative) 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 process step, you can schedule a background job for when and how billing documents are sent to customer. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1. Log on Log onto the SAP Fiori Launchpad using Role Billing Clerk. The SAP Fiori Launchpad displays. 2. Access the App Open Schedule Billing Output. The Application Jobs screen is displayed. The app automatically shows the history of application jobs. 3. Create Billing Output Schedule Choose New to define a new job for billing creation. The New Job screen is displayed. Job Template should default as Schedule Billing Output. 4. Job Parameters Define scheduling options and parameters for the batch job if necessary, then choose Check. The system displays the message Go ahead and schedule the job.
5. Schedule Choose Schedule. A billing release job is scheduled. Screen back to Application Jobs. 6. Check Billing Output Job Log In screen Application Jobs, after job item’s status turned to Finish, choose Job Log. Note Click Magnifier, the job list will refresh. Screen goes to log details.