Business Process Procedures s4

EHP3 for SAP CRM 7.0
AprilAugust 2000 2014August 2000
EnglishEnglish
APOIntegrated ERP Order and Quotation Management (C64)
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany / Test Script

SAP Best Practices Integrated ERP Order and Quotation Management (C64): Test Script

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<Example text> / Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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3

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Contents

1 Purpose 5

1.1 Purpose of the Document 5

1.2 Purpose of Integrated ERP Order and Quotation Management 5

2 Prerequisites 5

2.1 System Access 5

2.2 Roles 6

2.3 Master Data, Organizational Data and Other Data 6

2.4 Business Conditions 7

3 Process Overview Table 7

4 Testing the Process Steps 8

4.1 Create an ERP Quotation with Reference to an Opportunity 8

4.2 Create an ERP Quotation Without Reference to an Opportunity 10

4.3 Create an ERP Sales Order form a Quotation 12

4.4 Create an ERP Sales Order Without Reference 14

5 Appendix 17

5.1 Process Chains 17

5.1.1 Preceding Processes 17

5.1.2 Succeeding Processes 17

Integrated ERP Order and Quotation Management

1 Purpose

1.1 Purpose of the Document

This document provides a detailed procedure for testing the scope item Integrated ERP Order and Quotation Management after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (i.e. test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-project-specific steps must be added.

Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before handover to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before handover to the customer, unless deemed helpful to explain the larger context.

1.2 Purpose of Integrated ERP Order and Quotation Management

Your sales employees can use Integrated ERP Order and Quotation Management to create and process or just display ERP sales quotations or sales orders without leaving the CRM Web Client user interface. The sales transactions are not replicated from CRM to ERP. That means, the quotations and orders are stored in SAP ERP, but can be processed directly from the SAP CRM user interface.
Note: This process is not available with the CRM standalone deployment option of the SAP CRM rapid-deployment solution.

2 Prerequisites

This section summarizes all prerequisites for the test in terms of system, user, master data, organizational data, and other test data and business conditions.

2.1 System Access

The test should be conducted with the following system and users:

/ Type of Data / Details /
System / System / <Provide details on how to access system, e.g. system client or URL>
Standard User / BP Sales Employee / User ID SALES_EMPL, Password welcome

2.2 Roles

For non-standard users, the following roles must be assigned to the system users testing this scenario:

Business Role / Business Role Id / Process Step / Sample data /
BP Sales Employee / YBP_SLS_EMPL / See Process Overview Table / Michael Curtis,
User SALES_EMPL,
password welcome

2.3 Master Data, Organizational Data and Other Data

The organizational structure and master data of your company was created in your system during implementation. The organizational structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the operational focus of your company

Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline package, you can use the following Baseline package scenario data:

Data / Sample Value / Details / Comments /
<CUSTOMER> / 100000
<DATE> / form: dd.mm.yyyy / Date should make sense in context.
<PRODUCT> / H11
<CONTACT PERSON> / Depending on your choice in the beginning – see the Partner tab page.
<SALES MANAGER> / 10000
<SALES EMPL> / 10010

2.4 Business Conditions

Before this scope item can be tested, the following business conditions must be met:

/ Business Condition / Comment /
1 / <ScopeItem_BusinessCondition
2 / ScopeItem_BusinessCondition

3 Process Overview Table

The scope item Integrated ERP Order and Quotation Management consists of several steps provided in the following table.

Process step / Business condition / Business role / Expected results /
Create an ERP Quotation / Additional data collected / Sales Employee / Quotation created
Create an ERP Sales Order form a Quotation / Quotation created and accepted by customer / Sales Employee / Sales order created
Create an ERP Sales Order without Reference / Quotation created and accepted by customer / Sales Employee / Sales order created

4 Testing the Process Steps

This section describes test procedures for each process steps that belongs to this scope item.

The test should take approximately 1 ½ to 2 hours.

4.1 Create an ERP Quotation with Reference to an Opportunity

Prerequisite

The Opportunity Management Scenario needs to be implemented first. If you have not implemented this scenario, you can skip this step.

Purpose

Use this procedure to create an ERP quotation directly based on an existing opportunity within the CRM WebClient.

See Note 1236015 CRM UI for ERP Documents with regard to the displayed fields during transaction creation.

Procedure

Test Step # / Test Step Name / Instruction / User Entries:
Field Name: Value / Expected Result / Pass / Fail / Comment /
1 / Log on / Log on to the CRM WebClient as sales employee. / The Home page appears.
2 / Search for Opportunity / In the navigation bar, choose Sales Cycle → Search → Opportunities.
Enter the necessary search criteria and click Search. / Search Result View is displayed.
You can continue with step 3 if you are already on the Opportunity Overview page.
3 / Select Opportunity / Select the required opportunity by clicking the opportunity description. / The Opportunity overview page opens.
4 / Change the Sales Stage / In assignment block Opportunity Details choose Edit and make the required entries. / Sales Stage: Quotation / The Chance of Success changes to 50%.
5 / Save / Choose Save. / The system saves the opportunity.
6 / Create Follow-up / On the BP Opportunity screen, choose the function Create Follow-Up from the work area toolbar. The system needs to save your current opportunity to create a quotation. / The Follow-Up menu appears.
7 / Select Quotation Transaction / The system offers you several transaction types for creating a follow up. Choose Category Description ERP Quotation / Transaction Type Description Quotation (You may have to scroll down to find this entry).
In the upcoming Web page dialog Follow up – Select Items, choose the proposed transaction.
8 / Select Contact / The system may offer you several business partners that are created as contact persons for the opportunity’s business partner. Choose the respective partner.
9 / Enter Valid to Date / Enter a Valid to date.
10 / Save / Choose Save.
Choose Back.

Normally, the quotation now passes through a phase of iterative changes, such as price changes or changes in the amount of the items. / A follow-up quotation based on the existing opportunity has been created.

4.2 Create an ERP Quotation Without Reference to an Opportunity

Purpose

Use this procedure to create a CRM quotation directly within the CRM WebClient.

Procedure

Test Step # / Test Step Name / Instruction / User Entries:
Field Name: Value / Expected Result / Pass / Fail / Comment /
1 / Log on / Log on to the CRM WebClient as sales employee. / The Home page appears.
2 / Create ERP Quotation / In the navigation bar, choose
Sales Cycle ® Create: ERP Quotation / The ERP Quotation page appears.
3 / Add Quotation Data / Make the required entries.
If a selection screen appears, select a sales organization.
Press Enter. / Sold-to Party ID: <CUSTOMER
Valid To: <DATE / In case a partner function (for example, Ship-To Party) has been assigned to the business partner more than once, the system comes up with a selection dialog box, where you can choose the valid partner function.
4 / Add Product Details / Enter a product ID (for example, H11) and the respective quantity.
Press Enter. /
In case there are open quotations or open contracts for this customer/product combination available in the system, a dialog box appears indicating the open documents. If necessary, you can choose a document from this list. The system will then copy the item from the open document into the current quotation document.
5 / Select Proposed Item / To get information about the products the customer has recently ordered in his past orders, select More ® Propose Items from Past Orders from the navigation bar within the Items assignment block.
If you do not want to select one of the lines, simply close the window on the top right-hand corner. Enter the ordered quantity in a proposed product line item (for example, H12).
Press Enter. / The system displays a dialog box with a list of recently posted orders. You can now select one of the proposed orders and new items with the products of the selected order will be created in your current sales quote. In case the selected order contains the same products that you have already entered in the sales quote, the order items will not be copied again in the sales quote.
6 / Substitute Entered Product / To substitute the originally entered product, select Substituted due to Product Proposals from the list of rejection reasons from the dropdown list in the Rejection Status column in the Details screen of the item. /
The original item will be kept within the quotation, but will be rejected and will not be available for follow-up processes.
7 / Add additional Item Details / For more details about the sales order item, choose Edit in the Actions column of the Items assignment block.
8 / Check Incompletion Log / Check whether there are entries in the assignment block Incompletion Log and enter missing data if required. / There are no incompletion entries.
9 / Save / Choose Back and Choose Save.
Depending on the organizational setup of the company, the quotation now passes through a phase of iterative changes, such as price changes or changes in the amount of the items, or various approval processes. / ERP quotation has been created.

4.3 Create an ERP Sales Order form a Quotation

Purpose

The ERP Quotation that was created in the preceding step can be converted into an ERP Sales Order.

Procedure

Test Step # / Test Step Name / Instruction / User Entries:
Field Name: Value / Expected Result / Pass / Fail / Comment /
1 / Search for ERP Quotation / Access the activity by choosing the following navigation options, or continue with the preceding activity if you are already in the maintenance transaction for ERP Quotations.
Sales Cycle ® Search: ERP Quotations / Search Result View becomes available.
2 / Select Quotation / Search for the ERP quotation created in the preceding activity.
Open the quotation by clicking the hyperlink. / Quotation transaction is opened.
3 / Check Incompletion Log / Check whether there are entries in the Incompletion Log assignment block; enter missing data if required and save your entries. / There are no incompletion entries.
4 / Create Follow-up / Choose Create Follow-Up from the work area toolbar. The system needs to save your current quotation to create a sales order. / The system will copy the information from the quote directly into the sales order.
5 / Select ERP Sales Order Transaction / The system offers you several transaction types to create a follow up.
Choose ERP Sales Order / Transaction Type Description Standard Order (you may have to scroll down to find this entry).
6 / Copy Products / In the dialog box that appears, select the item to be copied. / Note that the item rejected due to product proposals will be displayed in the dialog box, but cannot be copied into the sales order.
7 / Enter Purchase Order Number / Enter a value in the External Reference field (purchase order number).
8 / Add additional Item Details / For more details about the sales order item, choose Edit in the Actions column of the Items assignment block.
9 / Check Incompletion Log / Check whether there are entries in the Incompletion Log assignment block, and enter missing data if required. / There are no incompletion entries.
10 / Save / Choose Save. / ERP sales order has been created based on the data of the quotation.

4.4 Create an ERP Sales Order Without Reference

Purpose