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Test Script PUBLIC

SAP S/4HANA - 19-02-21

Requisitioning (18J_US)

Table of Contents

1 Purpose

2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data and Organizational Data
2.4 Preliminary Steps
2.4.1 Configure Catalog
2.4.1.1 Define Settings for Cross-Catalog Search
2.4.1.2 Configure Open Catalog Interface Settings
2.4.2 Maintain Requisitioning Groups
2.4.3 Maintain the Default Setting for Users
2.4.4 Define Mapping of Material Groups to Purchasing Group
2.4.5 Activate Flexible Workflow for Purchase Requisition
2.4.5.1 Check Flexible Workflow for Purchase Requisition Approval
2.4.5.2 Configure Flexible Workflow for Purchase Requisition
2.4.5.3 Manage Conditions to Restart Flexible Workflow
2.4.6 Activate Flexible Workflow for Purchase Order
 2.4.6.1 Activate Flexible Workflow for Purchase Order Approval
2.4.6.2 Configure Flexible Workflow for Purchase Order (Optional)
2.4.7 Activate Flexible Workflow for Supplier Invoice
2.4.7.1 Check Tolerance Limit for PP Tolerance Key
2.4.7.2 Change Event Type Linkage for Invoice Workflow
2.4.7.3 Activate Scenario for Supplier Invoice Flexible Workflow
2.4.7.4 Activate Flexible Workflow for Supplier Invoice (Optional)
2.4.7.5 Check Workflow for Supplier Invoice
2.4.8 Edit User-Specific Parameters for Supplier Invoices (Optional)
2.4.9 Manage Situation Types
2.5 Business Conditions

3 Overview Table

4 Test Procedures
4.1 Create Purchase Requisition
4.1.1 Create Purchase Requisition with Cost Center
4.1.2 Catalog Purchasing
4.1.2.1 Manage Catalog Items
4.1.2.2 Create Purchase Requisition with Catalog
4.2 Check Purchase Requisition (Optional)
4.3 Copy Purchase Requisition (Optional)
4.4 Mass Changes to Purchase Requisitions (Optional)
4.5 Monitor Purchase Requisition Items by Account Assignment (Optional)
4.6 Approve Purchase Requisition
4.7 Monitor Purchase Requisition Items (Optional)
4.8 Redistribute Workload (Optional)
4.9 Convert Purchase Requisition to Purchase Order
4.10 Approve Purchase Order
4.11 Change Purchase Order
4.12 Confirm Receipt of Goods
4.13 Create Supplier Invoice

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5 Appendix
5.1 Process Integration
5.2 Succeeding Processes
5.3 Set up Mail Notification for Purchase Requisition Workflow

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1 Purpose

This scope item describes employee requisitioning activities. An employee creates a shopping cart for free text material. A purchase requisition is generated and converted to a purchase order. If the
value exceeds certain criteria, the purchase order must be approved. When the employee receives the goods, they perform a goods receipt confirmation. Invoice receiving can then be performed.
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its
own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-specific steps must be
added.

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2 Prerequisites

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

2.1 System Access

Sys- Details
tem
Sys- Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your
tem role.

2.2 Roles
Assign the following business roles to your individual test users. Alternatively, if available, you can create business roles using the following spaces with pages and predefined apps for the SAP Fiori
launchpad and assign the business roles to your individual test users.
Note These roles or spaces are examples provided by SAP. You can use them as templates to create your own roles or spaces.
For more information about business roles, refer to Assigning business roles to a user in the Administration Guide to Implementation of SAP S/4HANA with SAP Best Practices .

Name (Role) ID (Role) Description (Space) ID (Space) Log

On
Employee - Procurement SAP_BR_EMPLOYEE_PROCUREMENT

Purchaser SAP_BR_PURCHASER Operational Purchasing SAP_PRC_SP_OPERATNL_PURCHASING

Manager - Inbox SAP_BR_MANAGER

Cost Accountant - Overhead SAP_BR_OVERHEAD_ACCOUNTANT Overhead Accounting SAP_BR_OVERHEAD_ACCOUNTANT

Purchasing Manager SAP_BR_PURCHASING_MANAGER

Accounts Payable Accountant - Procurement SAP_BR_AP_ACCOUNTANT_PROCUREMT

Configuration Expert - Business Process Configura- SAP_BR_BPC_EXPERT

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 Name (Role) ID (Role) Description (Space) ID (Space) Log
On
tion

Accounts Payable Accountant SAP_BR_AP_ACCOUNTANT Accounts Payable SAP_BR_AP_ACCOUNTANT

2.3 Master Data and Organizational Data

The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The master data
represents materials, customers, and suppliers, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.

Data Sample Details Com-

Value ments
Plant 1710 Plant 1 US

Supplier 17300002 Domestic US Supplier 2

Company Code 1710 Company Code 1710

Purchase Organization 1710 Purch. Org. 1710

Purchase group 003 Group 003

Cost Center 17101101 Financials (US)

Cost Center 17101501 R&D Cost center

For more information on creating master data objects, see the following Master Data Scripts (MDS)
Table 1: Master Data Script Reference
Master Data Description
ID
BNE Create Supplier Master

BHD Create Purchasing Info Record

BNG Create G/L Account and Cost Element

BNM Create Cost Center and Cost Center Group

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 Master Data Description
ID
2SW Create Tax Condition

2.4 Preliminary Steps

2.4.1 Configure Catalog

2.4.1.1 Define Settings for Cross-Catalog Search

Procedure

1. Access the activity using the following navigation option:

SAP IMG Path Materials Management -> Purchasing -> Purchase Requisition-> Self-Service Procurement -> Define Settings for Cross Catalog
Search

Transaction S_CUS_IMG_ACTIVITY
Code

2. On the Change View "Cross catalog search settings and Common Currency" screen, unselect Hide Search Bar checkbox.
3. Choose Save.

2.4.1.2 Configure Open Catalog Interface Settings

External process

Please refer to the document Setting Up Requisitioning (18J).

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2.4.2 Maintain Requisitioning Groups
1. Access the activity using the following navigation option:

SAP IMG Path Materials Management -> Purchasing -> Purchase Requisition-> Self-
Service
Procurement -> Maintain Requisitioning Groups

Transaction SPRO
Code

2. On the Change View "Maintenance View for Requisitioning Groups for Purchasing screen, choose New Entries then make below entries：
RequisitioningGrpID：Z001
Validity Start Date：<current data>
Validity End Date：<current data + 6 months>
RequisitionGrpName：SOB testing
3. Choose Save.

2.4.3 Maintain the Default Setting for Users

Purpose

The default setting for an employee should be maintained by the Configuration Expert mandatorily. Plant and Company code needs to be presented a primary information in the user defaults
screen．
The user must be an employee user, because this scope item is focused on employee procurement.
The user for Purchase Requisition approval and Purchase Order approval also must be an employee user.
For the steps of user configuration, please refer to the sections in the Administration Guide to Implementation of SAP S/4HANA with SAP Best Practices

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Procedure

Test Test Step Name Instruction Expected Result Pass / Fail / Comment
Step #
1 Logon Logon to SAP Fiori launchpad as a Configuration Expert - Business Process The SAP Fiori launchpad
Configuration . displays.

2 Access the App Open Default Settings for Users - Purchase Requisitions (F1995) . The Default Settings for
Users screen displays.

3 Enter the User ID On the Default Settings for Users screen, enter the User ID and then choose Please use the Search Help to find the User ID
Enter. for User Name EmployeeProcurement .

4 Edit the Default On the Default Settings for Users screen, choose Edit on the lower right corner. Default Settings are set for
Setting for User Make the following entries: users.
Requisitioning Group (Optional): <the number you define in pre-
vious chapter>, For example, Z001
Shop on Behalf Type:
Group Based: <You can only shop on behalf for the em-
ployee who belong to the same Requisitioning Group>
Company Code based: <You can shop onbehalf for the em-
ployee who belong to the same company code>.
No Shop on behalf based.
Plant: 1710
Company Code: 1710
Currency: USD
Source Determination: <Selected>
Purchasing Doc. Type : NBS
Choose Save.

2.4.4 Define Mapping of Material Groups to Purchasing Group

1. Access the activity using the following navigation option:

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 SAP IMG Path Materials Management -> Purchasing -> Purchase Requisition-> Define
Mapping
of Material Groups to Purchasing Group

Transaction SPRO
Code

2. On the Change View "Maintain Mapping of Material Groups to Purchasing Group screen, choose New Entries and make below entries：
Plnt: 1710
PGr: 003
Option: EQ Equal To (=Low)
MatGr.Fr.: YBMM00
3. Choose Save.

2.4.5 Activate Flexible Workflow for Purchase Requisition

2.4.5.1 Check Flexible Workflow for Purchase Requisition Approval

Purpose

In this procedure, you can active or deactive Flexible Workflow for Purchase Requisition Approval.
The following section is ONLY relevant for the on-premise version of SAP S/4HANA.

Procedure

1. Access the activity using the following navigation option:

SAP IMG Path Material Management > Purchasing > Purchase Requisition > Flexible Workflow for Purchase Requisitions > Activate Flexible Workflow for Purchase Re-
quisitions

Transaction SPRO
Code

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2. On the Document Types Purchase requisition Change screen, choose the checkbox under Scenario based workflow for Document Type: NB or NBS.
3. Choose Save.

2.4.5.2 Configure Flexible Workflow for Purchase Requisition

Purpose

In this procedure, you configure your release conditions for Purchase Requisition Approval.
Note For the Work flow Name and Steps Name, you can translate to other languages via app Workflow Content Translation (SWF_FLEX_I18N_TR_WEB), for example translate it from English to
German.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log on to the SAP Fiori launchpad as a Configuration Expert - Business Process The Fiori launchpad is displayed.
Configuration .

2 Open Manage Workflow for Open Manage Workflows for Purchase Requisitions (F2705) The Manage Workflows screen is
Purchase Requisition displayed.

3 Create Manage Workflow Select Workflows: Overall release of requisition ． then choose Add and make following The Workflow for Purchase Re-
entries: quisition is configured.
Name: Test Workflow for Purchase Requisition
Preconditions：Total net amount of purchase requisition is greater than 500.00 USD
Step Sequence: Add
Step Type: Overall release of Release Purchase Requisition Header
STEP PROPERTIES:
Is Optional Step: No
Recipients: Assignment By: <User>
Please check if the employee data has been maintained with the chapter Maintain the Default
Setting for Users [page ] 8 for Users if you can’t find User for approval.
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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Select User with Manager_procurement from F4 help
Choose Add.
Choose Save.

4 Activate Workflow Item Select the just created Workflow Item and choose Activate. The Workflow Item is activated.

5 Define Order Choose Define Order. Define the priority for workflow.
On the Define Order screen, then choose Test Workflow for Purchase Requisition then move
the selected workflow one level up.

2.4.5.3 Manage Conditions to Restart Flexible Workflow

1. Access the activity using the following navigation option:

SAP IMG Path Materials Management -> Purchasing -> Purchase Requisition-> Flexible Workflow for Purchase Requisitions -> Manage Conditions to Restart Flexible Workflow

Transaction Code SPRO

2. On the Change View "Manage Conditions to Restart Flexible Workflow”: Overview screen, unselect SS Proc or Prf.Proc. for each item if you don’t want to restart flexible workflow.

2.4.6 Activate Flexible Workflow for Purchase Order

2.4.6.1 Activate Flexible Workflow for Purchase Order Approval

Purpose

In this procedure, you activate Flexible Workflow for Purchase Order Approval.
If you want to use the flexible workflow to approve the purchase order, you have to process this step Configure Flexible Workflow for Purchase Order.
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Procedure

1. Access the activity using the following navigation option:

SAP IMG Path SPRO > Materials Management > Purchasing > Purchase Order > Flexible Workflow for Purchase Orders > Activate Flexible Workflow for Pur-
chase Orders

Transaction S_ER9_52000654
Code

2. On the Document Types Purchase order Change screen, select the check box under Scenario based workflow for Activate Flexible Workflow for Purchase Orders Activate Flexible Workflow for
Purchase Orders Document Type: NB
3. Choose Save.
4. You may be asked to enter a customizing request number, either choose your own customizing request or create a new one, then choose Continue.

2.4.6.2 Configure Flexible Workflow for Purchase Order (Optional)

Purpose

In this procedure, you configure your release conditions for Purchase Order Approval.
Note When you start to process this step, ensure the flexible workflow for purchase document type NB has been activated in your system.
Note For the Work flow Name and Steps Name, you can translate to other languages via app Workflow Content Translation (SWF_FLEX_I18N_TR_WEB), for example translate it from English to
German.

Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1 Log onto Fiori Launch- Log onto the SAP Fiori launchpad as a Configuration Expert - Business Process The Fiori launchpad is displayed.
pad Configuration.

2 Access the App Open Manage Workflows for Purchase Orders (F2872) . The Manage Workflows screen is dis-
played.

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 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
3 Create Manage Work- Choose Add and make following entries: The Workflow for Purchase Order is con-
flow Name: Test Workflow for Purchase Order figured.

Select Preconditions, and in the PRECONDITIONS area, make the following

entries:
Purchasing group: 003
Choose Add another condition, and make the following entries:
Total net amount of purchase order is greater than: Selected
Amount: 500.00
Currency: USD
In the STEP SEQUENCE area, choose Add and make the following entries:
Type: Release Purchase Order
In the RECIPIENTS area, make the following entries:
User: Select User from value help (with Employee ID PURCHASING_MAN-
AGER )
Choose OK.
Step to be completed by： One of the recipients.
Choose Add.
Choose Save.

4 Activate Workflow Select the just created Workflow Item and choose Activate. The Workflow Item is activated.
Item

Note Please make sure default workflow Automatic Release of Purchase Order has been activated.

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2.4.7 Activate Flexible Workflow for Supplier Invoice

2.4.7.1 Check Tolerance Limit for PP Tolerance Key

Purpose

If you need to trigger Payment Block workflow for supplier invoice, make sure the tolerance limit check for PP tolerance key has been maintained.

Procedure

1. Access the activity using the following navigation option:

SAP IMG Path SPRO > Materials Management > Logistics Invoice Verification > Invoice Block > Set Tolerance
Limits

Transaction code SM30 V_169G

2. Choose Display->Change , then double-click row with for example company code 1710 , tolerance key PP.
3. Make sure the Absolute Upper/Low Limit data or Percentage Lower/Upper Limit data maintained.
4. Choose Save.

Result

The tolerance limit check for PP tolerance key is enabled.

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2.4.7.2 Change Event Type Linkage for Invoice Workflow

Procedure

1. Access the activity using the following navigation option:

SAP Menu SAP Customizing Implementation Guide -> SAP NetWeaver -> SAP Gateway Service Enablement -> Backend OData Channel-> Backend Event Publisher Adminis-
tration-> Event Type Linkages

Transaction SWETYPV
code

2. On the Change View “Event Type Linkages screen, choose the following object type and double-click it.

Field Name User action and val-

ues
Object Cat- BOR Object Type
egory

Object Type BUS2081

Event POSTED

Receiver Type WS08900002

3. On the Change View “Event Type Linkages“: Details screen, remove the check box for field Linkage Activated.
4. Choose Save.

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2.4.7.3 Activate Scenario for Supplier Invoice Flexible Workflow

Purpose

In this procedure, you activate scenario for supplier invoice flexible workflow.

Procedure

1. Access the activity using the following navigation option:

SAP IMG Path SPRO > SAP NetWeaver > Application Server > Business Management > SAP Business Workflow > Flexible Workflow > Scenario
Activation

Transaction SM30 V_SWF_FLEX_SCACT

Code

2. Check option: WS00800251 and WS00800303, then chooseSave.

Result

Scenario: WS00800251 and WS00800303 is activated.

2.4.7.4 Activate Flexible Workflow for Supplier Invoice (Optional)

Purpose

The step is ONLY relevant for SAP Best Practices for SAP S/4HANA.
In this procedure, you active flexible workflow for supplier invoice.
If you want to use the flexible workflow to approve the supplier invoice, you have to process the steps: Active Flexible Workflow for supplier invoice and Configure Flexible Workflow for supplier
invoice.

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Procedure

1. Access the activity using the following navigation option:

SAP IMG Path SPRO > Materials Management > Logistics Invoice Verification > Incoming Invoice >Flexible Workflow for Supplier Invoices -> Activate Flexible Workflow for
Supplier Invoices

Transaction SM30 T169WF02

code

2. Choose the checkbox: Payment Block: Flexible Workflow is Active, then choose Save.

Result

The Payment Block: Flexible Workflow is activated.

2.4.7.5 Check Workflow for Supplier Invoice

Purpose

In this procedure, you make sure Workflow for Supplier Invoice is activated.
Note For the Work flow Name and Steps Name, you can translate to other languages via app Workflow Content Translation , for example translate it from English to German.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log onto Fiori Launch- Log onto the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration . The SAP Fiori launchpad
pad displays.

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 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Access the App Open Manage Workflows for Supplier Invoices (F2190) . The Manage Workflows
screen displays.

3 Check Workflow for In Workflows dropdown list, choose Workflow for Blocked Invoice, make sure workflow Release blocked The Workflow Item is ac-
Blocked Invoice Invoice by Accounting Responsibles is in active status. If not, select it and choose Activate. tivated.

2.4.8 Edit User-Specific Parameters for Supplier Invoices (Optional)

Purpose

In this procedure, you will edit User-Specific parameters for supplier invoices.

Procedure

Test Test Step Instruction Expected Result Pass / Fail /

Step # Name Comment
1 Log On Log on to the SAP Fiori launchpad as an Accounts Payable Accountant - Procurement. The SAP Fiori launchpad is
displayed.

2 Access the Choose Edit Supplier Invoice Settings (F3813). The Edit Supplier Invoice Set-
SAP Fiori App tings screen is displayed.

3 Set parameter Check parameter Display Journal Entry: X Change has been saved suc-
If parameter is checked, when invoice is created, system message contains invoice and journal entry number. cessfully.

If parameter is unchecked, when invoice is created, system message contains invoice number only.
When this parameter is changed, for APP Create Supplier Invoice (F0859), it will take effective immediately. For
APP Create Supplier Invoice - Advanced (MIRO) , user needs to logout and logon again to make it take effective.

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Result

Parameter Display Journal Entry has been set successfully.

2.4.9 Manage Situation Types

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log onto Fiori Log onto the SAP Fiori launchpad as a Configuration Expert - Business Process Configuration. The SAP Fiori Launchpad dis-
Launchpad plays.

2 Access the App Open Manage Situation Types (F2947) . The Manage Situation Types
screen displays.

3 Select the template to Choose Standard Template and choose Go to search the Standard Situation Templates: The Situation Type screen dis-
copy Choose Standard Situation Templates: PROC_OVERDUEPRITEMTOCONFIRM then choose Copy. plays.

4 Create Custom Situ- On the New Situation Type screen, make the following entries: The situation type is main-
ation Type Make the following entries and choose Save: tained.
ID: Z_PROVERDUEPRITEMTOCONFIRM
Name: SSP PR Item Overdue for Confirmation
Choose Batch Job Scheduling :
Time Zone: for example, UTC+1
Start Batch Job At: for example: 22:00
Choose Recipients. Choose Add Rule for Responsibility Rules. On the Add Rules screen, select Determ-
ine the owners responsible for the SSP PR , then choose Select.

5 Enable situation type Choose Yeswhen dialog box Enable Situation Type is displayed.

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2.5 Business Conditions
Before this scope item can be tested, the following business conditions must be met.

Scope Item Business Condition

BNZ - Create New Open MM Posting Must be run before this test script.
Period

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3 Overview Table

This scope item consists of several process steps that are listed in the following table :

Process Step Business Role Transaction/App Name Expected Results

Create Purchase Requisition with Cost Center [page ] 23 Employee - Procurement Create Purchase Requisition (F1643) Purchase Requisition is created.

Manage Catalog Items [page ] 26 Purchaser Manage Catalog Items (F3149) Catalog item is maintained.

Create Purchase Requisition with Catalog [page ] 28 Employee - Procurement Create Purchase Requisition (F1643) The Purchase Requisition is created via
catalog.

Check Purchase Requisition (Optional) [page ] 30 Employee - Procurement My Purchase Requisitions (F1639) Purchase Requisition is created.

Copy Purchase Requisition (Optional) [page ] 31 Employee - Procurement My Purchase Requisitions (F1639) Purchase Requisition is created.

Mass Changes to Purchase Requisitions (Optional) [page ] 32 Purchaser Mass Changes to Purchase Requisitions Purchase Order for consumable mater-
(F2594) (Optional) ial is created.

Monitor Purchase Requisition Items by Account Assignment Accounts Payable Accountant - Purchase Requisition Items by Account Assign-
(Optional) [page ] 34 Procurement ment (F2422)

Approve Purchase Requisition [page ] 36 Manager - Procurement My Inbox - All Items (F2097) Purchase Requisition is approved.

Monitor Purchase Requisition Items (Optional) [page ] 37 Purchaser Monitor Purchase Requisition Items (F2424) Purchase Requisition Item detail page
is dispalyed.

Redistribute Workload (Optional) [page ] 38 Purchaser Redistribute Workload (F2567)

Convert Purchase Requisition to Purchase Order [page ] 40 Purchaser Manage Purchase Requisitions (F1048) Purchase Order is created.

Approve Purchase Order [page ] 42 Purchasing Manager My Inbox - All Items (F2097) Purchase Order is approved.

Change Purchase Order [page ] 43 Purchaser Manage Purchase Orders (F0842A) Purchase Order is updated .

Confirm Receipt of Goods [page ] 44 Employee - Procurement Confirm Receipt of Goods - New (F4489) . Goods Receipt is posted.

Create Supplier Invoice [page ] 46 Accounts Payable Accountant - Create Supplier Invoice (F0859) Invoice Receipt is posted.
Procurement

#unique_40 Purchasing Manager My Inbox - All Items (F2097) Blocked supplier invoice is released.

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4 Test Procedures

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

4.1 Create Purchase Requisition

4.1.1 Create Purchase Requisition with Cost Center

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

Employee create shopping cart for free text material, generate a purchase requisition.

Procedure

Note This APP also supports Acct Assignment Cat P, and 1NT and 35F as a prerequisite if the end user is going to use AAC as P.

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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
1 Logon Logon to SAP Fiori launchpad as an Employee - Procurement . The SAP Fiori launch-
pad displays.

2 Access to Cre- Open Create Purchase Requisition (F1643) The Create Purchase
ate Purchase Requisition screen dis-
Requisitions plays.

3 Create Purchase Choose Create Own Item , if you want to create a free description item.
item

4 Enter General In the General Data section, make the following entries:
Data Material: <Blank>
Short Text: office supply
Material group: YBMM00
ChooseEnters.
You will see the material group with rating if scope item 2XV implemented.
Valuation Price: 100
Currency: USD
Price Unit: 1 EA
Quantity Requested : 100
Unit of Measure: EA
Delivery Date : <today +30>

5 Assign Source On the Source of Supply section, choose Add. The supplier is as-
of Supply In the Add a supplier dialog box: signed.
Supplier : for example, 17300002 as Fixed , and then choose Add.

6 Add to Shop- Choose Add to Cart at the right bottom of the screen. The Purchase Requisi-
ping Cart tion Overview screen
displays.

7 Edit Purchase Choose Purchase Requisition Overview at the top right of the screen to view the cart, and then choose View Cart.
Requisition On the My Purchase Requisition screen:
Item
There are listing 2 cases, you can choose anyone to continue your testing:
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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
Case 1:
Select the item created, and enter the following entries:
Purchasing Group : 003　(which comes from the step Mapping of Material Group to Purchasing Group)
Purchasing Organization: 1710
Company Code : 1710
Plant : 1710
Account Assignment Category : U or K
Account Assignment Category P for account assignments to projects is also supported. In case budget availability control for a
project is active you may run into warning / error messages along the requisition process in case budget thresholds are ex-
ceeded. For further details on the budget availability control for projects you can refer to 1NT test script (component respons-
ible: PPM-CNT)
If you assign Account Assignment Category to K, in the Account Assignment section:
choose serial no.acct.assgt 01.
On the Accounting Details screen, make the following entries:
GL Account: 65100000
Cost center: 17101101
Choose Back.
Choose Save.
Choose Back.
Note If you assign Account Assignment U then, go to the chapter Check Purchase Requisition (Optional) [page ] 30 after the
purchase requisition created.
Case 2:
Select the item created, and enter the following entries:
Purchasing Group : 003
Purchasing Organization: 1710
Company Code : 1710
Plant : 1710
Acct Assignment Cat : K
Distribut.indicator: Distribution by percentage
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 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
On the Account Assignment section, choose serial no.acct.assgt 01.
On the Accounting Details screen, make the following entries:
GL Account: 65100000
Distribution(%): 40
Cost center: 17101101
Choose Back.
Choose Add, go to the second Accounting Details screen and make the following entries:
GL Account: 65100000
Distribution(%): 60
Cost center: 17101501
Choose Save.
Choose Back.

8 Order Choose Order. Purchase Requisition

1000XXXX created.

4.1.2 Catalog Purchasing

4.1.2.1 Manage Catalog Items

Purpose

In this procedure, you define the catalog item for requisitioning.

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Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Log on Log onto SAP Fiori launchpad as a Purchaser. The Fiori launchpad is dis-
played.

2 Open Manage Open Manage Catalog Items (F3149) . The Manage Catalog Items
Catalog Item screen is displayed.

3 Create Catalog On Manage Catalog Items screen, choose Create . Catalog detail information
Item On the Catalog Item screen, navigate to General Information section, and make the following entries: screen is displayed.
Item Description: <Your description>
Material group, : YBMM00
Base Unit of Measure: EA
Catalog: S4H_GLOBALCATALOG
Valid from:<today>
Valid to: <today + 12 month>:
Price per Unit: 1
Order Unit: EA
Price: for example: 1 USD
Plant: 1710
Purchasing Organization: 1710
Company Code: 1710
Navigate to Text Management section. Except for the default description for language EN, you can main-
tain the item description for other language if it is necessary.

4 Save Catalog Item Choose Save to save the catalog item. Catalog Item
created.

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Test Procedures Error: Reference source not found 27
4.1.2.2 Create Purchase Requisition with Catalog

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

Employee create shopping cart for catalog item, then generate a purchase requisition. Please make sure the Preliminary Step Define Settings for Cross-Catalog Search before you start this step.

Procedure

Test Test Step Instruction Expected Result Pass /

Step Name Fail /
# Com-
ment
1 Logon Logon to SAP Fiori launchpad as an Employee - Procurement. The SAP Fiori launchpad displays.

2 Access to Cre- Open Create Purchase Requisition (F1643). The Create Purchase Requisition
ate Purchase screen displays.
Requisitions

3 Create Pur- On the Create Purchase Requisition screen, enter the description which you cre- Add catalog to view Cart.
chase item ated in previous step Manage Catalog Items .
Quantity: 10

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Test Procedures Error: Reference source not found 28
 Test Test Step Instruction Expected Result Pass /
Step Name Fail /
# Com-
ment
and then choose Enter.
Choose Add to Cart with the item which search out.
On the Create Purchase Requisition screen, if you want to create purchase requis-
ition via External catalog, choose a catalog under Catalog section, and select
products listed in the catalog, add to cart, and check out to add it to your Purchase
Requisition.
Please refer chapter Configure Open Catalog Interface Settings for details.

4 View Cart Choose Purchase Requisition Overview at the top right of the screen to view the Maintain the general data.
cart, and then choose View Cart. Make sure that you have done the step Maintain the Default Setting
Select the item created, and enter the following entries: for Users before, otherwise, it is necessary to review and correct Pur-
Purchasing Group : for example, 003 , (which comes from the step Mapping of chase Organization, Company, Plant and Address information data in
Material Group to Purchasing Group) this step.

Organization: for example, 1710

Company Code : for example, 1710
Plant: for example, 1710
Acct Assignment Cat: K
In the Account Assignment section: choose serial no.acct.assgt 1.
On the Accounting Details screen, make the following entries:
GL Account: for example, 65100000
Cost Center: for example, 17101101
Choose Back.
Choose Save.
Choose Back.

5 Make an Order Choose Order. Purchase Requisition 1000XXXX created.

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Test Procedures Error: Reference source not found 29
4.2 Check Purchase Requisition (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this activity, you can check your Purchase Requisition. If you use account assignment U in the section Create Purchase Requisition with Cost Center [page ] 23, you need to change the account
assignment from U to K in this step.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Access the SAP Fiori Logon to SAP Fiori launchpad as an Employee - Procurement. The SAP Fiori launchpad displays.
launchpad

2 Access the App Choose My Purchase Requisitions (F1639) . The Create Purchase Requisition initial
screen appears.

3 Check item details Select Shop on Behalf if you want to check purchase requisition which created for Em- Detail information of the Purchase Re-
ployee_Procure_R. quisition item displays.
Search your Requisition number in the Purchase Requisition list. Select the item to
check the detailed information of the item.

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Test Procedures Error: Reference source not found 30
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Note If there is draft information display, A draft Purchase Requisition already exists
for the user.
Choose Continue.

4 Change Purchase Requisi- Choose Purchase Requisition item. On the Item Details screen, in the General Data
tion(optional) section:
Account Assignment Category: K
In the Account Assignment section:
choose serial no.acct.assgt 1.
On the Accounting Details screen, make the following entries:
GL Account : 65100000
Cost center: 17101101
Choose Back and then choose Save.
Choose Back.

5 Add new Item (Optional) On the My Purchase Requisition screen, choose Add.
You can follow chapter Create Purchase Requisition with Cost Center [page ] 23 for
details.

6 Back to home Choose Back and then choose Order. Purchase requisition 1000XXXX changed.
The purchase requisition also can be viewed / modified from App Manage Purchase
Requisition Professional and role Purchaser.

4.3 Copy Purchase Requisition (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date
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Test Procedures Error: Reference source not found 31
Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Access the SAP Fiori Logon to SAP Fiori launchpad as an Employee - Procurement. The SAP Fiori launchpad displays.
launchpad

2 Access My Purchase Re- Choose My Purchase Requisitions (F1639) . The Create Purchase Requisition initial
quisition screen appears.

3 Copy Purchase requisition Search your Requisition number in the Purchase Requisition list. Select the item Add to shopping cart.
then choose Copy.

4 Edit Purchase Requisition On the My Purchase Requisition screen: Detail information is maintained.
Items Reference Document Status will be shown as Rejected.
Select the item created and enter the following data:
Delivery Data: for example <today+30>.
Choose Save.
Choose Back.

5 Order Choose Order. Purchase Requisition is created.

4.4 Mass Changes to Purchase Requisitions (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

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Test Procedures Error: Reference source not found 32
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this procedure, you can apply changes to multiple Purchase Requisition Items at a time.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Logon Logon to SAP Fiori launchpad as a Purchaser. The Fiori Launch Pad is displayed.

2 Access the App Open Mass Changes to Purchase Requisitions The Mass Changes to Purchase Requisitions screen is displayed.
(F2594).

3 Search for Purchase Re- Set values to some filters. For example: The search results show the details with the respective filter Criteria.
quisition Items Purchase Requisition: the PR number created in pre- By default, all the Purchase Requisition Items are selected for Mass Change oper-
vious Creating Purchase Requisition. ation.
Then choose Go.

4 Display Purchase Re- Select an individual Purchase Requisition Item. The Purchase Requisition Item detail page is shown. Review the details of the
quisition Purchase Requisition and choose Back.

5 Set new Values Choose Mass Edit. A dialog box will open displaying the fields where new values can be set.

6 Apply mass changes Set new values to the desired fields which are dis- A confirmation dialog box would appear to confirm the mass change operation.
played in the dialog box. After choosing Apply, a toast message would occur containing the job id of that
For example: Delivery Date: <Replace Field particular mass change operation. Then choose View Job List.
Value> <today+20>

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Test Procedures Error: Reference source not found 33
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
After setting new values, choose Apply Mass
Changes.

7 Check application job Choose Mass Change Jobs. It will navigate to the Application Jobs page containing the list of Purchase Re-
quisition jobs.
Verify if the job is successful for the selected Purchase Requisition Items.

4.5 Monitor Purchase Requisition Items by Account Assignment (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this procedure, you can monitor each item in Purchase Requisition Items based on account assignment.

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Test Procedures Error: Reference source not found 34
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Logon Logon to SAP Fiori launchpad as an Accounts Payable Accountant - Pro- The SAP Fiori launch Pad displays.
curement.

2 Access the App Open Purchase Requisition Items by Account Assignment (F2422) . The Purchase Requisition Items by Account Assignment
screen displays.

3 Search for Purchase Re- All basic filters are displayed, The search results show the details with the respective fil-
quisition Purchasing Requisition ter Criteria.
Acct Assignment Cat. By default data is filtered by Cost Center.
Cost Center You can choose Adapt Filter to list filters to add adapt fil-
ters.
WBS Element
Asset
Material Group
Fixed Supplier
Purchasing Organization
Purchasing Group
Make the above entries accordingly, then choose Go.

4 Display Purchase Requis- Select an individual line item of the Purchase Requisition Item you want The Purchase Requisition Item screen displays.
ition to display the Purchase Requisition Items details.
Choose Details to display.

5 Verify data displayed on Verify data displayed on the object page. The data should be logically in sync with Purchase Requis-
the object page ition Item.

6 Change grouping and Choose Back (less than symbol) to come to app main view. The data should reload in the app and Grouping and Sort-
Sorting Choose Setting and change the Grouping and Sorting options. And ing should be according selected options.
choose OK.

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Test Procedures Error: Reference source not found 35
4.6 Approve Purchase Requisition

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this procedure, you release a purchase requisition. If the total amount of PR is more than 500.00 USD and order type is NBS. Order type is configured in Maintain the Default Setting for Users
[page ] 8.

Procedure

Note You can ignore this step if you did not set up the Preliminary Steps - Configure Flexible Workflow for Purchase Requisition [page ] 11.

Test Test Step Instruction Expected Result Pass / Fail

Step # Name / Com-
ment
1 Logon Logon to SAP Fiori launchpad as a Manager - Procurement . The SAP Fiori launchpad
displays.

2 Open My Inbox Open My Inbox - All Items (F2097) . A list of already created
Note Maybe you can find the value of Confidence Level for PR approval in the top right corner, that's because scope Purchase Requisition is
item 43E was activated. displayed.

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Test Procedures Error: Reference source not found 36
 Test Test Step Instruction Expected Result Pass / Fail
Step # Name / Com-
ment
3 Edit Purchase Option 1: Select the Purchase Requisition from the left screen. Choose the Purchase Requisition number then choose The Purchase Requisition
Requisition Edit and Approval purchase requisition. On the Edit and Approve Purchase Requisition screen, choose Edit. Then is approved.
change quantity and choose Approve. Choose Approve after entering some comments.
Option 2 : Select the Purchase Requisition from the left screen and choose Approve at the bottom right of the screen.
Enter the approval reason, if needed, then choose Submit.

4 Back to SAP Choose the Home button to go back to the SAP Fiori launchpad. The SAP Fiori launchpad
Fiori launchpad displays.

Note The purchaser requisition creator and requester will receive notification if purchase requisition is rejected.

4.7 Monitor Purchase Requisition Items (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Procedure

In this step you can Monitor your Purchase Requisition Items.

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Test Procedures Error: Reference source not found 37
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
1 Logon Logon to SAP Fiori launchpad as a Purchaser . The SAP Fiori launchpad displays.

2 Access the App Open Monitor Purchase Requisition Items (F2424) . The app opens up displaying only the filters in search bar.

3 Verify the columns displayed in To load data, choose Standard variant . A list of Purchase Requisition is displayed.
output columns Choose Go. Following columns should be displayed by default
Purchasing Requisition Item
Acct Assignment Cat.
Material
Plant
Fixed Supplier
Quantity Requested
Valuation Price
Net Value
Delivery Date

4 Search Purchase Requisition Search the Purchase Requisition by applying Purchase Requis- All Items for the Purchase Requisition are displayed as indi-
ition filter available on the top. vidual line items in the output list.
Choose Go.

5 Display Purchase Requisition Choose individual line item of Purchase Requisition to display The Purchase Requisition Item detail page is displayed.
Item Detail Purchase Requisition Item detail. The data should be logically in sync with the created Pur-
chase Requisition.

6 Back to SAP Fiori launchpad Choose the Home to go back to the SAP Fiori launchpad. The SAP Fiori launchpad displays.

4.8 Redistribute Workload (Optional)

Test Administration

Customer project: Fill in the project-specific parts.

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Test Procedures Error: Reference source not found 38
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Procedure

To run through this, the relevant Purchasing Documents would be listed .On Selection of Purchasing Document/Documents the Reassign Purchasing Group Button shall get enabled . Thereafter, the
user may select the Respective Purchasing Group from the list of respective Purchasing group fom F4. The user can then choose Simulate , this shall list the possibility whether the Purchasing Group
would be Changed or not for the selected Purchasing documents. Henceforth the User can confirm (either Cancel or OK or Save) to get it updated accordingly.
You don't need to approve purchase requisition if you process chapter Manage Conditions to Restart Flexible Workflow, otherwise, you need to process the step Approve Purchase Requisition again,
because workflow restart again after you reassign purchasing group.

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Com-
ment
1. Logon on to Fiori Logon on to Fiori Launchpad as a Purchaser. The SAP Fiori Launchpad displays.
Launchpad

2 Access the App Open Redistribute Workload (F2567) . The redistribute Workload screen displays.

3 Search Purchas- Set values to some filters to search purchasing documents for which you want to redistrib- Initial screenThe search results show the purchasing docu-
ing Document ute workload, then choose Initial screen is displayed.GO. ments details with the respective filter Criteria.
Entry / Entries for example: Note Purchase requisition is closed or data is completed, or
Creation Date status is Released Completed, then Purchase requisition can
be listed.
Document Number
Document Type
Purchasing Organization
Purchasing Group
Document Category

4 Reassign Pur- Select Purchasing Document Entry / Entries you want to redistribute workload. The Reassign Purchasing Group dialog box appears and
chasing Group Choose Reassign Purchasing Group and select a Purchasing Group from the list. new Purchasing Group shall get selected.

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Test Procedures Error: Reference source not found 39
 Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Com-
ment
5 Simulate Choose Simulate. This shall list the simulation messages as to whether the Re-
If all the purchase documents have error on Simulation and Purchasing Group cannot be assignment is feasible or not.
updated for the documents (For example purchase documents already have follow-on
document or get locked), you need to choose Cancel and go back to previous step to se-
lect other purchase documents. It's only allowed you to assign the purchasing group
which maintained in chapter #unique_42 .

6 Save the Reas- Choose Save. The Purchasing Group shall get reassigned accordingly with
signment system message Group has been assigned to
documents to save the Reassignment when
the simulation shows the Reassignment is
feasible..

7 Check Applica- Choose Change Log. It will navigate to Application Jobs page containing the list
tion Jobs Change of Job IDs for all Purchase documents.
Log Verify if the job is successful for the selected Purchase doc-
uments.

4.9 Convert Purchase Requisition to Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

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Test Procedures Error: Reference source not found 40
Purpose

In this activity, the purchaser converts the purchase requisition created employee procurement to purchase order.

Procedure

Test Test Step Name Instructions Expected Result Pass / Fail /

Step # Comment
1 Log on Open the SAP Fiori launchpad as a Purchaser. The SAP Fiori launchpad displays.

2 Access the App Open Manage Purchase Requisitions (F1048) . A list of Requisitions displays.
Note Use the Save Draft.

3 Search a Purchase Requisition created in the sec- Make the following entries: The Purchase Requisition list displays
tion Create Purchase Requisition Plant : 1710 depending on material.

Purchasing Organization: 1710

Material group: YBMM00
Choose Go.

4 Select Purchase Requisition Search a Purchase Requisition created in the section Create Pur- The Select Source of Supply screen dis-
chase Requisition. plays.

5 Prepare the Purchase Order Select the Purchase Requisition where the assigned supplier is dis- The Purchase Order Preview screen dis-
played and choose Create Purchase Order. plays.

6 Create the Purchase Order Select the Purchase Order Type with Standard PO and choose The purchase order is created.
Save.

7 Back to Manage Purchase Requisition In the dialog box, choose OK. Purchase Requisition list displays again.

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Test Procedures Error: Reference source not found 41
4.10 Approve Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this procedure, you release a purchase order. If the total amount of PO is more than 500.00 USD and purchase group is 003, then the PO should do the approval.
If the approval user does not have My Inbox app, you have to check whether business catalog SAP_PRC_BC_PURCHASING_MNGR has been assigned to the business role of the approval user.
Procedure

Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
1. Log on Open the SAP Fiori launchpad as Purchasing Manager. The SAP Fiori launchpad displays.

2. Open Approve Purchase Or- Open A list of already created Purchase Orders is
ders My Inbox - All Items (F2097) displayed.

3. Search for Purchase Order The Purchase Order is displayed.

Status Make the following entry and choose Enter:
Search: <Purchase Order number>

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Test Procedures Error: Reference source not found 42
 Test Step Test Step Name Instruction Expected Result Pass / Fail / Com-
# ment
4. Approve Purchase Order Select the Purchase order in left of the screen and choose Approve at the The Submit Decision screen is displayed.
bottom right.

5. Enter Approval Reason Enter the approval reason if necessary, and then choose Submit. The Purchase Order is approved.

Note For printing handling and the processing of purchase orders, see the chapter Preview Puchase Order (optional) in the Procurement of Direct Materials (J45) test script.

4.11 Change Purchase Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Logon Open the SAP Fiori launchpad as a Purchaser . The SAP Fiori launchpad displays.

2 Access the App Open Manage Purchase Orders (F0842A) . The Manage Purchase Orders screen displays.
A list of already created Purchase Orders display.

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Test Procedures Error: Reference source not found 43
 Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
3 Search Purchase Enter the Purchase Order number or some other content to search The Purchase Order will display.
Order for the Purchase Order.

4 Select Purchase Select the row for the Purchase Order to be changed. The Edit Purchase Order xxx screen displays. The purchase order opens
Order Note You can enter some search criteria to find your Purchase in change mode.
Order.

5 Changing Purchase Choose Edit. The Purchase Order values are changed.
Order Choose item which you want to change to Purchase Order Item
screen.
Choose Tax in part Items:
Tax Code: I1.

6 Submit Purchase Choose Apply. Then choose Order to save the purchase order. Purchase Order is updated.
Order You need to do stepApprove Purchase Order [page ] 42 if the purchase
order needs to approval again.

4.12 Confirm Receipt of Goods

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

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Test Procedures Error: Reference source not found 44
Purpose

This activity posts the receipt of goods with reference to an existing Purchase requisition.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /

Step # Comment
1 Open the SAP Fiori Open the SAP Fiori launchpad as an Employee - Procurement. The SAP Fiori launchpad displays.
launchpad

2 Choose notification Choose the Notifications icon which is at the top right of the Home Screen. A list of Notifications displays.
(Optional) Choose the notifications which is generated by the system.
This notification will be generated only in case the delivery data is in the past if de-
livery data in purchase order is compared with currently data.

3 Confirm goods re- Open Confirm Receipt of Goods - New (F4489) . The Confirm Requisitions screen appears.
ceipt quantity A list of purchase orders display.

4 Finalize the delivery On the Confirm Requisitions screen , enter your PR number and choose Go. The system displays the data for the goods receipt on
(Optional) Choose your PR item in the list. the Confirm Requisitions screen.
On the right screen, choose Edit.
Now you can make the following entries:
In the General Information part:
Document Date: <Date of creation of document>
Posting Date: <Date of posting the document>
Delivery Note: <Reference of the delivery note>
Header Text: <Description of material document>
In the Items part:
Check or change the quantity in filed Delivered Quantity.

5 Confirm the Goods Choose the checkbox for the item and choose Confirm.
Receipt

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Test Procedures Error: Reference source not found 45
4.13 Create Supplier Invoice

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

In this activity, you perform the invoice verification.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail

Step # / Com-
ment
1 Logon Logon to SAP Fiori launchpad as an Accounts Payable Accountant - Procurement. The SAP Fiori launchpad
is displayed.

2 Access the App Open Create Supplier Invoice (F0859). The Create Supplier In-
voice (Original) screen is
displayed.

3 Enter General Make the following entries :

Data Transaction: Invoice
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Test Procedures Error: Reference source not found 46
 Test Test Step Name Instruction Expected Result Pass / Fail
Step # / Com-
ment
Company Code : For example, 1710
Invoice date: <Today>
Posting date : <Today>
Gross Invoice Amount: Value in PO Calculate Tax
Invoicing Party : For example, 17300002
Reference: xxx (reference invoice number from invoicing party).

4 Enter Purchase In thePurchase Order References, check the references.

Order Refer- Make the following entries ,(using a purchase order you previously created):
ences
References Document Category: Purchase Order/ Scheduling Agreement : <XXX>Purchase Order

5 Check the Pur- Check the AmountPurchas, the Quantity, and the Tax Code.
chase Order If the amount is more than 5.5% of the initial amount, it will trigger supplier invoice workflow, which means you need to
Items data do next step - Release Blocked Supplier Invoice and amount changes only work for single account assignment. You can
choose invoice item to display multiple account assignment detail in next screen.

6 Post invoice Choose Post. The invoice is created.

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Test Procedures Error: Reference source not found 47
5 Appendix

5.1 Process Integration

The process to be tested in this test script is part of a chain of integrated processes.

5.2 Succeeding Processes

After completing the activities in this test script, you can continue testing the following business processes:

Process Business Description

Real-Time Reporting and Monitoring for The Procurement Overview Page gives the Purchaser the most important and relevant information at a glance – instead of navigating through many
Procurement(1JI) different transactions and reports.
The Global Filter helps the Purchaser to focus the entire Procurement Overview Page to view all information according to specific suppliers, material
groups, purchasing groups and more.
Through contextual navigation the Purchaser can immediately act upon the displayed information by accessing the app or the object instance or get
more detailed information in the corresponding KPI Drill-Downs.

5.3 Set up Mail Notification for Purchase Requisition Workflow

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

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Test Procedures Error: Reference source not found 48
Business
Role(s)

Responsibility <State the Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

Copy the predelivered email template to the exactly named custom template.
Note The email address has already been maintained for the approval.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail

Step # / Com-
ment
1 Logon Logon to SAP Fiori launchpad as Administrator . The SAP Fiori
launchpad dis-
plays.

2 Access to Maintain Email Templates Choose Maintain Email Templates. The templates
displays.

3 Create Email Template On the Maintain Email Templates screen, choose Prede- Email Template
livered (XX) search Template: SWF_CRT_NOTIFY_RE- copied.
CIPIENTS.
Choose email template then choose Copy then make bellow
entries:
Email Template: _02000458 _CRT_ALL
Name: Overall Release of Purchase Requisition
Choose Copy.
Following templates are available for purchase requisition
workflow:
Workflow for Overall release of Purchase Requisition:
02000458_CRT_ALL
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Test Procedures Error: Reference source not found 49
 Test Test Step Name Instruction Expected Result Pass / Fail
Step # / Com-
ment
02000458_CRT_19
Workflow for Release of Purchase Requisition Item:
02000471 _CRT_ALL
02000471 _CRT_20

On the Maintain Email Templates screen, choose Predelivered (X), search Template:
SWF_WORKFLOW_COMPLETE_NOTIFY .
For the workflow approval, copy the predelivered e-mail template SWF_WORK-
FLOW_COMPLETE_NOTIFY into your namespace. The custom template must fol-
low this pattern: YY1_<ScenarioId>_COMPLETE_POSITIVE
Choose email template then choose Copy, and then make the following entries:
Email Template: _02000458_COMPLETE_POSITIVE
Name: Positive Workflow for Overall Release of Purchase
Requisition
Or
Email Template: _02000471_COMPLETE_POSITIVE
Name: Positive Workflow for Release of Purchase Requisi-
tion item
Choose Copy.

On the Maintain Email Templates screen, choose Predelivered (X), search Template:
SWF_WORKFLOW_COMPLETE_NOTIFY .
For the workflow approval, copy the predelivered e-mail template SWF_WORK-
FLOW_COMPLETE_NOTIFY into your namespace. The custom template must fol-
low this pattern: YY1_<ScenarioId>_COMPLETE_POSITIVE
Choose email template, and then choose Copy, and then make the following entries:
Email Template: _02000458_COMPLETE_NEGATIVE
Name: Negative Workflow for Overall Release of Purchase
Requisition
Or
Email Template: _02000471_COMPLETE_NEGATIVE
Name:Negative Workflow for Release of Purchase Requisi-
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Test Procedures Error: Reference source not found 50
 Test Test Step Name Instruction Expected Result Pass / Fail
Step # / Com-
ment
tion item
Choose Copy.

4 Adjust the text of the mail template Choose Custom tab. Custom Email
Choose Email template, for example, Template opened.
YY1__02000458_CRT_ALL, then go to Email Template
screen.

5 Choose Language Choose Language, for example, English ,then go to Email The Email Tem-
Template Content screen. plate adjusted.
You can edit the Body HTML part and Body Plain Text part
as your request, and then choose Save.

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Test Procedures Error: Reference source not found 51
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names,
menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions. www.sap.com/contactsap

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and
key concepts of a programming language when they are surrounded by body text, for example, SELECT and IN-
CLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and para-
meters, source text, and names of installation, upgrade and database tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documenta-
tion.
<Ex- Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to
ample> make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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PUBLIC
Test Procedures respective logos are trademarksError:
or registered trademarks
Reference offound
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