Opportunity to Order with C4C Quote using SAP NetWeaver PO

Transcription

1 Test Script SAP Hybris Cloud for Customer 1605 May 2016 English Opportunity to Order with C4C Quote using SAP NetWeaver PO ID: 15Z Table of Contents 1 Test Description 4 2 Prerequisites System Access and Roles Master Data, Organizational Data, and Other Data Business Conditions 6 3 Overview Table 8 4 Test Procedures Manage Accounts Create Activity List Managing Appointments Create Opportunity Maintain Opportunity and Request SAP S/4HANA Pricing Create a Follow up Sales Quote Create External Follow-up Document for Sales Quote Review Opportunity 18 5 Appendix Process Integration Succeeding Processes 20

2 Typographic Conventions 2015 SAP SE or an SAP affiliate company. All rights reserved. 2

3 Document History Revision Change Date Description 0 September 14, 2015 Published version Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before hand -over to project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before hand-over to the customer, unless deemed helpful to explain the larger context. If there are any special requirements that do not fit into the template, add instructions to the appendix. Test Description 2015 SAP SE or an SAP affiliate company. All rights reserved. 3

4 1 Test Description This scenario describes all the activities for the Opportunity to Order scenario with the Quote in Cloud system and this is explained in the context of SAP Best Practices for SAP S/4HANA integration with SAP Hybris Cloud for Customer. The business process encompasses the following scope: o o o o o o o Searching for and reviewing account information. Creating activities like appointments adding them to activity lists, changing the status, deleting the appointments Create a new opportunity using SAP S/4HANA Master Data Check prices using SAP S/4HANA Master Data Create a follow up quote to the opportunity in SAP Hybris Cloud for Customer system Request external pricing from SAP S/4HANA for the follow up quote created Create a follow-up external document to sales quote The main target group for this scenario is sales people looking for fast, easy sales applications that help them close business. Test Description 2015 SAP SE or an SAP affiliate company. All rights reserved. 4

5 2 Prerequisites This section summarizes all prerequisites to conduct the test in terms of systems, users, master data, organizational data, and other test data and business conditions. 2.1 System Access and Roles The test is conducted in the following systems: System SAP Hybris Cloud for Customer System SAP S/4HANA Details <Provide details on how to access system, e.g. system client or URL> <Provide details on how to access system, e.g. system client or URL> Use the following standard test users or assign roles to testers, respectively: Business Role Business Role Description Business Role ID Log On Sales Employee Sales Employee SALES_ROLE Test user: <DOMDIRECTSALES> Password: <Welcome2> 2.2 Master Data, Organizational Data, and Other 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 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 sample data: Data Sample Value Details s Material TG11 Trading Good for Reg. Trading (MRP planning) no batch Prerequisites 2015 SAP SE or an SAP affiliate company. All rights reserved. 5

6 Data Sample Value Details s Material TG12 Trading Good for Reg. Trading (reorder point planning) no batch Material TG20 Trading Good for Reg. Trading (reorder point planning) no batch Sold-to party Ship-to party Payer Plant 1710 Customer domestic 03 Customer domestic 05 Customer domestic 03 Customer domestic 05 Customer domestic 03 Customer domestic 05 You can test the scope item using another domestic customer is for credit management. Storage Location 171A Shipping Point 1710 Sales organization 1710 Distribution channel 10 Division Business Conditions Before this scope item can be tested, the following business conditions must be met. Business Condition 1 BD9 Sales Order Processing: Sale from Stock - All relevant steps described in the Business Conditions and Preliminary steps chapters are completed. Prerequisites 2015 SAP SE or an SAP affiliate company. All rights reserved. 6

7 Prerequisites 2015 SAP SE or an SAP affiliate company. All rights reserved. 7

8 3 Overview Table The scope item Opportunity to Order with C4C Quote using SAP NetWeaver PO consists of several process steps provided in the table below. Example Process Step Business Role UI Type Expected Results Manage Accounts Sales Employee SAP Hybris Cloud for Customer UI Account overview page is displayed after searching the right account to be viewed. Select the account to see the details of the account. Account team is displayed; new member can be added to the account team. Creating Activity List Sales Employee SAP Hybris Cloud for Customer UI A new activity list is created. Managing appointments Sales Employee SAP Hybris Cloud for Customer UI An appointment is created, added to activity list, changed the status and deleted. Create Opportunity Sales Employee SAP Hybris Cloud for Customer UI Opportunity is created in SAP Hybris Cloud for Customer Maintain Opportunity and Request SAP S/4HANA Pricing Sales Employee SAP Hybris Cloud for Customer UI Pricing is received from SAP S/4HANA Create a Follow up Sales Quote Sales Employee SAP Hybris Cloud for Customer UI Sales quote with external pricing is created as follow up to the opportunity. Create External Follow-up Document for Sales Quote Sales Employee SAP Hybris Cloud for Customer UI Sales order is created in the follow-up system. Review Opportunity Sales Employee SAP Hybris Cloud for Customer UI Overview Table 2015 SAP SE or an SAP affiliate company. All rights reserved. 8

9 4 Test Procedures This section describes test procedures for each process step that belongs to this scope item. The test should take around 100 minutes 4.1 Manage Accounts Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 minutes Purpose The purpose is to search for an existing Account in SAP Hybris Cloud for Customer system and edit some details in C4C system. This account should already exist in the SAP S/4HANA. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1. Launch SAP Hybris Cloud for Customer Enter the SAP Hybris Cloud for Customer system URL In your browser enter the User ID and Password, and click Log On. Successful login Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 9

10 Test Step # Test Step Name Instruction Expected Result Pass / Fail / 2. Choose Customers Work center view 3. Search Account with specific detail 4. Open Account overview page On the top navigation bar go to S ACCOUNTS Choose the option All from the dropdown box in the menu bar In the Find field enter any keyword or field value to search for an account. For example: City: PaloAlto AccountID: (This is optional. Either S/4HANA customer ID or C4C account ID can be used for the search.) Click the account name. All accounts will be displayed. A list of accounts with details will be displayed The account overview page is displayed. 5. Display Account Team Choose ACCOUNT TEAM on the top menu bar. The Home page appears. The details of account team are displayed. 6. Add a New team member Choose Add button. 7. Save the Account Team Choose Add. Enter details of team member to be added as follows: Party Role: <choose from the drop down> Name:<select a name from the help> Select the Main checkbox, to add the team member as main contact. Choose Save. A new member to ACCOUNT TEAM is added. You have entered a description and a prospect. The changes to ACCOUNT TEAM are saved. Note Account team information resides only in SAP Hybris Cloud for Customer system and is not exchanged with the SAP S/4HANA back-end system. Initial load of the same account from SAP S/4HANA clears the account team information. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 10

11 4.2 Create Activity List Purpose Purpose is to create an activity list. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 View Activity List From the SAP Hybris Cloud for Customer home page choose ACTIVITIES- > ACTIVITY LISTS Activity list is displayed. 2 Create Activity List Choose NEW. Type: Appointment list Name : <Enter a name> Choose Save after entering the details. The Appointment list is created. 4.3 Managing Appointments Purpose Purpose is to create an activity like appointment and add it to an Activity List. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 View Appointment From the SAP Hybris Cloud for Customer home page choose ACTIVITIES- > APPOINTMENTS List of appointments is displayed. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 11

12 Test Step # Test Step Name Instruction Expected Result Pass / Fail / 2 Create appointment 3 Add appointment to activity list Choose NEW. Enter the following: Subject :<Enter the subject> Account: Choose Save On the appointment list, highlight the created appointment. Click on the Settings button and choose Add to Activity List In the Select an Activity List choose an activity from the help for < For ABC Customer> Choose OK. An appointment for a contact is created. The appointment is added to the activity list. 4 Change status of Appointment On the appointment list, highlight the created appointment. Click on the Actions button and choose <status>. For example: Set as Active / In Process/ Complete The status of the appointment has changed. 4.4 Create Opportunity Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Sales Employee Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 Minutes Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 12

13 Purpose In this activity, you create an opportunity in the SAP Hybris Cloud for Customer. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1. Launch Home Page Access the SAP Hybris Cloud for Customer system using URL and log on with the appropriate user and password. Successful login 2. Choose Opportunities Work Center View Choose Sales on the top navigation bar and then choose Opportunities Opportunities work center is opened and the list screen is shown. 3. Create New Opportunity On the top right corner of the Opportunities list screen, choose New. Opportunity Create screen is opened. 4. Provide the following opportunity information 5. Save the Opportunity On the Opportunity Create screen, enter the required data Name: <enter name> Account: < > Primary Contact: <enter primary contact> Expected Value: <enter expected value> Start Date: <enter a date> Close Date: <enter a date> Probability: <Enter probability> Owner: <Enter Owner> On the Opportunity Create screen, choose Save Data is accepted by the system. Opportunity is saved in the SAP Hybris Cloud for Customer system. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 13

14 4.5 Maintain Opportunity and Request SAP S/4HANA Pricing Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Sales Employee Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 Minutes Purpose In this activity, you assign a product to the opportunity and request the pricing for the product from SAP S/4HANA. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 Open the Opportunity On the Opportunities list screen, choose the opportunity to which you want to add a product. Opportunity overview screen is displayed. 2 Edit the opportunity Choose Edit. In the left side panel, change the distribution channel. Distribution Channel: Direct Sales Z1 Choose Save. 3 Add Product On the top navigation bar, choose Products tab and choose Add on the top right corner of the products screen. A window is displayed to add the products. 4 Provide the details On the window, enter the following details: Product: <Enter Material> Quantity: <Enter Quantity> Notes: <enter Notes> Choose OK and Choose Save Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 14

15 Test Step # Test Step Name Instruction Expected Result Pass / Fail / 5 Request Pricing Note On the top right corner of the products screen, choose Actions and then choose Request Pricing Based on a sales order simulation in the SAP S/4HANA backend, the price for the product is displayed on the products screen in the SAP Hybris Cloud for Customer application. 6 Save Choose Save Opportunity data is saved. You assigned a product to the opportunity and requested the pricing for the product from SAP S/4HANA. 4.6 Create a Follow up Sales Quote Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Sales Employee Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 Minutes Purpose In this activity, you create Sales quote and submit your Sales Quote for approval.. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 15

16 Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 Open the Opportunity On the Opportunities list screen, choose the opportunity to which you want to create a follow up Quote. Opportunity overview screen is displayed. 2 Edit the opportunity On the SALES DOCUMENT page, choose Edit. 3 Create New Sales Quote 4 Verify the following information 5 Save and Open the New Quote From the SALES QUOTES section, select New On the New Quote screen, data is auto filled. Verify the following data Document Type: <Sales quote with external pricing> Account: < > Primary Contact: <enter primary contact> External Reference: <enter any text for your reference> Date: <enter value> Owner: <Enter Owner> Sales Unit: <Choose Sales Unit> On the New Quote Screen, choose Save and Open New Quote Create page is opened. Personalize the Create screen to show the Document Type field. Data is accepted by the system. Sales quote is saved in the SAP Hybris Cloud for Customer system and overview screen is opened. 7 Maintain product data Product maintained in the opportunity is auto filled. 8 Calculate Product price Choose Actions Request External Pricing from external system. Price is fetched from the external system and displayed on the screen. 10 Save your changes 11 Submit Choose Save From the Actions dropdown menu choose Submit. Sales quote is saved in the SAP Hybris Cloud for Customer system. Sales Quotation is saved with No Approval necessary status. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 16

17 4.7 Create External Follow-up Document for Sales Quote Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Sales Employee Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 Minutes Purpose In this activity, you review the sales quote with related sales documents for the sales order in the SAP Hybris Cloud for Customer.. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 Launch Home Page Access the SAP Hybris Cloud for Customer system using URL and log on with the appropriate user password. Successful login 2 Choose Sales Quotes Work Center View Choose Sales on the top navigation bar and then choose Sales Quotes Sales Quotes work center is opened and the list screen is shown. 3 Open Sales Quote Open the sales quote by clicking on the ID of the sales quote Sales Quote overview screen is displayed. 4 Create External Follow-up Document for Sales Quote Choose Actions dropdown and then choose Create External Follow-up Document. External follow-up document to this sales quote (i.e., Sales Order) is saved in SAP S/4HANA backend system. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 17

18 4.8 Review Opportunity Test Administration Customer project: Fill in the project-specific parts (highlighted). Test Case ID <X.XX> Tester Name Testing Date Click here to enter a date. Business Role(s) Sales Employee Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration 10 Minutes Purpose In this activity, you review the opportunity with related sales documents in the SAP Hybris Cloud for Customer.. Procedure Test Step # Test Step Name Instruction Expected Result Pass / Fail / 1 Launch Home Page Access the SAP Hybris Cloud for Customer system using URL and log on with the appropriate user and password. Successful login 2 Choose Opportunities Work Center View Choose Sales on the top navigation bar and then choose Opportunities Opportunities work center is opened and the list screen is shown. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 18

19 Test Step # Test Step Name Instruction Expected Result Pass / Fail / 3 Choose the Opportunity From the Opportunities list screen, choose the opportunity you have created in step Create Opportunity. Opportunity overview screen is displayed. 4 Display Sales Documents On the top right corner of the Opportunity screen, choose Sales Documents from the Show tab menu. Sales quote is displayed in the list screen. 5 Choose Sales Quote Choose the ID for sales quote. Sales Quote overview screen is displayed. 6 Display Document Flow On the top right corner of the Sales Quote screen, choose Document Flow from the Show tab menu. Displays the PDF icon for opportunity, sales quote and Sales Order 7 Display PDF Choose the PDF icon displayed next to Standard Order (i.e., Sales Order). Standard Order (i.e., Sales Order) created in SAP S/4HANA is shown in the PDF format. Test Procedures 2015 SAP SE or an SAP affiliate company. All rights reserved. 19

20 5 Appendix 5.1 Process Integration The process to be tested in this test script is part of a chain of integrated processes Succeeding Processes After completing the activities in this test script, you can continue testing the following business processes: Process Sales Order Processing: Sale from Stock (BD9) Business Condition Once the sales order is created in SAP S/4 HANA system, the follow-up processes can be executed for this sales order. Appendix 2015 SAP SE or an SAP affiliate company. All rights reserved. 20

21 Typographic Conventions Type Style Example Example EXAMPLE Example Example <Example> Description 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. Emphasized words or expressions. 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 INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAM PLE Keys on the keyboard, for example, F2 or EN TER. Appendix 2015 SAP SE or an SAP affiliate company. All rights reserved. 21

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