SAP SD Test Sample Case Document

SAP ECC 6.0 Implementation at XXX

Sales and Distribution Test Case Document

1

Table of Content 1

Document History ..................................................................................................... 4

2

Definition ................................................................................................................... 5

3

Role and Responsibilities ......................................................................................... 6

4

Testing Requirements ............................................................................................... 7

5

Testers/participants .................................................................................................. 8

6

Master Records ........................................................................................................ 9 6.1 Creating a Customer Master Record .................................................................... 9 6.2 Changing a Customer Master Record ................................................................ 10 6.3 Displaying a Customer Master Record ............................................................... 11 6.4 Create Contact Person for a Customer Master Record ...................................... 12 6.5 Change Contact Person for a Customer Master Record .................................... 13 6.6 Display Contact Person for a Customer Master Record ..................................... 13

7

Sales....................................................................................................................... 14 7.1 Inquiry ................................................................................................................. 14 7.1.1

Creating Inquiry ......................................................................................... 14

7.1.2

Changing Inquiry ....................................................................................... 15

7.1.3

Displaying Inquiry ...................................................................................... 15

7.2 Quotation ............................................................................................................ 16 7.2.1

Creating Quotation .................................................................................... 16

7.2.2

Change Quotation ..................................................................................... 16

7.2.3

Display Quotation ...................................................................................... 17

7.3 Sales Order ........................................................................................................ 17

8

7.3.1

Create Sales Order .................................................................................... 17

7.3.2

Change Sales Order .................................................................................. 18

7.3.3

Display Sales Order ................................................................................... 18

Delivery ................................................................................................................... 20 8.1 Create Delivery Note .......................................................................................... 20 8.2 Change Delivery Note ........................................................................................ 21 8.3 Display Delivery Note ......................................................................................... 22

2

9

Billing ...................................................................................................................... 23 9.1 Create Bill Document .......................................................................................... 23 9.2 Change Bill Document ........................................................................................ 24 9.3 Display Bill Document ......................................................................................... 25

3

1 Document History Release Date XXXXX

Author XXXXX

Reviewed by

Change Description / Comments

XXXXX

4

2 Definition The overall purpose of testing is to ensure the SAP SD Module performs at an acceptable level for the customer. This document outlines the detailed plan for user acceptance testing of this application. This test plan will be used to record the customers sign off of the documented scenarios. Detailed test scripts/cases have been developed and will be used to record the results of user testing. This document is a high level guide, and is not intended as a replaAUTO for any specific user acceptance testing procedures that individual areas might have.

5

3 Role and Responsibilities Resource Type Project Manager

Responsibilities 

Communication with user side to

Name 

XXXX



XXXX



XXXX

agree on format and scope of UAT. 

Agreement of acceptance criteria with the user prior to commencing UAT

Business Analyst



Assist user with the creation of a detailed test plan.

Test Lead



Ensure that a detailed test plan is available for test users.



Ensure that bugs identified during UAT are logged in test director



Ensure testing takes place within agreed timeframes

Testers



Execute test Scripts/Cases to ensure the application performs at an acceptable level.



Document testing results.

6

4 Testing Requirements 

Testing will take place in PXXXX office. Some testers may choose to perform some testing from their regular workstations where it is possible. Test result must still be coordinated with others.



UAT will take place beginning on March 28, 2013.



Identified testing participants will perform the equivalent of their normal business function in the upgraded environment.



Test Scripts/ Cases and Scenarios will be prepared prior to the start of UAT.



Test participants will conduct the test and document results.



Defects will be entered into test director and tracked by the test lead.

7

5 Testers/participants Testing participants should include representatives from all areas involved in the Sales and distribution. There are benefits to including representatives from across all modules to validate the systems functions before the upgrade goes live in production. The best candidates for UAT are: 

Staff directly impacted by the upcoming system and business process changes.



Frequent users of the application and function planned in test scripts/cases.



Individuals with a sound understanding of business processes in the area they represent.



Willing to experiment or to try various methods to see what works and what doesn’t work.



Patient and have a tolerance for ambiguity.

Tester Name

Department/Area

Area of testing Focus

Representing

8

6

Master Records

6.1 Creating a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Create_Customer Master

OWNER:

SD

BUSINESS CASE:

Creating a Customer Master Data

STATUS:

OK

EXPECTED RESULTS:

Creation of Customer Master Data

RUN DATE:

System Task

By Who m

TCode

SAP Menu Path

Input Screen Title

Customer Create (Initial Screen)

Creating a Customer Master Record

Sales Dept.

XD01

Logistics  Sales and Distribution  Master Data Business Partners  Customer  Create Complete

26/12/2012

Input Data: Field

Input Value

Customer Number

Blank

Account Group

DMC Dealers

Company Code

1000- PXXX PXXX AUTO PLC

Sales Organization Distribution Channel Division

1000- DMC Sales Org. 10- Factory Sales

Results

The System generates internal Customer number.

10- AUTO

Customer Create: General data

Title Name Country Region

Enter or Click Company Apex Construction ET 001-PARIS EU

Customer Create: Company Code data Create Customer: Sales Area Data

Reconciliation Account

1103100010- Trade Debtors for Dealer

Sales District

100001- PARIS EU

Sales Office Currency

1000- PARIS EU ETB- Ethiopian Birr

Customer 100000000 5 has been Created for company code 1000 sales area 1000 10 10

Enter or Click

9

6.2 Changing a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Change_Customer Master

OWNER:

SD

BUSINESS CASE:

Changing a Customer Master Data

STATUS:

OK

EXPECTED RESULTS:

Maintenance of Customer Master Data

RUN DATE:

System Task

Changing a Customer Master Record

By Whom

Sales Dept.

TCode

XD02

SAP Menu Path

Logistics  Sales and Distribution  Master Data Business Partners  Customer  Change Complete

Input Screen Title

Customer Change (Initial Screen)

26/12/2012

Input Data: Field

Input Value

Customer Number

1000000005: Apex Construction

Company Code

1000- PXXX PXXX AUTO PLC

Sales Organization Distribution Channel Division

Results

The System opens change customer: Sales Area Data.

1000- DMC Sales Org. 10- Factory Sales 10- AUTO Enter or Click

Change Customer: Sales Area Data

Make a change For Example: Add City

PARIS EU Enter or Click Click Save

The system displays “Changes Has been made” message.

or

10

6.3 Displaying a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Display_Customer Master

OWNER:

SD

BUSINESS CASE:

Displaying a Customer Master Data

STATUS:

OK

EXPECTED RESULTS:

Display Customer Master Data

RUN DATE:

System Task

By Whom

TCode

SAP Menu Path

Logistics  Sales and Distribution  Master Data Business Partners  Customer  Display Complete

Displaying a Customer Master Record

Sales Dept.

Input Screen Title

Customer Display (Initial Screen)

26/12/2012

Input Data: Field

Input Value

Customer Number

1000000005

Company Code

1000- PXXX PXXX AUTO PLC

Sales Organization Distribution Channel Division

Results

The System Displays “Display Customer: General Data” Screen.

1000- DMC Sales Org. 10- Factory Sales 10- AUTO Enter or Click

XD03 Display Customer: General Data

The system displays all information about customer 100000005

Display Customer: Company Code data

Exit

11

6.4 Create Contact Person for a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Create_Contact_Person_For

OWNER:

SD OK

Customer Master BUSINESS CASE:

Create Contact Person for Customer Master Data

STATUS:

EXPECTED RESULTS:

Create Contact Person

RUN DATE:

System Task

Creating Contact Person for Customer Master Record

By Whom

Sales Dept.

TCode

VAP1

SAP Menu Path

Logistics Sales and Distribution  Master Data Business Partners Contact Person Create

Input Screen Title

Input Data: Field

Input Value

Customer Number

1000000005

Results

Enter or Click

Contact Person: Initial Screen

Contact Person Create

26/12/2012

Title

Mr.

Last Name

Abebe

First Name

Kebede

Enter or Click

The System Displays “Contact Person Create” Screen. The system displays Contact Person 0000000002 created for customer 100000005

Exit

12

6.5 Change Contact Person for a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Change_Contact_Person_Fo

OWNER:

SD OK

rCustomer Master BUSINESS CASE:

Change Contact Person for Customer Master Data

STATUS:

EXPECTED RESULTS:

Change Contact Person

RUN DATE:

26/12/2012

System Task

Changing Contact Person for Customer Master Record

By Whom

Sales Dept.

TCode

VAP2

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics Sales and Distribution  Master Data Business Partners Contact Person Change

Contact Person: Initial Screen

Contact Person

2- Abebe

Department

Sales Manager

The System Displays “Contact Person Change” Screen. The system displays the message “Changes have been made”.

Enter or Click

Click Save button Exit

6.6 Display Contact Person for a Customer Master Record SCENARIO:

SD_01_Test_Scenario_Display_Contact_Person_Fo

OWNER:

SD OK

rCustomer Master BUSINESS CASE:

Display Contact Person for Customer Master Data

STATUS:

EXPECTED RESULTS:

Display Contact Person

RUN DATE:

26/12/2012

System Task

By Whom

TCode

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Displaying Contact Person for Customer Master Record

Sales Dept.

VAP3

Logistics Sales and Distribution  Master Data Business Partners Contact Person Display

Contact Person: Initial Screen Contact Person Display

Contact Person

2- Abebe

The System Displays “Contact Person Display” Screen.

Enter or Click View Contact person information

Exit

13

7 Sales 7.1 Inquiry 7.1.1 Creating Inquiry SCENARIO:

SD_02_Test_Scenario_Create_Inquiry

OWNER:

SD

BUSINESS CASE:

Creating Sales Inquiry

STATUS:

OK

EXPECTED RESULTS:

Creation of Sales Inquiry

RUN DATE:

System Task

Creating Sales Inquiry

By Who m

Sales Dept.

TCode

VA11

SAP Menu Path

Logistics  Sales and Distribution  Sales  Inquiry Create

Input Screen Title

Create Inquiry: Initial Screen

27/12/2012

Input Data: Field

Input Value

Results

Inquiry Type

ZINQ- DMC Customer Inquiry

The System Display Create DMC Customer Inquiry: Overview Screen DMC Customer Inquiry 10000009 has been Saved

Sales Organization Distribution Channel Division

1000- DMC Sales Org. 10- Factory Sales 10- AUTO Enter or Click

Create DMC Customer Inquiry: Overview

Sold-to party 1000000000 Ship-to party 1000000000 Valid to 27/03/2013 Material Code OPC42.5RCBAG Order Quantity 200 Click On Save

14

7.1.2 Changing Inquiry SCENARIO:

SD_01_Test_Scenario_Change_Inquiry

OWNER:

SD

BUSINESS CASE:

Changing a Sales Inquiry

STATUS:

OK

EXPECTED RESULTS:

Change of Sales Inquiry

RUN DATE:

System Task

By Who m

TCode

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Change Inquiry:

Inquiry

10000009

Change DMC

Click on Search

Customer

Button

Inquiry

Initial Screen

Changing

Sales

Sales

Dept

VA12

27/12/2012

Logistics 

100000009:

Sales and

Overview

Distribution 

Inquiry

Sales 

DMC Customer

Inquiry

Inquiry

Change

100000009:

Inquiry

Overview

10000009 has

Change Valid to

08/03/2013

DMC Customer

Click Save

been Saved

7.1.3 Displaying Inquiry SCENARIO:

SD_01_Test_Scenario_Display_Inquiry

OWNER:

SD

BUSINESS CASE:

Displaying Sales Inquiry

STATUS:

OK

EXPECTED RESULTS:

Display Sales Inquiry

RUN DATE:

System Task

Display Sales Inquiry

By Who m

Sales Dept

TCode

VA13

27/12/2012

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution  Sales  Inquiry Change

Display Inquiry: Initial Screen Display DMC Customer Inquiry 10000009: Overview

Inquiry

10000009 Enter or Click Exit

Display the Sales Inquiry

15

7.2 Quotation 7.2.1 Creating Quotation SCENARIO:

SD_01_Test_Scenario_Create_Quotation

OWNER:

SD

BUSINESS CASE:

Creating Sales Quotation

STATUS:

OK

EXPECTED RESULTS:

Creating Sales Quotation

RUN DATE:

System Task

Create Sales Quotation

By Who m

Sales Dept

TCode

VA21

09/01/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution Sales  Quotation  Create

Create Quotation: Initial Screen

Quotation Type Sales Org.

ZFPF- DMC_Factory Performa 1000- DMC Sales Org. 10- Factory Sales

Create the Sales Quotation (Proforma)

Distribution Channel Division

10- AUTO Enter or Click Exit

Create DMC_Factory Proforma: Overview

7.2.2 Change Quotation SCENARIO:

SD_01_Test_Scenario_Change_Quotation

OWNER:

SD

BUSINESS CASE:

Change Sales Quotation

STATUS:

OK

EXPECTED RESULTS:

Changing Sales Quotation

RUN DATE:

System Task

Change Sales Quotation

By Who m

Sales Dept

TCode

VA22

09/01/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution Sales  Quotation  Change

Change Quotation: Initial Screen Change DMC_Factory Proforma 20000039: Overview

Quotation Number

20000039

DMC_Fact ory Proforma 20000039 has been saved

Make any change on Quotations

Click Search Button Save

16

7.2.3 Display Quotation SCENARIO:

SD_01_Test_Scenario_Display_Quotation

OWNER:

SD

BUSINESS CASE:

Display Sales Quotation

STATUS:

OK

EXPECTED RESULTS:

Displaying Sales Quotation

RUN DATE:

System Task

By Who m

Display Sales Quotation

Sales Dept

TCode

VA23

09/01/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution Sales  Quotation  Display

Display Quotation: Initial Screen

Quotation Number

20000039

Display the Sales Quotation (Proforma) 20000039.

Click on Search Button Exit

Display DMC_Factory Proforma 20000039: Overview

7.3 Sales Order 7.3.1 Create Sales Order SCENARIO:

SD_01_Test_Scenario_Create_SalesOrder

OWNER:

SD

BUSINESS CASE:

Create Sales Order

STATUS:

OK

EXPECTED RESULTS:

Creating Sales Order

RUN DATE:

System Task

Create Sales Order

By Who m

Sales Dept

TCode

VA01

09/01/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution Sales  Order  Create

Create Sales Order: Initial Screen

Order Type

ZFAC- Factory Sales Order 100- DMC Sales Org.

Factory Sales Order 50000049 saved.

Create With Reference Create Factory Sales Order: Overview

Sales Org. Distribution Channel Division

Quotation

10-Factory sales 10-AUTO Click on Create with Reference Icon 20000030 click Copy button

click the condition 17

Create Factory Sales Order: Item Data

icon Save the Sale Order by clicking the save icon.

7.3.2 Change Sales Order SCENARIO:

SD_01_Test_Change_SalesOrder

OWNER:

SD

BUSINESS CASE:

Change Sales order

STATUS:

OK

EXPECTED RESULTS:

Change Sales Order

RUN DATE:

System Task

By Who m

Change Sales Order

Sales Dept

TCode

VA02

09/01/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Logistics  Sales and Distribution Sales  Order Change

Change Sales Order: Initial Screen

Sales Order Number

250000049

Change Factory Sales Order 50000049: Overview

Make a Change and save the sales order

Change Apply & factory Sales Order 50000049 has been saved

Click on Search Button Exit

7.3.3 Display Sales Order

SCENARIO:

SD_01_Test_Scenario_Display_SalesOrder

OWNER:

SD

BUSINESS CASE:

Display Sales Order

STATUS:

OK

EXPECTED RESULTS:

Displaying Sales Order

RUN DATE:

System Task

Display Sales Order

By Who m

Sales Dept

09/01/2013

TCode

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Results

Display Sales Oredr: Initial Screen

Order Number

50000049

VA03

Logistics  Sales and Distribution

Display the factory Sales order 50000049.

Click on Search Button 18

Sales  Order Display

Display Factory Sales order 50000049: Overview

Exit

19

8 Delivery 8.1 Create Delivery Note SCENARIO:

SD_01_Test_Scenario_Create_Delivery

OWNER:

SD

BUSINESS CASE:

Create Delivery

STATUS:

OK

EXPECTED RESULTS:

Creating Delivery

RUN DATE:

System Task

Create Delivery

By Who m

Sales Dept

TCode

SAP Menu Path

Logistics  Sales and VL01N Distribution Sales  Shipping and Transportatio n→ Outbound Delivery →Create→ Single Document With Reference to Sales Order

28/01/2013

Input Screen Title

Input Data: Field

Input Value

Results

Create Outbound Delivery with Order Reference

Shipping Point

1101- OPC Loose AUTO

Selection date

28.01.2013

Factory Delivery Note 220000052 has been saved..

Order reference

50000045 Press Enter to continue

Factory Delivery Note Create: Overview

Click on “Picking” Tab

Enter picked Qty Click on “Post Goods Issue”

20

8.2 Change Delivery Note SCENARIO:

SD_01_Test_Scenario_Change_Delivery

OWNER:

SD

BUSINESS CASE:

Change Delivery

STATUS:

OK

EXPECTED RESULTS:

Changing Delivery

RUN DATE:

System Task

Change Delivery

By Who m

Sales Dept

TCode

SAP Menu Path

Logistics  Sales and VL02N Distribution Sales  Shipping and Transportatio n→ Outbound Delivery →Change→ Single Document With Reference to Sales Order

14/03/2013

Input Screen Title

Input Data: Field

Input Value

Results

Create Outbound Delivery

Outbound delivery

220000046

Factory Delivery Note 220000046 has been saved..

Click Enter Factory Delivery Note 220000046 Change: Overview

Make a change

Click on Save button to save the change

21

8.3 Display Delivery Note SCENARIO:

SD_01_Test_Scenario_Display_Delivery

OWNER:

SD

BUSINESS CASE:

Display Delivery

STATUS:

OK

EXPECTED RESULTS:

Displaying Delivery

RUN DATE:

System Task

Display Delivery

By Who m

Sales Dept

TCode

SAP Menu Path

Logistics  Sales and VL01N Distribution Sales  Shipping and Transportatio n→ Outbound Delivery →Display→ Single Document With Reference to Sales Order

14/03/2013

Input Screen Title

Input Data: Field

Input Value

Results

Display Outbound Delivery

Outbound Delivery

220000046

Factory Delivery Note 220000046 has been Displayed..

Click Enter to continue Factory Delivery Note 220000046 Display: Overview

Exit

22

9 Billing 9.1 Create Bill Document SCENARIO:

SD_01_Test_Scenario_Create_Billing Document

OWNER:

SD

BUSINESS CASE:

Create Billing Document

STATUS:

OK

EXPECTED RESULTS:

Creating Billing Document

RUN DATE:

System Task

Create Billing Document

By Who m

Sales Dept

TCode

VF01

14/03/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Logistics  Sales and Distribution Billing  Billing Document → Create

Create Billing Document

Document number

220000052

Results

Click Enter to continue Factory Sales Invoice (ZFF2) Create: Overview of Billing Items

Go to Header Conditions Icon

Select Items & Click on item conditions

Billing factory Sales Invoice (ZFF2) Create: Header Data

Click

Click on Save icon

icon

Document 610000137 has been Saved

.

icon

23

9.2 Change Bill Document SCENARIO:

SD_01_Test_Scenario_Change_BillDocument

OWNER:

SD

BUSINESS CASE:

Change Billing Document

STATUS:

OK

EXPECTED RESULTS:

Changing Billing Document

RUN DATE:

System Task

Change Billing Document

By Who m

Sales Dept

TCode

VF02

14/03/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Logistics  Sales and Distribution Billing  Billing Document → Change

Change Billing Document

Billing Document

6100000025

Company Code

1000

Factory Sales Invoice 6100000025 (ZFF2) Display: Overview of

Click Enter or click on :”Search” Button to continue Make A change

Results

Document 610000002 5 has been Saved..

Click on save button

24

9.3 Display Bill Document SCENARIO:

SD_01_Test_Scenario_Display_BillingDocument

OWNER:

SD

BUSINESS CASE:

Display Billing Document

STATUS:

OK

EXPECTED RESULTS:

Displaying Billing Document

RUN DATE:

System Task

Display Billing Document

By Who m

Sales Dept

TCode

VF03

14/03/2013

SAP Menu Path

Input Screen Title

Input Data: Field

Input Value

Logistics  Sales and Distribution Billing  Billing Document → Display

Display Billing Document

Bill Document

6100000025

Company Code

1000

Results

Document 610000002 5 has been Displayed

Click Enter to continue Factory Sales Invoice 6100000025 (ZFF2) Display: Overview of

Exit

25