Plan to Replenish

Flow Script
12.0 GB PH v3.0
This document provides step-by-step instruction coinciding with the Plan to Replenish business flow. It may be useful for validation of this specific transaction; therefore the steps should not be modified. Copyright 2005, 2007, Oracle. All rights reserved

Business Scenarios Test Sequences

Tests 00 10 20 30 40 Test Name Prerequisite Steps Establish Inventory Planning Policies (PF1960) Manage Inventory Planning (PF0033) Manage Inventory Planning (PF0033) Generate Requisitions (MM0912) Teste r1 Tester 2 Tester 3 Date Notes

Testing Notes Summary

This flow script provides the steps for inventory planning.

Assumptions
It is assumed that the on hand quantity of the Item RUBMNT is below the minimum level of planning at subinventory Stores. It is assumed there is no open purchase order exists for the item RUBMNT.

00 Test Specification Prerequisite Steps

Business Process: Open Current Period Event:

Business Flow: Pre-requisite steps for Plan to Replenish

Summary Process:

Description: Open current period in Purchasing, Inventory, General Ledger

Ste p#

Process Step Description

Path and Action

Input Data

Expected Result

Actual Results

00. 01 00. 02 Verify Current Purchasing Period is Open

Logon to Application Select the appropriate responsibility. (N) Setup > Financials > Accounting > Control Purchasing Periods Search the current period (the period that contains todays date). Verify the Status. If current period is not Open, open period by selecting Open from Period Status LOV. Click on Home. Switch Responsibility.

ENGINEERING/welc ome OU100_Purchasing Super User

Purchasing Super User Navigator displays

00. 03

Current Period Status should Open

00. 04

Verify Current

Inventory

Inventory Period is Open 00. 05

Select the appropriate responsibility. (N) Accounting Close Cycle > Inventory Accounting Periods Scroll down to the current period (the period that contains todays date). Verify the Status. If period is not opened, click on the row for the current period. Click on the Change Status button Click (B) OK to the caution note. File > Close form Switch responsiblity (N) Setup > Open/Close Org = 101

Current Period Status should Open

00. 06

Verify General Ledger period is open

PL100_General Ledger Super User Ledger: PL100 Status: Any Period: <Current Period>

Click: Find Verify / Change the Status for the current period to Open

Business Process: Check On-hand quantity Event:

Business Flow: Pre-requisite steps for Plan to Replenish

Summary Process:

Description: Check on-hand quantity of min-max planned item.

Ste p#

Process Step Description

Path and Action

Input Data

Expected Result

Actual Results

01. 01 01. 02

Choose Responsibilit y Verify onhand quantity for item

Switch to appropriate responsibility. (N) On-hand Availability > On-hand Quantity Click (B) Find Ensure the on hand quantity of the Item RUBMNT is below the minimum level of planning, i.e 50 nos. Otherwise perform a miscellaneous transaction to bring the on hand availability below this minimum level of planning. Log out of Application

Inventory Org = 101 Item = RUBMNT Subinventory = Stores

01.

Log out

03

Business Process: Create Blanket Purchase Agreement Event:

Business Flow: Pre-requisite steps for Plan to Replenish

Summary Process:

Description: Create Blanket Purchase Agreement for Re-order Point Planned and Min-max planned item

Ste p#

Process Step Description

Path and Action

Input Data

Expected Result

Actual Results

02. 01

Login to application

Login to Oracle E-Business Suite

User= PROCUREMENT Password=welcom e OU100_Purchasing Super User

Select the appropriate responsibility. 02. 02 (N) Purchase Orders > Purchase Orders

OU100_Purchasing Super User Navigator displays Purchase Orders form displays. Type should default to Standard Purchase Order.

02. 03

Enter PO Header

Enter / Verify Operating Unit Navigate to Type field and Input

Operating Unit = OU100

02. 04 02. 05 02. 06 02. 07 02. 08 02. 09 02. 10 02. 11 02. 12

(Select a value from the List of Values) Navigate to the Supplier field and input Navigate to the Ship-to field and verify/change Navigate to the Bill-to field and verify/change Navigate to Amt Agreed and input Enter PO Line 1 Navigate to Type field and enter Navigate to Item field and input

Blanket Purchase Agreement EASTERN INDUSTRIAL PRODUCTS HQ HQ 1,000,000,000.00 Goods Item = RUBMNT

Site should default to EIP Main_PH

Category should default to DEFAULT.DEFAUL T

Navigate to UOM field and input/verify Navigate to Price field and input/verify Click on Save Icon.

Each 50 A blanket order number will be displayed in PO, Rev field and Approve button should be enabled. Goods Item = BA0401 Category should default to DEFAULT.DEFAUL T

02. 13 02. 14 02. 15

Enter PO Line 2

Navigate to Type field and enter Navigate to Item field and input

Navigate to UOM field and input/verify

Each

02. 16 02. 17 02. 18 02. 19

Navigate to Price field and input/verify Click on Save Icon Click on Approve Button Uncheck Email (if checked) Click on OK Button Close the form and return to navigator

100

Approval Form displays. Blanket PO status is changed to Approved Note down the PO Number

Business Process: Update Approved Supplier List Event:

Business Flow: Pre-requisite steps for Plan to Replenish

Summary Process:

Description: Update Approved Supplier List for Re-order Point Planned and Min-max planned item

Ste p#

Process Step Description

Path and Action

Input Data

Expected Result

Actual Results

03. 01

Navigate to Approved Supplier List form

(N) Supply Base > Approved Supplier List 101 Select Organization Click on OK Button Approved Supplier List (101) form is displayed. Type should default to Item. Approved Supplier EASTERN INDUSTRIAL PRODUCTS will be displayed Supplier-Item Attributes (101) form displayed.

03. 02

Query for ASL Details

Query for Item

Item = RUBMNT

03. 03 03. 04 03. 05

Enter Attributesfor the Supplier

Place the cursor in the line item and Click on Attributes button Navigate to Purchasing UOM field and input Navigate to Release Method field and verify / input Each Automatic Release

03. 06 03. 07 03. 08 03. 09 03. 10 03. 11 03. 12 03. 13 03. 14 03. 15 03. 16 03. 17 03. 18 03. Query for ASL Details Enter Attributes for the Supplier

Navigate to Source Documents Tab. Navigate to Type field and Input (Select from List of Values) Navigate to Number field and Input (Select from List of Values) Navigate to Lines field and input line no. Click on Save icon Close the Supplier Item Attributes form Query for Item Place the cursor in the line item and Click on Attributes button Navigate to Purchasing UOM field and input Navigate to Release Method field and input Navigate to Source Documents Tab. Navigate to Type field and Input (Select from List of Values) Navigate to Number field and Input (Select from List of Values) Navigate to Lines field and input line no. Click on Save icon Close forms Logout of Oracle Apps. Each Automatic Release Blanket Enter the Blanket PO generated earlier Enter line no. = 1

Item = BA0401 Supplier-Item Attributes (101) form displayed.

Blanket Enter the Blanket PO generated earlier Enter line no. = 2 Purchasing Super User Navigator displays.

19

10 Test Specification Perform Inventory Planning

Business Process: Establish Inventory Planning Policies (PF1960) Business Flow: Plan to Replenish Summary Process:

Event:

Description:

Ste p#

Process Step Description

Path and Action

Input Data

Expected Results

Actual Results

10. 01

Login to Application

Username = ENGINEERING Password = welcome Select the Inventory responsibility Select Organization = 101 Inventory Planning Method = Reorder Point

10. 02

Verify Planning parameters for Reorder Point planned Item

(N) Items > Organization Items Item = BA0401 Click: Find Navigate to General Planning tab

Navigate to Lead Times tab Preprocessing Lead Time = 10 10. 03 Verify Planning parameters for Min-Max planned Item Query for Item = RUBMNT Navigate to General Planning tab Inventory Planning Method = Min-Max Min-Max Quantity: Minimum: 50 Maximum: 500

Close Form 10. 04 Verify / Update Forecast quantities exists for Items with Re-order point replenishme nt (N) Planning > Forecasts > Entries Query for Forecast: Forecast = REORDER Manually enter a new forecast: Item: Bucket: Date: End Date: Quantity Current: Click: Save Close the Item Forecast Entries form (N) Planning > Safety Stock Update Enter parameters for request Reload safety stocks:

Forecast Quantities should exist for Item BA0401.

BA0401 Weeks <First Monday after today> <Second Monday after today> 100

10. 05

Generate Safety Stock Levels

Selection: Item: Method: Forecast: Safety stock %: (Accept all other defaults) Click: Click: (B) Submit

Specific Inventory Item BA0401 User-defined Percentage REORDER 10

OK Submit another request? Make Sure the request completes normally 10. 06 Verify / Update Safety Stock Levels (N) Planning > Safety Stocks Click: (B) Find No Item: BA0401 System Calculated Safety stock levels for BA0401 should be displayed for the forecasted period Note down the Safety stock (S) calculated for date < First Monday after today> For a 5days week, S = (100/5) X 10% = 2

Update any fractional safety stock quantity to the next higher integer

10.

Close the form

07

Business Process: Manage Inventory Planning (PF0033) Event:

Business Flow: Plan to Replenishment

Summary Process:

Description:

Step #

Process Step Descriptio n

Path and Action

Input Data

Expected Results

Actual Results

11.0 1

Run the Reorder Point Planning Report

(N) Planning > Reorder Point Planning Enter parameters for request Reorder Point Report: Item Selection: Restock: Forecast: Items From: Items To: (Accept all other defaults) Click: Click: Submit another request? OK Submit Note down the Concurrent All reorder point planned items Yes REORDER BA0401 BA0401

11.0 2

Review Reorder Point Planning Report

Make Sure the request completes normally (N) View >Requests Enter the Request ID noted above Click (B) View Output Close the form

No

Request number ______

The report should contain a non-zero reorder quantity for BA0401. Note down this Reorder Qty. Org = 101 Run the request with the following parameters: Planning Level = Subinventory Sub-inventory = Stores (See note 1) Restock =Yes (Accept Default values for other Parameters) Click No in the Decision Box.

11.0 3

Perform Min-Max Planning Run the Min / Max Planning Report

Navigation: Planning > Min-Max Planning

Press the button <OK> Press the button <Submit> Note 1: This process needs to be run / scheduled for all subinventories.

Note down the Concurrent Request number ______ Concurrent process is successfully completed: Go to View My Request; verify concurrent request is

successfully completed 11.0 4 Review the Min-Max report (Online) Navigation: Menu: View >Requests Enter the Request ID noted above Click (B) View Output Logout of oracle apps. Check the MinMax Report Verify that the quantity shown in the Re-order Quantity = Maximum Quantity (Onhand Quantity + Supply Quantity + Demand Quantity)

20 Test Specification Generate Requisitions

Business Process: Generate Requisitions (MM0912) Event: Business Flow: Plan to Replenish Summary Process:

Description:

Step #

Process Step Descriptio n

Path and Action

Input Data

Expected Results

Actual Results

20.0 1

Run the Requisition Import process

Login as Purchasing Superuser.

Navigation: Reports> Run Single Request

Username = PROCUREMENT Password = welcome Select the OU100_Purchasin g Super User responsibility Request Name = Requisition Import Operating Unit = OU100 If the Min-Max process was successful, the Import Source LOV will contain INV. After the requisition

Press the button <OK> Press the button <Submit> Click on No for submititng another request

Parameters:Import Source = INV Group By = Item Multiple

Menu: View >Requests

Distributions = No Initiate Approval after Req Import = Yes

import concurrent process has completed, the output will display the number of requisitions created At the Requisition Lines Summary form: Requisition Information should be populated NOTE: If there is more than one line, then the topmost row is the requisition created now. Also the Requisition quantity should be the same as the Reorder Quantity noted before. At the Requisition Lines

20.0 2

Review Purchase Requisition s for Reordered item

Navigation: Purchasing Super User >Requisitions > Requisition Summary Operating Unit = OU100 Press the button <Find> Item, Rev = BA0401

Get Requisition Number Close Requisition Lines Summary Window 20.0 3 Review Purchase Requisition Navigation: Purchasing Super User >Requisitions > Requisition Summary

s for MinMax planned Item Press the button <Find>

Operating Unit = OU100 Enter Item, Rev = RUBMNT

Summary form:

Requisition Information should be populated NOTE: If there is more than one line, then the topmost row is the requisition created now. Also the Requisition quantity should be the same as the Min-Max Order qty noted before. Latest Release details will be displayed. Ensure that the re-order Quantity matches with the release Quantity

Get Requisition Number Close Requisition Lines Summary Window 20.0 4 Automatic Release for Min-Max planned Item Navigation: Purchasing Super User > Purchase Orders > Releases Query for Supplier and Date: Supplier = EASTERN INDUSTRIAL PRODUCTS Created = <Todays Date> Ensure Item = RUBMNT