Fusion Testing
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TC-03011 : Add RFQ Response with External RFQ (Non-Vendor Center)
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Process Area : Procurement - RFQ & PO Contract
Steps To Execute
Interface: Classic Role(s): Kimray - Buyer; Kimray - Purchasing Manager; Kimray - Outsourced Manufacturing Scheduler 1. Request for Quote Excel spreadsheet is sent to a Vendor. This is an external process outside of NetSuite. 2. The Vendor sends the Request for Quote Excel spreadsheet back to Kimray with quote pricing and information. 3. Navigate to Transactions > Purchases > Enter Request For Quote > List and locate the Request for Quote (RFQ) the external RFQ is associated with. -or- - Type the Request for Quote # (RFQ#) into the Global Search bar. 4. Click the 'Edit' button on the Request for Quote (RFQ). 5. Navigate to the Communication tab >Files subtab. 6. Click the 'New File' button. 7. The File window will appear. 8. Validate that Computer is in the 'Attach Form' field. 9. If desired, enter/populated a File Name. - When you enter a File Name, it will be the name of the File to the Customer. If you do NOT enter a File Name, the file will be named how it is saved on your computer. 10. In the Folder field, type RFQ Documents and then click the External RFQ Responses result. 11. Click Choose File. 12. The computers File Explorer window will appear. 13. Navigate to the File/Request for Quote Excel spreadsheet that is desired to be uploaded and click Open. 14. Click Save. 15. In the 'Memo' field, type 'External RFQ Attached'. 16. Click Save on the Request for Quote (RFQ) record.
Expected Results
1. The Request for Quote (RFQ) external form is successfully sent to the Vendor. 2. The Vendor sends the Request for Quote (RFQ) external form back to Kimray. 3. The user successfully locates the Request for Quote (RFQ) in NetSuite associated with the external form 4. The 'Edit' button is clicked. 5. User successfully navigates to the File subtab. 6. 'New File' button is clicked. 7. The File window correctly appears. 8. Computer is populated in the 'Attach Form' field. 9. A File Name is populated if applicable. 10. The Request for Quote file folder is selected. 11. Choose File is clicked. 12. The File Explorer window appears. 13. The user locates and selects the external Request for Quote file. 14. The file is successfully Saved. 15. 'External RFQ Attached' is correctly added to the 'Memo' field. 16. The Request for Quote is saved.