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TC-30022 : Manual MRP Blanket Purchase Order Creation in NetSuite
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Process Area : Procurement - PO, BPO, Req
Steps To Execute
Interface: Classic Role(s): Kimray - Buyer; Kimray - Purchasing Manager; Kimray - Outsourced Manufacturing Scheduler; 1. Navigate to Transactions > Purchases > Enter Blanket Purchase Orders. 2. Validate and/or select the Fusion Kimray - Blanket Purchase Order form in the ?Custom Form? field. 3. Select a Vendor in the 'Vendor' field. 4. Validate or Add the Vendor # in the ?Kimray Account # For Vendor? . 5. Validate that the ?Date? is correct. 6. Enter a ?Start Date? and 'End Date' for the Blanket Purchase Order timeline 7. Select the correct ?PO Type?. - CapEx - MRO - Sample - Standard - Tooling - VMI 8. Validate the ?Subsidiary? is Kimray, Inc. 9. Select a Location in the 'Location' field. 10. Validate that the 'Buyer', 'Buyer Email', and 'Buyer Phone #' default correctly. - If the Buyer information is incorrect, update the Employee record. 11. Navigate to the 'Items' tab > Items subtab. 12. Enter and select the 'Item' desired to be purchased. 13. Enter the quantity you would like to purchase in the 'Quantity' field. - This is the Quantity for the duration of the Blanket Purchase Order, not just for a single Purchase Order. 14. Validate the item 'Description', 'Rate', and 'Amount' defaulting for the item selected. - These can be manually updated if needed. 15. Click the + in the 'Schedule' field and then the Pencil icon. 16. Select a 'Create Purchase Order' value. - Manually: You will need to manually release orders on the blanket purchase order to create the purchase orders for items. - At Lead Time: NetSuite releases orders on the blanket purchase order as calculated by item lead times. 17. Select a 'Create Schedule' value. - Manually **Date: Enter the date to schedule the item order. **Quantity: enter the quantity of items to schedule on the item order. **Optionally enter a 'Memo'. **Check the box in the Release column to create this order when the blanket purchase order is saved. ** Click 'Add'. **Repeat these steps to add more orders manually. - Autogenerated **Release Frequency: Choose the period of recurrence required for this schedule: ** Daily ** Weekly ** Monthly **Quarterly - Start Date: Enter the first date to include orders in this schedule. - End Date: Enter the last date to include orders in this schedule. - Click Autogenerate. 18. Select the Location 19. Validate that the Ship-To Location is sourcing correctly if applicable. - Manually enter if needed. 20. Enter data accordingly for the requested custom fields: - PO Line Comments - Manufacturer Part Number (OEM) - Exclude for On-Time Delivery - Drawing # - Revision # - Expected Receipt Date - Tracking Information - PO Change Reason - Deviation Information 21. Click the ?Add? button. - To add additional items re-follow steps 13 to 22. 22. Navigate to the Terms subtab. 23. Validate and/or select the 'Terms'. - Terms will default from the Vendor record. 24. Navigate to the Special Instructions tab. 25. Enter the 'Special Instructions' if applicable: 26. Navigate to the 'Relationships' subtab. 27. Enter a Contact(s) information: 'Contact Name', 'Job Title', 'Email', 'Main Phone', and 'Role'. - User can enter more than one contact. 28. Navigate to the Communication subtab. 29. Add and Track Events, Tasks, Phone Calls, and Files. - To add a File, click the + icon in the Attach File column. - The File window will appear. - Click the + next to the Folder field. - The Document Folder window will appear. - Type the name of the folder in the 'Folder Name' field - Click 'Save'. - Click the 'Choose File' button. - Navigate your Files, select the file, and click Open. - Click 'Save'. 30. Navigate to the Comments tab. 31. Validate and/or update the Standard Comments. 32. Validate and/or update the PO Type Comment. 33. Click Save
Expected Results
1. User successfully navigates to the Blanket Purchase Order. 2. User selects the Fusion Kimray - Blanket Purchase Order form. 3. The Vendor is selected. 4. The Vendor # either defaults correctly or is correctly entered. 5. The Date defaults correctly or is entered correctly. 6. The Start Date and End Date dates are entered. 7. The correct PO Type is selected. 8. The Subsidiary is validated. 9. The correct Location is selected. 10. The Buyer, Buyer Email, and Buyer Phone # is correct. 11. User navigates to the Items subtab. 12. The correct Item is entered/selected. 13. The Quantity is entered. 14. User validates and updates the item Description, Rate, and Amount. 15. The + sign is clicked and then the Pencil icon. 16. A Create Purchase Order value is selected. 17. A Create Schedule field is selected. 18. The Location is validated or selected. 19. The Ship-To Address populates correctly if applicable. 20. The data for the custom fields is entered if applicable. 21. The Add button is clicked. - Steps 13 though 23 are done again for additional items. 22. The User navigates to the Terms subtab. 23. The Terms are selected and/or validated. 24. The user navigates to the Special Instructions tab. 25. The Special Instructions field get populated if applicable. 26. The user navigates to the Relationships subtab. 27. Contact(s) information is successfully entered. 28. The user navigates to the Communications subtab. 29. Events, Tasks, Phone Calls, and Files are added. 30. The user navigates to the Comments tab. 31. The Standard Comment is validated and/or updated. 32. The PO Type Comment is validated and/or updated. 33. The Blanket Purchase Order is saved.