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TC-30026 : Purchase Order Updates
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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. Locate the Purchase Order that requires updating: - Navigate to Transactions > Purchases > Enter Purchase Orders > Lists -or- - Global Search for the Purchase Order #. -or- - Reivew the 'Fusion Kimray - Open Purchase Order' or 'Fusion Kimray - Purchase Orders Pending Approval' saved search. 2. Click Edit to open the Purchase Order. 3. Make the appropriate Purchase Order header changes. - Memo - Update the Location - Update Exclude from Supply Planning. - Update PO Confirmed. ***This is the checkbox you will check once the Vendor confirms with you that they have received the Purchase Order. 4. Navigate to the Items subtab and make the appropriate item changes. - Update the Quantity. **This is the step for updating the quantity for an Overage. - Update the Rate/Amount. - Update the Location and/or Ship-To Address. - Update Exclude from On-Time Delivery checkbox. - Update the Drawing #. - Update the Revision #. - Update the Promise Date. - Update the Expected Receipt Date. - Update the Deviation #. ** Add Deviation # paperwork to the communications tab. 5. If any Item updates are made, select a PO Change Reason for each item updated. 6. Navigate to the Billing tab and make the appropriate updates. - Update the Vendor Select. - Update the Terms. 7. Navigate to the Relationships tab and add additional Contacts. - Select an existing contact in the Contact dropdown list and click Attach. - To add a new Contact, click the New Contact button. 8. Navigate to the Communications tab. - Send Emails to the Vendor and/or Vendor Contacts via the Messages subtab. - Attach Files via the Files subtab. - 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'. - Make any Internal Notes with the User Notes. 9. Navigate to the Comments tab to add/update the Standard PO Comment and/or PO Type Comment. 10. Click Save. 11. Navigate to the System Notes tab. 12. Review the Revision #, Revision History, and Latest Revision fields.
Expected Results
1. The desired Purchase Order is located. 2. The user edits the Purchase Order. 3. The desired Purchase Order header information is updated. 4. The desired Purchase Order item updates are made. 5. If item updates were made, the PO Change Reasons are defined. 6. The desired Billing information is updated. 7. If desired, additional Contacts are added to the Purchase Order. 8. Emails, Attachments, and Notes are added to the Purchase Order. 9. The Comments are updated. 10. The Purchase Order is saved. 11. User navigates to the System Notes tab. 12. The user reviews the Revision related fields.