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April 9, 2016

4/09/2016 03:14:00 AM
1
Plan to Inventory Management Flow Script Sequence
When implementing the Plan to Inventory flow family alone, the flow script should be executed in the sequence depicted below.   Flows that may be run concurrently and are independent of each other use the same number with a different letter and therefore may be run concurrently.
Business Scenarios Test Sequences
           Test Status: Draft, Review, Success, and Defective
Tests Test Name
00             Prerequisite Steps  
10             Plan Inventory Count  
 20            Perform Cycle Count  
 30            Perform Physical Count    

Typographic Conventions

This section contains the legend for common abbreviations used throughout the script.

  • Abbreviation Meaning
  • (B) Button 
  • (T) Tab 
  • (ST) Sub Tab 
  • (L) Link 
  • (N) Navigation
  •  (M) Menu 
  • (I) Icon
  •  > Continue Navigation

Summary
This flow script provides the steps that are required for performing Cycle Count and Physical Count for a Subinventory.
Assumptions
It is assumed that all tests will be performed using the “Inventory” responsibility. It is assumed that the appropriate users are created and the responsibilities are assigned.

Test Specification – Prerequisite Steps

Business Process: Open Current Period
Business Flow: Pre-requisite steps for Inventory Count to Reconciliation
Summary Process: Prerequisite Steps
Event:  Description:  Perform Miscellaneous Receipt
Step # Process Step Description
Path and Action Input Data Expected Result Actual Results

Logon to Application

Select the appropriate responsibility.
Username: INVPLANNER Password: welcome
Purchasing Super User Navigator displays

Switch Responsibility. Select the appropriate responsibility.
Responsibility: Inventory

 Perform Miscellaneous Receipt
(N) Transactions > Miscellaneous Transactions
Click (B) Transaction Lines          
Add subsequent transaction lines for these items, with other parameters remaining the same as above:    
Click  (B) Save Close the Miscellaneous Receipt Form
Org: 101
Date: <Today’s date> Type: Miscellaneous Receipt
Item: TestItem
Subinventory: Stores
 UOM: Ea
Quantity: 5
Account: 10.800.504300.00.000.00000
PCB0402 RS0402 RAM0401      
Note down the current on- hand qty after you enter the subinventory    

 Logout of application (M) File > Exit Oracle Applications
 
10 Test Specification – Plan Inventory Count
Business Process: Establish Inventory Planning Policies (PF1960)
Business Flow: Inventory Count to Reconciliation
Summary Process: Plan Inventory Count
Event: Description:  Assign items and classes to ABC Assignment Group and Setup Cycle Count
Step # Process Step Description
Path and Action Input Data Expected Result Actual Results

 Logon to Application Username: INVPLANNER Password: welcome

10.01 Verify ABC Classes (N) Inventory > ABC Codes > ABC Classes Verify classes A, B and C exist
Org: 101 ABC classes exist

 Generate ABC Compile (N) Inventory > ABC Codes > ABC Compiles Query compile name 

Click (B) Open
Click  (B) Compile
Compile Name: Store_Compile  
Print compile results? : No  
Concurrent request for compiling is submitted.
Make sure the request completes successfully before proceeding.

Assign items to ABC Groups

(N) Inventory > ABC Codes > ABC Assignment Groups
Click (B) Assign Items Enter parameters for ABC Classification  
Click (B) Assign
Assignment Group: Store_Assignment_Group Compile Name: Store_Compile
Class: A Inventory Item%: 10 Class: B Inventory Item%: 25 Class: C Inventory Item%: 100
ABC assignment has been completed.  
Values will be rounded as per the inventory value. Ensure that the Value given for the Inventory Item% is greater than the previous class rounded value
Concurrent request is submitted. Make sure the request completes successfully before proceeding.


Verify item Assignments Close the Assign ABC Items form
In the ABC Assignments Group form select Store Assignment Group and click Update Items
Close this form
 Items have been assigned to ABC groups based on the criteria defined in the ABC Compile

Run ‘ABC Assignments report’

(N) Reports > ABC and Counting
Select ‘Single Request’ and Click (B) Ok  
Click (B) OK
Click (B) Submit      
Select ‘ABC Assignments Report’ from the list of values
Parameters: ABC Group: Store_Assignment_Group Sort Option: Item+        
Ensure that the Concurrent Request is completed successfully
The report output shows the same assignment of items in ABC Groups – seen in the previous step.

 Define Cycle Count (N) Counting  > Cycle Counting > Cycle Counts  
Click (B) New
Name: Stores Cycle Count Description: Stores Subinventory Cycle Count Calendar: Inventory Adjustment Account: 10.800.504300.00.000.00000

 Click (T) Scope and Control    
Inactive On: Today’s Date + 1 year Late Days: 1 Starting Seq: 1
Unscheduled Entries: Yes Display System Qty: Yes Count Subinventories: Specific Subinventory: Stores

Click (T) Serial and Schedule 
Auto Schedule: Yes Frequency: Daily Count Zero Quantity: Yes


Click (T) Adjustments and ABC    
Click (I) Save
Close all the open forms
Approval Required: If Out of Tolerance  Qty Variance (+): 10% Qty Variance (-): 10% ABC Initialization Group: Store_Assignment_Group
Option: (Re) initialize    
System submits “Initialize cycle count items” process.
Ensure that the Concurrent Request is completed successfully

Counting  > Cycle Counting > Cycle Counts 

Click (B) Open
Click (B) Classes
Click (I) Save
Close all the open forms
Query: Cycle Count Name: Stores Cycle Count
Class Name​​​​​: A Counts per year: 12 Class Name​​​​​: B Counts per year: 4 Class Name​​​​​: C Counts per year: 2
 
Test Specification – Perform Cycle Count  
Business Process: Manage Cycle Counting
Business Flow: Inventory Count to Reconciliation
Summary Process: Perform Cycle Count
Event:  Description:  Execute Cycle Counting cycle
Step # Process Step Description
Path and Action Input Data Expected Results Actual Results

Define Manual Schedule Count Request

(N) Counting > Cycle Counting > Manual requests
Click (B) Find
Manually schedule a count request  
Click (I) Save
Cycle Count Name: Stores Cycle Count
Subinventory: Stores Schedule Date: Today’s Date Zero Count: checked
No results would be displayed    
Ensure after clicking Save icon Currently Scheduled: Next Scheduled Date: Today’s Date

Perform Full Cycle Count (N) Counting  >Cycle Counting > Cycle Counts  

From the Menu, select Tools >Perform Full Cycle Count    
Select each Request line Click (B) Options
Click (B) Submit
Query for Cycle Count Name: Stores Cycle Count
Parameters: (Enter the Parameters for all lines) Cycle Count Name: < Cycle Count Name > Include Control Items: No Display On Hand Quantities: Yes Subinventory: Stores (Accept default to others)
Save All Output Files: (For all Lines in the request set)

 Generate the Cycle Count Listing Report

From the Menu, select View >Requests
Select the request Cycle Count Listing and click (B) View Output
 Concurrent request should be completed successfully.
The Cycle Count Listing report is seen

 Count inventory manually (not performed in Oracle Applications)
In this step, the Inventory Clerk goes to the designated subinventory and counts items on the Cycle Count Listing report
 
 Enter Cycle Count Quantities

(N) Counting >Cycle Counting > Cycle Count Entries
Click (B) Find
Click (T) Adjustments  
 Click  (I) Save
Cycle Count:  Stores Cycle Count
Find all open count requests: Yes
Enter the Count Quantity values for each item listed on the Count.
For Testing convenience enter 2 for each item.
NOTE: Ensure that certain adjustments are entered that are off by more than 10% by Quantity.  This allows for the approval step below.
 
Business Process: Enter Stock Adjustments (MM1817)
Business Flow: Inventory Count to Reconciliation
Summary Process: Perform Cycle Count
Event:  Description:  Review and Approve Cycle Counting adjustments.
Step # Process Step Description
Path and Action Input Data Expected Results Actual Results

Approve the adjustments

(N) Counting >Cycle Counting > Approve Counts
Cycle Count: Stores Cycle Count  
Click (B) Find  
Click (I) Save
Query counts pending approval only: Yes
Click on Approved radio button for each line after reviewing adjustments.  
Note appears: Adjustments processed

 View Item on-hand quantities to ensure that the Quantities are updated
(N) On Hand, Availability > On-hand Quantity
Click (B) Find
Organization: 101 Subinventory: Stores
Ensure that the quantities on hand reflect the changes made above

 Test Specification –Perform Physical Count
Business Process: Manage Physical Inventory Counts (MM0414)
Business Flow: Inventory Count to Reconciliation
Summary Process: Perform Physical Count
Event:  Description:  Setup Physical Count and Execute Physical Counting cycle.
Step # Process Step Description
Path and Action Input Data Expected Results Actual Results

 Define Physical Inventory

(N) Counting  >Physical Inventory > Physical Inventories
Click (B) New        
Click (I) Save
Close all open forms.  
Name: Stores Physical Count Description: Stores Subinventory for Physical Count Date: Today’s Date Approvals Required: If Out Of Tolerance Qty Variance (+): 10% Qty Variance (-): 10%
Count Subinventories Specific: Yes Subinventory: Stores
Allow Dynamic Tag: Yes

Take Physical Inventory snapshot

(N) Counting  >Physical Inventory > Physical Inventories
Click (B) Open Click (B) Snap Shot  
Close all forms
Query for Physical Inventory: Stores Physical Count    
Note down the Concurrent request number: __________ Ensure that the “Freeze Physical Inventory” program is completed successfully.

 Generate Inventory Tags
(N) Counting  > Physical Inventory > Physical Inventories
Click (B) Open
Click (B) Tags
Click (B) Generate
Query for Physical Inventory: Stores Physical Count
Enter Starting Tag Number: 0001  
Status should be Snapshot Complete with the Snapshot Date as today
Note down the Concurrent request number: __________ Ensure that the “Generate physical inventory tags” program is completed successfully

 Print Physical Count Tags
(N) Reports >ABC & Counting > Single Request
Enter request parameters  
Click (B) OK
Click (B) Submit
(M) View > Requests
Click (B) Find
Select the Specific request
Click (B) View Output
Request Name: Physical Inventory Tags
Physical Inventory: Stores Physical Count Subinventory: Stores Sort By: Item, Subinventory, Locator Range: Full listing
Submit Another Request: No
Name: Physical Inventory Tags
Physical Count Tags report is displayed

Count inventory manually (not performed in Oracle Applications)
In this step, the Inventory Clerk goes to the designated subinventory and counts items on the Physical Count Tags report
 
 Enter Tag Counts
(N) Counting >Physical Inventory> Tag Counts
Click (B) Find  
Click (I) Save
Name: Stores Physical Count
Query all existing tags: Yes
Enter Count Quantity values for all / some items listed on the Count. (Note: You may enter any value you want. But make sure you enter a few zero counts – which will require approval in the next step.)
 
Business Process: Enter Stock Adjustments
Business Flow:Inventory Count to Reconciliation
Summary Process: Perform Physical Count
Event:  Description:  Review and Approve Physical Counting adjustments.
Step # Process Step Description
Path and Action Input Data Expected Results Actual Results

Submit the Count for Approval  
Review the adjustments
(N) Counting >Physical Inventory >Approve Adjustments
Click (B) Find  
Click (I) Save
Name: Stores Physical Count
Query out of tolerance adjustments only: Yes
Click on Approve radio button for all / some lines after reviewing adjustments.

Launch Adjustments (N) Counting >Physical Inventory>Physical Inventories
(N) Tools> Launch Adjustments
Click (B) Launch Adjustments
Query Stores Physical Count  
Adjustment Account: 10.800.504300.00.000.00000 Adjustment Date: