Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 1

Test Script CUSTOMER

SAP S/4HANA - 15-08-17

Real-Time Reporting and Monitoring for

Procurement

Table of Contents

1 Purpose 2

2 Prerequisites 3
2.1 System Access 3
2.2 Roles 3
2.3 Business Conditions 3
2.3.1 Business Conditions for Procurement Overview Page 3
2.3.2 Business Conditions for Monitor Purchase Contract Items Analytical List Page 4

3 Overview Table 5

4 Test Procedures 6
4.1 Overview Page for Procurement 6
4.2 Monitor Purchase Contract Items Analytics List Page 11
4.3 Monitor RFQ Items Analytics List Page 13
4.4 Monitor Purchase Order Items Analytics List Page 14
4.5 Monitor Supplier Confirmations Analytics List Page 16
1 Purpose

The Procurement Overview Page displays, at a glance, the most important information and tasks relevant for a purchaser. All the relevant information is
shown on a single page - visualized on actionable cards for multiple types of content in an attractive and efficient way. The user-friendly experience makes
viewing data, filtering data and acting upon it simple, faster and smarter – even on mobile devices. Analytical list pages are also provided to monitor the
purchase contract items, monitor supplier confirmation and monitor purchase order items.
The Purchaser views a high-level overview of important information, such as expiring contracts, overdue purchase orders or urgent purchase requisitions as
well as an overview of different procurement KPIs. With these KPIs, the Purchaser can easily determine the performance of suppliers, monitor non-managed
spend or purchasing spend, and quickly discover trends and potential areas of improvement.
This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each
process step is covered in its own section, providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but
are needed for testing are marked accordingly (see the Test Step column). Customer-project-specific steps must be added.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 2
2 Prerequisites

This section summarizes all prerequisites needed to conduct the test in terms of system, users, master data, organizational data, and other test data and
business conditions.

2.1 System Access

The test should be conducted with the following system:

Syste Details
m
Syste Accessible via the SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps
m assigned to your role.

2.2 Roles
Assign the following business roles to your individual test users.
Note The following roles are provided as example roles from SAP. You can use these as templates for your own roles.

Business Role Business Role ID Log On

Name
Purchaser SAP_BR_PURCHASE Please ask your system administrator to assign to the
R testers.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 3
2.3 Business Conditions

2.3.1 Business Conditions for Procurement Overview Page

Before this scope item can be tested, the following business conditions must be met.

Scope Item Business Condition

18J - Requisitioning Requisitioning
BMD - Purchase Contract Purchase Contract
BMK - Return to Supplier Return to Supplier
BMR - Scheduling Agreements in Procurement and Consumption of Consigned
Procurement Inventory
BMY - Subcontracting Subcontracting
BNX - Consumable Purchasing Consumable Purchasing
J45 - Procurement of Direct Materials Procurement of Direct Materials
The following business conditions are optional before scope item 1JI.

Scope Item Business Condition

19C - Activity Management in Supplier Activity Management
Procurement
19E - Supplier Classification and Supplier Classification and
Segmentation Segmentation

2.3.2 Business Conditions for Monitor Purchase Contract Items Analytical List Page
Before this scope item can be tested, the following business conditions must be met.

Scope Item Business

Condition
BMD - Purchase Purchase Contract
Contract
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 4
3 Overview Table

The scope item Real-Time Reporting and Monitoring for Procurement (1JI) consists of several process steps, reports, or items provided in the table below.

Process Step, Report or Item Business Transaction/App Expected Results

Role Name
Overview Page for Procurement [page ] 6 Purchaser The Procurement Overview Page is running properly.
Buyer
Monitor Purchase Contract Items Analytics List Page [page ] 11 Purchaser The Monitor Purchase Contract Items is running properly.
Monitor RFQ Items Analytics List Page [page ] 13 Purchaser The Monitor RFQ Items Analytics List Page is running
properly.
Monitor Purchase Order Items Analytics List Page [page ] 15 Purchaser The Monitor Purchase Order Items Analytics List Page is
running properly.
Monitor Supplier Confirmations Analytics List Page [page ] 16 Purchaser Monitor Supplier Confirmations Analytics List Page is running
properly.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 5
4 Test Procedures

This section describes test procedures for each process step that belongs to this scope item.

4.1 Overview Page for Procurement

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Purpose

You have implemented the Procurement Overview Page. With the following steps, you can test if the Procurement Overview Page is running in a correct way.

Procedure

Table 1: Procurement Overview Page: General Test – Purchaser

Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Comment
1 Log on Log on to the Fiori Launch Pad as purchaser (see Log on system successfully.
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 6
 required roles above).
2 Starting the Open the app Procurement Overview Page. Check that the Procurement Overview Page app is
Procurement starting and the following cards are shown including
Overview Page content (exact names may vary):
Contract Monitoring
Open Purchase Requisition Items
Overdue Purchase Order Items
RFQ Monitoring
3 Usage of Global Filter The Smart Filter Bar for the Global Filter is Check if the content of the corresponding cards is
shown on top of the Procurement Overview filtered accordingly.
Page.
Additional fields can be added to the Smart
Filter Bar via Adapt Filters and selecting More
Filters in the popup.
The content of the shown cards is filtered via
corresponding fields in the Smart Filter Bar.
Enter different values in different fields of the
Global Filter.
4 Passing of filter Having an active filter criteria (e.g. filtered via a Check if the filter values from the Procurement
criteria to specific supplier), click on different card Overview Page have been applied in the
corresponding app headers. corresponding App / KPI Drilldown as well.
5 Hide Cards Click on the User Icon on the top left of the Check that cards can be re-arranged, hidden and
page. shown again.
Click on Manage Cards.
Disable various cards via the toggle buttons in
the popup and click on OK.
In the same way, you can add the cards again to
the Overview Page. (or simply click on Reset in
the Manage Cards Popup)
In addition, you can drag and drop the cards on
the Procurement Overview Page.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 7
 Table 2: Procurement Overview Page: Card-Specific Test -Purchaser
Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Comme
nt
1. Contract Monitoring, Monitor After launching the Procurement Check that the data is shown properly.
Purchase Requisition Items, Overview Page, investigate the cards
Overdue Purchase Order Contract Monitoring, Open Purchase
Items, RFQ Monitoring Requisition Items, Overdue Purchase
Order Items.
1.1 Header Navigation to Apps Click on the headers of these cards. The corresponding App should be started, e.g. Manage
Purchase Contracts, Manage Purchase Requisitions, My
Purchasing Document Items or Manage RFQs.
1.2 Item Navigation to Apps Click on items of these cards. The lines should navigate to the corresponding Object
Page / Display Transaction (Contracts, RFQs and
Purchase Orders). The Purchase Requisition Items
navigate to a pre-filtered Manage Purchase Requisitions
App.
1.3 For card Overdue Purchase Change view from Overdue to In Check that the data is shown properly.
Order Items ,Switch Overdue Approval and back again
and In Approval
1.4 For card Monitor Purchase Change view from Unsourced to Open Check that the data is shown properly.
Requisition Items ,Switch and back again.
Unsourced and Open

Table 3: Procurement Overview Page: General Test - Buyer

Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Comment
1. Log on Log on to the Fiori Launch Pad as purchaser (see Log on system successfully.
required roles above).
2. Starting the Open the app Procurement Overview Page. Check that the Procurement Overview Page app is
Procurement starting and the following cards are shown including
Overview Page content (exact names may vary):
Purchasing Spend
Purchasing Spend Trend
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 8
 Non-Managed Spend
Off-Contract Spend
Supplier Performance Monitoring
Supplier Evaluation Trend
Purchase Requisition Item Types
Purchase Requisition Touch Rate
Open Activities
3. Usage of Global Filter The Smart Filter Bar for the Global Filter is Check if the content of the corresponding cards is
shown on top of the Procurement Overview filtered accordingly.
Page.
Additional fields can be added to the Smart
Filter Bar via Adapt Filters and selecting More
Filters in the popup.
The content of the shown cards is filtered via
corresponding fields in the Smart Filter Bar.
Enter different values in different fields of the
Global Filter.
4. Passing of filter Having an active filter criteria (e.g. filtered via a Check if the filter values from the Procurement
criteria to specific supplier), click on different card Overview Page have been applied in the
corresponding app headers. corresponding App / KPI Drilldown as well.
5. Hide Cards Click on the User Icon on the top left of the Check that cards can be re-arranged, hidden and
page. shown again.
Click on Manage Cards.
Disable various cards via the toggle buttons in
the popup and click on OK.
In the same way, you can add the cards again to
the Overview Page. (or simply click on Reset in
the Manage Cards Popup)
In addition, you can drag and drop the cards on
the Procurement Overview Page.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 9
 Table 4: Procurement Overview Page: Card-Specific Test - Buyer
Test Test Step Name Instruction Expected Result Pass /
Step Fail /
# Comment
1. Open Activities Investigate the card stack Open Activities. If there are open activities in the system, the number
of open activities is shown on top of the card stack.
1.1 Investigate Card Stack If there are open activities in the system: Click Check that the data is shown properly.
on the card stack. The Object Stream is opened
which shows one open activity per Quick View
Card.
1.2 Navigation Click on one Quick View Card. The corresponding activity should be shown.
2. Purchasing Spend, Non- Investigate the cards Purchasing Spend, Non- Check that the data is shown properly.
managed Spend, Off- managed Spend, Off-Contract Spend
Contract Spend
2.1 Switch by Supplier and Change view from supplier to material group Check that the data is shown properly.
by Material Group and back again
2.2 Header Navigation to KPI Click on the headers of these cards. The corresponding KPI Drilldown App (e.g. Non-
Drilldown Managed Spend) should be launched.
2.3 Item Navigation to KPI Click on items of these cards. The corresponding KPI Drilldown App (e.g. Non-
Drilldown Managed Spend) should be launched – with an active
filter of the selected supplier / material group from
the card.
3. Purchasing Spend Trend, Investigate the cards Purchasing Spend Trend, Check that the data is shown properly.
Supplier Evaluation Supplier Evaluation Trend
Trend
3.1 Header Navigation Click on the card header. The corresponding KPI Drilldown App should be
launched.
3.2 Data-Point Navigation Click on a data point on the Trend Line. The corresponding KPI Drilldown App should be
launched – with an active filter of the selected data
point from the card.
4. Supplier Performance Investigate the card Supplier Performance Check that the data is shown properly.
Monitoring Monitoring
4.1 Header Navigation Click on the card header. The corresponding KPI Drilldown App should be
launched.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 10
4.2 Data-Point Navigation Click on a supplier bubble. The corresponding KPI Drilldown App should be
launched – with an active filter of the selected data
point from the card.
5. Purchase Requisition Investigate the cards Purchase Requisition Check that the data is shown properly.
Touch Rate, Purchase Touch Rate, Purchase Requisition Item Types
Requisition Item Types
5.1 Navigation Click on the card header. The corresponding KPI Drilldown App should be
launched.

4.2 Monitor Purchase Contract Items Analytics List Page

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

You have implemented the Monitor Purchase Contract Items. With the following steps, you can test if the Monitor Purchase Contract Items is running in a
correct way.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 11
Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Comment
1 Log on Log on to the Fiori Launch Pad as purchaser (see required roles Log on system successfully.
above).
2 Starting the Open the app Monitor Purchase Contract Items . The page contain mainly two
Monitor Purchase section .the top section is filter
Contract Items section and the below part is data
and chart section.
3 Usage of Global The Smart Filter Bar for the Global Filter is shown on top of the Check if the content of the
Filter Monitor Purchase Contract Items. corresponding data is filtered
Additional fields can be added to or remove the Smart Filter Bar via accordingly.
Filters and selecting or unselecting Filters in the popup.
The content of the shown cards is filtered via corresponding fields in
the Smart Filter Bar.
Enter different values in different fields of the Global Filter.
4 Toggle to visual Choose the button visual filter on the top-right of page to toggle to Check that two donut chart work as
filter visual filter view. Choose part of donut to filter data. visual filter.
a. contract items by validity status
b. contract items by Lastest Release
Check if the content of the
corresponding data is filtered
accordingly.
5 Toggle to different Choose Chart and Table View Chart View Table View on the top right Check if Table View and Chart View
view on content of the page. displays.
part

6 Drill Down by Choose the first icon button Drilldown on the icon bar. On the dialog Check if the drill down function work
Dimension box, choose one dimension to drill to more detail level data. correctly.
7 Change Chart Type Choose the sixth icon button Selected Chart Type on the icon bar. On Check if changing chart type work
the popup window, choose one chart type. correctly.
8 Show Released Go to the table section and view single contract items. For items, Check the historical trend of contract
Values where released value is not equal to 0, purchase orders have been consumption.
created against that contract item. Choose the link to open up
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 12
 contract consumption trend.

4.3 Monitor RFQ Items Analytics List Page

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

You have implemented the Monitor RFQ Items. With the following steps, you can test if the Monitor RFQ Items is running in a correct way.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Comment
1. Log on Log on to the Fiori Launch Pad as purchaser (see Log on system successfully.
required roles above).
2. Starting the Open the app Monitor RFQ Items . The page contain mainly two section .the top
Monitor RFQ Items section is filter section and the below part is
data and chart section.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 13
3. Usage of Global The Smart Filter Bar for the Global Filter is shown on top Check if the content of the corresponding data
Filter of the Monitor RFQ Items. is filtered accordingly.
Additional fields can be added to or remove the Smart
Filter Bar via Filters and selecting or unselecting Filters in
the popup.
The content of the shown cards is filtered via
corresponding fields in the Smart Filter Bar.
Enter different values in different fields of the Global
Filter.
4. Toggle to visual Choose visual filter on the top-right of page to toggle to Check that two donut chart work as visual
filter visual filter view. Choose part of donut to filter data. filter.
a. RFQ items by Quotation deadline status
b. RFQ items by Quotation status
Check if the content of the corresponding data
is filtered accordingly.
Check that the line chart work as visual filter:
- RFQ Item by Quotation deadline
5. Toggle to different Choose Chart and Table View Chart View Table View on Check that Table View and Chart View display
view on content the top right of the page. or not.
part
6. Drill Down by Choose the first icon button Show Details on the icon Check if the drill down function work correctly.
Dimension bar. On the popup window, choose one dimension to drill
to more detail level data.
7. Change Chart Type Choose the seventh icon button Selected Chart Type on Check if changing chart type work correctly.
the icon bar. On the popup window, choose one chart
type.
8. Filter from Chart Choose awarded quotation value of a specific material Check the table result.
group from the bar chart.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 14
4.4 Monitor Purchase Order Items Analytics List Page

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Enter a test date.

Date

Business
Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

You have implemented the Monitor Purchase Order Items App. With the following steps, you can test if the Monitor Purchase Order Items is running in a
correct way.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Comment
1. Log on Log on to the Fiori Launch Pad as purchaser (see Log on system successfully.
required roles above).
2. Starting the Monitor Open the app Monitor Purchase Order Items . The page contain mainly two section .the top
Purchase Order section is filter section and the below part is
Items data and chart section.
3. Usage of Global The Smart Filter Bar for the Global Filter is shown on Check if the content of the corresponding data
Filter top of the Monitor Purchase Order Items. is filtered accordingly.
Additional fields can be added to or remove the Smart
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 15
 Filter Bar via Filters and selecting or unselecting Filters
in the popup.
The content of the shown cards is filtered via
corresponding fields in the Smart Filter Bar.
Enter different values in different fields of the Global
Filter.
4. Toggle to visual Choose visual filter on the top-right of page to toggle to Check the visual filters work properly.
filter visual filter view. Choose part of donut to filter data. a. Donut chart: PO items by delivery status
b. Line chart: PO items by delivery schedule
dates
c. Bar chart: PO items by order status
Check if the content of the corresponding data
is filtered accordingly.
5. Toggle to different Choose Chart and Table View Chart View Table View on Check that Table View and Chart View display
view on content the top right of the page. or not.
part
6. Drill Down by Choose the first icon button Show Details on the icon Check if the drill down function work correctly.
Dimension bar. On the popup window, choose one dimension to
drill to more detail level data.
7. Change Chart Type Choose the seventh icon button Selected Chart Type on Check if changing chart type work correctly.
the icon bar. On the popup window, choose one chart
type.
8. Filter from Chart Choose PO value of a specific material group from the Check the table result.
bar chart.

4.5 Monitor Supplier Confirmations Analytics List Page

Test Administration

Customer project: Fill in the project-specific parts.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 16
Test Case ID <X.XX> Tester Name Testing Enter a test date.
Date

Business
Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

You have implemented the Monitor Supplier Confirmations App. With the following steps, you can test if the Monitor Supplier Confirmation is running in a
correct way.

Procedure

Test Test Step Name Instruction Expected Result Pass /

Step Fail /
# Comment
1. Log on Log on to the Fiori Launch Pad as purchaser (see Log on system successfully.
required roles above).
2. Starting the Monitor Open the app Monitor Supplier Confirmation . The page contain mainly two section .the top
Supplier section is filter section and the below part is
Confirmation data and chart section.
3. Usage of Global The Smart Filter Bar for the Global Filter is shown on Check if the content of the corresponding data
Filter top of the Monitor Supplier Confirmation. is filtered accordingly.
Additional fields can be added to or remove the Smart
Filter Bar via Filters and selecting or unselecting Filters
in the popup.
The content of the shown cards is filtered via
corresponding fields in the Smart Filter Bar.
Enter different values in different fields of the Global
Filter.
4. Toggle to visual Choose visual filter on the top-right of page to toggle to Check the visual filters work properly.
filter visual filter view. Choose part of donut to filter data.
Real-Time Reporting and Monitoring for Procurement CUSTOMER
Purpose Error: Reference source not found 17
 a. Donut chart: PO value by Supplier
b. Line chart: PO items by order status
c. Bar chart: PO value by supplier
Check if the content of the corresponding data
is filtered accordingly.
5. Toggle to different Choose Chart and Table View Chart View Table View on Check that Table View and Chart View display
view on content the top right of the page. or not.
part
6. Drill Down by Choose the first icon button Show Details on the icon Check if the drill down function work correctly.
Dimension bar. On the popup window, choose one dimension to
drill to more detail level data.
7. Change Chart Type Choose the seventh icon button Selected Chart Type on Check if changing chart type work correctly.
the icon bar. On the popup window, choose one chart
type.
8. Filter from Chart Choose PO value of a specific supplier from the bar Check the table result.
chart.

Real-Time Reporting and Monitoring for Procurement CUSTOMER

Purpose Error: Reference source not found 18
Typographic Conventions

Type Description
Style
Example Words or characters quoted from the screen. These include field names, screen titles,
pushbuttons labels, menu names, menu paths, and menu options.
www.sap.com/contactsap
Textual cross-references to other documents.
Example Emphasized words or expressions. © 2017 SAP SE or an SAP affiliate company. All rights
reserved.
EXAMPLE Technical names of system objects. These include report names, program names, transaction No part of this publication may be reproduced or transmitted
codes, table names, and key concepts of a programming language when they are surrounded by in any form or for any purpose without the express
body text, for example, SELECT and INCLUDE. permission of SAP SE or an SAP affiliate company.
SAP and other SAP products and services mentioned herein
Example Output on the screen. This includes file and directory names and their paths, messages, names as well as their respective logos are trademarks or registered
of variables and parameters, source text, and names of installation, upgrade and database trademarks of SAP SE (or an SAP affiliate company) in
Germany and other countries. Please see
tools. http://global.sap.com/corporate-
en/legal/copyright/index.epx#trademark for additional
Example Exact user entry. These are words or characters that you enter in the system exactly as they trademark information and notices.
appear in the documentation. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other
<Exampl Variable user entry. Angle brackets indicate that you replace these words and characters with software vendors.
e> appropriate entries to make entries in the system. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R . company for informational purposes only, without
representation or warranty of any kind, and SAP SE or its
affiliated companies shall not be liable for errors or omissions
with respect to the materials. The only warranties for SAP SE
or SAP affiliate company products and
services are those that are set forth in the express warranty
statements accompanying such products and services, if any.
Nothing herein should be construed as constituting an
additional warranty.
In particular, SAP SE or its affiliated companies have no
obligation to pursue any course of business outlined in this
document or any related presentation, or to develop or
release any functionality mentioned therein. This document,
or any related presentation, and SAP SE’s or its affiliated
companies’ strategy and possible future developments,
products, and/or platform directions and functionality are all
subject to change and may be changed by SAP SE or its
affiliated companies at any time for any reason without
notice. The information in this document is not a
commitment, promise, or legal obligation to deliver any
material, code, or functionality. All forward-looking
statements are subject to various risks and uncertainties that
Real-Time Reporting and Monitoring for Procurement CUSTOMER
could cause actual results to differ materially from 19
Purpose Error:are
expectations. Readers Reference
cautionedsource not
not to found
place undue
reliance on these forward-looking statements, which speak
only as of their dates, and they should not be relied upon in
making purchasing decisions.