Main Steps Performed | Timed Events (Y/N) |
Initialization phase 1. Click on "Apps Local Login Page" |
N |
2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" | N |
3. Select Responsibility: "Order Management Super User, Vision Operations USA" | N |
4. Navigate to "Orders" -> "Returns" -> "Quick Sales" Orders” |
N |
Action phase (iterations) 1. Enter Customer Name/#: [Customer like AT&T] | N |
2. Enter Order Type: [Standard] | N |
3. Tab to validate | N |
4. For Items, enter the following: | N |
Item Name "Item Name" like EBSITEMS000001 | N |
Quantity "1" and “EA” for UOM This is to be looped for 5 unique lines |
N |
5. Enter Warehouse value of “V1” | N |
6. Click on [Book Order] Popup with note: Order has been booked |
Y |
7. Click on [OK] | N |
8. Click on NEW icon | N |
Return to Action #1 | |
End Phase 1. File > Close Forms 2. File > Exit Applications 3. Logout |
Main Steps Performed | Timed Events (Y/N) |
Initialization phase 1. Click on "Apps Local Login Page" |
N |
2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" | N |
3. Select Responsibility: "Order Management Super User, Vision Operations (USA)" | N |
4. Navigate to Shipping/Release Sales Orders/ Release Sales Orders | N |
Action phase (iterations) 1. Enter Order Number |
N |
2. Go to Shipping tab | N |
3. Change Autocreate Delivery flag to “Yes” | N |
4. Change Auto Pick Confirm to “Yes” | N |
5. Click on [Execute Now] | Y |
6. Popup with note: Pick Release Online has completed successfully | N |
7. Click on [OK] | N |
8. Click on New icon | |
End Action Phase | |
End Phase 1. File > Close Forms 2. File > Exit Applications 3. Logout |
Main Steps Performed | Timed Events (Y/N) |
Initialization phase 1. Click on "Apps Local Login Page" |
N |
2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" | N |
3. Select Responsibility: "Order Management Super User, Vision Operations (USA)" | N |
4. Navigate to Shipping/Transactions | N |
Action phase (iterations) 1. Enter the following: |
N |
From Order Number | N |
To Order Number | N |
2. Click on [FIND] | N |
3. In the shipping transactions form with lines, click on [Delivery] Tab | N |
4. Set Actions to "Ship Confirm", click [Go] | Y |
5. Confirm Delivery page appears, click [OK] | N |
6. Popup with note: Ship Confirm Completed | N |
7. Click on [OK] | N |
8. Click on order entry screen in the background | |
9. Click on Clear | |
End of Action Phase | |
Termination Phase 1. Click on File > Close Form 2. Click on File > Exit Application 3. Logout |
AR_Invoice_Manual_Insert (ARIMI)
Main Steps Performed | Timed Events (Y/N) |
Initialization phase 1. Click on "Apps Local Login Page" |
N |
2. Enter USERNAME / PASSWORD: "OPERATIONS" / "WELCOME" | N |
3. Select Responsibility: "Receivables, Vision Operations (USA)" | N |
4. Navigate to Transactions/Transactions | N |
Action phase (iterations) 1. Enter Source: "Manual" |
N |
2. Reference No: [Order No] | N |
3. Bill To: Customer Number | N |
4. Click on [Line Items] | N |
5. In the Line Items form, Enter the following: | N |
Item Name: [Item Name] | N |
Quantity: [3] | N |
Unit Price: | N |
Tax Code: [Exempt] Then put mouse on next line number and click Don’t tab out of Tax Code, Don’t hit enter out of tax code | N |
6. Enter 5 Items in this form | N |
7. Save and Procede the Form | Y |
End of Action Phase | |
Termination Phase | |
1. File > Close Form 2. File > Exit Application 3. Center on login screen and Logout |