Artissimo Designs

PROC002 – Create Purchase Requisition from Project

Date: August 6, 2015

Version: 1.0
 Test Script – AX2012 R3

Revision & Sign-off Sheet

Change Record

Date Author Version Change Reference

8/06/15 Arush Kuthiala V1.0 Initial Document Created

Reviewers

Name Position Version Approved Date

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TABLE OF CONTENTS

Artissimo Designs............................................................................................................................1
Revision & Sign-off Sheet.................................................................................................................2
Change Record.....................................................................................................................................................2
Reviewers.............................................................................................................................................................2
1. Script Details............................................................................................................................4
2. Test Script.................................................................................................................................5
2.1. PROC002 – Create Purchase Requisition from Project.............................................................................5
Form name: Projects........................................................................................................................................5
Form name: Create purchase requisition........................................................................................................5
Form name: Purchase requisitions...................................................................................................................6
Form name: Purchase requisition review - Submit..........................................................................................9
3. Expected Results.....................................................................................................................10

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 Test Script – AX2012 R3

1. Script Details

Script number PROC002

Functional Domain Procurement and Sourcing / Project Management and Accounting

Script name Create Purchase Requisition from Project

Purpose Create a Purchase requisition on a project

Environment <TBD>

Data requirements None

Dependencies None

Scenario

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1. Test Script

1.1. PROC002 – Create Purchase Requisition from Project

1. Click Area Page node: Advanced Projects® -> Common -> Projects -> All projects.
Form name: Projects

2. Select the project that for which the requisition is to be made for
3. Click the Manage -> New -> Item task -> Purchase requisition menu button.

Form name: Create purchase requisition

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4. Enter a Decription of the Purchase Requisition in the Name field

5. Click the OK button.
Form name: Purchase requisitions

6. In the Purchase requisition lines pane Click the Add line button.
7. If this purchase is for an inventoried item then enter the item number, if it is for non-inventoried enter the
procurement category and Product Name
9. In the Quantity field enter the amount to be purchased
10. In the Unit field select the unit that this purchase comes in. Note that this will default if an item is chosen
for this line
11. Enter the Unit price or the Net amount for the purchase requisition, this may default for an item. Note that
the only edit that a reviewer can do is enter which Vendor to purchase from so any missing information will
cause the purchase requisition to be rejected and returned.
12. If known, enter the account number of the vendor in the Vendor account, this can be left blank at this
point

13. Press the Details button.

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 Test Script – AX2012 R3

15. Switch to the Project tab on the Purchase requisitions form.

16. Enter any additional information if needed

17. Enter any other information for this purchase requisition that can be provided in the other tabs

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 Test Script – AX2012 R3

18. Switch to the Address tab on the Purchase requisitions form.

Enter in an address for the purchase requsition

19. Switch to the Financial Dimensions on the Purchase requisitions form.

Note that financial dimensions will default from the project. Based on setup they may or may not be editable

20. Close the Purchase requisitions form.

21. Back in the projects list click the Manage -> Related information -> Item tasks -> Project purchase
requisitions menu button.

22. Click the Submit button in the yellow ribbon bar.

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Form name: Purchase requisition review - Submit

23. Enter any Comments that the reviewers to see, then press Submit

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2. Expected Results

Expected Results

- Purchase Requisition submitted for approval

Achieved Results/Comments

Pass Fail

Tested by: Completion Date:

Approved by: Completion Date:

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