Portal Test Cases

Below are the written steps to take to complete the test cases in the Portal (not via EDI, XML, JSON, CSV, etc.)

NOTE: You would use the Stage Portal Testing module to create your test orders as well as see the results on the files you send back (Acknowledgement and Shipment).

IMPORTANT - Before beginning your test cases you must load a sample inventory file.

Test Case Summary (see further below for the steps to take for each test):

Case 1 - Fulfill Order (Single Line)
- Create a test PO and return a successful acknowledgment and a successful shipment. Refer to the order for the requested shipping method.
Case 2 - Fulfill Order (Multiple Lines)
- Create a multi-line test PO and return a successful acknowledgment and a successful shipment. Refer to the order for the requested shipping method.
Case 3 - Cancel Order
- Create a test PO and return a successful acknowledgment back cancelling the order. Be sure to cancel all items on the order and to use a valid cancel code. DO NOT submit a backorder as they are not accepted.

Case 1 - Fulfill Order (Single Line)

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain one line item. The order will be available in the Portal in a status of Ready to Acknowledge.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Acknowledge.
2	Acknowledgement	The acknowledgement file should accept the quantity created on the order (1) and needs to include the expected ship date.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. By default, the acknowledgement will be drafted with all items accepted, you can then select Submit on the Create Acknowledgement page.
3	Shipment	The shipment file will need to make sure to ship the order with the full quantity using the ship method from the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number and items shipped per box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are carrier and tracking number.

Case 2 - Fulfill Order (Multiple Lines)

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain two lines of items. The order will be available in the Portal in a status of Ready to Acknowledge.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Acknowledge.
2	Acknowledgement	The acknowledgement should accept all lines on the order and needs to include the expected ship date.	Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu. By default, the acknowledgement will be drafted with all items accepted, you can then select Submit on the Create Acknowledgement page.
3	Shipment	The shipment file will need to make sure to ship the order with the full quantity using the ship method from the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number and items shipped per box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are carrier and tracking number.

Case 3 - Cancel Order

Step

Process

Description

Action to Take

Order

Vendor/Supplier will create the order and it will contain two lines of items. The order will be available in the Portal in a status of Ready to Acknowledge.

None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Acknowledge.

Acknowledgement

The acknowledgement should cancel both lines on the order. Be sure to use a valid cancel code, include the expected ship date (this is a cancellation but you must enter a value in this date), and do not issue a backorder.

Submit the acknowledgement through the Portal by navigating to the order detail, selecting Accept/Reject from the top header menu.

On the Create Acknowledgement page, select Cancel All Items to call all items on the order.

NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

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