FF.001.1 Requisition Processing/Review

User Acceptance Test Overview

PeopleSoft Requisitions are designed so system users without detailed purchasing knowledge can still help in the procurement process. Requisitions require less data to be submitted on the front-end (compared to a Purchase Order) and allows for more flexibility in editing. This lets a wider range of users submit data that can be finalized and eventually used to create Purchase Orders. It adds an extra layer to solidify the purchasing process. Requisition’s final goal is to be turned into a Purchase Order.

The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle.

To use this UAT guide first review the business process flow diagram below, which outlines the various steps to complete the test activities. Note that the business process flow diagram has distinct places where one can start testing this process, noted by a green 'Start' circle. Use the diagram, following the arrows to each step that must be executed. Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step. The Quick Reference Guides are numbered to match each box on the flow diagram to assistant testers with following the flow of the business process. Once testing is complete for each box on the flow diagram, click the link in theNext Step (Tier 2) in the High Level UAT Frameworksection to access the next UAT Guide.

Self-Pace Training Materials (Advanced Prep)

To prepare yourself in advance for the richest testing experience below are additional resources and (where applicable) links to relevant video content.

Additional Resources

Videos

Instructor-Led Training Materials and Recordings

Instructor-Led Training Materials

Training Session Recordings

Minimum Test Case (Data) Scenarios:

  • FF.001.1.1 Create Requisition, Budget Pre-Check Requisition, and Submit for approval:
    • Copy Requisiton
    • Requestor Creates Requisition
    • Once Requsition is created, Budget Pre-check, then Submit Req for approval
    • Create req with multiple schedules and distributions lines
    • Create req that requires multiple approver to approve
  • FF.001.1.2 Process Requisition Approvals:
    • Approver Denies Req and enters comments for Requestor to see
    • Approver Approvers Req
  • FF.001.1.3 Perform Requisition Budget Check:
    • Budget Check Requisition Ad-Hoc
    • Run Budget Check Batch Process
  • FF.001.1.7 Close Requisition:
    • Close multiple Requisitions at once using workbench
    • Close Req using Close Req Page
  • FF.001.1.1 Create Requisition, Budget Pre-Check Requisition, and Submit for approval:
    • Error Condition: Enter invalid chartfield combo and run Pre-Budget Check
      • Expected Behavior: Pre-Budget Check results in error
    • Error Condition: Enter different price in Line and different in Schedule page.
      • Expected Behavior: Requisition does not calculate correctly and shows error.
  • FF.001.1.3 Perform Requisition Budget Check:
    • Error Condition: Perform Budget Check on a requisition before Budget Pre-Check.
      • Expected Behavior: Budget Check process does not run.
  • FF.001.1.7 Close Requisition:  
    • Error Condition: Close requisition that is not fully sourced
      • Expected Behavior: Requisition will not close, error will show req is not fully sourced (use workbench to test this)

The High Level (Tier 1) UAT Framework:

Next Step (Tier 2) in the High Level UAT Framework:

Links to User Acceptance Test 'How To' Information:

Overview of User Acceptance Testing

Security Matrix Mapping Information

The information below provides those completing the Security Matrix Mapping templates with the Menus, Pages and Rolenames needed to execute the User Acceptance Testing relevant to this UAT guide [FF.001.1].

FF.001.1.1 Create Requisition, Budget Pre-Check Requisition, and Submit for Approval:

MENU: NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions

ROLENAME: ZZ Requisition Entry

MENU: NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions

ROLENAME: ZZ Requisition Entry

FF.001.1.2 Process Requisition Approvals:

MENU: NavBar > Navigator > Purchasing > Requisitions > Manage Requisition Approvals

ROLENAME: ZZ Requisition Approval

FF.001.1.3 Perform Requisition Check:

MENU: NavBar > Navigator > Purchasing > Requisitions > Budget Check

ROLENAME: ZZ Requisition Entry

FF.001.1.4 Search for an Existing Requisition:

MENU: NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions

ROLENAME: ZZ Requisition Entry

FF.001.1.5 Reopen Requisition:

MENU: NavBar > Navigator > Purchasing > Requisitions > Reconcile Requisitions > Reopen Requisitions

ROLENAME: ZZ Requisition Processing

FF.001.1.6 Review & Update Existing Requisition:

MENU: NavBar > Navigator > Purchasing > Requisitions > Review Requisition Information > Requisitions

ROLENAME: ZD Purchasing Inquiry

FF.001.1.7 Close Requisition:

MENU: NavBar > Navigator > Purchasing > Requisitions > Add/Update Requisitions

ROLENAME: ZZ Requisition Entry

PDF Version of Flow Diagram for Printing

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