User Acceptance Test Overview

PeopleSoft Purchase Orders are designed to contain the final information that will be used to make place an order with a Supplier. Purchase Orders are more complex than Requisitions, and creators or managers of Purchase Order entries must understand how the data contained in those entries is collected, entered and used by the PeopleSoft system. A Purchase Order’s final goal is to be sent to a Supplier. Like with Requisitions, Purchase Orders must complete several steps before reaching that goal.

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 the Next Step (Tier 2) in the High Level UAT Framework section to access the next UAT Guide.

•  FF.001.2.1 Create Purchase Order:
  • Create PO by copying Requisiton
  • Create PO by copying PO
  • Create PO from Add/Update Page
  • Once PO is created, Budget Pre-check, then Submit Req for approval
  • Create PO with Asset Info
  • Create a PO with a Reimbursable Grant
  • Create Amount only (Blanket) PO
  • Create two or more PO lines with multiple schedules and distribution lines.
  • Create PO using a Withholding eligible Vendor/Supplier
• FF.001.2.2 Perform Purchase Order Budget Pre-Check
  • On Add/Update POs page click on the Budget Pre-Check icon
• FF.001.2.3 Submit Purchase Order for Approval
  • On Add/Update POs page click on Submit for Approval icon.
• FF.001.2.4 Process PO Approvals
  • Approver Denies PO and enters comments for Buyer to see
  • Approver Approvers PO
  • Approve using Notification flag
  • Approve using Homepage Approval Tile
  • Approve using Nav Bar Approval Tile
• FF.001.2.5 Perform PO Budget Check
  • Budget Check PO Ad-Hoc
  • Run Budget Check Batch Process
• FF.001.2.6 Dispatch Purchase Order
  • Dispatch Via Email
  • Dispatch via Print method
  • Dispatch using Batch process
  • Dispatch AD-HOC
• FF.001.2.7 Search for an Existing Purchase Order
  • Search for a Purchase Order using an existing PO ID.
• FF.001.2.8 Review Purchase Order Information
  • Review a Purchase Order using an existing PO ID.
• FF.001.2.9 Update Existing Purchase Order
  • Update an Existing PO ID.