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Test Script CUSTOMER

SAP S/4HANA - 06-09-16

Credit Management (BD6_US)

Table of Contents

1 Purpose 3

2 Prerequisites 4
2.1 System Access 4
2.2 Roles 4
2.3 Master Data, Organizational Data, and Other Data 4
2.4 Business Conditions 5
2.4.1 Preliminary Steps 5

3 Overview Table 6

4 Testing the Process Steps 7


4.1 Set a Credit Limit 7
4.2 Sales Order Processing: Sale from Stock 8
4.3 Sales of Nonstock Item with Order-Specific Procurement (optional) 9
4.4 Make to Order Production w/o Variant Configuration (optional) 10
4.5 Management of Blocked Orders 11
4.5.1 Assign Credit Cases 11
4.5.2 Review and Release or Reject a Sales Order 13
4.5.2.1 Review Sales Order 13
4.5.2.2 Release Sales Order 15
4.5.2.3 Reject Sales Order 17
4.6 Reporting 18
4.6.1 Display Credit Data 18
4.6.2 Display Credit Exposure 19
4.6.3 Display log 20
4.6.4 Credit Limit Utilization 21
4.6.5 Display Credit Master Data 23

5 Appendix 25
5.1 Succeeding Processes 25

Credit Management (BD6_US) CUSTOMER


Purpose © 2016 SAP SE or an SAP affiliate company. All rights reserved. 2
1 Purpose

The credit worthiness and payment behavior of your business partners has an immediate effect on the business results of your company.
Efficient receivables and credit management reduces the risk of financial losses and helps you to optimize business relationships with your business partners. SAP Credit Management supports
your company in making early determination of the risk of losses on receivables from your business partners and in efficiently making credit decisions.
SAP Credit Management checks the exposure against the current credit limit for the business partner. In addition, you can also perform other checks, such as oldest open item, maximum dun-
ning level, or last payment. If the new order is blocked the blocked order can be released or rejected by authorized staff.
This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section,
providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see the Test Step column). Cus-
tomer-project-specific steps must be added.

Credit Management (BD6_US) CUSTOMER


Purpose © 2016 SAP SE or an SAP affiliate company. All rights reserved. 3
2 Prerequisites

2.1 System Access


The test should be conducted with the following system and users:

Type of Data Details

System System Accessible via Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.

2.2 Roles
Assign the following business roles to your individual test users.
Note The following roles are provided as example roles from SAP. You can use these as templates to create your own roles.

Business Role Business Role ID as Delivered by SAP Log On


Credit Controller SAP_BR_CREDIT_CONTROLLER

Customer Master Specialist SAP_BR_BUPA_MASTER_SPECIALIST

For more information about business roles, refer to Assigning business roles to a user in the Administration Guide for the Implementation of SAP S/4HANA.

2.3 Master Data, Organizational Data, and Other Data


The organizational structure and master data of your company has been created in your system during activation. The organizational structure reflects the structure of your company. The mas-
ter data represents materials, customers, and vendors, for example, depending on the operational focus of your company.
Use your own master data or the following sample data to go through the test procedure.

Data Sample Value Details Comments


Customer 17100005

Company Code 1710

Credit Control Area A000

Credit Management (BD6_US) CUSTOMER


Prerequisites © 2016 SAP SE or an SAP affiliate company. All rights reserved. 4
Data Sample Value Details Comments
Credit Segment 1000

Sales organization 1710

Distribution channel 10

Division 00

For more information on creating master data objects, see the following Master Data Scripts (MDS):
Table 1: Master Data Script Reference
Master Data ID Description

BND Create Customer

2.4 Business Conditions


Before this scope item can be tested, the following business conditions must be met.

Business Condition Comment

1 To run through this scope item, the materials must be available in stock. You can create stock using the Manage Stock or Transfer Stock apps
Sales Order Processing: Sell from Stock (BD9)

2.4.1 Preliminary Steps


To run through this scope item, the materials must be available in stock.
Procedure
Complete all activities regarding Preliminary Steps described in the scope item: Sell from Stock(BD9).

Credit Management (BD6_US) CUSTOMER


Prerequisites © 2016 SAP SE or an SAP affiliate company. All rights reserved. 5
3 Overview Table

Process Step, Report or Item Transaction/App Name Business Role Expected Results
Master Data

Set a Credit Limit Credit Controller Credit limit set

Sales Order Processing Sale from Stock See test script no. BD9 See test script no. BD9

Sales of Nonstock Item with Order-specific Procurement (optional) See test script no. BDN See test script no. BDN

Make to Order Production w/o Variant Configuration (optional) See test script no. BJE See test script no. BJE

Management of blocked orders

Assign credit cases Credit Controller Sales order is reviewed.

Review Blocked Sales Order - 1 Credit Controller Sales order is reviewed.

Review and Release or Reject Blocked Sales Orders Credit Controller Sales order is released or rejected.

Reporting

Display credit data Credit Controller Display credit data

Display credit exposure Credit Controller Display credit exposure

Display log Credit Controller Display log

Credit Limit Utilization Display Credit Limit Utilization

Display credit master data Display credit master data

Follow-Up Processes (Optional)

Post-Processing Information (Sales Order Processing) See test script no. BD9 See test script no. BD9

Post-Processing Information (Sales Order Processing) See test script no. BDN See test script no. BDN

Post-Processing Information (Sales Order Processing) See test script no. BJE See test script no. BJE

Sales: Period End Closing Operations (BKK) See test script no. BKK See test script no. BKK

Credit Management (BD6_US) CUSTOMER


Overview Table © 2016 SAP SE or an SAP affiliate company. All rights reserved. 6
4 Testing the Process Steps

4.1 Set a Credit Limit

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

In this activity, you set a credit limit for the customer. The credit limit currency in all company codes is set to use the group currency which is defined when the solution is activated.
The credit limit currency in all company codes is set to use the group currency which is defined when the solution is activated.

Prerequisite

Business partner master record 17100005 is already created with credit management profile.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log onto SAP Fiori Log onto the SAP Fiori Launchpad as a Customer Master Specialist. The SAP Fiori Launchpad displays.
Launchpad
Credit Management (BD6_US) CUSTOMER
Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 7
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
2 Access the Fiori App Open Maintain Business Partner . The Maintain Business Partner screen displays.

3 Select Customer Enter the desired Customer to process and press Enter. The Display Organization:17100005 role SAP Credit Man-
Business Partner: 17100005 agement screen displays.

4 Change Role Change BP role as follows: The Display Organization:17100005, role SAP Credit Man-
Display in BP role: UKM000 SAP Credit Management agement screen displays

5 Edit Choose the Switch Between Display and Change button F6. The Change Organization:17100005role SAP Credit Man-
agement screen displays.

6 Credit Profile Select the Credit Profile tab and enter or review that the following in-
formation in the Scoring section exists.
Rules: Standard rule with no automatic calculation
Risk Class: Medium Default Risk
Check Rule: Default - All Checks Active

7 Credit Segment Choose the Credit Segment Data button Ctrl+F2. Check or enter the
following values in the Credit Segment field:
Credit Segment: SAP AG

8 Credit Limit In the Credit Limit section, select the Limit Defined checkbox, and enter Amount and validity date for credit limit is set.
the following values:
Limit: 5
Valid To: <End of Year>

9 Save Save your entries. Changes have been saved.

4.2 Sales Order Processing: Sale from Stock

Test Administration

Customer project: Fill in the project-specific parts.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 8
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

This test script describes the entire process sequence for a standard sales process (sale from stock) with a customer.
In order to test credit management, execute step Sales Order Entry from the reference test script BD9, the rest of the reference test script is optional.

Prerequisites

Sales order with customer 17100005 must be created.

Procedure

Complete all activities regarding the creation of a sales order using the master data from the test script Sell from Stock (BD9).

4.3 Sales of Nonstock Item with Order-Specific Procurement (optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 9
Context

In this test script, a customer orders a material that is currently not in stock. The material is therefore procured from an external supplier.
In order to test credit management, execute step Create Sales Order from the reference test script BDN, the rest of the reference test script is optional.

Prerequisites

Sales order with customer 17100005 must be created.

Procedure

Complete all activities regarding the creation of a sales order using the master data from the Sales of Non-Stock Item with Order-Specific Procurement (BDN) test script.

4.4 Make to Order Production w/o Variant Configuration (optional)

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

This test script describes the entire process sequence for a standard sales process (Make-to-Order) with a customer.
In order to test credit management, execute step Create Sales Order from the reference test script BJE, the rest of the reference test script is optional.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 10
Prerequisites

Sales order with customer 17100005 must be created.

Procedure

Complete all activities regarding the creation of a sales order using the master data from the Free Goods Processing(BJE) test script.

4.5 Management of Blocked Orders

4.5.1 Assign Credit Cases

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

The sales order failed the credit check. In this activity, you review blocked sales orders and assign a credit analyst or a person responsible to a credit case.
A credit case ID is automatically created when a sales order is blocked by credit management.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 11
Prerequisite

Sales orders exceeding the Credit Limit settings are blocked due to credit check block.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Manage Credit Cases. If the screen Change to a Different RMS pops up, select The SAP Credit Management screen displays
UKM_CREDIT_CASE and press Continue.

3 Select Documented Credit In the Role-Based view, open the folder SAP Credit Management -- Credit Case, Case Search displays
Decision – Search open the folder Cases and double click Documented Credit Decision – Search.

4 Execute Search Choose Search. Case Search displays

Option 1

5 Select Case Select row of a Case ID to process.

6 Credit Analyst Choose Change Field Content -> Credit Analyst The dialog box Enter New Field Value is dis-
played.

7 Enter Processor Update field Processor and press Continue. Screen Display logs with details of changes is
Processor: Your User displayed.

7 Person Responsible Select row of a Case ID to process.


Choose Change Field Content -> Person Respons.

9 Change Update field Person Respons. and choose Continue. Screen Display logs with details of changes is
Person Respons.: Your User displayed.

Option 2

10 Repeat steps 1 to 3 Repeat steps 1 to 3.

11 Select Case Double click a Case ID to process Case Display: Case (3##########) (Docu-
mented Credit Decision) is displayed.

12 Edit Press the button Display – Change to be able to update data.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 12
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
13 Change Update all the case fields as desired. Case data is changed.
Status:In Processing
Credit Analyst:Your User
Person ResponsibleYour User

14 Save Choose Save button. Changes has been saved.

4.5.2 Review and Release or Reject a Sales Order

Context

The sales order failed the credit check. In this activity, you review blocked sales orders and resolve any credit issues.

Prerequisites

Sales orders exceeding the Credit Limit settings are blocked due to credit check block.
Credit case has been assign to a Credit Analyst or Person Responsible.

4.5.2.1 Review Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 13
Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

The sales order failed the credit check. In this activity, you review blocked sales orders.

Prerequisites

Sales orders exceeding the Credit Limit settings are blocked due to credit check block.
Credit case has been assign to a Credit Analyst or Person Responsible.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log onto SAP Fiori Log onto the SAP Fiori Launchpad using as a Credit Controller. The SAP Fiori Launchpad displays.
Launchpad

2 Access the Fiori App Open Manage Credit Cases. The SAP Credit Management screen displays.
If the screen Change to a Different RMS appears, select
UKM_CREDIT_CASE and press Continue.

3 Select Documented Credit Open the folder SAP Credit Management -- Credit Case Casesand double- Case Search
Decision – Search click Documented Credit Decision - Search. displays.
If the Change to a Different RMS dialog box is displayed, in the RMS ID
field select UKM_CREDIT_CASE and choose ContinueEnter.

4 Execute Search Choose the Search button. A list of cases is displayed.

5 Select Case Double click a Case ID to process. The Case Display: Case (3##########) (Docu-
mented Credit Decision) screen is displayed.

6 Enable Editing Choose Display <-> Change to be able to update data.

7 Update Case Data Update all the case fields as desired. Case data is changed.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 14
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
Status: In Processing
Credit Analyst:<Your User>
Person Responsible:<Your User>

8 Save Save your entries. Changes has been saved.

4.5.2.2 Release Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

The sales order failed the credit check. In this activity, you release sales orders.

Prerequisites

Sales orders exceeding the Credit Limit settings are blocked due to credit check block.
Credit case has been assign to a Credit Analyst or Person Responsible.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 15
Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log onto SAP Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.
Fiori Launchpad

2 Access the Fiori Open Manage Documented Credit Decisions. The SAP Credit Management screen displays.
App

3 Display Cases Choose Credit Analyst or Person Responsible to display the cases Cases are displayed.
assigned to your user either as Credit Analyst or Person Responsible. The cases displayed are the ones assigned to the Credit Controller user,
if cases were assigned to another user, logon as the other user to dis-
play his/her assigned cases.

4 Select Case Select the row of a Case ID to process.

5 Release Choose Release and press Yes in the Confirmation Prompt screen. The log is displayed.
If the order cannot be released and the error No maintenance
authorization for document type OR displays, execute
the next steps.

6 Back to Go back to SAP Fiori Launchpad. The SAP Fiori Launchpad displays.
Launchpad

7 Access the SAP Open Manage Documented Credit Decisions. The SD Documents screen displays..
Fiori App

8 Search Blocked Press Execute F8.


Documents

9 Select Sales Doc- Look for the sales document to be released and select the checkbox The log is displayed.
ument in the first column:
P.St.Select.

10 Release Choose Release and save your entries. A new screen displays showing the document number and the output
message Has been released.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 16
4.5.2.3 Reject Sales Order

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

The sales order failed the credit check. In this activity, you reject sales orders.

Prerequisites

Sales orders exceeding the Credit Limit settings are blocked due to credit check block.
Credit case has been assign to a Credit Analyst or Person Responsible.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log onto SAP Fiori Log onto the SAP Fiori Launchpad using as a Credit Con- The SAP Fiori Launchpad displays.
Launchpad troller.

2 Access the Fiori App Open Manage Credit Cases. The SAP Credit Management screen displays.

3 Select Documented Credit Open SAP Credit Management -- Credit Case Casesand Case Search displays.
Decision – Search double-click Documented Credit Decision - Search.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 17
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
4 Execute Search Choose the Search button. A list of cases is displayed.

5 Select Case Double click a Case ID to process. The Case Display: Case (3##########) (Documented Credit Deci-
sion) screen is displayed.

6 Enable Editing Choose Display <-> Change to be able to update data.

7 Enter Rejection Note At the bottom section of the screen, select Reason for Re-
jection and type a note explaining the rejection.

8 Reject In the top section select Sales Document Reject and in the A Reason for Rejection dialog box screen is displayed.
Reject Sales Document screen, choose Yes.

9 Select Rejection Reason In the Reason for Rejection pop-up screen, select a rejection The Sales order is rejected and the Display logs screen is shown. The
reason code and choose Continue. Status of Case ID changes to Closed Automatically.
Rejection reason: 61

4.6 Reporting

4.6.1 Display Credit Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 18
Context

Credit data by business partner can be generated.

Prerequisite

Business partner has been created and credit management profile has been maintained.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Display Credit Data. The SAP Credit Management: Display Master Data for Credit
Acct screen displays.

3 Execute Search Choose Execute. The SAP Credit Management: Selection and Display of Credit
Data screen displays.
Details of credit data by business partner are displayed.

4 Display Data in Diffeent Use the buttons at the top and select a row or a column to dis- Business partner details can be displayed, sorted, total and
Formats play data in other formats. subtotals can be created.

4.6.2 Display Credit Exposure

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 19
Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

Credit Exposure by business partner can be generated.

Prerequisite

Business partner has been created and credit management profile has been maintained.
Sales orders have been created.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Display Credit Exposure. Credit Exposure screen displays.

3 Execute Search Choose Execute. A list of credit exposure by business partner is displayed.

4 Display Data in Diffeent Use the buttons at the top and select a row or a column to dis- Business partner details can be displayed, sorted, totals and
Formats play data in other formats. subtotals can be created.

4.6.3 Display log

Test Administration

Customer project: Fill in the project-specific parts.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 20
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

Credit Exposure by business partner can be generated.

Prerequisite

Business partner has been created and credit management profile has been maintained.
Sales orders have been created.

Procedure

Test Step # Test Step Name Instruction Expected Result Pass / Fail / Comment
1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Display Credit Log. Log Display screen displays.

3 Execute Search Choose Execute. A list of credit check logs are displayed.

4 Select Log In Date/Time/User column, double click any log. Log details are displayed at the bottom with results of credit checks.

4.6.4 Credit Limit Utilization

Test Administration

Customer project: Fill in the project-specific parts.


Credit Management (BD6_US) CUSTOMER
Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 21
Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

Credit Limit Utilization by business partner can be generated.

Prerequisite

Business partner has been created and credit management profile has been maintained.
Sales orders have been created.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment
1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Display Credit Limit Utilization. SAP Credit Management: Credit Exposure List screen displays.

3 Execute Search Choose Execute. A list of credit limit utilization by business partner is displayed.

4 Display Data in Diffeent Use the buttons at the top and select a row or a column to dis- Business partner details can be displayed, sorted, totals and
Formats play data in other formats. subtotals can be created.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 22
4.6.5 Display Credit Master Data

Test Administration

Customer project: Fill in the project-specific parts.

Test Case ID <X.XX> Tester Name Testing Date Enter a test date.

Business Role(s)

Responsibility <State Service Provider, Customer or Joint Service Provider and Customer> Duration Enter a duration.

Context

Credit Master Data by business partner can be generated.

Prerequisite

Business partner has been created and credit management profile has been maintained.
Sales orders have been created.

Procedure

Test Test Step Name Instruction Expected Result Pass / Fail /


Step # Comment

1 Log on Log onto the SAP Fiori Launchpad as a Credit Controller. The SAP Fiori Launchpad displays.

2 Access the Fiori App Open Display Credit Master Data. Master Data List screen displays.

3 Execute Search Choose Execute. A Master Data List by business partner is displayed.

4 Display Data in Diffeent Use the buttons at the top and select a row or a column to Business partner details can be displayed, sorted, totals and
Formats display data in other formats. subtotals can be created.
Credit Management (BD6_US) CUSTOMER
Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 23
Test Test Step Name Instruction Expected Result Pass / Fail /
Step # Comment
5 Display Master Record Select a row and press button Business Partner Master Record. The Display Organization: XXXXXXXX, role SAP Credit Man-
agement screen displays.

6 Review, Change or Display Follow instructions in section Set a Credit Limitto review,
Master Data change or display master data.

Credit Management (BD6_US) CUSTOMER


Testing the Process Steps © 2016 SAP SE or an SAP affiliate company. All rights reserved. 24
5 Appendix

5.1 Succeeding Processes


After completing the activities in this test script, you can continue testing the following test scripts:

Process Business Condition

Sell from Stock (BD9) (optional) Entire process sequence for a standard sales process (sale from stock) with a customer.
Using the master data from this document, complete the following activities described in the test script:
● Process Sales Order: Sale from Stock

Sales of Non-Stock Item with Order-Specific Procurement (BDN) (optional) Customer orders a material that is currently not in stock. The material is procured from an external supplier.
Using the master data from this document, complete the following activities described in the test script:
● Sales of Nonstock Item with Order-specific Procurement

Make-to-Order Production - Finished Goods Sales and Final Assembly (BJE) Entire process sequence for a standard sales process (sale from stock) with a customer.
(optional) Using the master data from this document, complete the following activities described in the test script:
● Make to Order Production w/o Variant Configuration

Period-End Closing - Sales Operations (BKK) (optional) Collection of periodic activities such as day ending activities or legal requirements like Intrastat and Extrastat
reporting.
Using the master data from this document, complete the following activities described in the test script:
● Sales: Period End Closing Operations (BKK) (Review Blocked Sales Orders section)

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Appendix © 2016 SAP SE or an SAP affiliate company. All rights reserved. 25
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions.

EXAMPLE Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when
they are surrounded by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, up-
grade and database tools.

Example Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

Credit Management (BD6_US) CUSTOMER


Appendix © 2016 SAP SE or an SAP affiliate company. All rights reserved. 26
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