Test that the creation of orders in CRM moves to SL as Sales Orders.

· Create an Order in CRM.

· In CRM, under the Sales menu, select Orders.

· Create a new Order.

· Enter Information in the highlighted fields as shown below:

  -Green highlights are REQUIRED fields
  -Yellow highlights are integrated fields

NOTE: When non-required fields are left blank, SL will use its default values to populate these fields.

NOTE: Although many of the Product fields are not listed as required, it is required that every Order have at least one Product or SL will kick back an error code to Infuse. (You do not need to test this.)

NOTE: Infuse is not set up to accept “Write-In Products”. Only use “Existing Products” in the Orders. Customer work can be done to make Infuse work for Write-In Products, but it is not part of the Out-of-the-box product.

· When you are finished with the creation of an Order, save the record and click “Submit Order”.

NOTE: The Order will not be queued to create one in SL until the “Submit Order” button is pushed.
NOTE: After the order is submitted, it will be disabled in CRM.
NOTE: If there are multiple Price Lists, select the “Solomon” Price List.

REPEAT THESE STEPS, USING VARIATION OF DATA, UNTIL SATISFIED.

The below screen shot s should be used to understand to various scenarios that can be used when creating an order. Mix and match these scenarios when testing orders.

Creating the Order Header

The Order header information must be entered and saved before you can create product for the order. Below are three screens shots showing the required and integrated fields.

Creating the Order Detail/Products

Once the Order header information is saved, you can add the line items/products to the order. Below are screenshots with brief explanations of the various scenarios that should be tested for line items.

This screen shot uses the simplest entry for a product line item by using all the default values. There are simply three required fields.

Here a Manual Discount has been added for this product line item.

Here the Override Price is selected, enabling the Price Per Unit field to be used over-riding the default system price of this product line item.

Here a Unit (UOM) is used other than the default. The pricing information should reflect the appropriate Price List Item information for the UOM Conversion.

Submitting the Order

Save the Order with the Line Items and click on Submit Order. This will queue the Order to be synched with SL. Here are two screen shots showing the Order after submission as it is waiting to be synched with SL and after it has been synched. Notice the different Status and Order Numbers.

NOTE: I am not sure why the “Total Amount” dollar amounts differ in the two screen shots.

Review the Sales Orders as they were created in SL to see that the information came across accurately. Here are a few screen shot to show where the information will be found.

NOTE: There is some incompleteness of the DTSs at the point that these screenshots were taken. Some of the information, such as Shipping and Billing Addresses that were entered in CRM were over-written in SL the Default Shipping and Billing addresses.

Revising the SL Sales Order

Use the SL Sales Order created above and revise various information and see that it is also changed in CRM.