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#262 sales and purchase tracking

Testcase to check the excel reports for tracking products which were purchased and sold.

Set Up

  1. Make sure P0001 is used in CP and VP, for both G000X and G000Y, and there were no inouts on 1st day of test for those for P0001

  2. Run the excel reports for tracking, purchase and sales side:

I. Tracking test: orders, bpartners, qties

  1. Create sales order 00I, for G000X, P0001, qty: 5

  2. Create purchase order 001, for G000Y, P0001, qty: 5

  3. Create the inout for 001 in Wareneingang POS:
  4. Open Kommissionier Terminal, search for G000X and your order of P0001, OK

  5. In 2nd window of Kommissionier Terminal, select the HU of your purchase inout in the HU Editor, OK

  6. Run both reports again:
  7. Open Lieferdispo for your sales order 00I, and create the inout with the qty from Kommissionier Terminal (checkbox kommissionierte Menge)

  8. Run the excel report for sales tracking (note: not all columns are included!):

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
  9. Run the excel report for the purchase tracking too (note: not all columns are included!):

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
  10. Create 2 more sales orders, 0II and III, for G000X and P0001, both with qty: 5, set attribute: CH for Herkunft

  11. Create another purchase order, 002, for G000Y and P0001, with qty: 10, leave attribute empty

  12. Create 2 inouts in Wareneingang POS, with qty: 5 each

  13. In Kommissionier Terminal, select an HU with qty: 5 for each sales order, then create the inouts from Lieferdispo

  14. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
    1st day of test 0II G000X P0001 5 1st day of test G000Y 002
    1st day of test III G000X P0001 5 1st day of test G000Y 002

    => the attribute is taken from the inout, NOT from the order!

  15. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X 0II 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X III 5

    => the attribute is taken from the inout, NOT from the order!

II. Tracking test: orders, bpartners, qties with splitting HUs

  1. Create 2 more sales orders, 0IV and 00V, for G000X and P0001, both with qty: 2

  2. Create another purchase order, 003, for G000Y and P0001, with qty: 4

  3. Create 1 inout in Wareneingang POS, with the full qty

  4. In Kommissionier Terminal, select the HU with qty: 4 and split off an HU with qty: 2

  5. Select 1 HU with qty: 2 for each sales order, then create the inouts from Lieferdispo

  6. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
    1st day of test 0II G000X P0001 5 1st day of test G000Y 002
    1st day of test III G000X P0001 5 1st day of test G000Y 002
    1st day of test 0IV G000X P0001 2 1st day of test G000Y 003
    1st day of test 00V G000X P0001 2 1st day of test G000Y 003
  7. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X 0II 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X III 5
    1st day of test 003 G000Y P0001 4 1st day of test G000X 0IV 2
    1st day of test 003 G000Y P0001 4 1st day of test G000X 00V 2
  8. Create another sales order, 0VI for G000X and P0001, with qty: 5

  9. Create 2 more purchase orders, 004 and 005, for G000Y and P0001, with qty: 2 and qty:3

  10. Create the inouts in Wareneingang POS, with the full qty for each

  11. In Kommissionier Terminal, select both the HUs from your both inouts in Wareneingang, and create the inout from Lieferdispo

  12. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
    1st day of test 0II G000X P0001 5 1st day of test G000Y 002
    1st day of test III G000X P0001 5 1st day of test G000Y 002
    1st day of test 0IV G000X P0001 2 1st day of test G000Y 003
    1st day of test 00V G000X P0001 2 1st day of test G000Y 003
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 004
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 005
  13. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X 0II 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X III 5
    1st day of test 003 G000Y P0001 4 1st day of test G000X 0IV 2
    1st day of test 003 G000Y P0001 4 1st day of test G000X 00V 2
    1st day of test 004 G000Y P0001 2 1st day of test G000X 0VI 5
    1st day of test 005 G000Y P0001 3 1st day of test G000X 0VI 5
  14. Create another sales order, VII for G000X and P0001, with qty: 10

  15. Create another purchase order, 006, for G000Y and P0001, with qty: 10

  16. Create the inout in Wareneingang POS, with the full qty

  17. In Kommissionier Terminal, select the HU from Wareneingang and split off some qty on a new HU, then split off qty from the new HU (you can also do more splitting than that)

  18. Select some of the HUs so you have qty: 8, and create the inout from Lieferdispo

  19. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
    1st day of test 0II G000X P0001 5 1st day of test G000Y 002
    1st day of test III G000X P0001 5 1st day of test G000Y 002
    1st day of test 0IV G000X P0001 2 1st day of test G000Y 003
    1st day of test 00V G000X P0001 2 1st day of test G000Y 003
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 004
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 005
    1st day of test VII G000X P0001 10 1st day of test G000Y 006
  20. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X 0II 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X III 5
    1st day of test 003 G000Y P0001 4 1st day of test G000X 0IV 2
    1st day of test 003 G000Y P0001 4 1st day of test G000X 00V 2
    1st day of test 004 G000Y P0001 2 1st day of test G000X 0VI 5
    1st day of test 005 G000Y P0001 3 1st day of test G000X 0VI 5
    1st day of test 006 G000Y P0001 10 1st day of test G000X VII 8

III. Tracking test: orders, bpartners, qties on different days

  1. Select the remaining Menge: 2 in Kommissionier Terminal the NEXT DAY, and create the inout for that in Lieferdispo

  2. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001 5 1st day of test G000Y 001
    1st day of test 0II G000X P0001 5 1st day of test G000Y 002
    1st day of test III G000X P0001 5 1st day of test G000Y 002
    1st day of test 0IV G000X P0001 2 1st day of test G000Y 003
    1st day of test 00V G000X P0001 2 1st day of test G000Y 003
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 004
    1st day of test 0VI G000X P0001 5 1st day of test G000Y 005
    1st day of test VII G000X P0001 10 1st day of test G000Y 006

    => Lieferdatum in the sales tracking = the delivery date of the material receipt of the purchase order, NOT of the inout of the sales order! therefore there is no additional line!

  3. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Menge Lieferdatum Lieferort Auftrags-Nr. Menge
    1st day of test 001 G000Y P0001 5 1st day of test G000X 00I 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X 0II 5
    1st day of test 002 G000Y P0001 10 1st day of test G000X III 5
    1st day of test 003 G000Y P0001 4 1st day of test G000X 0IV 2
    1st day of test 003 G000Y P0001 4 1st day of test G000X 00V 2
    1st day of test 004 G000Y P0001 2 1st day of test G000X 0VI 5
    1st day of test 005 G000Y P0001 3 1st day of test G000X 0VI 5
    1st day of test 006 G000Y P0001 10 1st day of test G000X VII 8
    1st day of test 006 G000Y P0001 10 2nd day of test G000X VII 2

    => Lieferdatum in the purchase tracking = the delivery date of inout of the sales order, NOT of the material receipt of the purchase order ! therefore there is an additional line here!

IV. Tracking test: orders, bpartners, qties with different attributes and UOMs

  1. Create one more sales order VIII for G000X and P0002, with qty: 10, product UOM: Kg, price UOM: Stk

  2. Create a purchase order 007 for G000Z and P0002, with qty: 10, product & price UOM: Kg

  3. In Wareneingang POS, make inout with 2 HUs, qty: 5 for each

  4. In Kommissionier Terminal, select 1 HU from Wareneingang with qty: 5, set attribute: CH for Herkunft in the HU Editor and create the inout from Lieferdispo

  5. Run the excel report for sales tracking again:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Merkmal Einheit Menge Lieferdatum Lieferant Bestell-Nr.
    1st day of test 00I G000X P0001     5 1st day of test G000Y 001
    1st day of test 0II G000X P0001     5 1st day of test G000Y 002
    1st day of test III G000X P0001     5 1st day of test G000Y 002
    1st day of test 0IV G000X P0001     2 1st day of test G000Y 003
    1st day of test 00V G000X P0001     2 1st day of test G000Y 003
    1st day of test 0VI G000X P0001     5 1st day of test G000Y 004
    1st day of test 0VI G000X P0001     5 1st day of test G000Y 005
    1st day of test VII G000X P0001     10 1st day of test G000Y 006
    2nd day of test VIII G000X P0002 CH Stk 10 2nd day of test G000Z 007

    => the attribute is taken from the inout, NOT from the order! the price UOM is taken, not product UOM!

  6. Run the excel report for the purchase tracking again too:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Merkmal Einheit Menge Lieferdatum Lieferort Auftrags-Nr. Menge Einheit
    1st day of test 001 G000Y P0001     5 1st day of test G000X 00I 5  
    1st day of test 002 G000Y P0001     10 1st day of test G000X 0II 5  
    1st day of test 002 G000Y P0001     10 1st day of test G000X III 5  
    1st day of test 003 G000Y P0001     4 1st day of test G000X 0IV 2  
    1st day of test 003 G000Y P0001     4 1st day of test G000X 00V 2  
    1st day of test 004 G000Y P0001     2 1st day of test G000X 0VI 5  
    1st day of test 005 G000Y P0001     3 1st day of test G000X 0VI 5  
    1st day of test 006 G000Y P0001     10 1st day of test G000X VII 8  
    1st day of test 006 G000Y P0001     10 2nd day of test G000X VII 2  
    2nd day of test 007 G000Z P0002   Kg 10 2nd day of test G000X VIII 5 Stk

    => the attribute is taken from the sales inout, NOT from the material receipt!

  7. In Kommissionier Terminal, select the other 1 HU from Wareneingang with Menge: 5, set attribute: CH for Herkunft in the HU Editor and create the inout from Lieferdispo (must be the same qty, attribute etc., so the inout is practically doubled!)

  8. Run the excel report for sales tracking again, but filter also for G000X and attribute: CH!:

    Datum Auftrags-Nr. Geschäftspartner Produkt-Nr. Merkmal Einheit Menge Lieferdatum Lieferant Bestell-Nr.
    2nd day of test VIII G000X P0001 CH Stk 10 2nd day of test G000Z 007

    => no added line for the 2nd inout and no sum, since the full qty & data of the sales order was already tracked with the 1st inout!

  9. Run the excel report for the purchase tracking again too, but filter for G000Z instead of P0001!:

    Datum Bestell-Nr. Geschäftspartner Produkt-Nr. Merkmal Einheit Menge Lieferdatum Lieferort Auftrags-Nr. Menge Einheit
    2nd day of test 007 G000Z P0001   Kg 10 2nd day of test G000X VIII 10 Stk

    => no added line for the 2nd inout, BUT increased Menge for the qty used in 2nd inout!


Zur Quelldatei auf github.com