Portal Test Cases

Below are the written steps to take to complete the test cases in the Portal (not via EDI, XML, JSON, CSV, etc.)

Test Case Summary (see further below for the steps to take for each test):

TC1 - Single Line Order (Fulfill)
- The purpose of this test is to completely fulfill a single-line order from Orange Theory and submit a shipment and invoice for all lines from the order.
TC2 - Multi Line Order (Fulfill)
- The purpose of this test is to completely fulfill a multi-line order from Orange Theory and submit a shipment and invoice for all lines from the order.
TC3 - Partial Cancel + Fulfill
- The purpose of this test is to partially cancel an order and accept/ship all remaining lines, then submit an invoice for all lines shipped.

TC1 - Single Line Order (Fulfill)

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain one line of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the correct status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Shipment	You will need to make sure to ship the full quantity of the order in one box/container with a valid tracking number. Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number, and items shipped in the box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are carrier and tracking number.
3	Invoice	The invoice will be submitted for all items that shipped on the order.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting New Invoice. Once the invoice details are entered (price, quantity, billing/remittance address, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC2 - Multi Line Order (Fulfill)

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain three lines of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Shipment	You will need to make sure to ship the full quantity of the order in one box/container with a valid tracking number. Note that the quantity of each SKU listed in the package should match the quantity for the SKU listed in Shipment Items. Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number, and items shipped in the box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are carrier and tracking number.
3	Invoice	The invoice will be submitted for all items that shipped on the order. Ensure all line items reflected on the order/shipment are also reflected on the Invoice with the correct quantities.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting New Invoice. Once the invoice details are entered (price, quantity, billing/remittance address, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.

TC3 - Partial Cancel + Fulfill

Step	Process	Description	Action to Take
1	Order	Vendor/Supplier will create the order and it will contain three lines of items. The order will be available in the Portal in a status of Ready to Ship.	None, other than to confirm you can see the order and it is in the right status. It may take a moment (less than 30 seconds) after you've generated the order for the order to be Ready to Ship.
2	Acknowledgement	The acknowledgement should cancel the full quantity (1) from the first line and accept all remaining quantities and lines. The estimated ship date should be included.	Submit the acknowledgement through the Portal by navigating to the order and selecting Accept/Reject from the top header menu. On the Create Acknowledgement page, update the Quantity Cancelled field for the first line to 1. The system will automatically change the Quantity Accepted from quantity 1 to quantity 0. Select Submit to complete.
3	Shipment	You will need to make sure to ship the full quantity of the order in one box/container with a valid tracking number. Note that the quantity of each SKU listed in the package should match the quantity for the SKU listed in Shipment Items. Ensure the cancelled line is not reflected on the shipment. Be sure to use the same shipping method as requested on the order.	Submit the shipment through the Portal by navigating to the order and selecting Ship from the top header menu. Once the shipment details such as carrier, tracking number, and items shipped in the box are entered, select Submit. NOTE: To create a shipment, the only required fields to enter are carrier and tracking number.
4	Invoice	The invoice will be for all items that shipped on the order. Ensure all line items reflected on the order/shipment are also reflected on the Invoice with the correct quantities, and the cancelled item is not invoiced.	Submit the invoice from the shipment in the Portal by navigating to the shipment created and selecting New Invoice. Once the invoice details are entered (price, quantity, billing/remittance address, and additional charges) select Submit. NOTE: Go back to the Testing module in Stage Portal to review the results of your tests. It may take a moment (less than 30 seconds) for the Testing status to update.