EHP3 for SAP CRM 7.0
April 2014
English
Solution Selling (C27)
Test Script
SAP SE
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices
Solution Selling (C27): Test Script
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Note
Typographic Conventions
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Meaning
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Words or characters that appear on the screen. These include field names, screen titles, pushbuttons
as well as menu names, paths and options.
Example text
Exact user entry. These are words or characters that you enter in the system exactly as they appear in
the documentation.
<Example text>
Variable user entry. Pointed brackets indicate that you replace these words and characters with
appropriate entries.
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SAP Best Practices
Solution Selling (C27): Test Script
Copyright
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Solution Selling (C27): Test Script
Contents
1
2
Purpose ................................................................................................................................................................................................................... 5
1.1
Purpose of the Document ................................................................................................................................................................................ 5
1.2
Purpose of Solution Selling ............................................................................................................................................................................. 5
Prerequisites ........................................................................................................................................................................................................... 5
2.1
System Access ................................................................................................................................................................................................ 6
2.2
Roles ................................................................................................................................................................................................................ 6
2.3
Master Data, Organizational Data, and Other Data ........................................................................................................................................ 6
3
Process Overview Table ......................................................................................................................................................................................... 8
4
Testing the Process Steps ...................................................................................................................................................................................... 9
5
4.1
Create Package Quotation .............................................................................................................................................................................. 9
4.2
Release Service Contract .............................................................................................................................................................................. 11
Appendix ............................................................................................................................................................................................................... 12
5.1
Process Chains .............................................................................................................................................................................................. 12
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SAP Best Practices
Solution Selling (C27): Test Script
Solution Selling
1 Purpose
1.1 Purpose of the Document
This document provides a detailed procedure for testing the scope item Solution Selling after solution deployment, reflecting the predefined scope
of the solution. Each process step is covered in its own section, providing the system interactions (i.e. Test steps) in a table view. Steps that are
not in scope of the process but are needed for testing are marked accordingly (see column Test Step). Customer-project-specific steps must be
added.
Note for the customer project team: Instructions for the customer project team are highlighted in yellow and should be removed before handover to
project testers. The appendix is included for internal reference, in particular to support A2O, and should also be deleted before handover to the
customer, unless deemed helpful to explain the larger context.
1.2 Purpose of Solution Selling
The Solution Selling scenario provides customers with package quotations which are created for combinations of products, including one-time
service and longer-term contract-based services, and are used to offer packaged solutions to customers.
Once a package quotation is accepted by the customer, all follow-up processes are automatically executed – from logistics and service delivery to
billing and receivables.
2 Prerequisites
This chapter summarizes all prerequisites for the test in terms of system, user, master data, organizational data, and other test data and business
conditions.
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Solution Selling (C27): Test Script
2.1 System Access
The test should be conducted with the following system and users:
Type of Data
Details
System
System
<Provide details on how to access system, such as system client or URL>
Standard User
BP Service Employee
User ID SERV_EMPL, password welcome
Standard User
BP Service Manager
User ID SERV_MAN, password welcome
2.2 Roles
For non-standard users, the following roles need to be assigned to the system users testing this scenario:
Business Role
Business Role ID
Process Step
Sample data
BP Service Employee
YBP_SRV_EMPL
See Process Overview Table
Barbara Lee,
User SERV_EMPL,
password welcome
BP Service Manager
YBP_SRV_MAN
See Process Overview Table
Ryan Reval,
User SERV_MAN,
password welcome
2.3 Master Data, Organizational Data, and Other Data
The organizational structure and the master data of your company were created in your system during implementation. The organizational
structure reflects the structure of your company. The master data represents materials, customers, and vendors, for example, depending on the
operational focus of your company.
Use your own master data to go through the test procedure. If you have installed an SAP Best Practices Baseline package, you can use the
following Baseline package scenario data:
Data
Sample Value
Details
<Sold-To Party>
100000
Customer domestic 00
<Contact Person>
© SAP SE
Comments
Monika Ziegler
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SAP Best Practices
Solution Selling (C27): Test Script
Data
Sample Value
Details
<Product>
YBP_PACKAGE_QUOTE
BP Package Quotation
<Employee
Responsible>
10210
Barbara Lee
<Service Employee
Group>
BP_SRV
BP Service Back Office
© SAP SE
Comments
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Solution Selling (C27): Test Script
3 Process Overview Table
This scope item consists of the steps provided in the following table:
Process step
Business role
Expected results
Create Package Quotation
Service Employee
Package Quotation with follow-up documents
Release Service Contract
Service Manager
Contract in status Released
© SAP SE
Business condition
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Solution Selling (C27): Test Script
4 Testing the Process Steps
This section describes test procedures for each process step that belongs to this scope item.
The test should take approximately 2 hours.
4.1 Create Package Quotation
You can use package quotations to sell packaged solutions to your customers by creating a quotation for combinations of different types of
product (tangible products, services, and contract items). These combinations of product are modeled as product packages in your master data.
Procedure
Test
Step #
Test Step Name
Instruction
User Entries:
Field Name: Value
1
Log on
Log on to the CRM WebClient as
service employee.
2
Create Package
Quotation
In the navigation bar, choose
Service Orders  Create: Service
Order Quotation
If a dialog box appears,
select transaction type BP
Package Quotation
(YSVP).
3
Maintain General
Data
In assignment block Quotation
Details enter the required data.
Description:
Expected Result
Pass / Fail /
Comment
The Home page appears.
The BP Package Quotation page
opens.
Special Package
Quotation
Sold-To Party: <Sold-To
Party>, for example,
100000
4
Select
Organizational
Data
If dialog boxes for organizational
unit and organizational attributes
appear, select the values shown
on the right.
Responsible Sales
Organization: Sales
(BP_SALES)
Responsible Service
You can also directly select all
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SAP Best Practices
Test
Step #
Test Step Name
Solution Selling (C27): Test Script
Instruction
User Entries:
Field Name: Value
necessary organizational units for
Sales and Service in the
Organizational Data assignment
block.
Organization: Service
(BP_SERVICE)
Expected Result
Pass / Fail /
Comment
Distribution Channel: 10
– Direct Sales
Division: 10 – Product
Division 10
Service Technicians
Group: BP_TECH
5
Item
In assignment block Items make
the required entries.
Product
YBP_PACKAGE_QUOTE
(BP Package
Quotation)
Package product with its
dependent components has been
added.
Quantity 1
6
Dependent
Components
Select checkboxes for the two
dependent components in field
Select.
Dependent components have
been selected.
7
Change Status to
accept the
Quotation
In section Processing Data change
the status to Released.
Document status has been
changed to Released.
8
Accept
Quotation
From the application menu choose
More  Accept.
Document status has been
changed to Quotation Accepted.
9
Save
Choose Save.
Three new documents are
created:
BP Service Contract using SLA
(YSC1)
Standard Order (TA)
BP Service Order (YTSV)
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Solution Selling (C27): Test Script
4.2 Release Service Contract
Procedure
Test
Step #
Test Step Name
Instruction
User Entries:
Field Name: Value
Expected Result
1
Log on
Log on to the CRM WebClient as
service manager.
The Home page appears.
2
Search for
Service Contract
In the navigation bar, choose
Service Contracts  Search:
Service Contracts
Service contracts meeting the
search criteria appear in the result
list.
Pass / Fail /
Comment
Choose the search criteria.
Choose Search.
3
Select Service
Contract
To open the service contract
created in the previous chapter,
click the description.
4
Release service
contract
Choose Edit.
Save
Choose Save.
5
© SAP SE
The Service Contract Details are
displayed.
Status: Released
In the Service Contract Details
assignment block choose Edit, and
change the required value.
The service contract has been
released.
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Solution Selling (C27): Test Script
5 Appendix
5.1 Process Chains
The process to be tested in this test script is part of a chain of integrated processes.
5.1.1
Preceding Processes
You may first have completed the following business processes and conditions before you start with the test steps:
Process
5.1.2
Business Condition
Succeeding Processes
After completing the activities in this test script, you can continue testing the following business processes:
Process
Business Condition
Service Order Management (C69)
The service order created based on the package quotation can be used
for further processing in the C69 – Service Order Management process.
Sales Order Processing: Sale from Stock (109)
Sales order created based on the package quotation can be used for
further sales order processing such as delivery, picking, goods issue and
billing procedure.
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