Time Recording for Project-Based Services (J12_US)

Transcription

Test Script
PUBLIC
SAP S/4HANA
2016-04-27
Content
1
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2
Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1
System Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.2
Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.3
Master Data, Organizational Data, and Other Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.4
Business Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3
Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
4
Test Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
4.1
Time Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Time Recording through Manage My Timesheet App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Time Recording through Manage My Timesheet - Gamified App. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
4.2
Time Recording from External System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.3
Approval of Working Times. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
5
Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
5.1
Process Chains. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Succeeding Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Preceding Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2
PUBLIC
© 2016 SAP SE or an SAP affiliate company. All rights reserved.
Content
1
Purpose
Time Recording for Project-Based Services provides internal consultants a quick time entry method for customer projects. The time entry sheet is prepopulated with assigned
work packages and roles for easy selection. Non-billable time can also be entered for time accountability.
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). Customer-project-specific steps must be added.
Purpose
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2
Prerequisites
This section summarizes all prerequisites needed to conduct the test in terms of system, user, master data, organizational data, and other test data and business conditions.
2.1
System Access
The test should be conducted with the following system:
System
Details
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 for your own roles.
Business Role
Business Role ID as Delivered by SAP
Employee
SAP_BR_EMPLOYEE
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Log On
Prerequisites
2.3
Master Data, Organizational Data, and Other Data
The organizational structure and master data of your company have been 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
Service Organization
Service Organization – Company
The following Enterprise Structures are as
US
signed to the Service Organization:
Cost Center
Customer
●
Controlling Area A000
●
Company Code 1710
●
Cost Center 17101902
●
●
●
Plant 1710
●
Distribution Channel 10
●
Division 00
●
Sales Organization 1710
Csltg Unit A
17101902
Csltg Unit B
17101903
Customer Dev
17101904
Domestic US Customer 1
17100001
Comments
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
BNM
Create Cost Center and Cost Center Group
BND
Create Customer
Prerequisites
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2.4
Business Conditions
Before this scope item can be tested, the following business conditions must be met.
1
6
Business Condition
Comment
Customer Project Management (J11)
Must be run before this test script. A project must be created and the employee must be assigned to a project.
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Prerequisites
3
Overview Table
This scope item consists of several process steps provided in the following table.
Process Step
Business Condition
Business Role
Expected Results
Time Recording
The employee wants to record time for a spe
Employee (Professional User)
Time is recorded for a project or work package
Time Recording from External System
Approval of Working Times
Overview Table
cific project or work package or work item.
or work item.
Recorded working times can be transferred
Working times are transferred from an external
from an external system.
system.
Working times need to be approved.
Working times are automatically approved.
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4
Test Procedures
The following sections describe test procedures for each process step that belongs to this scope item.
4.1
Time Recording
4.1.1 Time Recording through Manage My Timesheet App
Test Administration
Customer project: Fill in the project-specific parts.
Test Case ID
<X.XX>
Tester Name
Testing Date
Enter a test
date.
Duration
Enter a
duration.
Business Role(s)
Responsibility
<State Service Provider, Customer or Joint Service
Provider and Customer>
Context
In this activity, you perform the time recording process. Time recording is only possible on hourly basis and only directly by the employee themselves and not with delegates.
Besides the times, a short description or note can also be entered per day and per activity.
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Test Procedures
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
Pass / Fail / Comment
1
Log On
Log onto the SAP Fiori Launchpad as
The SAP Fiori Launchpad displays.
an Employee (Professional User).
2
Access the Fiori App
Choose Manage My Timesheet.
The My Timesheet Overview screen
displays.
3
Explore My Timesheet
Choose All Projects.
You see all customer projects and
work packages to which you are as
signed.
The row below My Time Sheet dis
plays the five most recently used
customer projects. Selecting the
project on this line would take you di
rectly to that project.
4
Display Work Package
Choose one of the projects in the top
The work packages assigned to you
row.
are displayed in the main body of the
screen with the description of title of
the work package and the end date.
The roles you are assigned are also
displayed. Below the role assignment
you would see the planned and re
maining hours open for recording for
that work package.
The total hours recorded per day can
be seen at the bottom row.
5
Display Time Available
In the upper right of the screen, se
lect either Work Week, or Week.
6
Select Date Range
Select the date range line to left of
Week, Work Week.
Test Procedures
You can view either the work week or
the full 7 days of that week available
for time entry.
A calendar entry dialog box displays
allowing you to choose the week you
wish to display.
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Test Step #
Test Step Name
Instruction
Expected Result
7
Configure the Time Sheet
Set the data for either year, month,
The My Time Sheet screen is now
or week days for time recording.
prepared for data entry. The right
Customer Project and Work Pack
ages are chosen, the right time frame
is set and the most convenient view
for recording (Work Week/Week)
has been chosen.
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Record working time in hours
Enter the working times per day and
The system calculates total hours
activity, choose a work item from the
automatically in week and work week
list of the available work items, enter
and can be viewed on the right side
the working times as <time entries
of the page. The sum of total hours is
per day and activity and work item;
also automatically calculated and
entered in hh:mm format>.
can be viewed at the bottom of the
page.
9
Enter a description for an activity
To enter an optional description or
A dialog box is displayed. The de
(optional)
note for an activity:
scription of the activity is saved.
• In the case of work package or nonproject related task, choose the
Notification icon to the right of the
working time. Enter a description and
choose OK.
• In the case of work item, choose the
working time field and enter a note in
the Note field, then choose OK.
10
Record time
Save your entries.
The times are saved. Filter/display
settings are also saved, and dis
played the next time this app is
launched.
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Test Procedures
4.1.2 Time Recording through Manage My Timesheet - Gamified App
Test Administration
Test Case ID
<X.XX>
Tester Name
Testing Date
Enter a test
date.
Duration
Enter a
duration.
Business Role(s)
Responsibility
Context
In this activity, you perform the time recording process through the Manage My Timesheet – Gamified app. Time Recording is only possible on hourly basis and only directly by
the employee themselves and not with delegates. Besides the times, a short description or note can also be entered per day and tasks.
Procedure
Test Step #
Test Step Name
Instruction
Expected Result
1
Log On
Log on to the SAP Fiori Launchpad as The SAP Fiori Launchpad displays.
an Employee (Professional User).
2
Test Procedures
Access the Fiori App
Choose the Manage My Timesheet -
The My Time Sheet Overview screen
Gamified tile.
displays.
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Test Step #
Test Step Name
Instruction
Expected Result
3
Select Date Range
By default, the timesheet shows the
current week.
A calendar entry dialog box displays
allowing you to choose the week you
If you want to record times in a differ wish to display.
ent week, select the date range line
on the top of the screen under My
Timesheet.
4
Explore your tasks
The weekend days (Saturday and
Sunday are shown in a different
color).
The tasks (projects, work packages,
work items) assigned to you are dis
played in the right side of the screen
under My Tasks with the description
of the projects, work packages, and
work items.
The roles assigned to you are also
displayed.
On the top-right corner of each task,
you would see the hours already re
corded for that task.
Non-project related activities are
also shown.
6
Search your tasks (optional)
In the right side of the screen, insert
The task(s) assigned to you are fil
a text in the search box just below My tered according to the text inserted
Tasks.
in the search box.
The text search can be performed
through three attributes: project title
description, work package title de
scription/work item title description,
role description
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Test Procedures
Test Step #
Test Step Name
Instruction
Expected Result
6
Select a task
In the right side of the screen, under
You have selected a task on which
you can record times. The selected
task is shown in a different color.
My Tasks, the tasks assigned to you
are shown.
By default, the five most recently
used tasks are shown. Click on a
task.
Test Procedures
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Test Step #
Test Step Name
Instruction
Expected Result
7
Record working time - Create new
Enter the working times per days,
The new time entry is visualized on
time entry
hours and tasks <registered in
the day you have chosen as a rectan
hh:mm format and rounded to the
gular box. The height of this box fits
nearest half an hour>.
the number of hours you have in
Choose a task from the list of the
available tasks. To enter the working
times, click on the number of hours
you want to record. A rectangular
area just below the date range,
shows all the days of the chosen
week on the top horizontal axis, the
working hours for each day (with a
step of half an hour) on the left verti
serted. The entry shows the task title
descriptions and the number of
hours recorded in hh:mm format
rounded to the nearest half an hour.
The system calculates total hours
automatically per day and can be
viewed on the bottom bar per day
and on the bottom left corner as total
per week.
cal axis, and the total hours recorded
per day in the bottom horizontal axis.
The left vertical axis is labeled with a
number that helps you in under
standing how many hours to record.
Each cell on the grid corresponds to
a time duration of half an hour that
corresponds to the minimum time
duration that is possible to record.
To create a new time entry, click on
the cell corresponding to the day and
the number of hours that you want to
record. For example, if you want to
record 5 hours, click on the cell just
below the number 5 on the day on
which you want to record the hours.
As another example, if you want to
record 5 hours and 30 minutes, click
on the cell just above the number 5
on the day on which you want to re
cord the hours.
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Test Procedures
Test Step #
Test Step Name
Instruction
Expected Result
8
Record working time – Create addi Repeat steps 6 and 7 for any addi
The new time entries are visualized
tional time entries
tional time entry you want to record
on the days you have chosen as rec
taking into account the already exist
tangular boxes. The height of each
ing entries. For example, if 2 hours
box fits the number of hours you
are already registered on a day, and
have inserted. Each entry shows the
you want to record 5 hours, click on
task title descriptions and the num
the cell just below the number 7 on
ber of hours recorded in hh:mm for
the day on which you want to record
mat rounded to the nearest half an
the hours. As another example, if 2
hour. The left vertical axis shrinks up
hours are already registered on a
showing more hours if the total hours
day, and you want to record 5 hours
on a day exceeds the hours currently
and 30 minutes, click on the cell just
visualized. A vertical scroll bar ap
above the number 7 on the day on
pears on the right side of the screen,
which you want to record the hours.
so that you can scroll up and down
If you want to record additional time
for a better visualization. If recording
entries on a day on which you have
a time entry on a day the total would
already recorded, all the times al
exceed 24 hours, the system
lowed on the grid, just click on the
prompts an error message and pre
top row and the grid will enlarge by
vents you from recording that time
two additional hours for each click on entry. The system calculates total
the top row.
hours automatically per day and can
be viewed on the bottom bar per day
and on the bottom left corner as total
per week.
9
Record working time – Modify ex
Choose an existing entry, and in the
isting entries
Details dialog box, adapt the Duration tually rounded to the nearest half an
The time entry is adapted and even
field by inserting the number of
hour (in such a case, the system
hours in hh:mm format. Save your
prompts a message). The height of
entry.
the time entry is adapted according
to the new recorded hours.
10
Record working time – Delete exist Choose the Decline button that is on
ing entries
The selected entry disappears.
the cross icon on the top-right corner
of an entry.
Test Procedures
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Test Step #
Test Step Name
Instruction
Expected Result
11
Enter a description for an activity
To enter an optional description or
A dialog box is displayed. The de
(optional)
note for an activity, just choose the
scription of the activity is saved.
entry, enter a description in the Note
field and save.
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4.2
Record time
Save your entries.
The times are saved. The filter/
display settings are also saved, and
display the next time this app is
launched.
Time Recording from External System
Test Administration
Test Case ID
<X.XX>
Tester Name
Testing Date
Enter a test
date.
Duration
Enter a
duration.
Business Role(s)
Responsibility
Working times can also be transferred from external time recording systems. For this purpose, the Odata service HCM_CATS_MANAGE can be used.
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Test Procedures
4.3
Approval of Working Times
Test Administration
Test Case ID
<X.XX>
Tester Name
Testing Date
Enter a test
date.
Duration
Enter a
duration.
Business Role(s)
Responsibility
The working times recorded in the previous steps are automatically approved. The approved data is transferred to the target components for further processing through a
background job. The roadmap contains the approval of working times by an appropriate responsible person.
Test Procedures
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5
Appendix
5.1
Process Chains
The process to be tested in this test case is part of a chain of integrated processes.
5.1.1 Succeeding Processes
After completing the activities in this test case, you can continue testing the following business processes:
Process
Business Condition
This is the main end-to-end business process.
5.1.2 Preceding Processes
You may first have completed the following business processes and conditions before you start with the test steps:
Process
Business Condition
Employee must be assigned to a project created in J11.
Employee Central Integration (JB1)
This process should be run to have employee data replicated to SAP S/4HANA.
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Appendix
Important Disclaimers and Legal Information
Coding Samples
Any software coding and/or code lines / strings ("Code") included in this documentation are only examples and are not intended to be used in a productive system environment. The Code is only intended to better explain and visualize the syntax and phrasing
rules of certain coding. SAP does not warrant the correctness and completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, unless damages were caused by SAP intentionally or by SAP's gross
negligence.
Accessibility
The information contained in the SAP documentation represents SAP's current view of accessibility criteria as of the date of publication; it is in no way intended to be a binding guideline on how to ensure accessibility of software products. SAP in particular
disclaims any liability in relation to this document. This disclaimer, however, does not apply in cases of wilful misconduct or gross negligence of SAP. Furthermore, this document does not result in any direct or indirect contractual obligations of SAP.
Gender-Neutral Language
As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed directly with "you", or a gender-neutral noun (such as "sales person" or "working days") is used. If when referring to members of both sexes, however, the
third-person singular cannot be avoided or a gender-neutral noun does not exist, SAP reserves the right to use the masculine form of the noun and pronoun. This is to ensure that the documentation remains comprehensible.
Internet Hyperlinks
The SAP documentation may contain hyperlinks to the Internet. These hyperlinks are intended to serve as a hint about where to find related information. SAP does not warrant the availability and correctness of this related information or the ability of this
information to serve a particular purpose. SAP shall not be liable for any damages caused by the use of related information unless damages have been caused by SAP's gross negligence or willful misconduct. All links are categorized for transparency (see: http://
help.sap.com/disclaimer).
Important Disclaimers and Legal Information
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These materials are provided by SAP SE or an SAP affiliate company
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Time Recording for Project-Based Services (J12_US)

Transcription

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