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Purpose of Test
The purpose of the Oracle Report Manager Test Document is to use Oracle Report Manager (ORM) functionality to generate and Financial Statement Generator (FSG) reports in multiple formats.
Test History
Date Tester Pass/Fail Notes
Time to Test
Estimated Time Actual Time
Test Setup
1. 2.
Required Prerequisite Test Setup User is required to have access to the Oxbow CRP2 instance, including a User Name and Password. User is expected to have general knowledge of Oxbow business processes and specific understanding of Oxbow specific General Ledger and Accounting functions.
Financial data must be present in General Ledger to fully utilize Report Manager functionality. At least one (1) FSG report must be defined in General Ledger.
3. 4.
05:08:00 PM
Page 1
Oxbow
Test Procedure
Step 1. Action Open web browser. Navigate to the Oracle CRP2 instance. Enter User Name and Password. Click the Login button. 2. Click the OXBOW CARBON USD GL SUPER USER link. Click the Reports: Financial Report Template Editor link. FSG Templates page appears. Input User Name & Password Expected Results Oracle home page appears. Pass Fail
Page 2
Oxbow
Step 3. Action
Input
Expected Results Search & Select form appears. Report Name field is populated
Pass
Fail
4.
Click on the Quick Select icon next to the report titled INCOME STATEMENT BY LOB. Leave the Template Selection at Create New. Open the pull-down list next to the Editor field, and select Excel Template Editor. Click on Create.
5.
6.
7.
8.
05:08:00 PM
Page 3
Oxbow
Pass Fail
14.
15.
Page 4
Oxbow
Step 16.
Action Toggle back to the Oracle home page, and click the Reports: Financial Reports Submission link. Click the magnifying glass next to the Report Name field. Click on the Quick Select icon next to the report titled INCOME STATEMENT BY LOB. Click the magnifying glass next to the Period field.
Input
Expected Results Submission Parameters page appears. Search and Select window appears. Report Name field is populated.
Pass
Fail
17.
18.
19.
05:08:00 PM
Page 5
Oxbow
Pass Fail
Period field is populated. Publishing Parameters page appears. Storage Location page appears. Presentatio n page appears.
21.
22.
23.
Step 24.
Action
Input
Expected Results
Pass
Fail
Oxbow
Step 25. 26. 27. Action Click Submit. Click on Monitor Requests.
Input
Expected Results
Pass
Fail
Click Refresh until both components of the report Financial Statement Generator, Publish and Presentation Program are complete. Click on the Output icon for the Publish and Presentation component.
28.
Action
Input
Expected Results
Pass
Fail
Click on the View Report Now link. Click on the pull-down box next to Output Type and select Excel. Click on Go.
31.
If an Active X control prompt appears, click on Yes to allow interaction. Review the report, and close Excel. It is not necessary to save the report.
32.
05:08:00 PM
Page 7
Oxbow
Pass Fail
Click on the pull-down box next to Output Type and select PDF. Click on Go.
34.
Review the report, and click on the pull-down box next to Output Type. Select HTML and click on Go.
35.
Review the report, and click on the Home link in the upper right corner of the page.
Additional Validation
Page 8