<p>EHP3 for SAP CRM 7.0 April 2014 English</p><p>Solution Selling (C27) Test Script</p><p>SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Solution Selling (C27): Test Script </p><p>Icons</p><p>Icon Meaning</p><p>Caution</p><p>Note</p><p>Typographic Conventions Icon Meaning</p><p>Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.</p><p>Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.</p><p><Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.</p><p>Document Revisions Revision Change Date Description 3</p><p>© SAP SE Page 2 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>Copyright</p><p>© 2014 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.</p><p>Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary.</p><p>These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. </p><p>SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.</p><p>© SAP SE Page 3 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>Contents </p><p>1 Purpose...... 5 1.1 Purpose of the Document...... 5 1.2 Purpose of Solution Selling...... 5 2 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 4.1 Create Package Quotation...... 9 4.2 Release Service Contract...... 11 5 Appendix...... 12 5.1 Process Chains...... 12</p><p>© SAP SE Page 4 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>Solution Selling</p><p>1 Purpose </p><p>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.</p><p>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.</p><p>2 Prerequisites</p><p>This chapter summarizes all prerequisites for the test in terms of system, user, master data, organizational data, and other test data and business conditions.</p><p>© SAP SE Page 5 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>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</p><p>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</p><p>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 Comments <Sold-To Party> 100000 Customer domestic 00 <Contact Person> Monika Ziegler <Product> YBP_PACKAGE_QUOTE BP Package Quotation</p><p>© SAP SE Page 6 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>Data Sample Value Details Comments <Employee 10210 Barbara Lee Responsible> <Service Employee BP_SRV BP Service Back Office Group></p><p>© SAP SE Page 7 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>3 Process Overview Table</p><p>This scope item consists of the steps provided in the following table:</p><p>Process step Business condition Business role Expected results Create Package Quotation Service Employee Package Quotation with follow-up documents</p><p>Release Service Contract Service Manager Contract in status Released</p><p>© SAP SE Page 8 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>4 Testing the Process Steps</p><p>This section describes test procedures for each process step that belongs to this scope item. The test should take approximately 2 hours.</p><p>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 Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Field Name: Value Comment 1 Log on Log on to the CRM WebClient as The Home page appears. service employee.</p><p>2 Create Package In the navigation bar, choose If a dialog box appears, The BP Package Quotation page Quotation Service Orders  Create: Service select transaction type BP opens. Order Quotation Package Quotation (YSVP). 3 Maintain General In assignment block Quotation Description: Data Details enter the required data. Special Package Quotation Sold-To Party: <Sold-To Party>, for example, 100000 4 Select If dialog boxes for organizational Responsible Sales Organizational unit and organizational attributes Organization: Sales Data appear, select the values shown (BP_SALES) on the right. Responsible Service </p><p>© SAP SE Page 9 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Field Name: Value Comment You can also directly select all Organization: Service necessary organizational units for (BP_SERVICE) Sales and Service in the Organizational Data assignment Distribution Channel: 10 block. – Direct Sales Division: 10 – Product Division 10 Service Technicians Group: BP_TECH 5 Item In assignment block Items make Product Package product with its the required entries. YBP_PACKAGE_QUOTE dependent components has been (BP Package added. Quotation) Quantity 1 6 Dependent Select checkboxes for the two Dependent components have Components dependent components in field been selected. Select. 7 Change Status to In section Processing Data change Document status has been accept the the status to Released. changed to Released. Quotation 8 Accept From the application menu choose Document status has been Quotation More  Accept. changed to Quotation Accepted.</p><p>9 Save Choose Save. Three new documents are created:</p><p>BP Service Contract using SLA (YSC1) Standard Order (TA) BP Service Order (YTSV)</p><p>© SAP SE Page 10 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>4.2 Release Service Contract Procedure Test Test Step Name Instruction User Entries: Expected Result Pass / Fail / Step # Field Name: Value Comment 1 Log on Log on to the CRM WebClient as The Home page appears. service manager.</p><p>2 Search for In the navigation bar, choose Service contracts meeting the Service Contract Service Contracts  Search: search criteria appear in the result Service Contracts list.</p><p>Choose the search criteria.</p><p>Choose Search. 3 Select Service To open the service contract The Service Contract Details are Contract created in the previous chapter, displayed. click the description. 4 Release service Choose Edit. Status: Released contract In the Service Contract Details assignment block choose Edit, and change the required value.</p><p>5 Save Choose Save. The service contract has been released.</p><p>© SAP SE Page 11 of 12 SAP Best Practices Solution Selling (C27): Test Script </p><p>5 Appendix</p><p>5.1 Process Chains The process to be tested in this test script is part of a chain of integrated processes. </p><p>5.1.1 Preceding Processes You may first have completed the following business processes and conditions before you start with the test steps:</p><p>Process Business Condition</p><p>5.1.2 Succeeding Processes After completing the activities in this test script, you can continue testing the following business processes:</p><p>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.</p><p>© SAP SE Page 12 of 12</p>