Managing CustomersSPD.docx
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ManagingCustomersSPD
Department
Responsibility/Role
FileName
ManagingCustomers_SPD
Revision
DocumentGenerationDate
5/18/20109:
21:
00PM
DateModified
5/18/20109:
21:
00PM
LastChangedby
Status
ManagingCustomers
Trigger:
Concept
Usethe Customers pagetocreate,view,andmanagecustomers.
Inthistopic,youwillmanagecustomers.
RequiredField（s）
Comments
Output-Result（s）
Comments
AdditionalInformation
Procedure
Step
Action
1.
BeginbynavigatingtotheCustomerspage.
Clicktheverticalscrollbar.
2.
ClicktheReceivables,VisionOperations（USA）link.
3.
Clicktheverticalscrollbar.
4.
ClicktheCustomerslink.
5.
UsetheCustomerspagetocreate,view,andmaintaincustomerinformation.
Step
Action
6.
ClicktheCreatebutton.
7.
UsetheCreateOrganizationpagetoenterthecustomerdetails.
Step
Action
8.
ClickintheOrganizationNamefield.
9.
EnterthedesiredinformationintotheOrganizationNamefield.Enter"MRFInc.".
10.
ClickintheAliasfield.
11.
EnterthedesiredinformationintotheAliasfield.Enter"MRF".
12.
ClickintheAccountNumberfield.
13.
EnterthedesiredinformationintotheAccountNumberfield.Enter"786786".
14.
ClickintheAccountDescriptionfield.
15.
EnterthedesiredinformationintotheAccountDescriptionfield.Enter"MRFTyres".
16.
Clicktheverticalscrollbar.
17.
ClickintheAddressLine1field.
18.
EnterthedesiredinformationintotheAddressLine1field.Enter"NarimanPoint".
19.
ClickintheCityfield.
20.
EnterthedesiredinformationintotheCityfield.Enter"NewYork".
21.
ClickintheCountyfield.
22.
EnterthedesiredinformationintotheCountyfield.Enter"NewYork".
23.
ClickintheStatefield.
24.
EnterthedesiredinformationintotheStatefield.Enter"NewYork".
25.
ClickintheProvincefield.
26.
EnterthedesiredinformationintotheProvincefield.Enter"NewYork".
27.
ClickinthePostalCodefield.
28.
EnterthedesiredinformationintothePostalCodefield.Enter"10001".
29.
Clicktheverticalscrollbar.
30.
ClickintheLocationfield.
31.
EnterthedesiredinformationintotheLocationfield.Enter"4568".
32.
ClickthePrimaryoption.
33.
ClicktheAddAnotherRowbutton.
34.
ClickthePurposelist.
35.
Clicktheverticalscrollbar.
36.
ClicktheShipTolistitem.
37.
Clicktheverticalscrollbar.
38.
ClickintheLocationfield.
39.
EnterthedesiredinformationintotheLocationfield.Enter"5623".
40.
ClickthePrimaryoption.
41.
ClicktheSaveAndAddDetailsbutton.
Step
Action
42.
Clicktheverticalscrollbar.
43.
ClickthePaymentDetailstab.
44.
UsethePaymentDetailstabtoenterthedetailsofthereceiptmethodsandpaymentinstrumentsthatacustomerwilluse.
45.
ClicktheAddReceiptMethodbutton.
46.
EnterthedesiredinformationintotheReceiptMethodsfield.Enter"AutomaticReceipts".
47.
ClickthePrimaryoption.
48.
Clicktheverticalscrollbar.
49.
ClicktheSavebutton.
50.
Clicktheverticalscrollbar.
51.
ClicktheCreatebutton.
52.
UsetheCreateBankAccountpagetolinkthecustomertoanexistingaccount,orcreateanewbankaccount.
Step
Action
53.
ClickintheBankNamefield.
Step
Action
54.
EnterthedesiredinformationintotheBankNamefield.Enter"BankOfAmerica".
Step
Action
55.
ClicktheBankNameSearchbutton.
56.
UsetheSearchandSelect:
BankNamepagetosearchandselecttheappropriatebankname.
Step
Action
57.
ClicktheQuickSelectbutton.
Step
Action
58.
ClickintheBranchNamefield.
Step
Action
59.
EnterthedesiredinformationintotheBranchNamefield.Enter"BankOfAmerica".
Step
Action
60.
ClickintheAccountNumberfield.
Step
Action
61.
EnterthedesiredinformationintotheAccountNumberfield.Enter"101205306".
Step
Action
62.
ClickintheAccountNamefield.
Step
Action
63.
EnterthedesiredinformationintotheAccountNamefield.Enter"MRFBankAccount".
Step
Action
64.
ClickintheCurrencyfield.
Step
Action
65.
EnterthedesiredinformationintotheCurrencyfield.Enter"USdollar".
Step
Action
66.
ClicktheApplybutton.
Step
Action
67.
Clicktheverticalscrollbar.
68.
ClicktheApplybutton.
69.
Youhavesuccessfullymanagedacustomer.
EndofProcedure.
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