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Creating Scenarios for Scenario Testing


Next, you create quotes, orders, and agreements. These scenarios are created as test documents, so that you can distinguish them from actual documents. These are the scenarios that will be run under the conditions that you specified for this scenario testing.

This task is a step in Process of Testing Products with Scenario Tester.

To create a quote for scenario testing

  1. Navigate to the Administration - Product screen, and then the Workspace Projects view.
  2. In the Workspace Projects list, select the workspace for this scenario test.
  3. Click the Scenarios view tab.
  4. In the Scenarios view link bar, click Test Quotes.
  5. Add a record to the Test Quotes list and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Name

    Enter a name for the test quote

    Account

    Select an account to be used in the test quote.

  6. Click the hyperlink in the Name field of the test quote.

    The standard Quotes screen appears.

  7. Enter the details of the quote in the usual way.

    For more information about entering a quote see Siebel Order Management Guide.

  8. Optionally, when you are creating the quote, click the price fields to display a pricing waterfall which shows how the final price was arrived at. Verify that this is the pricing behavior that you want.
  9. Optionally, when you are creating the quote, click Customize to display the product in Siebel Configurator. Verify that this is the interface that you want.

To create a service order for scenario testing

  1. Navigate to the Administration - Product screen, and then the Workspace Projects view.
  2. In the Workspace Projects list, select the workspace for this scenario test.
  3. Click the Scenarios view tab.
  4. In the Scenarios view link bar, click Test Service Orders.
  5. Add a record to the Test Service Orders list and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Order #

    Displays a system generated number used to identify the service order.

    Account

    Select an account to be used in the test quote.

  6. Click the hyperlink in the Order # field of the test service order.

    The standard Service Orders screen appears.

  7. Enter the details of the service order in the usual way.

    For more information about entering an order, see Siebel Order Management Guide.

To create a sales order for scenario testing

  1. Navigate to the Administration - Product screen, and then the Workspace Projects view.
  2. In the Workspace Projects list, select the workspace for this scenario test.
  3. Click the Scenarios view tab.
  4. In the Scenarios view link bar, click Test Sales Orders.
  5. Add a record to the Test Service Orders list and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Order #

    Displays a system generated number used to identify the service order.

    Account

    Select an account to be used in the test quote.

    Price List

    Select a price list to be used in the test quote.

  6. Click the hyperlink in the Order # field of the test service order.

    The standard Sales Orders screen appears.

  7. Enter the details of the sales order in the usual way.

    For more information about entering an order see Siebel Order Management Guide.

To create an agreement for scenario testing

  1. Navigate to the Administration - Product screen, and then the Workspace Projects view.
  2. In the Workspace Projects list, select the workspace for this scenario test.
  3. Click the Scenarios view tab.
  4. In the Scenarios view link bar, click Test Agreements.
  5. Add a record to the Test Agreements list and complete the necessary fields. Some fields are described in the following table.
    Field
    Comments

    Name

    Enter a name for the test agreement.

    Account

    Select an account to be used in the test agreement.

  6. Click the hyperlink in the Name field of the test agreement.

    The standard Quote screen appears.

  7. Enter the details of the agreement in the usual way.

    For more information about entering an agreement, see Siebel Field Service Guide.

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