Calculating and Consolidation Data_HFM

Test Procedure

Step 1.

Action Begin by navigating to the Manage Documents page. Click the Navigate menu.

Input

Expected Results

Pass

Fail

2. 3. 4.

Click the Applications menu. Click the Consolidation menu. Select an application. Click the REPORTS list item.

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Step 5. Action The application is opened and the Manage Documents page is displayed. Use the Manage Documents page to access task lists, documents, tasks, and favorites. Documents can include data forms, data grids, reports, custom documents, links, and related content. Input Expected Results Pass Fail

Step 6.

Action Next, navigate to the Process Control page. Click the Tasks list item.

Input

Expected Results

Pass

Fail

7. 8. 9.

Double-click the Data Tasks list item. Click the Process Control list item. Use the Process Control page to calculate and consolidate data.

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Calculating and Consolidation Data_HFM

Step 10.

Action Expand California. Click the Expand button.

Input

Expected Results

Pass

Fail

11.

The CH in the Calc Status column indicates that California.Plant1 needs to be calculated. Notice that because California.Plant1 has not been calculated, the Pass/Fail status is Fail. The CN in the Calc Status column indicates that California needs to be consolidated. Note: If you consolidate California, Plant1 will be calculated.

12.

13.

14.

Notice that because California has not been consolidated, the Pass/Fail status is Fail.

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Calculating and Consolidation Data_HFM

Step 15. Action In this example, you calculate California.Plant1 and consolidate California and its descendants. Click in the California.Plant1 field. 16. 17. 18. 19. 20. Click the Calculate list. Click the Calculate list item. California.Plant1 is calculated. Notice that the Pass/Fail status is now Pass. Next, consolidate California and its descendants. Click in the California field. 21. 22. Click the Consolidate list. Click the Consolidate All With Data list item. Use the Running Tasks dialog box to confirm that the status of the consolidation is Completed. Input Expected Results Pass Fail

23.

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Calculating and Consolidation Data_HFM

Step 24.

Action Close the Running Tasks dialog box. Click the Close button.

Input

Expected Results

Pass

Fail

25. 26.

California is consolidated. Notice that the Pass/Fail status in now Pass. The process unit is ready to be promoted.

27.

You successfully calculated and consolidated data. End of Procedure.

Additional Validation

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