Event Cycle

Recorded by: godr1

Recorded date: 12/6/2010
Document created: 12/6/2010
Task notes: Event Cycle

event cycle...........................................................................................................................1
Form name: Projects....................................................................................................3
Form name: Create project..........................................................................................3
Form name: Item budgets............................................................................................5
Form name: Infolog.....................................................................................................8
Form name: Fee forecast...........................................................................................12
Form name: Project statements..................................................................................13
Form name: Fee forecast...........................................................................................14
Form name: Purchase requisitions.............................................................................15
Form name: Create purchase requisition...................................................................16
Form name: Infolog...................................................................................................20
Form name: Purchase requisition approval - Submit................................................21
Form name: Purchase requisitions.............................................................................23
Form name: Create purchase requisition...................................................................24
Form name: Purchase requisition approval - Submit................................................31
Form name: Projects..................................................................................................32
Form name: Find: Project..........................................................................................33
Form name: Purchase order , Name , Item name....................................................35
Form name: Purchase order , Name , Item name....................................................36
Form name: Create purchase order............................................................................38
Form name: Infolog...................................................................................................43
Form name: Posting purchase order..........................................................................48
Form name: Posting packing slip..............................................................................49
Form name: Posting invoice......................................................................................50
Form name: Invoice Journal......................................................................................51
Form name: Journal...................................................................................................52
Form name: Journal lines...........................................................................................53
Form name: Check journal 000077_110...................................................................54
Form name: Infolog...................................................................................................55
Form name: Post journal 000077_110.......................................................................56
Form name: Infolog...................................................................................................56
Form name: Create invoice........................................................................................57
Form name: ProjInvoiceNormal................................................................................58
Form name: Find: Project..........................................................................................59
Form name: Infolog...................................................................................................60
Form name: Create invoice........................................................................................61
Form name: Infolog...................................................................................................61
Form name: Create invoice........................................................................................62
Form name: Infolog...................................................................................................63
Form name: Create invoice........................................................................................64
Form name: Infolog...................................................................................................65
Form name: Create invoice........................................................................................66
Form name: Infolog...................................................................................................67
Form name: Create invoice........................................................................................68
Form name: Infolog...................................................................................................69
Form name: Post invoice...........................................................................................70
Form name: Infolog...................................................................................................71
Form name: Projects..................................................................................................72
Form name: Find: Project..........................................................................................73
Form name: Post invoice...........................................................................................76
Form name: Infolog...................................................................................................77
Form name: Chart of accounts...................................................................................78
Form name: Find: Ledger account.............................................................................79
Form name: Find: Ledger account.............................................................................81
Form name: Post invoice...........................................................................................83
Form name: Infolog...................................................................................................83
Form name: Projects..................................................................................................84
Form name: Find: Project..........................................................................................85
Form name: Project statements..................................................................................86
Form name: Fee transactions.....................................................................................93
Form name: Fee transactions.....................................................................................94
Form name: Item transactions...................................................................................95
1. Click Area Page node: Project -> Project Details.

Form name: Projects

2. Create a new record in the Projects form.

3. Click Yes in the Microsoft Dynamics form.

Is Project of type 'Event'?

Form name: Create project

4. Change Project group from '' to 'Events'.

5. Change Name from '' to 'test demo'.

6. Change Line property from '' to 'Charge'.

7. Change Region from '' to 'CO - LR'.

8. Change Department from '' to 'Administra'.

9. Click the OK button.

10. Click the Project stage (y) -> Estimated menu button.

11. Click Ok in the Change of status form.

Update to status Estimated?

12. Click the Forecast (k) -> Item menu button.

Form name: Item budgets

13. Create a new record in the Item budgets form.

14. Change Item number from '' to 'CII- Delegation Kits'.

15. Change Unit from '' to 'Nos'.

16. Change Sales quantity from '1.00' to '10.00'.

17. Change Sales quantity from '10.00' to '100.00'.

18. Change Cost price from '0.00' to '500.00'.

19. Change Cost amount from '0.00' to '50000.00'.

20. Switch to the Project tab on the Item budgets form.

21. Switch to the Dimension tab on the Item budgets form.
22. Change Site from '' to '1'.

23. Switch to the Overview tab on the Item budgets form.

24. Save the record in the Item budgets form.

25. Create a new record in the Item budgets form.

26. Change Item number from '' to 'CII-Advertisement'.

27. Change Unit from '' to 'Nos'.

28. Change Cost price from '0.00' to '1000000.00'.

29. Change Cost amount from '0.00' to '1000000.00'.

Form name: Infolog

30. Click the Close button.

31. Switch to the Project tab on the Item budgets form.

32. Change Category from '' to 'Advertise'.

33. Switch to the Dimension tab on the Item budgets form.

34. Change Site from '' to '1'.

35. Switch to the Overview tab on the Item budgets form.

36. Make sure the selection is changed in table Sales forecast to:
Mode Date Item Item Sales Uni Cost Cost Currenc
l number allocatio quantit t price amount y
n key y
Test 12/6/201 CII- 100.00 Nos 500.0 50000.0 INR
0 Delegatio 0 0
n Kits

37. Change Cost price from '500.00' to '5000.00'.

38. Change Cost amount from '50000.00' to '500000.00'.

39. Save the record in the Item budgets form.

40. Close the Item budgets form.

41. Click the Forecast (k) -> Fee menu button.

Form name: Fee forecast

42. Create a new record in the Fee forecast form.

43. Change Category from '' to 'Grants'.

44. Change Qty from '' to '1.00'.

45. Change Price Per Qty from '0.00' to '1000000.00'.

46. Change Sales price from '0.00' to '1000000.00'.

47. Save the record in the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID:
0 form.

48. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.

49. Click the Project Control (1) -> Project statements menu button.

Form name: Project statements

50. Change From date from '' to '12/6/2010'.

51. Change To date from '' to '12/6/2010'.

52. Change Actual vs. Budget from 'Actual' to 'Budget'.

53. Change Forecast model from '' to 'Test'.

54. Click the Calculate button.

55. Click the Forecast -> Fee menu button.

Form name: Fee forecast

56. Change Sales price from '1000000.00' to '10000000.00'.

57. Close the Fee forecast - Forecast model: Test, 12/6/2010, Expand ID: 0 form.

58. Click the Calculate button.

59. Close the Project statements form.

60. Click the Project stage (y) -> In process menu button.

61. Click Ok in the Change of status form.

Update to status In process?

62. Click the Item task -> Purchase Requisition menu button.

Form name: Purchase requisitions

63. Make sure the selection is changed in table Projects to:

Project Name Project Project Project Header Project Event
contract group type stage
EV-0103 Round Events Time No Estimated Yes
Table and
 India- material
US

64. Create a new record in the Purchase requisitions form.

Form name: Create purchase requisition

65. Change Purchase requisition name from '' to 'test demo'.

66. Click the OK button.

67. Change Purchase requisition ID from '' to '00000329_074'.

68. Change Purchase requisition name from '' to 'test demo'.

69. Change Created date and time from '' to '12/6/2010'.

70. Switch to the Lines tab on the Purchase requisitions form.

71. Create a new record in the Purchase requisitions form.

72. Change Item number from '' to 'CII- Delegation Kits'.

73. Change Item name from '' to 'CII- Delegation Kits'.

74. Change Quantity from '' to '1.00'.

75. Change Unit from '' to 'Nos'.

76. Change Unit price from '0.00' to '500.00'.

77. Change Net amount from '0.00' to '500.00'.

78. Change Currency from '' to 'INR'.

79. Change Quantity from '1.00' to '100.00'.

80. Change Net amount from '500.00' to '50000.00'.

81. Switch to the Project tab on the Purchase requisitions form.

82. Switch to the Dimension tab on the Purchase requisitions form.

83. Change Site from '' to '1'.

84. Change Warehouse from '' to 'Main'.

85. Switch to the General tab on the Purchase requisitions form.

86. Switch to the Lines tab on the Purchase requisitions form.

87. Switch to the Business justification tab on the Purchase requisitions form.

Form name: Infolog

88. Click the Close button.

89. Change Business justification from '' to 'test.'.

90. Click the Submit button.

Form name: Purchase requisition approval - Submit

91. Change Comment from '' to 'test'.

92. Click the Submit button.

93. Switch to the Overview tab on the Purchase requisitions form.

94. Close the Purchase requisitions form.

95. Make sure the selection is changed in table Projects to:

Project Name Project Project Project Header Project Event
contract group type stage
EV-0107 test Events Time No In Yes
demo and process
material

96. Switch to the Purchase Requisition tab on the Projects form.

97. Click the Item task -> Purchase Requisition menu button.

Form name: Purchase requisitions

98. Create a new record in the Purchase requisitions form.

Form name: Create purchase requisition

99. Change Purchase requisition name from '' to 'test demo'.

100. Click the OK button.

101. Change Purchase requisition ID from '' to '00000330_074'.

102. Change Purchase requisition name from '' to 'test demo'.

103. Change Created date and time from '' to '12/6/2010'.

104. Switch to the Lines tab on the Purchase requisitions form.

105. Create a new record in the Purchase requisitions form.

106. Change Item number from '' to 'CII- Delegation Kits'.

107. Change Item name from '' to 'CII- Delegation Kits'.

108. Change Quantity from '' to '1.00'.

109. Change Unit from '' to 'Nos'.

110. Change Unit price from '0.00' to '500.00'.

111. Change Net amount from '0.00' to '500.00'.

112. Change Currency from '' to 'INR'.

113. Change Quantity from '1.00' to '100.00'.

114. Change Net amount from '500.00' to '50000.00'.

115. Switch to the Project tab on the Purchase requisitions form.

116. Switch to the Dimension tab on the Purchase requisitions form.
117. Change State from '' to 'Andamaan &'.

118. Change Site from '' to '1'.

119. Switch to the Dimension tab on the Purchase requisitions form.

120. Change Warehouse from '' to 'Main'.

121. Switch to the Lines tab on the Purchase requisitions form.

122. Switch to the Business justification tab on the Purchase requisitions form.
123. Change Business justification from '' to 'test demo.'.

124. Switch to the Overview tab on the Purchase requisitions form.

125. Click the Submit button.

Form name: Purchase requisition approval - Submit

126. Change Comment from '' to 'test'.

127. Change Comment from 'test' to 'test demo.'.

128. Click the Submit button.

129. Close the Purchase requisitions form.

130. Switch to the Expense Transactions tab on the Projects form.

131. Close the Projects form.

132. Click Area Page node: Project -> Project Details.

Form name: Projects

Form name: Find: Project

133. Change Project from '' to '*107*'.

134. Click the OK button.

135. Switch to the Purchase Requisition tab on the Projects form.

136. Switch to the Expense Transactions tab on the Projects form.
137. Click the Item task -> Purchase order menu button.

Form name: Purchase order , Name , Item name

138. Close the Purchase order , Name , Item name form.

139. Click the Item task -> Purchase order menu button.

Form name: Purchase order , Name , Item name

140. Click the Advanced button.

141. Switch to the General tab on the Purchase order , Name , Item name form.

142. Switch to the Overview tab on the Purchase order , Name , Item name form.
143. Create a new record in the Purchase order , Name , Item name form.

Form name: Create purchase order

144. Click Yes in the Microsoft Dynamics form.
Transfer vendor information?

Kotak

145. Change Vendor account from '' to '000003_041'.

146. Change Site from '' to '1'.

147. Change Warehouse from '' to 'Main'.

148. Click the OK button.

149. Change Purchase order from '' to '00000086_069'.

150. Change Vendor account from '' to '000003_041'.

151. Change Invoice account from '' to '000003_041'.

152. Change Currency from '' to 'INR'.

153. Switch to the Lines tab on the Purchase order , Name , Item name form.

154. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item
name form.

155. Change Item number from '' to 'CII- Delegation Kits'.

156. Change Quantity from '' to '1.00'.

157. Change Unit from '' to 'Nos'.

158. Change Unit price from '' to '500.00'.

159. Change Net amount from '0.00' to '500.00'.

160. Change Assessable value from '0.00' to '500.00'.

161. Change Item name from '' to 'CII- Delegation Kits'.

162. Change Quantity from '1.00' to '1000.00'.

163. Change Net amount from '500.00' to '500000.00'.

164. Change Assessable value from '500.00' to '500000.00'.

165. Change Unit price from '500.00' to '5000.00'.

166. Change Net amount from '500000.00' to '5000000.00'.

167. Change Assessable value from '500000.00' to '5000000.00'.

168. Change Quantity from '1000.00' to '100.00'.

169. Change Unit price from '5000.00' to '500.00'.

170. Change Net amount from '5000000.00' to '50000.00'.

171. Change Assessable value from '5000000.00' to '50000.00'.

172. Create a new record in the Purchase order 00000086_069 , Name Kotak , Item
name form.

173. Change Item number from '' to 'CII-Advertisement'.

174. Change Quantity from '' to '1.00'.

175. Change Unit from '' to 'Nos'.

176. Change Unit price from '' to '80000.00'.

177. Change Net amount from '0.00' to '80000.00'.

178. Change Assessable value from '0.00' to '80000.00'.

179. Change Item name from '' to 'CII-Advertisement'.

180. Change Unit price from '80000.00' to '10000000.00'.

181. Change Net amount from '80000.00' to '10000000.00'.

182. Change Assessable value from '80000.00' to '10000000.00'.

183. Change Unit price from '10000000.00' to '1000000.00'.

184. Change Net amount from '10000000.00' to '1000000.00'.

185. Change Assessable value from '10000000.00' to '1000000.00'.

186. Switch to the Dimension tab on the Purchase order 00000086_069 , Name
Kotak , Item name form.

187. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
Form name: Infolog

188. Click the Close button.

189. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
190. Change Category from '' to 'Advertise'.

191. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,
Item name form.
192. Make sure the selection is changed in table Purchase lines to:
Item CF Rece Quant Un Unit Disco Dis Net Assessa Item
numbe OP ipt ity it pric unt c. amou ble name
r and e pct nt value
issue .
code
CII- 100.00 No 500. 50000 50000.0 CII-
Delegat s 00 .00 0 Delegat
ion ion Kits
Kits

193. Switch to the Project tab on the Purchase order 00000086_069 , Name Kotak ,
Item name CII- Delegation Kits form.
194. Switch to the Lines tab on the Purchase order 00000086_069 , Name Kotak ,
Item name CII- Delegation Kits form.
195. Click the Posting -> Purchase order menu button.

Form name: Posting purchase order

196. Click the OK button.

197. Click the Posting -> Packing slip menu button.

Form name: Posting packing slip

198. Change Packing slip from '' to '123qwe'.

199. Click the OK button.

200. Click the Posting -> Invoice menu button.

Form name: Posting invoice

201. Change Invoice from '' to '123qwe'.

202. Click the OK button.

203. Click the Inquiries -> Invoice menu button.

Form name: Invoice Journal

204. Close the Invoice Journal form.

205. Close the Purchase order 00000086_069 , Name Kotak , Item name CII-
Delegation Kits form.

206. Close the Projects form.

207. Click Area Page node: Project -> Journals -> Fee.

Form name: Journal

208. Create a new record in the Journal form.

209. Change Name from '' to 'Fee'.

210. Click the Lines button.

Form name: Journal lines

211. Change Project date from '' to '12/6/2010'.

212. Create a new record in the Journal lines form.

213. Change Project from '' to 'EV-0107'.

214. Change Line property from '' to 'Charge'.

215. Change Category from '' to 'Grants'.

216. Change Customer from '' to '000003_035'.

217. Change Sales price from '0.00' to '10000000.00'.

218. Click the Validate button.

Form name: Check journal 000077_110

219. Click the OK button.

Form name: Infolog

220. Click the Close button.

221. Click the Post button.

Form name: Post journal 000077_110.

222. Click the OK button.

Form name: Infolog

223. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice

224. Click the Select button.

Form name: ProjInvoiceNormal

225. Make sure the selection is changed in table Criteria to:
Table Field Criteria
Projects Project EV-0045

Form name: Find: Project

226. Change Project from '' to '*107*'.

227. Click the OK button.

228. Change Criteria from 'EV-0045' to 'EV-0107'.

229. Click the OK button.

230. Change Expense from 'true' to 'false'.

231. Change Hour from 'true' to 'false'.

232. Change From date from '11/30/2010' to '11/1/2010'.

233. Change To date from '12/28/2010' to '12/6/2010'.

234. Change From date from '11/1/2010' to '12/6/2010'.

235. Click the OK button.

Form name: Infolog

236. Click the Close button.

237. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice

238. Change Update item quantity from 'Deliver now' to 'All'.

239. Change Invoice date from '12/3/2010' to '12/6/2010'.

240. Click the OK button.

Form name: Infolog

241. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.
Form name: Create invoice

242. Change From date from '12/6/2010' to '12/1/2010'.

243. Change To date from '12/6/2010' to '12/31/2010'.

244. Change Invoice date from '12/6/2010' to ''.

245. Click the OK button.

Form name: Infolog

246. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice

247. Change Invoice date from '12/6/2010' to ''.

248. Change To date from '12/31/2010' to ''.

249. Change From date from '12/1/2010' to ''.

250. Click the OK button.

Form name: Infolog

251. Click the Close button.

252. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice

253. Click the OK button.

Form name: Infolog

254. Click the Close button.

255. Click Area Page node: Project -> Periodic -> Invoice -> Create invoice.

Form name: Create invoice

256. Change Sales order line from 'true' to 'false'.

257. Click the OK button.

Form name: Infolog

258. Click the Close button.

259. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.

Form name: Post invoice

260. Click the OK button.

261. Click Ok in the Microsoft Dynamics form.

Warning: Update has been selected, but no print.

Form name: Infolog

262. Click Area Page node: Project -> Project Details.

Form name: Projects

Form name: Find: Project

263. Change Project from '' to '*107*'.

264. Click the OK button.

265. Switch to the Dimension tab on the Projects form.

266. Change State from '' to 'Andamaan &'.

267. Switch to the Event tab on the Projects form.

268. Switch to the Overview tab on the Projects form.
269. Save the record in the Projects form.

270. Click Area Page node: Project -> Periodic -> Invoice -> Post invoice.

Form name: Post invoice

271. Click the OK button.

272. Click Ok in the Microsoft Dynamics form.

Warning: Update has been selected, but no print.

Form name: Infolog

273. Click the Close button.

Form name: Projects

Form name: Find: Project

274. Change Project from '' to '*107*'.

275. Click the OK button.

276. Click the Project Control (1) -> Project statements menu button.
Form name: Project statements

277. Change From date from '' to '12/6/2010'.

278. Change To date from '' to '12/6/2010'.

279. Change Actual vs. Budget from 'Actual' to 'Deviation'.

280. Change Forecast model from '' to 'Test'.

281. Click the Calculate button.

282. Switch to the Profit and loss tab on the Project statements form.
283. Switch to the WIP tab on the Project statements form.
284. Switch to the General tab on the Project statements form.
285. Switch to the WIP tab on the Project statements form.
286. Switch to the General tab on the Project statements form.
287. Switch to the Profit and loss tab on the Project statements form.
288. Switch to the General tab on the Project statements form.
289. Click the Transactions -> Fee menu button.

Form name: Fee transactions

290. Click the Transactions -> Fee menu button.

Form name: Fee transactions

291. Click the Transactions -> Item menu button.

Form name: Item transactions