{
  "test_id": "ORCL.O2C.OM.SO.TAX",
  "scenario_name": "Create Order With Tax",
  "application": "Oracle Fusion Cloud",
  "product": "SCM / Order Management",
  "module": "Order Management",
  "process": "Sales Orders",
  "business_flow": "Order-to-Cash",
  "scenario_type": "Positive / Functional",
  "priority": "High",
  "automation_status": "SyntraFlow Ready",
  "library": "Syntra Standard",
  "canonical_url": "https://www.syntraflow.cloud/oracle-erp-testing-tool/test-library/scm/order-management/sales-orders/create-order-with-tax/",
  "objective": {
    "intro": "The objective of this test is to validate that Oracle Fusion correctly calculates tax on a sales order line based on the customer, ship-to location and item tax classification as configured in the Oracle Fusion tax engine, and that the resulting line and order totals reflect that calculation accurately.",
    "confirms": [
      "tax is calculated using the customer, ship-to location and item tax classification as configured, not a hard-coded or assumed rate",
      "the calculated tax amount, when added to the line amount, produces the correct line total",
      "tax-exempt customers and tax-exempt item classifications are correctly excluded from tax calculation where configured",
      "the order-level tax total correctly aggregates tax calculated across all order lines",
      "Oracle correctly enforces validation when tax configuration is missing, ship-to jurisdiction cannot be determined, or unauthorized manual overrides are attempted"
    ],
    "scope_note": "This scenario covers tax calculation on a standard sales order line in Oracle Fusion SCM Order Management TEST/UAT environments, using whatever tax regimes, rules and rates are configured in the target environment. It does not assert coverage of any specific tax jurisdiction or regime beyond what is configured, and does not cover the separate Create Sales Order, Create Order With Discount or Submit Sales Order scenarios in the same Sales Orders cluster."
  },
  "preconditions": [
    "A tax regime and applicable tax rules are configured for the jurisdiction relevant to this test in the target Oracle Fusion environment.",
    "The customer used on the sales order has a tax classification configured.",
    "The item used on the order line has a tax classification configured.",
    "The ship-to address on the order determines the applicable tax jurisdiction and is active and correctly configured.",
    "The order entry test user has appropriate access to view calculated tax on a sales order."
  ],
  "test_data": [
    {
      "field": "Customer",
      "example": "${CUSTOMER}"
    },
    {
      "field": "Item",
      "example": "${ITEM}"
    },
    {
      "field": "Line Amount",
      "example": "${LINE_AMOUNT}"
    },
    {
      "field": "Ship-to Address",
      "example": "${SHIP_TO_ADDRESS}"
    },
    {
      "field": "Customer Tax Classification",
      "example": "${CUSTOMER_TAX_CLASSIFICATION}"
    },
    {
      "field": "Item Tax Classification",
      "example": "${ITEM_TAX_CLASSIFICATION}"
    },
    {
      "field": "Tax Rate",
      "example": "${TAX_RATE}"
    },
    {
      "field": "Tax Amount",
      "example": "${TAX_AMOUNT}"
    },
    {
      "field": "Line Total",
      "example": "${LINE_TOTAL}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In and Navigate to Order Management",
      "action": "Sign in to Oracle Fusion using an authorised order entry test user and navigate to the Order Management work area.",
      "test_data": "",
      "expected_result": "The Order Management work area opens successfully.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to Sales Orders",
      "action": "Open the Sales Orders page to create or open a sales order.",
      "test_data": "${CUSTOMER}",
      "expected_result": "The sales order page opens for the correct customer.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Create or Open a Sales Order",
      "action": "Create a new sales order, or open an existing order, for the test customer.",
      "test_data": "${CUSTOMER} / ${SHIP_TO_ADDRESS}",
      "expected_result": "A sales order is opened with the customer and ship-to address populated.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Select the Order Line",
      "action": "Add or select the order line containing the item and line amount to be tested.",
      "test_data": "${ITEM} / ${LINE_AMOUNT}",
      "expected_result": "The order line is accepted with the correct item and line amount.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Review Tax Classification and Ship-to Determination",
      "action": "Review the customer tax classification, item tax classification and ship-to address used by Oracle Fusion to determine the applicable tax jurisdiction.",
      "test_data": "${CUSTOMER_TAX_CLASSIFICATION} / ${ITEM_TAX_CLASSIFICATION}",
      "expected_result": "The tax classification and jurisdiction determination reflect the configured customer, item and ship-to data.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Review Calculated Tax Amount",
      "action": "Review the tax amount Oracle Fusion calculates on the order line.",
      "test_data": "${TAX_RATE} / ${TAX_AMOUNT}",
      "expected_result": "A tax amount is calculated and displayed on the order line.",
      "validation_type": "action"
    },
    {
      "step_number": 7,
      "step_name": "Verify Arithmetic Against Expected Formula",
      "action": "Confirm that the calculated tax amount and line total match the expected formula: Tax Amount = Line Amount × Tax Rate, and Line Total = Line Amount + Tax Amount.",
      "test_data": "${LINE_AMOUNT} / ${TAX_RATE} / ${TAX_AMOUNT} / ${LINE_TOTAL}",
      "expected_result": "The line total equals the line amount plus the calculated tax amount, verified arithmetically against the expected formula.",
      "validation_type": "business_assertion",
      "note": "This is the primary business assertion for the scenario — arithmetically correct tax calculation is the expected pass condition, not merely a displayed tax amount."
    },
    {
      "step_number": 8,
      "step_name": "Submit and Confirm Order Tax Total",
      "action": "Submit the sales order and confirm the order-level tax total correctly aggregates the tax calculated across all order lines.",
      "test_data": "",
      "expected_result": "The sales order is submitted successfully and the order-level tax total correctly reflects the sum of line-level tax.",
      "validation_type": "action"
    }
  ],
  "expected_results": [
    "Tax is calculated on the order line based on the customer, ship-to location and item tax classification as configured.",
    "The tax amount equals the line amount multiplied by the applicable tax rate.",
    "The line total equals the line amount plus the calculated tax amount.",
    "Tax-exempt customers and tax-exempt item classifications are correctly excluded from tax calculation where configured.",
    "The order-level tax total correctly aggregates tax across all order lines.",
    "The sales order is submitted successfully with the correct tax total."
  ],
  "validation_checkpoints": [
    "Line total equals line amount plus calculated tax amount, verified arithmetically.",
    "Tax is correctly determined by customer, ship-to and item tax classification, not a hard-coded rate.",
    "Exemptions are correctly applied where configured.",
    "Order-level tax total correctly aggregates line-level tax."
  ]
}