{
  "test_id": "ORCL.R2R.GL.JRN.INQUIRY",
  "scenario_name": "Journal Inquiry",
  "application": "Oracle Fusion Cloud",
  "product": "Financials",
  "module": "General Ledger",
  "process": "Journals",
  "business_flow": "Record-to-Report",
  "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/financials/general-ledger/journals/journal-inquiry/",
  "objective": {
    "intro": "The objective of this test is to validate search, retrieval and verification of journal information across relevant journal attributes and statuses in Oracle Fusion General Ledger.",
    "confirms": [
      "valid search criteria correctly return the matching journal(s)",
      "journal header details displayed match the underlying journal data",
      "journal lines displayed match the underlying journal data",
      "debit and credit totals displayed match the underlying journal and are in balance",
      "journal status — unposted, posted or reversed — is displayed correctly",
      "posting and reversal reference information is displayed correctly",
      "a search with no matching criteria returns a correctly empty result set",
      "a search outside the user's ledger/security access returns a correctly access-restricted result"
    ],
    "scope_note": "This scenario does not claim to validate journal creation, approval, posting or reversal processing itself — those are covered by the separate upstream and downstream test cases in the Journal Lifecycle family."
  },
  "preconditions": [
    "Oracle Fusion General Ledger is configured and available, with journal inquiry/view privileges granted to the test user.",
    "Journals of varying status — unposted, posted, reversed and imported — exist in the test environment to search for.",
    "Valid search criteria values (journal batch, name, period, source, category, account) are known for at least one journal of each status.",
    "Relevant accounting periods, including at least one open and one closed period, are available for period-based searches.",
    "The test user's data access/security profile is understood, to support both within-access and outside-access search scenarios."
  ],
  "test_data": [
    {
      "field": "Journal Batch",
      "example": "Manual GL Batch – Period Close Adjustments"
    },
    {
      "field": "Journal Name",
      "example": "ACCR-JUL-001"
    },
    {
      "field": "Accounting Period",
      "example": "${ACCOUNTING_PERIOD}"
    },
    {
      "field": "Journal Source",
      "example": "Manual / Spreadsheet / Payables / Receivables"
    },
    {
      "field": "Journal Category",
      "example": "Adjustment / Accrual / Standard"
    },
    {
      "field": "Account Combination",
      "example": "${ACCOUNT}"
    },
    {
      "field": "Expected Journal Status",
      "example": "Unposted / Posted / Reversed"
    },
    {
      "field": "Expected Debit/Credit Totals",
      "example": "10,000.00 / 10,000.00"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign in to Oracle Fusion",
      "action": "Sign in to the Oracle Fusion environment using an authorised General Ledger test user with journal inquiry/view privileges.",
      "test_data": "",
      "expected_result": "Oracle Fusion home page is displayed successfully and the user session is established.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Navigate to General Ledger > Journals",
      "action": "Navigate to the General Ledger Journals work area.",
      "test_data": "",
      "expected_result": "The Journals work area opens successfully.",
      "validation_type": "action"
    },
    {
      "step_number": 3,
      "step_name": "Open Journal Search/Inquiry",
      "action": "Open the journal search or inquiry page.",
      "test_data": "",
      "expected_result": "The journal search page is displayed with the available search fields.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Enter Search Criteria",
      "action": "Enter one or more search criteria — journal batch, name, accounting period, source, category or account.",
      "test_data": "${ACCOUNTING_PERIOD} / ${ACCOUNT}",
      "expected_result": "The entered search criteria are accepted without unexpected errors.",
      "validation_type": "action",
      "note": "This single business step covers entering any combination of the available search fields; the specific combination used varies by test variation."
    },
    {
      "step_number": 5,
      "step_name": "Execute the Search",
      "action": "Execute the search using the entered criteria.",
      "test_data": "",
      "expected_result": "The search is processed and a result list — including a correctly empty result where no journal matches — is returned.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Review the Returned Journal(s)",
      "action": "Review the list of journals returned by the search.",
      "test_data": "",
      "expected_result": "The returned journal(s), or the correctly empty or access-restricted result, match the entered search criteria and the user's data access.",
      "validation_type": "action"
    },
    {
      "step_number": 7,
      "step_name": "Select a Journal to Review",
      "action": "Select a specific journal from the search results.",
      "test_data": "",
      "expected_result": "The selected journal's detail is displayed.",
      "validation_type": "action"
    },
    {
      "step_number": 8,
      "step_name": "Review Journal Header Details",
      "action": "Review the journal header — batch, name, period, source, category, currency and description.",
      "test_data": "",
      "expected_result": "Journal header details displayed match the underlying journal data.",
      "validation_type": "action"
    },
    {
      "step_number": 9,
      "step_name": "Review Journal Lines",
      "action": "Review the individual journal lines, including account, debit, credit and line description.",
      "test_data": "",
      "expected_result": "Journal lines displayed match the underlying journal data.",
      "validation_type": "action"
    },
    {
      "step_number": 10,
      "step_name": "Review Debit/Credit Totals",
      "action": "Review the journal's header-level debit and credit totals.",
      "test_data": "",
      "expected_result": "Debit and credit totals displayed match the underlying journal, agree with the sum of the lines, and are in balance.",
      "validation_type": "action"
    },
    {
      "step_number": 11,
      "step_name": "Review Journal Status and Posting/Reversal Information",
      "action": "Review the journal's status — unposted, posted or reversed — and any posting or reversal reference information.",
      "test_data": "",
      "expected_result": "Journal status and posting/reversal reference information displayed match the underlying journal's actual state.",
      "validation_type": "action"
    },
    {
      "step_number": 12,
      "step_name": "Drill Into Journal Details Where Available",
      "action": "Where a drill-down path is available, drill from the journal line into the underlying source or subledger detail.",
      "test_data": "",
      "expected_result": "Drill-down detail is consistent with the summary journal information, confirming that the information displayed accurately represents the underlying journal.",
      "validation_type": "business_assertion",
      "note": "This is the main business assertion for the scenario — the test does not stop merely because a search returned results; the retrieved and displayed information must match the underlying journal."
    }
  ],
  "expected_results": [
    "Search criteria correctly return the matching journal(s), including a correctly empty result set where no journal matches.",
    "Journal header details displayed match the underlying journal data.",
    "Journal lines displayed match the underlying journal data.",
    "Debit and credit totals displayed match the underlying journal and are in balance.",
    "Journal status — unposted, posted or reversed — displayed matches the underlying journal.",
    "Posting and reversal reference information displayed matches the underlying journal.",
    "A search outside the user's ledger/security access returns a correctly access-restricted result.",
    "Drill-down journal detail, where available, is consistent with the summary information.",
    "No unexpected search or retrieval errors occur."
  ],
  "validation_checkpoints": [
    "Search criteria are accepted without unexpected errors.",
    "Returned journal(s) match the entered search criteria.",
    "A search with no matching criteria returns a correctly empty result set.",
    "A search outside the user's security access returns a correctly access-restricted result.",
    "Journal header details displayed match the underlying journal.",
    "Journal lines displayed match the underlying journal.",
    "Debit and credit totals displayed match the underlying journal and are in balance.",
    "Journal status displayed matches the underlying journal.",
    "Posting and reversal reference information displayed matches the underlying journal.",
    "Drill-down detail is consistent with the summary journal information.",
    "Imported journal source/category information is displayed correctly.",
    "Accounting date/period displayed matches the underlying journal."
  ]
}