{
  "test_id": "ORCL.O2C.AR.RCP.APPLY.PARTIAL",
  "scenario_name": "Partial Receipt Application",
  "application": "Oracle Fusion Cloud",
  "product": "Financials",
  "module": "Accounts Receivable",
  "process": "Receipts",
  "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/financials/accounts-receivable/receipts/partial-receipt-application/",
  "objective": {
    "intro": "The objective of this test is to verify that a customer receipt can be partially applied to an eligible Receivables transaction in Oracle Fusion, and that the resulting remaining transaction balance and remaining unapplied receipt balance are calculated as Original Transaction Balance minus Applied Receipt Amount, and Original Receipt Amount minus Applied Amount, and are recorded accurately once the application is processed.",
    "confirms": [
      "the receipt selected for partial application has sufficient unapplied balance to cover the intended partial amount",
      "the transaction selected for partial application has an outstanding balance greater than the intended partial amount and is not closed",
      "the entered partial application amount is accepted and applied against the transaction without unexpected errors",
      "the resulting Remaining Transaction Balance equals Original Transaction Balance minus Applied Receipt Amount",
      "the resulting Remaining Unapplied Receipt equals Original Receipt Amount minus Applied Amount",
      "the receipt and transaction remain eligible for further application where an unapplied or outstanding balance still remains"
    ],
    "scope_note": "This scenario covers partial application of a single customer receipt to a single eligible transaction within Oracle Fusion Receivables TEST/UAT environments. It does not cover applying a receipt in full, which is covered by the separate Apply Receipt scenario, and it does not cover removing an existing application, which is covered by Unapply Receipt. The two governing arithmetic relationships for this scenario are: Original Transaction Balance − Applied Receipt Amount = Remaining Transaction Balance, and Original Receipt Amount − Applied Amount = Remaining Unapplied Receipt. Specific amounts such as 25%, 50% or other customer-defined amounts are represented as data-driven variations of this same test rather than as separate published test pages."
  },
  "preconditions": [
    "A customer receipt exists and has sufficient unapplied balance to cover the intended partial application amount.",
    "An eligible Receivables transaction exists, is not closed, and has an outstanding balance greater than the intended partial application amount.",
    "The receipt and transaction belong to the same customer, or a customer relationship permitted by Oracle Fusion configuration.",
    "The accounting period intended for the application is open.",
    "The test user has permission to apply receipts to transactions in Oracle Fusion Receivables."
  ],
  "test_data": [
    {
      "field": "Customer",
      "example": "${CUSTOMER}"
    },
    {
      "field": "Receipt Number",
      "example": "${RECEIPT_NUMBER}"
    },
    {
      "field": "Receipt Amount",
      "example": "${RECEIPT_AMOUNT}"
    },
    {
      "field": "Transaction Number",
      "example": "${TRANSACTION_NUMBER}"
    },
    {
      "field": "Transaction Balance",
      "example": "${TRANSACTION_BALANCE}"
    },
    {
      "field": "Partial Application Amount",
      "example": "${PARTIAL_APPLICATION_AMOUNT}"
    },
    {
      "field": "Remaining Transaction Balance (Expected)",
      "example": "${REMAINING_TRANSACTION_BALANCE}"
    },
    {
      "field": "Currency",
      "example": "${CURRENCY}"
    }
  ],
  "business_steps": [
    {
      "step_number": 1,
      "step_name": "Sign In and Navigate to Receivables",
      "action": "Sign in to Oracle Fusion using an authorised Accounts Receivable test user and navigate to the Receivables work area.",
      "test_data": "",
      "expected_result": "The Receivables work area opens successfully.",
      "validation_type": "action"
    },
    {
      "step_number": 2,
      "step_name": "Locate the Receipt with Unapplied Balance",
      "action": "Search for and open the customer receipt that has an unapplied balance available for application.",
      "test_data": "${CUSTOMER} / ${RECEIPT_NUMBER}",
      "expected_result": "The correct receipt is located and its current unapplied balance is displayed.",
      "validation_type": "action",
      "note": "This single business step replaces multiple technical actions such as opening receipt search, entering the customer and receipt number, and selecting the result."
    },
    {
      "step_number": 3,
      "step_name": "Locate the Eligible Transaction",
      "action": "Search for and select the Receivables transaction eligible for partial application, confirming it is not closed.",
      "test_data": "${TRANSACTION_NUMBER}",
      "expected_result": "The correct transaction is located and its current outstanding balance is displayed.",
      "validation_type": "action"
    },
    {
      "step_number": 4,
      "step_name": "Initiate the Application",
      "action": "Select the option to apply the receipt against the located transaction.",
      "test_data": "",
      "expected_result": "The application entry screen opens for the selected receipt and transaction.",
      "validation_type": "action"
    },
    {
      "step_number": 5,
      "step_name": "Enter Partial Application Amount",
      "action": "Enter an application amount that is less than the transaction's full outstanding balance.",
      "test_data": "${PARTIAL_APPLICATION_AMOUNT}",
      "expected_result": "The partial amount is accepted without unexpected validation errors.",
      "validation_type": "action"
    },
    {
      "step_number": 6,
      "step_name": "Review Resulting Remaining Balances Before Submitting",
      "action": "Review the remaining transaction balance and remaining unapplied receipt balance calculated by Oracle Fusion before submitting the application.",
      "test_data": "",
      "expected_result": "The previewed remaining transaction balance equals Transaction Balance minus Partial Application Amount, and the previewed remaining receipt balance equals Receipt Amount minus Partial Application Amount.",
      "validation_type": "action",
      "note": "Reviewing both calculated balances before submission lets the tester catch an incorrect amount entry before the application is saved."
    },
    {
      "step_number": 7,
      "step_name": "Apply and Confirm",
      "action": "Submit and confirm the partial application for processing in the test environment.",
      "test_data": "",
      "expected_result": "Oracle Fusion successfully processes the partial application without unexpected errors.",
      "validation_type": "action"
    },
    {
      "step_number": 8,
      "step_name": "Verify Remaining Transaction Balance Matches Expected Calculation",
      "action": "Reopen or refresh the transaction and confirm the resulting remaining balance.",
      "test_data": "",
      "expected_result": "Original Transaction Balance − Applied Receipt Amount = Remaining Transaction Balance.",
      "validation_type": "business_assertion",
      "note": "This is a primary business assertion for the scenario — a correctly calculated remaining transaction balance is the expected pass condition, not merely a successful save."
    },
    {
      "step_number": 9,
      "step_name": "Verify Remaining Receipt Balance Matches Expected Calculation",
      "action": "Reopen or refresh the receipt and confirm the resulting remaining unapplied balance.",
      "test_data": "",
      "expected_result": "Original Receipt Amount − Applied Amount = Remaining Unapplied Receipt.",
      "validation_type": "business_assertion",
      "note": "This is the second primary business assertion for the scenario, verified alongside the remaining transaction balance."
    },
    {
      "step_number": 10,
      "step_name": "Confirm Application Status Reflects Partial Application",
      "action": "Review the application status recorded against the receipt and transaction after the partial application.",
      "test_data": "",
      "expected_result": "The application status correctly reflects a partial application, and further application remains possible where a balance still remains on either side.",
      "validation_type": "business_assertion"
    }
  ],
  "expected_results": [
    "The partial application amount is accepted and processed against the transaction.",
    "Original Transaction Balance − Applied Receipt Amount = Remaining Transaction Balance.",
    "Original Receipt Amount − Applied Amount = Remaining Unapplied Receipt.",
    "Application status correctly reflects a partial application.",
    "The resulting application is correctly linked to the source receipt and transaction.",
    "The transaction remains eligible for further application where an outstanding balance remains.",
    "The receipt remains eligible for further application where an unapplied balance remains."
  ],
  "validation_checkpoints": [
    "Original Transaction Balance − Applied Receipt Amount = Remaining Transaction Balance.",
    "Original Receipt Amount − Applied Amount = Remaining Unapplied Receipt.",
    "Partial application succeeds without unexpected errors.",
    "Remaining transaction balance is correct.",
    "Remaining receipt balance is correct.",
    "Application status is correct and further application remains possible where appropriate."
  ]
}