Sonora Quest — UAT Portal

What you're checking: the Provider Portal is clearly Sonora Quest's, and the five links across the top reliably get you to every area you'll use for the rest of this guide.

1. Open the Provider Portal address you were sent and sign in with the username and password you were given. The sign-in box itself is a plain Salesforce login screen — no Sonora Quest logo there yet. That's expected; the branding starts the moment you're inside.
2. Confirm the page you land on is branded: the Sonora Quest Laboratories logo top-left, and a row of five links right underneath it — Home, My Orders, TIQs, Support, New Order.
   Provider Portal — home

   Branded home: the Client Supplies page with its breadcrumb back to the Provider Dashboard and three flat tiles — Order Supplies, My Order History, Knowledge Center
3. Check the three grey tiles under the Client Supplies heading — Order Supplies, My Order History and Knowledge Center — plus the Provider Dashboard / Client Supplies breadcrumb above the heading and the Exit and Contact Us links in the top-right corner.
4. Click each of the five nav links once, just to prove none of them is a dead end, then click Home to come back to the welcome screen.

What you're checking: the practice you're ordering for and the person the order can be shipped to are both scoped to your account — there is no picker that lets you wander into another organization's data.

1. Click New Order in the top nav. The wizard opens straight onto Select Items with your products already loaded — nothing to choose first.
2. Look at the Filters panel down the left: CLIENT / FACILITY is already filled in with your practice's name. Open that dropdown.
   New Order — Select Items, Filters panel

   CLIENT / FACILITY is pre-filled with your practice; the catalog has already loaded underneath it
3. Confirm your own practice is the only option in that dropdown — no list of Sonora Quest's other customers. Close it again.
4. Click Add to Cart on any product, then Continue to Review.
5. On Review Your Order, find the Shipping Contact card on the right and open Select Contact.
   Review Your Order — Ship To Contact, opened

   The list holds only contacts tied to your own practice — for a portal sign-in that is normally just your own name
   Seeing exactly one name — your own — is the correct result, not a broken dropdown. Portal sign-ins are deliberately pinned to the contact behind the login so an order can't be shipped to someone else's name by accident.
6. Leave the wizard (click Home) — you don't need to finish this order.

What you're checking: My Orders opens as a purpose-built list — filter tabs with live counts, a search box, and a one-line summary of what each order actually contains — instead of a generic table you have to decode.

1. Click My Orders in the top nav.
   Portal — My Orders

   Filter tabs with live counts, one row per order with its status and contents, pagination underneath, and a right rail with Create Order and At a glance
2. Read the filter tabs across the top — All, Drafts, In Review, Completed, Recurring — each with its own count. Click two or three of them and watch the list below change.
3. Look at any single row: the order number, a coloured status tag, and a plain-English summary line such as "2 items · 2 units — " followed by the product names, with the date on the right.
4. Type part of an order number into Search by order number... at the top, and confirm the list narrows to matching orders. Clear it again.
5. Check the right-hand rail: a teal Create Order button, an At a glance box counting your awaiting-review / draft / completed / inquiry totals, and a short "Question about an order?" explainer.
6. Scroll to the bottom and confirm the pagination line ("Showing 1–10 of ...") and the page numbers. Click page 2 and then back to 1.

What you're checking: one click from the list gets you a full order page where the status, the items, the shipping details and the history are all grouped into labelled cards rather than one long list of fields.

1. Click anywhere on an order's row in My Orders (the whole row is the button — the chevron on the right is just a signpost).
2. Check the top of the page: the order number, its status tag, your practice name, and an Order Progress bar running Draft → In Progress → Approved → In Fulfillment → Shipped, with Denied and Canceled at the end. The stage the order has reached is highlighted, and Last Updated sits beside it.
   Portal — order page

   Order Progress and Last Updated up top; Items on this Order, Details, Shipping and Order History in labelled cards below
3. Confirm the two action buttons under the progress bar: View Order (or Resume Order if this one is still a draft) and Submit an Order Inquiry.
4. Read the Items on this Order card — it lists each product with its supply number, its ordering unit and the quantity, and a total line such as "2 items · 2 units".
5. Scroll down through Details (client, order date, created, status), Shipping (location, address, ship-to contact) and Order History (a timestamped log of every status change).

What you're checking: Save Draft confirms with a real order number, the draft is easy to find again, and resuming it brings back exactly what you left — under the same number, never a duplicate.

1. Click New Order, add one product with Add to Cart, then click Continue to Review.
2. Click Save Draft at the top-right of the Review screen and write down the order number in the green confirmation.
   Review Your Order — Draft Saved

   Green toast: "Draft Saved — Order 00004307 saved as draft." — and the button has changed from Save Draft to Save Changes
   Once the draft exists the button relabels itself to Save Changes. That's the signal that further saves update the same order instead of creating another one.
3. Go to My Orders and click the Drafts tab. Your new order is at the top with a yellow Draft tag and the item you added.
4. Open it. The order page shows Resume Order instead of View Order, and its Items card is labelled "draft contents, may change until the order is placed".
5. Click Resume Order and confirm the wizard comes back with your product and quantity exactly as you left them, on the Review Order step.
   Order page — Resume Order

   Resume opens the wizard as a window on top of the order page, already on Review Order with your item loaded
   Resume opens the wizard in a window over the order page rather than moving you to a new page, so the address bar doesn't change and you can still see the order behind it. Close the window with the × in its top-right corner.
6. Change the quantity to something else, click Save Changes, then reopen the draft from My Orders and confirm the new quantity stuck — and that there is still only one draft with that number.

What you're checking: the step trail across the top always tells you where you are, and jumping backwards never throws away what you already picked.

1. Open New Order and read the trail across the top: 1 Select Items → 2 Review Order → 3 Shipping Address → 4 Confirm → 5 Submitted. Step 1 is filled in teal; the rest are grey.
   Order wizard — Select Items

   The five-step trail sits above everything; Continue to Review is pale and unclickable while the cart is empty
2. Add one product with Add to Cart, then click Continue to Review.
3. Look at the trail again — Select Items now shows a teal tick, and Review Order is the numbered, highlighted step. Back and Continue sit at the top-right of the page.
4. Click the words Select Items in the trail itself (not the Back button). Click the step's label or its circle, not the empty space beside it. Steps you've already completed turn into a pointer when you hover; steps you haven't reached yet don't respond at all — that's deliberate.
5. Confirm you land back on Select Items with everything intact: the product still carries an In Cart badge, Your Cart still lists it, and the counter still reads 1 Items in Cart.
   Select Items — after jumping back from Review

   The cart survived the jump: Your Cart (1) in the sidebar and the In Cart badge on the product row
6. Click Continue to Review again — your item is still there, unchanged.

What you're checking: you can't get past Select Items with nothing in your cart, and the button tells you so without an error message.

1. Open New Order fresh. If anything is already in the cart, click Remove on each row until the cart is empty.
2. Look at Continue to Review in the top-right with nothing in the cart — it's a washed-out pale teal instead of the solid teal it turns once something is added.
3. Click it anyway. Nothing happens — and no error pops up, because a disabled button has nothing to complain about. The greyed-out button is the message.
4. Add any one product and watch the same button turn solid teal, with a Items in Cart counter appearing beside it.

What you're checking: adding a product changes the row into a working cart line, and every product now states its ordering unit — Each, Box, Case — so "1" never has to be guessed at again. This is the change made after your note that you couldn't tell what a unit was.

1. Open New Order and look along the top line of any product row: the supply number, then a small teal chip with an icon — Each, Box or Case. That chip is the unit one of that item ships in.
2. Hover your mouse over the chip and wait a second. A tooltip spells it out in words, e.g. "Case — ordered by the case". If a chip reads N/A, that item's unit hasn't been supplied by the item master yet — it's a data gap on that one product, not a broken chip. Note the product name in your comments and carry on.
3. Click Add to Cart on two different products with different unit chips if you can find them.
   Select Items — two products added

   Green Product Added toast, an In Cart badge on the row, and the row now shows a UNIT column (Case), a QTY box and a red Remove button
4. Confirm for each added row: a green Product Added toast appears top-right, the row gains an In Cart badge, and the Add to Cart button is replaced by a UNIT chip, a QTY box and a red Remove button.
5. Check the Your Cart panel at the bottom of the left-hand column — it lists each product with its quantity — and the Items in Cart counter at the top.
6. Click Remove on one of them and confirm it disappears instantly, the counter drops, and the row goes back to showing Add to Cart.

What you're checking: the QTY box rejects nonsense with a message that names the product, and the wizard refuses to carry a bad quantity forward.

1. Add PIPET TRANSFER W/GRADUATIONS (supply 900010) to your cart, then click into its QTY box (it sits next to the UNIT chip). Using this one supply all the way through keeps the numbers in the last step predictable.
2. Select everything in the box, type 0, then click somewhere else on the page to confirm the value.
   Select Items — quantity 0

   Red toast top-right: "Invalid Quantity — Quantity must be at least 1 for [product]. Please enter a valid quantity." — and Continue to Review has gone pale again
3. Read the red toast: it names the exact product and tells you the minimum. Now look at Continue to Review — it has greyed out. Click it; you stay where you are.
4. Try -5 the same way — the same "must be at least 1" toast appears.
5. Try typing letters into the box. Nothing appears as you type: it's a numbers-only field, so letters are blocked at the keyboard rather than rejected afterwards.
6. Set the quantity to a sensible number such as 5. The toast stops coming back and Continue to Review turns solid teal again.
7. Now set the quantity deliberately over the allowance — type 60 — and click Continue to Review. Over-allowance quantities are allowed here on purpose — they're checked against your practice's supply allowance on the next screen, where you'll see a SUPPLY LIMIT panel and, if you're over, a request for a justification. In the portal that panel shows ALLOWED 50 with a Limit Estimated badge: 50 is the standing estimate the portal uses for every supply, less anything this client has already ordered in the last 90 days — so it can read lower than 50, and 60 goes over it either way. That whole conversation has its own set of modules; for this scenario just confirm the wizard lets you through and the Review screen shows a supply-limit panel on the line.

What you're checking: the Filters panel narrows the product list live, and whatever is in your cart survives every search you type.

1. On Select Items, note the bold count above the list ("n products found") — it always matches the number of rows showing.
2. Type a few letters of a product you can see into Search Products — the list narrows as you type, with no button to press.
   Select Items — search in progress

   The count above the list updates on every keystroke and the rows below match what you typed
3. Open the Category dropdown below the search box and pick one of the categories offered. The list narrows again; the count follows.
   Select Items — Category dropdown open

   Category sits directly under Search Products and opens as a plain list, starting with All Categories
4. Set Category back to All Categories and clear the search box — the full list comes back.
5. Confirm that anything you had in Your Cart before searching is still there, and still marked In Cart once its row reappears.

What you're checking: the Review screen shows every line with its unit and quantity, a running Order Summary, and the shipping contact picker — with nothing hidden until later.

1. Open New Order, add two different products, then click Continue to Review.
   Order wizard — Review Your Order

   Order Items with a count chip, each line showing UNIT / QTY / Remove and a SUPPLY LIMIT panel; Shipping Contact and Order Summary down the right
2. Check each line shows: the supply number, the product name, a short description, the UNIT chip carried over from the catalog, an editable QTY box and a Remove control.
3. Check the Order Items heading carries a count chip ("2 items") that matches the number of lines.
4. Check the Order Summary card on the right shows Total Items and Total Quantity. Change one line's quantity and watch both update immediately.
5. Note the SUPPLY LIMIT block under each line — a status chip, an ALLOWED figure and a How is this calculated? link. The supply-limit panel is the compliance check, and it has its own set of modules later in this guide. For this scenario just confirm the panel is there on every line — you're not judging the numbers yet. In the portal the ALLOWED figure reads 50 on every line, badged Limit Estimated: 50 is a standing estimate, less anything this client has already ordered in the last 90 days, rather than your real laboratory history — so seeing the same number against two different products is correct.
6. Note the Save Draft button in the top-right corner of the card — it's available from here on, on every remaining step.

What you're checking: the fix for the thing you hit last round — a wrong item on the Review screen can now be removed right there, with a confirm step so it can't happen by accident.

1. Start from Review Order with two or more lines (add a third product if you only have two — you'll want at least one left afterwards).
2. Click the red Remove on the line you want gone. It does not disappear yet — the control arms itself and changes to a solid red Confirm?.
   Review Your Order — Remove armed

   One click arms the control: the second line's button has become a solid red Confirm? while the other line still reads Remove
3. Wait a few seconds without clicking. The control disarms itself and goes back to Remove — nothing is lost by hesitating.
4. Click Remove again, then Confirm? straight after. The line disappears immediately.
5. Check the Order Items count chip and the Order Summary totals both drop to match what's left.
6. Click the Select Items step in the trail and confirm the product you removed is back to showing Add to Cart — the removal reached the cart, not just the display.

What you're checking: the order can't leave the Review screen until it knows who it's going to, and the guard is a greyed-out button rather than an error after the fact.

1. Look at Continue at the top-right of Review Your Order before you touch anything — it's pale and unclickable, because SHIP TO CONTACT is marked required with a red asterisk and is still empty.
2. Click Continue anyway to confirm it does nothing.
3. Open Select Contact in the Shipping Contact card and pick the name offered.
   Review Your Order — contact chosen

   With a Ship To Contact chosen and every quantity valid, Continue turns solid teal
4. Confirm the picker now shows that name, and Continue has turned solid teal.
5. Set one line's quantity to 0 and check that Continue greys out again, then set it back to a valid number.

What you're checking: the final screen is a complete, accurate recap — where it's going, what's in it, who's ordering and what it totals — with nothing you'd have to take on trust.

1. Click Continue from Review to reach Shipping Address, leave the pre-selected default location as it is, and click Continue again.
2. Read the Shipping Address card on the left of Confirm Order & Submit: the location name, the full street address, a DELIVERY INSTRUCTIONS box if that address has any, and an embedded map with a pin on it.
   Order wizard — Confirm Order & Submit

   Address, delivery instructions and map on the left; Ordering As and Order Summary on the right; Place Order top-right
3. Check the Ordering As card on the right — Name, Email, Phone and Facility — and confirm it matches the contact you chose on Review.
4. Check the Order Summary card: Products (how many lines) and Total Quantity (how many units), plus the note "By placing this order, you confirm all details are correct".
5. Scroll down to Order Items and confirm every line repeats its supply number, name, quantity and unit, with the same supply-limit information you saw on Review.
6. Click Back once to prove you can still change your mind, then Continue forward again — nothing is lost.

What you're checking: submitting gives you an order number you can quote, a status tracker showing where the order sits, and a full recap of what you just sent.

1. Click Place Order on Confirm Order & Submit and give it a few seconds — the order is being checked against your supply allowance while you wait.
2. Confirm you land on Submitted with a large tick, the words "Order Submitted Successfully!" and an ORDER NUMBER badge. Write that number down in the comments box.
   Order wizard — Order Submitted Successfully!

   Order number badge with a copy icon, the status tracker underneath, and the four follow-on buttons
3. Read the status tracker: Draft → In Progress → Approved → In Fulfillment → Shipped, with the stage your order reached highlighted. An order whose every line sits under the estimated allowance of 50 — a handful of units each — normally lands on Approved straight away. If yours stops at In Progress it means a line went over that allowance and an account manager has to look at it first — that's correct behaviour, not a failure, and it has its own modules later.
4. Confirm the four buttons are there: Place New Order, Reorder, View Order Details and Submit an Order Inquiry.
5. Scroll down and check the recap: Order Items (each with QTY and UOM), Order Summary (Order Number, Order Date, Client, Status) and Shipping Details (address plus delivery instructions) — all matching what you submitted.

What you're checking: "Place New Order" really does start from scratch, so the next order can't accidentally inherit the last one's contents.

1. From the Submitted screen, click Place New Order.
2. Confirm you're back on Select Items with step 1 highlighted, nothing marked In Cart, and no cart panel at the bottom of the Filters column.
3. Confirm Continue to Review is greyed out again with the empty cart.
4. Go to My Orders and confirm the order you just placed appears at the top of the All list with its number and status — and that no extra, empty order was created alongside it.

What you're checking: opening the wizard puts your practice's own product list on screen straight away, with no "Price Book" or "Product Catalog" field anywhere for you to fill in or get wrong.

1. Click New Order in the top nav. The wizard opens directly on Select Items.
2. Confirm the product list is already populated and the bold "n products found" counter is above it — you didn't choose anything to make that happen.
   Order wizard — Select Items

   CLIENT / FACILITY is pre-filled, the catalog is already loaded, and the only filters offered are Search Products and Category — no catalog picker
3. Read the whole Filters panel top to bottom. The only fields are CLIENT / FACILITY (pre-filled with your practice), SEARCH PRODUCTS and CATEGORY. There is no Price Book field and no Product Catalog field.
4. Add any item with Add to Cart and click Continue to Review — your item carries through untouched, still with the same supply number and unit.
5. Click the Select Items step in the trail to come back.

What you're checking: the search box filters live on every keystroke, matches both names and supply codes, and gives you an honest zero when there's nothing to show.

1. Note the "n products found" counter above the list before you start.
2. Type a single letter into Search Products (the placeholder reads "Search by name or code..."). The counter reacts immediately — you don't have to type three letters first.
   Select Items — search filtered

   The counter above the list and the rows below always agree; matching is on the product name and its supply code
3. Keep typing to spell out part of a product name you can see in the list, and confirm the rows narrow to matches only.
4. Clear the box and type part of a supply code from any row instead — the same product comes back, so the search covers codes as well as names.
5. Clear it again and type nonsense, e.g. xzq999.
   Select Items — no matches

   The counter drops to 0 products found and the panel below goes blank
   With zero matches the area under the counter simply goes empty — there's no "No products found" illustration yet. The 0 products found counter is the message. That's expected, not a broken page.
6. Clear the search box — the full catalog comes back and the counter returns to where it started.

What you're checking: the answer to "a quantity of 1 gets me what, exactly?" — every row now carries a unit chip, and hovering it spells the unit out in words.

1. Look along the top line of any product row: SUPPLY # and its code, then a small teal chip with its own icon — Each, Box, Case or another unit from the Sonora Quest unit list.
2. Compare a few rows and confirm the chips differ product by product — they come from the item master, not from a single default.
3. Hover over a chip and hold still for a second. A tooltip appears reading, for example, "Case — ordered by the case" or "Box — ordered by the box". It's a hover tooltip, so give it a moment and don't move the mouse. If a chip reads N/A, that product's unit hasn't been supplied by the item master yet — note the product name in your comments; it's a data gap on that item, not a fault in the chip.
4. Add that product to your cart and confirm the same unit now appears in the row's UNIT column.
5. Click Continue to Review and confirm the unit is still shown against the line there. It stays with the item all the way through Confirm, the Submitted screen and the finished order page.

What you're checking: each row carries a photo, a supply code and a description, and the photo opens full size with the product's details beside it.

1. Check the anatomy of any row: a square photo on the left, then SUPPLY # with its code, the product name in bold, and a description line underneath. Some descriptions are richer than others and a few are still placeholder text — that's product data being loaded in, not a layout problem. You're checking that the name / code / description / photo layout is there on every row.
2. Hover over a product's photo — a VIEW DETAILS overlay appears across it.
3. Click the photo. A details window opens with the product name in the title bar.
   Select Items — product details window

   Full-size photo, then SUPPLY # and CATEGORY side by side, with the full DESCRIPTION underneath
4. Confirm the window shows the photo full size, the SUPPLY #, the CATEGORY and the complete DESCRIPTION — not the truncated version from the row.
5. Close the window with the × in its top-right corner and confirm you're back on the list exactly where you were, with your cart untouched.

What you're checking: the two sort buttons reorder the list instantly and toggle direction, and a long catalog scrolls inside its own panel instead of pushing the filters off the screen.

1. Find Sort by: above the list, top-right. Two buttons: Name and Supply #. The active one is filled teal and carries a small direction arrow — by default that's Name ↑, alphabetical.
2. Click Supply #. The list reorders by supply code, the teal fill moves to that button, and the arrow becomes Supply # ↑.
   Select Items — sorted by Supply #

   The active sort button is the filled teal one; the arrow beside its label shows the direction
3. Click Supply # a second time. The arrow flips to Supply # ↓ and the order reverses — the item that was first is now last.
4. Click Name to go back to alphabetical order.
5. Scroll with your mouse over the product list itself. The list moves inside its own panel while the Filters column, the "products found" counter and the Sort buttons all stay exactly where they are.
6. Type something into Search Products while a sort is active and confirm the results stay in the order you chose.

What you're checking: step 3 shows every address your practice has on file as a card, with one clearly marked as the default and pre-selected, and lets you send this particular order somewhere else.

1. Start a new order: New Order, add a product, Continue to Review, pick your name under Select Contact, then Continue.
2. Confirm you're on Shipping Address — "Choose where you'd like your order delivered" — with your saved locations laid out as cards.
   Order wizard — Shipping Address

   One card per saved address; the default carries an amber DEFAULT tag and starts selected, and any standing delivery note shows in a grey strip under the address
3. Check the pre-selected card: its radio button is filled, its border is teal, and it carries an amber DEFAULT tag. At the very bottom of the step, DELIVERING TO: names that same location.
4. Check the three small icon buttons on the right of every card. Hover each to read its label: Set as default location (or "This is your default location" on the current default), Add delivery instructions / Edit delivery instructions, and View Map and Altitude.
5. Click a different card to select it for this order, and confirm the teal outline and the DELIVERING TO: line both move to it — while the amber DEFAULT tag stays where it was.
6. Click back onto the DEFAULT card so the rest of this module runs against it.

What you're checking: you can move the DEFAULT tag to whichever address you use most, and doing so changes what's pre-selected next time — not where the order in front of you is going.

1. Note which card currently carries the amber DEFAULT tag, and which card is currently selected for this order.
2. Click the bookmark icon on a card that is not the default — the one whose tooltip reads Set as default location.
3. Confirm the amber DEFAULT tag moves to the card you clicked, and the card that used to be the default now offers Set as default location itself.
4. Confirm your order hasn't moved: the teal outline and the DELIVERING TO: line at the bottom still name the card you selected in Scenario 1. Changing the default only changes what's pre-picked on future orders.
5. Cleanup — please do this: click the bookmark on the address that was the default when you started, to put it back. This is a shared test account and other testers rely on it.

What you're checking: each saved address can be confirmed visually — the system has already looked it up and knows exactly where it is.

1. Click the map-pin icon on any location card — the one whose tooltip reads View Map and Altitude.
2. Confirm a Location Details window opens, titled with the location's name.
   Shipping Address — Location Details

   A pinned map of the address, with ALTITUDE in feet and the exact COORDINATES underneath
3. Check the map has a red pin on the address, and that you can switch between Map and Satellite.
4. Check the two boxes below the map: ALTITUDE (in feet) and COORDINATES (latitude and longitude). Both should be filled in, not blank.
5. Click Close and confirm you're back on the Shipping Address step with your selection unchanged.

What you're checking: the two kinds of instruction are kept separate — one saved on the address for every future delivery, one attached to this order only — and both are written in the same window.

1. Click the note icon on the location you're shipping to — its tooltip reads Add delivery instructions, or Edit delivery instructions if that address already has some. A note icon tinted teal means that address already has standing instructions, and you'll see them previewed in a grey strip on the card. That's fine — this is a shared test account. You're checking that you can add or change a note, not that it starts empty.
2. Read the Delivery Instructions window: it names the address underneath the title and holds two separate boxes.
   Shipping Address — Delivery Instructions window

   Two boxes, each with its own badge: Delivery instructions — SAVED TO THIS LOCATION, and Comments for this order — THIS ORDER ONLY, with a character counter under each
3. Type a standing note into the top box, Delivery instructions (badged SAVED TO THIS LOCATION) — for example "Ring the bell at the loading dock; leave with the front desk if closed." Watch the counter under the box tick up towards its limit.
4. Type something different into the lower box, Comments for this order (badged THIS ORDER ONLY) — for example "Please deliver before noon this week."
5. Click Save.
6. Confirm the window closes and your standing note now shows in the grey strip on that location's card, without reloading the page.
   Shipping Address — note saved on the card

   The saved standing instruction appears straight away in the grey strip under the address, and the note icon stays tinted
7. Reopen the same window and confirm your standing note is still in the top box — it was saved to the address, not just displayed.

What you're checking: what you typed in Scenario 4 reaches the order itself — visible on the final review, on the confirmation, and on the order page afterwards — so nobody has to re-key it or phone it in.

1. Continue from Shipping Address, with the location you added the note to still selected.
2. On Confirm Order & Submit, look under the address in the Shipping Address card: a DELIVERY INSTRUCTIONS box repeats your standing note word for word, above the map.
   Confirm Order & Submit — delivery instructions

   The DELIVERY INSTRUCTIONS box sits between the street address and the map, repeating what you saved
3. Click Place Order and wait for the Submitted screen.
4. Scroll to the bottom of the Submitted screen and confirm Shipping Details shows the same address and a Delivery Instructions section with your wording.
5. Go to My Orders, open the order you just placed, and confirm the Shipping card names the same location, address and ship-to contact.
6. Cleanup: if you'd rather not leave your test wording on a shared address, reopen the Delivery Instructions window from any new order and set the standing note back to what it said before.

What you're checking: that a finished order offers View Order and an unfinished one offers Resume Order — and that View Order is where the Reorder button lives. The old guide called this a "Recent Order" button; that wording was wrong and has been corrected.

1. Open My Orders from the menu across the top of the portal.
2. Click the Completed tab and pick any order in the list to open it. A completed order is one whose chip reads Approved, In Fulfillment or Shipped.
3. Look below the Order Progress trail for the two buttons: View Order and Submit an Order Inquiry. On a finished order the first button says View Order — not Resume Order, and not "Recent Order".
4. Go back to My Orders, open the Drafts tab and open one of those instead. The same button now reads Resume Order, because that order is still yours to finish. If the Drafts tab is empty, make one: click New Order, add a single item, click Save Draft, then come back to My Orders and it will be waiting for you.
   Order page — a draft order

   The same slot carries Resume Order on a draft; on a finished order it reads View Order
5. Return to the completed order and click View Order. A full-screen window opens over the page showing Order Submitted Successfully!, your order number, the status trail and a row of four buttons.
   View Order — the order's confirmation screen

   The four actions along the bottom: Place New Order, Reorder, View Order Details, Submit an Order Inquiry
6. Confirm you can see the Reorder button in that row. That is the entry point for everything else in this module.

What you're checking: that the Reorder window shows you exactly what is about to be copied before it copies anything, and that saying yes produces a brand-new draft — leaving the original order untouched.

1. From the View Order window you opened in Scenario 1, click Reorder.
2. Read the window that opens: the heading is Reorder, with the line "Review the details below before creating your draft order".
   Reorder — the preview window

   ORDER OVERVIEW names the original order, the client and the shipping location; ORDER ITEMS lists every line with its quantity and unit
3. Check the ORDER OVERVIEW block names three things: ORIGINAL ORDER (the number you came from), CLIENT and SHIPPING LOCATION.
4. Check the ORDER ITEMS block: the count in the heading matches the number of rows, and each row shows the product photo, its name, its supply number, a Qty: and a UOM: — the unit the item is ordered in.
5. Read the blue note near the bottom: "Reordering will create a new draft order with the same items and settings. You can modify it before submitting." That sentence is the promise the rest of this module tests.
6. Click Cancel once, to prove nothing happens when you back out. Re-open Reorder.
7. Click Create Draft Order and wait. The button is copying the order and its lines while you wait, so give it a few seconds. Note the new order number you land on — you'll need it for the next scenarios.
8. Confirm the wizard opens on Review Order (step 2 of the trail) carrying the same items as the original, and that the original order is still sitting untouched in My Orders with its own number and status.

What you're checking: the copied draft is genuinely editable — quantities can be changed and a whole line can be dropped without backing out to the catalogue. The Remove control is new since your last round, and it deliberately asks twice.

1. Start on the Review Order step of the draft you created in Scenario 2. If you closed the window, open My Orders, find that draft, open it and click Resume Order — it comes straight back to the step you left.
2. Look at one line: it shows the product, a UNIT chip, a QTY box, a red Remove, and a SUPPLY LIMIT panel with an ALLOWED number and a How is this calculated? link. In the portal that panel is badged Limit Estimated, and the breakdown says your limit was estimated using standard benchmarks. That is correct here: the portal cannot reach your laboratory usage, so every line starts from a standard allowance of 50 units and subtracts what this client has already ordered in the last 90 days. So the ALLOWED figure is often below 50 and differs from line to line. Nothing else about the check changes — the numbers just come from the estimate rather than your own history.
3. Change the QTY box on that line from 1 to 3 and click elsewhere on the page. Keep the number under the line's ALLOWED figure — this scenario is about editing a draft, not about supply limits, and a quantity over the allowance will ask you for a justification before you can go on.
4. Watch the Order Summary panel on the right: Total Quantity goes up to match, without any page reload.
   Review Order — a reordered draft

   Each line carries UNIT, QTY, Remove and its own supply-limit panel; the Order Summary on the right keeps count
5. Click Remove on a different line — one you want gone. Nothing is removed yet: the button changes to Confirm?.
   Review Order — Remove armed

   One click arms the control and it reads Confirm?; it disarms itself after about four seconds if you walk away
6. Wait a few seconds without clicking. The button quietly goes back to Remove on its own — that's the safety catch, not a fault.
7. Click Remove again, then click Confirm? while it is still armed.
8. Confirm the line disappears, the Order Items count drops by one, and the Order Summary totals follow.
   Review Order — after removing a line

   The line is gone and both the Order Items count and the Order Summary totals have been recalculated

What you're checking: that Remove stops short of leaving you with an order that has nothing in it, and tells you what to do instead. Try to break it on purpose.

1. Keep removing lines on the Review step until only one line is left. The Order Items heading should read 1 items.
2. Click Remove on that final line.
3. Read the red panel that appears in the top-right corner: Validation Error — "An order needs at least one item. To discard the whole order, cancel the draft instead."
   Review Order — removing the only line

   The last line is protected: a red Validation Error appears and the line stays where it is
4. Confirm the line is still there and the button never went to Confirm? — the check happens before the control is even armed.
5. Dismiss the message with the × on the red panel and carry on with your order.

What you're checking: the copied order isn't locked to the original address. You can redirect it and attach a comment that belongs to this delivery alone — without changing the standing instructions the site keeps for that location.

1. From the Review step, click Continue at the top-right to reach Shipping Address. If Continue does nothing, look at SHIP TO CONTACT on the right of the Review step — it's a required field. A reordered draft usually arrives with it already filled from the original order; if it's empty, pick your name from the list first.
2. Read the DELIVERING TO: line — it names the location the order was copied with.
3. Click a different location card in the list. The DELIVERING TO: line changes to the new one straight away.
   Shipping Address — a different location chosen

   Picking another card re-points the order; the DELIVERING TO: summary updates with it
4. Click the middle of the three small icon buttons on that card — hovering it shows Add delivery instructions or Edit delivery instructions.
5. Look at the two boxes in the window that opens. The top one, Delivery instructions, is tagged Saved to this location — it belongs to the address and every future order to it. The lower one, Comments for this order, is tagged This order only.
6. Type into Comments for this order only, for example "Please deliver before noon and call the front desk on arrival." Watch the character counter beneath it — both boxes stop at 109 characters. Leave the top box alone.
7. Click Save, then Continue to reach Confirm Order & Submit.
8. Confirm the Shipping Address panel shows the new location, a map of it, and the two notes on separate lines: DELIVERY INSTRUCTIONS (the location's own) and ORDER COMMENTS (the one you just typed).
   Confirm Order & Submit

   The two notes stay separate: the location's standing DELIVERY INSTRUCTIONS and this order's ORDER COMMENTS

What you're checking: that everything you changed along the way — the quantity, the removed line, the new address, the comment — is what actually gets placed, and that you get a confirmation with its own order number.

1. On the Confirm Order & Submit step, read the Order Summary on the right: Products should match the number of lines you kept, and Total Quantity should include the quantity you raised.
2. Click Place Order and wait a few seconds.
3. Confirm you land on Order Submitted Successfully! with a new order number — different from the one you copied.
   The reorder, placed

   The confirmation carries the new order number, the new shipping address, and both notes — Delivery Instructions and Order Comments
4. Scroll the confirmation to the Order Summary block and check Shipping Details shows the location you switched to, with Delivery Instructions and Order Comments beneath it.
5. Close the window and look at the order page behind it: the Items on this Order card lists only the lines you kept, at the quantities you set, and the Shipping card names the new location.
6. Open My Orders and confirm the new order is at the top of the list, and the order you copied from is still there, unchanged, further down.

What you're checking: that a row tells you what the order actually contains without opening it, and that the tabs across the top slice the list the way you'd expect.

1. Click My Orders in the portal menu.
   My Orders

   Search at the top, five counted tabs beneath it, one row per order, and a right-hand rail with Create Order and an At a glance summary
2. Read one row from left to right: Order and its number, a coloured status chip, then a plain-English line such as "2 items · 2 units — PIPET TRANSFER W/GRADUATIONS, FORM IRREPLACEABLE SPECIMEN LOG". Where an order has more products than fit, the line ends with +n more. The date it was created sits on the right.
3. Find a row whose chip reads In Review. That's an order sitting with our team — in the system it's called "In Progress", and the list deliberately says In Review because that's what it means for you.
4. Click each tab in turn — All, Drafts, In Review, Completed, Recurring — and confirm the number printed on the tab matches the number of rows you get. If a tab holds more than ten orders, its count is the total across all pages, not the ten you can see. Check the footer line — "Showing 1–10 of n orders" — to reconcile them.
5. Compare the tab counts with the At a glance card in the right-hand rail: Awaiting review should match the In Review tab, and Drafts to finish should match the Drafts tab.
6. Click anywhere on a row — the whole row is the link — and confirm it opens that order's page. Use the ‹ My Orders link at the top-left to come back.

What you're checking: the search box and the page numbers, and that they behave sensibly together — including when a search finds nothing.

1. On My Orders, note the footer line at the bottom-left: Showing 1–10 of n orders. Ten rows per page is the rule.
2. Click the 2 in the page numbers at the bottom-right. The footer changes to Showing 11–20 and the rows change with it.
   My Orders — page two

   The footer counts you through the list; the arrows step one page at a time and grey out at either end
3. Use the ‹ and › arrows either side of the numbers to step back and forward. On page one the left arrow is greyed out; on the last page the right one is.
4. Copy an order number you can see, then type the last four digits of it into Search by order number… at the top.
5. Confirm the list narrows as you type, with no button to press, and the footer becomes Showing 1–1 of 1 order.
   My Orders — searching by order number

   Search matches on the order number and the footer recounts to match
6. Type nonsense such as zzzz into the search box. The list empties and reads No orders match this filter. — not a blank panel.
7. Clear the search box and confirm the full list and the page numbers come back.
8. Try one combination: pick the Completed tab, then search for a draft's number. You should get the empty-state message, because the search only looks inside the tab you're on.

What you're checking: that a recurring plan now says what it contains, how often it runs, when it next runs, and — the part that was missing — which orders it has already produced for you.

1. Open My Orders and click the Recurring tab. Every row here is a recurring plan, not a delivery.
   My Orders — the Recurring tab

   Each plan shows a Recurring · Active style chip, its item count and schedule, its next delivery date, and a pill counting the deliveries it has made
2. Read a row: the chip pairs the word Recurring with the plan's own state — Active, Cancelled or Completed. Underneath sits "n items · Monthly" (or Weekly, Daily, Bi-Weekly) and, for a live plan, — next delivery and a date. Plans that were cancelled or have finished their run stay in this tab on purpose, so a plan never silently vanishes. For the rest of this scenario pick one whose chip says Recurring · Active and whose delivery pill shows more than zero.
3. Click the n deliveries pill on that row — the pill itself, not the row.
4. Confirm a panel slides open underneath listing the orders the plan has generated: each one with its own order number, its own status chip and its own date.
   Recurring plan — deliveries expanded

   The plan's generated orders, newest first, each with its own number, status and date — and each one clickable
5. Look at the mix of statuses in that panel. Deliveries created since the automatic-submission change go through the same review as an order you place yourself, so you may see Approved, In Review and Denied side by side. Older ones may sit at Draft.
6. Click one of the deliveries. It opens as an ordinary order page.
7. Go back to My Orders and switch to the All tab. Find that same delivery in the list and confirm it carries a small from 000… chip naming the plan it came from — so you can always trace a delivery back to its plan.
8. Collapse the deliveries panel by clicking the pill again.

What you're checking: that one screen answers every ordinary question about an order — what's on it, in what unit, where it's going and where it's got to. This is the screen you asked to have the items and quantities added to.

1. Open any completed order from My Orders.
2. Read the top: the order number, a status chip beside it, your practice's name underneath, and an Order Progress card showing the whole path — Draft, In Progress, Approved, In Fulfillment, Shipped, Denied, Canceled — with the current step filled in and a Last Updated stamp on the right.
   Order page — a completed order

   Order Progress with the current step filled and a Last Updated stamp, then Items on this Order with photos, supply numbers, unit chips and quantities
3. Check the Items on this Order card. Its subtitle counts the order ("2 items · 2 units"), and each line carries the product photo, its name, its # supply number, a small unit chip such as Case or Box, and a Qty pill.
4. Compare those quantities against the confirmation you were given when the order was placed — they must agree.
5. Scroll down to the Details card (Client, Order Date, Created, Status) and then the Shipping card.
6. Confirm Shipping names the Location, spells out the full Address, names the Ship To Contact, and draws a map with a pin on that address.
   Order page — Details and Shipping

   The Shipping card puts the address on a map; Order History keeps the event log in the right-hand rail
7. Look at the Order History card in the right-hand rail: a short, dated list of what happened — Created, then each status change written as Draft → Approved. Confirm no event is listed twice.
8. Open a Draft order from the Drafts tab and compare. The Items card there adds the words "draft contents, may change until the order is placed" — an honest warning that nothing is final yet — and the button at the top reads Resume Order instead of View Order.
   Order page — a draft

   A draft says so: Resume Order at the top and "draft contents, may change until the order is placed" on the items card

What you're checking: that an order which didn't go straight through explains itself on its own page, in words rather than codes.

1. Open My Orders and find an order whose chip reads Denied. The Recurring tab is a good hunting ground: expand a plan's deliveries and pick a denied one. Denied orders are scarcer than they were. An order only reaches review when a line is over its allowance, and it only becomes Denied once the reviewer turns it down. If nothing in your list reads Denied, make one rather than skipping the scenario: place an order for PIPET TRANSFER W/GRADUATIONS (supply 900010) with a quantity of 200 — far above the estimated allowance the portal gives you — write any sentence when it asks you to justify the overage, and place it. It will sit at In Review; ask Aaron Collins, who reviews orders for this client, to deny it, and come straight back with that order. He has an hour to act before the order releases itself.
2. Open it and look for the Review Decision panel, sitting between the items and the details. On a denied order it is outlined in red.
   Order page — a denied order

   The red Review Decision panel gives the reason in plain words, e.g. "A requested quantity exceeds the allowed amount"
3. Read the reason. It should be a sentence you can act on — for example "A requested quantity exceeds the allowed amount" — not a code or a status name.
4. Confirm the status chip at the top, the Status row in Details, and the last entry in Order History all agree that the order was denied, and that the history shows when.
5. Open an order that went straight through instead. It carries the same panel — amber rather than red — with a different reason: "New client — no utilization history to evaluate against". Expect that wording on nearly every order you place from the portal, whatever your practice's ordering history. The portal works from a standard estimated allowance rather than your laboratory usage, and the panel is reporting that honestly — it is not a claim that we don't know your practice, and it is not a failure. The panel reports the decision for the order as a whole. How each individual line was judged, and the supply-allowance maths behind it, are covered in the compliance modules.
6. Note in your comments the exact wording of any reason you see — the phrasing is being reviewed and yours is the vote that counts.

What you're checking: that while you're building a new order the portal reminds you what is already scheduled to arrive, so you don't order it twice — and that the reminder agrees with what the Recurring tab shows.

1. Click New Order and wait for the product list to appear.
2. Read the teal band near the top: ACTIVE RECURRING ORDERS — You have n active recurring orders scheduled. Click to view details.
3. Write down that number, then open My Orders → Recurring in another look and count the rows whose chip says Recurring · Active. The two numbers measure different things and will usually differ. The banner counts only the plans that are Active and not paused. The Recurring tab lists your plans whatever their state — Active, Cancelled and Completed together — so its tab count is normally the larger of the two. What you're checking is that the banner's number matches the Active ones specifically.
4. Click the banner (or the View details & items link on it) and confirm a panel headed Active Recurring Orders opens. Each plan in it is listed with its number, its schedule, SHIPPING TO, NEXT GENERATION DATE, start and end dates, and SCHEDULED ITEMS with quantities and units.
   New Order — Active Recurring Orders panel

   Every active plan, what it ships, where and when — opened from the banner without leaving the order you're building
5. Close the panel, add an item and click Continue to Review. The same banner follows you onto the Review step — the reminder is there at the last moment before you commit.
6. Look for a second, amber band on Review reading "You may have already ordered some of these items recently (n recent orders). Click to review." If it appears, click it and check the orders it lists really do contain what you're about to order again. This amber band only appears when the same items were ordered in the last 7 days. If your practice hasn't ordered them inside that window there is nothing to warn you about and no band — that's correct behaviour, not a miss.

What you're checking: that raising a query takes two fields and no guesswork — the form already knows which order you're on, and there is no category for you to choose. You reported last round that a request came through unattached to its order; this is where that fix is proved.

1. Open My Orders and open any order you want to ask about. Note its number.
2. Click Submit an Order Inquiry — it sits beside View Order (or Resume Order) under the Order Progress card.
3. Read the form that opens. The heading is Submit Order Inquiry and the line beneath it names your order: "Please fill out a brief bit of information about the issue you are facing with Order 000…".
   Submit Order Inquiry

   Two required fields and nothing else — Subject arrives pre-filled with your order number and there is no category to pick
4. Check the Subject box: it is already filled in for you, reading "Supply Order 000… Inquiry". You can edit it — try adding a few words of your own, such as "— question about my delivery".
5. Confirm there is no Type, Reason or Category picker anywhere on the form. Choosing one used to be your job; the system now types the request itself.
6. Type a real-sounding question into Description, for example "When will this order arrive? I need the tubes before Friday."
7. Click Next and wait a few seconds.
8. Read the confirmation: "Case 018… has been created. Use this number when you contact us about this inquiry." Write that case number down — you'll match it in the next scenarios.
   Inquiry submitted

   The confirmation hands you the case number straight away, with a Close button to get back to the order
9. Click Close to return to the order.

What you're checking: that the request you just raised is visible from three places in the portal — the order page, the order list, and the summary card in the rail. This is the answer to "where is the status of my case?".

1. Stay on the order you raised the inquiry from and reload the page.
2. Look in the right-hand column for a Support case card. It shows a status chip, Case 018… matching the number you wrote down, the subject you typed, and the date it was Opened.
   Order page — Support case card, open

   Case number, your subject and the date it was opened, with the note "Our support team will reach out by email with any updates."
3. Read the note at the bottom of the card: "Our support team will reach out by email with any updates." That's the promise while the case is open.
4. Confirm the case number on the card is exactly the one the confirmation gave you, and that the subject names your order number — the request is attached to this order, not floating loose.
5. Go to My Orders and find that order's row. It now carries a copper Inquiry open tag next to its status chip.
   My Orders — Inquiry open

   The copper Inquiry open tag rides alongside the status chip, so an outstanding question is visible from the list
6. Check the At a glance card in the right-hand rail: Open inquiries counts your outstanding questions, and should have gone up by one.
7. Read the Question about an order? card below it — it explains the two tags in the same words this scenario just used.
8. Scan the other rows in the list and confirm none of them picked up a tag. The tag belongs to one order only.

What you're checking: the other half of the loop — that once someone at Sonora Quest writes a reply, the portal switches the order from "we're on it" to "there's an answer waiting", and prints the answer where you'll find it.

1. Ask whoever is running the internal half of this test to answer your case — they open it in Salesforce and fill in the Client Response field. The internal steps are in the Manage orders, cases & notifications module. Give them the case number you wrote down. It is the Client Response field that flips the portal — not closing the case, and not a note or an email. A case that is closed with no response written shows no tag at all.
2. Go back to your order's page in the portal and reload it. Portal pages hold on to what they last loaded, so a reload is what makes the change appear.
3. Confirm the Support case card has changed: the chip now reads Answered, and a second date row, Answered, has joined Opened.
   Order page — Support case card, answered

   The chip flips to Answered, an Answered date appears, and the reply is printed under Response from our team
4. Read the block headed Response from our team. The reply is printed in full on the order page — you don't need an email to read it.
5. Confirm the line "Our support team will reach out by email with any updates." has gone. It belongs to the waiting state only.
6. Go to My Orders and confirm the row's tag has changed colour and wording: the copper Inquiry open is now a green Inquiry answered.
   My Orders — Inquiry answered

   Same row, different tag: green Inquiry answered once a reply is waiting on the order page
7. Check At a glance once more: Open inquiries has gone down by one and Answered inquiries has appeared or gone up.

What you're checking: that the inquiry route is available from wherever you happen to be, and that the portal's promise about emailing you actually holds. Have your email open before you start.

1. Open a completed order and click View Order to bring up its confirmation screen.
2. Confirm Submit an Order Inquiry is one of the four buttons on that screen too, alongside Place New Order, Reorder and View Order Details. Raising a question never means hunting for the right page.
3. Raise a second inquiry from here about a different order, using the same two fields, and note its case number.
4. Go to My Orders and confirm both orders now carry their own tag, each pointing at its own case — nothing has bled between them.
5. Open the Support tab in the portal menu to see the difference. That page is a general Contact customer support form — Subject, Description, your details and an Inquiry Type you have to choose yourself — for questions that aren't about a particular order. Confirm it is not the route you used above: an order question raised from the order itself needs no Inquiry Type and arrives already attached.
6. Check the inbox for the email address shown on your Confirm screen under Ordering As. Order emails are sent when an order is received, when it goes under review and when a recurring order is turned down. Emails go to the address on your contact record, which is not always the address you log in with. If nothing arrives, check that address first, then your junk folder, then record what you found in the comments — the exact address and the time you placed the order — that detail is what lets us trace it.
7. Note in your comments which emails arrived, how quickly, and whether the order number and status in them matched the portal.

What you're checking: that you can walk into the portal cold and put together a genuine week's supply order without help, a manual, or a phone call.

1. Click New Order in the portal menu and wait for the catalogue to appear. The step trail across the top reads 1 Select Items → 2 Review Order → 3 Shipping Address → 4 Confirm → 5 Submitted.
   New Order — Select Items

   Your practice is already chosen under CLIENT / FACILITY; the count above the list tells you how many products you can order
2. Check the CLIENT / FACILITY box in the Filters panel — it already names your practice. You never have to pick it.
3. Order like it's real: use Search Products and the Category list to find three or four supplies you would genuinely order, and add each with Add to Cart.
4. Set a sensible quantity on each — a fortnight's worth, not 1 — using the QTY box on the row. Note the UNIT chip beside it: a quantity of 2 means two of that unit, whether that's two boxes or two cases. Keep each one under 50 — lower still if you have ordered that product recently, because anything already ordered in the last 90 days comes off the same 50. Above what is left you will trip the supply limit on the next screen and be asked for a justification, which modules PA10 and PA11 cover deliberately.
5. Watch the Your Cart panel at the bottom of the left-hand column and the Items in Cart counter at the top keep up as you go.
   Select Items — items in the cart

   Added rows carry an In Cart badge and swap Add to Cart for a UNIT chip, a QTY box and Remove
6. Change your mind once: remove one of the products with Remove and add a different one instead. The counter and the cart follow immediately.
7. Click Continue to Review.

What you're checking: the three screens between "I've chosen things" and "I've committed" — that each one asks for exactly what it needs and shows you everything before the point of no return.

1. On Review Your Order, read each line: the product, its UNIT, its QTY, a Remove, and a SUPPLY LIMIT panel showing what your practice is ALLOWED, with a How is this calculated? link if you want the reasoning. In the portal that chip reads Limit Estimated and the number is a standard estimate of 50 units, less anything already ordered for that product in the last 90 days — real lab-usage history is not available to a portal session. Modules PA10 and PA11 go into it properly.
   Review Your Order

   Every line carries its own supply-limit panel; the right-hand column holds Shipping Contact and a running Order Summary
2. Set SHIP TO CONTACT in the right-hand column — it is marked with a red asterisk because it's required. As a portal user the list holds your own name. If Continue appears to do nothing, this is almost always why — the contact hasn't been chosen yet. Set it and try again.
3. Read the Order Summary panel in the right-hand column: it holds Total Items and Total Quantity. With every quantity inside your allowance that is all it holds — and there is nothing beside Continue but the button itself. A justification prompt only appears once a line goes over, which modules PA10 and PA11 cover deliberately.
4. Click Continue to reach Shipping Address. Confirm the DELIVERING TO: summary names a location and that your usual one is marked Default.
   Shipping Address

   One card per location, each with its address, its standing delivery note and three small buttons — set as default, edit instructions, view map
5. Click Continue again to reach Confirm Order & Submit.
6. Check every panel on the Confirm screen against what you intended: the Shipping Address with its map, the Order Items with quantities and units, Ordering As with your name, email, phone and facility, and the Order Summary counting products and total quantity.
   Confirm Order & Submit

   The last screen before you commit shows the address on a map, every line, who is ordering and the totals
7. Use Back to step to Review and then forward again, and confirm nothing was lost or reset on the way.

What you're checking: the moment that matters — that pressing the button leaves you in no doubt the order is placed, and tells you what happens next.

1. Read the line beneath the Order Summary: "By placing this order, you confirm all details are correct."
2. Click Place Order and wait. The order is being checked against your practice's supply allowance while you wait, so give it a few seconds.
3. Confirm you land on Order Submitted Successfully! with "Your order has been received and is being processed." and your new ORDER NUMBER in a teal chip. Write the number down.
   Order Submitted Successfully

   The order number, the status trail showing where the order has landed, and four things you can do next
4. Click the small copy icon inside the order-number chip and paste it somewhere to check it copied the number cleanly.
5. Read the status trail beneath the number — Draft, In Progress, Approved, In Fulfillment, Shipped — and note which step is filled in. An order within your allowance lands on Approved; one that needs a look from our team stops at In Progress. Either outcome is a pass for this scenario — you're testing that the portal states clearly which one happened, not which one you got. The supply-allowance rules behind it have their own modules.
6. Scroll the confirmation and check the Order Summary block: order number, order date, client and status, then Shipping Details with the address and any delivery instructions.
7. Confirm the four buttons are there — Place New Order, Reorder, View Order Details, Submit an Order Inquiry — and the closing line "Need help with your order? Contact Support".

What you're checking: that the order you just created behaves like a real record afterwards — findable, readable, and consistent with the confirmation you were given. Have your email open for this one.

1. Close the confirmation window and click My Orders.
2. Find your new order at the top of the list. Its row should carry today's date, the status you saw on the trail, and a summary line naming what you ordered.
   My Orders — the new order at the top

   Newest first: the order you just placed, with its status and its contents spelled out on the row
3. Search for your order number in the search box to prove it can be found on purpose, not just by being recent.
4. Open it and check the page against the confirmation you wrote down: same number, same status, same items at the same quantities and units, same shipping address on the map.
   The order's own page

   Everything the confirmation told you, now living on the order itself — with an Order History log building up in the rail
5. Read the Order History card in the right-hand rail: it should show Created and the status change from Draft → whatever it landed on, each with a time.
6. Check the inbox of the email address the Confirm screen showed you under Ordering As. You should receive an order notification naming the order number and its status — a received notice for an order that went straight through, or an under-review notice for one waiting on our team. Give it a few minutes and check the junk folder before recording a Fail — and note the exact address you checked and the time you placed the order, because that's what lets us trace a missing one. If the logo in the email looks broken but the words are all there, note it and pass the scenario; that's a known display quirk in some desktop mail clients, not a fault in the message.
7. Finish by writing, in your own words, how the whole journey felt: anything you had to read twice, anything you expected to be able to do and couldn't, anything that would slow a busy practice down. This is the comment the team most wants.

What you're checking: that the client is told what they are allowed before they commit — on the Review step, per product, in units they understand — and that the explanation behind the number holds up.

1. Open the Provider Portal, click New Order, and add one product to the cart with Add to Cart. Pick a product you have not ordered much of lately — see the caution below.
2. Click Continue to Review.
3. Read the SUPPLY LIMIT block under the product. It carries a status chip, the word ALLOWED: and a number. With a small quantity in the box the chip should read Limit Estimated and there should be no warning. In the portal every product is measured against an estimate, and for as long as your quantity stays inside it the chip reads Limit Estimated. (Push a quantity past that estimate and the chip changes to Overage — Needs Approval — that is module PA11's job, not this one.) Real laboratory usage is not available to a portal session, so each line is measured against the standard allowance of 50 units, less whatever this client has already ordered for that product in the last 90 days. Expect a number of 50 or lower, and do not expect it to reflect what the practice genuinely uses — that is correct behaviour here, not a fault. Internal users on the PB track do see real figures for a handful of supplies.
   Provider Portal — Review Order, inside the allowance

   Requesting 5 against the standing allowance (50 on a fresh client; here it reads 39 because earlier test orders already count against the 90-day window). The SUPPLY LIMIT block sits with the product, not in a separate screen, and Continue is enabled
4. Set the quantity in the QTY box to something comfortably below the allowed number and wait a moment. The limit block re-checks itself every time you change a quantity — it should stay quiet.
5. Click How is this calculated? to open the breakdown.
   How Your Supply Limit Was Calculated

   Usage period, recorded usage, the segment's allowed portion, Already ordered deducted, and the resulting allowance — the whole formula in plain words
6. Read every row of the breakdown and check it makes sense to you: Usage period (the lookback window, currently 90 days), Recorded usage, Converted to units, Allowed portion with a percentage, Already ordered shown as a deduction, Your allowance, and Your request. On a portal line the usage rows read 0 — there is no history to show — and Your allowance comes from the standard 50 instead. That is the estimate at work, not a broken sum. The Allowed portion percentage is the client's segment ratio. Right now every segment — POL, IOP and Global — is set to 3.0 — three times measured usage (shown as 300% in the breakdown), a deliberately permissive cushion for go-live that Sonora Quest will dial down as real usage history builds up. It is set centrally, not per client, and internal admins can read the live values on the Compliance Configuration tab.
7. Note what the Already ordered row does. It is the last 90 days of this client's orders for that product, subtracted in real time. Order the same product twice in a session and the allowance visibly shrinks the second time. Plan your testing around this — it is the single most confusing thing in Phase 2. The allowance is a balance, not a per-order cap. If you test the same product repeatedly its allowance drops toward zero and even a quantity of 1 will start reporting an overage. That is the deduction working correctly, not a bug. Use a different product for each scenario, and if a product's allowance has run down, say so in your comments rather than marking a Fail.

What you're checking: the happy path end to end. An order inside the allowance should be approved by the engine at the moment of submission, with no waiting, no reviewer and no interruption for the client.

1. Carry on from Scenario 1: pick a Ship To Contact, click Continue through the Shipping Address and Confirm steps.
2. Click Place Order and wait for the Submitted screen.
3. Read the Submitted screen. The status should read APPROVED and the order should carry its supply-limit chip and quantity. There should be no message about a review window and no countdown.
   Provider Portal — Submitted, approved immediately

   Status APPROVED straight away. Compare this with the same screen in module PA11, where an over-limit order lands on a countdown instead
4. Write down the order number. You need it for the email check below — and if your team also covers the internal track, the reviewers there will reuse it.
5. Click View Order Details and check the order page. The Order Progress bar should show Approved, and a Review Decision panel should give the engine's reason in plain words.
   Provider Portal — order page for an approved order

   The Review Decision panel states why the engine decided as it did — the reason on the panel matches the outcome you just watched at submit time
   "New client — no utilization history to evaluate against" is a normal, healthy answer, not an error. When a client has no measured lab usage for a product the engine falls back to a standard allowance of 50 units per window, minus whatever has already been ordered. Every portal line sits in this state, so this is the reason you should expect to read here.
6. Check the inbox of the ship-to contact within a few minutes. An order confirmation should arrive naming the order number. Order emails are sent without leaving an activity record behind, so a real inbox is the only place to see them — there is nothing to find inside Salesforce. Ask us to point your test contact at an address you can read before you start, and check the junk folder too.
7. Look at the order internally. In Salesforce open the same order, go to the Details tab and scroll to the Compliance Status section. Compliance Status should read OK, Compliance Requires Approval should be unticked, and Last Compliance Evaluation should carry the time you pressed Place Order.

What you're checking: that the client record carries the settings the engine depends on, and that you can find them. Every allowance in this whole track is decided by these three fields — if they are wrong on a real client, every order for that client will be wrong.

1. Open your test client record in Salesforce and go to the Details tab.
2. Find the Compliance Information section and read the three fields in it: Client Number, Client Segment and Compliance Exclusion.
3. Hover the help icon beside each one and confirm the help text explains what it does in language you could repeat to a colleague. Tell us if any of it is jargon.
4. Check the segment matches the practice type. POL, IOP and Global each carry their own allowance cushion, and this is the field that decides which one applies. All three are currently set to the same 3.0, so changing the segment will not move an allowance in this environment — the field still has to be right, because the ratios will diverge once Sonora Quest tunes them. Note in your comments whether the segment on your test client is the one you would expect. These three fields can also be set on an individual ship-to location, and the location's value wins over the client's when both are filled in. That is deliberate — a single site can be given its own segment or be excluded without changing the whole practice.
5. Note what Compliance Exclusion does: ticked, that client's orders skip the engine entirely and are never held for approval. Confirm it is unticked on your test client — if it is ticked, none of the rest of this track will produce an approval and you should tell us before continuing.

What you're checking: that going over is unmistakable — the chip changes, the size of the overage is spelled out in units and in money, and the client is told what will happen rather than just being stopped.

1. Start a new order in the Provider Portal and add one product, then click Continue to Review. Note the ALLOWED number. In the portal it is the standard estimate — 50 units, less anything this client has already ordered for that product in the last 90 days — badged Limit Estimated, not a figure drawn from the practice's own laboratory history. Work from the number on your screen, whatever it is.
2. Type a quantity roughly double the allowance into the QTY box — 100 if the block reads 50 — and click away from it. Give the page a few seconds — it re-checks with the engine on every change.
3. Read the SUPPLY LIMIT block now. Four things should have changed at once: the chip reads Overage — Needs Approval, the allowed number is joined by +n over, a line appears reading +$n over budget, and an amber note says Justification required — use the button above to add one.
   Provider Portal — Review Order, over the allowance

   The four things to look for, all at once: the chip reads Overage — Needs Approval, the allowed figure is followed by +n over, a +$n over budget line appears, and an amber Justification required note sits underneath. Continue is greyed out and an amber 1 item(s) need justification button has appeared beside it. The picture was taken on an earlier data set, so its quantities and dollar figures will not match yours — read the numbers on your own screen. Ordering 100 of a supply whose allowance shows 50 gives you exactly this state
4. Look at the top-right of the panel. Continue should be disabled, and an amber button reading n item(s) need justification should have taken its place in your eye-line. Try clicking Continue and confirm nothing happens.
5. Open How is this calculated? again. The breakdown now ends with an Overage row, and it opens with a sentence telling the client what the overage means for them.
   Breakdown for an over-limit line

   "This overage requires manager approval. Use the button in the header above to enter a justification — your order cannot be submitted until one is provided," then the arithmetic that produced it
6. Now reduce the quantity back below the allowance and confirm everything reverses: the chip goes quiet, the amber note disappears and Continue comes back. The client is never trapped.
7. Judge the money wording. +$n over budget is the extra units priced at list. Note in your comments whether "over budget" is the phrase Sonora Quest wants a client to read, given the client is not being billed for supplies in the way that phrase implies.

What you're checking: the justification prompt — that it names the product and the numbers, offers the client the easy way out first, and will not let the order past until every flagged line has a reason.

1. Click the amber n item(s) need justification button.
2. Read the panel header. It reads Justifications Required with a running count underneath — n of n still need a reason.
   Justifications Required

   One card per flagged product, with Requested against Allowed, the suggested reduction, and the reason picker. The footer counts what is still missing
3. Read the card for your product. It restates Requested and Allowed, then offers the alternative first: Reduce to n to stay within your limit — or provide a reason below if you need the full amount. Note whether that reads as helpful or as a nudge you resent.
4. Open the Select a reason... picker and read the choices.
   Reason categories

   Clinical Volume Increase · Provider Request · Temporary Demand Spike · New Patient Onboarding · Research Project · Other
   These six categories are the ones that will be reported on, so this is the moment to tell us if a reason your practices actually give is missing from the list. It is a cheap change now and an expensive one after go-live.
5. Pick Other and confirm a free-text Additional Details box appears underneath. Type a sentence into it.
6. Change the picker to one of the named categories and confirm the free-text box disappears again — the categories stand on their own.
7. Watch the footer. As soon as the last flagged line has a reason, the amber n still missing changes to All justifications provided. Click Done.
   Provider Portal — Submitted, pending approval

   The over-limit order does not stop at Approved. It lands on Pending Account Manager Approval with a live countdown of the review window
8. Confirm the button beside Continue has changed to a quiet All justifications provided badge and that Continue is now enabled.

What you're checking: the handover. An over-limit order must stop short of fulfilment, tell the client honestly what happens next and how long it will take, and be recorded internally as needing a decision. Keep this order — it is exactly what the account managers' review desk (the internal track) works through; if your team covers both tracks, hand the number over.

1. Carry on from Scenario 2 through Shipping Address and Confirm, then click Place Order.
2. Read the Submitted screen carefully — this is the sentence that matters most in Phase 2. It should be headed Pending Account Manager Approval and explain, in one paragraph, that the order is with the account manager, what happens if nobody acts in time, and that an email will confirm what actually shipped. The approver is whoever owns the client record — on the shared test client 77777 that is Aaron Collins. There is no backup approver configured, so an order placed for a client somebody else owns will sit with that person and nobody will action it during testing. Stay on your assigned test client.
3. Find the countdown. Under Review window closes in: a live clock counts down. It is a real deadline stamped on the order when you pressed Place Order, not a display trick — if nobody reviews the order inside the window, the system acts on it by itself, and Scenario 4 shows you what that looks like. The window is currently set to 1 hour for testing, so the sentence reads "within 1 hours". The plural is wrong and we know — note it if you like, but it is a wording fix, not a Fail. The production window will be agreed with Sonora Quest and is changed in one admin field.
4. Check the status. The Order Summary should read IN PROGRESS, not Approved. That status is what holds the order back from Workday.
5. Write down the order number and the time. Everything that happens next — a reviewer's decision, or the automatic release — hangs off that clock, and Scenario 4 comes back to it.
6. Open View Order Details. The order page shows the Order Progress bar on In Progress and a Review Decision panel naming the reason the engine escalated — for example "The order total exceeds the approved maximum cost" or "A requested quantity exceeds the allowed amount".
7. Check My Orders. The order should appear under the In Review tab, and the right-hand At a glance panel's Awaiting review count should have gone up by one.
8. Look at it internally. In Salesforce, open the order and check the Compliance Status section: Compliance Status reads Over Allowed - Requires Approval, Compliance Requires Approval is ticked, and Compliance Justification holds the reason you gave, prefixed with the product name.

What you're checking: the other end of the review window. Whether a person decided your order or the clock ran out, the practice should be able to open the order and understand exactly what changed, what was removed, and why — without phoning anyone.

1. Wait out the window. The review window in this environment is 1 hour, on purpose, so you can test this in a single sitting. Place your over-limit order from Scenario 3, note the time, and go do another module — then come back after the countdown has ended.
2. Reopen the order from My Orders and read the top of the page first. The status has moved off In Progress and the countdown is gone. It reads Approved whether the account manager approved it or the clock simply ran out — or Denied if a reviewer turned the order down, or Canceled in the rare case where no line had any allowance left to ship. Any of those is a pass here; note in your comments which one you got.
3. Read each order line. A line that was cut back to the allowance shows its new quantity with a Reduced to Your Limit chip, and keeps the quantity you originally asked for alongside it — the practice should never wonder whether their request was misread.
   Provider Portal — the order after the window closed

   Approved, but not as requested: the line shows the approved quantity alongside the account manager’s reason, printed right on the item
4. Find the removed items. A line the engine had no allowance for at all is not silently deleted — it moves to a Removed from this order card with the product, the quantity you asked for, and a plain-language reason ("no remaining allowance for this item this period").
5. Read the reason wording as a practice manager. Each adjusted or removed line carries the reviewer's comment (if a person decided) or the standard wording (if the window expired). If any sentence would confuse the person reordering supplies for a clinic, quote it in your comments. Which outcome you get depends on whether anyone touched it. If an internal reviewer approved or trimmed your order inside the hour, you are looking at their decision; if nobody did, the system released it by itself, trimming every over-limit line to its allowance. Both are correct behaviour — say which one you observed in your comments.
6. Check the inbox of the ship-to contact. The follow-up email lists the supplies with their final quantities — adjusted lines flagged, removed lines shown as Removed with the reason — and matches the order page exactly.
   Email — the decision, line by line

   The supplies table tells the same story as the order page: what was approved, what was reduced, what was removed, and why

What you're checking: that searching for a client works the way you found it working — the ID on its own, or the name on its own — and that you now know why the combined string printed at the top of the record finds nothing. This scenario exists because of your note last round, and getting it written down correctly is the point of it.

1. Click the Search... box at the very top of Salesforce and type your test client's ID number on its own — for the QA test client that is 77777. Press Enter.
2. Confirm the results page opens with Clients carrying a count of 1 and your client listed underneath.
   Search results — client ID only

   The ID on its own finds the client; the left rail counts the hit under Clients
3. Clear the search box and try the name on its own this time — Sonora Quest Laboratories. Press Enter. The same client is among the results.
4. Now try the combination. Open the client record and look at the title at the top of the page: it reads 77777-Sonora Quest Laboratories. Copy that whole string, paste it into the search box and press Enter.
5. Confirm you get the "Don't give up yet!" empty result — "We searched the objects you use most and didn't find any matches".
   Search results — the combined ID-Name string

   Pasting the combined heading straight off the record works here — the name portion matches and the client comes back as the top result
   This is expected, and it is worth knowing why. The heading "77777-Sonora Quest Laboratories" is a display-only label built by joining two fields together. Search reads the two underlying fields, not the joined label, so the joined text matches nothing. Search the ID, or search the name. Never paste the heading.
6. Open the client from the results and leave the record open — the next scenario starts here.

What you're checking: the two placement fixes you asked for. You said it took a while to find Create Order among all the buttons, and that you had to add Orders to your favourites bar because the related list had gone missing. Both are addressed on the client layout — this scenario is a two-minute look.

1. Open your test client record and look at the row of buttons on the right of the header.
2. Confirm Create Order is the first action in that row, immediately after Follow. Everything else — Plan a Sales Call, Schedule DermTech Kick-Off, Request Interface, Transfer Client, Fillable Templates — now sits to its right.
   Client record — header and related-list strip

   Create Order leads the button row, and Orders leads the related-list strip below the highlights
3. Look at the strip of related-list links under the highlights panel. Orders is the first tile, with a count beside it.
4. Click Orders. The full Orders list for this client opens, newest first, with Order Number, Status and dates.
5. Use the browser's back arrow (or the breadcrumb at the top-left) to return to the client, then click the Related tab and confirm Orders appears there too — that is the route you had to work around last round.
6. Count how many orders the list holds and note the number in your comments. You will place one in the next scenario and expect the count to go up by one.

What you're checking: that the same ordering screens a client sees open inside Salesforce as a full-screen window over the client record, already pointed at the right client and the right catalog — plus the two things only internal staff get: choosing which of the client's contacts the supplies ship to, and recording how the order came in.

1. Click Create Order on the client record. Wait a few seconds — a full-screen window opens over the record with a five-step bar across the top: Select Items · Review Order · Shipping Address · Confirm · Submitted.
   Create Order — step 1, Select Items

   The wizard opens over the client record. CLIENT / FACILITY is already filled in on the left, and the product count above the list is this client's catalog
2. Check the Filters panel on the left. CLIENT / FACILITY already names the client whose record you came from — you never pick it, and you never pick a price book either.
3. Note the line above the product list — "n products found". Write that number down; the next module explains where it comes from.
4. Add one product with Add to Cart. The button changes to In Cart and the row gains UNIT and QTY boxes with a Remove link.
5. Click Continue to Review at the top right.
6. On Review Order, find the Shipping Contact card on the right. Open SHIP TO CONTACT — it is marked required with a red asterisk — and pick a contact. This is the internal-only capability: a portal user is pinned to their own contact and cannot choose.
   Review Order — internal view

   Ship To Contact and Order Source sit in the right-hand card. The teal band counts the client's standing recurring orders; an amber band appears when a line runs past its supply limit and needs a justification
   The contact list is deliberately short. It offers only the client's portal-associated contacts, not every contact on the account, so you cannot ship to someone who has no business receiving supplies.
7. Open ORDER SOURCE underneath it and confirm it offers exactly three choices — Phone, Fax, Email — and nothing else. Pick the one that matches how this order reached you.
   Order Source — the three manual channels

   Only the three ways a person can hand you an order. Portal, Reorder and Recurring are stamped by the system and are not offered here
   Order Source is internal-only by design — a client never sees it and never sets it. Orders raised in the portal, from a Reorder, or by a recurring schedule are labelled automatically.
8. Read the two coloured bands above the items while you are here. The teal one counts the client's standing recurring orders and opens a panel listing them. The amber one appears when this client and this delivery address have ordered these same items recently — it exists so you do not send a duplicate off a phone call.
9. Click Continue.

What you're checking: the last three steps of the wizard and the record they produce — that the address, the delivery note and the contact you chose all survive the trip, and that the finished order lands in the client's Orders list where you can find it again.

1. On Shipping Address, read the location cards. The client's default address is marked DEFAULT and carries the words "This is your default location"; any standing delivery note for that address is printed on the card.
   Step 3 — Shipping Address

   One card per ship-to location, the default flagged, standing delivery notes shown, and three small tools per card — set as default, edit delivery instructions, view map and altitude
2. Click the card you want to ship to (the default is already selected) and then Continue.
3. On Confirm, check the four blocks: Shipping Address with the delivery instructions underneath it, Order Items with the quantity, Ordering As naming the contact and facility you picked, and Order Summary with the totals.
   Step 4 — Confirm Order & Submit

   Everything you chose, on one screen, above the line "By placing this order, you confirm all details are correct"
4. Click Place Order and wait — this takes a few seconds while the order is checked against the client's supply allowance.
5. Read the confirmation: "Order Submitted Successfully!", the order number in a large badge, and a progress bar showing where the order has landed. Write the order number down.
   Step 5 — Submitted

   The order number with a copy icon beside it, the progress bar, and five follow-on actions including Set Up Recurring Order and Reorder
   The progress bar may stop at Approved or at In Progress. Both are correct: In Progress means the order needs an account manager's review before it goes anywhere. Which one you get, and why, is the subject of the compliance modules.
6. Click View Order Details, or close the window and open the order from the client's Orders related list — the count should now be one higher than you noted in Scenario 2.
7. On the order record, check the Path bar under the highlights and then the Details tab. Confirm Shipping Location, Shipping Address and Ship To Contact match what you chose, and that Order Memo carries the delivery instructions from the address.
   Order record — internal

   The Path across the top, then the order's own fields: shipping location and address, ship-to contact, price book, and the delivery note copied into Order Memo
8. Click the Related tab and confirm Order Products lists the line you ordered and Order History logs the order being created and its status change, each with a name and a timestamp.

What you're checking: that a half-built order survives being walked away from — the client rings off mid-list, you save, and you come back to it later without retyping anything.

1. Start a fresh order from the client record with Create Order, add two different products and set a quantity you will recognise later, such as 3 and 5.
2. Click Continue to Review, then click Save Draft at the top right rather than continuing.
3. Close the window with the X at the top right.
4. Open the client's Orders related list and find the newest order. Its status reads Draft.
5. Open that draft. Under the highlights, the button reads Resume Order — not View Order. An order that has already been placed shows View Order instead, and opens read-only. The guide used to call this "Recent Order" — that wording was wrong and has been corrected.
6. Click Resume Order. The wizard reopens on the step you left, with both products and both quantities exactly as you set them.
7. Change one quantity, finish the order through Shipping and Confirm, and confirm the changed quantity is what appears on the confirmation.

What you're checking: the exact two fields you reported as missing — Exclusive Supply Product Access? and Related Price Book — and where they live on the client record. They are inside a section that is collapsed by default, which is why they are easy to miss even when your permissions are right.

1. Open your test client record and stay on the Details tab.
2. Scroll past Compliance Information until you reach the grey bar headed Budgetary Responsibility (Admin Only). It has a chevron pointing right, which means it is closed.
3. Click that grey bar once. The section opens and its fields appear.
   Client record — Budgetary Responsibility expanded

   Exclusive Supply Product Access? and Related Price Book sit at the foot of the section, each with a help icon
4. Find Exclusive Supply Product Access? near the bottom of the left column. It is a Yes/No field with a small information icon — hover it and the help reads "Does this Client account have access to exclusive supply items?". Note the current value.
5. Find Related Price Book immediately beneath it. It is a link to a price book record; its help reads "The Pricebook related to this Client Account". Note which price book is named.
6. Click the Related Price Book link to open that price book. Check its Details: the name, Active ticked, and a field called Exclusive Product Catalog?.
   Price Book record

   A price book knows whether it is the exclusive one — that is the flag the assignment rule looks for
7. Click the Related tab on the price book. Price Book Entries lists the products it contains, and Clients lists the client accounts pointed at it.
   Price Book — Related

   The catalog's contents and the clients using it, on one screen

What you're checking: the second half of your report — "Price book is empty after clicking in App Launcher". The tab is not empty; it opens on a view that only lists records you have opened before.

1. Click the App Launcher (the grid of nine dots, top left), type Price Books and open it.
2. Look at the view name under the tab heading. On a fresh login it reads Recently Viewed, and it will be empty or nearly empty — that is what you saw last round.
3. Click the small arrow beside Recently Viewed to open the list-view picker, and choose All Price Books.
4. Confirm the list now shows the org's price books with an Active tick beside each. Recently Viewed is a Salesforce-wide default on every object's tab, not something specific to price books. If a list looks empty anywhere in Salesforce, check the view name first — it is the single most common cause.
5. Pin the view if you like — the pin icon beside the view name makes All Price Books your default next time.
6. Open each price book in turn and note, from its Details, whether Exclusive Product Catalog? is Yes or No. You will use both in the next scenario.

What you're checking: that the price book named on the client record is the list the ordering screens hand you — and that nobody is ever asked to choose one.

1. Open the price book named in the client's Related Price Book field, click Related, and count the rows in Price Book Entries. Write that number down.
2. Go back to the client record and click Create Order.
3. Read the line above the product list: "n products found". It should match the number of active entries you just counted.
   Create Order — the client's catalog

   The product count is the client's price book, loaded without anyone choosing it. The Filters panel offers client, search and category — no price-book picker
4. Confirm the Filters panel on the left has CLIENT / FACILITY, SEARCH PRODUCTS and CATEGORY — and no price book or catalog control anywhere on the screen. Choosing one is not your job.
5. Search for a product you know is not in this client's price book. It does not appear — the list is limited to the client's own catalog.
6. Close the window with the X.
7. Open a different client that uses a different price book, click Create Order, and confirm the product count changes to match that client's catalog instead.

What you're checking: the scenario you could not complete last round. Changing one Yes/No field on the client should re-point its price book automatically, and the very next order should offer a different set of products. Nobody edits a price book link by hand.

1. Open your test client, expand Budgetary Responsibility (Admin Only) and write down the current values of Exclusive Supply Product Access? and Related Price Book.
2. Click Create Order, note the "n products found" count for the current catalog, then close the window.
3. Click the pencil beside Exclusive Supply Product Access?, change it from No to Yes, and click Save. Clicking one pencil opens the whole record as a single edit form with Cancel and Save at the bottom — that is normal Salesforce behaviour, not a fault.
4. Refresh the record and look at Related Price Book. It has changed on its own to the catalog flagged Exclusive Product Catalog? = Yes. You did not touch it.
5. Click Create Order again and read the product count. It is now the exclusive catalog's count, not the standard one.
   Create Order — after switching to the exclusive catalog

   Same client, same button, a shorter list. The switch on the client record is the only thing that changed
6. Compare the two lists. Products that are only in the standard catalog are gone; anything unique to the exclusive catalog has appeared.
7. Close the window without placing an order.
8. Set Exclusive Supply Product Access? back to its original value and Save. Refresh and confirm Related Price Book has followed it back, then reopen Create Order one last time and confirm the original product count has returned.

What you're checking: that the catalog decision is recorded on the order itself, so months later you can still tell which price list a client was on when they ordered. This is the scenario where you had to hunt for the order last round — the Orders related list is back, so start there.

1. Place a small order for your test client using Create Order (one item is enough), and note the order number from the confirmation.
2. Close the window and open the client's Orders related list — first tile in the strip under the highlights.
3. Find your new order at the top of the list and open it.
4. On the Details tab, find the Price Book field and confirm it names the same price book as the client's Related Price Book.
5. Click the Related tab and open Order Products. Every line should be a product from that catalog.
6. Open one order product and confirm the price it recorded matches the price on that catalog's price book entry.

What you're checking: the screen that stopped you last round. Creating a location should ask which kind it is, then give you a form with a real address on it. Both halves of your finding are covered here, in order.

1. Open your test client record, click the Related tab and open Locations. The list shows the client's ship-to locations with their Location Type.
   Client record — Locations related list

   Every ship-to location for this client, with a New button top-right
2. Click New. A small window headed New Location opens first, asking you to Select a record type.
   New Location — record type chooser

   Four record types, where you pick Courier + Supplies (Courier is the default, so change it) — this is the step you reported as missing
3. Confirm the four choices are listed — Courier (the default), Courier + Supplies, Quest Only PU, Supplies — select Courier + Supplies and click Next.
4. Read the form that opens. Its heading names the record type you picked, for example "New Location: Courier + Supplies", and Client is already filled in with the client you came from.
   New Location form — top half

   Required fields carry a red asterisk: Client, Location Name, Location Type, Facility Location ID and Effective Date. Status defaults to Active and Workday WID and Altitude are both visible
5. Fill in the required fields: Location Name (use something you will recognise, such as "UAT Test Site" plus your initials), Location Type = Site, Facility Location ID (any short code that is not already in use, such as UAT-01), and Effective Date = today. Leave Status on Active.
6. Scroll down the form to the Address block. It has an Address Search box and then separate Country/Territory, Street, City, State/Province and ZIP/Postal Code fields.
   New Location form — the Address block

   The address you reported as missing, with its own search box and the five separate parts beneath it
7. Type a real, findable street address — a Phoenix-area one is ideal, for example 1255 West Washington Street, Tempe, AZ, 85281, United States. A real address matters: the next scenario looks it up on a map.
8. Click Save and wait for the record to open.

What you're checking: that saving a good address quietly does the geography for you. Nobody types coordinates; the system looks the address up and stores where it is and how high it is, so a courier can route to it.

1. Stay on the location you just created — or reopen it from the client's Locations list — and give it a moment, then refresh the page.
2. Find the Altitude field on the Details tab. It now holds a number you never typed, in feet, and its help text reads "Location Altitude (Feet)".
   Location record — after saving the address

   Altitude filled itself in from the address. Phoenix-area addresses land around a thousand feet; a Colorado one would be five thousand plus
3. Sanity-check the number against the place. An address in the Phoenix valley should be roughly 1,000–1,200 feet. If you used a mountain-state address expect thousands more. A zero or a blank would be the failure.
4. Check the Address field on the same tab prints the street, the city, the state and the ZIP you typed.
5. Now see it on a map. Go back to the client record, click Create Order, add any item, click Continue to Review, pick a Ship To Contact, and click Continue to reach Shipping Address.
   Shipping Address — one card per location

   Each card carries three small tools on its right: set as default, add or edit delivery instructions, and view map and altitude
6. Find your new location's card and click its third small icon, View map and altitude.
7. Confirm the Location Details window shows a map with a pin on your address, an ALTITUDE in feet, and a COORDINATES pair of latitude and longitude.
   Location Details — map, altitude, coordinates

   The payoff: the pin is on the address, the altitude is in feet and the latitude/longitude pair is stored on the record
8. Close the window and close the wizard without placing an order.

What you're checking: your finding that the Workday WID showed in the portal but not in Salesforce. Internal staff are meant to see everything, so all four Workday fields are on the location record — and this scenario is also how you confirm a location has been handed to Workday at all.

1. Open a location that has existed long enough to have synced — pick one from the client's Locations list other than the one you just made.
2. On the Details tab, find these four fields and read the help text on each:
   Workday WID — "Workday Location Record Identifier (WID)"
   WD Location ID — "Initial Workday Location ID returned in PUT call (Salesforce to Workday)"
   Workday Location Integration Submittal — the date and time the location was last sent
   Workday Error — empty when all is well
   Location record — Workday fields

   All four Workday fields sit on the internal location layout, alongside Altitude and the Address
3. Confirm the Workday WID holds a long identifier and the WD Location ID reads like CLIENT_SHIP-TO_ followed by the Facility Location ID. Some older locations were created before the Workday link existed and will have these fields empty. That is history, not a fault — pick a location whose Workday Location Integration Submittal carries a date.
4. Open the location you created in Scenario 1 and check Workday Location Integration Submittal there too. Creating a location queues it for Workday, so a timestamp should appear within a few minutes of saving.
5. Confirm Workday Error is empty on both. If it holds text, copy that text into your comments — it is the integration telling you exactly what it rejected.
6. Compare against the portal if you have a portal session open: the same identifier appears there. Internal is not meant to show less than the client sees.

What you're checking: the reactivation path you could not reach last round, because Status and the address were not visible to you. A location that is out of service should stop being offered as a delivery address, and turning it back on should put it back.

1. Open your Scenario 1 location and find Status on the Details tab. Its help text reads "Only use Active - Temp Facility when a location is using an alternate location for a short period."
2. Click the pencil beside Status and open the list. Three values are offered: Active, Inactive, Active - Temp Facility.
3. Choose Inactive and click Save. Confirm the record saves with no error and Status now reads Inactive.
4. Check the separate Inactive field on the same layout and note what it says — it is the flag the Workday feed reads, and it is deliberately distinct from Status.
5. Confirm the effect. Go to the client record, click Create Order, work through to Shipping Address and confirm your inactive location is no longer offered as a card.
6. Close the wizard, reopen the location, set Status back to Active and Save.
7. Confirm the address is still intact — street, city, state, ZIP and the altitude all survive the round trip — and that the location is offered again on Shipping Address next time you open the wizard.

What you're checking: that a delivery note said once is remembered — it prints on the address card, it rides along on every order to that address, and it reaches the order record where fulfilment can read it. Plus the small convenience of marking one address as the client's default.

1. Open the client record, click Create Order, add an item, Continue to Review, choose a Ship To Contact, then Continue to reach Shipping Address.
2. Find your Scenario 1 location's card and click its second small icon, Add delivery instructions (it reads Edit delivery instructions once a note exists).
3. Type a standing instruction that belongs to the address rather than to one order — for example "Deliver to the rear loading bay; gate code 4417" — and save it. The window offers two boxes and they mean different things. The first is the standing instruction kept against the address for every future order. The second is a comment for this order only. Use the first one here.
4. Confirm the note now prints on the location's card, under the address, without opening anything.
5. Select that card, click Continue, and check the Confirm screen: the note appears under DELIVERY INSTRUCTIONS beneath the shipping address.
6. Click Place Order, then open the resulting order from the client's Orders list.
7. On the order's Details tab, find Order Memo. It reads "Delivery Instructions:" followed by your note — that is how the instruction reaches fulfilment.
8. Optional, and reversible: back on Shipping Address, click the first small icon on a card, Set as default location. That card gains a DEFAULT badge and the words "This is your default location", and it is preselected next time. Set the client's original default back afterwards.

What you're checking: your finding that the copy control said "Copied!" while the clipboard kept whatever was in it before. The check below deliberately puts something else on your clipboard first, so a false success cannot slip past.

1. Before you start, put a marker on your clipboard: open any text box — the search bar will do — type the word MARKER, select it, and press Ctrl+C (Cmd+C on a Mac). Clear the box afterwards.
2. Place a small order for your test client from Create Order — one item, any contact — and continue through to the Submitted screen.
3. Find the order number in the large badge under the words ORDER NUMBER. There is a small copy icon inside the badge, and hovering it shows the tooltip "Click to copy".
4. Click the badge. A small Copied! message appears beside it.
   Submitted — order number copied

   The badge doubles as the copy control, and confirms with Copied! beside it
5. Prove it. Click into any text box and press Ctrl+V (Cmd+V). The order number should paste — not the word MARKER.
6. Compare what pasted against the number on screen, digit for digit. Some locked-down browsers refuse clipboard access to any web page. If yours does, the message changes to tell you which keys to press instead, and the number is left highlighted so a single keystroke copies it. Either outcome is a pass; silently pasting the wrong thing is not.
7. Keep this order open on the Submitted screen — the next scenario starts from here.

What you're checking: setting up a recurring order from the order you just placed, and then the button that did nothing last round — View Template. It now opens the template record in a new browser tab.

1. On the Submitted screen from Scenario 1, find the row of five actions and click Set Up Recurring Order.
2. Read the window that opens: Recurring Order Settings — Configure how often this order should be automatically generated.
   Recurring Order Settings

   Frequency, start and end dates, and a live Schedule Preview that recalculates the next order date as you change them
3. Set the Frequency. Open the list and confirm it offers Monthly and Bi-Weekly. Leave it on Monthly.
4. Set a Start Date of today. Leave End Date empty — it is optional and means "keep going".
5. Watch the SCHEDULE PREVIEW panel underneath. NEXT ORDER DATE recalculates as you change the frequency or the start date — try switching to Bi-Weekly and back and confirm the date moves.
6. Click Create Recurring Order and wait a few seconds.
7. Confirm a teal banner appears above the progress bar: Recurring Order Template Created! — "Your recurring order has been set up. Orders will be generated automatically based on your schedule." It carries a View Template button and an X to dismiss it.
   Recurring Order Template Created

   The confirmation banner with View Template — the button that did nothing at all last round
8. Click View Template. A new browser tab opens on the template record. Switch to it and confirm it is a real order record with a number of its own. If your browser is set to block pop-ups it may hold the tab back and show a small blocked-pop-up icon at the right of the address bar. Click it, allow pop-ups for this site, and click View Template again. That is the browser talking, not the application — but do note it in your comments if it happens, because we want to know how often it does.
9. Write down the template's order number and keep the tab open — Scenarios 3 and 4 use it.

What you're checking: that the template is a proper record with its own schedule, its own run history and its own list of what it has produced — not a hidden setting on the original order.

1. Open the template record from Scenario 2 (or from the client's Orders related list — templates appear there too).
2. Check the top of the record. Status reads Draft and Order Amount is $0.00. Draft on a template is correct and permanent. A template is a pattern, never a shipment — it is not something anyone approves or fulfils. The orders it produces are the real ones, and they carry real statuses.
3. On the Details tab, read the Order Template Information section: Order Record Type reads Template Order, and beside it sit Schedule Type, Template Status, Order Start Date, Order End Date, Next Run Date and Remaining Occurrences.
   Template order record

   A template has its own record type, its own schedule fields and its own run log — and an Edit Recurring Order Settings button in the highlights
4. Confirm Template Status reads Active and Next Run Date matches the date the preview showed you when you set the schedule up.
5. Read the Order Template Logs section below it: Last Run Date, Last Run Status and Last Run Error. On a brand-new template these are empty; on one that has run they carry a date and the word Success.
6. Click the Related tab and confirm Order Products lists the items the schedule will send each time.
7. Find the Generated Orders tab in the right-hand panel (beside Activity) and open it. On a new template it is empty; the next scenario uses one that is not.

What you're checking: that a standing order can be stopped and started from one place, and that the record tells you plainly which state it is in. Do all of this on the template you created in Scenario 2, never on a client's live schedule.

1. Open your template record and click Edit Recurring Order Settings in the highlights panel.
2. Read the window: Edit Recurring Order Settings — Update the schedule for this recurring order template. It repeats the schedule fields, the schedule preview, and adds a CURRENT STATUS block with STATUS, LAST RUN and LAST RESULT.
   Edit Recurring Order Settings

   Everything about the schedule in one window, including Pause Recurring Order and Cancel Recurring Order
3. Change the frequency from Monthly to Bi-Weekly, watch the preview date move, and click Update Recurring Order. Reopen the record and confirm Schedule Type and Next Run Date have both changed.
4. Reopen the window and click Pause Recurring Order.
5. Confirm the record now shows the paused state, and that reopening the window offers Resume Recurring Order where the pause button was. A paused schedule produces nothing until it is resumed.
6. Click Resume Recurring Order and confirm it returns to Active with its next run date intact.
7. Now cancel it. Reopen the window and click Cancel Recurring Order. Confirm Template Status on the record becomes Cancelled.
8. Reopen the window one last time and confirm the buttons have changed again — a cancelled schedule offers Activate Recurring Order, so a client who changes their mind does not need a new template built from scratch.

What you're checking: the biggest change in this module. A delivery a schedule produces used to appear as a draft and wait for someone to notice it. It now goes through the same supply-allowance review as an order placed by hand, and comes out approved, under review, or declined — with the client emailed either way.

1. Open a recurring template that has been running for a while — ask us for one if your client has none, or use the client's Orders list to find an order whose record type is Template Order.
2. Open the Generated Orders panel on the right of the template record. Its heading reads Generated Order History — Review all historical orders from this template.
   Generated Orders — the template's own history

   Newest first: order number, status chip, the date it was generated, how many items and the total quantity
3. Read the list from the top. Each row gives the order number, a status chip, the date it was generated, the item count and the total quantity.
4. Look at the pattern. Recent deliveries carry real decisions — APPROVED, IN PROGRESS or DENIED. Older ones, generated before this change, are still DRAFT. Both are correct. Deliveries created before the automatic-review change were left at Draft on purpose rather than being retro-fitted, so a mixed list is exactly what you should see. Judge the behaviour by the recent rows.
5. Open one of the recent deliveries. On its Details tab, check the Compliance Status section: it names the decision and the reason the engine reached it.
6. Check the same order's Order History on the Related tab — it logs the order being created and then its status change, timestamped, with no human in between.
7. Open a delivery that came out Denied if the list has one, and read its decision reason. That same wording is what the client sees on their order in the portal — the portal modules cover the client side of it.
8. See it happen for yourself, if you have the time. Open your own template from Scenario 2, click Edit Recurring Order Settings, and set the schedule so the Next Run Date is today. Deliveries are generated overnight, so check the Generated Orders panel again on your next testing day — a new order should be listed, carrying a real status rather than Draft.

What you're checking: the fix for your finding. An order inquiry should be reachable from the order, not only by searching a case number you had to be told. Two routes are tested here: from the order, and from the case number the client quotes.

1. Have an inquiry to work with. Either ask a colleague on the portal side to raise one from an order and give you the number, or raise one yourself: place an order from Create Order and, on the Submitted screen, click Submit an Order Inquiry, fill in the description and click Next.
   Inquiry submitted

   The client is handed the case number straight away: "Case 018… has been created. Use this number when you contact us about this inquiry."
2. Open the order the inquiry was raised against, from the client's Orders related list.
3. Click the order's Related tab and find the Cases related list. Your inquiry is listed there with its case number, subject, the date it was opened and its priority.
   Order record — Related tab

   The Cases related list connects the inquiry to its order — the link that was missing last round
4. Open the case from that list and read the top of the record. Case Number in the highlights is the eight-digit number the client was given.
5. Note the second form of the number. On the Details tab the Case Number field shows a longer, date-stamped version — the date, then the same eight digits. This is why searching had to be done on the last eight digits. The long date-stamped string is a display field; the number Salesforce actually stores and searches is the eight-digit one. Search the eight digits, or — better — reach the case from the order as you just did.
6. Check the rest of the Details tab: Client Name is the practice, Client ID is their number, Type reads Supply Order Inquiry, Related Supply Order links back to the order you came from, and Contact Name is the portal user who raised it.
   Case record — internal

   Client, Client ID, Type, Related Supply Order and the contact — all stamped automatically when the inquiry was raised
7. Confirm Case Owner reads Supply Order Support — the queue, not a person. That is the routing working.
8. Click the Related Supply Order link and confirm it takes you back to the right order. The link works in both directions.

What you're checking: the reply route that answers your question "where can the case status be seen in the portal?". Writing into Client Response on the case is what turns the client's order from "we're on it" into "there's an answer waiting", and prints your words on their order page.

1. Open the case from Scenario 1 and go to the Details tab.
2. Scroll to the Additional Information section. Client Response sits in the right-hand column, just below Case Resolution and beside Close Case Comments. It carries a help icon. Client Response is the only field on the case the client ever reads. Internal Comments and Close Case Comments stay inside Salesforce — write anything you would not say to the client's face in one of those instead.
3. Click the pencil beside Client Response and type a real answer, for example "Thanks for checking. Your order left our Phoenix depot this morning and the courier is scheduled to deliver it tomorrow before noon."
   Case record — writing the reply

   Clicking one pencil opens the whole case as an edit form. Client Response is highlighted amber while it holds an unsaved change
4. Click Save at the bottom of the form. Editing one field opens the whole case, so Salesforce also checks the other fields this case type requires. If Save stops with "We hit a snag" and points at Case Origin, set Case Origin to Sales Support and Save again — inquiries raised in the portal arrive with that field empty, and of the values on offer this is the one that keeps the inquiry with the Supply Order Support team. Please note in your comments whether this happened to you.
5. Confirm the case saves and Client Response now shows your text on the record.
6. Now look at the client's side. Ask your portal colleague to reload the order — or use a portal session yourself — and open the order the inquiry came from.
7. Confirm the order page carries a Support case card marked Answered, holding the case number, the subject, an Opened date, an Answered date, and your words under Response from our team.
   Portal order page — after the reply

   The client sees the case flip to Answered and reads the reply in place, with no email to dig out
8. Check the portal's My Orders list too: that order's row now carries an Inquiry answered tag where it previously said Inquiry open.
   Portal My Orders — the answered tag

   The tag on the row is the at-a-glance answer to "where can I see the status of my case?"
9. Read your own words back as a client would and note in your comments whether the wording and the placement work for a practice manager. This is the part where your judgement matters more than the mechanics.

What you're checking: the rest of an agent's day — claiming a case out of the queue and closing it once the client has their answer, including the one thing the system will not let you skip.

1. Open the case you answered in Scenario 2. Case Owner still reads Supply Order Support.
2. Click Take Ownership in the header and confirm. Case Owner becomes your name — that is how a queue case becomes somebody's job.
3. Click Close Case in the header.
4. Try to close it without a comment first. Leave Close Case Comments empty and save.
5. Confirm you are stopped with the message "Before Closing the Case need to enter value in Close Case Comment", pointing at that field. Nothing is lost — the form stays open. This is deliberate, and it is a rule for the whole business, not just supply orders — no case gets closed without someone writing down why. Close Case Comments stays internal; the client never sees it.
6. Type a closing note — "Delivery date confirmed to client, no further action" — and save.
7. Confirm Status is now Closed and a Date/Time Closed has been stamped.
8. Check the Case History panel on the right: it lists the creation, the status changes, and who made each one, with times.
9. Check the client's side once more. The order still shows the Support case card with the reply — closing the case internally does not take the answer away from them.

What you're checking: the internal half of order tracking — that a status change saves cleanly, the Path bar keeps up, and the audit trail records who did what and when. It is also how you check the client's "Last Updated" is telling them the truth.

1. Open one of the orders you placed earlier from the client's Orders related list.
2. Look at the Path bar under the highlights. Its stages are Draft · In Progress · Approved · In Fulfillment · Shipped · Denied · Canceled, with the current one picked out.
3. Click the In Fulfillment stage on the Path and then Mark Status as Complete.
4. Confirm the save completes with no error banner and the Path moves on. The Status field on the Details tab agrees with it.
5. Open the Related tab and read Order History. A new row logs the status change — old value, new value, your name and the time.
6. Check Order Products on the same tab: the line items and quantities, unchanged by the status move.
7. Compare with the client's view. On the portal the same order's Order Progress card should show the new stage and a fresh Last Updated time, and its Order History should list the same change in plain words.
8. Note in your comments how long the portal took to catch up. It should be immediate on reload.

What you're checking: that the notifications actually arrive and read well. This one needs a real inbox, so set it up before you start.

1. Confirm which contact the notifications will go to: open the order and read Ship To Contact, then open that contact and note the email address on it.
2. Place a fresh order for that client from Create Order, choosing that contact as the Ship To Contact.
3. Check the inbox within a few minutes. A confirmation should arrive naming the order number.
4. Read it as a client would: does the subject say which order it is about? Is the status stated in words a practice manager understands? Is the Sonora Quest logo showing?
5. Now change that order's status as you did in Scenario 4 and check whether a second message arrives for the change.
6. Note in your comments exactly which messages arrived, how long each took, and anything about the wording you would change. Wording feedback here is genuinely useful — it is easier to change than anything else in this guide.

What you're checking: that the review reaches the right person by itself. Nobody should have to run a report to discover an order is sitting on their desk.

1. Confirm you own the client. Open the client record and check the Owner field reads your name.
2. Place an over-limit order for that client — internally with Create Order from the client record, using the supply and quantity above. If you place it from the Provider Portal instead, because you also test Track A, the portal does not read the usage feed: every product there shows an estimated allowance of 50 badged Limit Estimated, so ask for more than 50. Note the order number.
3. Check the bell. Within a minute or two a notification headed Compliance Approval Required should appear under the bell icon in the Salesforce header, naming the order and the client. Click it — it takes you to the order.
4. Check your email. A message subject Action Required — Order 000… Pending Compliance Approval should also arrive, telling you the order needs your compliance review and how long the window is. The email goes to the address on your Salesforce user record. If nothing arrives, check the address is one you can read and look in junk — and either way carry on with the bell notification, which is the primary route.
5. Open the order record and look for the panel headed Order Items Waiting for Approval. It holds the review screen. This panel is deliberately invisible to everybody except the approver it belongs to, and it disappears the moment the order is decided. If you open somebody else's pending order, or an order that has already been resolved, you will not see it — that is correct behaviour, not a missing component.
6. Check the order's own status while it waits: Status is In Progress and the Path bar sits on In Progress. Nothing has gone to Workday.

What you're checking: whether the screen answers the reviewer's four questions — who asked, for how much over, what does it cost, and why — without them opening anything else.

1. Open the review panel on your pending order.
   Compliance approval review

   The whole decision on one screen: who submitted it, how many lines, the total cost impact, then each line with requested against allowed and the reason it was flagged
2. Read the three facts across the top: SUBMITTED BY, ITEMS TO REVIEW and TOTAL COST IMPACT. The cost figure is the money value of the extra units — not the order total.
3. Read the line row. It carries the product name, a status chip, the unit of measure, and REQUESTED n → ALLOWED n. A bar underneath fills to the proportion the client is entitled to.
4. Read the two explanations under the bar. One is arithmetic — n% over the allowed amount · $n cost impact. The other is FLAGGED FOR REVIEW followed by the rung of the ladder that escalated it — on the PIPET TRANSFER W/GRADUATIONS line above, "A requested quantity exceeds the allowed amount". A line can also be escalated on cost rather than quantity, and then reads "The order total exceeds the approved maximum cost". A line chipped No entitlement instead of Requires approval means the client's allowance for that product is zero — usually because they have already ordered their whole balance in the last 90 days. Approving it is still your call; the chip is telling you there is nothing left to draw on.
5. Find the provider's reason. The category the practice chose in the portal (and any free text they added) is printed on the line as Provider's reason. Confirm it matches what was entered when the order was placed.
6. Check the sentence above the lines: "Each line below is over the client's allowed amount. For every line, set the quantity you want to approve, or remove the line. If you remove every line, the order is denied." Note whether that is clear enough on a first read.
7. Note what is not listed. If the order also contained lines that were within the allowance, or overages small enough to pass on their own, they are not shown here — a note at the bottom says how many were auto-approved and will ship as requested. Only what needs a human is on the screen.

What you're checking: the middle path, which is the one that will actually be used most — not a flat yes or no, but "you can have some of it, and here is why". Including whether the client ever finds out what you decided and on what grounds.

1. Type a smaller number into Quantity to approve — the allowed figure beside it is a sensible choice, which on the internal PIPET TRANSFER W/GRADUATIONS order above is 12, or 50 if you placed it from the portal. The box will not accept more than was requested, and it will not accept a fraction.
2. Watch the recap above the buttons. It should change from Approving 1 of 1 line to Approving 1 of 1 line · 1 trimmed, and the green button should relabel itself from Approve order to Approve with changes. The screen tells you what you are about to do before you do it.
   Review screen with an adjusted quantity

   Quantity to approve dropped to the allowed figure. The recap now reads 1 trimmed and the button has become Approve with changes
3. Fill in Reason for this line (shown to the client) with a sentence you would be happy for the practice to read — this text is printed on their order.
4. Try the Remove from order switch on the line and watch the recap change to 1 removed, then switch it back off. If you removed every line the recap would tell you nothing will ship and steer you to Deny instead.
5. Add a line into Comments — optional for an approval, required for a denial.
6. Click Approve with changes and wait for the screen to finish.
7. Check the order record. Status should now be Approved, the Path bar should have moved on, and in the Compliance Status section Compliance Locked should be ticked. The line's quantity should be the number you approved, not the number requested.
8. Check the client's side. On the Provider Portal, their order page should show the new quantity, the Approved stage, and your per-line note against the item.
   Provider Portal — the client's view while an order is in review

   Before your decision the client sees In Progress with the engine's reason. After it, the same page carries the approved quantity and your note
9. Check the email. The submitter should receive a message listing the supplies with the requested quantity, the approved quantity, and a status of Adjusted against anything you changed — with your reason in the last column.

What you're checking: that a denial takes two deliberate actions and cannot be done without writing down why. This is the guard that stops an order being killed by a mis-click.

1. Open the review panel on your second pending order.
2. Leave Comments empty and click Deny entire order.
3. Read the confirmation. A dialog appears headed Deny this entire order? and warns "Denying cancels every line on this order. To reduce or remove individual items instead, close this and adjust the lines above."
   Deny confirmation

   Denial takes two clicks and offers the gentler option first. Back to review returns to the lines with nothing lost
4. Click Confirm deny with the comment box still empty. You should be stopped by a message headed Reason required asking you to add a comment explaining the denial. Nothing is saved.
5. Click Back to review, then type a real reason into Comments — something the client could be told, such as "This exceeds the agreed monthly allocation for this site. Please raise a separate request with your account manager if the volume is permanent."
6. Optionally add a per-line note in Reason for this line (shown to the client) as well. The order comment explains the decision; the line note explains the item.
7. Click Deny entire order again, then Confirm deny.
8. Check the order record. Status should read Denied, the Path bar should sit on Denied, and in the Compliance Status section Compliance Locked should be ticked.
   Order record — denied

   Status Denied, the Path bar moved to Denied, and the order still carries its full compliance history on the Compliance Log tab

What you're checking: that the client is told, in their own portal, that the order was declined and why — and that they have an obvious way to ask a follow-up question without ringing anyone.

1. Open the Provider Portal as the client (or ask your portal colleague to) and go to My Orders. The denied order's row should carry a Denied status.
2. Open the order. The header carries a red Denied chip beside the order number, and the Order Progress bar sits on Denied.
   Provider Portal — a denied order

   The Review Decision panel turns red and states the reason in plain words. Submit an Order Inquiry is right there for the follow-up question
3. Read the Review Decision panel. On a denied order it is outlined in red and states the engine's reason in plain language — for example "A requested quantity exceeds the allowed amount" or "The order total exceeds the approved maximum cost".
4. Check the items card. Any per-line note the reviewer wrote appears against the item it belongs to. Anything the reviewer removed from the order is shown as removed rather than silently vanishing.
5. Judge the wording as a practice manager. Does the client know what to do next? Is the reason specific enough to act on, or does it only make sense to someone who knows the engine? Write your answer in the comments — this is the most useful feedback in the module.
6. Check that only View Order is offered — not Resume Order. A denied order is read-only to the client; they cannot edit it and resubmit.
7. Click Submit an Order Inquiry and confirm the follow-up route works from a denied order exactly as it does from any other (the portal track walks through the inquiry itself).
8. Check the email. The submitter should receive a message telling them the order was not approved, listing the supplies with a status of Denied and the reviewer's reason. As everywhere else in this guide, order emails leave no record inside Salesforce — a real inbox is the only place to check them.

What you're checking: that a denial is final and tidy — the review disappears, nothing goes to Workday, and the decision is on the record for anyone who asks later.

1. Reload the denied order record. The Order Items Waiting for Approval panel should be gone — the decision has been made, so there is nothing to review.
2. Check the Workday fields on the Details tab: Workday Order ID and Workday Order Integration Submittal should both be empty. A denied order is never handed to Workday.
3. Open the Compliance Log tab on the order. The audit trail should end with a decision entry recording the rejection, the reason and who made it.
4. Check Order History in the right-hand column: it should show the status moving to Denied, with your name and the time.
5. Confirm the order still reads properly. Client, items, quantities, shipping and the client's original justification are all still there. A denial is a decision, not a deletion.

What you're checking: that the deadline is real, visible and honest. Do this scenario first thing, then go and test another module while the hour runs — Scenario 2 picks the same order back up.

1. Place an over-limit order exactly as you did in PB6, and this time do not review it. Leave it alone. Use a third supply so you are not drawing on a balance the earlier modules have spent: 60 of FORM IRREPLACEABLE SPECIMEN LOG (supply 900005), whose allowance is 21. Placed from the Provider Portal the allowance is the estimated 50 instead, badged Limit Estimated — ask for more than 50, and the rule under test is the same either way.
2. Note the exact time you clicked Place Order, and the order number.
3. Read the Submitted screen. Under Review window closes in: a countdown is running. Read the paragraph above it and check it states all three outcomes: over-limit items are adjusted down to the approved quantity, anything approved at zero is removed, and if nothing remains the order is cancelled.
   Provider Portal — the review window counting down

   The deadline is stamped on the order when it is placed. The client is told what happens when it expires, before it expires
4. Reload the page. The countdown should pick up where the clock actually is, not restart — it is counting to a fixed deadline, not from your page load.
5. Check the deadline internally. Open the order in Salesforce; the Approval Release At field holds the absolute deadline. Confirm it is the time you submitted plus 1 hour.
6. Now go and do another module. Come back to Scenario 2 once the window has passed — give it a few minutes' grace, since the release runs on a scheduled sweep rather than to the exact second.

What you're checking: the auto-release. The order should have moved on by itself, at the entitled quantity, and the client should be able to see exactly what changed.

1. Open your Scenario 1 order in Salesforce.
2. Check the status. Status should now be Approved — released, not denied. The order is on its way.
3. Check the Compliance Status section. Compliance Status reads Auto Released, Compliance Locked is ticked, and Max Line Compliance Status still records what the line was flagged as before the release. The order remembers that it was over the limit.
4. Check the quantity — this is the point of the whole module. Open Related → Order Products. The line's quantity should now be the allowed figure, not the figure the client asked for — 21 for the internal LAV order above, or 50 if you placed it on the portal, less anything already approved for this client in the last 90 days. The engine shipped what they were entitled to. Nothing is auto-denied, ever. An unreviewed order is trimmed to the entitlement and released. The only case that ends in a cancellation is Scenario 3, where trimming leaves nothing at all to ship.
5. Open the Compliance Log tab. The trail should end with an Auto-Released entry whose source is the timeout path and whose reason says, in words, that no action was taken inside the window so the client's entitlement was shipped.
   Order — Compliance Log after the auto-release

   The whole life of the order in one trail: Submitted, Evaluated with 120 → 50 and the cut percentage, Requires Approval, then Auto-Released with the reason spelled out
6. Look at the client's side. On the Provider Portal the order now shows Approved, the item quantity is the trimmed figure, and the Review Decision panel still explains why it was flagged.
   Provider Portal — after the auto-release

   The client asked for 120 and has 50 — their entitlement — with the reason still on the page. View Order only: the order is locked
7. Check My Orders: the row should have moved out of In Review and now reads the trimmed quantity.
8. Check the inbox. An email should confirm the outcome and list what actually shipped against what was requested.
9. Judge it. Would a practice manager understand, from the portal alone, that they received less than they asked for and why? Say so in your comments — this is the scenario most likely to generate a phone call at go-live.

What you're checking: the second half of the timeout rule. If every line on an unreviewed order trims to zero there is nothing to send, and the order is cancelled rather than shipped empty. You are reading an order this already happened to.

1. Open the order we give you and check Status reads Canceled, not Denied. The distinction matters: nobody rejected this order, there was simply nothing left to send.
2. Check the Compliance Status section. Compliance Status reads Auto Released — the same timeout path — while Compliance Locked is ticked.
3. Open the Compliance Log tab and read the trail. It should record the lines being removed and then the cancellation, each with its own reason, so an auditor can see the order was emptied by the rule rather than by a person.
4. Check the Workday fields on the Details tab: Workday Order ID and Workday Order Integration Submittal should be empty. A cancelled order is never handed over.
5. Compare the two endings side by side with your Scenario 2 order and confirm you can explain the difference in one sentence: lines survived, so it shipped; nothing survived, so it was cancelled.
6. Consider the client's experience. Note in your comments whether "Canceled" with the reason shown is enough for a practice whose order simply evaporated, or whether that case needs a dedicated message.

What you're checking: that the lock is applied consistently, whatever the answer was — and that the record still says what the decision was, so the lock is not hiding anything.

1. Collect the three orders you have made so far: the one you approved in module PB6, the one you denied in module PB7, and the one that auto-released in module PB8.
2. Open each one in Salesforce and scroll the Details tab to the Compliance Status section.
   Order record — the Compliance Status section

   Everything the engine decided, in one block: status, the reason, whether approval was required, the client's justification, the configuration version used — and Compliance Locked ticked
3. Confirm Compliance Locked is ticked on all three. Approval, denial and auto-release all lock the order. The lock means "settled", not "successful".
4. Read the rest of the block on each and confirm it still tells the story: Compliance Status (the outcome), Compliance Decision Reason (which rung of the ladder decided it), Max Line Compliance Status (the worst any single line reached), Compliance Requires Approval, and Last Compliance Evaluation.
5. Note Compliance Config Version. It records which version of the compliance rules was in force when this order was judged — so a decision made last quarter can still be explained after the thresholds change. This is the field that answers "why was that allowed in June but not now?" without anyone having to remember. It should match the version shown at the bottom of the Compliance Configuration page (module PB11).
6. Check a Draft order for contrast. Open any order still in Draft and confirm Compliance Locked is unticked and Compliance Status reads Not Evaluated. Orders are only locked once the engine has finished with them.

What you're checking: the half of the lock that a practice will actually meet. Once a decision is made, the client's order becomes something to read, not something to edit.

1. Open the Provider Portal and go to My Orders.
2. Find a Draft order first — its row offers Resume Order, which reopens the wizard so the client can carry on editing.
3. Now open your approved, denied and auto-released orders. Each should offer View Order and not Resume Order.
   Provider Portal — a decided order is read-only

   View Order and Submit an Order Inquiry, and nothing else. There is no route back into the wizard for an order that has been decided
4. Click View Order on the auto-released one and confirm the quantities are shown as text with no editable boxes, no Remove control and no Save.
5. Confirm the released quantity is the one displayed — the trimmed figure, not what was originally requested. The client's view agrees with what will actually ship.
6. Confirm the follow-up route still works. Submit an Order Inquiry should still be available: locked means the client cannot change the order, not that they cannot ask about it.
7. Try the reorder route. Reorder should create a brand-new draft rather than reopening the locked one. Check the new draft has its own order number and that the original is untouched.

What you're checking: that the reason a practice typed on the Review step is still findable weeks later, on the order, on the line, and in the audit trail — and that nothing could have got past the gate without one.

1. Open one of your over-limit orders in Salesforce and go to the Compliance Status section.
2. Find Compliance Justification on the order header. It should hold the reason the client gave, prefixed with the product it belonged to — for example "LABEL ZEBRA FIELD ACCESSIONING: New Patient Onboarding". Where several lines were flagged, all their reasons are rolled up here.
3. Confirm Compliance Justification Required is ticked on the same order. That is the engine recording that this order was not allowed to be submitted without one.
4. Go to the line. Open Related → Order Products and open the flagged line. Its own Decision Reason Code holds the category the client picked and Compliance Justification holds the text. The line also keeps Allowed Quantity, Cut Percentage, Cost Delta and Already Issued Qty — the numbers the decision was made on, frozen at the time.
5. Prove the gate. Start a new over-limit order in the portal and, without filling in a justification, try to move past Review Order. Continue stays disabled and the amber n item(s) need justification button stays in its place. There is no route past it — abandon that draft when you have satisfied yourself.
6. Check the approver's copy. Whatever the client wrote is printed on the review screen as Provider's reason (module PB6), so the person deciding sees the practice's own words rather than a code.
7. Check the auditor's copy. Open the Compliance Log tab on the order — the evaluation entry records the requested and allowed quantities and the reason the line was flagged, and any decision entry records who acted and what they changed.

What you're checking: that a delivery created by the schedule is a real submitted order, not a draft waiting for someone to press a button — and that you can tell at a glance which ones need attention.

1. Open your recurring template (module PB4 covers creating one) and click the Generated Orders tab in the right-hand column. Every delivery the schedule has produced is listed there.
2. Open one of the deliveries created since compliance went live and look at its Status. It should be Approved, In Progress or Denied — never Draft. Deliveries generated before this change are still sitting at Draft with a compliance status of Not Evaluated. Those are historical and are not a Fail — check the created date before you judge a Draft.
3. Check Order Source on the Details tab. A scheduled delivery reads Recurring, which is how you tell it apart from a portal order or one placed on the phone.
   Order record — a recurring delivery the engine flagged

   Status In Progress, Order Source: Recurring, and the Path bar sitting on In Progress. Nobody placed this order — the schedule created it, the engine evaluated it, and because it was over the allowance it went straight to the account manager for review
4. Read the Compliance Status section and confirm the delivery carries a real decision: a compliance status, a decision reason and an evaluation timestamp. It went through the same engine as everything else.
5. Compare several deliveries. Different quantities against the same allowance produce different outcomes on the same template — an early delivery may be Approved and a later one held, because each delivery deducts from the balance the next one draws on.
6. Check the client's list. On the Provider Portal, My Orders shows the deliveries alongside hand-placed orders, with the same statuses and tabs.
   Provider Portal — My Orders

   Deliveries appear in the client's own list with the outcome already decided. The At a glance panel counts how many are awaiting review

What you're checking: the case that worried us most — a delivery the practice was counting on quietly not happening. When the engine declines a scheduled delivery, both the client and the account manager get an email, because no one is at the screen to notice.

1. Find a flagged delivery — one with Order Source = Recurring that the engine sent to review (In Progress) or that the account manager has since denied (Denied). Ask us for one if your own template has not produced one yet.
2. Read the Compliance Decision Reason and satisfy yourself you can explain, in one sentence, why the engine declined this delivery.
3. Check the client's inbox. A message should have gone to the ship-to contact telling them the delivery was not approved, naming the order.
4. Check the account manager's inbox. A second message goes to the internal side — that is the point of the change. The practice's manager finds out at the same time the practice does. Both messages are sent without leaving a record on the order, so an inbox is the only place to check. Ask us to point the ship-to contact and your own user record at addresses you can read before you begin. If your test data is not set up that way, say so in your comments rather than marking a Fail.
5. Look at the client's order page in the Provider Portal. It should carry the Denied chip and a red Review Decision panel with the reason, exactly as a hand-placed denial does (module PB7).
6. Check the template is unharmed. Go back to the template record: a declined delivery must not pause or cancel the schedule. Next Run Date should still be set and the template still Active.
7. Judge the wording. A practice reading this email may have been relying on that delivery. Is it clear enough about what they should do next? Write your answer in the comments.

What you're checking: that a scheduled delivery over the allowance is treated as a real approval, not a special case — same reviewer, same screen, same window, same audit trail.

1. Find a delivery sitting at In Progress with Order Source Recurring. Ask us for one if you have none.
2. Open the Compliance Log tab on it. You should see the submission and the evaluation recorded exactly as they are on a portal order — with the actor recorded as the automated process rather than a person.
3. Check who it is with. The reviewer is the client's account manager, the same as in module PB6. If that is you, the review panel is on the record and you can decide it now.
4. Note the difference in the justification. A scheduled delivery has no one to type a reason, so there is no provider justification on the line — the reviewer decides on the numbers alone. Note in your comments whether that is enough context for a real decision.
5. Check the timeout applies too. The delivery carries an Approval Release At deadline like any other order, set to one hour after submission in this environment. If nobody reviews it, it releases at the allowed quantity (module PB8) rather than being lost.
6. Look at the client's view. The delivery appears under In Review in My Orders with the engine's reason on the order page — the practice can see it is being looked at without ringing anyone.

What you're checking: that every order can answer "what happened to me and why" without anyone needing access to a developer. This is the record a compliance review would be conducted from.

1. Open the order that auto-released in module PB8 — it has the longest story — and click the Compliance Log tab.
2. Read the header. It is titled Compliance Audit Log and subtitled Immutable transaction trace · Order. Nothing here can be edited by anyone.
   Order — Compliance Log tab

   Counts across the top, filter chips underneath, then the trail: time, event, the item and scope, requested against allowed, where it came from, why, and who
3. Read the counts across the top: TOTAL EVENTS, COMPLIANT, FLAGGED, LINE REMOVED and DECISIONS. Check they agree with what you know happened to this order.
4. Read the trail from the bottom up — it runs newest first. You should be able to follow: the order was submitted, each line was evaluated with its requested and allowed quantities, the order was routed for approval, and finally what resolved it.
5. Read one evaluation row in full. The REQUESTED → ALLOWED column shows both numbers and the cut percentage; SOURCE names what triggered the evaluation; REASON gives it in a sentence; ACTOR names the person or the automated process.
6. Use the filter chips — Lifecycle, Evaluation, Decisions, Line Changes — and confirm each narrows the list and that the counts on the chips are right.
7. Use the search box to find an entry by product name or reason.
8. Now widen out. Open the client record and click its own Compliance Log tab — the same trail across every order for that practice.
   Client record — Compliance Log tab

   The same audit view scoped to the whole practice, which is where a "why does this client keep going over?" conversation starts

What you're checking: the management view. One dashboard answers "what is on my desk right now", the other answers "how is this engine behaving across the business". Both need to be useful on a Monday morning without anyone explaining them.

1. Click Compliance Engine Dashboard in the app's top navigation bar.
2. Click Refresh and wait for the components to fill in.
   Compliance Engine Dashboard

   My Orders Waiting for Approval as a number and as a list, Auto-Released Orders, an auto-approval gauge and the approval timeline. The Refresh button re-runs every tile on demand
3. Read My Orders Waiting for Approval — the big number and the table beside it. It is scoped to you, so if you have a pending order from module PB6 or PB7 it should be counted here. Click View Report under it and confirm the report opens with the same orders.
4. Read Auto-Released Orders — how many orders nobody reviewed in time. In a live business this is the number that tells you the approval process is not being staffed.
5. Read the auto-approval gauge and the Approval Timeline chart. Note in your comments whether the split between what the engine handled by itself and what needed a person is the figure you would want on a management report.
6. Now open the second dashboard. Go to Dashboards, find the Compliance Engine Monitoring folder and open Compliance Engine Monitoring. Refresh it.
   Compliance Engine Monitoring

   Decision volume, the clients most often over their allowance, the routing trend, and cost exposure by status — the business-wide view
7. Read its four charts: Compliance Decision Volume, Top At-Risk Clients (the practices with the most over-allowance orders), Routing Trend Over Time and Cost Exposure by Status.
8. Say what is missing. Between them these two dashboards are the whole management view of Phase 2. Note in your comments any question you would expect to answer from a dashboard and cannot.

What you're checking: the page that decides everything you have tested in this track. Sonora Quest owns these numbers after go-live, so the question is whether this page explains them well enough for someone to change one on purpose. Read only — do not change a value.

1. Click Compliance Configuration in the app's top navigation bar. The page is headed Review & edit rules with the active record named beside it.
2. Expand Thresholds & Limits. It lays out the engine as a numbered ladder, and its subtitle tells you the rule that matters: evaluated top-down — the first rung that matches decides each order line.
   Compliance Configuration — the decision ladder

   Each rung states what it does, what it produces, the live value, and a worked example. This page is the plain-English specification of the whole engine
3. Read the ladder and match each rung to what you have seen in this track — the fallback allowance for a client with no history, orders that pass untouched, tiny cheap overages that are auto-approved silently, a per-line cost ceiling that always escalates, and the cut check that either auto-approves with a justification or sends the order for review. Today those numbers read: fallback allowance 50 units, low-dollar threshold $5, maximum cost $200 per line, cut threshold 20% and an overage factor of 2.0.
4. Read the worked example under each rung. Check the arithmetic against an order you actually placed and confirm the engine behaved the way the page says it will.
5. Expand Timing Windows and read the three values: how many days of usage history feed the allowance (90 days), how many days of recent orders are deducted from it (90 days), and how many hours a pending approval waits before releasing itself (1 hour, deliberately short so the timeout can be tested in one session). Confirm the last one matches the countdown you saw in module PB8.
6. Expand Admin Ratios and note the three multipliers for POL, IOP and Global — the "allowed portion" the client sees in their own breakdown on the portal's Review step. All three currently read 3.0 — three times measured usage, shown to the client as 300%. Their being identical is deliberate rather than a data error: it is a permissive cushion for go-live that Sonora Quest will dial down as real usage history builds up.
7. Expand Activation & Behavior. Note what Use Data Cloud says about itself: an outage blocks orders rather than falling back to guessed data. That is a deliberate choice and worth confirming Sonora Quest agrees with it. Portal orders do not read the usage feed today. Data Cloud will not serve an Experience Cloud session, so every line a provider prices in the portal falls back to the 50-unit allowance and the wizard badges the breakdown Limit Estimated. Orders you place internally do get the real figures. A portal allowance of 50 where you expected a client's real history is therefore expected behaviour, not a fault.
8. Expand Duplicate Detection and read the two settings behind the duplicate-order warning testers saw on the Review step: the window is 168 hours (seven days) and the match mode is exact.
9. Check the footer. It shows when the configuration was last changed and its Config version — the same string stamped on every order the engine judges (module PB9). It currently reads 2026.09.v4-UAT. An order judged before the settings were last changed keeps the older version string, which is the whole point of stamping it.

What you're checking: the handover at the end of the chain, and the three things you raised about it last round — the Workday identifier you could not see, the sync that stopped, and whether a portal order number can be used to find an order in Workday.

1. Open an approved order and scroll the Details tab to the Workday fields.
   Order record — the Workday fields

   Workday Order ID, Workday Order Integration Submittal, WD Location Reference ID and Workday Error — all visible to internal staff, which is the SQL2-193 fix
2. Confirm you can see all four: Workday Order ID, Workday Order Integration Submittal (the time it was handed over), WD Location Reference ID and Workday Error. Last round these were visible in the portal but not to you internally; that has been corrected.
3. Compare a decided order with a pending one. The Workday Order Integration Submittal timestamp appears only once an order reaches Approved — the whole point of holding over-limit orders at In Progress is that nothing crosses over until somebody has said yes.
4. Check a denied order. Its Workday fields should be empty. Nothing declined is ever handed over.
5. Check Workday Error. If a hand-off fails, the reason is written here. Note in your comments whether an empty field is enough to tell you a hand-off succeeded, or whether you would want a positive confirmation instead. Your SQL2-180 finding — only one item made it across — was an item-mapping problem, not a Salesforce one. Each product has to carry a Workday item identifier and a stocking unit of measure, and a single unmapped line rejects the whole order at the Workday end. If a hand-off fails during your testing, tell us the order number and the product rather than retrying.
6. Look at the line level. Open Related → Order Products, open a line, and find its Workday item identifier. That is the value Workday matches on.
7. Settle the SQL2-201 question for yourself. The Salesforce order number — the 000… you have been quoting all through this guide — is not sent to Workday and cannot be searched there. The link between the two systems is the Workday Order ID stamped back onto this record. Confirm that is what you see, and tell us if you need the order number carried across in the order memo instead.
8. If nothing has synced at all during your session, say so with a time — a stale integration handshake was the cause of your SQL2-181 finding and it is fixed by restarting the integration at our end, not by anything you can do.

What you're checking: that one page explains everything a provider will see on a supply card, and that what it says matches the portal. Read only in this scenario — you will change things in Scenario 2.

1. Click Supply Images in the navigation bar. The page is headed Supply Image Manager and lists every supply in the catalog, ten to a page, with a search box and two buttons: New Supply and Add Media.
   Sonora Quest Sales — Supply Images

   Each row is one supply: its picture, Supply #, name, and a chip saying where its image lives. Edit opens the full record.
2. Click the ⓘ next to the title and read Where are images stored? — images are saved as Salesforce Files in the Client Supplies library, shown to internal staff and to logged-in providers; there is no external host and no public link.
3. Type APTIMA in Search all supplies. The list narrows to SUPPLY #40274 — APTIMA SPECIMEN TRANSFER KIT PRINTABLE 100T/KT.
4. Click Edit on that row and read the Edit supply window top to bottom.
   Edit supply — SUPPLY #40274

   Left: the image with Upload and From library. Right: Supply name, Supply #, Unit of measure, the two Customer-facing fields, Category, Description, Unit cost and the Active switch. Below: the Image URL with a Copy button.
5. Read the two Customer-facing fields and hover their ⓘ. They are blank here — so the portal falls back to the supply name and supply #. When they are filled in, they are what the client sees instead. That is the whole SQL2-177 rule.
6. Read the Unit cost box and the amber note under it: No unit cost — compliance dollar limits are skipped for this supply. Remember this: the engine's dollar rules (the low-dollar auto-approval and the per-line cost ceiling) can only judge a supply that has a cost. In this sandbox most supplies have none, so those two rules stay quiet. Four supplies are the exception, and they are the ones the compliance modules depend on. For test client 77777 these four carry real laboratory usage, so their limits come from history rather than the 50-unit fallback, and each one is priced. The dollar rules measure the overage — the cost of units above the allowance — so a line inside its allowance is never stopped by them: LABEL ZEBRA FIELD ACCESSIONING (10750, $2.50 — 996 units used in 90 days, allowance 2,988); APTIMA SPECIMEN TRANSFER KIT PRINTABLE 100T/KT (40274, $4.50 — 11 used, allowance 28 (33 less 5 already ordered)); FORM IRREPLACEABLE SPECIMEN LOG (900005, $0.25 — 7 used, allowance 21); and PIPET TRANSFER W/GRADUATIONS (900010, $3.25 — 4 used, allowance 12, the tightest of the four and the easiest to push over). Every other supply in the catalog falls back to an allowance of 50. Leave these four alone in this module — changing a name, a number or a cost on one of them changes what other testers see in the compliance scenarios.
7. Read the Active switch and the line under it — Available in the order catalog. If a supply is Active but not on any price book, the line changes to a warning: it will not appear in the portal even though it is Active. Both conditions have to be true.
8. Click Cancel. Nothing has changed.
9. Now look at it from the client's side. In another tab, sign in to the provider portal with your portal login, click New Order and find SUPPLY #40274 in the catalog.
   Provider portal — Order Supplies

   The same supply number, the same picture, the name as its title, the description underneath, and the unit of measure as a small badge — every one of them set on the Supply Images page.
10. Match the card to the record: picture, number, name, description, unit badge. Note in your comments anything the card shows that you could not find on the Edit window, or the other way round.

What you're checking: the everyday job — a Workday description that no provider would recognise gets a customer-facing name and a proper photo, and the portal picks both up without anyone at Penrod being involved.

1. On the Supply Images page, search HEREDITARY and click Edit on SUPPLY #900004.
2. Type a Customer-facing name a provider would actually recognise, with your initials at the end so you can find it again — for example Hereditary Cancer Family History Form, pad of 25 (AC).
3. Type a Customer-facing item # — for example HC-FORM-25. Leave Supply name and Supply # exactly as they are: those are the Workday values and the sync depends on them.
4. Replace the picture. On the Upload tab click Upload Files and pick any PNG or JPG from your computer — a photo of a form pad, or any test image. The preview on the left changes as soon as the upload finishes and the row's chip will read Salesforce Files instead of External URL. The From library tab reuses a picture someone already uploaded — the Client Supplies library starts empty in this sandbox and fills up as testers upload, so by the second tester it will have something in it. Try it if there is.
5. Click Save changes. A green toast confirms the save and the list row now shows your new picture; the name in the list is still the supply name — the customer-facing name is for the portal.
6. Switch to your portal tab, refresh the New Order catalog and find the supply. The card now carries your name and picture, and the small supply number reads your customer-facing item #.
7. Go back and clear the picture's history. Reopen Edit, click the From library tab and confirm your upload is now in the Client Supplies library — that is where the next person will find it. Cancel.
8. One more read. Open Add Media from the page header — the same library, with grid and list views, where Marketing can upload a batch of photos in advance and rename them by clicking their titles. Click Done.