Order Reporting App, Email Notification

Release date 2021-02-15

Order Report App, Email Notification

To be approved by the Sales Manager. The Sales team leader handles [2. Confirmation] and then the Sales Manager handles [3. Approval]. If the order value is over 1 million JPY it will also be reported to the directors.

BPMN Nodes

1 1. Register order Reporter enters order details
3 1x. Rework The reporter corrects and resubmits the report
2 2. Confirmation The reporter’s boss confirms the report and returns any deficiencies.
4 3. Approval The manager reviews and approves the report

Workflow Diagram (click to open)

BPMN Icons
- Start Event
- End Event
- Join Gateway
- XOR Gateway
- Throwing Message Intermediate Event (email)
- Human Task

Variables (click to open)

= Sold-to party info = 0:
Company name q_Company 1:
Name of representative q_Representative 2:
Assignment q_Assignment 3:
Postal code, address q_Postal 4:
Phone number q_Phone 5:
Email address q_Email 6:
= Order info = 7:
Service contents q_Service 8: Type of service ordered
Dealing condition q_Dealing 9: Payment terms
Table of details q_Table 10:
Subtotal 1 q_Subtotal 12: The Sum of “Amount” column on #q_Table
Discount, etc. 2 q_Discount 14:
Content of Discount q_content 26:
Tax, etc. 3 q_Tax 16: Auto-calculation with #q_Subtotal
Total amount q_Total 18: Automatically calculates #q_Subtotal + #q_Discount + #q_Tax
= Internal message = 19:
Sales staff in charge q_Staff 20:
Remarks q_Remarks 21:
Message q_Message 22:

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Notes

You need to associate the Swimlane settings according to your organizational structure upon import
For practical use, please change the fixed values that have been set
- Display Labels in Select-type Data Items of “Service content” and “Dealing condition”
- Settings in “4. Notification to Directors”
  - To address