A quotation PDF file is generated with the drafted content.\nAfter the quotation is submitted, the quotation PDF file is uploaded to SharePoint Online.\nThe quotation results are also recorded in a ledger prepared in Excel Online on SharePoint Online.<\/div><\/div>\n\n\n
<\/span>Workers (Number of swimlanes: 2)<\/div>\n\n\n\n
\n- Sales<\/strong>\n
\n- Sales Representatives<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Supervisor<\/strong>\n
\n- Supervisor of the sales representative<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Workflow (Complexity of workflow diagram: 14)<\/div>\n\n\n\n
\n- 1. Draft Estimate Contents<\/strong>\n
\n- The sales representative drafts the quotation.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- 1x. Draft Correction<\/strong>\n
\n- The sales representative revises the drafting and resubmits it.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- 2. Approval<\/strong>\n
\n- The sales representative’s supervisor checks the quotation and returns it if it is incomplete.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- 3. Submit Quotation<\/strong>\n
\n- The sales representative submits a quotation and reports the date and time of the quotation.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- 4. Reporting Lost Orders<\/strong>\n
\n- The sales representative reports the results of the order\/lost order.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x1. Set PDF File Name<\/strong>\n
\n- The system generates strings from fixed values and system variables and sets them into data items.\u3000<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x2. Generate PDF<\/strong>\n
\n- The system inserts the values of the specified data items into a template and generates a PDF file.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x3. Upload to SharePoint Online<\/strong>\n
\n- The system uploads the quotation file to a designated folder in SharePoint Online.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- x4. Ledger Record<\/strong>\n
\n- The system provides detailed information on quotations in the Excel Online quotation ledger.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business process variables to be passed on (number of data items: 35)<\/div>\n\n\n\n
\n- <\/i><\/span> \u25bc Internal Commmunication \u25bc<\/strong> <\/span>
0<\/code> <\/li>\n\n\n\n- <\/i><\/span> Special Case Notes<\/strong> q_Remarks<\/span>
1<\/code> <\/li>\n\n\n\n- <\/i><\/span> \u25bc Submission Information \u25bc<\/strong> <\/span>
2<\/code> <\/li>\n\n\n\n- <\/i><\/span>Company Name<\/strong> q_Company<\/span>
3<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Representative<\/strong> q_Representative<\/span>
31<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Department and Title<\/strong> q_Assignment<\/span>
4<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Address<\/strong> q_Post_Address<\/span>
32<\/code> <\/li>\n\n\n\n- <\/i><\/span> Telephone Number<\/strong> q_Phone<\/span>
33<\/code> <\/li>\n\n\n\n- <\/i><\/span> Email Address<\/strong> q_Email<\/span>
34<\/code> <\/li>\n\n\n\n- <\/i><\/span> \u25bc Estimate Information \u25bc<\/strong> <\/span>
5<\/code> <\/li>\n\n\n\n- <\/i><\/span>Estimator<\/strong> q_Person<\/span>
6<\/code>- Inserted into the PDF<\/li><\/ul>\n
\n- ${processInstance.initQuserId}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>(Approving Supervisor)<\/strong> q_Approved<\/span>
35<\/code>\n\n- The processor is set for ‘2. Approval’.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Service Details<\/strong> q_Service<\/span>
36<\/code> <\/li>\n\n\n\n- <\/i><\/span>Terms & Conditions<\/strong> q_Trade<\/span>
7<\/code>\n\n- 3<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Date Quote Issued<\/strong> q_Issuance<\/span>
8<\/code>- Inserted into the PDF<\/li><\/ul>\n
\n- processInstanceStartDatetime.addDays(3)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Quotation Expiry Date<\/strong> q_Expiration<\/span>
9<\/code>\n\n- processInstanceStartDatetime.addDays(17)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> \u25c6 Itemised Table<\/strong> q_Details<\/span>
10<\/code> <\/li>\n\n\n\n- <\/i><\/span>Total Display 1<\/strong> q_Label1<\/span>
26<\/code>- Inserted into the PDF<\/li><\/ul>\n
\n- Subtotal (excluding tax)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Subtotal<\/strong> q_Subtotal<\/span>
11<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Total Display 2<\/strong> q_Label2<\/span>
27<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Discount \uff12<\/strong> q_Discount<\/span>
30<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Total Display \uff13<\/strong> q_Label3<\/span>
28<\/code>- Inserted into the PDF<\/li><\/ul>\n
\n- Consumption Tax<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Consumption Tax<\/strong> q_Tax<\/span>
12<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Grand Total<\/strong> q_Label_Total<\/span>
29<\/code>- Inserted into the PDF<\/li><\/ul>\n
\n- Total Amount Billed<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Total<\/strong> q_Total<\/span>
13<\/code>\n\n- Inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>\u25c6 Footer Message<\/strong> q_Footer<\/span>
14<\/code>\n\n- Questetra BPM Suite is a workflow product that enables business data to be transferred in the cloud.\nIt is characterised by the ability to set up workflows simply by Drag & Drop operations, and even complex workflows such as the ‘Approval Flow’, ‘Order Billing Flow’ and ‘Complaint Handling Flow’ can be systemised under the initiative of the site.\n\nIf you would like to incorporate a function for automatic PDF generation of forms, or if you would like us to propose modelling of other operations, please contact us.\nIf you have any requests, please feel free to contact Questetra. \n\nhttps:\/\/www.questetra.com\/contact\/<\/a><\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n