This is a process that manages everything from drafting quotations and their approval to recording whether they are won or lost.\nAfter approval by a superior, a PDF file of the quotation with a stamp is automatically generated (using Excel Online and OneDrive).\nAfter the order is confirmed, the result is automatically posted to the in-house SNS.<\/div><\/div>\n\n\n
<\/span>Worker (#of Swimlane: 3)<\/div>\n\n\n\n
- <\/i><\/span><\/span> Sales<\/strong> <\/li>\n
- <\/i><\/span><\/span> Supervisor<\/strong> <\/li>\n
- <\/i><\/span><\/span> System<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Flow (Complexity of Workflow: 20)<\/div>\n\n\n\n
- 1. Drafting quotation details<\/strong>
- The sales representative will prepare a quotation<\/li><\/ul><\/li>\n
- 1x. Return response<\/strong>
- The sales representative will revise the report and resubmit it.<\/li><\/ul><\/li>\n
- 2. Approval of quotation proposal<\/strong>
- The sales representative's manager will check the quotation and return it if there are any defects.<\/li><\/ul><\/li>\n
- 3. Submit a quote<\/strong>
- The sales representative will submit a quote and inform you of the date and time of delivery.<\/li><\/ul><\/li>\n
- <\/i>9<\/span><\/span><\/span> 4. Order\/Loss Report<\/strong>
- Sales representatives report win\/loss results<\/li><\/ul><\/li>\n
- <\/i>x1. Set PDF file name, clear data<\/strong>
- The system generates a string from the fixed value and the system variables and sets it to the data item.<\/li><\/ul><\/li>\n
- x2. Copy template file<\/strong> <\/li>\n
- x3. Table cell update<\/strong> <\/li>\n
- x4. Cell Update 1<\/strong> <\/li>\n
- x5. Cell Update 2<\/strong> <\/li>\n
- x6. Create PDF file<\/strong> <\/li>\n
- x7. Delete the template file copy<\/strong> <\/li>\n
- x8. Post Set<\/strong>
- The system generates a string from the fixed value, system variables, and data item values, and sets it to the data item.<\/li><\/ul><\/li>\n
- x9. Post to internal social media<\/strong>
- The system will post the value of the specified data item to Open Chat.<\/li><\/ul><\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Process Variables (#of Data Item: 38)<\/div>\n\n\n\n
- <\/i><\/span> \u25bc Internal Communication \u25bc<\/strong> <\/span>
0<\/code> <\/li>\n- <\/i><\/span> Special Notes on the Project<\/strong> q_Remarks<\/span>
1<\/code> <\/li>\n- <\/i><\/span> \u25bc Submission Information \u25bc<\/strong> <\/span>
2<\/code> <\/li>\n- <\/i><\/span> Name of company to which quotation was submitted<\/strong> q_Company<\/span>
3<\/code> - It will be inserted into the PDF<\/li><\/ul><\/li>\n
- <\/i><\/span> Name of department and title of person in charge<\/strong> q_Assignment<\/span>
4<\/code> - It will be inserted into the PDF<\/li><\/ul><\/li>\n
- <\/i><\/span> Name of person to whom quotation is to be submitted<\/strong> q_Representative<\/span>
27<\/code> - It will be inserted into the PDF<\/li><\/ul><\/li>\n
- <\/i><\/span> Address + Zip Code<\/strong> q_Post_Address<\/span>
26<\/code> <\/li>\n- <\/i><\/span> Phone number for quotation submission<\/strong> q_Phone<\/span>
24<\/code> <\/li>\n- <\/i><\/span> Estimate Submission Email<\/strong> q_Email<\/span>
25<\/code> <\/li>\n- <\/i><\/span> \u25bc Quote Information \u25bc<\/strong> <\/span>
5<\/code> <\/li>\n- <\/i><\/span> Estimator<\/strong> q_Person<\/span>
6<\/code> - It will be inserted into the PDF<\/li><\/ul>
- processInstanceInitQuser<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> (Approving Supervisor)<\/strong> q_Approved<\/span>
22<\/code> <\/li>\n- <\/i><\/span> Service Details<\/strong> q_Service<\/span>
28<\/code> <\/li>\n- <\/i><\/span> Terms and Conditions<\/strong> q_Trade<\/span>
7<\/code> - 3<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Quotation Issue Date<\/strong> q_Issuance<\/span>
8<\/code> - 3 days after the process start date and time. Inserted into the PDF<\/li><\/ul>
- processInstanceStartDatetime.addDays(3)<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Quote Expiration Date<\/strong> q_Expiration<\/span>
9<\/code> - 17 days after the process start date and time.<\/li><\/ul>
- processInstanceStartDatetime.addDays(17)<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> \u25c6 Detail Table<\/strong> q_Table<\/span>
10<\/code> <\/li>\n- <\/i><\/span> Total Display 1<\/strong> q_Label1<\/span>
29<\/code> - It will be inserted into the PDF<\/li><\/ul>
- Subtotal (excluding tax)<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Subtotal<\/strong> q_Subtotal<\/span>
11<\/code> - The sum of the "Amount" column in q_Details , which will be inserted into the PDF.<\/li><\/ul><\/li>\n
- <\/i><\/span> Total Display 2<\/strong> q_Label2<\/span>
30<\/code> - It will be inserted into the PDF<\/li><\/ul>
- <\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Discounts, etc. 2<\/strong> q_Discount<\/span>
32<\/code> - It will be inserted into the PDF<\/li><\/ul>
- 0<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Total Display 3<\/strong> q_Label3<\/span>
31<\/code> - It will be inserted into the PDF<\/li><\/ul>
- \u6d88\u8cbb\u7a0e<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span>