Estimate Creation Process, OneDrive\/ExcelOnline Integration 20241119<\/div>
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
- \n
- Sales<\/strong> <\/li>\n\n\n\n
- Supervisor<\/strong> <\/li>\n\n\n\n
- 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- <\/ul>\n\n\n<\/div><\/div>\n\n\n
- \u25bc Internal Communication \u25bc<\/strong> <\/span>
0<\/code> <\/li>\n\n\n\n- Special Notes on the Project<\/strong> q_Remarks<\/span>
1<\/code> <\/li>\n\n\n\n- \u25bc Submission Information \u25bc<\/strong> <\/span>
2<\/code> <\/li>\n\n\n\n- Name of company to which quotation was submitted<\/strong>q_Company<\/span>
3<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Name of department and title of person in charge<\/strong>q_Assignment<\/span>
4<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Name of person to whom quotation is to be submitted<\/strong>q_Representative<\/span>
27<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Address + Zip Code<\/strong> q_Post_Address<\/span>
26<\/code> <\/li>\n\n\n\n- Phone number for quotation submission<\/strong> q_Phone<\/span>
24<\/code> <\/li>\n\n\n\n- Estimate Submission Email<\/strong> q_Email<\/span>
25<\/code> <\/li>\n\n\n\n- \u25bc Quote Information \u25bc<\/strong> <\/span>
5<\/code> <\/li>\n\n\n\n- Estimator<\/strong>q_Person<\/span>
6<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- processInstanceInitQuser<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- (Approving Supervisor)<\/strong> q_Approved<\/span>
22<\/code> <\/li>\n\n\n\n- Service Details<\/strong> q_Service<\/span>
28<\/code> <\/li>\n\n\n\n- Terms and Conditions<\/strong>q_Trade<\/span>
7<\/code>\n- \n
- 3<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Quotation Issue Date<\/strong>q_Issuance<\/span>
8<\/code>\n- \n
- 3 days after the process start date and time. Inserted into the PDF<\/li>\n\n\n\n
- processInstanceStartDatetime.addDays(3)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Quote Expiration Date<\/strong>q_Expiration<\/span>
9<\/code>\n- \n
- 17 days after the process start date and time.<\/li>\n\n\n\n
- processInstanceStartDatetime.addDays(17)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- \u25c6 Detail Table<\/strong> q_Table<\/span>
10<\/code> <\/li>\n\n\n\n- Total Display 1<\/strong>q_Label1<\/span>
29<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- Subtotal (excluding tax)<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Subtotal<\/strong>q_Subtotal<\/span>
11<\/code>\n- \n
- The sum of the “Amount” column in q_Details , which will be inserted into the PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Total Display 2<\/strong>q_Label2<\/span>
30<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- <\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Discounts, etc. 2<\/strong>q_Discount<\/span>
32<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- 0<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Total Display 3<\/strong>q_Label3<\/span>
31<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- \u6d88\u8cbb\u7a0e<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Consumption Tax, etc.<\/strong>q_Tax<\/span>
12<\/code>\n- \n
- The tax amount is automatically calculated from q_Subtotal and inserted into the PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Total Display<\/strong>q_Label_Total<\/span>
33<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- \u8acb\u6c42\u5408\u8a08<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Grand Total<\/strong>q_Total<\/span>
13<\/code>\n- \n
- #q_Subtotal + #q_Discount + #q_Tax\u3002The results are inserted into the PDF<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- \u25c6 Message at Bottom of the Quotation<\/strong>q_Footer<\/span>
14<\/code>\n- \n
- It will be inserted into the PDF<\/li>\n\n\n\n
- Questetra BPM Suite is a workflow product that allows you to transfer business data on the cloud.
It has the feature that you can set up the business flow just by dragging and dropping, so even complex business processes such as approval flows, order receipt flows, and complaint handling flows can be systematized on-site.
If you would like to incorporate a PDF automatic report generation function or would like us to propose modeling for other business processes,
please feel free to contact Questetra with any requests.
https:\/\/www.questetra.com\/ja\/contact\/<\/a><\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n- Signature Section – Company name<\/strong>q_Issuer_Name<\/span>
34<\/code>\n- \n
- Questetra Inc.<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Signature Section – Address and phone number<\/strong>q_Issuer_Address<\/span>
35<\/code>\n- \n
- \u3012604-0835
206 Takamiyacho, Higashiiru, Oike-dori, Nakagyo-ku, Kyoto
TEL: 075-000-0000 \/ FAX: 075-000-0001<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n- PDF File Name<\/strong>q_PDF_Name<\/span>
15<\/code>\n- \n
- It is automatically generated in x1.<\/li>\n\n\n\n
- #{processInstanceId}-#{processInstanceStartDatetime}<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n
- PDF File<\/strong>q_PDF_File<\/span>
16<\/code>\n- \n
- It will be automatically generated in x2.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- \u25bc Client Submission Records \u25bc<\/strong> <\/span>
17<\/code> <\/li>\n\n\n\n- Date of Quotation Submission<\/strong> q_Submission<\/span>
18<\/code> <\/li>\n\n\n\n- \u25bc Negotiation Results \u25bc<\/strong> <\/span>
19<\/code> <\/li>\n\n\n\n- Result Date<\/strong> q_Date<\/span>
20<\/code> <\/li>\n\n\n\n- Orders Lost<\/strong>q_Win<\/span>
21<\/code>\n- \n
- The downstream process differs depending on the selected value.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Open Chat Posts<\/strong>q_Open_Chat<\/span>
23<\/code>\n- \n
- It will be automatically generated in x3.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- HTML<\/strong> q_HTML<\/span>
37<\/code> <\/li>\n\n\n\n- Copy URL<\/strong> q_URL<\/span>
36<\/code> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
- \n
- estimate-creation-flow-20260710-ja.qar<\/a> (20260710)\n<\/li>\n
- estimate-creation-flow-20241119-ja.qar<\/a>\n
- \n
- estimate-creation-flow-20241119-ja.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- \n
- You will need to prepare the source file for the quotation PDF in Excel Online.<\/li>\n\n\n\n
- If you have a Microsoft 365 contract, you can generate PDFs without any additional costs.<\/li>\n\n\n\n
- This Workflow App has some difficult settings, such as [Microsoft 365 Excel: Multiple Cell Values, Bulk Update (Range Specification)]. We have prepared a detailed manual on the settings, so please contactsales-support@questetra.com<\/a>if necessary.<\/li>\n<\/ul>\n\n\n\n
<\/i> Capture<\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/12\/estimate-creation-flow-20241119-capture-en-1.png?ssl=1\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/12\/estimate-creation-flow-20241119-capture2-en.png?ssl=1\")
<\/figure>\n\n\n\n<\/i> See also<\/h3>\n\n\n\n
- estimate-creation-flow-20241119-ja.qar<\/a>\n
- Copy URL<\/strong> q_URL<\/span>
- Date of Quotation Submission<\/strong> q_Submission<\/span>
- PDF File<\/strong>q_PDF_File<\/span>
- PDF File Name<\/strong>q_PDF_Name<\/span>
- Signature Section – Address and phone number<\/strong>q_Issuer_Address<\/span>
- Signature Section – Company name<\/strong>q_Issuer_Name<\/span>
- Grand Total<\/strong>q_Total<\/span>
- Consumption Tax, etc.<\/strong>q_Tax<\/span>
- Total Display 3<\/strong>q_Label3<\/span>
- Discounts, etc. 2<\/strong>q_Discount<\/span>
- Subtotal<\/strong>q_Subtotal<\/span>
- \u25c6 Detail Table<\/strong> q_Table<\/span>
- Quote Expiration Date<\/strong>q_Expiration<\/span>
- Quotation Issue Date<\/strong>q_Issuance<\/span>
- (Approving Supervisor)<\/strong> q_Approved<\/span>
- Phone number for quotation submission<\/strong> q_Phone<\/span>
- Special Notes on the Project<\/strong> q_Remarks<\/span>
<\/span>Business Process Variables (#of Data Item: 38)<\/div>\n\n\n\n- \n
- Supervisor<\/strong> <\/li>\n\n\n\n