- 1. Register order<\/strong> Reporter enters order details.<\/li>
- 1a. Check order<\/strong> The reporter reviews the order details and revises if necessary.<\/li>
- 1x. Rework<\/strong> The reporter corrects and resubmits the report.<\/li>
- 2. Confirm<\/strong> The reporter’s boss confirms the draft and returns any deficiencies.<\/li>
- 3. Approve<\/strong> The manager reviews and approves the report.<\/li>
- x1. Table to CSV<\/strong> The system outputs the input contents of “Table of details (table-type)” to a CSV format file and sets it in the Data Item.<\/li><\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Workflow Diagram (click to open)<\/div>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/order-report-process-20170206-218-en-966x630.png?resize=966%2C630&ssl=1\")
<\/figure><\/div>\n\n\n\n- BPMN Icons
- Start Event<\/li>
- End Event<\/li>
- Join Gateway<\/li>
- XOR Gateway<\/a><\/li>
- Human Task<\/a><\/li>
- Throwing Message Intermediate Event (email)<\/a><\/li>
- Message Start Event (HTTP)<\/a><\/li>
- Service Task: Converter (Table type data to Excel-CSV File)<\/a><\/li><\/ul><\/li><\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Variables (click to open)<\/div>\n- \n
- <\/i><\/span> = Sold-to party info =<\/strong> 0<\/span>: <\/li>\n
- <\/i><\/span> Company name<\/strong> q_Company 1<\/span>: <\/li>\n
- <\/i><\/span> Name of representative<\/strong> q_Representative 2<\/span>: <\/li>\n
- <\/i><\/span> Assignment<\/strong> q_Assignment 3<\/span>: <\/li>\n
- <\/i><\/span> Postal code, address<\/strong> q_Post_Address 4<\/span>: <\/li>\n
- <\/i><\/span> Phone number<\/strong> q_Phone 5<\/span>: <\/li>\n
- <\/i><\/span> Email address<\/strong> q_Email 6<\/span>: <\/li>\n
- <\/i><\/span> = Order info =<\/strong> 7<\/span>: <\/li>\n
- <\/i><\/span> Service category<\/strong> q_Service 8<\/span>: Type of service ordered<\/li>\n
- <\/i><\/span> Dealing condition<\/strong> q_Condition 9<\/span>: Payment terms<\/li>\n
- <\/i><\/span> Table of details<\/strong> q_Details 10<\/span>: <\/li>\n
- <\/i><\/span> Label for Amount 1<\/strong> q_Label1 11<\/span>: Subtotal (Tax excluded)<\/span><\/li>\n
- <\/i><\/span> Subtotal 1<\/strong> q_Subtotal 12<\/span>: The Sum of “Amount” column on #q_Details<\/li>\n
- <\/i><\/span> Label for Amount 2<\/strong> q_Label2 13<\/span>: Explain the contents of q_Discount<\/li>\n
- <\/i><\/span> Discount, etc. 2<\/strong> q_Discount 14<\/span>: <\/li>\n
- <\/i><\/span> Label for Amount 3<\/strong> q_Label3 15<\/span>: Tax<\/span><\/li>\n
- <\/i><\/span> Tax, etc. 3<\/strong> q_Tax 16<\/span>: Auto-calculation with #q_Subtotal<\/li>\n
- <\/i><\/span> Label for Total amount<\/strong> q_Label_Total 17<\/span>: Total amount<\/span><\/li>\n
- <\/i><\/span> Total amount<\/strong> q_Total_Amount 18<\/span>: Automatically calculate #q_Subtotal + #q_Discount + #q_Tax<\/li>\n
- <\/i><\/span> = Internal message =<\/strong> 19<\/span>: <\/li>\n
- <\/i><\/span> Sales staff in charge<\/strong> q_Person 20<\/span>: <\/li>\n
- <\/i><\/span> Remarks<\/strong> q_Remarks 21<\/span>: <\/li>\n
- <\/i><\/span> Message<\/strong> q_Discussion 22<\/span>: <\/li>\n
- <\/i><\/span> (File name)<\/strong> q_Filename 23<\/span>: The Fixed value to be the attachment file name in x2. order-data-#{processInstanceId}.csv<\/span><\/li>\n
- <\/i><\/span> (To Address)<\/strong> q_To_Address 24<\/span>: The Fixed value to be the To address in x2. (Change required in practical use) directors@example.com<\/span><\/li>\n
- <\/i><\/span> (To Name)<\/strong> q_To_Name 25<\/span>: The Fixed value to be the To name in x2. (Change required in practical use) Directors<\/span><\/li>\n
- <\/i><\/span> (CSV File)<\/strong> q_CSV 28<\/span>: Automatically set at x1.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n
<\/i> Download<\/h3>\n\n\n\n
order-report-process-20170206-218-en.qar<\/a><\/p>\n\n\n\n
<\/i> Only available for Professional<\/strong><\/span> edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- You need to associate the Swimlane settings according to your organizational structure upon import<\/li>
- For practical use, please change the fixed values that have been set
- Initial value of Data Items
- “(To Address)” “(To Name)”<\/li><\/ul>
- Display Labels in Select-type Data Items of “Service content” and “Dealing condition”<\/li>
- Settings in \u201cEmail send\u201d
- CC address<\/li><\/ul><\/li><\/ul><\/li><\/ul><\/p>\n\n\n\n
<\/i> Arrangement Tips<\/h3>\n\n\n\n
- You can use it more usefully by connecting from the business application “Estimate Creation Flow<\/a>“.<\/li><\/ul>\n\n\n\n
<\/i> See also<\/h3>\n\n\n\n
- Scenario: Episode 521: What is Automation of Business Process (Part 4)<\/a><\/li>
- Settings Required When Importing an Archive<\/a><\/li>
- Manual: M210: Designation of Downstream Operator in Upstream Step<\/a><\/li>
- Manual: M225: Auto Sending of HTTP Requests with Business Data Inserted<\/a><\/li>
- Manual: M411: Auto-starting a “Billing Process” Triggered by a “Shipping Process”<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
To be approved by the Sales Manager. Sales team leader makes [2. Confirmation], and then Sales Manager makes [3. Approval]. If the order value is over 1 million JPY, it will be also reported to the directors. Assumed to be invoked from Quotation Approval Process, etc.<\/p>\n","protected":false},"author":3,"featured_media":100616,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[500,486,494],"faq_section":[],"class_list":["post-75274","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-contracted-work","tag-order-fulfillment","tag-routine-report"],"jetpack_publicize_connections":[],"uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1",1200,675,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1024%2C576&ssl=1",1024,576,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1",1200,675,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=900%2C675&ssl=1",900,675,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=1200%2C675&ssl=1",1200,675,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=800%2C600&ssl=1",800,600,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=600%2C675&ssl=1",600,675,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=800%2C675&ssl=1",800,675,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=450%2C600&ssl=1",450,600,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=600%2C600&ssl=1",600,600,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?resize=300%2C400&ssl=1",300,40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Sales team leader makes [2. Confirmation], and then Sales Manager makes [3. Approval]. If the order value is over 1 million JPY, it will be also reported to the directors. Assumed to be invoked from Quotation Approval Process, etc.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-jA6","jetpack-related-posts":[{"id":76695,"url":"https:\/\/support.questetra.com\/en\/templates\/order-report-flow-20170116\/","url_meta":{"origin":75274,"position":0},"title":"Order Reporting App, Email Notification","author":"Hirotaka NISHI","date":"2021-02-15","format":false,"excerpt":"To be approved by the Sales Manager. Sales team leader makes [2. Confirmation], and then Sales Manager makes [3. Approval]. 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Reporters appointed at the [1. Rapporteur Designation] Step make a report and handle the [2. Progress in Subjective]. With the aggregation of reported values will help to increase the reliability of progress evaluation.","rel":"","context":"In "\u30ef\u30fc\u30af\u30d5\u30ed\u30fc \u30a2\u30d7\u30ea"","block_context":{"text":"\u30ef\u30fc\u30af\u30d5\u30ed\u30fc \u30a2\u30d7\u30ea","link":"https:\/\/support.questetra.com\/ja\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/08\/eye-catch-progress-report-process-20150518-220-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/08\/eye-catch-progress-report-process-20150518-220-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/08\/eye-catch-progress-report-process-20150518-220-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/08\/eye-catch-progress-report-process-20150518-220-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/08\/eye-catch-progress-report-process-20150518-220-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":75480,"url":"https:\/\/support.questetra.com\/en\/templates\/daily-report-flow-20180409\/","url_meta":{"origin":75274,"position":3},"title":"Daily Report Flow","author":"Hirotaka NISHI","date":"2021-02-02","format":false,"excerpt":"Automatically starts up every morning for reporting daily business. After the Step of [1. Enter report] is handled, the superior confirms the content at the Step of [2. Daily report confirmation]. If there is a comment, it will be sent to the reporter by email, and if the report needs\u2026","rel":"","context":"In "Workflow Apps"","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/10\/daily-report-flow-en.png?fit=948%2C421&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/10\/daily-report-flow-en.png?fit=948%2C421&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/10\/daily-report-flow-en.png?fit=948%2C421&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2020\/10\/daily-report-flow-en.png?fit=948%2C421&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":75399,"url":"https:\/\/support.questetra.com\/en\/templates\/purchase-request-flow-20180318\/","url_meta":{"origin":75274,"position":4},"title":"Purchase Request flow","author":"Hirotaka NISHI","date":"2021-01-18","format":false,"excerpt":"Manages from purchase request to ordering\/reception, payment. 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Item information etc. are input at the Step of [1. Order Info] and the Issue is started after the Step of [2. Delivery Date Check]. The \u201cdelivery date\u201d is automatically registered in Google Calendar. If multiple deals are progressing in parallel, you can list\u2026","rel":"","context":"In "Workflow Apps"","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/07\/eye-catch-entrusted-delivery-flow-20140127-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/07\/eye-catch-entrusted-delivery-flow-20140127-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/07\/eye-catch-entrusted-delivery-flow-20140127-209-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/07\/eye-catch-entrusted-delivery-flow-20140127-209-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/07\/eye-catch-entrusted-delivery-flow-20140127-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1","_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/75274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/comments?post=75274"}],"version-history":[{"count":18,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/75274\/revisions"}],"predecessor-version":[{"id":113036,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/75274\/revisions\/113036"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/100616"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=75274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=75274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=75274"},{"taxonomy":"faq_section","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/faq_section?post=75274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Settings Required When Importing an Archive<\/a><\/li>
- Scenario: Episode 521: What is Automation of Business Process (Part 4)<\/a><\/li>
- You can use it more usefully by connecting from the business application “Estimate Creation Flow<\/a>“.<\/li><\/ul>\n\n\n\n
- CC address<\/li><\/ul><\/li><\/ul><\/li><\/ul><\/p>\n\n\n\n
- Initial value of Data Items
- <\/i><\/span> Company name<\/strong> q_Company 1<\/span>: <\/li>\n
- Human Task<\/a><\/li>
- 1a. Check order<\/strong> The reporter reviews the order details and revises if necessary.<\/li>