2022-07-14 / Workflow Apps /
Billing Process 20180717
The billing data is entered at [1. Invoice Data Check]. The invoice PDF is automatically generated at [PDF Auto-generation]. When the payment is confirmed by accounting, the process will be completed.
Worker (#of Swimlane: 2)
  • Accounting
  • Accounting
Business Flow (Complexity of Workflow: 12)
  • 1 1. Invoice Data Check
    • Invoice creator enters invoice data
  • 10 2.Invoice PDF Check & Print out
    • The invoice creator prints the PDF and checks its contents
  • 12 3. Payment Confirmation
    • An Accounting staff confirms the payment
  • 3 x1. Title, filename, etc. set
    • The system generates and sets values for multiple Data Items
  • 15 x2. Filename set
    • The system generates a string to be the PDF filename
  • 7 x3. PDF Auto-generation
    • The system inserts the values of the specified Data Items into the Template PDF and generates a PDF file.
  • 16 x4. Next day set
    • The system sets the next day date of #q_Payment
  • 11 x5. Deadline calculation
    • The system sets the noon of #q_Next_Day
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 45)
  • = Internal Communication = 3
  • Correspondence q_Correspondence 4
  • Files q_Files 5
  • = End User Info = 6
  • End User Name q_End_User 7
    • Inserted to Title ad x1.
  • = Order Info = 8
  • Salesperson q_Salesperson 9
  • Date Order Received q_Date 10
  • Order File q_Order 11
  • Article of Commerce q_Article 12
  • Delivery Date q_Delivery 13
  • = Delivery Info = 14
  • Developer q_Developer 15
  • Delivery Date q_Delivery2 16
  • Acceptance Inspection date q_Acceptance 17
  • Contents of Deliverable q_Contents 18
  • Statement of Delivery q_Statement 19
  • Acceptance Inspection Report q_Acceptance_Report 20
  • = Billing on This Issue = 21
  • = Company Name q_Company 22
  • = Address & Zip Code q_Address 23
  • = Personnel Name & Affiliation q_Personnel 24
  • Issuer-Name q_Issuer_Name 43
    • ABC corp.
  • Iissuer-Address q_Issuer_Address 42
    • 777, Example street, Example City, N.J. Phone: 012-345-6789/FAX: 987-654-3210 contact@example.com
  • Invoice Issuance Date q_Issuance 25
  • = Date Indication q_Date_Indication 26
    • The value of q_Issuance is converted to text at x1.
  • = Invoice ID q_Invoice_ID 27
    • #{#format(processInstanceStartDatetime, ‘yyyyMMdd’)}-#{#sformat(‘%05d’, processInstanceId)}
  • Payment Deadline q_Payment 28
  • = Header Message on Invoice q_Header_Message 29
    • Automatically set at x1.
  • Table of Details q_Table 2
  • Description of Total 1 q_Description1 30
    • Subtotal (Tax excluded)
  • Subtotal 1 q_Subtotal 31
  • Description of Total 2 q_Description2 32
  • Discount, etc. 2 q_Discount 33
  • Description of Total 3 q_Description3 34
    • Tax
  • Tax, etc. 3 q_Tax 35
  • Description of Total Amount q_Description_Amount 36
    • Total Amount
  • Total Amount q_Total 37
  • = Message on Invoice Footer q_Message 38
    • （To change wordings in this field, edit the Initial Value of “q_Message”） Thank you for using our product. “Questetra BPM Suite” is a Workflow product that allows Business Data transfer over Cloud Computing. It has a unique feature that you can design the flow of your business by Drag & Drop. You can systematize complicated operations such as ‘Decision making’, ‘Orders-Billing flow’, or ‘Complaint Handling’ all driven by the business front. Please feel free to ask us your requests, such as ‘want to use PDF document auto-generation’ or ‘give us a proposal of the Process Modeling on other businesses’, etc. http://www.questetra.com/contact/
  • Currecy symbol q_Currency 44
    • €
  • PDF generated time q_PDF_Date 39
    • Automatically set at x1. It will be inserted into the filename string at x2.
  • PD File name q_PDF_Name 0
    • Automatically generated at x2.
  • PDF file q_PDF 1
    • Automatically generated at x3.
  • Noon of the next day of Deadline q_Noon 40
    • Automatically set at x5. Tobe the deadline of “3. Payment confirmation”
  • (The next Day of Deadline) q_Next_Day 41
    • Automatically set at x4.

Field Name, num, Initial Value

Download

This archive contains the BPMN icons that are not available in the Basic edition.

Notes

  • You need to associate the Swimlane settings according to your organizational structure upon import
  • Make the necessary settings in edit mode after installation
    • For practical use, please change the fixed values that have been set
    • Initial Values in Data Items
      • Issuer-Name
      • Iissuer-Address
      • Currecy symbol
      • = Message on Invoice Footer
    • Display Labels in Select-type Data Items
      • Article of Commerce
    • Update Data ”x1. Title, filename, etc. set”
      • Sentences in Value or Expression of = Header Message on Invoice
    • Tax rate set in the Expression of “Tax, etc. 3”

See also

1 thought on “Billing Process”

  1. Pingback: Billing-Payment Confirmation flow 1 (Integrated Steps) – Questetra Support

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: