Estimate Creation Flow
Generates a quotation PDF to be approved by a superior. In the [1. Drafting Quotation] Task you can enter the details and total cost of the order, and then the PDF quotation will be generated automatically. After approval by the superior, the status of the Issue is recorded at the [3. Submit Quotation] Task and [4. Win-loss Report] Task.
Business Flow (Complexity of Workflow: 15)
- 1 1. Drafting Quotation
- The sales personnel drafts a quote
- 7 1x. Rework
- The sales personnel corrects and resubmits the report
- 6 2. Approval on Quotation
- The sales personnel boss checks the quote and returns any deficiencies
- 8 3. Submit Quotation
- The sales personnel submits the quote and reports the date and time
- 9 4. Win-loss Report
- The sales personnel reports the result of win-loss
- 14 x1. PDF filename set
- The system generates a string from fixed values and system variables and sets it in a Data Item
- 5 x2. PDF generation
- The system inserts the values of the specified Data Items into the Base PDF and generates a PDF file
- 15 x3. Post set
- The system generates a post body from fixed values, system variables, and Data Item values and sets it in a Data Item
- 16 x4. Open Chat post
- The system posts the value of the specified Data Item to Open Chat.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 36)
- = Internal Communication =
0
- Special Remarks on Issue q_Remarks
1
- = Customer Info =
2
- Customer Company name q_Company
3
- Will be inserted in the PDF
- Customer’s Representative Name q_Representative
4
- Will be inserted in the PDF
- Assignment q_Assignment
24
- Will be inserted in the PDF
- Postal code, address q_Post_Address
25
- Phone number q_Phone
26
- Email address q_Email
27
- = Quotation Info =
5
- Person in charge of Quotation q_Person
6
- Will be inserted in the PDF
- ${processInstance.initQuserId}
- (Approved supervisor) q_Approved
22
- Service category q_Service
28
- Trade conditions q_Trade
7
- Date of Quotation Issuance q_Issuance
8
- 3 days after the process start time. Will be inserted in the PDF
- processInstanceStartDatetime.addDays(3)
- Quotation Expiration Date q_Expiration
9
- 17 days after the process start time.
- processInstanceStartDatetime.addDays(17)
- = Details Table q_Details
10
- Label for Amount 1 q_Label1
30
- Will be inserted in the PDF
- Subtotal q_Subtotal
11
- q_Details “Amount” column auto-sum. Will be inserted in the PDF.
- Label for Amount 2 q_Label2
31
- Will be inserted in the PDF
- Discount, etc. q_Discount
29
- Will be inserted in the PDF
- Label for Amount 3 q_Label3
32
- Will be inserted in the PDF
- Consumer tax, etc. q_Consumption
12
- Auto-multiplication to q_subtotal to figure the tax. Will be inserted in the PDF
- Label for Total Amount q_Label_Total
33
- Will be inserted in the PDF
- Total q_Total
13
- #q_Subtotal +#q_Discount + #q_Consumption. The result will be inserted in the PDF
- = Footer message on Quotation q_Footer
14
- Will be inserted in the PDF
- (To change wordings in this field, edit the Initial Value of “q_Footer”)
Thank you for using our product.
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/
- Issuer Name q_Issuer_Name
34
- Issuer Address q_Issuer_Address
35
- 123, Any street, New York, NY 10003
Phone:727-123-4567/FAX:727-765-4321
contact@example.com
- PDF file name q_PDF_Name
15
- PDF file q_PDF_File
16
- = Submission Record =
17
- Date of Submission q_Submission
18
- = Win-loss Result =
19
- Date of Win-loss was found q_Date
20
- Win-loss q_Win
21
- The downstream process differs depending on the selected value
- Open Chat Post q_Open_Chat
23
Field Name, num
, Initial Value
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This archive contains the BPMN icons that are only available in the Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- Immediately after importing, a setting error will occur
- Make the necessary settings in edit mode
- For practical use, please change the fixed values that have been set
- Display Labels in Select-type Data Items of “Service category” and “Trade conditions”
- Tax rate set in the Expression in the Data Item “Consumer tax, etc.”
- The Initial Value in the following Data Items
- “Issuer Name”
- “Issuer Address”
- “= Footer message on Quotation”
See also
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