2021-03-31 / Workflow Apps / , , , ,
Order Report Flow
To be approved by the Sales Manager. The Sales team leader handles [2. Confirmation] and then the Sales Manager handles [3. Approval]. If the order value is over 1 million JPY it will also be reported to the directors.
BPMN Nodes
  • 1 1. Register order Reporter enters order details
  • 3 1x. Rework The reporter corrects and resubmits the report
  • 2 2. Confirmation The reporter’s boss confirms the report and returns any deficiencies.
  • 4 3. Approval The manager reviews and approves the report
Workflow Diagram (click to open)
Variables (click to open)
  • = Sold-to party info = 0:
  • Company name q_Company 1:
  • Name of representative q_Representative 2:
  • Assignment q_Assignment 3:
  • Postal code, address q_Postal 4:
  • Phone number q_Phone 5:
  • Email address q_Email 6:
  • = Order info = 7:
  • Service contents q_Service 8: Type of service ordered
  • Dealing condition q_Dealing 9: Payment terms
  • Table of details q_Table 10:
  • Subtotal 1 q_Subtotal 12: The Sum of “Amount” column on #q_Table
  • Discount, etc. 2 q_Discount 14:
  • Content of Discount q_content 26:
  • Tax, etc. 3 q_Tax 16: Auto-calculation with #q_Subtotal
  • Total amount q_Total 18: Automatically calculates #q_Subtotal + #q_Discount + #q_Tax
  • = Internal message = 19:
  • Sales staff in charge q_Staff 20:
  • Remarks q_Remarks 21:
  • Message q_Message 22:

Download

order-report-flow-20170116-220-en.qar

Notes

  • You need to associate the Swimlane settings according to your organizational structure upon import
  • For practical use, please change the fixed values that have been set
    • Display Labels in Select-type Data Items of “Service content” and “Dealing condition”
    • Settings in “4. Notification to Directors”
      • To address

See also

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