Order Report Process
To be approved by the Sales Manager. The Sales team leader operates [2. Confirmation], and then the Sales Manager does [3. Approval]. If the order value is over 1 million JPY it will be also reported to the directors. It can also be invoked from the Quotation Approval Process.
BPMN Nodes
  • 1 1. Register order Reporter enters order details.
  • 5 1a. Check order The reporter reviews the order details and revises if necessary.
  • 3 1x. Rework The reporter corrects and resubmits the report.
  • 2 2. Confirm The reporter’s boss confirms the draft and returns any deficiencies.
  • 4 3. Approve The manager reviews and approves the report.
  • 14 x1. Table to CSV The system outputs the input contents of “Table of details (table-type)” to a CSV format file and sets it in the Data Item.
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_Post_Address 4:
  • Phone number q_Phone 5:
  • Email address q_Email 6:
  • = Order info = 7:
  • Service category q_Service 8: Type of service ordered
  • Dealing condition q_Condition 9: Payment terms
  • Table of details q_Details 10:
  • Label for Amount 1 q_Label1 11: Subtotal (Tax excluded)
  • Subtotal 1 q_Subtotal 12: The Sum of “Amount” column on #q_Details
  • Label for Amount 2 q_Label2 13: Explain the contents of q_Discount
  • Discount, etc. 2 q_Discount 14:
  • Label for Amount 3 q_Label3 15: Tax
  • Tax, etc. 3 q_Tax 16: Auto-calculation with #q_Subtotal
  • Label for Total amount q_Label_Total 17: Total amount
  • Total amount q_Total_Amount 18: Automatically calculate #q_Subtotal + #q_Discount + #q_Tax
  • = Internal message = 19:
  • Sales staff in charge q_Person 20:
  • Remarks q_Remarks 21:
  • Message q_Discussion 22:
  • (File name) q_Filename 23: The Fixed value to be the attachment file name in x2. order-data-#{processInstanceId}.csv
  • (To Address) q_To_Address 24: The Fixed value to be the To address in x2. (Change required in practical use) directors@example.com
  • (To Name) q_To_Name 25: The Fixed value to be the To name in x2. (Change required in practical use) Directors
  • (CSV File) q_CSV 28: Automatically set at x1.

Download

order-report-process-20170206-218-en.qar

Only available for Professional or Enterprise edition.

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
    • Initial value of Data Items
      • “(To Address)” “(To Name)”
    • Display Labels in Select-type Data Items of “Service content” and “Dealing condition”
    • Settings in “Email send”
      • CC address

Arrangement Tips

See also

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