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Appendix AThe Order Fulfillment Process

Model

Marcello La Rosa

Stephan Clemens

Arthur ter Hofstede

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Overview

1. Process domain

2. Organizational model

3. Process nets

4. Conclusions

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Process domain

• Inspired by the VICS industry standard (Voluntary Inter-industry Commerce Solutions: www.vics.org)

• Logistics domain: this reference model can be used by large organizations that need to interact with suppliers and logistics providers

• Goal: emit a purchase order and deliver the order items to the customer

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Organizational model

Fictitious organization “Genko Oil company”, featuring four departments:

– Order Management Department

– Supply Department including Warehouse

– Carrier Department

– Finance Department.

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Process participants

Head of FDVirgil ‘The Turk’

Sollozzo (vs)

FD clerkCaptain

McCluskey (cmc)

Don Carmine Cuneo (dcc)

Arturo de Ofstede (ao)

Emilio Barzini (eb)

Finance Department

Kay Adams (ka)Head of CD

CD clerkPeter Clemenza

(pc)

Mama Corleone (mac)

MarcelloLa Rosa (mlr)

Momo Barone (mb)

Carrier Department

Head of SD Tom Hagen (th)

SD clerk Carlo Rizzi (cr)

Joe Lucadello (jl)

Jaggy Jovino (jj)

Head of Warehouse

Connie Corleone Rizzi (ccr)

Warehouseclerk

Jack Woltz (jw)

Joe Lucadello (jl)

Supply Department

Warehouse

Order Management Department

Head of OD

Assistant Headof OD

Fredo Corleone (fc)

Tom Hagen (th)

OD clerkMichael Corleone

(mc)

Carmine Marino (cm)

Sal Tessio (st)

Sonny Corleone (sc)

Genko Oil

CEODon Vito

Corleone (dvc)

Billy Van Arsdale (bva)

Vincent Mancini-Corleone (vmc)

Johnny Fontaine (jf)

Carmine Cuneo (cc)

Stefano Clemenza (sca)

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Overall net

Three main phases:• Ordering• Logistics, including:

– Carrier Appointment– Freight in Transit– Freight Delivered

• Payment

Each (sub-)phase is capturedby a YAWL composite task.

Ordering

Freight Delivered

Carrier Appointment

Freight in Transit Payment

[order not approved or timed out]

[else]

[order preparation timed out]

[else]

possible deadlock:avoided by the

Flow Predicates

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Assumptions

In order to keep the model manageable, the following simplifying assumptions were made:

•an order does not lead to more than one shipment

•orders from different clients may be combined into a single shipment

• a single package only occupies a fraction of a truck and can correspond to one of a fixed number of sizes

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Ordering subnet

• Deals with the creation, modification and approval of a Purchase Order.

• Modification and final confirmation of the Purchase Order can be done within a given timeframe (3 days).

order not confirmed

[order approved]

Create Purchase Order

Approve Purchase Order

ConfirmPurchase Order

ModifyPurchase Order

OrderTimeout

[order not approved]

JavaFaces form

deferred allocation

custom form

delegation

runtime filter: Pile taskto single participant

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Carrier Appointment subnet (fragment)

Deals with:

•preparation of Route Guide

•estimation of Trailer Usage(within 5 days)

•Transportation Quote

•arrangement of Deliveryand Pickup Appointments(not shown)

•Shipment Notice(not shown)

[Truck-Load (TL)] [Single Package (SP)][Less than Truck-Load (LTL)]

order preparation took too long

Prepare Route Guide

Estimate Trailer Usage

CarrierTimeout

Prepare Transportation

Quote

3 types of carrier usage: TL, LTL, SPdetermine different shipment costs

Automated task

Dynamically setTimeout (on starting)Allocation strategy:Round Robinby least frequency

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Freight in Transit subnet

Starts after the freighthas been picked up andshipped

Concerned with:•tracking the order delivery progress•handling client inquiries the freight is physically

delivered

[more Trackpoints] [else]

Issue Trackpoint Notice

Create Acceptance Certificate

Log TrackpointOrder Entry

Initiate Shipment Status Inquiry

MI task: one instancefor each order entry

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In parallel to Freight in Transit

Two components:

•shipment payment– pre-paid

– non pre-paid

•freight payment

Payment subnet

[Invoice required]

[else]

[else] [pre-paid shipments]

payment for the shipment

Issue Shipment Invoice

Issue Shipment Remittance

Advice

Issue Shipment Payment Order

Approve Shipment

Payment Order

Update Shipment

Payment Order

Issue Credit Adjustment

issue Debit Adjustment

Produce Freight Invoice

Process Freight Payment

Process Shipment Payment

[payment incorrect due to overcharge]

[payment correct][payment incorrect due to underpayment]

account settled

payment for the freight

customer notified of the payment, customer makes the payment

[s. order approved][s. order not approved]

customer notified of the payment, customer makes

the payment

Retainfamiliar

Privileges:Chain executionof work items for

Account Manager

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Freight Delivered subnet

After the freight has been delivered

Allows clients to:• request a Return

of Merchandise• lodge a Loss or

Damage Claimwithin a timeframe

(specified in theShipment Notice)

[return authorized]

deadline for return or claim

expired

Lodge a request for Return

Merchandise

Authorize Return Merchandise

Lodge Loss or Damage Claim

Report

Authorize Loss or Damage

Claim

Return Management

Claims Timeout

Loss or Damage Management

[return not authorized]

[claim not authorized]

[claim authorized]

Dynamically setTimeout (on enablement)

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Conclusions

• Complex process inspired by a real industry standard

• Exploits a number of advanced YAWL functionalities for defining the process control-flow, data and resource perspectives

• Specification files and documentation available in each YAWL distribution, under folder ‘[YAWL Installation folder]/misc/examples/orderfulfillment/’