Business Flows

Oracle Business Flows v38Copyright © Oracle Corporation, 2002. All rights reserved.
January 2003
Last Updated: 01/24/03
Copyright © Oracle Corporation, 2002. All rights reserved.
S-2
Return
Back Office
S-3
Return
S-3
S-3
S-3
S-3
S-3
S-3
S-3
S-3
S-3
S-3
S-4
Return
S-4
S-4
S-4
S-4
S-4
S-4
S-4
S-4
S-4
S-4
S-5
Return
S-5
S-5
S-5
S-5
S-5
S-5
S-5
S-5
S-5
S-5
S-6
Return
S-6
S-6
S-6
S-6
S-6
S-6
S-6
S-6
S-6
S-6
S-7
Return
S-7
S-7
S-7
S-7
S-7
S-7
S-7
S-7
S-7
S-7
S-8
Return
Service Request
to Entitlement
Service Entitlement to Resolution
S-8
S-8
S-8
S-8
S-8
S-8
S-8
S-8
S-8
S-8
S-9
Return
S-9
S-9
S-9
S-9
S-9
S-9
S-9
S-9
S-9
S-9
S-10
Return
Plan to Project Budget
Budget to Bill
S-10
S-10
S-10
S-10
S-10
S-10
S-10
S-10
S-10
S-10
S-11
Return
High Level Demo Scenarios: Financial Management
S-11
S-11
S-11
S-11
S-11
S-11
S-11
S-11
S-11
S-11
S-12
SL7170
Assign
Opportunity
Assign an opportunity to one of the potential actor and/or channel.
SL7192
Contact
Lead
SL 7172
The process of contacting, updating all the opportunity information collected after this Sales contact
SL7025
Convert
Opportunity
To Quote
The process of converting an opportunity to a quote and to enter a Quote
SL7027
Manage
Quote
The process of managing the development of a quote: Confirm Customer Requirements, Configure, Check Availability, Price and Discount, Obtain Approvals, Present to Customer, Revise Quote.
SL7147
Configure
Solution
PF2036
Check
ATP
SL7028
Perform
Contact Prospect – Replaced with Contact lead core process
Update Opportunity Details – Replaced with Manage Opportunity core process
Convert Opportunity to Quote - Replaced with core process
Update Quote – Replaced with core process manage quote
Configure Items – Replaced with core process
Check Product Availabilty – Replaced with product availability core process from order to cash
Perform Cross Sell/ Up Sell – Replaced with core process
Re-Price Quote – Replaced with core process present and negotiate quote
Present Quote to Prospect – Step not required as it is included in the present and negotiate quote prior step
Negotiate Price – Step not required as it is included in the present and negotiate quote prior step
Determine Payment/Shipping Options – Replaced with core process determine order details
Book Order – Replaced with core process convert quote to order
Oracle Business Models: Demo Scenarios
Sales Teams
Sales Management
Opportunity to Quote to Order
Quote to Contract to Order
Which demo scripts map to this flow?
11i8
Key Data
See help bubbles against above links when running powerpoint in slide show mode
Script Combinations
S-15
Submit Order
Initiate Purchase
Customer enters web store to browse for and/or purchase products or services.
CM7077
Create
Cart
Customer Enters Orders in webstore, including selection of products, quantities, and shipping information.
SL7148
Initiate
Checkout
The process of the customer initiating checkout, entering password, financial information and shipping information
CM7078
Place
Web
Order
Customer places order through web store application.
Verify the risk of processing the transaction (using industry metrics & data compared to the customer’s credit history)
CM7086
Details
Customer logs in to view the order status and details of products/order
Return
Payment
Process the card to reserve the required amount of cash for the payment.
CM7184
Verify
Credit
Risk
TeleSales
Shopping Cart and Orders integrated with TeleSales and Order Management
B2B speciality store self administration
What does it cover?
Pre-Built Order Mgt/Financials Integration
Web Order to Authorization
Click to Negotiate to Order
11i8
Key Data
Script Combinations
S-18
Performance
SL7195
Create
Compensation
Plan
SL7196
Set
Sales
Quotas
SL7197
Accept
Quotas
This process of validating the Compensation plan and the Sales Quota(s)
SL7198
Assign
Quota(s) to
Sales Force
This process of assigning the approved Quota to the Sales force
SL7199
This process of determining and revising the total compensation plan
SL7200
Accept
Compensation
Plan
SL7201
Activate
Accepted
Plan
SL7202
Validate
Compensation
Payout
This process of validating the actual compensation payout to the Sales force
SL0789
Calculate Commission
The process of calculating sales person commission based on plan and order information. Then the payment of the commission is processed.
HR1319
Perform
Payroll
Calculation
Earning, Deductions, Taxes, and Employer liabilities are created.
HR3234
Payroll Specialist reviews and validates payroll output to register totals.
Hours, earnings, deductions taken and taxes withheld are verified.
HR1242
Manage
Payment
Distribution
Checks and Deposit Advices are generated, printed and distributed.
ACH files are created and sent to applicable banks for posting to accounts.
Return
Vision Corporation
Sales Representative
Payroll Admin
Gather Previous Sales Data & Import Historical Data – These are included in the next step analyze sales force performance
Analyze Sales Force Performance – Replaced with core process
Create Compensation Plan – Replaced with core process
Set Sales Quotas – Replaced with core process
Receive Management Acceptance – Replaced with core process Accept Quotas
Assign Quotas to Sales Force – Replaced with core process
Determine Total Compensation – Replaced with core process Manage total compensation plan
Analyze Compensation Rules – Revise Quotas and Revise Compensation plan - These steps are covered under the Manage total compensation plan process
Receive Sales Force Acceptance - Replaced with core process Accept compensation plans
Activate Compensation Plan – Replaced with core process activate accepted plan
Book Orders – It is unlikely to go through the complete order booking process, it is more likely to usr a pre-prepared file of orders
Collect Transactional Data & Check Eligibility – These are important steps and don’t seem to have core processes
Determine Compensation Payout – Replaced with core process Validate compensation payout
Calculate Commission – Replaced with core process
Process Compensation – There is no specific process for this step
S-19
Incentive Compensation
Getting Plans Approved
Paying to Plans
Includes Non-financial Plans
What does it cover?
Field sales teams not wasting time checking payments and plans
Flexibility to change when needed
Costs/Time/Effort
Return
Demo Script
11i8
Key Data
See help bubbles against above links when running powerpoint in slide show mode
Script Combinations
S-21
SL7031
Enter
Service
Contract
New service contract can be created form template, copied from an existing contract or entered manually.
Contract can have service and usage lines
SL0793
Approve
Contract
Workflow process will inform the contract manager of new and changed contracts
SL7166
Review
Contract for
QA Compliance
QA will check if all contract elements are in line with company rules
Contract Entitlement
OF1049
Maintain
Invoices
CS7047
Create
Charge
Order
The accountant submits the new contract for billing and request invoicing.
CM7096
Renew
Fulfil Service – Not mappable.
Contract Performance – Could not map (DBI?). Possibly to CS7167.
Contract Manager
Renew and consolidate Service Contract
11i8
Key Data
S-24
Perform / Verify Reading
Create Usage Contract
Price Breaks
Select Counter – not mappable.
Sales Teams
Contracts Managers
Admin Teams
Service Organization
Pricing and Discounting based on Usage/Volumes
Billing Based on Usage/Volumes
Demo Script
11i8
Key Data
S-27
Removed Contact Requestor (CS7038).
Removed Enter Service Request (CS7039) after Identify Solution decision box marked Yes. In line with OBM and it does not make sense to open a Service Request if a solution has already identified from an existing open Service Request.
Replaced Receive Service Contact (CS7036) with Issue Return Material Authorization (OF1079), in line with OBM.
Added Determine Service Request (CS0842) and Create Charge Order (CS7047), in line with OBM.
Service Manager
Client Manager
Complaints Handling
Contracts Manager
Multi-channel , web and tele-support process integrated out of the box
Intelligent assignment of call back request to agent or rep
Track resolution and Escalate problems
Gain customer insight through web survey online
Check Contracts/Entitlement
Increased Agent Efficiency
Also Installed, included
11i8
SR to Resolution – Inbound Call to Dispatch (Internal Order)
SR to Resolution – Inbound Call to Dispatch (Spares Management)
What Instance Can I use?
Key Data
S-30
S-30
S-30
S-30
S-30
S-30
S-30
S-30
S-30
S-30
S-30
Roles
Customer
Service Request to Resolution – Self Service to Defect Resolution
Service Request to Resolution – Solution Authoring to Self Service Resolution
Service Request to Resolution – Self Service to Dispatch
Service Request to Resolution – Self Service to Escalation
Service Request to Resolution – Self Service Forum to Web Call Back to Email Fulfillment
Service Request to Resolution – Server Diagnostics
Customer Service
Technical Service
Consumer Complaints
Interactive pre integrated web self service and agent tele-service process
Intelligent , interactive management of escalation requests
Customer feedback process though web surveys
Covers IBF , CRM 90 flows
What does it cover?
Where is the ROI?
24/7 Self service reduces cost of service delivery, freeing expensive agent time
Improved customer retention through superior customer experience
Online survey reduces cost of feedback collection and improves customer satisfaction
Reduce Service costs for non critical SR’s
Also Installed
Customer Model
Baseline GL,AR,HR
Value Statement
S-31
S-31
S-31
S-31
S-31
S-31
Return
S-31
S-31
S-31
S-31
Solution Authoring to Self Service Resolution
11i8
Key Data
S-32
S-32
S-32
S-32
S-32
S-32
Return
S-32
S-32
S-32
S-32
S-33
S-33
S-33
S-33
S-33
S-33
S-33
S-33
S-33
S-33
S-33
Flow
Value
Statement
Changed Search to Review Installed Base.
Replaced Search Knowledge Base with OBM Review Installed Base. This makes sense, as it is not possible to Search Knowledge Base at this point of Flow.
Action on OBM è Verify Entitlement can only be done after a Service Request has been entered. Move the box immediately after Enter Service Request.
Remapped CS7054 (Repair order) to OBM CS7052 (Manage Repair WIP Jobs). This makes sense as the pre-requisite to Repair job is to open an WIP order as stated in OBM process library.
OBM Flow needs to updated with a decision box (Product Repairable) immediately followed by CS1411 Maintain Customer Installed Base.
Leave Process SL0794 Maintain Contract in the Senario Flow as it refers to a Cross-Functional activity..
Leave Process OF1027 Generate Customer Invoice as a separate Cross-Functional billing process. This box is now greyed.
Customer Service
Technical Service
Contract Manager
Business Flow Value Statement
S-34
S-34
S-34
S-34
S-34
S-34
S-34
S-34
Return
S-34
S-34
Repair and Return – WIP Mode
Repair and Return – Task Mode
What Instance Can I use?
Key Data
Supplier = N/A
Contact = Beaulie, Andre MR
S-35
S-35
S-35
S-35
S-35
S-35
S-35
S-35
Return
S-35
S-35
S-36
S-36
S-36
S-36
S-36
S-36
S-36
S-36
S-36
S-36
S-36
Flow
Value
Statement
Re-arranged CS7041, CS7042 and CS7040. Review Install base is done prior to Enter Service Request. Verify Entitlement and Identify Potential Solution can only be done after Enter Service Request. ALL in line with OBM.
Changed Create Repair Order to Enter Repair Order.
Replaced Create Charge Order (CS7047) to Issue Return Material Authorization (OF1079), in line with OBM.
The following processes are NOT included in the Depot Repair Advanced Exchange OBM flows. They are, however, referred to other process flows of Customer Invoice to Cash, Customer Return to Credit and Inspect to Disposition. These section of flows need to be reviewed:
Generate Customer Invoice (OF1027);
Close Repair Order (CS7056) is not included in OBM flow.
Customer Service
Technical Service
Contract Manager
Value Statement
S-37
S-37
S-37
S-37
S-37
Return
S-37
S-37
S-37
S-37
S-37
Service Request to Resolution – Advanced Exchange
11i8
Key Data
S-38
S-38
S-38
S-38
S-38
Return
S-38
S-38
S-38
S-38
S-38
S-39
CS0801
Manage
Service
Request
CS0803
Manage
Service
Schedules
Roles
S-39
S-39
S-39
S-39
S-39
S-39
S-39
S-39
S-39
S-39
Flow
Value
Statement
Re-arranged CS7041, CS7042 and CS7040. Review Install base is done prior to Enter Service Request. Verify Entitlement and Identify Potential Solution can only be done after Enter Service Request. ALL in line with OBM.
Linked Manage Service Requests (CS0801) to Manage Service Schedules (CS0803), in line with OBM.
Removed partial link between Perform Field Visit (CS7045) and Manage Service Requests (CS0801). It doesn’t exist in OBM and can’t see why there should be one.
Receive Spare Parts (CS7051) is a combination of two other processes MM1090 (Pick Material) and MM1149 (Ship Material). These two processes need to be completed prior to Receiving Parts.
Added Process CS1411 (Maintain Customer Installed Base) after Perform Debrief, in line with OBM.
Higher Engineer Efficiency
Manual/Automatic Stock Replenishment
Service Request to Resolution – Inbound Call to Dispatch Wireless
11i8
Key Data
Forecasting & Demand Management
PF2011
Generate
Sales
Forecast
Production Planning
Production Planning
PF1967
Collect
Forecast
Data
Collect Historical Sales and Shipments Data to use for statistical forecasts.
Go to 2/2
S-42
S-42
S-42
S-42
S-42
S-42
S-42
S-42
S-42
S-42
PF2021
Achieve
Consensus
Forecast
Review forecasts on a regular basis and revise as needed.
PF2005
Consume
Forecast
PF2029
Identify
Plan
Type
Specify DRP, MPS, or MRP Plan Types and how they will inter-relate
PF2031
Define
Planning
Options
Define Planning Options for each plan type, including constraint types and aggregation levels
PF2037
Collect
Planning
Data
PF2038
Run
Production
Plan
Plan, KPI’s and Exceptions
Analyze Plan, KPI’s, exception messages and counts prior to releasing orders from the plan
PF3003
Simulate
with Revised Constraints
Run the plan in simulation mode with revised constraints to model potential solutions to limitations.
PF3002
Adjust
Plan
Make manual adjustments to the plan based on plan review and new information
PF3005
Implement
Revised
Constraints
Planning Mgr
Demand Planner
on Revised Constraints
Collaborate with internal and external parties to agree on revised constraints.
PF2011 Generate Forecast changed to Generate Sales Forecast per Process Library – OK but preferably not the word ‘sales’ e.g. governments don’t ‘sell’
PF2021 Review & Revise Forecast changed to Achieve Consensus Forecast per Process Library
Production Activity Control
The Planner releases the Production Schedule
PF0025
Release
Procurement
Schedule
PF1161
Release
Production
Schedule
Labor Requirements
The scheduler manages and adjusts the labor schedules and reviews allocations to various work centers.
OP0683
Manage
Machine & Other
Plant Requirements
Manage the availability of machinery and equipment to meet the production schedule.
OP1164
Schedule
Shop
Floor
ANALYZE SHOP FLOOR SCHEDULE
The scheduler reviews the exceptions generated during the scheduling of the Shop Floor.
OP1162
Identify
Shortages
SIMULATE SHOP FLOOR PLAN
The scheduler modifies Discrete requirements and Capacity Constraints and simulates a reschedule of the Shop Floor. This is an iterative process until the scheduler finds a Plan that is acceptable.
ADJUST SHOP FLOOR SCHEDULE
The scheduler identifies shop floor requirements that can be adjusted and Capacity constraints that can be adjusted
OP1164
Schedule
Shop
Floor
IMPLEMENT REVISED SHOP FLOOR PLAN
Once the scheduler has simulated a Shop Floor Plan that is acceptable, the scheduler implements the revised Requirements, Constraints and Schedule.
Go to 1/2
S-43
S-43
S-43
S-43
S-43
S-43
S-43
S-43
S-43
S-43
Planner
Flow
Value
Statement
OP1162 Schedule Shop Floor changed to Identify Shortages per Process Library
Question to EMEA Flow Owner: last section Shop Floor Scheduling loops but does not terminate – what should these process steps be? – step taken out!
S-44
Lower Costs
Increase throughput of production
S-44
S-44
S-44
S-44
S-44
S-44
S-44
S-44
S-44
S-44
S-45
11i8
Key Data
Org = M1
User = MFG/welcome
Supplier = NA
Customer = NA
Contact = NA
S-45
S-45
S-45
S-45
S-45
S-45
S-45
S-45
S-45
S-45
WIP
Sales & Operations Planning
Forecasting & Demand Management
Generate statistical forecasts based on demand history.
Collect historical sales and demand data from all relevant sources and translate into compatible format.
The corporate S&OP process which reconciles demand and production plans, typically monthly.
Calculate Optimized Item Safety Stock levels.
Calculate Optimized locations for safety stocks (postponement strategy).
Collect demand data including forecast confidence levels from all relevant sources.
Collect historical supplier performance data from all relevant sources and translate into compatible format for supplier variability.
Launch Production Plan or Plans on a regular basis.
Collect planning data from the transaction system
Production Planning
Non-MRP Material Replenishment
Analyze Plan, KPI’s, exception messages and counts prior to releasing orders from the plan. Make adjustments based on plan review and new information.
Implement the revised constraints based on the collaboration results.
Release the production schedule to work areas and procurement.
Plan non-MRP planned materials using Kanban planning, MinMax Planning, Reorder Point, cycle counts, etc.
PF3002
Adjust
Plan
PF1960
Establish
Inventory
Planning Policies
Update Inventory Planning Policies based on Safety Stock optimization, by item, quantity and location.
S-46
Return
S-46
S-46
S-46
S-46
S-46
S-46
S-46
S-46
S-46
S-46
Define forecast consumption policies and consume forecasts.
PF2011 Changed Generate Forecast to Generate Sales Forecast per Process Library
PF2021 Changed Review and Revise Forecast to Achieve Consensus Forecast per Process Library
PF2028 Changed Conduct S&OP to Conduct Pre – S&OP Sessions per Process Library
PF3001 Changed Plan Other Material (Kanban,MinMax) to Manage Direct Non-MRP Material Replenishment per Process Library
Mapping Complete!
Planning Department
Purchasing Department
Value Statement
S-47
S-47
S-47
S-47
S-47
S-47
S-47
S-47
S-47
S-47
11i8
Key Data
Org = M1
User = MFG/welcome
Supplier = NA
Customer = NA
Contact = NA
Script Combinations
Demo Script
S-48
S-48
S-48
S-48
S-48
S-48
S-48
S-48
S-48
S-48
WIP
Shop Floor Execution
Work Orders
for Manufacture
The Plant Manager issues Work Orders to shop floor for manufacture.
OP1210
Execute
& Record
OP1214
Reject
Inspect components & reject those which do not meet quality requirements.
OP1165
Expedite
Materials
Identify component shortages
Determine availability of substitutes, or jobs issued material which can be ‘borrowed’
OP0685
Issue
OP1949
Execute &
Record Outside
Operations Activity
Plant personnel complete and record outside processing moves and receipts to discrete jobs
OP1211
Move
Completed
Assemblies To Stock
Move completed assemblies to stock for future use, or to inspection to ensure adequate quality.
Review goods to ensure they meet quality requirements
Reject assemblies which do not meet quality requirements and record transaction
Move material to MRB, if required
OP0678
Inspect
Goods
OP1213
Reject
Discrepant
Assemblies
The Planner releases the Production Schedule
PF0025
Release
Procurement
Schedule
OP1167
PF1161
Release
Production
Schedule
Confirm - Completed
S-49
S-49
S-49
S-49
S-49
S-49
S-49
S-49
S-49
S-49
Planner
OP1785
Record
Resource
Usage
Actual labor activities and time are charged to the WIP order.
Rework product if necessary.
Store Finished Goods produced from WIP Orders into Storage Areas.
OP1211
Move
Completed
OP1781
Record
Material
Production
Bar-Code Mobile Device
To various points
Quality personnel notify production of results.
S-50
1/2
Return
S-50
S-50
S-50
S-50
S-50
S-50
S-50
S-50
S-50
S-50
Planner
WIP
Manufacturing Execution Part 1
Manufacturing Execution Part 2
11i8
Key Data
Product Costing
Define cost elements.
For Assembly Items Rollup Item Costs
Period Close Management
Close WIP jobs
FM1805
Perform
WIP
Flow
Value
Statement
Please note that you should go to the MM Inventory and not the MM WMS for Inventory Management.
There is no longer an MM for WMS. Be sure you are using the latest process library.
Note: all process map to FM BPs.
No changes made to process descriptions.
Process Mapping Complete!
Role Mapping TBD
Return
Return
11i8
Key Data
Product Development & Maintenance
The Formulator and Quality Engineer approves the formula/recipe for production use.
Formulator defines New Product (for experimental item).
PD1831
Update
Item
PD1830
Maintain
Routing
The Process Engineer develops the processes to be used in manufacturing, including resources for the item.
Product Costing
FM1804
Manage
Process Engineer
ingredient, and resource costs.
PD1849
Maintain
Recipe
Roles
The Formulator creates a list of components to be used in manufacturing the item.
PD1829
Maintain
Formulae
The process of creating and maintaining recipes linking the formula and routing with organization specific overrides where necessary is done.
PD0647
Estimate
Product
Costs
The Cost Accountant develops a cost estimate using material and resource costs.
Quality Control
PD1833
Maintain
Product
Specifications
The Process Engineer creates quality test specifications for the item – warehouse / location / lot / sublot, customer or supplier
Regulatory Management
The Process Engineer enters the regulatory information for the item.
Third Party
LIMS System
S-56
S-56
S-56
S-56
S-56
S-56
S-56
S-56
S-56
S-56
Flow
Value
Statement
Maintain Validity rules is incorporated in the step before PD1849 Maintain Recipe
NO OBM Process for Link inventory item to master regulatory item
S-57
S-57
S-57
S-57
S-57
S-57
S-57
S-57
S-57
S-57
S-57
S-58
11i8
Key Data
S-58
S-58
S-58
S-58
S-58
S-58
S-58
S-58
S-58
S-58
S-59
PF1766
Manage
Forecast
PF1852
.
A Planner modifies the forecast as required based on input from various Company sources (Sales, Mfg., …).
PF2014
Review
A Planner develops schedules for make to stock manufacturing.
The Planner approves the forecast run.
PF2040
Release
Schedule
PF1764
Generate
MRP
PF2004
Establish
Establish Demand management Policies such as Customer Service, Safety Stock, Performance Metrics.
The Planner reviews the error messages.
Demo Scripts
WIP
Production Planning (Process)
11i8
Key Data
Process Operation Control Execution
OP0081
Create
Production
Batches
The Plant Manager issues Batch Orders to the production floor for manufacture.
This covers the FPO.
OP1777
Identify
Shortages
Production Activity Control
Display FPO’s listing item or formula, desired production, quantity, and planned start and completion dates.
View FPO ingredient requirements before executing the order.
OP1776
Create
Production
Orders
PF1169
Control
Production
Activity
OP1778
Allocate
Material
The process of allocating raw material and packaging material to production.
PF1761
Manage
Firm
Quality Control
Quality personnel notify production of results.
Go To2/2
Third Party
LIMS System
Third Party
S-62
S-62
S-62
S-62
S-62
S-62
S-62
S-62
S-62
S-62
(POC)-Shop Floor Execution
Actual labor activities and time are charged to the batch.
Rework product if necessary.
Store Finished Goods produced from Production Batches into Storage Areas.
MM1819
Conduct
OP1781
Record
Material
Production
S-63
S-63
S-63
S-63
S-63
S-63
S-63
S-63
S-63
S-63
S-63
Roles
S-64
S-65
11i8
Key Data
Purchase Orders
The purchase order is sent to the supplier.
Receiving and Inspection
MM1136
Receive
Material –
Supplier
Receive materials from suppliers, either into inventory or into an inspection area.
MM1135
Accept
PR1182
The buyer creates a purchase order for the selected supplier.
Requisitions
PR1180
Manage
Requisitions
PR1181
Select
Suppliers
If required, inspect material before moving to inventory.
If Material fails inspection, impound material.
Manage the disposition of impounded material.
Third Party
LIMS System
PR1010
Manage
Supplier
Invoices
The AP clerk matches the invoice against the PO and/or receipt.
The invoice is approved for payment.
Inventory Management
Links to WMS
The payment is sent to the supplier.
Return
S-67
S-68
11i8
Key Data
S-69
Pick Slip
Mobile Devices
Pick/Pack rules
Manage returns
Approve RMA
Receive Cash
Go To2/2
S-70
Go To 1/2
Sales staff
Manufacturing staff
Shipping staff
Warehouse staff
Scheduling the order
Configuring the order
Creating a better buying experience for the customer
Complex Outbound Flow
Global Order Promising
Order to Cash
11i8
Key Data
Supplier = NA
Customer = SmartBuy
Contact = NA
Script Combinations
Demo Script
S-73
The supplier performance is reviewed by defects, delivery exceptions, price, volume and amounts
Vision Corporation
S-73
S-73
S-73
S-73
S-73
S-73
S-73
S-73
S-73
S-73
Flow
Value
Statement
PR0131 Changed Initiate Sourcing Activity to Analyze Sourcing Requirements per Process Library
PR0152 Changed Publish and Solicit Quotes to Provide Specification and RFQ to Suppliers per Process Library
PR0132 Changed Award to Evaluate & Award Negotiations per Process Library
PR1158 Changed Monitor Supplier Performance to Evaluate Supplier Contract Performance
Split Manage Payment into three separate process steps:
PR1010 Manager Supplier Invoices
PR5889 Approve Supplier Invoice
PR1022 Issue Supplier Payment
PR1185 changed Review Supplier Performance to Analyze Quality Performance per Process Library
Chuck question for you:
No Process identified for Review Purchasing History – could not find any volume analysis - does this need to be added to the process library?
No Process identified for Supplier Collaboration – this is the supplier reviewing online their receiving and invoice history – does this need to be added to the Process Library
Auto-Approval
What does it cover?
Return
S-74
S-74
S-74
S-74
S-74
S-74
S-74
S-74
S-74
S-74
S-74
Procure to Pay Comprehensive
11i8
Key Data
Customer = NA
Contact = NA
Script Combinations
Demo Script
S-75
S-75
S-75
S-75
S-75
S-75
S-75
S-75
S-75
S-75
S-76
Receiving
Vision Corporation
Warehouse staff
Purchasing staff
Accounts Payable
Find and view invoice
Auto-create and release purchase order against blanket order – no manual intervention
Automatic approval
S-76
S-76
S-76
S-76
S-76
S-76
S-76
S-76
S-76
S-76
Corrected Enter Payment ID from PR1016 to PR1022 Issue Supplier Payment
No BPs in the process library for Supplier Collaboration
No BP for Review Purchasing History/Volume. BPs only exist for Analyze Delivery, Price and Quality
PR0126 Changed Demand Generated to Manage Production Requisitions per process library
PR0128 Changed Approve Requisition to Authorize Requisition per process library
PR1182 Changed Create and Release Order to Issue a Purchase Order per process library
MM1136 Changed Receive Item to Receive Material – Supplier per process library
PR1931 Changed Create Invoice to Manage Evaluated Receipts per process library
PR5889 Changed Approve invoice to Approve Supplier Invoice per process library
PR1185 Changed Review Supplier Performance to Analyze Quality Performance Per Process Library
Warehouse staff
Purchasing Staff
Auto-Approval
What does it cover?
Requisition to Pay Direct
11i8
Key Data
Customer = NA
Contact = NA
Script Combinations
Demo Script
S-79
PR1182
Search for requisition
PR0128
Authorize
Requisitions
Vision Corporation
Find and view invoice
Corrected Enter Payment from PR1016 to PR1022 Issue Supplier Payment
No BPs in the process library for Supplier Collaboration
No BP for Review Purchasing History/Volume. BPs only exist for Analyze Delivery, Price and Quality
PR1180 Changed Enter Requisition to Manage Requisition per process library
PR0128 Changed Approve Requisition to Authorize Requisition per process library
PR1182 Changed Create and Release Order to Issue a Purchase Order per process library
PR1935 Changed Receive Item to Receive Non-Production Goods and Services per process library
PR1931 Changed Create Invoice to Manage Evaluated Receipts per process library
PR5889 Changed Approve invoice to Approve Supplier Invoice per process library
PR1185 Changed Review Supplier Performance to Analyze Quality Performance Per Process Library
Requisitioner
Supervisor
What does it cover?
Requisition to Pay Indirect
Key Data
Org = V1
Responsibility = Payables Vision Operations (USA), General Ledger Vision Operations
Supplier = multiple
Customer = NA
Contact = NA
Item = multiple
Script Combinations
Demo Script
S-82
Buyer
Charge back costs
PR1182
The buyer creates a purchase order for the selected supplier.
MM1136
Receive
Material –
Supplier
Receive materials from suppliers, either into inventory or into an inspection area.
PR1010
Manage
Supplier
Invoices
PR1906
Transfer
to FA Dept
Any asset related invoices (invoices coded to the asset clearing account are interfaced to Assets department for processing
FM1102
The asset is added to inventory as capital or CIP.
FM1108
Manage
Asset Inventory reports are run and verified with actual Inventory.
FM1103
Transfer
Fixed
Assets
Assets can be moved to new locations and/or (account) assignments.
FM0480
Calculate
Asset
Depreciation
Depreciation Expense is calculated and Accumulated Depreciation is updated for every capitalized asset in the Corporate Book.
FM1914
Perform
Fixed Assets
Period Close
Activities required to close Fixed Assets and send transactions to GL.
FM1104
Manage
Company owned assets are disposed. The asset is retired.
Proceeds of sale, cost of removal and any gains or losses are recorded.
FM1940
Generate
Internal
Reports
*
Inspect material in the inspection area.
Reject any materials that do not meet product quality plan standards
Flow
Value
Statement
All jelly bean men/roles will have to be consolidated (taken from different flows)
White boxes (chronological order)
4 from OBM flow ‘Inspect to Disposition’
5 from OBM flow ‘Supplier to Invoice Payment’
6 – 7 from OBM flow ‘Receipt to Assets’
8 – 9 from OBM flow ‘Assets to Depreciation’
BUT if all of the blue box ‘Use Asset’ is eAM (which would make sense) then:
8 could be eAM AM7501 Create Production Asset
9 could be eAM AM7503 Identify Maintenance Requirements,
10 – could be eAM AM7518 Execute Asset Tasks
Recommend that 11 and 12 are consolidated into one box:
FM0480 ‘Calculate Asset Depreciation’ from OBM flow ‘Asset to Depreciation’
13 from OBM flow ‘Period End Close to Financial Reports’
14 from OBM flow ‘Asset to Depreciation’ – recommend 14 comes before 12 ‘Calculate Asset Depreciation’
15 from OBM flow ‘Period End Close to Financial Reports’
Employees using assets
Accounts Payables clerks
Asset registration and assignment in asset register
Asset depreciation
Asset disposal
Asset inventory
Asset maintenance
Ability to track your assets more accurately
11i8
Key Data
User = OPERATIONS
Enterprise Asset Management
Self Service Maintenance
Supplier = GE Capital

S-85
Treasury/Cash
Customer Order
Transfer funds to net off deficit and surplus balances
Finalize reconciliation
Raise Sales Invoice
i-Store: Large value sales order placed in JPY
FM0527
Perform
Investment
Procedures
Clerk
Upload and import Bank statements using seeded formats
Invoice is raised and sent in USD instead of JPY as planned
Treasury Clerk sends confirmation letter for transaction
Vision Corporation
Drill Down to Customer Order
Includes a receipt for 100,000,000
JPY due in 90 days
Enter a Currency swap, USD against JPY
FM0537
Maintain
Exchange
FM0537
Maintain
Exchange
FM0527
Perform
Investment
Procedures
FM0527
Perform
Investment
Procedures
Return
S-85
S-85
S-85
S-85
S-85
S-85
S-85
S-85
S-85
S-85
Flow
Value
Statement
All jelly bean men/roles will have to be consolidated (taken from different flows)
No OBM flow for this scenario
White boxes (chronological order)
9, 14 = OBM FM0527 ‘Perform Investment Procedures’ – would prefer ‘Perform Investment’
6 from OF OBM Process Library
8 ‘Drilldown to Customer Order’ – is this included in OBM Proc Lib OF1069 Manage Customer Orders?
11 ‘Invoice created’ in USD instead of JPY – is this included in OF1027 Generate Customer Invoice?
Customer
Confirm the overdraft has been covered
Customer enters order on i-Store in Euro
Invoice sent in GBP not Euro
Drill down to customer order to establish potential Euro receipt in 75days
Sells forward Euro V. USD and confirm
Currency swap entered GBP V. Euro
What does it cover?
Setting up InHouse Banking/SSC
11i8
Key Data
Order Management Super User, Vision Operations (USA)
Inventory, Vision Operations (USA)
Treasury, Vision Operations (USA)

S-88
Review resource usage
PM5842
Review Accounts
Process Adjustments
Define Charge Controls
Manage approvals & signatures
S-88
S-88
S-88
S-88
S-88
S-88
S-88
S-88
S-88
S-88
Flow
Value
Statement
Emea flow mapped to OBM processes Proposal to Project Contract + Plan to Project Budget+ Project to Staffing + Project Execution to Invoice/Asset + Analysis to Project Closure, two more OBM BP‘s PM5842 and PM5866.
Also added CRM BP SL7172 Manage Opportunity, SC PR1180 Manage Requisitions.
Question:
The last process step ‚Project Analysis‘ could be either the same as already in the flow PM5839 Review Project Performance or it could be an Intelligence step???????
Sales
Streamlined global operations, reduced Operating Costs & Increased Productivity
Improved Project Collaboration
Increased Customer Satisfaction
S-89
S-89
S-89
S-89
S-89
S-89
S-89
S-89
S-89
S-89
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), BPALMER (Blair Palmer), DGRAY (Donald Gray)
Responsibilities = Projects, Vision Services (USA)
Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Management, Staffing Manager, Vision Services (USA)
iProcurement, Services (USA)
Supplier= Corporate Express Office Supply
Item=Franklin Covey Planning System, Snap Tab, Folio, Page Size 8-1/2 inch x 11 inch, Black
Demo Script
S-90
S-90
S-90
S-90
S-90
S-90
S-90
S-90
S-90
S-90
WIP
S-91
Resource Mgr
HR2108
Enter
Time
Project emember enters time in the appropriate time collection device or via the web.
Project member submits time
HR2115
Approve
Time
Entered
Project Manager approves the time entered at the end of the collection period.
HR2114
Manage
Time
Reports
Validate that the employee time collected is valid and in the correct format
Review missing timecards
Employee enters his/her expense report via the web.
Expense report is routed via the application to the Department Manger.
PR1009
Manage
Expense
Reports
PR1012
Approve
Expense
Reports
PM5858
Process
Project
Allocations
Project manager distributes administrative overhead allocation charges.
*
S-91
S-91
S-91
S-91
S-91
S-91
S-91
S-91
S-91
S-91
Flow
Value
Statement
The Emea flow scenario has been mapped to OBM flows ‚Time Collection to Payroll Processing‘ + Expense Report to Invoice‘, as well as process step ‘Process Project Allocations‘ and ‘Issue Employee Expense Payments‘ having been added.
Project Member
Project Manager
Resource Manager
Accounts Payables
Review Missing Time Cards
Distribute Costs & Generate Accounts
Increased administrative costs savings
11i8
Key Data
Users = SERVICES (Amy Marlin), BPALMER (Blair Palmer), DGRAY (Donald Gray)
Responsibilities = OTL Self Service
iExpences, Vision Services (USA)
Payables , Vision Services (USA)

S-94
PM5858
Process
Project
Allocations
PM5860
Generate
Financial
Transactions
Review financial information
The accountant
processes all the project adjustments by distributing cost for labour, expenses etc.
PM5839
Review
Project
Performance
The project manager checks status, analyses costs, profitability, revenue and time usage.
Customer
S-94
S-94
S-94
S-94
S-94
S-94
S-94
S-94
S-94
S-94
Flow
Value
Statement
Emea flow ‚Projects:Manage Expenditure & Check Status‘ doesn‘t have any OBM flow matching.
Have added the OBM process id‘s and changed the text in the blue and white boxes to align with OBM (process library).
This might rather be a core flow than a flow scenario.
Project Accounting
Project Manager
Project Costing
Project Billing
Adjust project expenditures
Transfer project expenditures
Review account distributions
Simplified and shortened billing cycle through online reviews and adjustments
Increased transparency and accuracy on chargeable and billable expenditures
Value Statement
11i8
Key Data
N/A

S-97
The financial analyst kicks off procedures for generating Draft revenue recognition
PM5866
Manage
Review expenditures
Manage cross-charges
Customer Invoices
OF5882
Present
Customer
Invoices
Customer views invoice info, argues on invoices if needed, enters payment info, etc
Customer
Generate Inter-company Invoices & Cross-charges
PM5869
Manage
Project
Invoices
The financial analyst/ project mgr reviews draft revenue and billing information
Adjusts as necessary and re-processes
Project Mgr.
approves Draft
Accounts Receivables
The financial analyst kicks off procedures
for generating invoices
are formatted for
*
Billing
S-97
S-97
S-97
S-97
S-97
S-97
S-97
S-97
S-97
S-97
Flow
Value
Statement
Emea flow Execution to Billing: Billing has been mapped to OBM flows Project Execution to Invoice/Asset+Customer Invoice to Cash.
Have merged process step (white box) Approve Project Invoices with process step Manage Project Invoices. Is this ok?
Question: The two process steps at bottom, interface/third party info, where would they fit in OBM process Library?
Project Accounting
Project Manager
Accounts Receivables
Monitor Collections & Receivables
Increased Billing Accuracy through automated billing controls
Reduced process complexity with flexible Project billing & revenue recognition rules
11i8
Key Data
Orgs = Vision Project Mfg, Vision Services
Users = PROJMFG (Max Kingston), SERVICES (Amy Marlin), CSR (United Parcel Service)
Responsibilities =
Payables, Vision Services (USA)
Projects, Vision Services (USA)
Receivables, Vision Services (USA)
Customer = United Parcel Service

S-100
OF5882
Present
Customer
Invoices
Customer views invoice info, argues on invoices if needed, enters payment info, etc
Interface Project
Project Planning
PM5815
Develop
Project
If necessary, project manager creates Gantt Chart with milestones and dependencies
PM5800
Import
Project
Plan
The project manager transfers the workplan from his pps to Oracle Projects through a standard interface
PM5809
Define
Project
Schedule
Next he defines the project scope and time scheduling for each project task
PM5827
Define
Project
Budget
Project Expenditures
The team members enter Timecards, Expense Reports, Supplier Invoices
Accountant or Project Manager generate Revenue and Draft Invoice based on Project Type and Customer Agreements
PM5842
PM5818
Define
Project
Details
Project Staffing
PM5737
Assign
Resources
The Project Manager searches for available resources based on the skill database
PM5728
Create
Staffing
Requirements
Monitor Project
PM5812
Define
Project
Plan
*
Accountant
Flow
Value
Statement
Emea flow has been mapped to OBM flows Plan to Project Budget+Project to Staffing+Project Execution to Invoice/Asset+Analysis to Project Closure.
The first three process steps are made in a project planning system other than Oracle – have still mapped them to OBM process steps.
Haven‘t mapped Process step Interface Project – should there be OBM process steps for interfaces?
Project Manager
Project Administration
Resource Manager
Project Connect
Project Costing
Project Billing
Resource Management
Account Receivables
Integration of Third Party Planning Tools with an out-of-the box interface
Interface Workplan to Oracle Projects
Enter Projects Details
Enter Project Budgets
Increase project profitability
Reduce administrative cost
Out of the box integration of multiple diversed project sources onto one single global validated project repository
Plan to Project Delivery
11i8
Key Data
N/A
S-103
Apply Team Template
Confirm Start Date
Search Resource Pool
Rank Candidates
Resource Mgr. approves
Org. Manager reviews utilization
Org. Manager reviews forecast
Return
S-103
S-103
S-103
S-103
S-103
S-103
S-103
S-103
S-103
S-103
Flow
Value
Statement
Emea flow has been mapped to OBM flows Project to Staffing+Utilization to Forecast.
Question:
Process step Review Utilization is repeated (my interpretation) at the end? If so could the last step be cancelled? If not, one of them is supposed to be something else – what?
Project Manager
Staff to Project Delivery
11i8
Key Data
Users = SERVICES (Amy Marlin), BCOCHRAN (Bob Cochran), AHAMILTON (Anne Hamilton), DGRAY (Donald Gray)
Responsibilities = Project Resource Management, Project Manager, Vision Services (USA)
Project Resource Mgmt, Staffing Manager, Vision Services (USA)
Project Resource Mgmt, Team Member, Vision Services (USA)
OTL Self Service
Customer = Imaging Innovations, Inc.
S-106
PR1010
Manage
Supplier
Invoices
The accountant matches invoices from suppliers with the purchase orders and manages the payment
Project Expenditure
Check Commitments
Check Budgets
A project member creates a requisition for an item needed for the project.
Project Manager
Project Member
Vision Corporation
Template & WBS
Project manager selects the appropriate project template and defines the work breakdown structure and customer information.
PM5821
Define
Contract
Funding
Project manager updates the existing project with agreement and funding information.
PM5827
Define
Project
Budget
PM5749
Approve
Resource
Assignment
HR2108
Enter
Time
Enter time in the appropriate time collection device or via the web.
Employee enters his/her expense report via the web.
Expense report is routed via the application to the Department Manger.
PR1009
Manage
Expense
Reports
PR1180
Manage
Requisitions
PR0128
Authorize
Requisitions
PR1933
PO can be created manually.
PR1935
PM5857
Process
Project
Expenditures
PM5866
Manage
PM5869
Manage
Project
Invoices
Initiate invoice generation process.
Customer bills are calculated, funding balances are updated and invoices are sent to Receivables.
PM5833
Manage
Project
Project manager analyzes budget to actual variances by project, task or resource.
PM5839
Review
Project
Performance
*
S-104
S-106
S-106
S-106
S-106
S-106
S-106
S-106
S-106
S-106
Flow
Value
Statement
Emea Flow ‚Project Mangement Main flow‘ has been mapped to OBM flows
‚Plan to Project Budget‘+‘Project to Staffing‘+‘Collection to Payroll Processing‘+‘Expense Report to Invoice‘ +
‚Requisition to Receipt‘ + ‚Project Execution to Invoice‘ + ‘Analysis to Project Closure‘.
Roles need to be aligned.
Project Manager
Resource Manager
Project Costing
Project Billing
Resource Management
Reduce unaccounted time
Improve cash flow
Increase resource utilization
Project Management Main Flow
11i8
Key Data
N/A
S-109
PM5845
Consultants working on the Acme project submit travel related expenses.
Project Budgeting
PM5827
Define
Project
Budget
The Project manager creates the project budget and submits for management approval.
Project Billing
Revenue is calculated, General Ledger account distributions are generated and funding balances are updated.
The financial analyst kicks off procedures for generating invoices.
Bill amounts are calculated, invoices are formatted for printing and posting and funding balances are updated.
PM5830
Manage
Project
Budget
The financial analyst approves the final budget.
Costs can now be collected against the contract project and the project is now officially kicked off.
PM5851
Consultants purchase computer supplies to be used on the project.
Supplier invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on the Acme project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan subsidiary to the Acme project.
Return
S-105
S-109
S-109
S-109
S-109
S-109
S-109
S-109
S-109
S-109
Flow
Value
Statement
Emea Flow has been mapped to OBM flows ‘Plan to Project Budget’ + Time Collection to Payroll Processing’ + Project Execution to Invoice/Asset’.
Project Manager
Generate Revenue
Reduce unaccounted time
Reduce revenue leakage
Increase Project effectivness
*
11i8
Key Data
Project Management: Budget to Bill
Return
S-112
PM5845
Exp Report Expenditures
Consultants working on the R&D project submit travel related expenses.
Project Budgeting
PM5827
Define
Project
Budget
The project manager creates the project budget and submits for management approval.
PM5830
Manage
Project
Budget
Costs can now be collected against the indirect project and the project is now officially kicked off.
PM5851
Consultants purchase computer supplies to be used on the project.
Supplier invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on the R&D project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan subsidiary to the R&D project.
Return
S-106
S-112
S-112
S-112
S-112
S-112
S-112
S-112
S-112
S-112
Flow
Value
Statement
Identical to Emea flow ‘Budget to Bill’ except shorter, this flow doesn’t have the Project Billing.
Project Manager
Project Costing
Project Billing
Check Project Performance
Improve business understanding
Budget to Cost Management
11i8
Key Data
N/A

S-115
Consultants working on the call center project submit timecards.
PM5845
Exp Report Expenditures
Consultants working on the call center project submit travel related expenses.
Project Budgeting
PM5827
Define
Project
Budget
The project manager creates the project budget and submits for management approval.
PM5830
Manage
Project
Budget
Costs can now be collected against the capital project and the project is now officially kicked off.
PM5854
Capital Asset Expenditures
The organization purchases capital equipment to be used on the project.
Asset related invoice is submitted to Accounts Payable.
Project Manager
Financial Analyst
Inventory
Expenditures
The project manager issues material out of inventory to be used on the call center project.
PM5858
Process
Project
Allocations
PM5859
Process Cross
Charges for
Shared Resources
The project manager processes charges from consultants in its Japan subsidiary to the call center project.
PM5864
Manage
Project
Assets
Return
S-107
S-115
S-115
S-115
S-115
S-115
S-115
S-115
S-115
S-115
Flow
Value
Statement
Identical to Emea flow ‘Budget to Cost Managementl’ with the addition of manage Project Assets.
Project Manager
Project Costing
Project Billing
Enter Expenditures: Timecards, Expense Reports and Purchase Orders
Interface Project Lines to Fixed Assets (Refer to Assets to Depreciation Flow in Fast Forward Flows for Financial Management)
What does it cover?
Improve business understanding
*
11i8
Key Data
N/A
Enterprise Roles
SL0773
Qualify
Lead
Qualify leads based on the criteria set for an "opportunity" that the company may invest in.
SL7192
Contact
Lead
SL7023
Assign
Lead
Alliances Manager
Outside Roles
Execute Campaign to Email
Execute Campaign to Event
Execute Campaign to Telesales
Execute Campaign to Web
SL7022
Generate
Automated
Lead
Use the “Automated Lead Routing” for all leads having enough info.
SL0776
Convert
Opportunity
Verify that the lead has emerged as a real opportunity, and that the opportunity should be pursued.
SL7170
Assign
Opportunity
Assign an opportunity to one of the potential actor and/or channel.
MK7124
Manage
Event
Registration
MK7158
Send
Product
Collateral
Partner
Channel
The process of contacting, updating all the opportunity information collected after this Sales contact
Opportunity to Order
SL7171
Assign
Opportunity to Partner
Assign a Partner to an opportunity that has been listed in the Partner Channel.
SL7173
Monitor
Partner
Opportunity
Management
Check all the opportunity information collected and sent by the Sales Org and manage the opportunity.
A
KPI
KPI
KPI
KPI
KPI
Qualification of Prospect/Lead
Increased Revenue; less loss of prospect in the qualification process
Better Qualification
Higher Employee Satisfaction in collecting and getting correct Customer data
Sales Teams
Sales Management
Alliances Team
Lead to Opportunity
11i8
Key Data
Enterprise Roles
SL7175
Generate
Baseline
Forecast
The process of preparing a first Forecast Baseline based on the information collected and the Sales Rep objectives
SL7176
Maintain
Forecast
The process of modifying an Aggregate Forecast, or an Opportunity Forecast, or a Product Family Forecast
SL7178
Compare
Subordinate
Pipeline To Forecast
The process of receiving all the Forecast submitted by the Sales Reps, (subordinate) and comparing it with the Management figures
SL7174
Review
Pipeline
The process of capturing Opportunity information and reviewing the activities linked to it
SL7177
Submit
Forecast
The process of submitting the Forecast to his/her manager for review and consolidation
SL7179
Generate
Final
Forecasts
The process of modifying and generating the final Aggregate Forecast, Opportunity Forecast, and Product Family Forecast
SL7180
Accept
Forecast
The process of verifying the consistency and possibility of the management Forecast
SL7181
Rollup
Forecast
SL7177
Submit
Forecast
The process of submitting the Forecast to his/her manager for review and consolidation
KPI
KPI
S-121
S-121
S-121
S-122
S-122
S-122
Forecast values and rollup periodically though hierarchy online
Rollup forecast to next level and submit
What does it cover?
Where is the ROI?
reducing forecast effort dramatically
Sales Force
Sales Management
Demo Script
11i8
Key Data
S-123
S-123
S-123
Enterprise Roles
Outside Roles
Order to Status Inquiry
SL7148
Initiate
Checkout
The process of the customer initiating checkout, entering password, financial information and shipping information
Customer
Needs
Assistance
Yes
No
SL0794
Maintain
Contract
The process of managing the variations and/or changes from the terms and conditions of the contract over the life of the contract by any of the parties bound by the contract.
Customer
Accepts
Pricing
& Contract
terms
SL7365
View/Receive
Discounts &
Promotions
SL0790
Negotiate Pricing, Discounts &Terms
The process of determining pricing and discounting of products or services during the quote process.
CM7090
Request
Web Call–back
Customer requests a call–back from either a Sales or Service agent who can answer questions or give assistance.
Yes
No
Provide pre–sales/transactional support
Customers place purchase based on contractual terms, conditions, and pricing
What does it cover?
Where is the ROI?
Increase order accuracy to 99% or better
Serve broad range of customers
Reduce shopping cart abandonment
Demo Script
11i8
Key Data
Receive
Service
Contact
Review
Install
Base
CS7041
Validate
Customer
Records
CS7037
CS7036
Receive inbound customer call
Receive inbound call or customer service request
Receive an automated screen pop via CTI
Gather information about individual or business
Verify that information is current
CS7042
Verify
Entitlement
Review customer warranty information
Determine the level and type of service available to the customer
Service Entitlement to Resolution
Order to Status Inquiry
Forum Posting to Response
Email Inquiry to Response
Transfer Installed Base ownership
Log into Interaction Center Systems
The process of logging into Teleservice application and interaction center work queue.
SL7156
Receive
Screen Pop
and Script
Process of receiving an automated screen pop and Telesales script from CTI.
Business Flow
Inbound call center business process integrated out of the box
Track service requests
Verify service entitlement
Eliminate revenue leakage from providing en–entitled service
Customer
Demo Script
11i8
Key Data
Customer Invoice to Cash
Add Contract Parties
Manage approvals from company signatories
Complete contract terms & conditions
Business Flow
S-130
S-130
S-130
S-131
S-131
S-131
Contract versioning and change control
Contract Quality Assurance checking
Reduce administrative costs
Accurate Bills
Reduce cost of maintaining inconsistent contracts (e.g., global pricing errors)
Contracts Managers
Sales Teams
Admin Teams
Demo Script
11i8
Key Data
S-132
S-132
S-132
Return
Review
Define Renewal Rules
Re–Pricing Rules
Add Contract Parties etc
S-133
S-133
S-133
Return
S-134
S-134
S-134
Business rules for billing, payments terms, etc.
Contract Quality Assurance checking
Increase customer satisfaction by better managing service level agreements
Eliminate penalty costs from contract non–performance
Reduce administrative costs
Customer
Return
11i8
Key Data
S-135
S-135
S-135
Return
Define quality guidelines for Contract QA
Run QA check for every contract
Update the contract with any product changes, service level agreements, and new effective/expiration dates
Record Termination Reason
Communicate contract terms & service level objectives
Notify sales reps and others of important change in customer status or disposition
Author to Sign Contract
KPI
Return
Approval Management via workflow
Automatic quality assurance check
What does it cover?
Where is the ROI?
Reduce liability and penalties due to contract errors
Reduce lost revenue from contract expirations
Reduce revenue leakage from billing inaccuracies
Return
11i8
Key Data
Return
Select Contracts
Manage approvals from company signatories
Communicate contract terms & service level objectives.
Update the contract with any product changes, service level agreements, and new effective/expiration dates
Create and/or update new contract
Obtain customer's authorization.
Notify Sales Rep
Determine which contracts are expiring and are eligible for renewal
Contact the customer regarding the renewal of the service contract and discuss the contract details.
Return
Automatic notification to Sales of expiring contract
Manage approvals via workflow
Automatic quality assurance check
What does it cover?
Where is the ROI?
Improved Customer Satisfaction
Sales Teams
Contracts Managers
Admin Teams
Return
11i8
Key Data
Return
Opportunity to Forecast to Management Rollup
Plan to Schedule
PF3001
Plan
Material
Plan non–MRP planned materials using Kanban planning, MinMax Planning, Reorder point, cycle counts, etc..
PF1966
Generate
Item Safety
Stock Levels
Calculate for all locations where items have maintained safety stock levels.
PF1963
Collect
Demand
Collect demand data including forecast confidence levels from all relevant sources.
PF1967
Collect
Forecast
Data
Collect Historical Sales and Shipments Data to use for statistical forecasts.
PF2011
Generate
Sales
Forecast
PF2021
Achieve
Consensus
Forecast
PF2038
Run
Production
Plan
and Exceptionsx
Analyze Plan, KPI’s, exception messages and counts prior to releasing orders from the plan
PF2040
Release
Schedule
PF3005
Implement
Revised
Constraints
PF3004
Collaborate
on Revised Constraints
Collaborate with internal and external parties to agree on revised constraints.
PF3003
Simulate
with Revised Constraints
PF3002
Adjust
Plan
PF1962
Collect
Supply
Collect historical suppler performance data from all relevant sources and translate into compatible format.
Customer Collaboration to Consensus Forecast
Supplier Collaboration to Supplier Commitment
KPI
KPI
KPI
KPI
KPI
KPI
KPI
KPI
Return
Enable holistic planning and optimization
Produce single plan creation for tactical, long, and short term planning
Improve asset utilization
Planners
Sales
Marketing
Return
11i8
Key Data
Return
PD1096
Maintain
Item
Master
An Engineer creates an Engineering Item for others’ review & evaluation
PD1098
Maintain
Material
An Engineer creates a list of components to be used in manufacturing the item.
PD1160
Maintain
Routings
An Engineer develops the processes to be used in manufacturing, including resources.
PD0646
Manage
Product
An Engineer releases the Item, BOM and Routing to Manufacturing
PD0647
Estimate
Product
Costs
The Cost Accountant develops a cost estimate using material and labor costs.
FM0522
Manage
FM0520
Review
Cost
Information
PD1288
The Engineer creates an ECO and assigns a review/approval process.
PD0634
Manage
Effectivity
Date Control
Effectivity of new components can be defined as a function of calendar dates, or of obsolete component depletion.
PD1091
Request
ECO
Any user can request that an Engineering Change Order (ECO) be used to control the evaluation process.
PD1092
Evaluate
ECO
Each Reviewer can see all Product (Item, Bill, Routing) data.
Each Reviewer has the opportunity to approve or reject the ECO.
PD1095
Implement
ECO
Approved ECO’s are implemented according to effectivity dates
An Engineer puts together design information detailing the item and it’s characteristics..
PD0628
Develop
Detailed
Design
To Inv /
Shipping Org
Assign Product to Inventory & Shipping Organizations as part of new product intro
Business Flow
Demo Scripts
Return
Reduced ECO cycle time
Decreased time to find product information
Decreased time spent on travel/communication
Manufacturing, Purchasing, Planning, Order Management, Service
Engineering
Marketing
Customers
Suppliers
Projects
Sourcing
Return
11i8
Key Data
Return
PR0132
Evaluate
Collect and evaluate Responses to award the contract or agreement.
PR0131
Analyze
Sourcing
Requirements
PR0136
Develop
PR0152
Provide Specifications
and RFQ
The process of providing specifications and requests for quotation to a supplier.
Enterprise Roles
Receive RFX or Quote from Supplier.
Negotiate incentives and penalties with suppliers as part of a business agreement.
Qualify suppliers who have submitted a bid or quotation
PR0135
Negotiate
PR0133
Maintain
Negotiated
Agreements can be purchase orders, requisitions, blankets or contracts.
Outside Roles
Return
Support all negotiation types with robust buyer and supplier tools
Multi–attribute bidding and analysis
What does it cover?
Where is the ROI?
Increased number of sourced items and use of contracts and agreements
Reduced unit price
Decrased sourcing cycles
Return
Sourcing Auctions (Detailed Sourcing Flow)
11i8
Key Data
Return
FM0491
Approve
Budgets
Approve final budget and communicate to all departments and companies.
FM0487
Maintain
Budgets
Review total budget.
FM5876
Import
Budgets
FM5875
Define &
Generate
KPI
KPI
KPI
KPI
Return
Define budget strategy and approach
Import budget details from external system or define and generate budget allocations
Consolidate and approve budgets
What does it cover?
Where is the ROI?
Improve the tracking of detail budgets
Financial Analyst
Return
11i8
Key Data
Return
FM1118
Enter
Journal
Entries
Journals for recurring transactions are generated.
FM0511
Post
Journal
Entries
FM0510
Process
Reserves,
Reversals &
Reverse prior period accruals, clear suspense accounts, and generate reversing entries.
FM1114
FM1121
Reconcile
Accounts
FM1948
Perform
WIP
Period Close
Activities required to close Work–in–Process and send transactions to G

Documents

Business Flows