Using the Business Process Flow, you will model the process the sales quote for FusionNX and in the SalesToContract business process meant for the creation of Sales Quote. The SalesToContract business process implements a solution for sales representatives to submit the sales quotes and manage all the approvals within a particular sales organization. The sales quote travels through many phases and gets finalized. Once finalized, it's saved in FusionNX's Enterprise database.
The SalesToContract process has many tasks. Let us define the major tasks of the SalesToContract business process:
- Defining the task—Enter sales quote
- Task: Entering a sales quote is a Sales Representative's solution process to:
- Submit the sales quote:
- i. Manage approvals
- ii. Role: Sales Representative
- Data: Input and output business data is
Quote. - Outcomes: The Sales Representative, as a process participant, is responsible for the creation of a sales quote. He will create the sales quote initially, and after rejections from Approvers, edit it as well.
- Defining the task—Business Analyst review
- Task: Sales quote review
- Role: Business Analyst
- Data: Input and Output business data is "Quote" (
Quote.xsd) - Outcome: The Business Analyst as process participant can either approve or reject the quote.
If approved: The process continues forward.
Else: On rejection, the flow token reaches the Sales Representative again, to refine and resubmit the quote.
- Defining the task—Quote Approval
- Task: Quote Approval has two parallel tasks
- i. Deal Step Approval
- ii. Term Step Approval
- Roles: Approvers
- Data: Input and Output business Data is "Quote" (
Quote.xsd) - Outcomes: Approver as Process Participant can either APPROVE or REJECT the quote
If Approved: The Process continues forward.
Else: On rejection, the process reaches the Sales Representative again, to refine and resubmit the quote.
- Task: Quote Approval has two parallel tasks
- Defining the task—Finalize Contract
- Task: Contract Finalization
- Role: Contracts
- Data: Input and Output Business Data is "Quote" (
Quote.xsd) - Outcome: The quote is saved in the Enterprise database by external service call
How it works...
Task definition is the primary objective of Process Flow definition. The Process Analyst has to define roles and responsibilities, which depend on the task definitions. The Process Analyst can choose any tools to carry out the task definition. However, he must try and understand the process to the best of his ability.
Approve Deal is used for approving the deal structure of the quote, and the Approve Terms step is used for approving the terms of the quote.