Sales Module
2021-04-22 13:59:22 7 举报
AI智能生成
Sales Module导图
作者其他创作
大纲/内容
Sales Setup
Sales Option
基础数据设置,只有一条数据
以Operating Unit数据隔离
灵活设置不同模块的Price Modification
Sales Group
基础数据设置,只有一条数据
以Inventory Organization数据隔离
Data Sharing
打开:小组之间的数据共享,大家共享数据
关闭 : 小组之间的数据不共享,大家各自只能看到自己的数据;
Final Group=Y
最终的Sales Group会指派到具体的Sales Person
User部分,Customer部分显示
Is Active
活跃的:小组才能关联业务单据
非活跃的小组:不会关联业务单据
Cost of Goods Sold
BPM
流程发起人,业务单据的创建人
Purchase Manager Approval Node
Financial Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
Status
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval ;
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval .
BPM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval .
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending ;
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending ;
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved ;
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected ;
Superseded
Approved 后的单据,Revise后,最后一个节点Approved,触发旧的单据Status == Superseded ;
当头 Status (头) ==Cancelled || Superseded ,触发 General 部分的Is Active ==Inactive && 所有行 的Is Active ==Inactive ;
Cancelled
流程平台,点击Cancel 按钮,触发Status == Cancelled ;
当头 Status (头) ==Cancelled || Superseded ,触发 General 部分的Is Active ==Inactive && 所有行 的Is Active ==Inactive ;
有系统导入功能
以Operating Unit数据隔离
Status
Pending Approval
Approved
Rejected
Superseded
Cancelled
报表
Cost of Goods Sold Details
Cost of Goods Sold Details --Past
定时器会根End Date 跑
System Date > End Date > ,Is Active ==N
Cost of Goods Sold No
Revise
Approved
Edit Cost of Goods Sold Page(Approved)--(Revise)
Cancel
BPM
Sales Price List
BPM
流程发起人,业务单据的创建人
Sales Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
Currency
本币
外币
以Operating Unit数据隔离
有系统导入功能
Status
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval ;
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval .
BPM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval .
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending ;
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending ;
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved ;
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected ;
Superseded
Approved 后的单据,Revise后,最后一个节点Approved,触发旧的单据Status == Superseded ;
子主题
Cancelled
流程平台,点击Cancel 按钮,触发Status == Cancelled ;
当头 Status (头) ==Cancelled || Superseded ,触发 General 部分的Is Active ==Inactive && 所有行 的Is Active ==Inactive ;
定时器会根End Date 跑
System Date > End Date > ,Is Active ==N
Sales Price List No
Revise
Approved
Edit Sales Price List Page-Approved -Revise
Copy Doc
Create New Sales Price List Page-Copy
Cancel
BPM
Sales Contract
BPM
流程发起人,业务单据的创建人
Sales Manager Approval Node
Financial Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
以Inventory Organization数据隔离
Status
Draft
创建页面---点击Save Draft按钮,提交成功后就是Draft状态 .
Draft的编辑页面--页面点击Save Draft按钮,提交成功后就是Draft状态
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval ;
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval .
BPM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending ;
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved ;
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected ;
Closed
合同日期的比较--系统的日期已经大于合同的结束日期(End Date),系统也会自动转变为Closed状态 && Inactive
金额的比较 --合同如果有输入最大金额Max Contract Value,那么最大金额超过,触发Status== Closed && Inactive ;
Superseded
Approved 后的单据,Revise后,最后一个节点Approved,触发旧的单据Status == Superseded
Status == Superseded , 触发 Is Active ==Inactive
Cancelled
流程平台,点击Cancel 按钮,触发Status == Cancelled
Status == Cancelled , 触发 Is Active ==Inactive
Type
Common
Blanket Sales Agreement
Cumulative Pricing=Y
Superposition Calculation叠加打折计价
Single Calculation单独打折计价
Cumulative Pricing=N
Superposition Calculation叠加打折计价
Single Calculation单独打折计价
Button
Submit
Save Draft
Back
数据来源
销售机会关联合同
Sales Contract No
定时器跑
跑合约时间
合约数量用完
合约的最大金额使用完毕
Revise
Approved
Edit Sales Contract Page-Revise
Cancel
BPM
Service Order
以Inventory Organization数据隔离
SIC
关联
不关联
Status
Open
创建页面,点击Submit就是Open状态
Quoted
Service Order对应的Sales Quotation的状态是Approved,会触发改变这里的状态是Quoted ;
Invoiced 已开票
创建发票的时候,Document No选择的Sales Quote No对应Sales Order的发票转变为Open 状态,那么服务报告的状态就会转变为)Invoiced
Closed
财务系统接进来后触发
Type
Repair
Replace Spare Parts
Troubleshooting
Repair Faults
Modification
Installation
Other
Content
Add Item
Add Service
Add Adhoc Entry
Service Order No
Service Order对应的Sales Quote: 一对一
Sales Quotation
BPM
流程发起人,业务单据的创建人
Sales Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
Status
Draft
创建页面---点击Save Draft按钮,提交成功后就是Draft状态 .
Draft的编辑页面--页面点击Save Draft按钮,提交成功后就是Draft状态
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval
BPM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval .
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending ;
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected ;
Closed
SQ对应的SO的Status ==Approved只要SO一提交就触发Status==Closed)---------------在SO触发;
Superseded
Approved 后的单据,Revise提交(Submit提交后实时触发),触发旧的单据Status == Superseded
Cancelled
流程平台,点击Cancel 按钮,触发Status == Cancelled
Line Status
Open
初始状态为Open
Pending Delivery
SO头状态是Pending Delivery,触发非Cancelled 状态的Line Status变为Pending Delivery
Partially Delivered
SO头状态为Pending Delivery,Delivery Order模块触发,对应的行数据部分发货,触发行状态Partially Delivered ;(SO 对应的DO已经部分出库了)
Delivered/Closed
Delivery Order模块触发,SO 对应的DO对应的出库单 (全部出库),触发状态Delivered ;
Cancelled
行数据取消后触发Line Status ==Cancelled ;
Doc From
None
默认
Sales Opportunity
Sales Contract
Service Order
Automated Email
Y
N
Multiple-Address
Y
N
Button
Submit
Save Draft
Back
Sales Quotation No
Print /Export PDF
Approved后
Superseded
Closed
Revise
Doc From==Service Order 不显示此按钮;
Approved
Edit Sales Quotation Page(Revise )
Cancel
BPM
以Inventory Organization数据隔离
Sales Order
BPM
流程发起人,业务单据的创建人
Sales Manager Approval Node
Financial Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
Status
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval .
PM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending ;
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected
Pending Delivery
Status ==Pending Approval ,审批通过后(Payment Term中没有Down Payment的Stage),触发Status==Pending Delivery
Status ==Approved ,开完Down Payment发票后(Payment Term中有Down Payment的Stage),触发Status==Pending Delivery.
Delivered
Status ==Pending Delivery ,所有行的Line Status=Delivered或部分Line Status=Cancelled其它的Line Status=Delivered,触发Status==Delivered ;
Closed
Status ==Delivered ,SO对应Payment Term的所有Stage的Is Invoice==Yes ,触发SO Status (头) ==Closed
Cancelled
Status ==Approved , 也可以点击Cancel按钮,触发Status == Cancelled
流程平台,点击Cancel 按钮,触发Status == Cancelled
Doc From
Sales Quotation
Sales Quotation 的 Status=Approved && Active && 没有关联过Sales Order No && 过滤Date Promised为空的SQ
Sales Contract
Sales Contract Status== Approved && Active && Sales Contract 对应的Logistic部分 Ship to Address 不为空的
过滤数据 :
1:Sales Contract 的Incoterm!=EXW - ExWorks ,Sales Contract 对应的Logistic部分 Ship to Address 为空的 ---过滤掉 ;
2:Sales Contract 的Incoterm=EXW - ExWorks ,对应的Logistic部分 Ship to Address 为空的 -----------------不需要过滤 ;
3:合同满足条件必须是同SQ所在的销售小组管理的Customer中的BP签订的合同 ,需求已经更新 ;
4:过滤掉· Sales Contract Type== Blanket Sales Agreement(阶梯价)&& Cumulative Pricing==Yes (累计计价)-------检查有没有在此SO之前创建的SQ Status(头)!= Cancelled || Closed ;
Sales Order No
数据权限------------------以业务实体、库存组织进行数据隔离
Line Status
Open
初始状态为Open
Pending Delivery
SO头状态是Pending Delivery,触发非Cancelled 状态的Line Status变为Pending Delivery
Partially Delivered
SO头状态为Pending Delivery,Delivery Order模块触发,对应的行数据部分发货,触发行状态Partially Delivered ;(SO 对应的DO已经部分出库了)
Delivered/Closed
Delivery Order模块触发,SO 对应的DO对应的出库单 (全部出库),触发状态Delivered ;
Cancelled
行数据取消后触发Line Status ==Cancelled ;
Sales Order No
点击Submit 按钮,就会触发消息功能
Print /Export PDF
Approved后
Pending Delivery
Delivered
Closed
Cancel
Pending Delivery
BPM
Cash Sales Order
Status
Pending Invoice
创建页面点击Submit后,,触发Status==Pending Invoice.
Pending Delivery
开发票后 ,触发Status==Pending Delivery.
Closed
Cash Sales Order , Do 关闭后,Received QTY=QTY,触发Line Status ==Closed,当所有的Line Status ==Closed,触发Status==Closed。
Cancelled
Status==Pending Invoice ,可以取消 :Cash Sales Order对应的所有Line Status ==Cancelled ,触发头的状态== Cancelled;
Line Status
Pending Delivery
Cash Sales Order提交后头状态是Pending Invoice,触Line Status为Pending Delivery。
Partially Delivered
SO头状态为Pending Delivery,Delivery Order模块触发,对应的行数据部分收到货(Received QTY<QTY),触发行状态Partially Delivered。
Delivered
Delivery Order模块触发,对应的行数据全部收到货(Received QTY=QTY),触发状态Delivered
Cancelled
行数据取消后触发Line Status ==Cancelled
以Inventory Organization数据隔离
Sales Group
Sales Order No
点击Submit 按钮,就会触发消息功能
Print /Export PDF
Pending Delivery
Closed
Cancel
Pending Invoice
数据权限------------------以业务实体、库存组织进行数据隔离
Delivery Order
Status
Pending Outbound
创建页面点击Submit按钮,触发头状态就是Status==Pending Outbound
Inventory Option 的Auto Stock-Out==Yes && Delivery Order 的Status(头) ==Pending Outbound , Line Status==Pending Outbound-------系统自动生成Open状态的Outbound Warehouse出库单;----在Delivery Order模块触发
Goods Issue : 已经出库
DO Status(头)==Pending Outbound,出库回写对应行的Stocked Out QTY== DO QTY, 触发 DO Line Status ==Goods Issue ;
所有Line Status == Good Issue ,触发 Status (头)== Goods Issue ;
Delivery Order 对应的Outbound Warehouse行产品已经出库;触发Line Status == Goods Issue ; Do 对应的所有Line Status ==Goods Issue ,触发DO 的 Status (头)==Goods Issue----在Outbound Warehouse 模块触发
Closed
DO 对应的所有行数据的Line Status全部Closed或者部分Cancelled ,才会触发头Status==Closed
DO对应的SO 的Payment Term 的Stage ==1 && Down Payment ==Yes && Goods Issue==Yes ;(第一阶段的付款条款,先开预付款发票 ,再发DO , )
Down Payment ==Yes && Goods Issue==Yes : 在开票模块 只可以开一次发票,SO 开预付款 ;DO Status == Closed ;触发SO 对应的Payment Term 跳转到下一个阶段 ;
Cancelled
DO对应的所有Line Status ==Cancelled ,触发头的状态== Cancelled,部分行状态 Line Status ==Cancelled ;
Line Status
-Pending Outbound
提交就触发 Line Status ==Pending Outbound ;
Partially Outbound
DO Status(头)==Pending Outbound,出库回写对应行的Stocked Out QTY,行数据Stocked Out QTY< DO 行的QTY, 触发 DO Line Status ==Partially Outbound ;
Goods Issue
DO行的 QTY ==Stocked Out QTY ,(全部出库) ;触发 Line Status ==Goods Issue
Closed
DO Status(头)==Goods Issue,填写Acknowledge Receipt 后,如果行的QTY==Received QTY,触发 DO Line Status ==Closed ;
DO 的 Line Status == Closed,触发Doc From ==Sales Goods Return 的Line Status ==Closed ;
Cancelled
行数据取消后, 触发DO Line Status ==Cancelled ;
Doc From
Sales Order
默认
Sales Order 的Status (头)=Pending Delivery && Sales Order 所关联的Sales Contract 的Consignment==YES ||No && SO对应的Payment的所有Stage中,Is Invoice==No (未开票 ),SO 对应的未开票的Stage中Goods Issue ==Yes ;
单选
Sales Goods Return
Cash Sales Order 的Status (头)=Pending Delivery && Line Status ==Pending Delivery ;
单选
Cash Sales Order
同一个库存组织 && Sales Goods Return Status (头)=RMA && Line Status == RMA
单选
Delivery Order No
【点击】Submit 按钮,就会触发消息功能
Automated Email
Yes:系统自动发邮件(DO Pending Outbound 的时候触发)
No :系统不会自动发邮件,在Email模块等待发送的页面查看并手动选择触发系统发送;
收件人
收件人为Cash Sales Order 的-Contact Person Email (为空则不发送 )
收件人为DO的BP的-Contact Person Email
Print /Export PDF
Pending Outbound
Closed
Cancel
Pending Outbound)
数据权限------------------以业务实体、库存组织进行数据隔离
Progress Claim
Status
Open
创建页面点击Submit,提交Status==Open
Pending Invoice
Status ==Open,点击Acknowledged,提交触发 :Status==Pending Invoice ;
Closed
Status ==Pending Invoice , 在Tax Invoice 模块触发 ,开完发票后:触发Status==Closed
Cancelled
Status ==Open ,点击Cancell ,触发Status==Cancelled
Progress Claim No
Sales Order对 Progress Claim 的关系
一对一
If ( Sales Order 的Payment Term 的Stage 只有一个Goods Issue ==关){
Sales Order 对Progress Claim ---一对一
Sales Order 对Progress Claim ---一对一
一对N
else {
Sales Order 对Progress Claim ---一对N
Sales Order 对Progress Claim ---一对N
取决于 SO 对应的Payment Term 的所有 Stage中有多少个 Goods Issue ==No的阶段 (一个Stage -Goods Issue ==关 ,对应一个Progress Claim);
Submit 按钮,就会触发消息功能
Automated Email
Yes:系统自动发邮件(Progress Claim No --Open 的时候触发)
No :系统不会自动发邮件,在Email模块等待发送的页面查看并手动选择触发系统发送;
收件人
收件人为Cash Sales Order 的-Contact Person Email (为空则不发送 )
收件人为DO的BP的-Contact Person Email
Print /Export PDF
Open
Pending Invoice
Closed
Cancel
Open
Sales Goods Return
BPM
流程发起人,业务单据的创建人
Sales Manager Approval Node
GM Approval Node
MD Approval Node
Time Out Reminder Email
BPM图
Status
Pending Approval
创建页面点击Submit按钮,提交成功Status ==Pending Approval ;
Process Status ==Pending, 所对应的业务单据Status ==Pending Approval .
BPM流程平台触发 :Rejected状态的编辑页面--页面点击Submit按钮,提交成功Status ==Pending Approval .
Status ==Pending Approval ,BPM流程开启 --触发Process Status ==Pending ;
业务模块触发 : Approved 页面重新提交,Status ==Pending Approval ;新的流程起动 ,Process Status ==Pending ;
Approved
对应任务节点的审批人 : 最后审批节点Approve 触发---点击Approve按钮,提交成功Status ==Approved ;
Rejected
对应任务节点的审批人 :Pending Approval上级审批编辑页面---点击Reject按钮,提交成功Status ==Rejected ;
RMA
Approved状态过后,有所有行的行状态==RMA \\ 或者部分==Closed ,触发头的Status==RMA;
Closed
所有的行状态==Closed,触发头的Status ==Closed
Cancelled
· 流程平台,点击Cancel 按钮,触发Status == Cancelled
Print /Export PDF
Approved
RMA
Closed
Cancel
BPM
Open
以Inventory Organization数据隔离
退货源头
Delivery Order No
Delivery Order No Status== Goods Issue || Closed && Line Status Goods Issue ||==Closed
Tax Invoice
无Status
Doc From
Sales Order
Doc From==Sales Order && SO Status ( 头 )== Approved && SO 对应的Payment Term的Stage : Is Invoice==No && Stage 对应的 Down Payment== Yes
单选
Delivery Order
DO 的Doc From ==Sales Order && DO Status (头 )=Pending Outbound || Goods Issue || Closed &&DO对应的 SO对应的Payment Term 对应的Stage :Is Invoice== No (最小的Stage值) && Goods Issue== Yes ;
过滤掉 这种请款的DO:Payment Term 的Stage ==1 && Down Payment ==Yes && Goods Issue==Yes ;(第一阶段的付款条款,先开预付款发票 ,再发DO , )
· Down Payment ==Yes && Goods Issue==Yes : 在开票模块 只可以开一次发票,SO 开预付款 ;DO Status == Closed ;触发SO 对应的Payment Term 跳转到下一个阶段 ;
多选
Progress Claim
Doc From=Progress Claim && Progress Claim --Status=Pending Invoice && SO对应的Payment Term 对应的Stage :Is Invoice== No
Content部分带出Internal Part No :Doc From==Progress Claim &&Progress Claim对应的 Sales Order 对应的(Line Status != Cancelled )
单选
Cash Sales Order
Doc From ==Cash Sales Order && 的Cash Sales Order Status( 头 ) =Pending Invoice ;
单选
Print /Export PDF
Print /Export PDF
编辑页面
无取消
数据权限
以业务实体
库存组织(Sales Organization开关为开)进行数据隔离
自由主题
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