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 Module
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
以Inventory Organization数据隔离
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;
Data Sharing
最终的Sales Group会指派到具体的Sales Person
User部分,Customer部分显示
Final Group=Y
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
Is Active
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
创建页面点击Submit按钮,提交成功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 ;
Pending Approval
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 ;
Approved
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 ;
Rejected
Approved 后的单据,Revise后,最后一个节点Approved,触发旧的单据Status == Superseded ;
当头 Status (头) ==Cancelled || Superseded ,触发 General 部分的Is Active ==Inactive && 所有行 的Is Active ==Inactive ;
Superseded
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当头 Status (头) ==Cancelled || Superseded ,触发 General 部分的Is Active ==Inactive && 所有行 的Is Active ==Inactive ;
Cancelled
Status
有系统导入功能
Cost of Goods Sold Details
Cost of Goods Sold Details --Past
报表
System Date > End Date > ,Is Active ==N
定时器会根End Date 跑
Cost of Goods Sold No
Edit Cost of Goods Sold Page(Approved)--(Revise)
Revise
BPM
Cancel
Sales Price List
Sales Manager Approval Node
本币
外币
Currency
子主题
System Date > End Date > ,Is Active ==N
Sales Price List No
Edit Sales Price List Page-Approved -Revise
Create New Sales Price List Page-Copy
Copy Doc
Sales Contract
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
Draft
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
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
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 ;
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 ;
Closed
Approved 后的单据,Revise后,最后一个节点Approved,触发旧的单据Status == Superseded
流程平台,点击Cancel 按钮,触发Status == Cancelled
Common
Superposition Calculation叠加打折计价
Single Calculation单独打折计价
Cumulative Pricing=Y
Cumulative Pricing=N
Blanket Sales Agreement
Type
Submit
Save Draft
Back
Button
销售机会关联合同
数据来源
Sales Contract No
跑合约时间
合约数量用完
合约的最大金额使用完毕
定时器跑
Edit Sales Contract Page-Revise
Service Order
关联
不关联
SIC
创建页面,点击Submit就是Open状态
Open
Service Order对应的Sales Quotation的状态是Approved,会触发改变这里的状态是Quoted ;
Quoted
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
Invoiced 已开票
财务系统接进来后触发
Repair
Replace Spare Parts\t
Troubleshooting
Repair Faults\t
Modification
Installation\t
Other
Add Item
Add Service
Add Adhoc Entry
Content
Service Order No
Service Order对应的Sales Quote: 一对一
Sales Quotation
创建页面点击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 ;
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
SQ对应的SO的Status ==Approved只要SO一提交就触发Status==Closed)---------------在SO触发;
Approved 后的单据,Revise提交(Submit提交后实时触发),触发旧的单据Status == Superseded
初始状态为Open
Open
SO头状态是Pending Delivery,触发非Cancelled 状态的Line Status变为Pending Delivery
Pending Delivery
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)
Partially Delivered
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 ;
Delivered/Closed
行数据取消后触发Line Status ==Cancelled ;
Line Status
默认
None
Sales Opportunity
Doc From
Y
N
Automated Email
N
Multiple-Address
Submit
Save Draft
Back
Button
Sales Quotation No
Approved后
Print /Export PDF
Doc From==Service Order 不显示此按钮;
Edit Sales Quotation Page(Revise )
Sales Order
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
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
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.
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 ;
Delivered
Sales Quotation 的 Status=Approved && Active && 没有关联过Sales Order No && 过滤Date Promised为空的SQ
Sales Contract Status== Approved && Active && Sales Contract 对应的Logistic部分 Ship to Address 不为空的
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 ;
过滤数据 :
Sales Order No
数据权限------------------以业务实体、库存组织进行数据隔离
点击Submit 按钮,就会触发消息功能
Cash Sales Order
创建页面点击Submit后,,触发Status==Pending Invoice.
Pending Invoice
开发票后 ,触发Status==Pending Delivery.
Cash Sales Order提交后头状态是Pending Invoice,触Line Status为Pending Delivery。
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。
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
行数据取消后触发Line Status ==Cancelled
Line Status
Sales Order No
Pending Invoice
Delivery Order
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
Pending Outbound
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
Goods Issue : 已经出库
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 ;
提交就触发 Line Status ==Pending Outbound ;
-Pending Outbound
Partially Outbound
Goods Issue
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 ;
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
Cash Sales Order 的Status (头)=Pending Delivery && Line Status ==Pending Delivery ;
Sales Goods Return
同一个库存组织 && Sales Goods Return Status (头)=RMA && Line Status == RMA
Delivery Order No
【点击】Submit 按钮,就会触发消息功能
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
收件人
Automated Email
Pending Outbound
Pending Outbound)
Progress Claim
创建页面点击Submit,提交Status==Open
Open
Status ==Open,点击Acknowledged,提交触发 :Status==Pending Invoice ;
Progress Claim No
If ( Sales Order 的Payment Term 的Stage 只有一个Goods Issue ==关){Sales Order 对Progress Claim ---一对一
一对一
else {Sales Order 对Progress Claim ---一对N
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);
Sales Order对 Progress Claim 的关系
Submit 按钮,就会触发消息功能
Yes:系统自动发邮件(Progress Claim No --Open 的时候触发)
Sales Goods Return
创建页面点击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状态过后,有所有行的行状态==RMA \\\\ 或者部分==Closed ,触发头的Status==RMA;
RMA
所有的行状态==Closed,触发头的Status ==Closed
· 流程平台,点击Cancel 按钮,触发Status == Cancelled
Delivery Order No
Delivery Order No Status== Goods Issue || Closed && Line Status Goods Issue ||==Closed
退货源头
Tax Invoice
无Status
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
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
Delivery Order
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 )
Doc From ==Cash Sales Order && 的Cash Sales Order Status( 头 ) =Pending Invoice ;
编辑页面
无取消
以业务实体
库存组织(Sales Organization开关为开)进行数据隔离
数据权限
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