Order-to-Cash (Standardized Services) Scenario

Transcript:Order-to-Cash (Standardized Services) Scenario:
Order-to-Cash (Standardized Services) Scenario Overview Handling an Incoming Customer Inquiry Executing Services Creating Sales Quotes Creating Sales Orders Confirming Service Execution Processing Receivables and Payments Processing Receivables and Payments Creating Customer Invoices Creating Down Payment Request - Customer Scenario Explorer Dispatching and Scheduling Orders Marketing-to-Opportunity Procure-to-Pay (Services) Expense Reimbursement Open Legend Sales/Customer Service Representative Scenario Description The following business roles are involved in this scenario: Service Performer Accounts Receivables Accountant The Order-to-Cash (Standardized Services) business scenario enables you to sell services, with functions to handle quotes, create sales orders with service items, plan the service execution, fulfill, confirm, and invoice the services sold. The selling of services can be the main line of business or as value added services for physical goods. In addition, the following features are provided: Automatic order creation from lead, opportunity, quote, or external systems Approval process for sales quotes based on thresholds Flexible price determination Use of credit cards with integration to financial service providers Credit limit checks based on account balance and new orders Outsourcing of field services to third-party service providers The scenario incorporates business functions from related areas that directly support service delivery, such as processing due items and payments in financial accounting. Service Planner/ Dispatcher Scenario/Processes Business Value Scenario Flow Further Information Order-to-Cash (Standardized Services) Scenario Overview Scenario Explorer Open Legend Sales/Customer Service Representative Scenario Description The following business roles are involved in this scenario: Service Performer Accounts Receivables Accountant The Order-to-Cash (Standardized Services) business scenario enables you to sell services, with functions to handle quotes, create sales orders with service items, plan the service execution, fulfill, confirm, and invoice the services sold. The selling of services can be the main line of business or as value added services for physical goods. In addition, the following features are provided: Automatic order creation from lead, opportunity, quote, or external systems Approval process for sales quotes based on thresholds Flexible price determination Use of credit cards with integration to financial service providers Credit limit checks based on account balance and new orders Outsourcing of field services to third-party service providers The scenario incorporates business functions from related areas that directly support service delivery, such as processing due items and payments in financial accounting. Service Planner/ Dispatcher Legend Process mainly driven by the user Process mainly driven by the system Manual process not supported by the system Process