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Forecast to Plan:
Demand Planning: Create consolidated forecasts based on marketing, sales and manufacturing.
Order Management: Provide sales order information
Advanced Supply Chain Planning (ASCP): Create constraint-based or optimized plans.
Procure to Pay:
General Ledger: Receive journals
Cash Management: Reconcile cash payments, adjustments and corrections to cash payments
Payables/iExpenses: Record invoices and employee expense reports
Inventory: Set up inventory/expense items, record inventory activity such as receipts of inventory, returns and corrections.
Purchasing/iProcurement: Procure goods and services, record periodic and perpetual accruals
Demand to Build:
Advanced Supply Chain Planning (ASCP)/Material Requirements Planning (MRP):
Create constraint-based or optimized plans, create requisitions (purchase or internal) to
replenish Inventory
Cost Management: Supply cost information for optimized planning
WIP: Use discrete, project, repetitive, assemble–to–order, work order–less, or a combination of manufacturing methods. Inquiries and reports give you a complete picture of transactions,
materials, resources, costs, and job and schedule progress.
Capacity: Calculate your capacity load ratio by resource or production line. Ensure that you have sufficient capacity to meet your production requirements.
BOM: Store lists of items that are associated with a parent item and information about how each item is related to its parent.
Purchasing/iProcurement: Requisitions are received from Inventory and ASCP/MRP. Procure goods and services, record periodic and perpetual accruals
Inventory: Set up inventory/expense items, record inventory activity such as receipts of inventory, returns and corrections.
Order Management: Demand based on sales orders.
Campaign to Order:
Discoverer: Using Discoverer Market segments of your customer base are created. From the market segment a target segment is created. (e.g. Market Segement = All Repeat Customers, Traget Segment = Males over the age of 35).
Marketing: A Marketing campaign is created in Marketing which will target a particular audience. Campaign is executed, execution campaigns can use many different channels (e.g. Web, email, sales calls, etc).
Scripting: A script to walk the sales agent through a particular offer is created and made available to all inbound agents. This script can be launched from the Sales application.
Audience: The audience receives email, phone calls, reads an advertisement, etc…
Advanced Inbound: In this scenario they place a call to a 1-800 number which brings them into the inbound call center and the call is routed to an appropriate sales agent.
Sales: The sales agent launches a script to walk them thru the details of the offer the customer is enquiring.
Order to Cash Flow: The sales agent creates a quote and the quote is passed to Order Management or into the Order to Cash business flow.
Click to Order:
iStore: iStore is the focal point of Click to Order. It enables a company to do business on the web using B2C (Business to Consumer) and/or B2B (Business to Business) models.
JTA: JTA provides user management functionality to the store, allowing users to be created and managed.
Inventory: Product/services that are to be sold in the store are items in Inventory.
Marketing: The eMerchandizing module of Marketing can be used to advertise and make product recommendations within the store. Also, as campaigns are created in Marketing that involve a discount, those discounts get created in Pricing.
Sales: Saved shopping carts that have sat for a predetermined amount of time are made available to Sales as leads.
Pricing: iStore can call the prcing engine to determine the price for an item and see if there are modifiers that can be applied to the price. Quoting can also call Pricing to determine the price.
Quoting: A saved shopping cart is actually a quote in Quoting.
Order to Cash: iStore communicates via the Order Capture Foundation APIs to Order Management (Order Fulfillment). The follow on flow would be the Order to Cash flow.
Order to Cash:
General Ledger: Receive journals for inventory relief.
Receivables/iReceivables: Book receivables for shipped goods, services.
Purchasing/iProcurement: Requisitions/drop shipments.
Inventory: Items, inventory relief.
Order Management: Ship goods, provide services.
Cash Management: Reconcile deposits, corrections and adjustments.
Contract to Renewal:
.iStore: An order placed in iStore can have a Sales Contract created for it. During checkout the customer has the option to accept or negotiate the terms of the sales contract.
Quoting: From Quoting, a salesrep can create a quote for a customer and then create a sales contract from the quote for further negotiation.
Sales Contracts: Sales Contracts are created in the Sales Contracts module.
Quoting: From Quoting, the quote is sent to Order to Cash flow for booking and fulfillment. If the item purchased has a warranty attached, or an extended warranty is purchased, a service contract will be created when it is instantiated in the customer’s install base.
Service Contracts: If the item the customer wants a warranty for was not purchased from the deploying merchant then a warranty/service contract can be purchased and billed through Service Contracts
Accounts Receivable: Accounts Receivable invoices for the item, item w/extended warranty, or just the service contract.
Request to Resolution:
Customer: A customer has purchased a product from a merchant who has implemented iSupport. The customer logs into iSupport.
iSupport: Once in iSupport they can view and update their Installed Base.
Installed Base: The products you own will show for that customer account. This can be done automatically or Manually.
Inventory: In order to add products automatically or manually, they must exist in Inventory.
Knowledge Management: You can also search for a solution using Knowledge Management. If you cannot find a solution you can submit a service request.
Teleservice: Teleservice is the merchant facing application that the merchant’s support personnel would use.
Order Capture Foundation APIs: From iSupport or Teleservice, a customer can also create an RMA (Return Material Authorized). When an RMA is created it is submitted to the Order Fulfillment cycle.
Order to Cash: Order Fulfillment can also refer to the Order to Cash Flow. Once in the Order to Cash flow an order is credited with line types for a return.
Project to Profit:
General Ledger: Receive journals
Payables/iExpenses: Record project-related invoices.
Receivables/iReceivables: Record progress billings.
Purchasing/iProcurement: Record committed costs
Assets: Capitalize assets
Payroll: Record project-related labor.
People to Paycheck:
HRMS: Manage HR related activities
Payroll: Manage payroll
Cash Management: Reconcile payroll
General Ledger: Record labor expense
Demand Planning: Create consolidated forecasts based on marketing, sales and manufacturing.
Order Management: Provide sales order information
Advanced Supply Chain Planning (ASCP): Create constraint-based or optimized plans.
Procure to Pay:
General Ledger: Receive journals
Cash Management: Reconcile cash payments, adjustments and corrections to cash payments
Payables/iExpenses: Record invoices and employee expense reports
Inventory: Set up inventory/expense items, record inventory activity such as receipts of inventory, returns and corrections.
Purchasing/iProcurement: Procure goods and services, record periodic and perpetual accruals
Demand to Build:
Advanced Supply Chain Planning (ASCP)/Material Requirements Planning (MRP):
Create constraint-based or optimized plans, create requisitions (purchase or internal) to
replenish Inventory
Cost Management: Supply cost information for optimized planning
WIP: Use discrete, project, repetitive, assemble–to–order, work order–less, or a combination of manufacturing methods. Inquiries and reports give you a complete picture of transactions,
materials, resources, costs, and job and schedule progress.
Capacity: Calculate your capacity load ratio by resource or production line. Ensure that you have sufficient capacity to meet your production requirements.
BOM: Store lists of items that are associated with a parent item and information about how each item is related to its parent.
Purchasing/iProcurement: Requisitions are received from Inventory and ASCP/MRP. Procure goods and services, record periodic and perpetual accruals
Inventory: Set up inventory/expense items, record inventory activity such as receipts of inventory, returns and corrections.
Order Management: Demand based on sales orders.
Campaign to Order:
Discoverer: Using Discoverer Market segments of your customer base are created. From the market segment a target segment is created. (e.g. Market Segement = All Repeat Customers, Traget Segment = Males over the age of 35).
Marketing: A Marketing campaign is created in Marketing which will target a particular audience. Campaign is executed, execution campaigns can use many different channels (e.g. Web, email, sales calls, etc).
Scripting: A script to walk the sales agent through a particular offer is created and made available to all inbound agents. This script can be launched from the Sales application.
Audience: The audience receives email, phone calls, reads an advertisement, etc…
Advanced Inbound: In this scenario they place a call to a 1-800 number which brings them into the inbound call center and the call is routed to an appropriate sales agent.
Sales: The sales agent launches a script to walk them thru the details of the offer the customer is enquiring.
Order to Cash Flow: The sales agent creates a quote and the quote is passed to Order Management or into the Order to Cash business flow.
Click to Order:
iStore: iStore is the focal point of Click to Order. It enables a company to do business on the web using B2C (Business to Consumer) and/or B2B (Business to Business) models.
JTA: JTA provides user management functionality to the store, allowing users to be created and managed.
Inventory: Product/services that are to be sold in the store are items in Inventory.
Marketing: The eMerchandizing module of Marketing can be used to advertise and make product recommendations within the store. Also, as campaigns are created in Marketing that involve a discount, those discounts get created in Pricing.
Sales: Saved shopping carts that have sat for a predetermined amount of time are made available to Sales as leads.
Pricing: iStore can call the prcing engine to determine the price for an item and see if there are modifiers that can be applied to the price. Quoting can also call Pricing to determine the price.
Quoting: A saved shopping cart is actually a quote in Quoting.
Order to Cash: iStore communicates via the Order Capture Foundation APIs to Order Management (Order Fulfillment). The follow on flow would be the Order to Cash flow.
Order to Cash:
General Ledger: Receive journals for inventory relief.
Receivables/iReceivables: Book receivables for shipped goods, services.
Purchasing/iProcurement: Requisitions/drop shipments.
Inventory: Items, inventory relief.
Order Management: Ship goods, provide services.
Cash Management: Reconcile deposits, corrections and adjustments.
Contract to Renewal:
.iStore: An order placed in iStore can have a Sales Contract created for it. During checkout the customer has the option to accept or negotiate the terms of the sales contract.
Quoting: From Quoting, a salesrep can create a quote for a customer and then create a sales contract from the quote for further negotiation.
Sales Contracts: Sales Contracts are created in the Sales Contracts module.
Quoting: From Quoting, the quote is sent to Order to Cash flow for booking and fulfillment. If the item purchased has a warranty attached, or an extended warranty is purchased, a service contract will be created when it is instantiated in the customer’s install base.
Service Contracts: If the item the customer wants a warranty for was not purchased from the deploying merchant then a warranty/service contract can be purchased and billed through Service Contracts
Accounts Receivable: Accounts Receivable invoices for the item, item w/extended warranty, or just the service contract.
Request to Resolution:
Customer: A customer has purchased a product from a merchant who has implemented iSupport. The customer logs into iSupport.
iSupport: Once in iSupport they can view and update their Installed Base.
Installed Base: The products you own will show for that customer account. This can be done automatically or Manually.
Inventory: In order to add products automatically or manually, they must exist in Inventory.
Knowledge Management: You can also search for a solution using Knowledge Management. If you cannot find a solution you can submit a service request.
Teleservice: Teleservice is the merchant facing application that the merchant’s support personnel would use.
Order Capture Foundation APIs: From iSupport or Teleservice, a customer can also create an RMA (Return Material Authorized). When an RMA is created it is submitted to the Order Fulfillment cycle.
Order to Cash: Order Fulfillment can also refer to the Order to Cash Flow. Once in the Order to Cash flow an order is credited with line types for a return.
Project to Profit:
General Ledger: Receive journals
Payables/iExpenses: Record project-related invoices.
Receivables/iReceivables: Record progress billings.
Purchasing/iProcurement: Record committed costs
Assets: Capitalize assets
Payroll: Record project-related labor.
People to Paycheck:
HRMS: Manage HR related activities
Payroll: Manage payroll
Cash Management: Reconcile payroll
General Ledger: Record labor expense
Thanks for sharing it. It's really very informative and properly described. These days customer handling is very important. Review system is really giving the opportunity to find new customer. So they need to be properly handle. You can try Customer Service Call Center for it.
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