bp040 current process model

AIM

BP.040 CURRENT PROCESS MODEL

<Company Long Name>

<Subject>

Author: <Author>

Creation Date: May 1, 1999

Last Updated: November 19, 2009

Document Ref: <Document Reference Number>

Version: DRAFT 1A

Approvals:

<Approver 1>

<Approver 2>

BP.040 Current Process Model

Document Control

Change Record

8

Date Author Version

Change Reference

1-May-99 <Author> Draft 1a

No Previous Document

Reviewers

Name Position

Distribution

Copy No.

Name Location

1 Library Master Project Library2 Project Manager34

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<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only

Open and Closed Issues for this Deliverable 9 of 4

Doc Ref: <Document Reference Number> November 19, 2009

BP.040 Current Process Model

Contents

Document Control............................................................................................

Enterprise Process Model................................................................................

Core Process Models........................................................................................

Process Flow Diagrams....................................................................................

Event Catalog...................................................................................................

Descriptive Overview for <High-Level Business Function>.....................Event Catalog for <High-Level Business Function>.................................Process Descriptions for <High-Level Business Function>......................Process Relationships for <High-Level Business Function>....................

Performance Measures....................................................................................

Open and Closed Issues for this Deliverable..................................................

Open Issues................................................................................................Closed Issues.............................................................................................

<Subject> File Ref: document.doc (v. DRAFT 1A )

Company Confidential - For internal use only


Doc Ref: <Document Reference Number> November 19, 2009

Enterprise Process Model

PD

ProductDevelopment

OP

Operations

PS

Post-SalesServ ice

PF

Planning andForecasting

PR

Procurement

FM

FinancialManagement

SM

Sales & MarketManagement

HR

Human ResourceManagement

MM

MaterialsManagement

OF

Order Fulfi l lment

EM

EnterpriseManagement

IT

InformationTechnology

Management

QM

QualityManagement

Suppliers

Customers

Employees

Stockholders

Regulatory /Statutory Agencies

Carrier

Consumers

Material Quality Data

Produc t Development Quality Data

Pick ing / Shipping Data

Financ ial Reports

QualityIT Plan

TransportationPlan

Material Source Requirements

Forecas t Data

Sales Order Feedback

Cus tomer Information

Shipped Sales Orders

Payables / Payments

Material Requirements

Labor

Raw Materials & WIP

ATP/CTP

Labor Requirements

Sales Commiss ion Data

Materials /Supplies

Invoice Data

Post Sales Billing and Costing Data

Cos ts

Finished Goods

Strategic Operation Plan

InformationServ ices

Produc t Des ign Feedback

EngineeringChangeReques t

EngineeringChange

OrderDes ign

Sales Order Data

Collec tion Data

Produc ts(Drop Ship)

Statutory / RegulatoryReporting

Post SalesQuality Data

OperationsQuality Data

Quality Plan

Ex ternalReports

Wages

Labor Availability

Correc tion To Produc t Des ign

Invoices

Payments

Produc ts / Components

Payments

PayrollData

Ex ternalReports

Market Data / Ideas

Problem Resolution

Problems / Support Issues

Reques ts for Produc ts / Serv ices

Produc ts / Serv ices

Invoice forPayment

Sales Orders

PurchaseOrders

TemporalEvent Process Step Dec is ionEvent Manual

Process Step

Nav igation

AutomatedProcess Step

External AgentData Store

Legend:

ExpandableSub-process

Copyright © 1998 Orac le Corporation, All r ights reserved

12 May, 1999Updated By: Oracle CorporationDescription: Enterprise Process DiagramEnterprise: Enterprise Rev. 2.0

File Ref: document.doc (v. )Company Confidential - For internal use only


Doc Ref:

Core Process Models



Doc Ref:

OF - Order Fulfillment

TemporalE vent P rocess S tep DecisionE vent Manual

P rocess S tep

Navigation

A utomatedP rocess S tep

External EntityData S tore

Legend:

E xpandableS ub-process

5/12/99Creator: Oracle CorporationDescription: Order Fulfillment Process DiagramOF: Order Fulfillment

OFCONTADMN

ContractsAdministration

OFCUSTRTRN

CustomerReturns

PS

Post SalesService

SM

Sales & MarketManagement

PR

Procurement

PF

Planning andForecasting

FM

FinancialManagement

HR

Human ResourceManagement

EM

EnterpriseManagement

IT

InformationTechnology

Management

QM

QualityManagement

PD

ProductDevelopment

OFORDENTSC

Order Entry &Scheduling

OFINVCOLCT

Invoicing &Collection

OFORDSPECF

OrderSpecification &Configuration

MM

MaterialsManagement

OP

Operations

Consumers Suppliers

Customers

Employees StockholdersRegulatory /

Statutory AgenciesCarrier

P roduct Information

Order Information

New Contract Information

Repair Information

Replacement P roduct Information

S hipping Information

DemandManagement

P olicies

Write Off' 's / Cash A pplication

Receivables B alances

Credit A pproval

ATP /CTP Request

P romotions

Customer Return Credit

Issue Contract

A ccept/Decline

Quotation

S hipping Data

Customer Return Credit

Internal Requirements

Drop S hipment Requirements

S ales Order Information

S hippingData

E stimated Costs

ReceivedRMA Item

Order A cknowledgment

Customer Returns Request

Issue RMA

Released P roduct

Configured S ales Order

Contract Data

Quotation

+/- S ales Order A djustment

Customer Information

Contract

Collection Data

Invoice Data

Configured Order

Contract

A pproved Contract

RMA Data

S ales Order Data

Order B ook Data

S ales Order Feedback

ATP /CTP P romise

Demand Data

S ales Orders

P ayments

Invoices

P roduct Install Data

Order Validation

Credit Holds & Refunds

Requestfor

Quotation



Doc Ref:

Process Flow Diagrams

OrderEntered

TemporalEv ent Proc es s Step Dec is ionEv ent Manual

Proc es s Step

Nav igation

AutomatedProc es s Step

External AgentData Store

Legend:

Ex pandableSub-proc es s

Copy right © 1998 Orac le Corporation, All r ights res erv ed

12 May, 1999Updated By: Oracle CorporationDescription: The process of taking customer orders and entering them onto the system.OF1069: Enter Orders Rev. 2.0

Drawing2

Cu

sto

mer

Serv

ice R

ep

resen

tati

ve

OF1069.6Verify the

customer'spurchase order

has beenobtained

OF1069.10

Verify that a validexport license is

on file

OF1069.14

Determinewhether this is a

rush order

OF1069.2

Enter Orders

Enter the order

OF1069.7

Verify that salesorder matches

PO

OF1069.8Determine

whether order isbeing shipped toanother country

OF1069.9

Determinewhether a letter

of credit is on file

OF1069.11Submit export

license toappropriate

agency

OF1069.12Determine

whether any otherholds should be

placed on theorder

OF1069.16

File the orderdocumentation

OF1069.15Notify the

Customer ServiceManager of the

rush order

OF1069.13

Place theappropriate holds

on the order

OF1069.3

Enter Orders

Verify orderprices

OF1069.4

Enter Orders

Verify paymentterms

OF1069.5

Enter Orders

Verify customer'stax status

OF1069.1

Enter Cus tomerInfo

Determinewhether this is a

new customer

Is this a newcustomer? Is PO on file?

Is this aninternationalshipment?

Is a validexport license

on file?

Do any holdsapply to this

order?

Is this a rushorder?

Yes

No

No

Yes No

No

Yes

No

Yes

No

OrderSubmitted



Doc Ref:

Event Catalog

This component describes each of the high-level business functions and the processes that it performs. Each business function contains the following sections:

descriptive overview

event catalog

process descriptions

process relationship

Descriptive Overview for <High-Level Business Function>

<Enter a descriptive overview of the functions performed by this business area.>



Doc Ref:

Event Catalog for <High-Level Business Function>

Event ID Name Type Description Responding Process



Doc Ref:

Process Descriptions for <High-Level Business Function>

<Enter a description for each of the processes within this business function.>

Process ID. Event Process Title Description of Process Output

Process Relationships for <High-Level Business Function>

<Enter a description of the relationships between the various processes.>



Doc Ref:

Performance Measures

This section lists the performance measures used to measure current process performance for each core process.

Core Process Measure Area Current Measure

Description

Materials Management

Quality 85 % “Perfect Orders”


Quality 900 # of Invoice Adjustments Due to Inaccurate Deliveries


Quality 3 % Handling Damage


Quality 100 # of RMAs due to improper picking/shipping


Quality 89 % Cycle Count Accuracy



Doc Ref:

Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date

Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date

Impact Date



Doc Ref:

bp040 current process model

Documents

process descriptions

process relationships

current process model

document ref

current process model

core process models

process flow diagrams

document control purposes