JD Edwards EnterpriseOne Sales

Transcription

1 JD Edwards One Sales Operations Marketing Fulfillment Organization Portfolio Analyze Sales Data Performance Channel r Partners Accept Solution Identify Need and Make Request Service Capture Contract Administrator Create Sales Contract Accounts Pursue Leads and Propose Solution

2 JD Edwards One L2 Analyze Sales Data One View Open Sales One View Historical Sales Retrieve Previous Sales Data from Sales System Type of One View Analysis? One View Sales to Date One View Sales Price Propose Solution

3 JD Edwards One L2 Accounts Operations Marketing Portfolio Organization Clients Propose Solution

4 JD Edwards One Clients Operations Marketing Organization Activities/Tasks Across My Accounts Portfolio Send to Contacts Contacts s Provide Profile to APS, SCP "Marketing" Synchronize Data Provide Account Profile to System Propose Solution

5 JD Edwards One L2 Propose Solution Pursue Leads and Accounts Service Maintain Create Sales Quotation Contact the Service Accept Solution

6 JD Edwards One Maintain Accounts Pursue Leads and Receive Credit From System Service Request A/R for Add/ Change Add or Maintain : Sales Provide Account Profile to Create Sales Quotation : Fulfillment Contact the Service

7 JD Edwards One Create Sales Quotation Approve Quote Can Quote be Reworked? Quote Approved? Approve Process Is Product Designed? Communicate Requirement to Design Development Go to Product Design Communicate Quote Details to Approver Communicate Status to Communication Method? Print Service Type Of Quote? Base Configurator Quote Regular Quote Configure Sales Quote Using Base Configuration Create Sales Quote Using Direct Entry Pricing Available? Quote Approval Required? EDI 843 Extract/Convert Outbound Response to Quote Correct RFQ Errors, If Any Print Quote Outbound EDI Interface Table Maintain Request Pricing Send Request for Quote via EDI Update RFQ as Sent and Purge Quote Accepted? Inbound EDI Interface Table EDI 840 Extract/Convert Request for Quotes Edit/Update Request for Quotes Validation Successful? Sales s Outbound Flat File Provide Sales Quote to System Inbound Flat File Revise Request for Quote Purge/Archive Request for Quotes Send Request for Quote via EDI Receive Status of Quote Receive RFQ EDI File Accept Solution

8 JD Edwards One L2 Pursue Leads and Operations Marketing Organization Channel r Partners Qualify Sales Leads Propose Solution Qualify and Update Forecast and Pipeline Print On Demand Reports Partner Sales Qualify Partner Sales Leads Pursue Partner Sales Leads Update Partner Forecast and Pipeline

9 JD Edwards One Qualify Sales Leads Operations Marketing Organization Leads Qualify Lead Does Lead Qualify? Hold lead until later Add Lead Activities Add Address Details Convert Lead to Account? Contacts Question Lead Contact to Establish Product Interest Identify Lead Add Associate Partner Accounts Add tes Convert to Account Activities Receive Credit from System Propose Solution Provide Account Profile to System Qualify and Provide Profile to APS, SCP

10 JD Edwards One Qualify and Channel r Partners Organization Qualify Opportunity Qualified Successfully? Contact Update Competitor Qualify Sales Leads Add Line Item Detail Have been Qualified? Receive Credit from system Update Sales Driver Update Opporynity Propose Solution Update Sales Team Update Activities Update Attachment Update tes won? Update Costs Receive Sales Quote tifications from Update Influencer Convert to Update Forecast and Pipeline Update Quote Provide Sales Quote to System

11 JD Edwards One Update Forecast and Pipeline Qualify and Generate Forecast Assign to Forecast Freeze Forecast Review Pipeline Print On Demand Reports

12 JD Edwards One Print On Demand Reports Update Forecast and Pipeline Contact Summery Shipping Lead by Lead Source / Contact Lead Address Avery Print Reports? Summery Selected Opportunity Probability by Sales Rep Contact for a Periodic Planner Employee Phone List Frozen Forecast Status

13 JD Edwards One L2 Capture Contact the Service Send New Request Manufacturing Supplies and Demands Purchase s EDI 850 Extract and/or Convert Inbound Requests from Flat File Edit/Update Inbound Request Identify Errors and Revise Inbound Request Validation Successful? Sales s Service Inbound Flat File Inbound EDI Interface Table Purge/Archive Inbound Requests Records Purged Update Method? Direct Entry Create Sales using Direct Entry Identify Type of Sales Complete Sales Over the Counter Sales Create Counter Sales Sales Phone Based Sales Create Phone Based Sales

14 JD Edwards One Update Process Holds Related Addresses Update Related Addresses Provide Ship to to " Fulfillment" Process Sales Acknowledgement Sales Receive Profile from System Update Needed? Base Price Update Preference Hierarchy Update Price Groups Update Item Price Groups Update Inventory Pricing Rules Update Pricing Groups Update Inventory Pricing Groups Base Price Revision Provide Item Price to " Fulfillment" Process Sales Backorders " Fulfillment" "Marketing" Update Pricing Rules Update Batch Update Sales Price/Cost Update Batch Base Price Revisions Update Item Price Groups Generation Update Price Groups Generation Update Base Price Currency Generation Provide Account Profile to System Billing Instructions "Marketing" Update Billing Instructions Provide Profile to APS, SCP Operations Sales Shipping Agent Perform Shipment Revisions

15 JD Edwards One Identify Type of Sales From: Propose Solution From RFQ Release Quote Quantity Select by Said To Auto-Release Sales Blanket Quantity Blanket Templates Used? Create Blanket Detail Print Blanket Select by Ship To Manual Release Blanket Quantity Create Select Type? Batch Batch Process? Recurring s Define Recurring Define Frequency Create Recurring Sales Store and Forward Download Store and Forward Tables Create Batch Store and Forward s Upload Store and Forward Transactions Edit and Create Batch Validation Successful? Store and Forward Tables Batch Sales s Amend Batch Base Configurator Configure Sales using Base Configurator Interbranch Create Interbranch Service Rush Sales Create Rush Make to Sales Create Make to Sales Complete or s? Complete Sales Purchase to Sales Create Purchase to Sales Ship and Debit Create Ship and Debit Recurring Sales Create Recurring Sales Agreements Exist? Select Agreement Agreement Tables Create Master Agreement Create Agreement Item/Quantity Create Agreement Source/Destination Direct Ship Sales Create Direct Ship Sales Go To: Procurement and Materials ment; Create Purchase Fulfillment Create Fulfillment Score and Attach Server Level Rule Fulfill Review Fulfillment Release Fulfillment From: Procurement and Materials ment Inventory Transfer Stock Replenishment Needed Create Inventory Transfer Receive tification of Inventory Consumption Create Sales for Items Consumed Operations Fulfillment

16 JD Edwards One Complete Sales Receive Item Availability from " Fulfillment" Select Substitute/ Associated Items Verify Supply and Demand Provide Item tification to " Fulfillment" Transportation Details Manual Credit Check Select Agreement Review Kit/ Configuration Options Sales Identify Type of Sales Manual Credit Check? Prepayments Required? Agreements Used? Template Used? Additional Update Options? Review Level Pricing/ Freight Receive Credit from System Enter Prepayments Select Items from Template Check/Audit Price History Verify Manufacturing Details Provide Ship To to Check Price and Availability Provide Sales tifications to APS, SCP Promising Provide Sales tifications to System Performance Operations Fulfillment