Sales Order & Trade-In Processing
Converts a won machine deal into a released Customer Order in IFS Cloud and settles the trade-in leg of the transaction. Release drives the credit check and creates the supply demands in Purchasing and Manufacturing, while the incoming trade-in unit is taken in against the customer acting as a supplier so its serial identity and acquisition cost land in used-equipment stock. Reservation, shortage resolution, order confirmation and any staged or milestone billing complete the order before delivery.
Execution steps
6 steps
The sequence somebody actually follows in IFS Cloud, step by step, written for a person doing the work rather than for a diagram.
Data requirements
13 requirements
Every entity this process needs, mapped to its IFS object, marked mandatory or optional, with the source system it comes from. This is the list a data migration is built from.
Configuration decisions
5 decisions
The choices this process forces you to make in IFS, named up front. Finding these in week nine of a program is what makes week nine expensive.
KPIs
5 measures
What this process is measured on, so the reporting requirement is known before the process is configured rather than after go-live.
Integration points
5 integrations
Where this process has to talk to something outside IFS, and what crosses the boundary.
Workshop questions
6 questions
The questions to ask the business about this process, written before the workshop. This is the difference between a design session and a discussion.
Prerequisites
4 prerequisites
What has to be true before this process can run at all: master data, other processes, setup completed elsewhere.
Industry variants
3 variants
How this process differs by industry: the parts a utility does differently from a manufacturer, already worked out rather than discovered.
Process diagram
1 BPMN diagram
A real BPMN diagram, editable in the platform, not a picture of one. It is the same diagram your team will annotate in the workshop.
Sources
3 citations
Where this came from. Every process traces back to IFS documentation and release notes, so a claim about how IFS behaves can be checked rather than believed.
Every process in the library looks like this.
47 details are already worked out for this one process. A license opens them, and the other 619 processes with them.