Display Order Request - Process Map

  • The process is started when a sales represenative takes the "Initiate Request" action and completes the Request Form.
  • When the form is submitted, a web services call is made to the mainframe business system to validate the request and return a status message.
  • The submitted request then flows on to the "Request Received" stage where the status is evaluated and directed onto one of three paths.
  • If there are no exceptions, the request will flow on the "Meets Preliminary Requirements" path.
  • All requests involving a credit request will flow on the "Credit Process" path.
  • Exceptions (changes to standard discounts, high dollar value, credit holds, and so on) will flow on the "Required Initial Approval" path.
  • The Director of Inside Sales (DIS) handles requests requiring approval at the "DIS Initial Approval" stage. The DIS can request more information from the originator, propose a new discount percentage, decline the request or approve the request.
  • The VP of Sales must approve requests with a high discount percentage, high dollar value, involve a credit, or at the request of thr DIS.
  • After approval, the request flows to the "System" stage where it wiats while several interactions occur with the mainframe business system.
  • These interactions include getting display budget dollars allocated to the request, sending the request to order entry, and getting ststus updates as the order progresses through manufacturing and shipping.
  • The initial approval section of the map is mirrored on the right side for order entry approval (if needed).
  • If a request remains at any human stage longer than two days, a reminder email is sent to the person(s) responsible.
process map