Order Management: Vendor & Customer Setup Workflow [BPMN 2.

0]
WORKFLOW
Vendor –Setup & Changes Customers –Setup & Changes
BPMN 2.0 LEGEND

Start Event Intermediate End Event

Event

O R D E R M A N AG E M E N T

Vendor & Customer Setup Obtain vendor

request form from
Gateway
Group
Task

Procurement Marketing or other

business line
procurement
website, fill out and
submits request Expanded Sub-
forward to Master
Process
Data Vendor Team

Pool
The OpsDog Suppy Chain Hierarchy
Sequence Flow Message Flow

Order Master Data Materials

Management Management Procurement Management Production Distribution

Case Management and Settlement Processing

eCommerce

Inventory Management

Invoicing

Order Claims

Order Collection & Entry

Vendor & Customer Setup

Order Production

Login to OpsDog to purchase

Returns

Sales meets with Submit requests

Sales a prospect and
Sales, broker, or
customer submits a
for changes to
discusses potential existing accounts
www.OpsDog.com | [email protected] | Phone: 201.526.1200 | www.TheLabConsulting.com New Customer
business with with System B
Form via email
ClientCo reference number

the full workflow template

Vendor & Customer Setup: Workflow

(available in PDF, Visio, PPT)

Vendor Setup & Changes Customer form

Customer Setup & Changes

New setup or
Workflow Description change to
existing Verify in the Already in the Verify the new
Make changes in
Receive the request Set up the vendor Obtain report from Notify the requestor Forward the form Approved? information by
vendor? system that the system? System B and notify
System G and ensure and approver of the
form in a centralized by manually to credit, sales Receive requests researching in
New vendor has not been No that the upload was completed request No Notify the customer requestor of
email inbox. Print inputting the request manager, and for changes to System B and
The data collection and entry related to new customers and/or vendors. Also and review the
set up already by
form data into
successful and finalize
the setup of the
along with reference #
and log the completed finance for
of rejection
existing accounts contacting
complete status.
looking at vendor Reply to email with
includes account amendments/changes for existing customers and/or vendors. request form
address
System G vendor item on a tracker approvals management or
changes made
actual customers
Master Data

New users get $20 off their first

Existing Yes
Yes

Notify the requestor Send a notification

Legend Verify in the system of the duplicate
Verify in the system
that the customer
email with sold to #
that the vendor request and ask for and ship to # out to
does not exist. Set
exists and make advice if there was finance, master
up the customer
necessary changes any non-matching data, sales reps and

purchase (registration is FREE!)

based on the form
information customer service

Start Intermediate End Gateway Group

Event Event Event

+
pm.SCO3.Vendor&CustomerSetupBPMN.140602

Task Expanded Pool Sequence Message

Sub-Process Flow Flow

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