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The Cachet Fiorano SOA Solution : Lifting Plans & Bulk Orders

Key Processes in any Sales Organization

  • Lifting plan: an estimate of the sales that will possibly be made over the quarter/year/fixed-term
  •  
    Bulk order: an estimate of what will be lifted in a larger order
  • Lifting Plan and Bulk Order concepts typically need to be incorporated into the invoicing and report-generation processes in any organization

The Problem

  • The "Lifting plan" and "Bulk Order" concepts are not fully supported by SAP
  • SAP's concept of "Bulk Order" is tied to a single Unit/Plant. The functionality however is inflexible and cannot be easily customized to match the needs of a given business

The Solution

  • For each salesperson, the Lifting plan and all Bulk Orders are compared against actual orders and final invoices generated via automated Fiorano SOA flows
  • Fiorano SOA flows track differences between actual invoiced orders and the Lifting plan / Bulk Orders for each salesperson, enabling closer monitoring and better tracking of sales and salesperson performance

Benefits

  • Fully automated processes with the Lifting plan and Bulk Order concepts integrated with invoicing and report generation
  • Easy modification of processes without programming