- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Roles in the Order-to-Cash process
Below is an overview of the key roles defined for the Order-to-Cash process.
A Sales Representative manages the order fulfillment process including order entry, administration and shipping; A Sales Representative needs to oversee the complete order tracking process and should ensure that:
- orders are processed in accordance with organization customer service standards;
- adequate inventory levels are maintained to maximize customer satisfaction and minimize costs.
Shipping Specialists are responsible for keeping records of all products shipped and received in a company. Shipping Specialists usually:
- document and process the order shipment;
- work with the transportation department;
- ensure timely inbound and outbound deliveries.
A Credit Controller is responsible for recovering any unpaid money that is owed to an organization from either businesses or individuals.
A Credit Controller usually:
- Maintains customers credit and approves or denies applications based on company requirements
- Ensures that customers pay on time
- Negotiates payment plans
- Improves and implements the debt collection process, if there are many overdue invoices.
A Billing Administrator is responsible for creating invoices and credit memos, dealing with customers, send them invoices and answer any incoming questions.
A Billing Administrator:
- issues billing documents to customers by any means;
- collects and sorts all invoices, credits, bills and order statements;
- records invoices into the accounting system.
An Accounts Receivable Accountant ensures the receiving payments for goods and services, records these transaction accordingly, verifying and postings the receipts, resolving any discrepancies.
An Accounts Receivable Accountant is responsible for:
- processing accounting receivables and incoming payments in compliance with financial policies and procedures;
- performing day to day financial transactions;
- contacting clients to ensure payments for outstanding invoices;
- reconciliation of payments and invoices;
- investigating and resolving any irregularities or inquiries.
