Sales Ops
Legal
Legal
receives a
request for
contract.
Pricing
Finance
Price team
receives
request for
quotation
Trade
Compliance
Check
Has a price quote
been generated that
should be
considered for the
contract language?
Boomi/Baan
Does the quote
match any terms
in the legal
documents?
SalesOps receives
an order from a new
customer
Is there quoted
pricing?
Does
Account exist in
Baan?
Yes
No
Sales Ops checks the
box to indicate this is a
new Account or just an
additional Billing
Address for an existing
customer.
Yes
SalesOps adds the
Legal entity name and
address in the New
Customer Form
Workflow Template in
Sharepoint.
The Legal team reviews the
form. They will select one of
these options:
*There is an executed
agreement (do terms agree?)
*An agreement is in process;
*There is no executed
agreement (standard T&Cs
would apply).
*Is one needed?
*Trade Compliance check
completed
Do terms match?
No
Order created in
Baan
File the bill-to #
No
When is
it OK to use
PO terms only?
Need to match
standard
T&Cs
Add Price list
code
Yes
Price team adds price list
code, but reaches out to
sales to get pricing
documented while
process move on.
Table created by IT will
capture the data from
the customer form.
Table will be used for all
customer creation.
Boomi integration tool
passes the data from the
table to Baan for the new
parent and new customer
number for a new
account, or just the new
customer number for an
additional billing address
to an existing customer
account. These accounts
are blocked pending
review by Finance.
New Bill-to number is
sent to SalesOps,
Legal, and Finance.
Contact customer
for corrected PO
Finance team receives
new customer
number(s), reviews
credit information,
assigns credit limit..
Customer
payment terms
requested on the PO
should be
changed
No
Finance unblocks
the account and
pending order
yes
Can Jackie see the form
that is pushed (Sharepoint)
and the table. It will create
a list /record of customers
in SP and a status. Table
will have timestamp of
when sent to Boomi and to
Baan.
Send
notice of
customer being
unblocked? Jackie
can forward the email to
SalesOps with " Done"
to show
unblocked.