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FI - Finance Management

Sales support (Offers & Orders)

Description how the support of the sales is implemented – technical notes about sales offers and orders

The sale

Sales-related business objects

Business object related with the sales are described by the following object model

Price List – technical implementation

The sale is supported by price list management linked with the products in the list of products. Price lists are not linked with assets and do not bother about the products elements – internal product structure

Price lists consist of lines of prices of the products. There could not be a price without link to a product.

Offer

Offer consist of several lines of products and services. Businessman could add products to the offer but also direct description of services or products that are currently not listed in the product catalogue (that the major difference from the price list structure – price list cannot contain price without product but the offer could)

Offer state map

The following model describes supported sales offer states:

Offer states – state machine

Order

Orders are stored in the same table with offers and they share internal structure of the links to the products.

Order state map

The following model describes supported sales order states. Order starts when client accepts offer or directly without order.

Order states – state machine