Case Study

Case Study
A Complex Distribution System using

Open Source Technology
Level 1 616 St Kilda Road
Melbourne Victoria 3004
T:1-300-990-120
Eail: in!o"ada#a$co
%eb: &&&$ada#a$co
Table of Contents
Executive Summary
1.1 Introduction .................................................................................................................. 6
1.2 The Open Source Stack................................................................................................ 7
1.3 Business Operations..................................................................................................... 7
1.4 Functional Requireents.............................................................................................. 7
1.! "a#or $han%es &ro Standard '(epiere...................................................................)
1.6 'ccess to the "odi&ied So&t*are................................................................................... )
1.7 Inclusion in $ore '(epiere+...................................................................................... ,
1.) 'ckno*led%eent......................................................................................................... ,
Background
2.1 $on-entions in this (ocuent.................................................................................... 1.
2.2 The $opan/0s S/ste 1eeds are $ople2.............................................................1.
2.3 '(epiere "odi&ication 3rocesses............................................................................11
Core Customisation
3.1 'cti-ities...................................................................................................................... 12
3.2 'ccountin% Facts and Reportin%................................................................................. 14
3.3 3ro%ra Business Rules............................................................................................ 14
3.4 3rice 4ists 4inked to 3ro%ras5'cti-ities....................................................................1!
3.! Ta2 "ana%eent........................................................................................................ 1!
3.6 Sales 3rice 4ists......................................................................................................... 1!
3.7 3urchase 3rice 4ists................................................................................................... 1!
3.) 3rice 4ist 6alidit/ (ates.............................................................................................. 16
Business Partners and Contacts
7 2.1. 'da2a 3t/ 4td 3a%e 1 o& ,4
'u(tralia Level 1) 616 St Kilda Road) Melbourne) Victoria) 3004 1300-990-120 &&&$ada#a$co
*e& +ealand ,3 -o(ton Road) Mt Eden) 'uc.land) 1023 0/00-232-922 in!o"ada#a$co
4.1 T/pes o& Business 3artner.......................................................................................... 17
4.2 'ddresses................................................................................................................... 1,
4.3 'utoatic 'ddress 6alidation..................................................................................... 1,
4.4 Sales Re%ions............................................................................................................. 22
4.! (uplicate B3 and $ontact records.............................................................................. 22
4.6 3ri-ac/ and $ontact 6alidation................................................................................... 22
Program Specific Changes
!.1 8S1 t/pe 3ro%ras.................................................................................................... 23
!.2 8o-ernent Schee 1 98S1: ;ntitleents................................................................24
!.3 8S1 In-oicin%............................................................................................................. 2!
!.4 8ST Treatent.......................................................................................................... 26
!.! 8S1 Stateents.......................................................................................................... 26
!.6 8S1 'pplication Fors............................................................................................... 26
!.7 8S1 Order Rules........................................................................................................ 27
!.) 8o-ernent Schee 2 3ro%ra 98S2:......................................................................2)
!., $ontracts.................................................................................................................... 2)
!.1. (irect Order For < "edical 3roducts 3rescriptions..................................................2)
!.11 8S2 3rescriptions....................................................................................................... 2,
!.12 8S2 Ite 1u=er....................................................................................................... 2,
!.13 8S2 3roducts Schedule.............................................................................................. 2,
!.14 8S2 >;2tra 'ppro-al Request For?.......................................................................... 2,
!.1! 8S2 Orders................................................................................................................. 3.
!.16 8S2 3a/ent 8ate*a/.............................................................................................. 3.
!.17 8S2 3a/ent 8ate*a/ In-oice 'ccountin%...............................................................31
!.1) $onsuer T/pe 3ro%ras......................................................................................... 31
Call Centre Operations
6.1 $all Recordin% and "ana%eent................................................................................ 33
6.2 The $all @indo*......................................................................................................... 33

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6.3 Searchin% &or a contact............................................................................................... 34
6.4 The $all Record.......................................................................................................... 3!
6.! 3ri-ac/ Issue.............................................................................................................. 36
6.6 Raisin% a Sales Order................................................................................................. 37
6.7 1otes and @arnin%s................................................................................................... 3,
6.) Recent 3urchases....................................................................................................... 4.
6., 3roduct a-aila=ilit/...................................................................................................... 4.
6.1. Related and Su=stitute 3roducts................................................................................. 41
6.11 3a/ent "ethods....................................................................................................... 41
6.12 Frei%ht char%es and 'utoatic Frei%ht $alculation....................................................41
6.13 Order $ancellation...................................................................................................... 44
6.14 Returns 3rocess......................................................................................................... 4!
6.1! Orders 3laced =/ Aealth 3ro&essionals......................................................................4!
6.16 The 'B'C AT"4 Inter&ace &or Aealth 3ro&essionals...................................................4!
6.17 $onstraints on '=ilit/ to 'nal/se $alls........................................................................46
6.1) The 'sDBuilt $all $entre Functionalit/D's Built ..........................................................46
Warehouse Operations
7.1 Third 3art/ 4o%istics D 334.......................................................................................... !3
7.2 Interactions *ith 334 < the $urrent 3osition...............................................................!3
7.3 334 Order File............................................................................................................. !3
7.4 334 8oods Shipped $on&irations............................................................................. !3
7.! 3urchase Order ad-ice to 334.................................................................................... !4
7.6 334 3rioritisin% Report................................................................................................ !4
7.7 8oods Recei-ed 'd-ice &ro 334.............................................................................. !4
7.) Stock -ariance............................................................................................................ !4
7., (eli-er/ 1otes............................................................................................................. !4
7.1. Shipents................................................................................................................... !4
7.11 Shipent dates........................................................................................................... !4

7 2.1. 'da2a 3t/ 4td 3a%e 3 o& ,4
7.12 (iscreet @rappin%...................................................................................................... !!
7.13 AaEardous %oods........................................................................................................ !!
7.14 (rop Shipent............................................................................................................ !!
7.1! Back Orders................................................................................................................ !6
7.16 $ounications *ith 334.......................................................................................... !6
Supply Chain
).1 Shipent $on&irations.............................................................................................. 61
).2 Stock classi&ication...................................................................................................... 61
).3 Replenishent............................................................................................................ 61
).4 $han%es Required in '(epiere............................................................................... 61
).! 3roduct *indo*D Replenishent ta=........................................................................... 62
).6 "odi&/ Replenishent 3rocess................................................................................... 62
).7 Replenishent Run.................................................................................................... 64
).) Other Replenishent Rules........................................................................................ 6!
)., $ustoer Spreadsheet sent to 334 re Ipendin% 6endor (eli-eries.........................6!
).1. Status o& R"'0s as ad-ised =/ 334............................................................................ 6!
).11 The '(epiere R"' 3rocess ................................................................................... 6!
).12 Returns In-esti%ation Stateent................................................................................. 66
).13 334 "ornin% Report < 8oods on Back Order.............................................................66
P! " #uture E$% Options
,.1 Future Interactions @ith 334...................................................................................... 67
Web Store #unctionality
1..1 @e= Store................................................................................................................... 6)
&arketing Communications
11.1 Interest 'reas............................................................................................................. 71
11.2 Re%isterin% &or Interest 'reas =/ $ontacts.................................................................72
11.3 "ail Teplates............................................................................................................ 72

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11.4 AT"4 Output o& ;ails............................................................................................... 73
11.! Sendin% "arketin% $ounications.......................................................................... 74
Back Office #unctions
12.1 Intranet Fors and Requests..................................................................................... 7!
12.2 Recurrin% (ocuents................................................................................................. 7,
Code Change 'istory

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1 Executive Summary
1.1 Introduction
0n 200/ 'da#a &a( re1ue(ted to 2rovide a 2ro2o(al !or an '3e2iere ba(ed (4(te to be u(ed b4 a 5o2an4
t6at di(tributed edical 2roduct( directl4 to con(uer( t6rou76out 'u(tralia$ T6e 5o2an4 &a( o&ned b4 a
not-!or-2ro!it entit4$
T6e 5o2an48( o2eration( con(i(ted o!:
di(tributin7 2roduct( t6at t6e 5o2an4 (old on it( o&n account) and
di(tributin7 2roduct( to con(uer( under a nuber o! (c6ee( and &it6 co(t( reibur(ed to t6e
5o2an4 b4 7overnent de2artent($ Eac6 7overnent (c6ee 6ad it( o&n rule( !or t6e
entitleent( o! t6e con(uer( &6o &ere reci2ient( under t6eir 2articular 2ro7ra$ T6e 5o2an4
adini(tered (oe (c6ee( under dele7ated aut6orit4 !ro t6e 7overnent de2artent( 9i$e$ acce2t
and a22rove a22lication( and de!ine entitleent(:$
T6e 2ro;ect &a( 2er!ored over a 2eriod o! nine ont6( &it6 re(ource( 2rovided b4 'da#a and a t6ird 2art4
2ro;ect ana7eent or7ani(ation$ Soe o! t6e earl4 i((ue( revolved around:
re2laceent o! t6e '3e2iere &eb(tore &it6 an o2en (ource content ana7eent (4(te called
3ru2al) includin7 a odi!ied ver(ion o! <bercart) and it( real tie inte7ration &it6 '3e2iere
inte7ration o! t6e client8( (u22l4 c6ain &it6 t6e &are6ou(in7 (4(te( o! a t6ird 2art4 lo7i(tic( 2rovider
!unctional re1uireent( o! a (i#t4 2er(on call centre and t6e inte7ration o! an '(teri(. (o!t ='-> &it6
'3e2iere
re2laceent o! t6e client8( internal 8i((ue( ana7eent8 (4(te &it6 '3e2iere Re1ue(t !unctionalit4
i7ration o! lar7e volue( o! data !ro t6e e#i(tin7 ER= (4(te
ana7eent o! co2le# relation(6i2( bet&een -u(ine(( =artner(
T6e (4(te &a( develo2ed durin7 2009 and &ent into 2roduction in t6e la(t 1uarter o! t6e (ae 4ear$ T6e
i((ue( t6at &ere encountered durin7 t6e !ir(t !e& ont6( o! 2roduction &ere !re1uentl4 traced to incon(i(tent
data t6at 6ad been i7rated !ro t6e 2reviou( ER= (4(te$ T6ere &ere) o! cour(e) ot6er i((ue( &6ic6 6ad
ari(en !ro inco2lete or not-&ell-under(tood !unctional re1uireent($

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1. The Open Source Stac!
T6e (4(te run( on 3ell Server 6ard&are &6ic6 6o(t( ulti2le virtual ac6ine( u(in7 Red ?at Linu# and t6e
>en Virtual Mac6ine Mana7er$
T6e a22lication (o!t&are con(i(ted o! '3e2iere 3$@$3) 3ru2al 6$# and <bercart$
=o(t7re( /$3 and M4SAL &ere de2lo4ed !or data (tora7e !or '3e2iere and 3ru2al re(2ectivel4$
T6e detail( are (6o&n at 6tt2:BB&&&$ade2iere$coBinde#$262B>64C?ard&are 9re!er to t6e 100 u(er (4(te
de(cri2tion:$
1." #usiness Operations
T6e co2an4 ana7ed it( order ta.in7 2roce(( via a (i#t4 2er(on call centre and &eb (ale($ 0t o2erated t&o
(all &are6ou(e( !or (2eciali(t 2roduct( but t6e a;orit4 o! it( 2roduct( &ere (toc.ed) 2ic.ed and (6i22ed on
it( be6al! b4 a t6ird 2art4 lo7i(tic( or7ani(ation$
T6e co2an4 6ad out7ro&n it( 2ro2rietar4 ER= (4(te !or a variet4 o! rea(on($
1.$ %unctional &e'uirements
'da#a &a( a(.ed to becoe !ailiar &it6 t6e !unctional re1uireent( o! t6e co2an4 and 2ro2o(e a (olution
to t6o(e re1uireent( u(in7 '3e2iere and a.in7 (uc6 odi!ication( a( &ere nece((ar4 to eet t6e
!unctional re1uireent($
0nitiall4) it &a( 2lanned to u(e t6e '3e2iere &eb (tore to eet t6e &eb (ale( re1uireent( 6o&ever it &a(
(ub(e1uentl4 a7reed t6at a ore 2ro!e((ional and !le#ible re(ult could be ac6ieved b4 u(in7 t6e 3ru2al 5ontent
Mana7eent S4(te to 2rovide t6e co2an48( &eb 2re(ence cou2led &it6 a 6i76l4 odi!ied ver(ion o! t6e
<bercart e-coerce 2lat!or 9a 3ru2al 2lu7-in: to 2rovide &eb (tore !unctionalit4$
T6e !ir(t (ta7e o! t6e 2ro;ect con(i(ted o! a (erie( o! &or.(6o2( &6ic6 re(ulted in an ei76t4 2a7e docuent
identi!4in7 6o& '3e2iere &ould eet t6e re1uireent( and &6at odi!ication( &ould be needed to !ill an4
!unctional 7a2($
T6e 5o2an4 6a( allo&ed u( to a.e 2ublic t6i( 8!unctional re1uireent(8 docuent 9(uitabl4 de-identi!ied:
and &e 6ave (ub(e1uentl4 odi!ied it to re!lect t6e c6an7e( t6at &ere ade to t6e ori7inal 2lan( to (6o& an

7 2.1. 'da2a 3t/ 4td 3a%e 7 o& ,4
Da(-builtE vie& o! t6e (4(te$ T6e 5o2an4 6a( al(o re1ue(ted t6at &e a.e available t6e odi!ied code to
be u(ed b4 ot6er( &6o a4 6ave a (iilar need$
1.( )a*or Changes +rom Standard ADempiere
-u(ine(( =artner) 5ontact( and -= relation(6i2( allo&in7 an4-to-an4 lin.(
E#tended u(e o! t6e conce2t o! D'ctivit4E to i2leent co2le# bu(ine(( rule(
Multi2le <oM ba(ed 2rice li(t(
Functionalit4 to (uit 5all 5entre G2erator need( in a (in7le &indo&
5o2le# Sale( Grder rule( and 3eliver4 Statu( di(2la4ed on order 6eader$
Mana7eent and recordin7 o! co2le# incoin7 2a2er a22lication !or($
Sei-autoated !or evaluation and re(2on(e letter creation
5u(toer addre(( validation
En6anced re2leni(6ent !unctionalit4 !or 8!a(t ovin7 con(uer 7ood(8
0nte7ration &it6 a t6ird 2art4 lo7i(tic( 2rovider
'utoated Frei76t 5o(t calculation
'utoatic !eedin7 o! =enta6o -0 S4(te
'utoation o! 3eliver4 and Mani!e(t docuentation
'utoated recordin7 o! =ac.a7e and Trac.in7 in!oration !ro t6e t6ird 2art4 lo7i(tic( 2rovider
Hovernent =a4ent Hate&a4 acce(( via >ML ba(ed !ile(
3ru2al 5ontent Mana7eent S4(te
e5oerce 2lat!or &it6 ric6 !unctionalit4 includin7 (ale( 2rootion(
%eb Service lin.a7e o! ER= to 3ru2al and e5oerce 2lat!or
0ntelli7ent 5all re7i(ter and inte7ration to ER= I 5RM
'(teri(. Tele26on4 0nte7ration to 5all re7i(tration and ER= I 5RM
1., Access to the )odi+ied So+t-are
For t6o(e intere(tin7 in e#2lorin7 t6e (o!t&are !urt6er) t6e co2lete (4(te 2ac.a7e i( con(tituted b4:

7 2.1. 'da2a 3t/ 4td 3a%e ) o& ,4
t6i( docuent i( available at 9T-':
a cu(toi(ation$;ar &6ic6 &ill a22l4 all t6e re1uired c6an7e( to an '3e2iere 3@3a relea(e available at
9T-':
a =o(t7re( databa(e con!i7ured to &or. &it6 t6e '3e2iere odi!ied code and containin7 a (all (et
o! indicative te(t data 9available at T-':
T6e 3ru2alB<bercart deon(tration (4(te &6ic6 lin.( to t6e '3e2iere in(tance$ 9available at T-':
t6e (ource code !or t6e '3e2iere (4(te can be do&nloaded !ro t6i( lin. 9T-':
J2lea(e (ee 6ere 6tt2:BB&&&$ade2iere$coBinde#$262B5o2le#C3i(tributionCS4(te:C5a(eCStud4 to c6ec.
an4 c6an7e( to t6e(e lin.( a( &e are (till !inali(in7 t6e (tora7e detail(K
1.. Inclusion in Core ADempiere/
T6ere i( no 2lan to tr4 to i7rate t6e !unctionalit4 contained in t6i( (4(te into t6e '3e2iere core becau(e
uc6 o! t6e !unctionalit4 &ould be o! little intere(t to t6e a;orit4 o! u(er($ T6ere are) 6o&ever) a nuber o!
c6an7e( t6at are 1uite (uitable !or inclu(ion in t6e '3e2iere core and an4one &6o !eel( t6at a co2onent o!
t6e !unctionalit4 i( (uitable !or inclu(ion (6ould !eel !ree to incor2orate it$
1.0 Ac!no-ledgement
'da#a &ould li.e to t6an. it( 5lient !or t6e o22ortunit4 o! &or.in7 on t6i( 2ro;ect and !or t6eir 7enero(it4 in
allo&in7 u( to (6are (o uc6 &it6 t6e '3e2iere counit4$
Muc6 o! t6e aterial 2re(ented in t6i( docuent 6a( been derived !ro t6e &or.in7 e#2erience( and
docuentation develo2ed durin7 t6e 2ro;ect i2leentation$ %e &ould li.e to e#2re(( our t6an.( to t6e (ta!!
and ana7eent o! our 5lient !or t6eir &onder!ul co-o2eration and a((i(tance durin7 t6e 2ro;ect$

7 2.1. 'da2a 3t/ 4td 3a%e , o& ,4
#ac!ground
.1 Conventions in this Document
T6e nae o! 'da#a8( client 6a( been reoved !ro t6i( docuent and re2laced &it6 t6e ter D5o2an4E$
0n t6e '3e2iere databa(e an4 ter or te#t &6ic6 2reviou(l4 di(2la4ed t6e client8( nae 6a( been c6an7ed to
8'da#a8$
T6e ter( DHovernent Sc6ee 1E and DHovernent Sc6ee 2E are u(ed to re2re(ent t&o t42e( o!
7overnent (c6ee( u(ed to 2rovide edical 2roduct( to (c6ee 2artici2ant($ 8HS18 i( a (c6ee t6at 2rovide(
2roduct( !ro a 2re(cribed li(t u2 to a a#iu value 2er 4ear$ 8HS28 i( a (c6ee t6at 2rovide( 2roduct(
&6ic6 are 2re(cribed b4 edical 2ractitioner( !ro a li(t and t6e 1uantit4 ordered b4 t6e cu(toer u(t not
e#ceed tie ba(ed a#iu 1uantit4 liit($
Te#t in t6e ori7inal 7a2 anal4(i( docuent i( (6o&n in blac.$ Te#t &6ic6 6a( been added to de(cribe t6e 8a(
built8 !unctionalit4 i( (6o&n &it6 te#t (t4led a( !ollo&($
1...as built ..2
=art( o! t6e ori7inal re1uireent( (2eci!ication t6at are eit6er coerciall4 (en(itive or not relevant to
under(tandin7 t6e (4(te 6ave been deleted$ 3eletion( are indicated &it6 t6e ta7 3snip4$
. The Company5s System 6eeds are Complex
3snip4
%6ile at a (u2er!icial level it a4 (ee t6at t6e 5o2an48( re1uireent( are in an4 re(2ect( routine !or an4
ER= t42e (o!t&are (4(te 3snip4 (i7ni!icant co2le#it4 i( introduced b4 t6e bu(ine(( odel in(o!ar a( it act(
a( an a7ent !or ot6er co2anie( or 7overnent de2artent($ T6e(e arran7eent( 9&6ic6 &e &ill later call
D=ro7ra(E: re(ult in con!lict bet&een t6e need to ana7e t6e cu(toer a( a uni!ied o2eration &it6 a (in7le
2oint o! re!erence !or eac6 cu(toer and t6e need to treat t6at (ae cu(toer in di!!erent &a4( de2endin7 on
&6o t6e 5o2an4 i( actin7 on be6al! o! in a 7iven conte#t$
3snip4
'3e2iere o!!er( a Diddle 2at6E bet&een o!!-t6e-(6el! (o!t&are and a co2letel4 cu(to-&ritten (olution b4
2rovidin7 a &ell de(i7ned) 6i76l4 !unctional) ER= (4(te t6at i( ea(il4 e#tended u(in7 it( odel-driven
arc6itecture and &it6 !ull control over t6e (ource code o!!ered b4 it( o2en (ource licen(e$ T6e 2ur2o(e o! t6i(
docuent i( to outline 6o& '3e2iere could be 9and &a(: i2leented to (u22ort t6e 5o2an48( co2le#

7 2.1. 'da2a 3t/ 4td 3a%e 1. o& ,4
bu(ine(( 2roce((e( a( identi!ied durin7 t6e re1uireent( 7at6erin7 26a(e) in a &a4 t6at inii(e( co2le#it4
and co(t &6ile o!!erin7 (u!!icient !le#ibilit4 !or !uture develo2ent$
." ADempiere )odi+ication 7rocesses
T6ere are t6ree di(tinct level( o! activit4 underta.en durin7 an '3e2iere i2leentation:
Con+iguration: t6i( re2re(ent( t6e a22in7 o! bu(ine(( 2roce((e( to (tandard !unctionalit4 in t6e
'3e2iere ER= (4(te$ 02leentation re1uire( t6e a22ro2riate con!i7uration o! '3e2iere to enable
re1uired 2roce((e( to o2erate in a anner (uitable !or 5u(toer8( need($
AD changes: t6i( i( &6ere alteration( are ade to t6e data odel u(in7 t6e (tandard '3e2iere u(er
inter!ace to atc6 in!oration and re2ortin7 re1uireent($ T6i( involve( addin7 a22ro2riate data (tructure(
9table( andBor colun(: to t6e '22lication 3ictionar4 to (tore data relevant to t6e 5o2an48( bu(ine(( t6at i(
not covered b4 t6e (tandard !unctionalit4$ T6e(e c6an7e( can be ade &it6 ea(e in '3e2iere) t6ou76 (oe
care u(t be e#erci(ed to en(ure t6e correct in!oration i( bein7 (tored in an a22ro2riate !orat$ T6e(e &ill
be !la77ed in t6e !ollo&in7 &it6 t6e ta7 3AD4$
Code changes: t6i( entail( t6e cu(toi(ation or e#ten(ion o! '3e2iere !unctionalit4$ Source code i(
altered to !ine-tune (tandard 2roce((e( to (uit t6e 5o2an4 or to a.e !ull u(e o! t6e data ca2tured b4 t6e '3
c6an7e( in order to autoate 2roce((e( and en!orce bu(ine(( rule($ T6e(e &ill be !la77ed &it6 3CC4.
3snip4$
T6e 2riar4 !ocu( o! t6i( docuent &ill be on t6e '3 56an7e( and 5ode 56an7e( needed to !ill t6e 7a2( in
(tandard '3e2iere !unctionalit4 identi!ied b4 our anal4(i( o! t6e 5u(toer8( re1uireent($ T6e(e c6an7e( are
(6o&n &it6 a 3CC4 or 3AD4 !la7 a( re1uired$

7 2.1. 'da2a 3t/ 4td 3a%e 11 o& ,4
" Core Customisation
3snip4
".1 Activities
'ctivitie( 9al(o .no&n a( 85a2ai7n(8 or 8=ro7ra(8 b4 5o2an4 (ta!!8: are t6e di!!erent (c6ee( t6rou76 &6ic6
t6e 5o2an4 2rovide( 2roduct( and (ervice( to cu(toer( on be6al! o! it( client( li.e 8Hovernent Sc6ee 18
9HS1: and 8Hovernent Sc6ee 28 9HS2:$ T6e(e &ill be re2re(ented in '3e2iere u(in7 t6e e#i(tin7 'ctivit4
!unctionalit4$ 'n 'ctivit4 2rovide( an identi!ier t6at can ea(il4 be a22lied to an4 docuent$ T6i( identi!4in7 code
i( t6en autoaticall4 added to an4 re(ultin7 accountin7 tran(action( t6at relate to t6o(e docuent($ T6e
8'ctivit48 identi!ier &ill be enabled in t6e accountin7 (c6ea$ T6e intent i( t6at 'ctivit4B=ro7ra record( &ill be
created !or eac6 2eriod o! entitleent (o) !or in(tance) &e &ill 6ave a DHS1 200,-/E record and a DHS1 200/-
9E record$
Eac6 'ctivit4 &ill be cla((i!ied accordin7 to an 'ctivit4 T42e 9(electable !ro a re!erence li(t initiall4 containin7
HS1) HS2) and 5on(uer 3irect 9and no& an4 ore:$ T6e =ro7ra T42e act( a( a ean( o! 7rou2in7
to7et6er related =ro7ra() and can be u(ed bot6 in !inancial re2ort( and !or ot6er re2ortin7 re1uireent(
3AD4$ T6e =ro7ra T42e can al(o be u(ed in i2leentin7 rule( and (ecurit4 2olicie( t6at a22l4 to all
=ro7ra( o! a 7iven t42e$
Heneric =ro7ra level in!oration t6at &ill be (tored on eac6 =ro7ra record &ill include:
=ro7ra T42e
-ill-to -u(ine(( =artner
Sale( Grder 2rint !orat
Sale( 0nvoice 2rint !orat
S6i2ent 2rint !orat
valid 8!ro date8
valid 8to date8
9and 2robabl4 (oe ot6er(: 3AD4$

7 2.1. 'da2a 3t/ 4td 3a%e 12 o& ,4
6ote8 9ater expanded to store the +ollo-ing
The Schedule

7 2.1. 'da2a 3t/ 4td 3a%e 13 o& ,4
The Entitlement record o+ a #usiness 7artner
". Accounting %acts and &eporting
T6e table o! 'ccountin7 Fact( 9e((entiall4 7eneral led7er tran(action( &it6 an4 additional colun( o!
in!oration u(ed !or !inancial and 1ua(i-!inancial re2ortin7: or it( related Vie&( &ill be odi!ied to record bot6
t6e (6i2-to 2art4 and al(o t6e invoice-to 2art4$ T6i( &ill enable ea(4 re2ortin7 on 1ue(tion( li.e D&6ic6 2roduct(
did &e (end to 5on(uer 7rou2 > on be6al! o! 5lient L under =ro7ra + in t6e 2eriod bet&een (tart-date and
end-dateE$
"." 7rogram #usiness &ules
Eac6 t42e o! =ro7ra 6a( a (2eci!ic (et o! bu(ine(( rule( 3snip4 and t6ere i( little coon 7round bet&een
eac6 (et o! rule($ T6ere!ore eac6 =ro7ra t42e &ill be treated (e2aratel4) &it6 (e2arate data and codin7
(tructure( created to (tore eac6 t42e o! =ro7ra (2eci!ic in!oration and rule($ T6i( i2lie( t6at t6e addition o!
a ne& =ro7ra t42e &ill re1uire code c6an7e( to i2leent it( 2articular rule($ ?o&ever &e believe t6at t6i( i(

7 2.1. 'da2a 3t/ 4td 3a%e 14 o& ,4
unavoidable and certainl4 2re!erable to e#2endin7 e!!ort in atte2tin7 to antici2ate and &rite code to deal &it6
rule( t6at cannot be ia7ined at t6i( (ta7e$
".$ 7rice 9ists 9in!ed to 7rograms:Activities
=rice li(t( are u(ed in '3e2iere to a((i7n 2rice( to 2roduct( and to re(trict &6at 2roduct( are available !or
(election in a 2articular conte#t$ T6i( a2( &ell onto t6e re1uireent t6at eac6 di!!erent =ro7ra &ill 6ave
di!!erent 2roduct( available &it6 di!!erent 2ricin7 2olicie($ Eac6 2ro7ra &ill t6ere!ore be a((ociated &it6 a
2rice li(t t6at &ill 7overn &6at 2roduct( are available to7et6er &it6 t6eir 2ricin7$ T6i( &ill be ac6ieved b4
addin7 a re!erence to t6e 'ctivit4B=ro7ra to t6e =rice Li(t record 3AD4$
".( Tax )anagement
=rice Li(t( in '3e2iere are !la77ed a( eit6er 8Ta# 0nclu(ive8 or alternativel4 8Ta# e#tra8 i! a22licable$
'dditionall4 individual -u(ine(( =artner( can be !la77ed a( 8Ta# E#e2t8$ T6e cobination o! t6e(e !acilitie(
a22ear( to enable u( to ac6ieve t6e cobination o! ta# outcoe( nece((ar4$
"., Sales 7rice 9ists
Sale( 2rice li(t( &ill be ta#-inclu(ive or ta#-e#e2t !or e#i(tin7 2ro7ra( (ince e#i(tin7 2ro7ra( are eit6er ta#
e#e2t or retail activitie( &6ere ta# u(t be (6o&n a( included in t6e 2rice$ 0! a ne& =ro7ra i( introduced on
t6e coercial (ide &6ere (ale( (6ould 2ro2erl4 be (6o&n a( D2lu( HSTE t6en t6i( can be 6andled b4 (ettin7
t6e 2rice li(t ta# !la7( accordin7l4$
3...As built...4
7rice 9ists are modi+ied so that the a product can appear t-ice on the same price list
-ith di++erent ;O)s. This means price control is absolute and not dependent on
calculations based on ;O) conversions. The same unit o+ measure conversions are
used to allo- purchasing transactions to al-ays be stated in the supplier5s pre+erred
unit o+ measure as recorded in the replenishment records.
".. 7urchase 7rice 9ists
=urc6a(e 2rice li(t( &ill be (et a( not 8ta# inclu(ive8 and t6e 2rice( (et accordin7l4$

7 2.1. 'da2a 3t/ 4td 3a%e 1! o& ,4
".0 7rice 9ist <alidity Dates
Standard !unctionalit4 in '3e2iere allo&( ulti2le ver(ion( o! a =rice Li(t to be created &it6 di!!erent validit4
date($ Sale( order( are autoaticall4 2riced accordin7 to t6e o(t recent valid =rice Li(t Ver(ion !or t6e
relevant Grder 3ate) reovin7 t6e need to (u(2end orderin7 &6ile 2rice c6an7e( are bein7 a22lied$ T6ere al(o
e#i(t( a 2roce(( !or re2ricin7 e#i(tin7 order( in t6e ca(e o! a 2rice c6an7e$

7 2.1. 'da2a 3t/ 4td 3a%e 16 o& ,4
$ #usiness 7artners and Contacts
$.1 Types o+ #usiness 7artner
T6e core o! t6e 5o2an48( bu(ine(( i( it( relation(6i2 &it6 it( cu(toer($ 3snip4 0t i( e((ential) t6ere!ore)
t6at t6ere i( 6i76 vi(ibilit4 o! all t6e cu(toer8( interaction( &it6 t6e bu(ine(($ T6i( ob;ective) 6o&ever) i(
con(trained b4 contractual and 2rivac4 obli7ation( i2o(ed on t6e 5o2an4 &6en it i( actin7 2riaril4 a( t6e
a7ent !or a t6ird 2art4 9t42icall4 a 7overnent de2artent:$
' 2riorit4 &6en i2leentin7 '3e2iere i( to ac6ieve a (olution t6at allo&( t6e 5o2an4 to ana7e t6eir
cu(toer a( a (in7le entit4) &6ile 6avin7 t6e abilit4 to deal &it6 t6e under t6eir di!!erent a(2ect( a( client( o!
di!!erent 2ro7ra( and en(urin7 t6at t6e contractual and 2rivac4 obli7ation( are not breac6ed$
0n '3e2iere) an4 entit4 9eit6er cor2orate or individual: t6at t6e 5o2an4 doe( bu(ine(( &it6 i( re2re(ented
a( a -u(ine(( =artner 9-=:) e$7$ e2lo4ee() cu(toer() (u22lier($ ' 2er(on &6o i( a((ociated &it6 t6e -= i(
re2re(ented a( a 85ontact8$ 'll bu(ine(( tran(action( 9order() invoice() etc: are conducted in relation to -=() but
eac6 -= can 6ave ulti2le 5ontact( &6o are a((ociated &it6) and a4 be 2eritted to act on be6al! o!) t6e -=$
T6e(e 82eri((ion(8 need to be recorded and a22lied to en(ure t6at 2rivac4 obli7ation( are ana7ed
(ucce((!ull4$
T6e 5o2an4 6a( identi!ied t6e !ollo&in7 2artie( and relation(6i2( t6at are i2ortant to t6e !ro a cu(toer
relation( (tand2oint:
3snip4
Clients8 2artie( on &6o(e be6al! t6e 5o2an4 6a( contracted to 2rovide a (ervice 9e$7$ HS2) HS1)
5oercial Service( co2anie(:$ 0n '3e2iere ter( client( are -=( to &6ic6 t6e 5o2an4 a4 invoice in
2lace o! t6e 2art4 &6o receive( t6e 7ood( or (ervice$ T6ere i( (oe e#i(tin7 !unctionalit4 allo&in7 t6e creation
o! billin7 relation(6i2( bet&een -=( (o t6at an order a4 be 2laced !or one -= but invoiced to anot6er$ T6i( &ill
be e#tended (o t6at order( related to a 2articular =ro7raB'ctivit4 9(ee belo&: &ill autoaticall4 be billed to
t6e a22ro2riate client$ 955:$
Customers8 are 2artie( t6at t6e 5o2an4 invoice( !or 7ood( and (ervice( 2rovi(ion 9e$7$ tru(tee()
in(urance 2rovider(:$
Consumers8 t6e(e are t6e reci2ient( o! 5o2an48( 2roduct( and (ervice($ T6e4 a4 be -=( a7ain(t
&6o order( are rai(ed and invoice( are i((ued) alt6ou76 t6e invoice a4 in(tead be directed to a 5lient or t6e
5u(toer$ T6e4 &ill al(o 6ave a 5ontact record t6at i( directl4 lin.ed to t6e -= record to (tore t6eir 2er(onal
detail( and &ill be .e2t (4nc6roni(ed &it6 t6e -= 955:$ G2tionall4) additional attribute( 9e$7$ 6ealt6 condition(:
about t6e con(uer could be recorded !or re2ortin7 2ur2o(e( 9'3:$

7 2.1. 'da2a 3t/ 4td 3a%e 17 o& ,4
Carers8 are 5ontact( &6o a4 tran(act on be6al! o! one or an4 -=( 9e$7$ !ail4 eber) !riend)
(ocial &or.er) advocate:$ 0n (oe ca(e( a 5arer a4 be t6e 5u(toer and t6e 5u(toer a4 not 6ave an4
direct .no&led7e or contact &it6 t6e 5on(uer$
Care Centres8 re2re(ent 7rou2( o! 5on(uer($ T6e4 a4 be 5u(toer( in t6eir o&n ri76t or t6eir
5ontact( a4 act on be6al! o! 5on(uer( in t6eir care and are o!ten ?ealt6 =ro!e((ional($ 0n '3e2iere &e
&ould record a 5are 5entre a( a -=) &6ic6 li.e a 5u(toer -= could 6ave D-ill ToE arran7eent( (et u2 &it6
anot6er -=$ ' 5are 5entre &ill al(o 6ave 5ontact( and t6e(e 5ontact( can be a((i7ned a( 6avin7 (2eci!ic
2eri((ion( to act on be6al! o! ot6er -=( 9e$7$ 5u(toer( andBor 5on(uer(:$
=ealth 7ro+essionals8 are edical 2ractitioner( &6o a4 act on be6al! o! a 5on(uer$ T6e4 &ill be
(tored a( a 5ontact &it6 additional !ield( recordin7 t6eir t42e 9e$7$ doctor) 264(iot6era2i(t:) 2re(criber
nuber() etc 9'3:$ 3e2endin7 on t6e rule( o! a =ro7ra) a ?ealt6 =ro!e((ional a4 be re1uired to 2re(cribe
2roduct( to a 5on(uer or t6e4 a4 (i2l4 o!!er advice and recoendation($ ?ealt6 =ro!e((ional( a4 al(o
be -=( in t6eir o&n ri76t$ ?ealt6 =ro!e((ional( &ill be lin.ed to t6e 5u(toer( andBor 5on(uer( t6at t6e4 are
allo&ed to order !or$ ?ealt6 =ro!e((ional( a4 al(o 2lace order( on be6al! o! 5on(uer( and a4 do (o at a
(in7le tie on be6al! o! a 7rou2 o! 5on(uer($
Suppliers8 T6e(e are (i2l4 a t42e o! -=$ %e can o2tionall4 trac. additional in!oration about
(u22lier( i! re1uired$
To trac. t6e co2le# interrelation(6i2 o! t6e(e 2artie( it &ill be nece((ar4 to a.e a (i7ni!icant c6an7e to
'3e2iere8( data odel to allo& a (in7le 5ontact to be lin.ed to ulti2le -=() a( &ell a( continuin7 to allo&
eac6 -= to 6ave ulti2le 5ontact( 955:$ -4 doin7 (o &e &ill be able to a2 all o! t6e relation(6i2( outlined
above) eit6er b4 lin.in7 5ontact( to -=( or b4 lin.in7 -=( to ot6er -=($ 3i!!erent t42e( o! -= can be
di(tin7ui(6ed eit6er b4 a((i7nin7 t6e to a -u(ine(( =artner Hrou2 9e#i(tin7 !unctionalit4: or b4 addin7
5u(toer (2eci!ic !ield( to t6e -= record to identi!4 t6e$ '( 4et little concrete !unctionalit4 9a(ide !ro t6e
Dbill-toE and Dorder on be6al! o!E (cenario( addre((ed el(e&6ere: 6a( been a((ociated &it6 (oe o! t6e(e
relation(6i2() (o &e &ill c6ie!l4 be intere(ted in accuratel4 ca2turin7 t6e to allo& !or detailed re2ortin7 and
anal4(i($
#usiness 7artner Contact
5lient Le(
5u(toer Le(
5on(uer Le( Le(
5arer Le( Le(
5are 5entre Le(
?ealt6 =ro!e((ional Le(
Su22lier Le(
=ea. bod4 Le( *o

7 2.1. 'da2a 3t/ 4td 3a%e 1) o& ,4
$. Addresses
Eac6 -u(ine(( =artner can 6ave ulti2le addre((e() eac6 o! &6ic6 can be !la77ed a( a (6i22in7 andBor billin7
addre(($ T6e (tandard '3e2iere be6aviour i( to a((i7n eac6 addre(( a (6ort nae 97enerall4 ;u(t t6e
(uburbBcit4: !or di(2la4 2ur2o(e($ T6i( can a.e it ore di!!icult to identi!4 a 2articular addre(( i! a -= 6a(
an4 location() (o !or t6e 5oa2an4 &e &e &ill odi!4 t6i( be6aviour to in(tead a((i7n an addre(( identi!ier
con(i(tin7 o! t6e (treet addre(() (uburb and 2o(tcode 3CC4$
$." Automatic Address <alidation
'utoatic validation o! an addre(( a7ain(t an e#ternal data (ource 6a( al(o been 2ro2o(ed 9e$7$ (election o!
(uburb and (tate ba(ed on 2o(tcode:$ '3e2iere coe( &it6 an inter!ace t6at 6a( (ucce((!ull4 been
i2leented in t6e <K to e#tract addre((in7 in!oration !ro 2o(tcode data 2rovided b4 Ro4al Mail$ %e can
levera7e t6i( e#i(tin7 &or. but it &ill need to be ada2ted to (uit t6e 'u(tralian 2o(tal (4(te 9and t6e (u22lied
data: 3CC4$ T6i( t42e o! validation i( bene!icial in reducin7 (6i2ent error( cau(ed b4 (i2le data entr4
i(ta.e() a( &ell a( a.in7 it 1uic.er and ea(ier to add addre((e($
3...As #uilt...4
Signi+icant changes -ere made to the handling o+ location data to assist call centre
operators to enter the correct address. The principal change -as to allo- the entry o+
a badly spelled address and then search a list o+ addresses to +ind the best matches.
The address list is provided by a third party and imported into extra tables in the
ADempiere database. The reason +or the validation is that the "79 also validates
addresses against the same list and -ill re*ect a shipment instruction i+ the address
can not be validated against the list.
6ote that in the demonstration database the table o+ addresses has be compressed to
delete all streets -hose names do not commence -ith >A?@ >#? or >C?.
The address matching is done using )etaphone based searching.
3...As #uilt...4
6ote that in the -ebstore -here users are entering their o-n address details the
address is best validated using 9evenshtein distance +unctions. 6ote that this is not
used in the uploaded version.

7 2.1. 'da2a 3t/ 4td 3a%e 1, o& ,4
3...As #uilt...4 &evised 9ocation entry screen
3...As #uilt...4 enter a misspelled street name and a partial city:suburb:postcode and
clic! search. 6ote the 5bad5 spelling o+ street name.
Select a matching address +rom the dropdo-n ...

7 2.1. 'da2a 3t/ 4td 3a%e 2. o& ,4
3...As #uilt...4 Save the address record

7 2.1. 'da2a 3t/ 4td 3a%e 21 o& ,4
$.$ Sales &egions
4$4$1 T6e 5o2an4 2lanned to do all 7eo7ra26ic (ale( anal4(i( in t6e =enta6o -u(ine(( 0ntelli7ence
a22lication$ '( a con(e1uence t6e '3e2iere (ale( re7ion table &a( 2re-2o2ulated &it6 nuber( 0000
to 9999 9(tandard !orat !or '< 2o(tcode(:$ %6en a ne& location i( added t6e (ale( re7ion !ield on
Location i( 2o2ulated &it6 t6e 2o(tcode (elected in t6e addre(( !or$
$.( Duplicate #7 and Contact records
'da#a &ill add to t6e -= and 5ontact (earc6 (creen( t6e o2tion o! u(in7 a Meta26one al7orit6 to convert
nae( into a code re2re(entin7 t6e 26onetic value t6e nae 3CC4$ -e!ore ne& account( are added u(er( &ill
be able to 1uic.l4 and ea(il4 (earc6 to (ee &6et6er t6ere i( alread4 a record 2re(ent &it6 a (iilar (oundin7
nae) a( &ell a( u(in7 t6e (tandard (earc6 et6od( on !ield( (uc6 a( date o! birt6 or 26one nuber$
$., 7rivacy and Contact <alidation
T6e ba(ic -u(ine(( =artner Searc6 bo# &ill be odi!ied to di(2la4 additional !ield( o! in!oration (uc6 t6at t6e
!ield( t6at t6e 5o2an4 de!ine( a( bein7 needed to be validated to (ati(!4 2ro2er identi!ication and 2rivac4
re1uireent( &ill be available in t6e -= Searc6 bo# &6enever it i( u(ed in t6e a22lication$ 'da#a under(tand(
t6at t6e e#tra !ield( 2re(entl4 identi!ied are DFull 'ddre(( and =o(tcodeE) D3ate o! -irt6E) DKno&n-'(E and
D=0*E$

7 2.1. 'da2a 3t/ 4td 3a%e 22 o& ,4
( 7rogram Speci+ic Changes
'(ide !ro t6e need to re(trict availabilit4 and control 2rice( on a 2er =ro7ra ba(i( covered b4 t6e =rice Li(t)
eac6 =ro7ra 6a( a detailed (et o! bu(ine(( rule( 7overnin7 t6e condition( under &6ic6 2roduct( can be
2urc6a(ed !ro t6e 5o2an4 b4 a 7iven cu(toer$ -elo& i( an outline o! our under(tandin7 o! eac6 o! t6e
e#i(tin7 =ro7ra T42e( and our (u77e(tion( !or i2leentin7 t6e a((ociated bu(ine(( rule( and 2roce((e($
(.1 AS1 type 7rograms
T6e Aovernment Scheme Type 1 Sc6ee 9HS1: i( !unded b4 t6e 7overnent &6ic6 2rovide( client( &it6 a
(ub(id4 !or edical 2roduct( ordered t6rou76 t6e 5o2an4$ T6e current value o! t6e (ub(id4 !or t6e !ull 4ear
200/-9 i( MMMM3snip4$ 5lient( &6o(e a22lication( are a22roved !or 2art o! t6e 4ear receive a (c6eduled
aount !or t6at 4ear ba(ed on t6e ont6 in &6ic6 t6e4 ;oin t6e (c6ee$
5lient( al(o receive an allo&ance !or !rei76t t6at cover( u2 to * deliverie( 9a#iu value MMMM recoverable:$
Eac6 4ear o! t6e (c6ee &ill be re2re(ented in '3e2iere a( a (e2arate =ro7raB'ctivit4 9e$7$ t6ere &ill be
DHS1 200/-9E) DHS1 2009-10E =ro7ra(:$ T6e(e &ill be lin.ed to a ne& table containin7 t6e (ub(id4 aount
(c6eduled !or t6at 4ear 9a (i2le a2 o! 4ear and ont6 to dollar value: 3AD4$ Eac6 HS1 =ro7ra &ill 6ave
a =ro7ra T42e o! DHS1E) and t6e Hovernent 3e2artent a( t6e D-ill To -u(ine(( =artnerE$ HS1 (2eci!ic 2rint
!orat( can al(o be created and a((i7ned i! re1uired 9i$e$ order and invoice docuent( t6at di(2la4 HS1
brandin7 rat6er t6an 5o2an48(:$
5urrentl4) 5on(uer entitleent( are 6andled b4 anuall4 creditin7 t6e 5on(uer debtor account &it6 t6e
value o! t6e (ub(id4 once t6eir a22lication 6a( been a22roved and t6en decreentin7 t6at balance !or eac6
(ale) &6en t6eir balance i( Nero t6e4 can order no ore a( t6eir credit liit i( (et a( Nero and a ne& order
&it6out 2re-2a4ent &ould brea. t6i( rule$
0n '3e2iere &e intend to ana7e t6e cu(toer HS1 entitleent( (e2aratel4 !ro t6eir debtor account
balance$ T6i( c6an7e i( re1uired becau(e &e &ill no& 6ave Done debtor account 2er bu(ine(( 2artnerE rat6er
t6an t6e Done debtor account 2er bu(ine(( 2artner 2er 2ro7raE a( 2re(entl4 e#i(t($
T6e HS1 entitleent balance !or eac6 cu(toer &ill be u(ed to inde2endentl4 control t6e co2letion o! an4
Sale( Grder( related to t6e HS1 =ro7ra$ Grder( related to ot6er 2ro7ra( 9e$7$ 5on(uer: &ill not be
a!!ected b4 a 5on(uer8( HS1 entitleent (tatu($

7 2.1. 'da2a 3t/ 4td 3a%e 23 o& ,4
(. Aovernment Scheme 1 1AS12 Entitlements
0ndividual client(8 entitleent( &ill be recorded in a ne& table in '3e2iere$ Eac6 record &ill be lin.ed to a
-u(ine(( =artner 9t6e 5u(toer: and a 2ro7ra 9e$7$ HS1 200/-9:$ T6i( table &ill be u(ed a( t6e 2riar4
re!erence to control 5on(uer e#2enditure t6rou76 t6e 2ro7ra$ T6e table &ill contain !ield( !or$$$$$$$
3...As #uilt...4
Fro t6i( can be calculated t6e balance( reainin7 9aount and nuber o! deliverie(:$
T6e e#2ended aount and deliverie( &ill be u2dated &6en a ne& order a7ain(t t6e HS1 2ro7ra i( created
!or t6i( cu(toer$ T6e in!oration &ill be di(2la4ed on t6e Sale( Grder ?eader and Line record (o t6e
o2erator al&a4( .no&( t6e reainin7 HS1 entitleent$ ' value &ill al(o be (6o&n !or Return( &6ic6 6ave been
advi(ed to t6e 5o2an4 but not 4et a22roved 92er6a2( becau(e t6e 7ood( 6ave not 4et been returned: $
T6e value u(ed b4 a HS1 cu(toer on a HS1 related order &ill be u2dated and &ritten to t6eir entitleent(
table &6en an order i( co2leted b4 t6e 5all 5entre G2erator$
*o HST &ill be a22lied to an4 HS1 Sale( Grder becau(e t6e 5o2an4 i( 2roce((in7 t6e tran(action a( a7ent o!
t6e 7overnent and t6e 7overnent doe( not c6ar7e HST to t6e(e 5on(uer($
T6e cu(toer can order 2roduct( available !ro t6e HS1 2ro7ra 2rice li(t u2 to t6e total value o! t6eir
entitleent valid a( at t6e order date$
T6e o2erator could al(o (elect a di!!erent 2rice li(t (uc6 a( t6e 5on(uer 2rice li(t at t6e Sale( Grder ?eader
level in &6ic6 ca(e a ore traditional (ale( tran(action &ould occur and t6e Sale( Grder &ould (6o& t6e
invoice-to 2art4 a( t6e 5on(uer and autoaticall4 add HST to an4 2roduct &6ere HST a22lied$ 90n addition to
ordinar4 2roduct (ale() t6i( a4 be needed to cover an e#ce(( deliver4 c6ar7e 2a4able b4 t6e 5u(toer:$
T6e Sale( Grder &ould 7enerate a S6i2ent and t6en Sale( 0nvoice$ 0! ulti2le S6i2ent( are arran7ed !or
t6e (ae 5on(uer t6e(e &ill be 9o2tionall4: con(olidated to a (in7le deliver4 in(truction to 3=L$

7 2.1. 'da2a 3t/ 4td 3a%e 24 o& ,4
=roduct( t6at are !la77ed a( 86aNardou(8 &ill 7enerate an e#tra (6i2ent$
Gn co2letion o! t6e Sale( Grder) 2a4ent can be received and a22lied a7ain(t t6e Grder$ 0! de(ired t6e order
t42e !or t6e 5on(uer can be (et a( a D=re2a4 GrderE in &6ic6 ca(e t6e S6i2ent &ill not be relea(ed until t6e
=a4ent i( ade and a((ociated &it6 t6e Sale( Grder$ *ote t6at an un2aid 5u(toer-2ro7ra Sale( Grder !or
additional !rei76t a((ociated &it6 a HS1-2ro7ra order &ill not cau(e t6e HS1 order to be 6eld bac.$
3...As #uilt...4
all orders are created as Standard Orders and the #75s credit limit is set to BC.C1.
There are a number o+ reasons +or this but the main one is that i+ the customer has
1say2 a B( credit on their account either due to payment error or because o+ a
mar!eting credit +or 1say2 >introducing a +riend? -e -ant to be able to as! +or a
payment amount di++erent than the order value.
(." AS1 Invoicing
0nvoice( &ill be 7enerated to HS1 !or eac6 D(aleE in t6e !ollo&in7 anner$
E#a2le:
AS1 Sales Order 1"$( to Consumer )ary
-lue %id7et 1t4 1 value M2@$00
Hreen %id7et 1t4 1 value M30$00
3eliver4 O !ree deliver4 nuber 2 O value Nero
Grder Total total B((.CC
AS1 Invoice "$(,. to debtor >AS1 6o account?
-lue %id7et 1t4 1 value M2@$00 account DRevenueE
-lue %id7et 1t4 1 value 9M2@$00: account DHS1 Su(2en(eE
Hreen %id7et 1t4 1 value M30$00 account DRevenueE
Hreen %id7et 1t4 1 value 9M30$00: account DHS1 Su(2en(eE
3eliver4 O !ree deliver4 nuber 2 value Nero
HST 0nvoice Total total BC.CC
9t6ere i( no HST becau(e t6i( HS1 cu(toer account i( !la77ed a( ta# e#e2t and t6e total i( Nero an4&a4:

7 2.1. 'da2a 3t/ 4td 3a%e 2! o& ,4
(.$ AST Treatment
-ecau(e t6e invoice total value i( Nero) no 'R tran(action &ill be created 6o&ever line( 2 and 4 &ill create
debit( in t6e Heneral Led7er account called DHS1 Su(2en(eE &6ic6 &ill (6o& t6e aount t6at 5u(toer i(
ultiatel4 entitled to recover !ro HS1 in addition to an4 (ervice !ee($
T6e aount actuall4 invoiced to HS1 a( +unding +or the -or! done under t6e HS1 2ro7ra &ill be (ub;ect to
HST$ ' anual reconciliation &ill be re1uired to en(ure t6at t6e 5o2an4 6a( ultiatel4 invoiced t6e correct
aount !or t6e 4ear to HS1$
(.( AS1 Statements
Eac6 1uarter) (tateent( &ill be created and (ent to HS1 5on(uer( (6o&in7 t6eir entitleent under t6e HS1
2ro7ra) t6e 2roduct( (u22lied) t6eir co(t and t6e balance reainin7 to7et6er &it6 t6e nuber o! !ree
deliverie( reainin7$
(., AS1 Application %orms
HS1 a22lication !or( are received b4 t6e 5o2an4 !or 2roce((in7 b4 ail and !a#$ T6e data u(t be ca2tured
!or re2ortin7 and i! t6e a22lication i( a22roved a ne& HS1 account u(t be created$ T6i( a4 involve creatin7
a ne& bu(ine(( 2artner or identi!4in7 an e#i(tin7 one) addin7 contact( and location( and recordin7 t6e HS1
entitleent aount$
5urrentl4 t6i( data i( entered b4 con(ultant( &6o u(t anuall4 create an account and u2date all nece((ar4
in!oration u(in7 a 2roce(( t6at i( ba(ed on an old ver(ion o! t6e a22lication !or$ Re(2on(e( are (tored a(
Dattribute(E a.in7 re2ortin7 ore di!!icult$ 'da#a (u77e(t( a t6at a ne& table be created !or ca2turin7 all t6e
detail( contained &it6in t6e a22lication !or 9in all it( an4 ver(ion(:$ 3ata &ill be entered into t6e table
t6rou76 &indo&( con!i7ured to atc6 t6e order o! 1ue(tion( in t6e 2rinted a22lication ver(ion and
autoaticall4 8un-di(2la48 1ue(tion( 3) 4 and @ i! t6e an(&er to 9(a4: A2 i( 8LES8 and t6e !or (a4( 7o to A6 i!
A2 i( DLE$ T6i( &ill enable !a(ter data entr4 and &ill reduce error($
Eac6 '22lication For &ill t6en be a((i7ned a (tatu( 9e$7$ a&aitin7 !urt6er in!oration) letter (ent) a22roved)
etc$: and &or.!lo& 2roce((e( could be invo.ed to en(ure t6at t6e a22lication i( 2roce((ed in a tiel4 !a(6ion
9'3:$
Gnce t6e a22lication 6a( been a22roved) a ne& 2roce(( &ould be run to autoaticall4 create a -= record 9i!
re1uired: &it6 t6e re1uired contact() location( and entitleent( &it6out !urt6er intervention 955:$ 0! t6e
account or contact( can be identi!ied a( alread4 e#i(tin7 &6en t6e !or i( entered) t6o(e e#i(tin7 record( &ill
be u2dated in(tead$
T6e total entitleent aount &ill be 2o2ulated !ro t6e (c6edule containin7 t6e (ub(id4 value( accordin7 to
t6e date t6e 5on(uer ;oined$

7 2.1. 'da2a 3t/ 4td 3a%e 26 o& ,4
D6ote8 A similar process -ill be re'uired +or AS applications and 7rescriptions 1CC2E
(.. AS1 Order &ules
T6ere i( no iniu order value on HS1 order($ Frei76t i( !ree !or t6e !ir(t !our order($ 0! a cu(toer order
e#ceed( t6eir entitleent o! !ree deliverie() t6e 5o2an4 i( 2eritted to rai(e an order !or t6e !rei76t c6ar7e
be (ent directl4 to t6e cu(toer$ T6i( &ill be autoaticall4 created u2on co2letion o! an order$ T6e G2erator
a4 need (oe .ind o! &arnin7 to 2o2 u2 (o t6at (6eB6e .no&( &6at t6e value &ill be be!ore t6e order i(
co2leted$
T6ere i( no !laable !rei76t (urc6ar7e on HS1 order($
*GTE: ' !rei76t line &ill be added autoaticall4 to ever4 order and t6e 2rice &ill coe !ro t6e 2rice li(t
a((ociated &it6 t6e order$

7 2.1. 'da2a 3t/ 4td 3a%e 27 o& ,4
(.0 Aovernment Scheme 7rogram 1AS2
T6e DHovernent Sc6ee 2 2ro7raE 9HS2: i( a 2ro7ra &6ere 7ood( are (u22lied to con(uer( at no co(t
2rovided t6e4 are on an a22roved edical 2re(cri2tion and eet certain tieB1uantit4 liit( o! t6e (c6ee$
HS2 2rovide( a ec6ani( !or electronicall4 billin7 t6e HS2 7overnent de2artent !or t6e 2roduct( (u22lied
under t6e (c6ee 9HS2 =a4ent Hate&a4:$ *oral coercial invoice( are 7enerated to HS2 !or eac6
deliver4 ade to a HS2 client$ T6e invoice u(t (6o& t6e HS2 client8( account code and 2o((ibl4 an e#tra code
&6ere an increa(ed entitleent 6a( been aut6ori(ed b4 HS2$ >ML docuent( need to be 7enerated and
u2loaded to t6e HS2 &eb(ite !or validation) 2roce((in7 and 2a4ent$
(.F Contracts
' HS2 contract de!ine( &6at 2roduct( can be (u22lied b4 t6e 5o2an4 to t6e 5on(uer( under t6e HS2
2ro7ra) &6at t6eir corre(2ondin7 HS2 0te code i( and t6e 2rice t6at &ill be 2aid b4 HS2 to t6e 5o2an4$
' valid contract re!erence u(t be u2loaded to t6e HS2 =a4ent Hate&a4 (4(te be!ore an4 invoice( can be
2roce((ed$
0n '3e2iere t6e HS2 0te code &ill be (tored a7ain(t eac6 2roduct and t6e HS2 2ro7ra 2rice li(t &ill control
&6ic6 2roduct( are available$
(.1C Direct Order %orm G )edical 7roducts 7rescriptions
T6e 8'ut6ori(ed Grder For8 i( in t&o lo7ical 2art( 9on a (in7le 2a7e:) t6e to2 2art detail( t6e =re(criber) t6e
=re(criber 1uali!ication() t6e =atient and t6eir detail( and variou( ot6er 2iece( o! in!oration about t6e 2atient)
and t6e (tart date and end date o! t6e 'ut6ori(ed Grder For$ T6e (econd 2art identi!ie( t6e individual ite(
t6at HS2 6a( aut6ori(ed to be (u22lied to t6e con(uer$
'da#a under(tand( t6at t6e (tart-date and end-date rule( !or a 2re(cri2tion are a( !ollo&(: t6e 2re(cri2tion 6a(
a noinal li!e o! t&o 4ear( &6ic6 coence( on t6e date o! t6e !ir(t dra& do&n o! 2roduct under t6e (c6ee
9&6ic6 &e &ont .no& at t6e tie o! enterin7 t6e 2re(cri2tion !or in t6e (4(te: and la(t( !or a noinal
2eriod o! t&o 4ear( alt6ou76 it i( 2o((ible !or t6e 5o2an4 to continue (u22l4in7 2roduct a!ter t6e t&o 4ear
liit 2rovided t6at t6e o2erator alert( t6e 2atient to t6e need to 7et t6eir 2re(cri2tion u2dated$
T6e above ite( o! in!oration &ill be ca2tured in a ne& !or in t6e (ae &a4 a( i( de(cribed earlier !or HS1
con(uer( 9alt6ou76 a22arentl4 onl4 !or a (in7le !or la4out: 3CC4$
0n!oration about eac6 2re(cri2tion &ill be (tored in t&o ne& lin.ed table(: HS2 =re(cri2tion ?eader and HS2
=re(cri2tion Line$

7 2.1. 'da2a 3t/ 4td 3a%e 2) o& ,4
(.11 AS 7rescriptions
T6e HS2 =re(cri2tion( table &ill (tore t6e identi!ier !or t6e 2atient) t6e identi!ier !or t6e =re(cri2tion 9and 6ence
it( aut6ori(er) etc$: and t6e individual ite( in eac6 DHS2 0te *oE 2roduct cla(($ T6ere &ill al(o be (tart-date(
and end-date( in6erited !ro t6e =re(cri2tion$
(.1 AS Item 6umber
Eac6 2roduct t6at can be (u22lied under t6e HS2 2ro7ra i( identi!ied in a table t6at li(t( t6e HS2 0te
*uber 9e!!ectivel4 a =roduct 5ate7or4 conce2t:) t6e =roduct 5ode) t6e Su22lier 0te *uber) t6e =roduct
naeBde(cri2tion and <GM$ T6e(e value( &ill be (tored in additional !ield( 9&6ere re1uired: to t6e (tandard
=roduct table in '3e2iere$
(.1" AS 7roducts Schedule
T6i( Sc6edule contain( t6e 8rule(8 about t6e 1uantit4 o! 2roduct t6at can be (u22lied over tie to a HS2
2atient$ ' table containin7 t6e(e rule( &ill be created and eac6 Sale( Grder entered into t6e (4(te b4 an
G2erator &ill be autoaticall4 co2ared to t6e entitleent9(: t6at e#i(t !or t6e 2atient to (ee &6et6er a
2articular order i( &it6in t6e rule( o! t6e (c6ee$
0n evaluatin7 t6e rule( t6e (4(te need( to under(tand:
t6ere &ill be a 2riar4 2re(cri2tion !or t6e 2atient
t6ere a4 be additional 2re(cri2tion( !or t6e 2atient
t6ere a4 be a (2eci!ic aut6ori(ation !or an increa(ed allocation 7iven b4 HS2 9(ee ne#t (ection:$ 'n
e#a2le o! a rea(on t6at t6i( a4 occur i( t6at t6e D(c6eduleE (et( a ont6l4 liit on t6e 1uantit4 o! 2roduct >
t6at can be (u22lied a( 9(a4: 96 but t6e (tandard 2ac. (iNe !or t6i( 2roduct i( 100 and !or 647iene rea(on( t6e
2ac. cannot be bro.en into (aller 1uantitie($
(.1$ AS >Extra Approval &e'uest %orm?
Soe HS2 reci2ient( re1uire deliverie( t6at are out(ide t6e ba(ic HS2 rule boo.$ ' 2roce(( e#i(t( !or (uc6
t6in7( to be aut6ori(ed$
3snip4
T6e(e a22roval nuber( need to be recorded on Sale( Grder( and Sale( 0nvoice( and u(t be u2loaded to HS2
=a4ent Hate&a4 to allo& 2a4ent$ 3CC4

7 2.1. 'da2a 3t/ 4td 3a%e 2, o& ,4
(.1( AS Orders
*o iniu order value$ Frei76t c6ar7ed at M* de2endin7 on deliver4 location$ *o !laable !rei76t
(urc6ar7e$
3...As #uilt...4
9ate Change8 The AS rules +or ordering -ere added to the system as an automated
process in Sales Order creation. Hhen a call is ans-ered in the call centre and a ne-
AS order is created@ the operator is able to clic! on a >create order? button. The
system -ill then consider the items on the customer5s multiple prescriptions@ the
pension status@ the 'ty o+ each product supplied to the customer in the previous t-o
years@ the 5'uantityIallo-ed5 rules +or each product over time and -ill then +ill in the
maximum allo-able order 'uantities +or each product on the prescriptions in
accordance -ith the AS rules. The call centre operator can then reduce the
'uantities@ particularly +or bul!y items -here the customer can not store the -hole
'uantity they are presently entitled to@ clic! a button and the system creates the sales
order lines. A %reight line is automatically added in accordance -ith the AS rules +or
+reight.
(.1, AS 7ayment Aate-ay
T6e HS2 Hovernent 3e2artent 2rovide( !or online invoicin7 o! HS2 related order( b4 (u22lier( t6rou76 it(
DHS2=a4entHate&a4E (o!t&are$ 0t re1uire( t6e 2roduction o! >ML !ile( in a (2eci!ied !orat t6at are t6en
u2loaded to t6eir &eb(ite !or 2roce((in7$ T6i( i( currentl4 ac6ieved t6rou76 cu(to (o!t&are t6at cobine(
data 2ulled !ro t6e e#i(tin7 accountin7 (4(te to7et6er &it6 data and con!i7uration in!oration (tored in an
SAL Server databa(e to 2roduce t6e re1ui(ite >ML !ile($ Gcca(ionall4 t6e 7enerated !ile( are re;ected b4 DHS2
=a4ent Hate&a4E !or (i2le data validation !ailure( 9e$7$ too an4 decial 2lace( in a 2rice:) in &6ic6 ca(e
t6e4 are anuall4 edited and re(ubitted$
3snip4

7 2.1. 'da2a 3t/ 4td 3a%e 3. o& ,4
3...As #uilt...4
Custom ADempiere programs to create the J)9 +ile in the speci+ied +ormat exporting
invoices 1AS Invoices Export2 and ne- price lists 1AS Contract 7rices Export to
J)92
(.1. AS 7ayment Aate-ay Invoice Accounting
' (in7le invoice !or eac6 HS2 related deliver4 &ill be created &it6 HS2 a( t6e invoice-to-2art4$
'!ter t6e (ucce((!ul u2load o! a HS2 =a4ent Hate&a4 2a4ent re1ue(t a 2a4ent &ill ultiatel4 be received
to7et6er &it6 a $2d! li(tin7 t6e invoice( bein7 2aid$ 'n e#i(tin7 2ro7ra &ill convert t6e $2d! to te#t !ro &6ic6
a li(t o! t6e 2aid invoice nuber( and aount( &ill be con(tructed 9t6i( i( a((ued to occur no& and no
!unctionalit4 i( (u77e(ted b4 'da#a related to t6i( 2roce((:$ '3e2iere 2rovide( t6e ca2abilit4 to i2ort
=a4ent( and a((ociate t6e &it6 t6e invoice bein7 2aid$ T6i( 2roce(( &ill autoaticall4 cau(e t6e 2aid
invoice( to be cleared !ro t6e 'R Led7er$
3snip4
(.10 Consumer Type 7rograms
T6e 5o2an48( cu(toer account( a4 al(o be (2lit into di!!erent 2ro7ra( &it6 2otentiall4 di!!erent rule( 9e$7$
D5oercialE) D-ill toE) DHeneralE:$ T6e(e a4 be ana7ed in a (iilar anner to t6e HS1BHS2 2ro7ra($
'ttribute( o! t6e 2ro7ra( could include: iniu order value) &6et6er individual( order on t6eir o&n be6al!)
&6o (6ould 2a4) &6et6er !rei76t &ill be !i#ed or calculated on &ei76tBvolue etc$
3snip4
' 2roduct can 2re(entl4 onl4 a22ear on a =rice Li(t once$ ' odi!ication i( (u77e(ted (o t6at t6e 2rice li(t
(tore( a value !or eac6 =roductB<GM cobination$ T6i( (6ould (i2li!4 invoicin7 o! a 2roduct at t6e
5artonB-o#BSin7le =ac.et at a (e2arate 2rice &it6out re1uirin7 ulti2le 2roduct record( or co2le# calculation(
ba(ed on 1uantit4 brea.($ T6i( i( a !airl4 (i7ni!icant c6an7e in (tandard !unctionalit4$ 955:

7 2.1. 'da2a 3t/ 4td 3a%e 31 o& ,4
6#8 this is in the 3...As #uilt...4
3snip4

7 2.1. 'da2a 3t/ 4td 3a%e 32 o& ,4
, Call Centre Operations
,.1 Call &ecording and )anagement
-u(ine(( i( tran(acted t6rou76 t6e 5all 5entre (o it i( vitall4 i2ortant t6at t6e '3e2iere i2leentation
(6ould be (uitable !or u(e b4 t6e con(ultant( &6o o2erate t6e call centre$ 3snip4
T6e co2le#it4 o! t6e 2re(ent (4(te undoubtedl4 re1uire( t6at t6e 5all 5entre (ta!! 96erea!ter Dcon(ultant(E:
receive e#ten(ive trainin7$ 3snip4$
%6ile '3e2iere i( not de(i7ned a( a call centre a22lication) it can be con!i7ured and odi!ied to 2rovide an
e!!ective inter!ace !or con(ultant( t6at dra&( to7et6er all t6e in!oration t6e4 re1uire to ana7e a cu(toer
call in a (in7le 2lace or at t6e ver4 lea(t allo&( ri76t-clic. !unction( to ta.e t6e directl4 to an4 !ield( or (creen(
t6at are not iediatel4 available$ 3urin7 t6e re1uireent( 7at6erin7 26a(e 'da#a (2ent a (i7ni!icant aount
o! tie &it6 t6e 5all 5entre dele7ate di(2la4in7 t6e 2ro2o(ed c6an7e( and obtainin7 con!iration t6at t6e
c6an7e( &ould be (uitable$ Ma4 &e a7ain (tre(( t6at &e believe t6at t6e ne& (4(te &ill onl4 (ucceed i! t6e
con(ultant( are able to a.e e!!ective u(e o! t6e (4(te and t6e inter!ace it 2rovide( to t6e con(ultant( and
re1ue(t t6at t6e 2ro2o(ed c6an7e( be !urt6er validated b4 t6e dele7ate$
,. The Call Hindo-
<(in7 t6e (tandard '3e2iere tabbed &indo& inter!ace 'da#a &ill create a 5all 5entre (2eci!ic (creen !or
con(ultant( to identi!4 t6e 2art4 to &6o t6e4 are tal.in7 and to enter and vie& data related to t6eir current
call$ T6i( 6a( t6e advanta7e o! enablin7 t6e ca2ture e#tra in!oration about call( and i2leent additional
2rivac4 validation t6at &ould not be available u(in7 t6e de!ault '3e2iere order entr4 2roce(($
T6e 2ro2o(ed 5all %indo& &ill loo. (iilar to t6e !ollo&in7 oc.-u2$
3snipped G see >as built? belo-4
<2on recei2t o! a ne& 5all) t6e con(ultant &ill create a ne& D5allE record &6ic6 &ill autoaticall4 record t6e
(tart tie$ 'da#a 6a( di(2la4ed a D5all T42eE !ield &6ic6 can be u(ed to 2rovide !or cate7ori(ation 9and di(2la4
di!!erent in!oration ba(ed u2on t6e call t42e (elected:$
%6en t6e 5all 6a( been co2leted t6e con(ultant &ill 2re(( t6e DEnd 5allE button &6ic6 &ill record t6e end
tie o! t6e 5all) and could be u(ed to di(2la4 a !or !or enterin7 *ote( about t6e 5all$

7 2.1. 'da2a 3t/ 4td 3a%e 33 o& ,4
,." Searching +or a contact
Gn recei2t o! a call t6e con(ultant u(t be able to identi!4 t6e contact &it6in t6e (4(te !ro t6e !ollo&in7
in!oration:
Fir(t) iddle) la(t nae and alia( 9.no&n a(:$
HS1 nuber) HS2 nuber) 5u(toer account code $
3ate o! birt6
Hender
'ddre(( or 2art t6ereo!
' 5ontact (earc6 can be initiated !ro t6e 5ontact !ield (6o&n in t6e illu(tration) &6ic6 &ill cau(e t6e -=
Searc6 !or to be di(2la4ed$ -elo& i( (6o&n t6e (tandard '3e2iere 5ontact (earc6$
T6i( &ill be en6anced to add all t6e additional (earc6 !ield( re1uired to t6e !ilter( (6o&n alon7 t6e to2 o! t6e
!or 3CC4$ '( &it6 -= (earc6e() 'da#a &ill add Meta26one (earc6 ca2abilitie( to t6e nae t42e !ield( to
allo& 26onetic atc6e( to be located$
T6e con(ultant need( to t6en veri!4 t6e caller8( identit4 a7ain(t variou( detail(:

7 2.1. 'da2a 3t/ 4td 3a%e 34 o& ,4
0llu(tration 1: Standard contact (earc6
3ate o! birt6
'ddre((B=o(tcode
Tele26one nuber
=0* veri!ication
T6i( in!oration i( available in t6e (earc6 !or) but it &ill al(o be di(2la4ed on t6e D5allE tab once a contact 6a(
been (elected and t6e record (aved$
3...As #uilt...4
proposed amendment not yet implemented. The Company uses the Asteris!
s-itchboard. ADempiere has been modi+ied so that -hen the call is trans+erred to the
Call Centre Operator the customers 5phone number -ill be 'ueried in the ADK;ser
table and i+ recognisable a ne- call record -ill be created -ith the customer
in+ormation preI+illed +or the operator. The 7rogram:Activity -ill also be preI+illed by
loo!ing up the s-itchboard number that -as dialled. Each number is associated -ith
a speci+ic program4.
,.$ The Call &ecord
Eac6 call &ill 7enerate a 5all record a( detailed belo&$ T6e creation o! t6e record &ill (et it8( (tart tie and t6e
action o! enterin7 and (avin7 a note about t6e 2ur2o(e and outcoe o! t6e call &ill !la7 t6e end tie o! t6e
call$ T6ere are con(traint( on our abilit4 to control t6e u(er interaction &it6 (tandard &indo& 6andlin7
!unctionalit4$ T6e(e liitation( are di(cu((ed at t6e end o! t6i( c6a2ter under t6e 6eadin7 D5on(traint( on
'bilit4 to 'nal4(e 5all(E$

7 2.1. 'da2a 3t/ 4td 3a%e 3! o& ,4
' contact a4 6ave 2eri((ion to create order( !or ulti2le -u(ine(( =artner( 9cu(toer(B con(uer(:$ For
eac6 -u(ine(( =artner t6e4 a4 be able to rai(e an order under eit6er a 7overnent !undin7 arran7eent or
t6rou76 5u(toer 3irect$
,.( 7rivacy Issue
Su22ortin7 t6i( arran7eent &it6 t6e nece((ar4 2rivac4 control( &ill re1uire a (i7ni!icant code c6an7e alon7
t6e !ollo&in7 line( 955:$
T6e (tructure conte2lated i( a( !ollo&(:
5on(uer(: =aul and Steven
Steven i( re7i(tered !or HS2 200/-09 and 5on(uer
=aul i( re7i(tered !or HS1 200/-09 and 5on(uer
5ontact: *ur(e Mar4 2rovide( care to bot6 5on(uer(
*ur(e Mar4 i( aut6ori(ed to .no& about and 2lace order( !or Steven in re(2ect to HS1 but i(
not aut6ori(ed to .no& about or 2lace order( !or Steven a( a 5on(uer
*ur(e Mar4 i( aut6ori(ed to .no& about and 2lace order( !or =aul in re(2ect to HS1 and a( a
5on(uer$

7 2.1. 'da2a 3t/ 4td 3a%e 36 o& ,4
0! *ur(e Mar4 rin7( t6e 5all 5entre t6e -u(ine(( =artner !ield on t6e (creen &ill be !iltered to di(2la4 onl4 =aul
and Steven$ 0! t6ere i( onl4 one -u(ine(( =artner related to a 5ontact it &ill be de!aulted into t6e !ield &6en t6e
5ontact i( (elected$
Gnce *ur(e Mar4 identi!ie( t6at (6e i( rin7in7 on be6al! o! Steven t6en t6e =ro7ra !ield &ill be !iltered to
di(2la4 t6e =ro7ra( under &6ic6 Steven 6a( available entitleent($ 0n t6i( ca(e it i( HS1 200/-9$ T6e =ro7ra
!ield &ill de!ault to a value ba(ed on t6e available entitleent() &it6 HS1 2re!erred) !ollo&ed b4 HS2) and !inall4
5on(uer) on t6e a((u2tion t6at cu(toer( &ill 2re!er to (2end t6e 7overnent8( one4 be!ore t6eir o&n$
To avoid 6avin7 to add a ne& 5ontactB=ro7ra record !or eac6 =ro7ra 9i$e$ one 2er 4ear: t6e 5ontact 9*ur(e
Mar4: &ill be (6o&n a( 6avin7 2eri((ion( relatin7 to a 2articular =ro7ra T42e !or eac6 -= rat6er t6an a
(2eci!ic =ro7ra a( t6e (4(te &ill .no& &6ic6 2ro7ra( relate to eac6 2ro7ra t42e$ ' (tart date and end
date control &ill al(o be a22lied 3CC4$
,., &aising a Sales Order
Gnce t6e bu(ine(( 2artner 6a( been (elected and t6e record (aved) t6e con(ultant &ill be able to 2roceed to
t6e (econd DGrderE tab$
T6e -u(ine(( =artner and =ro7ra (elected in t6e !ir(t D5allE tab &ill be autoaticall4 entered into t6e order
and t6e 2rice li(t a((ociated &it6 t6e order &ill t6en de!ault !ro t6e 2rice li(t o! t6e (elected 2ro7ra ba(ed
on t6e date o! t6e Sale( Grder 3AD4$
T6e 0nvoice-To -u(ine(( =artner on t6e order &ill autoaticall4 u2date to t6e bill-to -u(ine(( =artner o! t6e
(elected 2ro7raBactivit4 i! a22licable$ For cu(toer( &it6 a D-ill ToE t42e relation(6i2 to anot6er -u(ine((
=artner t6at i( not 86ard-&ired8 into t6e =ro7ra record) t6e con(ultant &ill 6ave to (elect &6et6er to invoice
directl4 to t6e cu(toer or to t6e related 2a4in7 -u(ine(( =artner$

7 2.1. 'da2a 3t/ 4td 3a%e 37 o& ,4
T6e con(ultant need( to .no& t6e available !und( !or t6e cu(toer:
0! a HS1 order:
Entitleent reainin7
Free deliverie( reainin7
=endin7 return( 9!und( and !ree deliverie(:
0! a HS2 order di(2la4 valid 2re(cri2tion(
<...As Built...> - and create an order what they are currently entitled
to order based on prescriptions and previous sales orders).
0! an 5on(uer order di(2la4 debtor account balance 9and an4 2endin7 return(:$
95urrentl4 (6o&n in t6e oc. u2 are t&o o! t6e !ield( relatin7 to a HS1 order) t6e HS1 balance and HS1
deliverie( reainin7$: T6e ot6er !ield( &ill be added and onl4 di(2la4ed &6en on order( !or t6e a22ro2riate
=ro7ra t42e( 3AD4$ 0t i( under(tood t6at t6e order D3ate =roi(edE &ill be u(ed to deterine t6e validit4 o!
a =ro7ra in relation to a 2articular order) t6ou76 t6i( reain( to be !inali(ed$

7 2.1. 'da2a 3t/ 4td 3a%e 3) o& ,4
0llu(tration 2: Moc. u2 o! Grder entr4
T6e con(ultant (6ould be able to alter t6e deliver4 addre(( !or t6e order u(in7 a D1uic.-addE !or available
!ro t6e 8ri76t-clic.8 conte#t enu 3CC4$ T6i( (6ould add an e#tra deliver4 addre(( to t6e -= record rat6er
t6an u2datin7 t6e e#i(tin7 addre(() a( 2reviou( deliverie( a4 6ave alread4 been di(2atc6ed to t6e old
addre(($ Siilarl4) a D1uic. addE !or !or 5ontact( &ill be re1uired$ T6e(e &ill e#tend u2on e#i(tin7
!unctionalit4 t6at allo&( odi!ication to t6e currentl4 (elected 5ontact and 'ddre(( 955:$
' dro2-do&n bo# !or deliver4 o2tion( &ill be added &it6 a value t6at &ill de!ault !ro t6e bu(ine(( 2artner
record 3AD4$ T6i( &ill be a re!erence li(t &it6 value( includin7: Ddo not cardE) Dleave at !ront doorE) Dleave at
bac. doorE$ 0t &ill be di(2la4ed in t6e D3eliver4E area o! t6e order 6eader$
T6ere &ill al(o be a !la7 !or D3i(creet &ra22in7E &it6 t6e value de!aultin7 !ro t6e -= record 9'3:$
T6e order (ale( re2re(entative !ield &ill be de!aulted to t6e currentl4 lo77ed on u(erBcon(ultant$
,.. 6otes and Harnings
Gn (electin7 a bu(ine(( 2artner or a 2roduct a &arnin7 2o2-u2 dialo7ue (6ould be di(2la4ed i! one e#i(t($
T6e(e can be u(ed to di(2la4 (2ecial in(truction( to t6e con(ultant$ T6e 8%arnin7(8 &ill be a (2ecial t42e o!
8*ote8 t6at can be added b4 an4 o2erator and &ill a22ear in a 8*ote(8 tab at t6e botto o! t6e Sale( Grder tab($
T6e *ote &ill a22ear a( a %arnin7 9i$e$ auto 2o2-u2: i! t6e value D0( %arnin7E i( (et to DLESE b4 an aut6ori(ed
2er(on$

7 2.1. 'da2a 3t/ 4td 3a%e 3, o& ,4
Illustration "8 Example o+ a -arning that pops up -hen a particular #7 is selected.
T6e %arnin7( table &ill 6ave colun( !or -=) =ro7ra T42e) =roduct etc$ and &6et6er a %arnin7 i( di(2la4ed
in a 2articular circu(tance &ill be controlled b4 DandE lo7ic$ For e#a2le a &arnin7 about *ur(e Mar4 and HS1
&ill not 2o2 u2 unle(( t6e record bein7 &or.ed on contain( bot6 2ro2ertie($ T6i( i( intended to control t6e
82o22in7-u28 o! con!idential in!oration t6at did not need to be di(2la4ed in t6e current conte#t$
*on-&arnin7 note( &ill be u(ed b4 t6e con(ultant( to record (i2le te#t e((a7e( about eac6 call$ 5urrentl4
t6e4 are u(ed to narrate t6e detail( o! eac6 conver(ation and record action( t6at 6ave been ta.en$ 3snip4
*ote( could be a((ociated &it6 a bu(ine(( 2artner) a 2roduct andBor a 2ro7ra$ %6en acce((ed !ro &it6in a
(ale( order onl4 t6o(e note( relevant to t6e 2artner '*3 2ro7ra (6ould be di(2la4ed$ %6en acce((ed !ro
t6e bu(ine(( 2artner all &ould be di(2la4ed$
,.0 &ecent 7urchases
0n t6e order entr4 (creen a tab &ill be di(2la4ed (6o&in7 a co2lete 6i(tor4 o! t6e cu(toer8( 2urc6a(e( &it6
t6e 5o2an4) ordered !ro t6e o(t recent to t6e olde(t 3AD4$
,.F 7roduct availability
5urrentl4 t6e con(ultant( are able to (ee) a( t6e4 2lace t6e order) &6et6er a 7iven 2roduct i( 7oin7 to re1uire a
bac. order$ %e can di(2la4 Auantit4 'vailable !or a 7iven 2roduct a( an additional !ield on t6e order line tab)
and di(2la4 a calculated value !or t6e re(ultin7 bac. order 1uantit4 3AD4$

7 2.1. 'da2a 3t/ 4td 3a%e 4. o& ,4
0llu(tration 4: Moc. u2 o! (ale( order entr4 (6o&in7 6i(tor4 tab
,.1C &elated and Substitute 7roducts
5on(ultant( (6ould be ade a&are o! related 2roduct( !or cro((-(ellin7 and (ub(titute 2roduct( in t6e event
t6at a 2roduct i( unavailable$ T6e(e could be added to t6e ri76t-clic. enu on t6e 2roduct (earc6 !ield 3CC4$
' %arnin7 a4 direct t6e o2erator to cro(( (ell a( re1uired$
,.11 7ayment )ethods
%6ere 2o((ible) online 2roce((in7 o! 2a4ent( (6ould be 2rovided t6rou76 an e#ten(ion to t6e built in
'3e2iere !unctionalit4$ 3snip4
3...As #uilt...4 amount o+ payment re'uested automatically ad*usted +or any credit or
debit balance on the customers account 1not in uploaded code2.
,.1 %reight charges and Automatic %reight Calculation
Volue and &ei76t in!oration recorded in t6e =roduct table i( alread4 u(ed b4 '3e2iere to co2ute a total
volue and &ei76t !or an order &6en it i( co2leted$ %e &ill add a 2roce(( t6at u(e( t6i( in!oration to 7ive
an e(tiate o! t6e !rei76t c6ar7e( ba(ed on t6e !rei76t (c6edule 2rovided b4 5u(toer 3CC4$ T6i( e(tiate
&ill t6en be (tored on t6e order record in a cu(to !ield 3AD4$
0! a !laableB6aNardou( 2roduct i( included in t6e order) de2endin7 on t6e rule( o! t6e (elected =ro7ra) a
!rei76t (urc6ar7e a4 be a22lied 3CC4$
Frei76t c6ar7e( &ill be treated a( non-(toc.ed 2roduct( and autoaticall4 added to order( a( additional line()
allo&in7 !ull control o! 2ricin7 and ta# 6andlin7$ ' 6aNardou( 2roduct &ill autoaticall4 tri77er t6e creation o!
t6e additional order line !or t6e !rei76t c6ar7e i! it i( a22licable 3CC4$
3...As #uilt...4 +reight amount is calculated by a %reight Calculation module.
The module automatically calculates +reight based on the Shipper used@ the source and
destination@ the number and -eight o+ cartons and -hether there is a +uel surcharge in
operation. Columns -ere also added to the 7roduct to allo- additional -eight
in+ormation to +orce an extra cost +or di++icult to pac! items. The product is also
+lagged to indicate -hether it comes +rom bul! store or >pic! many items and box
together5.
The data structures to support the ne- module are as displayed belo-.

7 2.1. 'da2a 3t/ 4td 3a%e 41 o& ,4
3...As #uilt...4 The Shipper &ecord
3...As #uilt...4 The regions de+ined by that Shipper

7 2.1. 'da2a 3t/ 4td 3a%e 42 o& ,4
3...As #uilt...4 The 7ostcodes that +all in each &egion +or that Shipper
3...As #uilt...4 The costing matrix +or the Shipper +or each o+ the Shipper5s &egions
1le+t screen part2

7 2.1. 'da2a 3t/ 4td 3a%e 43 o& ,4
3...As #uilt...4 The costing matrix +or the Shipper +or each o+ the Shipper5s &egions
1right screen part2
3...As #uilt...4 Extra Columns stored on 7roduct to be used +or %reight Calculation
1note that this +unctionality is 6OT in the uploaded version but -ill be separately committed2
,.1" Order Cancellation
-e!ore an order can be cancelled) a rea(on !or cancellation u(t be (u22lied !ro a dro2 do&n li(t &6ic6
include(:
*ot due !or (u22l4
=roduct not re1uired
Veteran out o! (tate
%ron7 account invoiced
*o 2a4ent received
3u2licate order
5on(ultant error
=re(criber re1ue(t
5lient re1ue(t
Hood( on -BGrder
S2ecial ite unable to return

7 2.1. 'da2a 3t/ 4td 3a%e 44 o& ,4
R' not re1uired
*ot an R' O 3e(2atc6 error
5lient decea(ed
0neli7ible 3AD4
3...As #uilt...4 Extra processes -ere added to allo- an order to be closed and cancel
any undelivered lines. This -as necessary to manage some 5period closed5 issues that
became apparent -hen operators reIactivated orders to achieve the same outcome
-hich resulted in voided Shipments that -ere >in progress? and already sent to the
"79.
,.1$ &eturns 7rocess
T6e (tandard '3e2iere Return Material 'ut6ori(ation 9RM': 2roce(( &ill be u(ed to 2roce(( return( and trac.
t6e rea(on !or a return$ T6i( involve( creatin7 an RM' t6at lin.( to e#i(tin7 Sale( Grder line( relatin7 to t6e
order t6at i( bein7 returned$ T6i( allo&( t6e u(er to (2eci!4 &6ic6 2roduct( and 1uantitie( are bein7 returned
and !or &6at rea(on$ Gnce t6e RM' i( co2leted 9o2tionall4 re1uirin7 an a22roval 2roce((: a DReturn Material
GrderE can be 7enerated !ro it$ ' aterial recei2t 9o22o(ite o! a cu(toer (6i2ent: i( t6en 2roduced &6en
t6e 7ood( are received bac. in (toc. and a credit note i((ued a( 2er (tandard invoicin7 2roce((e($
3...As #uilt...4 signi+icantly modi+ied due to the complexities o+ returns going to the
"79 -arehouse@ many received -ithout an &)A.
,.1( Orders 7laced by =ealth 7ro+essionals
3snip I no- managed in the -eb store -here a health pro+essional logs in and can
place multiple orders on behal+ o+ the consumers on -hose behal+ the health
pro+essional is authorised to operate.4
,.1, The ALAJ =T)9 Inter+ace +or =ealth 7ro+essionals
Psnip O no lon7er u(ed and re2laced &it6 t6e 3ru2alB<bercart &eb (toreQ

7 2.1. 'da2a 3t/ 4td 3a%e 4! o& ,4
,.1. Constraints on Ability to Analyse Calls
0t (6ould be noted t6at '3e2iere i( not a 5all 5entre ana7eent tool and t6ere are con(traint( on t6e
abilit4 to ca2ture data about call( and 2articularl4 t6e tie (2ent on 2articular processes -ithin calls. For
in(tance) on (oe call() t6e caller &ill &ant to doBdi(cu(( ulti2le atter( and (oe o! t6e(e ta(.( a4 not be
o! a t42e !or &6ic6 &e are creatin7 an ER= record$ 'l(o (oe 2eo2le call to 2lace order( !or ulti2le
5on(uer($ %e &ill undoubtedl4 !ind liitation( on our abilit4 to anal4(e call( !or t6e above rea(on($
0t a4 be &ort6&6ile to create a 8call nuber idE !or eac6 5all record t6at i( created and to add t6i( value to
eac6 (ale( order t6at i( created durin7 t6e call$
,.10 The AsI#uilt Call Centre %unctionalityIAs #uilt
The +inal >Call Hindo-? has the ability to display a set o+ tabs -hich are relevant to
the >Call Action?. %or example i+ the Call Action is 5Create a Sales Order5 then the tabs
displayed to the call centre consultant -ill be those that enable the entry o+ an order.
I+ the Call Action is Change o+ Address then the appropriate tab1s2 -ill displayed -hich
enable the change o+ address. Examples are sho-n belo-.
Call Tab -ith tabs displayed -hen Call Action is >Chec! Entitlements?
P$$$'( -uilt$$$Q 5all Tab &it6 tab( di(2la4ed &6en 5all 'ction i( DHeneral En1uir4E

7 2.1. 'da2a 3t/ 4td 3a%e 46 o& ,4
3...As #uilt...4 Call Tab -ith tabs displayed -hen Call Action is >9in! Contact to #7?
Dnote that the system is modi+ied so that Contacts are no longer 5o-ned5 by #75s G it is
no- manyItoImanyE
3...As #uilt...4 Call tab to add a ne- Contact +or a #usiness 7artner

7 2.1. 'da2a 3t/ 4td 3a%e 47 o& ,4
3...As #uilt...4 Call Tab -ith tabs displayed -hen Call Action is >6e- Order? 6ote that
a -arning has been displayed -hen this #7 -as selected in the Call tab.

7 2.1. 'da2a 3t/ 4td 3a%e 4) o& ,4
3...As #uilt...4 Call Tab -ith tabs displayed -hen Call Action is >6e- Order?

7 2.1. 'da2a 3t/ 4td 3a%e 4, o& ,4
3...As #uilt...4 Order tab -hen Activity is AS1 G note display o+ B0CC unspent balance
and $ unused +ree shipments 1on second ro-2 Order -ill thro- -arnings i+ this value
is exceeded. The value is decremented by each order line value and remaining balance
sho-n in order line also.

7 2.1. 'da2a 3t/ 4td 3a%e !. o& ,4
3...As #uilt...4 Order -indo- -hen Activity is AS G note button $th +rom bottom on
le+t used to autoIgenerate order lines per program rules.

7 2.1. 'da2a 3t/ 4td 3a%e !1 o& ,4
3...As #uilt...4 Clic! create AS order to evaluate the maximum present entitlement@
vary the 'ty do-n in discussion -ith customer and then populate the order lines and
+reight etc.
3...As #uilt...4
Extra notes
Due to the involvement o+ a third party logistics entity 1"792 there -ere many changes
to the standard ADempiere behaviour. %or example@ a shipment can no- be created
and be >in progress?. T-o days later the "79 sends a con+irming message and the
date on the shipment then needs to be changed. Shipments that involve a "79 need to
be able to be completed even though the accounting period is closed 1etc.2.

7 2.1. 'da2a 3t/ 4td 3a%e !2 o& ,4
. Harehouse Operations
..1 Third 7arty 9ogistics I "79
5urrentl4) t6e 5o2an48( a;or &are6ou(e o2eration( are out(ourced to t6e 3=L and 2ic.in7 and de(2atc6 o!
2roduct i( ac6ieved t6rou76 a 2roce(( o! e#2ortin7 a dail4 batc6 o! order( to a te#t !ile$ T6i( !ile i( !or&arded to
t6e &are6ou(e and 2roce((ed overni76t$ T6i( create( con(iderable latenc4 and a.e( it i2o((ible !or 7ood( to
be (6i22ed on t6e (ae da4 a( ordered$ T6i( i( cau(ed b4 t6e (6ortcoin7( o! t6e 3=L (4(te( rat6er t6an
an4 (6ortcoin7( o! '3e2iere$
T6e i2leentation o2tion( !or &are6ou(e !unction( (ee to be &6oll4 de2endent on 3=L( ca2abilitie( and
ore 2articularl4) c6an7e( t6erein$
T6e !ir(t (ection o! t6i( di(cu((ion e#2lore( t6e 2roce((e( t6at occur at 2re(ent and 6o& '3e2iere can be
i2leented &it6in t6e con(traint( 2re(entl4 i2o(ed b4 dealin7( &it6 3=L$
' later (ection e#2lore( t6e ore 7enerali(ed E30 !unctionalit4 t6at i( available &it6in '3e2iere t6at &ill
6o2e!ull4 be able to be de2lo4ed &6en 3=L are able to receive and 2roce(( t6e(e (tandard docuent
interc6an7e 2roce((e($
.. Interactions -ith "79 G the Current 7osition
3snip4
.." "79 Order %ile
3snip4
..$ "79 Aoods Shipped Con+irmations
3snip4

7 2.1. 'da2a 3t/ 4td 3a%e !3 o& ,4
..( 7urchase Order advice to "79
3snip4
.., "79 7rioritising &eport
3snip4$
... Aoods &eceived Advice +rom "79
3snip4
T6i( !ile &ill need to be de-con(tructed i! it i( to be u(ed a( an in2ut to '3e2iere to con!ir Material Recei2t(
3CC4$
..0 Stoc! variance
3snip4
..F Delivery 6otes
5urrentl4 3=L 2roduce( 8invoice(8 t6at are (ent &it6 t6e 7ood($ '22arentl4 t6i( cau(e( (oe con!u(ion !or
HS1BHS2 order( t6at are not eant to be 2aid !or b4 t6e cu(toer$ 0deall4 3=L (6ould onl4 2rovide a 3eliver4
*ote i! t6e invoice to 2art4 i( di!!erent !ro t6e deliver4 2artner$ %e t6ere!ore need '3e2iere to control t6e
!orat o! docuent( not t6e 3=L$
3...As #uilt...4 -as not possible in the end due to constraints at the "79.
..1C Shipments
T6e a;orit4 o! order( are (ent via a (in7le carrier lin.ed to t6e 3=L$
..11 Shipment dates
T6e 5o2an4 re1uire( ulti2le date( to be trac.ed !or eac6 (6i2ent 9e$7$ date (ent to 3=L) date received)
etc$:$ T6e (tandard '3e2iere (6i2ent record 6old( u2 to (even date( includin7 =ic. 3ate) S6i2 3ate) 3ate

7 2.1. 'da2a 3t/ 4td 3a%e !4 o& ,4
Received) 3ate =rinted) 3ate Grdered and i! re1uired 'da#a can (i2l4 add additional date !ield( 3AD4$ Soe
o! t6e(e date( &ill need to be autoaticall4 u2dated t6rou76 t6e 2roce((e( u(ed to counicate &it6 3=L
3CC4$
..1 Discreet Hrapping
' !la7 &ill be added to t6e Sale( Grder to indicate t6at deliverie( (6ould be di(creetl4 &ra22ed 3AD4$ T6i( &ill
de!ault !ro a (iilar !la7 (tored a7ain(t eac6 -= record and &ill be co2ied onto t6e (6i2ent docuentation
&6ic6 relate( to t6e order (o t6at (6i2ent( &6ic6 re1uire di(creet &ra22in7 are clearl4 identi!iable$
..1" =aMardous goods
' !la7 &ill be added to 2roduct( to indicate &6et6er t6e4 are 6aNardou( andBor !laable$ 0! an order i(
2laced !or (uc6 a 2roduct) a separate shipment u(t be created !or it &it6 6andlin7 in(truction( 2rinted
2roinentl4 on it 3CC4$ ' (urc6ar7e i( a22lied to (uc6 order( i! t6e4 are !or t6e 5u(toer direct$ T6e
(urc6ar7e &ill be 6andled a( a non-(toc.ed 2roduct$
..1$ Drop Shipment
3ro2 9or DdirectE: (6i2ent !ro t6e 5o2an48( (u22lier to t6e cu(toer (6ould be (u22orted &it6 a !la7 on
t6e 2roduct level$ 0! t6at 2roduct i( ordered) t6en &6en a =urc6a(e Grder i( 7enerated !or t6e (ale( order it
(6ould be created a( a dro2 (6i2ent$ 3snip4 Gnl4 (tandard !unctionalit4 i( 2re(entl4 conte2lated at t6i(
tie$ T6i( re1uire( runnin7 t6e 2roce(( DHenerate =G !ro SGE !or eac6 (ale( order !or &6ic6 a dro2-(6i2 i(
re1uired$

7 2.1. 'da2a 3t/ 4td 3a%e !! o& ,4
3...As #uilt...4
standard +unctionality -as modi+ied so that a goods receipt into a -arehouse +lagged
as a drop ship clearing -arehouse automatically generates a customer shipment o+ the
same goods -hich avoids double handling and errors.
..1( #ac! Orders
T6e deliver4 o! bac. order( need( to be ana7ed$ 'n additional deliver4 rule i( 2ro2o(ed D'vailabilit4 R 1 bac.
orderE t6at &ill cau(e available (toc. to be (ent iediatel4 and t6en t6e reainder o! t6e order to be 6eld
until it can be (ent a( a co2lete (6i2ent 3CC4$ 3snip4 T6i( i( to 2revent t6e (ituation &6ere an4 (all
(6i2ent( are ade a( bac.-ordered 7ood( tric.le into (toc.$
T6ere &ill be t6e abilit4 to override t6e(e control( at an4 tie) !or e#a2le) in t6e ca(e o! ur7entl4 re1uired
2roduct( t6at (6ould be (ent a( (oon a( t6e4 are available$
3...As #uilt...4
The delivery rule is no- called > shipments only? delivery rule G implemented so that
a+ter an initial delivery@ the order delivery rule is modi+ied to >complete order?
..1, Communications -ith "79
As built8 -as completely changed +rom the original plan in large part due to the
constraints at the "79. All communications -ith the "79 are by tab delimited text +iles
created by ADempiere and dropped into a particular +older. An %T7 process 1unrelated
to ADempiere2 moves the +iles to the "79.
The +iles are created by using a modi+ied ADempiere 7rint %ormat that allo-s text +iles
to be directly created -ithout programmer involvement 1a vie- may need to be
created be+orehand2. Additional columns can be added to the print +ormat and
constants added as text. In the main@ the "795s +ormat re'uirements 1and any changes
to the those re'uirements2 -ere able to be met -ithout additional coding.
The "79 re'uired that records be be +lagged as >ne-? or >modi+ied?. This -as done by
adding a column to the relevant table named >Date:Time Exported? I+ this column
had a null then it -as a ne- record. The export +ile creation process set the date time.
At each export run the standard ADempiere >;pdated? date:time -as compared to the

7 2.1. 'da2a 3t/ 4td 3a%e !6 o& ,4
>Date:Time Exported? and i+ the latter -as the more recent then a record -ith recordI
type >)? +or modi+ied -ould automatically be sent to the "79.
Export %ile 6aming
The process that generated the tabIdelimited +iles provided the ability to nominate the
date:time column to be updated and allo-ed the created +ile to be named -ith a
mixture o+ literals and ADempiere context variable1s2 to ensure +ile name uni'ueness
and easy identi+ication.
%iles sent to the "79 include
7roduct )aster +ile
<endor +ile
7urchase Orders
Customer Shipment instructions 1)KInOut2
&)A5s
%iles received +rom the "798
<endor )aterial &eceipts
Customer Shipment con+irmations -ith pac!age in+ormation
&)A con+irmations
Inventory Ad*ustments
Stoc! on =and &eports
Incoming +iles are dumped into specially created ADempiere Import Tables and then
purpose built processes import the +ile content into appropriate ADempiere tables.
6ote G this part o+ the -or! turned out to be +ar more time consuming than -as
allo-ed +or as a result o+ interaction bet-een the "79 IT department and our
developers. Every change that needed to be made so the t-o systems could
communicate had to be done in ADempiere since the "795s system -as already
communicating -ith other customers and -as not designed to allo- +or customer
speci+ic modi+ications.

7 2.1. 'da2a 3t/ 4td 3a%e !7 o& ,4
The +ollo-ing screen shots sho- the setIup +or creating a tab delimited +ile to be sent
to the "79. In this instance it is a 7urchase Order +ile that is being sent. The +irst
screen sho-s the &eport and 7rocess setIup. The second sho-s all the parameters.
The third sho-s a typical parameter in +orm vie-.
The +ourth screen shot sho-s the process being run by a ;ser 1normally run as an
automated Scheduled Tas!2.
The +ile that is created is a +ile o+ all 7O5s and their lines 1denormalised2 -here the
export date:time is null 1these have never been sent be+ore and are +lagged as type
162e- plus all lines -here the date modi+ied is greater than export date:time 1these
are +lagged as type 1)2odi+ied.

7 2.1. 'da2a 3t/ 4td 3a%e !) o& ,4
3...As #uilt...4
The process generates a tab delimited +ile in the directory C8NTo"79 -ith a +ile name o+
I6TOK7OK3dateItime +rom context4.txt. The >Success Column? is the column that is
to be updated -ith the date:time o+ the export so -e !no- the record has been sent
to the "79.

7 2.1. 'da2a 3t/ 4td 3a%e !, o& ,4

7 2.1. 'da2a 3t/ 4td 3a%e 6. o& ,4
0 Supply Chain
7roduct 7urchase Orders are generated -ith the +ollo-ing considerations. Is the
product A@ # or C class. =o- many days o+ recent sales history provides a good
indication o+ daily demand/ Demand is measured based on customer shipments per
business day. Hhat is the purchase lead time/ Hhat is the pac! siMe and bul! G can -e
physically store it G are there transport e++iciency considerations/ Is there seasonality
to the demand +or the product/
0.1 Shipment Con+irmations
3snip4$
0. Stoc! classi+ication
3snip4$
0." &eplenishment
T6e 5o2an48( (u22l4 de2artent 6a( identi!ied t6at t6e e#i(tin7 re2leni(6ent rule( in '3e2iere do not
eet t6eir re1uireent($ 'da#a 6a( 2ro2o(ed an alternative et6od 3snip4
0.$ Changes &e'uired in ADempiere
Add Table8 Seasonality%actor
T42e 1 Pvalue( !or eac6 ont6 o! 4earQ
T42e 2 Pvalue( !or eac6 ont6 o! 4earQ
Add Table8 Every Day o+ the year +or the next 1C years
Gne o!! ta(. but a.e( it ea(ier to !i7ure out bu(ine(( da4(

7 2.1. 'da2a 3t/ 4td 3a%e 61 o& ,4
3...As #uilt...4 ended up using the nonIbusiness days table in calendar and *ust preI
loaded the next 1C years o+ Saturdays and Sundays into the table so that only public
holidays needed to be added by the Company.
0.( 7roduct -indo-I &eplenishment tab
'dd colun(:
'vera7eSale(3a4(Sa2le 96o& an4 da4( (ale( 6i(tor4 do &e need to (ee avera7e deand:
Miniu Recent 3ail4 <(a7e
Ma#iu Recent 3ail4 <(a7e
'vera7e Recent 3ail4 <(a7e
'vera7e Recent 3ail4 <(a7e 2lu( (ea(onalit4 !actor
Sa!et4 Stoc. in 'vera7e 3a4( <(a7e
3e!ault locator !or t6i( =roduct in t6i( %are6ou(e
0., )odi+y &eplenishment 7rocess.
6e- 7rocess8 >&eset Average ;sage@ )ax and )in &eorder 7oints?
T6i( i( a ne& =roce(( t6at i( run o2tionall4 be!ore re2leni(6ent$ T6i( 2roce(( &ill autoaticall4 (et or re(et
t6e value( o! Miniu and Ma#iu At4 o! t6e =roduct Re2leni(6ent record 9a!ter &6ic6 (tandard
re2leni(6ent !unctionalit4 i( u(ed:$
T6e =roce(( =araeter( are
D=roduct 5ate7or4E
D'-5 5la((E
DRe(et 'vera7e) Ma# and Min 9LB*:
DRe(et Miniun ba(ed on 'vera7e <(a7e # 3a4( Sa!et4 Stoc.E 9LB*:
DSub(titute 3ail4 <(a7e # Lead Tie !or Ma#iuE 9LB*:
D'd;u(t Re2leni(6 Ma# and Min !or Sea(onalit4 Factor 9LB*:

7 2.1. 'da2a 3t/ 4td 3a%e 62 o& ,4
3...As #uilt...4
Each products values can be reset directly -ithin the 7roduct record +or that 7roduct.
The process -as also generalised so that it can be run +rom the menu +or all products
in an A#C class or a particular 7roduct Category.
The additional +ields in the &eplenishment tab on the 7roduct -indo-
3...As #uilt...4 Seasonality Table

7 2.1. 'da2a 3t/ 4td 3a%e 63 o& ,4
3...As #uilt...4 #ul! )ax:)in &eset o+ various replenishment and usage parameters o+
a 7roduct
0.. &eplenishment &un.
T6e (tandard Re2leni(6ent Rule DReorder belo& Miniu LevelE &ill t6en 7enerate t6e re1uired order($

7 2.1. 'da2a 3t/ 4td 3a%e 64 o& ,4
T6e DReorder belo& Miniu LevelE 2roce(( &ill t6en u(e t6e !orula
i! 9At4 Gn ?and R At4 on Grder: i( le(( 9MiniuBSa!et4 Stoc. R <(a7e durin7 lead tie: t6en 2lace order !or
At4 o! 9Sa!et4 Stoc. R 92 # E#2ected <(a7e durin7 lead tie: O At4 on ?and:
0.0 Other &eplenishment &ules
P(ni2 - non ultiatel4 u(edQ
0.F Customer Spreadsheet sent to "79 re Impending <endor
Deliveries
3...As #uilt...4 the denormalised +ile o+ purchase orders sent to the "7O provided the
necessary in+ormation
0.1C Status o+ &)A5s as advised by "79
PS*0=Q
0.11 The ADempiere &)A 7rocess

7 2.1. 'da2a 3t/ 4td 3a%e 6! o& ,4
3...As #uilt...4 &)A 9ine
0.1 &eturns Investigation Statement
3snip4
0.1" "79 )orning &eport G Aoods on #ac! Order
3snip4
3...As #uilt...4 6o longer relevant as control o+ bac! orders is ta!en over by
ADempiere and the "79 is no- sent shipment instructions +or goods -hich should be
on hand@ not sales orders +or goods -hich may or may not be on hand.

7 2.1. 'da2a 3t/ 4td 3a%e 66 o& ,4
F "79 G %uture EDI Options
F.1 %uture Interactions Hith "79
3snip4
3...As #uilt...4
This section o+ the document outlined ADempiere5s EDI capabilities -hich -ere not
implemented because the "79 systems did not provide the re'uired +unctionality.

7 2.1. 'da2a 3t/ 4td 3a%e 67 o& ,4
1C Heb Store %unctionality
1C.1 Heb Store
P(ni22ed S initiall4 a di(cu((ion o! (tandard '3e2iere &eb(tore !unctionalit4Q
3...As #uilt...4
The >As #uilt +unctionality? is as +ollo-s8
A re'uirement o+ the ne- system -as to ensure that the shopping cart -as an integral
part o+ the client5s -eb presence. The same loo! and +eel -as re'uired so that the
-eb user -as not able to di++erentiate bet-een their shopping experience and access
to other in+ormation and services made available through the -eb. It -as the client5s
express re'uirement that they did not -ish to have users trans+erred to a separate
-ebsite -hen purchasing products on the -eb. There -ere also other signi+icant
re'uirements +rom the )ar!eting department that could not be met by the standard
ADempiere -ebstore.
To achieve this outcome Adaxa deployed the Drupal Content )anagement System@ a
modi+ied version o+ ;bercart and the deployment o+ the -eb services +unctionality in
ADempiere.
A re'uirement o+ the ne- system -as that the -eb served as a presentation medium
only and the storage and management o+ data and business rules are maintained only
in the ADempiere E&7 system.
A +urther reason +or replacing the ADempiere -ebstore is that the 7rograms:Activities
and ordering by medical practitioners +or multiple patients 1as previously mentioned2
-ould have re'uired substantial additional -or! in the ADempiere -ebstore and
-ould still not have met the client5s re'uirements +or a common loo! and +eel.
The ;bercart system -as modi+ied so that all records related to eIcommerce -ere
created and stored directly in the ADempiere E&7 system. Hhen a user creates an
account +or themselves in the -ebstore@ the account is created directly in ADempiere
and ADempiere sends out the account con+irmation to the ne- customers email

7 2.1. 'da2a 3t/ 4td 3a%e 6) o& ,4
address. In+ormation about products@ images@ price lists @ etc. is cached in Drupal +or
per+ormance reasons and re+reshed periodically +rom ADempiere.
Hhen the customer creates a shopping cart in the -ebstore it is actually created as a
dra+t sales order inside ADempiere. There are about +i+ty SOA7 calls 1ADempiere -eb
services2 de+ined to enable the various interactions that need to occur bet-een
ADempiere and ;bercart:Drupal.
7roduct Attribute8
A ma*or challenge -as exposing ADempiere5s 7roduct attributes directly in the
-ebstore and ensuring that the -ebstore only exposed valid combinations o+ 1say2
siMe and colour rather than every possible combination@ some o+ -hich -ould not have
actual product instances. 1%or example i+ -e have an attribute o+ siMe -e might have
C or "C siMe indicators li!e small@ medium@ large@ 1C@ 1@1$@ J9 C gauge@ $ gauge2.
I+ the product -as only available in small or large -e did not -ant any o+ the other
attributes to be displayed in the -ebstore +or that product2.
Another 7roduct issue -as that a product may appear in more than one product
category -hich is not supported in ADempiere.
The -ebstore also needs to be a-are o+ the di++ering government schemes that a
logged in user may be entitled to place orders under. This created a lot o+ complexity
particularly -hen a medical practitioner may be placing orders +or multiple
patients:#usiness 7artners at the same time. This re'uired logic li!e8
Is the ;ser a medical practitioner/
Hhich #7 are they ordering +or/
Hhich 7rograms does that #7 have an entitlement under -hich they have
authorised this medical practitioner to place orders under and -hich price list
applies to that transaction.
%or each shopping cart:sales order created@ is there any breach o+ the
7rogram &ules and ho- do -e advise the breach.
Do -e need to process a payment +or the transaction or is it one -e need to
invoice to the government department/

7 2.1. 'da2a 3t/ 4td 3a%e 6, o& ,4
There are other complexities but I thin! the above gives an idea o+ the general nature
o+ the issues that had to be addressed.

7 2.1. 'da2a 3t/ 4td 3a%e 7. o& ,4
11 )ar!eting Communications
11.1 Interest Areas
T6e &eb (tore al(o 2re(ent( !unctionalit4 de(cribed a( D0ntere(t 'rea(E$ ' 6i76 level u(er can de!ine one or
ore D0ntere(t 'rea(E and &6et6er t6e intere(t area i( available to be (elected in t6e &eb (tore 9i$e$ (el!-
(ervice:
T6e ne#t tab (6o&( &6ic6 5ontact( 6ave re7i(tered to receive eail( !ro t6e 5o2an4 about t6e 2articular
intere(t area$
T6e L3'= 'cce(( tab i( unli.el4 to be u(ed at t6i( (ta7e$

7 2.1. 'da2a 3t/ 4td 3a%e 71 o& ,4
11. &egistering +or Interest Areas by Contacts
Re7i(tered <(er( o! t6e %eb Store 9i$e$ 5ontact( in t6e a22lication: are 2re(ented &it6 t6e o2tion o! re7i(terin7
to receive 5o2an4 in!oration about a (elected D0ntere(t 'reaE$
T6e (tandard '3e2iere %eb Store (6o&( t6at t6e <(er naed Steven 6a( re7i(tered to receive in!oration
about La&n 5are and Tree =lantin7$ T6e date &6en t6e <(er eit6er (ub(cribed or un(ub(cribed i( di(2la4ed$
T6i( in!oration i( recorded to eet 2rivac4 re1uireent($ -ecau(e t6e (tandard !unctionalit4 onl4 allo&( t6e
(ub(cribeBun(ub(cribe value( to be (et b4 t6e <(er !ro &it6in t6e &eb(tore t6e 5o2an4 can 6ave
rea(onable con!idence t6at i! t6e4 u(e t6e !unctionalit4 unc6an7ed t6en t6e4 &ill not breac6 t6e rule(
7overnin7 t6e di(tribution o! aterial b4 eail$
0t i( al(o 2o((ible to c6an7e t6e value( to a.e t6e able to be odi!ied directl4 !ro &it6in t6e a22lication
(o t6at a ailin7 li(t can be aintained directl4 b4 t6e 5o2an4 rat6er t6an b4 t6e <(er8(
(ub(cribeBun(ub(cribe action$ T6i( a4 be a22ro2riate i! on an a22lication !or a tic.-bo# i( included to allo&
u(er( to o2t out o! an4 eail ca2ai7n($
11." )ail Templates
Mail Te2late( are u(ed to !orat t6e eail e((a7e( to be (ent to u(er( &6o are re7i(tered to receive
e((a7e( about a 2articular 0ntere(t 'rea$

7 2.1. 'da2a 3t/ 4td 3a%e 72 o& ,4
11.$ =T)9 Output o+ Emails
Eail( can include ?TML encodin7 a( (6o&n belo&$

7 2.1. 'da2a 3t/ 4td 3a%e 73 o& ,4
11.( Sending )ar!eting Communications
' (i2le =roce(( bo# allo&( t6e (election o! t6e e((a7e to be (ent out) t6e u(er &6o i( to be t6e 8(ender8 and
t6e reci2ient($
3...As #uilt...4 The Company5s -ebsite has been developed using the Drupal content
management system. Drupal pages display the Interest Areas that the visitor can
subscribe to. The subscription in+ormation is stored in ADempiere as described above.

7 2.1. 'da2a 3t/ 4td 3a%e 74 o& ,4
1 #ac! O++ice %unctions
1.1 Intranet %orms and &e'uests
5urrentl4 internal re1ue(t( are 6andled u(in7 &eb !or( on t6e intranet$ T6e lac. o! inte7ration o! t6e(e !or(
&it6 t6e ER= (4(te re1uire( in!oration to be anuall4 du2licated !ro one (4(te to t6e ot6er$ T6e
!ollo&in7 intranet !or( can be 6andled (i2l4 a( Re1ue(t( in '3e2iere) &6ic6 can include lin.( to t6e
relevant -u(ine(( =artner) Sale( Grder or =roduct$ T6e (tandard re1ue(t !unctionalit4 o! '3e2iere 2rovide(
acce(( to o2en re1ue(t( !ro an4 o! t6e entitie( t6e4 6ave been lin.ed to) .ee2( a 6i(tor4 o! action( ta.en on
t6e re1ue(t and 2rovide( autoatic 2at6&a4( !or !or&ardin7 and e(calation o! a re1ue(t ba(ed on u(er de!ined
criteria$
0ntranet !or( t6at 6ave been re2laced b4 t6e '3e2iere Re1ue(t (4(te are (et out belo&:
'ccount( O HS1 0na22ro2riate <(e o! Fund(
'ccount( O Mi((in7 =a4ent(
'ccount( O 3u2licate HS1 'ccount Fundin7
5all -ac. B Follo& <2 Re1ue(t
3=L E(calation I 5o2laint For
'ccount clo(ure re1ue(t
5all recordin7 O =rivate !la7 re1ue(t
*e& 2roduct re1ue(tHS2 D=rior '22roval Re1ue(t ForE Soe HS2 reci2ient( re1uire deliverie( t6at are
out(ide t6e ba(ic HS2 rule boo.$ ' 2roce(( e#i(t( !or (uc6 atter( to be aut6ori(ed$ 5urrentl4 a te2late !or
i( 2rinted) !illed in b4 t6e con(ultant and !a#ed to t6e de2artent$ 0t u(t 6ave a co24 o! t6e 2re(criber
re1ue(t attac6ed$ T6e de2artent co2lete( t6e !or &it6 declined) a22roved) a22roved one-o!! and
a22roval nuber$ 0! &e 6ad acce(( to a (canned co24 o! t6e 2re(cri2tion &e could 7enerate a re1ue(t !ro
t6e (ale( order and (end it via t6e eail to !a# 7ate&a4$ T6e (canned co24 could be (aved a( an 8attac6ent8
to t6e HS2 record !or t6e 5on(uer in '3e2iere$
T6e(e a22roval nuber( need to be recorded on Sale( Grder( and Sale( 0nvoice( and u(t be
u2loaded to HS2 =a4ent Hate&a4 to allo& 2a4ent$ 955:
'ccount( O -ill-ToB5oercial account
'ccount( O Fund( tran(!er
'ccount( O E(calated HS1 Gver(2end 'ut6ori(ation For

7 2.1. 'da2a 3t/ 4td 3a%e 7! o& ,4
HS2 Re2laceent Grder O 5u(toer to 2a4 !or order
T6e !ollo&in7 !or( &ill be (u2er(eded b4 ne& or e#i(tin7 '3e2iere !unctionalit4:
'ccount( O 5redit card recei2t re1ue(t 9con(ultant( could be 2eritted to 2rint out cu(toer recei2t(:$
'ccount( O 0nvoiceBStateent re1ue(t 9con(ultant( could 2rint:$
'ccount( O 5on(uer Re!und Re1ue(t 96andled t6rou76 RM' 2roce((:$
'ccount( - @
t6
Grder !rei76t c6ar7e re1ue(t 9allo& order to (6i2 &it6out M##$## 2a4ent:
5redit card 2a4ent 9detail( ca2tured in '3e2iere can be 2roce((ed later:$
3...As #uilt...4 )any more +orms -ere discovered and converted to ADempiere
>&e'uests?.
>&e'uest Types? -ere extended to store de+ault values +or many columns o+ the
&e'uest to minimise the amount o+ data entry.
A >&e'uest Sub*ect? +ield -as added so that emails and noti+ications can display the
&e'uest 6umber A6D the &e'uest Sub*ect +or improved readability and usability.
The >Email &e'uest 7rocessor? -as modi+ied so that emails -ith attachments caused
the attachment to be added to the &e'uest record as an attachment.
%iner control o+ >;rgency and Importance? -as added to the &e'uest so that individual
&e'uests could have their priority li+ted. This is done on a matrix o+ ;rgency and
Importance -ith each pair having a >number o+ days:hours? allo-ed automatically set
so that >time to breach o+ S9A? could be computed and displayed.
A >Satis+action Survey? section -as added to meet an ISO FCC1 re'uirement.
The revised >&e'uest? 9ayout is sho-n belo-8

7 2.1. 'da2a 3t/ 4td 3a%e 76 o& ,4
3...As #uilt...4 The modi+ied 5&e'uest5 screen8
top hal+ o+ the screen...

7 2.1. 'da2a 3t/ 4td 3a%e 77 o& ,4
bottom hal+ o+ the screen...
T6e (tandard re1ue(t 6i(tor4 tab (6o&in7 all lo77ed action( relatin7 to t6e Re1ue(t

7 2.1. 'da2a 3t/ 4td 3a%e 7) o& ,4
<alues de+aulted into a ne- &e'uest -hen &e'uest Type is selected
1. &ecurring Documents
Pnot i2leentedQ

7 2.1. 'da2a 3t/ 4td 3a%e 7, o& ,4
1" Code Change =istory
T6e !ollo&in7 56an7e ?i(tor4 lo7 (6o&( t6e t42e o! i((ue( and t6eir correction( &6ic6 &ere encountered durin7
develo2ent and t6en in t6e !ir(t (i# ont6( or (o o! 2roduction$ 0t ca2ture( an4 o! t6eElittleE t6in7( t6at 7et
i((ed &6en loo.in7 at 6i76 level !unctional re1uireent( docuent( and (2eci!ication( built !ro t6e$ DHo-
LiveE occurred on relea(e 42$ Relea(e( !ro about 20 on&ard( &ere (ub;ected to <(er 'cce2tance Te(tin7$
AdaxaCCC0 3ataba(e c6an7e(:
'dded !orei7n .e4 con(traint( on cu(to table($
5reated calendar 2eriod( and o2ened$ 3i(abled auto-2eriod control$
Renaed 5all centre enu -Q T'da#a con(ultant(T
Renaed =roduct -GM tab -Q =rootion bundle
=revented deletion o! 5all record(
?ide Tend callT button unle(( Tcall outcoeT i( !illed in$
code c6an7e(:
Fi# in!inite loo2 on (avin7 u(er in 5ontact &indo&$
=revent ne& call creation &6en an un2roce((ed 9not ended: call !or t6e (ae con(ultant e#i(t($
Ma.e HS1 deliver4 balance u2date on creation
AdaxaCC1C Fi#ed re2lication e#2ort 6el2er to correctl4 e#2ort !ile( !or &eb(tore inte7ration
En6anceent( to 3=L e#2ort 2roce((e(
Minor i2roveent( in call &indo& 6andlin7 callout() !ro u(er !eedbac.$
AdaxaCC11 di(2la4 HS1 account nuber on entitleent
a.e contact nae !ield read onl4 until (aved
created Tre2laceent orderT docuent t42e
!i#ed note( (avin7
!i#ed 5all -Q *ote( tab T&6ereT (1l error on o2enin7 tab$
reoved TTitleT !ield !ro contact
c6an7ed 5ontact (earc6 birt6da4 !ield to not di(2la4 tie$
5all -Q Grderline c6an7ed 1t4bac.ordered virtual colun to 1t4available
di(2la4 5all 03 nuber
2revent -= deletion
a.e 2re(cri2tion( Gr7 U ?G
AdaxaCC1$ databa(e c6an7e(:
HS2 related c6an7e() (ee docuentation 2a7e HS2$ 0ncluded addin7 additional !ield( to 2roduct !or brand
nae) brand ite code) 2ac. 1t4 !or HS2 u(e$

7 2.1. 'da2a 3t/ 4td 3a%e ). o& ,4
5all &indo&: 'dded TRelated -=T (ub-tab to T5reate 5ontactT to di(2la4 i! call action t42e i( T5reate 5ontact
9e#i(tin7 -=:$ T6e u(er u(t create t6e ne& contact) and t6en in t6e (ub-tab add a ne& record lin.in7 t6e
ne& contact to t6e -= 9alread4 (elected in t6e call &indo& and (ettin7 t6e relation(6i2 t42e$
HS1 a22lication: added variant( !or eac6 o! t6e !our a22lication t42e( 2rovided 9(oe !ield( (till i((in7 !ro
(oe variant(:$
2revent inactive -= (election in call &indo&
'dded Tar7et deliver4 tie to 2roduct 2urc6a(in7 !or u(e in re2leni(6$
u2dated 2roduct re2leni(6ent !unction( &it6 ne& ver(ion($
'dded 2roce((e( and &indo&( !or 3=L inte7ration O i2ort 2roce((e( o! Sale( Grder 3e(2atc6 9SG3:) Hood(
Received *otice 9HR*:) ad;u(tent($ 95odeU beta:$
HS1 a22lication 2roce((: 7enerate( a22licant contact) bu(ine(( 2artner &it6 addre((e( etc$ Henerate( order
contact &it6 addre(( and lin.( to a22licant -=$ Henerate( ?ealt6 =ro!e((ional and lin.( to -=$
odi!4 contact (earc6 !unctionalit4 to (u22ort nae (earc6 o! ulti2le to.en($ e$7$ enterin7 Tronald
cdonaldT &ill (earc6 !or TronaldT and TcdonaldT (e2aratel4 a7ain(t eac6 contact nae !ield 9!ir(t nae) la(t
nae) iddle nae alia(:$
-ac. 2orted i2ort 2rice li(t 2roce(( !ro trun.$
AdaxaCC1( taba(e c6an7e(:
HS2 related c6an7e() (ee docuentation 2a7e HS2$ 0ncluded addin7 additional !ield( to 2roduct !or brand
nae) brand ite code) 2ac. 1t4 !or HS2 u(e$
5all &indo&: 'dded TRelated -=T (ub-tab to T5reate 5ontactT to di(2la4 i! call action t42e i( T5reate 5ontact
9e#i(tin7 -=:$ T6e u(er u(t create t6e ne& contact) and t6en in t6e (ub-tab add a ne& record lin.in7 t6e
ne& contact to t6e -= 9alread4 (elected in t6e call &indo& and (ettin7 t6e relation(6i2 t42e$
HS1 a22lication: added variant( !or eac6 o! t6e !our a22lication t42e( 2rovided 9(oe !ield( (till i((in7 !ro
(oe variant(:$
2revent inactive -= (election in call &indo&
'dded Tar7et deliver4 tie to 2roduct 2urc6a(in7 !or u(e in re2leni(6$
u2dated 2roduct re2leni(6ent !unction( &it6 ne& ver(ion($
'dded 2roce((e( and &indo&( !or 3=L inte7ration O i2ort 2roce((e( o! SG3) HR*) ad;u(tent($
'dded 2rice li(t i2ort &indo& and 2roce(($
3ataba(e c6an7e(:
HS1 a22lication 2roce((: 7enerate( a22licant contact) bu(ine(( 2artner &it6 addre((e( etc$ Henerate( order
contact &it6 addre(( and lin.( to a22licant -=$ Henerate( ?ealt6 =ro!e((ional and lin.( to -=$
odi!4 contact (earc6 !unctionalit4 to (u22ort nae (earc6 o! ulti2le to.en($ e$7$ enterin7 Tronald
cdonaldT &ill (earc6 !or TronaldT and TcdonaldT (e2aratel4 a7ain(t eac6 contact nae !ield 9!ir(t nae) la(t
nae) iddle nae alia(:$
-ac. 2orted i2ort 2rice li(t 2roce(( !ro trun.$
AdaxaCC1, databa(e c6an7e(:
Fi#ed b2artner -Q u(er d4naic validation 9(o related contact( can be (elected in non SG conte#t(:
'dded <(erLi(t1 U 3e2artent to 'ccount Eleent
3ataba(e c6an7e(:
i2ort 2roce((e($

7 2.1. 'da2a 3t/ 4td 3a%e )1 o& ,4
AdaxaCC10 Revi(ed enu la4out$
Fi#e( to re2leni(6ent 2roce((
'ddition o! !urt6er &indo&( and 2roce(( !or 3=L inter!ace te(tin7$ T6e(e are (till -ET' and not read4 !or
te(tin7$
3=L e#2ort o! inventor4) 2urc6a(e order( and (6i2ent( (6ould &or.) 6o&ever t6e e#2ort !orat( are not 4et
co2lete$
Re2leni(6ent (6ould no& &or. a( 2lanned$
*ote t6at it i( nece((ar4 to 7enerate a 2urc6a(e order directl4 and not 7o via a re1ui(ition$ Gnl4 7oin7 directl4
to t6e =G &ill decreent t6e (u77e(ted order 1t4 b4 an4 undelivered 1t4 on earlier co2leted order($ =lea(e
te(t t6e 5all &indo& and a.e c6an7e( 9and record t6e: !or &indo&( and !ield( t6at are to be ade read-
onl4 !or (oe role( b4 u(in7 t6e 8role data acce((8 &indo& and !unction($
AdaxaCC1F Fi# bu7 &6ere Gnline 5redit5ard 2roce((in7 !ailed to co2lete =re2a4 Grder$
Fi# i((ue( &it6 Return Material addin7 !rei76t and c6ec.in7 HS1 balance
5reated HS2 2re(cri2tion available !unction$
Re2leni(6ent create =G in 2urc6a(in7 <oM$
Heneral !i#e( and tid4 u2 o! 3=L i2ort 2roce((e($
<oM ba(ed 2ricin7 i2leented
=roduct 0n!o !or c6an7ed to 6andle <oM O unnece((ar4 colun( reoved$
5ode !i#e( to 3=L e#2ort 2roce((
<2dated 3=L 0nventor4 Ma(ter e#2ort vie&
Reove credit c6ec.in7 at SG co2letion$
Fi# -= o2en balance calculation on 2a4ent co2letion$
Reove activit4 !ro =rice Li(t 92rice li(t i( de!ined on activit4 in(tead:$
Ma.e batc6 e#2ort 2roce(( (et e#2ort tie(ta2$
HS2 2o(tcode loo.u2 !or deliver4 t42e on order
'dded &eb 2roduct tree table and &indo&
5reated 3=L e#2ort !orat( !or =G and S6i2ent(
Fi# contact (earc6 926one nuber:
Set (ale( re7ion on -= location !ro 2o(tcode$
c6an7e batc6 e#2ort 2roce(( to u(e Tre2ort vie&T &6ere clau(e !or (election 9reoved 2roce(( 2araeter:$
AdaxaCCC Heneral c6an7e(
!rei76t c6an7e( (ee Frei76t
reoved 5lient (2eci!ic 2roduct &indo&
reoved unu(ed internal uo !la7 !ro uo conver(ion table
(4nc6roni(e (tandard order &indo& &it6 call order tab
reove related bu(ine(( 2artner( !ro contact (earc6 9onl4 (6o& t6e lin.ed b2:
re-la4out call &indo&
odi!ication( to entitleent(
reoved HS1 entitleent table) re2laced &it6 7eneric entitleent table 9e#i(tin7 HS1 entitleent( deleted:

7 2.1. 'da2a 3t/ 4td 3a%e )2 o& ,4
reoved HS1 re!erence nuber and HS2 !ile nuber and 'da#a account nuber !ro -=$ <(e re!erence
nuber on entitleent$
added re!erence nuber (e1uence to activit4 O 7enerate ne& re!erence nuber( !or entitleent( 9atte2t(
to 7et e#i(tin7 re!erence nuber !or activit4 t42eB b$2artner !ir(t:
reove (tored balance !ro entitleent table 9d4naic loo.u2 al&a4(:
!i# loo.u2 o! balance( on order(
di(2la4 entitleent activit4 t42e in contact (earc6
!i# contact (earc6 to loo.u2 u2 entitleent re!erence nuber(
re2lace d4naic validation on call b2 loo.u2 to allo& onl4 u(er( &it6 acce(( to (2eci!ic activit4 t42e
added contact acce(( tab to call 9onl4 !or call t42e ne& contact 9e#i(tin7 -=: :
AdaxaCC1 !i# contact (earc6 !or !or 2re(criber( 9on b2 &indo&:
!i# bro.en entitleent loo.u2 on order creation in call &indo&
contact (earc6 c6an7ed o! ulti2le 2araeter( c6an7ed !ro 8or8 to 8and8
a.e 2rice li(t i2ort &or. &it6 uo ba(ed 2ricin7
created te(t data a( 2er client re1ue(t
con!i7ure te(t <oM
al&a4( di(2la4 cancel rea(on !ield on order( and re1uire be!ore cancellin7
i2roved al7orit6 !or calculatin7 a# HS2 1uantit4 available !ro 2re(cri2tion( 9includin7 &it6 2rior
a22roval(:$ T5reate line($$T on HS2 order( i( &or.in7 t6ou76 not co2lete O (till need to validate total( on
order co2letion$
AdaxaCC added 2roce((e( to 2re2are !or ana7in7 i7ration(
i2orted %eb(ervice 2ac.a7e
AdaxaCC" 3ataba(e c6an7e(:
!i#ed bu7 in er7e entitie( 9!ailin7 on virtual colun:
!i# *=E on ne& order line
re&rite HS2 a# available !unction -Q can8t e#ceed 2re(cri2tion 1t4 &it6in e#2ir4 2eriod
AdaxaCC$ ade 6ealt6 condition RBG on !ir(t tab o! HS1 a22lication
3i(2la4 '3 ite code on HS2 2re(cri2tion line
oved addition o! !rei76t to T=re2areT (ta7e o! order 2roce((
enable all countrie( 9needed !or (election on HS1 a22lication:
!i# ina22ro2riate .e4 colun (ettin7 on Sale( Re7ion t6at 2revented in(ert
enabled T=re2areT on order( in call &indo&
!i# i((in7 account eleent tree 9i(con!i7uration:
bac.-2orted 7romotions !ro 'de2iere trun.) a22lied i7ration (cri2t 9but 2rootion( not 4et enabled:
AdaxaCC(
altered Location dialo7 (o de!ault button 9&6en 6ittin7 Enter: i( Searc6) until an addre(( 6a( been (elected
!ro dro2 do&n) t6en (&itc6e( to GK$
!i# (earc6 !or 26one no in contact (creen O
a.e (ale( re2 d4naic validation u(e Lin.C-=artnerC03
!i# conte#t 2roble in -=artner &indo& O lo(e( 03 &6en tabbin7 2a(t T=er(onal 0n!oT tab

7 2.1. 'da2a 3t/ 4td 3a%e )3 o& ,4
enabled =rootion( !or te(tin7
i! T*e& a((e((entT 2re(cri2tion created) autoaticall4 deactivate ot6er 2re(cri2tion( !or cu(toer$
autoaticall4 deactivate line( o! 2re(cri2tion( t6at 6ave been deactivated$
ne& beta ver(ion o! ca(cade delete entitie( !or =aul to tr4 on te(t data
2orted c6an7e( to 2rootion( 9addin7 activit4 and ca2ai7n:
AdaxaCC, i2roveent( to order i2ort 2roce((
a.e eac6 order a (e2arate tran(action
2ro2a7ate (ave error( bac. to i2ort table
add additional te(t !or alread4 e#i(tin7 docuent nuber(
a.e T3elete Entitie(T run 9(till beta: Jdoe( a ca(cade delete &it6in a client ba(ed on '3 de!inition(K
on7oin7 i2roveent( to HS2 6andlin7 9not 4et co2leted O ore detail( &6en !ini(6ed:
AdaxaCC. HS2 order validation co2leted$ Eac6 order line i( validated on entr4) and be!ore co2letion o! t6e docuent$
Fini(6ed T5reate HS2 order !orT$ 3i(2la4( t&o table() one &it6 available 2re(cri2tion line( a7ain(t &6ic6
1uantit4 to order can be entered$ Gnl4 1uantitie( &it6in liit can be entered$ Second table (6o&( (uar4
!or eac6 '3 ite code) 6i76li76ted red i! order &ill 7o over and 2revent( creation o! line($
'dded re2ort to di(2la4 (uar4 o! 2re(cri2tion line( !or -=$
AdaxaCC0 T56ildT value (et to T0*TGT until !urt6er notice
*uber !orattin7 9VVVV$00: a22lied to all aount !ield($
*uber !orattin7 9VVVV: a22lied to all 1uantit4 !ield($
3ate !orat 9ddBMMB4444: a22lied to all date !ield($
HS1 a22lication(
3i(2la4 condition and (tatu( related !ield( on a22lication
'dded 2roce(( !or 2rintin7 letter 9note: 2rint !orat( 6ave not 4et been de!ined !or eac6 (tatu(:
T=roce((T a22lication no& doe( t6e !ollo&in7 (te2(:
create( ne& a22licant contact and bu(ine(( 2artner
lin.( contact addre(( and deliver4 addre(( to bu(ine(( 2artner
create( HS1 entitleent
create( order contact
create( 2re(criber contact
To do:
lin. 2re(criberBorder contact to a22licant
add 2re(criberBorder contact 2eri((ion( on entitleent
callout( to !ill in !ield( i! e#i(tin7 contact( are c6o(en in !or
brea. u2 contact nae !ield( on t6e a22lication (o t6e created contact( can be correctl4 2o2ulated$
Return( 6andlin7
!i#e( to underl4in7 return( tran(action 6andlin7 (6ould 6ave addre((ed t6e(e ae7i( incident(
HS1 a22lication date received: (et to de!ault current date
HS2 order !rei76t i((ue$ %a( not 2ic.in7 u2 activit4 t42e in 5all -Q order$ Fi#ed$

7 2.1. 'da2a 3t/ 4td 3a%e )4 o& ,4
5ancel order rea(on$ Made !ield u2datable$ Fi#ed$
AdaxaCCF 02leent 2 deliver4 rule
Fi# i((ue &it6 call u(er -Q -= !ilterin7 9activit4 t42e not re!re(6in7:
Fi# orderClineta#Cv 9du2licate line( 2rintin7 &6en ulti2le vendor( de!ined:
Reactivated vendor on 2roduct (earc6 &indo& W90,29021
AdaxaCC"C
5learin7 t6e e#i(tin7 u(er !ield &ill no& al(o clear t6e lin.ed b2 !ield$ Fi#ed T'3C<(erC03 i( andator4T error
&6en atte2tin7 to 2roce(( an a22lication &it6 a ne& order contact$
HS2 order 2re2are !ailed O could not re2roduce but !i#ed 2otentiall4 related i((ue &6ere ulti2le 2re(cri2tion(
!or t6e (ae 2roduct e#i(ted O onl4 t6e o(t recentl4 created one &a( treated a( valid 9rat6er t6an t6e one
&it6 t6e o(t recent 2re(cri2tion (tart date:$
Fi#ed tree( not di(2la4in7 under accountin7 dien(ion($
3i(2la4ed cancellation rea(on !ield on unco2leted order( a( &ell
5redit card 2a4ent !or not di(2la4in7 on 5all$
5a(cade delete u(in7 '3 2roce(( O added re(triction to onl4 delete e#ternal contact( &6en deletin7 !ro
adCu(er) al(o eliinated de2endenc4 buildin7 on createdb4) u2datedb4 colun($
AdaxaCC"1
Re(olved data con!i7uration i((ue &it6 re2leni(6ent (et-u2: 3=L&are6ou(e con!i7ured &it6 (ource
&are6ou(e U Sara68( &are6ou(e
error loadin7 HS1 a22lication: cau(ed b4 i7ration (cri2t !ailin7
calculation o! entitleent (2endin7 !i#ed
RM' on HS2 order( Te#ceeded 2re(cri2tionT error(
-u7 &6ere HS2 (6i2ent( !ailed to co2lete O unable to u2date order line 1t4delivered &it6out invo.in7 HS2
validation ina22ro2riatel4$
Related -= on contact couldn8t be edited
=roce(( HS1 a22lication no& create( 5ontact -Q -= relation(6i2( !or t6e order contact and t6e 6ealt6
2ro!e((ional) bot6 &it6 acce(( to t6e -=8( HS1 activit4$
Sa2le HS1 letter 9!or a22roved: created$
AdaxaCC" <ndi(2la4ed T5reate con!irationT button on (6i2entBrecei2t &indo&($
=er!orance i2roveent( in HS2 2re(cri2tion line validation on order line$
5ancelled order (till (6o&in7 in 2ro7re((
HS2 !rei76t 2re(cri2tion re1uireent 9i( &or.in7 a( (2eci!ied:
5reate 2eriod( bu7 &6en i2ortin7 account(
=revent (6i22in7 &6ere order value e#ceed( available credit$
5reated e#2ort vie&( and !orat($ '&aitin7 in!oration re: rea(on code($
5reated i2ort table
AdaxaCC"" 2revent co24 role on it(el! deletin7 role
Mer7e -= !i#ed$
oved entitleent c6ec. !ro order 2re2are to (ave$
2rice li(t i2ort !ail( on ulti2le uo !or 2roduct$
2rootion di(count line 6ad Nero line aount
added 2re(criber nuber and t42e to 2re(cri2tion

7 2.1. 'da2a 3t/ 4td 3a%e )! o& ,4
AdaxaCC"$ 56an7e order t42e value() c6annelB(6i22er value( etc a( 2er ne& 3=L co( (2eci!ication
5an8t (ave 2urc6a(e order 9re1uire( entitleent:$ 56ec. reoved on 2urc6a(e order$
-3 in!o -= 7rou2 !ield d4naic validation
HS1 a22lication: (et (tatu( to 0E'HE 9ineli7ible a7e: i! a22licant 3G- Q T3ate receivedT - @ 4ear($
AdaxaCC"( 'llo& u(er( to be created at (4(te level 92revent creation o! -=:$
a22lication 2roce(() don8t 7ive ?ealt6 =ro!e((ional acce(( b4 de!ault$
(et 0nvoice -= !ro entitleent i! (2eci!ied) el(e activit4) el(e (elected -=$
inventor4 valuation !ail( !or 2rice li(t &it6 du2e 2roduct(
56an7e( to 3=L i2ort routine(
Henerate (6i2ent( O don8t create a (6i2ent &it6 onl4 non-(toc.ed 2roduct( 9e7 !rei76t: on it i! order 6a(
an4 (toc.ed 2roduct( reainin7 to be (6i22ed$
'dd T=re2areT to (6i2ent docuent action li(t$
AdaxaCC", de!ault activit4 !ro 6eader into order line(
!ini(6in7 o!! RM' i2ortBe#2ort !ro 3=L$
di(2la4 &are6ou(e !ield on (ale( order$
=rice li(t on (ale( li(t not bein7 (et 2ro2erl4 !ro activit4
AdaxaCC". no (6i2ent( &it6 onl4 non-(toc.ed 2roduct(
02ort SG3 !ro 3=L &a( not (ettin7 t6e doc (tatu( !la7 correctl4 &6en co2letin7$ <(er could t6en
9re-:co2lete (6i2ent and double u2 t6e inventor4 oveent$
02ort HR* (et t6e doc (tatu( !la7 to co2lete$
02ort HR* u(in7 &ron7 docuent t42e 9S6i2ent in(tead o! Recei2t:
Filter o2en 2urc6a(e order 2roce(( to co2leted order( not received$
56ec. re1uired veri!ication code on 55 2roce((in7
Re2lace voice aut6oriNation code &it6 card veri!ication code on =a4ent !or$
=revent lo77in7 o! 5redit 5ard data
er7e 2roduct( !ail( on du2licate uo
AdaxaCC"0 2artiall4 (6i22ed order( not included in 7enerate (6i2ent 9anual:
Revie&ed O loo.( li.e 2rice li(t (etu2 i((ue
Frei76t 2roduct i( not bein7 a((i7ned an 'ctivit4 &6en added to t6e (ale( order
order (ale( re2 de!ault to lo77ed in u(er) read-onl4
'lter all 3=L i2ort 2roce((e( to u(e ca(e in(en(itive atc6in7$ Revie& a!!ected colun( and add uni1ue
con(traint($
Modi!4 7enerate (6i2ent 2roce(( to (2lit 6aNardou( 2roduct( into a (e2arate (6i2ent$
AdaxaCC"F Henerate (6i2ent( credit c6ec. on -ill-To -=
=re2are (6i2ent credit c6ec. on -ill-To -=
=a4 (election o! invoice 2reviou(l4 2aid but 2a4ent cancelled
HS1 invoice add o!!(et account line &6en =re2are not co2lete$
(election o! uo in 2roduct in!o (6ould 2o2ulate order line uo
!i# 2a4ent !or not (avin7 non credit card 2a4ent

7 2.1. 'da2a 3t/ 4td 3a%e )6 o& ,4
u2date balance on order co2leteBvoidBreactivate
2er!orance i2roveent(
i2rove bill-to b2 d4naic validation in order &indo&
i2rove (ale( re2 loo.u2 !ilter
add validation on b2 location !ield( in i2ort order to 2revent retrievin7 all record(
inte7rate '-' 2a4ent e#2ort into 2a4ent (election 2rintBe#2ort
AdaxaCC$C HS1 a22 2roce(( i(n8t (ettin7 del o2tion$
avin7 a22lication !ail( i! a22licant 3G- not 2rovided$
HS1 a22 (et a22licant contact t42e U 85u(toer8
02orted HS1 a22lication record( can not be edited and (aved becau(e Le(B*o !ield( 6ave null value($
?aNardou( 2roduct !rei76t bein7 (2lit into (e2arate (6i2ent$
ne& entitleent( do not 6ave t6eir balance( (et
Tidied u2 entitleent &indo&
7enerated -= not 2ic.in7 u2 te2late credit liit
Henerate =G !or dro2 (6i2 &are6ou(e creatin7 e2t4 =G8( !or ot6er &are6ou(e SG line(
'dded (u22ort !or (earc6in7 -=( u(in7 contact (earc6 !or$ *ot 4et enabled on an4 colun($
AdaxaCC$1 odi!4 3=L e#2ort 9SG line and R' line: to u(e c6ar7e nae i! no 2roduct on line
HS2 deliver4 t42e re! li(t incorrectl4 aended
-= ban. account O a.e ban. non-andator4) ove lod7eent re!erence$
HS2 invoice e#2ort i((ue(
AO 9I<E HG L0VE
AdaxaCC$ HS1 invoice o!!(et not bein7 added &6en u(in7 THenerate 0nvoiceT 2roce((
Ma.e entitleent re!erence nuber editable) and andator4 on HS2
5redit card re!und( O out o! (co2e) reoved o2tion !ro tr# t42e li(t$
HS2 create order !or need( to &arn o! bac.order(
HS1 a22lication ?ealt6 2ro!e((ional contact t42e and relation(6i2 t42e not (et$
Grder credit 6old !la7B (tatu( O autoaticall4 (et (tatu(
order 2a4ent ter( etc not (et !ro activit4Bentitleent b2artner
credit c6ec.in7 on (6i2ent (6ould be a7ain(t order bill to 2artner O &a( addre((ed in 'da#a0039
order line !rei76t re(ervation on 2re2are 2revent( deletion o! line
i2ort RM' no lon7er atc6e( -= O unu(ed !ield no lon7er di(2la4ed
Fi#ed i2ort current (toc. level( 2roce((
=er!orance i((ue &it6 u2datin7 entitleent balance( O i2roved HS1del(2ent) entitleent(2ent db
!unction($
Ma.e -= addre(( and 26one !ield( not u2dateable$ Reoved T<2dateT o2tion on -= !ield 2o2-u2 enu$
5reate =rice Li(t (6ould co24 <oM !ro ba(e 2rice li(t$
56an7ed Grder =a4ent For to allo& 2a4ent to be ta.en on order( t6at 6ave been 2re2ared but not
co2leted$
02rove 2a4ent ruleBtender t42e nae to clari!4 3irect 3ebit 9out7oin7: and 3irect 3e2o(it 9incoin7:

7 2.1. 'da2a 3t/ 4td 3a%e )7 o& ,4
AdaxaCC$" ne#t c6e1ue nuber (ettin7
=G line b2 location not de!aultin7 !ro 6eader O couldn8t re2roduce i((ue) 2o((ibl4 data related$
'uto arc6ive clari!4 di!!erence bet&een 3ocuent and E#ternal O no di!!erence$
HS2 contract e#2ort doe(n8t u2date (ubi((ion !ield$
5ouldn8t 2re2are 2a4ent (election O i2orted -= -an. account detail( 6ad i('5? !la7 (et to 8*8
02ort (toc. ad;u(tent &a( not co2letin7 inventor4 ove docuent
Sale( order 6i(tor4 docuent &ouldn8t 2rint a( invoice location &a( null
02ort SG3 !ailin7 on (1l error( and invalid 6eader in!o
AdaxaCC$$
Ma.e THenerate S6i2ent(T 2roce(( ta.e 2endin7 (6i2ent( into account &6en calculatin7 (toc. availabilit4
!or (6i2ent$
AdaxaCC$( 02roveent( to SG3 and HR* i2ort 2roce((e(:
3on8t i2ort 6eader i! detail line( 6ave error(
Fi# deadloc. in 02ort SG3
Fi#ed error in atc6in7 order line( &6ere ulti2le line( 6ave (ae 2roduct 9&ill (till !ail to i2ort but &it6out
brea.in7 ever4t6in7 el(e:
AdaxaCC$, (uar4 2roduct not vi(ible in &eb 2roduct tree 2roduct (earc6
=revent revalidation 9HS2BHS1: o! 2roce((ed order line( O it i( bein7 e#ecuted &6en (6i2ent( are bein7
2roce((ed and a4 cau(e (6i2ent to !ail to co2lete$
Sto2 i2ort 2roce(( rollin7 bac. on all error($
Reduce 3- call( b4 u(in7 cac6ed 'ctivit4 in!oration &6ere 2o((ible$
HS2=a4entHate&a4 invoice e#2ort ove PBinvoice?eaderQ ta7 to be!ore line(
-= 3eliver4 G2tion not bein7 (et in Grder
AdaxaCC$. Re&ritten 3=L i2ort 2roce((e( &it6 2ro2er tran(action 6andlin7
Fi# !ailure to create 2a4ent( u(in7 '-' e#2ort and create e#2ort !or 3irect 3e2o(it in(tead o! 3irect 3ebit
5loned 7enerate invoice 2roce(( O added !ilter b4 (6i2ent date
3eleteBob(cure 5redit 5ard detail( !ollo&in7 online 55 2roce((in7
AdaxaCC$0 HS1 batc6 2rint 2roce(( add !ilter( !or date created) (tatu($ 'dded (u22ort !or (2eci!4in7 2rinter 1ueue$
Fi# 2a4ent co2letion terinate( i! no 55 nuber on 2a4ent$
Fi# Material Recei2t T5reate Line( !roT u(in7 locator !ro &ron7 &are6ou(e$
Fi# Vendor 0nvoice T5reate Line( !roT i(atc6 bet&een (6i2ent <oM and order 2rice <oM$
'dd due date 2araeter to 5reate =a4ent Selection 2roce((
Set tender t42e on 7enerated 2a4ent
5ancellin7 a 2urc6a(e order 7enerated !ro a (ale( order 9e7 !or dro2 (6i2ent: !ailed to clear re!erence to
2urc6a(e order) 2reventin7 anot6er =G bein7 7enerated$
AdaxaCC$F 'lter reittance advice to 2ic. u2 line( o!! allocation rat6er t6an 2a4ent (election line$
=er!orance o! -= contact d4naic validation
Fi#ed error in HS2 available 3- !unction( &6en ulti2le 2re(cri2tion( &it6 (ae ='
'ended t6e HS2 create order !or to di(2la4 all active 2re(cri2tion line( even &it6 0 available 1t4
Fi# validation on 2re(cri2tion line creation incorrectl4 calculatin7 total 1uantit4 !or '3 code

7 2.1. 'da2a 3t/ 4td 3a%e )) o& ,4
Set (6i2ent date !ro SG3 deliver4 date
=er!orance i2roveent on 02ort SG3 9(ale( order( de2atc6ed b4 3=L:
%eb (tore HS1 order( not ta# e#e2t O en(ure t6at i! ta# i( not e#2licitl4 (et t6en it i( (elected ba(ed on bill
-=$ E!!ectivene(( in &eb (tore order not te(ted a( 0 don8t 6ave a te(t environent$
Validator to (et order line activit4 !ro 6eader not &or.in7 on %eb Grder($
6ide balance !ield( in non- HS1 order(
3evelo2 &are6ou(e (election b4 2roduct !or >>>>> 2ro;ect$
6ide HS1 balance !ield(
56an7e( to HS2 invoice e#2ort
AdaxaCC(C HS2 2re(cri2tion a!ter (ave 2er!orance i((ue$
=er!orance on d4naic loo.u2 o! bill-to -= O re2lace 8e#i(t(8 &it6 8in8 in (1l
3i(able HS2 2re(cri2tion validation on return(
+oo 2er!orance call order 6i(tor4 -Q (ale( order
55 2a4ent( 2roce((ed online need 2a4ent date (et to 2roce((in7 date
0nvoice 2rint !orat O la4out and add additional in!oration !ield($
Fi# connection lea. bu7 in &eb (ervice librar4
=er!orance !i# on 2a4ent allocation lin.in7 to order
02ort R'R 93=L Return(: loc.in7 &6en 2roce(( aterial recei2t !ail(
=a4ent 2rint 2roce(( not u(in7 (u22lied docuent nuber$
<(er location can8t be (et !or u(er( created t6rou76 HS1 a22lication 2roce(( &it6 no addre((
Re1ue(t en6anceent(
de!ault value( !ro re1ue(t t42e
!ilter re1ue(t t42e( b4 re1ue(t cate7or4
add (ub;ect line to re1ue(t and eail noti!ication(
AdaxaCC(1 invoice 7enerate 1uer4 2er!orance
al(o (2lit 2roce(( into individual tran(action( !or eac6 invoice 7enerated to reduce t6e li.eli6ood o! t4in7 u2
t6e databa(e
'utoatic allocation doe(n8t allocate 2re2a4ent( 92a4ent( a((ociated &it6 an order:$
5redit liit c6ec. incorrect on order( &it6 ulti2le (6i2ent(
02ort SG3 (et 2ac.a7e nuber and (6i2 date on (6i2ent 6eader
<(erBcontact not (et in call -Q order
=ort additional i2roveent( to 2rice li(t i2ort !ro ade2iere trun.
order &it6 no line( can be co2leted
HS2 - HS2=a4entHate&a4 re;ect( encodin7UT<TF-/T in t6e >ML 6eader !ile
3ate ordered !ield not (et on aterial recei2t
Frei76t onl4 HS2 invoice O anal4(i( o! cau(e) 2revent con(olidated (6i2ent($
(et date a22roved on HS1 a22lication 2roce((
over-(u22l4 on HS2 order(
-an. (tateent account date

7 2.1. 'da2a 3t/ 4td 3a%e ), o& ,4
E#2ort '-' add o2tion to 2rint reittance$
Henerate =G !ro SG (ettin7 2a4ent rule incorrectl4$
AdaxaCC( Minor revi(ion o! 'da#a00@1 O no databa(e c6an7e( re1uired$
co2lete (6i2ent credit c6ec. i( a7ain(t (6i2ent -= in(tead o! order bill-to -=
Henerate (6i2ent 9anual: !ail( O &a( bro.en b4 c6an7e( to tran(action 6andlin7
AdaxaCC(" 5an8t co2lete (6i2ent i! 2roduct i( reoved !ro 2riceli(t$
ban. (tateent line date cau(e( 2eriod clo(ed error
02ort SG3 (et date acct !ro oveent date
date loo.u2 6andlin7
HS2=a4entHate&a4 calculation o! e# HST total O &or.around !or t6eir error
ulti2le -=( created !or contact$ Fi# te2late -= not (ettin7 createdBu2dated b4$
don8t include credit(Bne7ative invoice( in HS2=a4entHate&a4 batc6
advanced (earc6 en6anceent(
re2lace ade2iere lo7o &it6 Pco2an4Q lo7o in (tandard re2ort 6eader
AdaxaCC($ 5reate HS2 order (toc. &arnin7 on non-(toc.ed 2roduct
HS1 a22lication 2roce(( O (et ?= detail( di!!erentl4
=urc6a(eB(ale( order create ulti2le line( !ro =roduct 0n!o
!i# di(count (c6ea 1uantit4 brea. u(in7 &ron7 <GM
u(e (4(te date &6en auto-allocatin7 to clo(ed 2eriod($
2roce((e( to delete and recalculate entitleent( !or -= er7in7
AdaxaCC(( Entitleent validit4 date( not en!orced$
<oM conver(ion not a22lied &6en 2roductRuo (elected !ro =roduct 0n!o (creen$
Future dated 2rice li(t ver(ion 2ic.ed u2 in order
create order !or di(2la4in7 (oe none available 2re(cri2tion( O alread4 u(ed (in7le u(e) and old
2re(cri2tion( &6ere t6ere i( a later T*e& '((e((entT 2re(cri2tion !or t6e cu(toer$
Grder (tatu( !ield not u2dated on voidBclo(e
AdaxaCC(, HR*8( not i2ortin7 correctl4 i! ulti2le HR*( !or (ae order in one !ile
T6ro& error i! 2roduct i( added to order t&ice J&or.around !or 3=L con(traintK
a.e 5ontact (earc6 &or. &it6 0nactive -=
-='L 9a&aitin7 con!iration o! !ile !orat and (a2le data !or te(tin7:$
Re1ue(t Noo o2en( Find dialo7
HS2 e#2ort (ort b4 invoice nuber
'dded 1t4 u(ed to 5reate HS2 order !or
HS1 !ree deliverie( calculation
HS2 invoice e#2ort (et 3EL a( 2re(criber t42e !or all !rei76t line(
=revent Henerate (6i2ent( bein7 run ulti2le tie( at once
5an8t 2roce(( return( &it6 2 deliver4 rule
allo& order( &6ic6 alread4 6ave been 2art invoiced to be included in THenerate invoice 9anual:T

7 2.1. 'da2a 3t/ 4td 3a%e ,. o& ,4
HS2 invoice batc6in7 i((ue - 2er unit 7(t calculation i( &ron7
AdaxaCC(. c6an7in7 1uantit4 re(et( c6ar7e 2rice
i2leent no credit c6ec. !or (6i2ent !la7 on &are6ou(e
clean u2 3 di7it 2o(tcode(
(6i2ent( containin7 onl4 !rei76t &it6 1t4 U 0
(6i2ent doc nuber( con!lict &it6 3=L HR* nuber( O !i# becau(e no-one &ill c6an7e t6eir *o (e1uence
7enerate con(olidated (6i2ent( con(olidate( (6i2ent &it6 return
HS2 HS2=a4entHate&a4 invoice e#2ort error 6andlin7
!i# c6ec.(u calculation error
Frei76t calculation routine

7 2.1. 'da2a 3t/ 4td 3a%e ,1 o& ,4
DOC;)E6T S;))A&O S=EET
Client8
Title o+ Document8
Summary8 9-rie! de(cri2tion o! docuent:
Indexing Terms8 1Pey-ords2
Hor! Carried Out #y8 1Team initials or names2 ADAJA &e+erence8
DOC;)E6T &E<ISIO6 &ECO&D
%ile 6ame &ev 6o. Issue Date &eason +or Issue
5a(e Stud4 - 5o2le# G2en Source
3i(tribution S4(te$odt
1$1 11B11B0/ Fir(t dra!t
5o2ari(on to Da( builtE and de-
identi!ied
2 12B0/B10 dra!t
6OTES
1$ Re(2on(ibilit4 i( di(claied !or an4 lo(( or daa7e 9includin7 but not liited to daa7e re(ultin7 !ro
t6e u(e b4 t6e client o! t6e docuent: (u!!ered b4 an4 ot6er 2er(on !or an4 rea(on at all includin7 but
not liited to ne7li7ence b4 '3'>' =t4 Ltd 9'3'>':$
2$ %6il(t t6i( docuent i( accurate to t6e be(t o! our .no&led7e and belie!) '3'>' cannot 7uarantee t6e
co2letene(( or accurac4 o! an4 de(cri2tion or conclu(ion( ba(ed on t6e (u22lied in!oration$
3$ T6e recoendation( contained in t6e docuent are advi(or4 and '3'>' 6a( no re(2on(ibilit4 !or t6e
ana7eent or o2eration o! an4 recoendation( t6at a4 be i2leented b4 t6e client$
4$ T6i( docuent i( licen(ed under t6e ter( (6o&n at 6tt2:BBcreativecoon($or7Blicen(e(Bb4-nc-
ndB3$0BauBle7alcode$

7 2.1. 'da2a 3t/ 4td 3a%e ,2 o& ,4

Case Study - Complex Open Source Distribution System

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