Contact customer to

resolve
Yes

Final approved
prices and customer
info uploaded to
SFDC and AX

"Opportunities" initiated
by Sales Rep which
includes Quotes, Contact
Info, Address, etc. in
SFDC

If Quote consists of
10% or more discount,
it is routed
automatically for
approval

Approved Quote
is sent to
Customer

Customer sends
PO based on
Quote

FLDM checks PO
against SFDC/
Quote for
descrepencies

Descrepencies
between PO and
Quote?

No

Sales Admin saves

the PO, SOA, SOC
AND logistics ad the
shipping docs to the
shared drive
Sales Order Package

AR Shares Services
(SGP) gather the
information from
the shared drive and
generate an invoice.

If Price data is not correct, then

Sales Admin corrects the data in
AX and completes the Sales
Order in AX with Customer, Sales
Order Number, Delivery Method,
Discount, Terms, etc.

New manual key

control Sales
Admin reviews
Sales Order
against customer
PO for all revenue
related fields to
ensure accuracy.
Sales Admin
evidences review.

Sales Admin creates a Sales

Order in A/X and manually
enters JE for allocation into
A/X (calculated by SFDC)

Sales Admin closes opportunity in SFDC

creating Sales Order Number and system
automatically allocates amounts using a 12
month rolling ASP

A/X generates a
Sales Order
Confirmation (SOC)

SFDC generates a
Sales Order
Acknowledgment
(SOA)