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  • OM Questionnaire-V1.1 Updated

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    tanushree mahato
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    The document contains questions about order management processes like order capture, pricing, and order fulfillment for a customer. Specifically, it asks about the sources of order capture, whether both physical goods and services are sold, how pricing will be calculated, discount structures, billing systems used, and how order details will be interfaced with other systems like Salesforce. The customer responses indicate that orders will be captured in Salesforce, both goods and services are sold, pricing will be captured in the external system, change orders can come from attributes other than just quantity/date/UOM, and they will use tiered pricing with quantity breaks along with buy one get one free promotions. They also noted billing will be done in Account Receivables

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    The document contains questions about order management processes like order capture, pricing, and order fulfillment for a customer. Specifically, it asks about the sources of order capture, whether both physical goods and services are sold, how pricing will be calculated, discount structures, billing systems used, and how order details will be interfaced with other systems like Salesforce. The customer responses indicate that orders will be captured in Salesforce, both goods and services are sold, pricing will be captured in the external system, change orders can come from attributes other than just quantity/date/UOM, and they will use tiered pricing with quantity breaks along with buy one get one free promotions. They also noted billing will be done in Account Receivables

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    5 views8 pages

    OM Questionnaire-V1.1 Updated

    Uploaded by

    tanushree mahato
    The document contains questions about order management processes like order capture, pricing, and order fulfillment for a customer. Specifically, it asks about the sources of order capture, whether both physical goods and services are sold, how pricing will be calculated, discount structures, billing systems used, and how order details will be interfaced with other systems like Salesforce. The customer responses indicate that orders will be captured in Salesforce, both goods and services are sold, pricing will be captured in the external system, change orders can come from attributes other than just quantity/date/UOM, and they will use tiered pricing with quantity breaks along with buy one get one free promotions. They also noted billing will be done in Account Receivables

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 8

    Functional Questionnaire for Order Management

    S.No Process Question

    Q.1 Order Capture What are the sources of order capture?

    Q.2 Order Capture Do you sell both physical goods and services ?

    Q.3 Order Capture If the orders are captured in external systems, will the price also gets
    captured there or you expect the pricing and discounts to get calculated in
    Order Management Cloud applications?

    Q.4 Order Capture While capturing orders from external system, is there a need to transform
    the product based on any product attributes?

    Q.5 Order Capture What are the order constraints required for your business?

    Q.6 Order Capture Is there any order attribute that should create a change order apart from
    Quantity, Date and UOM?
    Q.7 Order Capture List down the possible reason codes for the Return Material Authorization
    (RMA) or Service cancellation

    Q.8 Order Capture Do you want to have credit check functionality while creating sales orders in
    Order Management Cloud?

    Q.9 Pricing Do you want to segment the customers based on customer profile such as
    Revenue potential or customer size and fix different selling price for different
    segments of customers?

    Q.10 Pricing If you segment the customers, then please fill the customer pricing profile
    section

    Q.11 Pricing If you segment the customers, then please explain the Pricing Segment and
    Pricing Strategy
    Q.12 Pricing What are the different kinds of price list your business requires?
    Q.13 Pricing What are the different kinds of discounts/promotions your business
    requires?

    Q.14 Pricing If you have Simple discount or Tiered Pricing, please explain the Discount
    List
    Q.15 Pricing Do you want to calculate the list price or discount based on a specific
    attribute? If yes, please specify the attributes based on which the price or
    discount should change dynamically

    Q.16 Order Fulfillment Do you have Third Party Logistics to manage your inventory and fulfillment
    of goods rather than maintaining the warehouse on your own?

    Q.17 Order Fulfillment What is the billing system going to be used for the sales order fulfillment?

    Q.18 Order Fulfillment How pricing details to be interfaced to/from Salesforce and frequency?

    Q.19 Order Fulfillment How SO details to be interfaced to/from Salesforce and frequency?

    Q.20 Order Fulfillment How SO details to be interfaced to Fusion Receivables / Sales force?
    Customer Response

    ✘ CPQ Cloud/Sales Cloud/Service Cloud/Field Service (TOA)

    Any ecommerce or legacy system (enter the name of order capture system in the Comments section)
    ✘ Sales Force
    Order entry in Cloud Application User Interface

    Yes, both physical goods and service items are sold

    No, only physical goods are sold

    ✘ No, only services are sold


    ✘ Price will be captured in external order capture system

    Price will be calculated in Order Management Cloud

    Yes

    No

    N/A

    Change Order should come from Spring Field

    Yes

    No

    Yes, we will sell the same product at different prices for different segment of customers

    No, we always have the same price for a product irrespective of the customer base

    Segment Price List

    Cost Price List (Item cost + Mark up)

    Recurring Price List (for service items)


    Recurring Price List (for service items)
    Simple one time discount

    Quantity break discount (Tiered Pricing)

    Items as promotion - Buy1 Get 1 Free

    Yes

    No, we have our own warehouse for fulfillment

    Account Receivables Cloud Application

    Ebusiness Suite Financials

    Any legacy Financial System

    Yes

    No

    Yes

    No

    Yes

    No
    Comments / Glossary

    n)

    Credit Check should happen in SF


    Comments entered by Customer

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