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Processes

Order

  • BC: Business Central

  • SS: Smart Sales

  • WH: Warehouse

Sequence

sequenceDiagram
    autonumber
    actor Client
    actor Sales
    Actor Backoffice
    participant SS
    participant BC
    participant WH
    Client->>Sales: request
    Sales->>SS: creates or updates CLIENT
    Sales->>BC: creates or updates CLIENT
    Note over SS,BC: CLIENT
    BC->>BC: gets PRICE_LIST
    Note over BC: PRICE_LIST
    Sales->>BC: creates ORDER
    Note over BC: ORDER
    BC->>WH: dispatches ORDER
    WH->>Client: fulfills ORDER (delivers goods)
    Backoffice->>BC: creates INVOICE
    Note over BC: INVOICE
    BC->>Client: sends INVOICE
    Client->>BC: pays INVOICE
    Note over BC: PAYMENT

QUESTION: 2023-02-16 25:00 Transfer order: Bomedys transfers the order to a wholesale distributor (e.g. Febelco). These transfer orders are entered in Easi. There will then be a monthly commission, but no invoice for the single order. Ask Kristof what reporting he will need on this.

Steps

Step Name System
3 CLIENT BC
4 PRICE_LIST BC
8 ORDER BC
11 INVOICE BC
13 PAYMENT BC

Product Lifecycle / Substitutions

Sometimes, products are replaced by the producer with a successor. The product has a new SKU, a new name, price, etc. In short, it is a new product. However, the product links to its predecessor.

In BC, this is marked on the new article SubstitutingArticle.

QUESTION: correct?
ANSWER: There is a table called ItemSubstitutionEntry. They are currently not using it. Possibly used for future substitutions (to be evaluated in 2023-03/04). But the legacy data will come from Excel.

We get a chain of articles, C replacing B replacing A, etc.

QUESTION: who is maintiaining this replacement chain?
ANSWER: This is coming from the supplier, but no automatic updated foreseen for now.

Negotiate Prices Lists

NOTE: c.f. 2023-02-16 42:00 Idea by power automate consultant: we should build
- Data
- Price Lists (Customer price group)
- Cost prices
- Rebates
- Reports
- shared with customer (45:00)
- internal / calculation (including margins)
- volume ordered
- Export

  • bought
  • available

There are different prices:
- list price
- price 1
- price 2
- price 3

There are the following groups:
- PricingDiscountGroup
- PricingGroup
- ArticleDiscountGroup
- ArticleGroup

Delivery

NOTE: later stage

Sales Visit

NOTE: later stage