Exam 10: The Order Entrysales Oes Process

The OE/S process handles the processing and shipment of a customer order while another process actually bills the customer. With such a configuration, you would not expect the OE/S system to interface directly with the ____.

The system that enables users of an ERP system to view source documents from any location is:

The control plan confirm input acceptance helps to achieve the sales order input control goal of:

For companies using enterprise systems, CRM systems often share the same underlying database.

______________________________ expect convenient and timely access to information about their order from order initiation, through product delivery, and until after the bill had been paid.

Input devices that capture printed images or documents and convert them into electronic digital signals that can be stored in computer media are called ______________________________.

The buzzword in CRM which means the grouping of customers into categories based on key characteristics is ______________________________.

A picking ticket is affixed to the inventory package sent to the customer and identifies the customer and the contents of the package.

The order entry/sales (OE/S) process includes the first four steps in the order-to-cash process: presales activities; sales order processing; picking and packing the goods; and shipping.

TB Figure 10.11 is the annotated systems flowchart for the order entry/sales process. TB Figure 10.12 is the related control matrix. Following the control matrix is a description of the first control plan, P-1. Required: Using the format shown for control plan P-1, write descriptions for control plans P-2, P-10, P-14, P-15, and M-1. P-1: Anter customer order close to whers the ordar is receivad Affectivans goals a and C. effeient employment of resourees: Use of this stratepy places CSRs in a pasition to pracess custamer arders inmediately, and being farniliar writh the arders allaws the CSRs to input the arders mare quickly, which leads to tinely ackowledgements and shipments and more arders processed by each representative (efficiency). sales ordar input completeness: By having the CSRs enter the sales data rather than forwarding to a data entry function, the risk of arders getting lost should be reduced. sales order inpud accuraey: Because CSRs are farriliar with the type of data being entered and can correct any ingut errors "an the spot," input accuracy should be ingraved.

The OE/S process helps support the decision needs of the accounting department.

The ______________________________ master data is updated to reflect the fact that the goods have been picked, packed, and shipped.

In the E-R diagram for OE/S, SHIPMENTS generate the SALES_INVOICES.

For companies using enterprise systems, customer relationship management (CRM) systems often share the same underlying ______________________________.

Below is a narrative of the "Validate sales order" portion (i.e., bubble 1.0) of the order entry/sales process. Narrative Description How does the OE/S process then validate a customer order? First, process 1.1 verifies the availability of the requested inventory by consulting the inventory master data. If a sufficient level of inventory is on hand to satisfy the request, the order is forwarded for further processing, as depicted by the data flow "Inventory available order." Conversely, if a customer orders goods that are not in stock, process 1.1 runs a special back order routine. This routine determines the inventory requirement necessary to satisfy the order and then sends the back order request to the purchasing department. This activity is depicted by the "Back order" data flow, which in reality is a specific type of exception routine (i.e., a specific type of reject stub). If the customer refuses to accept a back order, then the sales event is terminated and the order is rejected, as shown by the "Reject" data flow. Information from the order (e.g., sales region, customer demographics, and order characteristics that reflect buying habits) that has potential value to marketing is recorded in the marketing data store. After assuring inventory availability, process 1.2 establishes the customer's existence and then evaluates credit. The credit check adds the amount of the order to accounts receivable balances and open sales orders (i.e., orders about to be receivables), and compare that total to the credit limit. If the customer has exceeded their credit limit, the order is rejected. Upon a successful credit approval, process 1.3 performs the following activities simultaneously: $\text {Updates the inventory master data to allocate the quantity ordered to the 5 ales order. The}$ $\text { inventory balance could actually be reduced at this tine to save alater update of the }$ $\text {inventary master data.}$ $\text {Updates the sales arder master data ta indicate that a completed sales arder has been }$ $\text {created.}$ Required: From the DFD in TB Figure 10.4 and the narrative description above, explode bubble 1.0 into a lower-level diagram showing the details of that process by identifying the words that belong in items 1 to 18 (TB Figure 10.5).

The flow of information from the OE/S process to marketing managers is an example of ______________________________ information flows.

A document that is used when filling a sales order to authorize the movement of goods from a warehouse to shipping is called a:

______________________________ systems use the Internet to automate and manage purchases and the vendors from which these purchases are made.

______________________________ tools can be used by marketing managers to connect with customers, to learn what they like and don't like, and about new products that they want.

______________________________ are sent to customers to notify them that their orders have been accepted and to inform them of the expected shipping date.