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3.1.9.1 - SD - Sales Plan - V1.0
3.1.9.1 - SD - Sales Plan - V1.0
3.1.9.1 - SD - Sales Plan - V1.0
Order to Cash
Sales Plan
Document control
Document information
Document location
Reviewers
Date Reviewed By Role Signature
Enter Date Haroon Azhar Power User Sales & Distribution
Enter Date Khwaja Nizamuddin IT Key User Sales & Distribution
Note: I have read this document and fully understand that this process will become part of SAP system.
Reference documents
Document Location
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Table of contents
1. INTRODUCTION.........................................................................................................................................................1
1.1 DOCUMENT PURPOSE AND STRUCTURE.............................................................................................................1
1.2 DOCUMENT SCOPE AND CONTEXT......................................................................................................................1
2. MANAGING VOLUME AND SALES REBATE.....................................................................................................2
2.1 PROCESS MODEL*................................................................................................................................................2
2.2 PROCESS DESCRIPTION*.....................................................................................................................................2
2.3 PROCESS STEP DESCRIPTION*...........................................................................................................................2
2.4 PROCESS REPORTING REQUIREMENTS..............................................................................................................6
2.5 PROCESS RISKS AND CONTROLS*......................................................................................................................6
2.6 WRICEF REQUIREMENTS....................................................................................................................................7
2.7 DESIGN RISKS AND ISSUES..................................................................................................................................7
APPENDIX A BUSINESS DEFINITIONS (GLOSSARY)........................................................................................9
APPENDIX B LEGENDS..............................................................................................................................................10
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1. Introduction
1.1 Document Purpose and Structure
The Business Process Design (BPD) document purpose is to describe the business process design for each
Level 3 process.
The BPD is driven by content from the VISIO process models, these models capture the process and are
used to drive the detailed design, build and testing activities following in the delivery lifecycle.
1.2 Document Scope and Context
Purpose: To provide the reader with an overview of the business area and processes covered by this BPD
document, and to explain how the content of the document has been developed.
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2. Sales Plan
Purpose: This section provides the reader with a list of each of the process steps within the VISIO process
model, and a tabulated set of standard information relating to each step. This information includes a
description of the step, identification of who within the business performs the step, which IT system is used,
which transaction within the system is used. This table should be read alongside the VISIO process model to
ensure the reader understands what lies within each process step.
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Step ID 1A
Description Sales Plan criteria will be finalized with the Management and Head of sales. Criteria can be
customer specific, Product specific or it can be other specific as well.
Business Gatron Novatex Krystalite G-Pac Corp, Cristal
Segment plastic, Perimeter, G&T
global, Nova Mobility
Role Name Internal Sales Internal Sales Internal Sales Internal Sales
Representative Representative Representative Representative
SAP Module SAP Sales & SAP Sales & SAP Sales & SAP Sales &
Distribution Distribution Distribution Distribution
SAP Fiori App – Manage Fiori App – Manage Fiori App – Manage Fiori App – Manage
transaction sales plan sales plan sales plan sales plan
code and
description
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Step ID 3
Description Based on the input data in sales plan, it can either be approved or rejected.
Business Gatron Novatex Krystalite G-Pac Corp, Cristal
Segment plastic, Perimeter, G&T
global, Nova Mobility
Role Name Contract Manager Contract Manager Contract Manager Contract Manager
SAP Module SAP Sales & SAP Sales & SAP Sales & SAP Sales &
Distribution Distribution Distribution Distribution
SAP Fiori App – Manage Fiori App – Manage Fiori App – Manage Fiori App – Manage
transaction sales plan sales plan sales plan sales plan
code and
description
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2.1 Process Reporting Requirements
Purpose: This is a list and supporting description of the reports that are associated with the business process
being covered by this part of the BPD. These reports may provide the data that supports the Management
Information, or they may be reports that are generated to meet other business and regulatory needs. The
reports will provide key information about the performance of the specific business activities that they cover. In
case the requirement is not covered in standard reporting then it should also be captured in the WRICEF list.
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N/A N/A N/A N/A N/A
Purpose: This section provides a list of Risks and Issues relating to this process that have been captured on
the Program Risks, Assumptions, Issues and Dependencies (RAID) log and have not yet been resolved.
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Appendix A Business Definitions (Glossary)
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Appendix B Legends
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