Did you download the free whitepaper from the last post?
https://faoblog.com/practices-ap-shared-services-model/
We had given an overview of AR processes in the few posts prior to that.
https://faoblog.com/processes-ar-general-process-understanding/
https://faoblog.com/processes-ar-general-process-understanding-2/
https://faoblog.com/processes-ar-general-process-understanding-3/
https://faoblog.com/processes-ar-general-process-understanding-4/
In the list of processes that I had shared initially, I hadn’t included the Order Management processes, since most of the times, this remains as a voice based process.
Nevertheless, I will cover it today.
An Order Management process primarily comprises of the following stages:
- Receiving a purchase order from a customer
- Validating the identity of the person placing the order
- Logging the order in the system
- Verifying the order quantum with the approved levels of regular customers
- Forwarding the details to the billing and delivery departments for execution
- In case of pre-specified rules, both general and customer specific, validating the PO based on these rules and communicating with the customer on the same if needed.
I will cover this in more detail in the next post as the Order Management is a lot dependent on the mode of transmission of the PO.
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