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UBPL Introduction

Actor Definitions

General Business Process Stories

• Marketing
  • Product

...

• • Marketer Maintains Product Information
  • Marketer Maintains General Site Content
  • Product Market Study
  • Advertising
  • Customer Tracking
• Purchasing
  • Sales Forecasting
  • Inventory Level Monitoring
  • Buyer Places Purchase Order

Receive Invoice

Send Payment

Sales

Communicate Product Information

Trigger: Request for Information

Prepare and Deliver Quote

Trigger: Request for Quote

Create Sales Order from Quote

Trigger: Quote Accepted

Receive Sales Order

Trigger: Order received for listed prices (ie no quote)

Online Sales (ecommerce)

Find Product

Add to Cart

Remember Product with Shopping List

Create Account (Profile)

Edit Account (Profile)

Checkout with Account

Checkout without Account ("anonymous" checkout)

Review Order History and Status

Cancel Order

Request Quote from Cart

• • Accountant Receives Invoice and Sends Payment
  • Pay Invoices (AP)

• Sales (Managed, Online, etc)
  • Sales Representative Seeks Prospects and Opportunities
  • Customer Finds Product
  • Placing Customer Adds Product to Cart
  • Customer Creates and Edits Account (Profile)
  • Sales Representative Leads Prospects from RFQ to Sales Order
  • Placing Customer Places a Sales Order (Through CSR)
  • Placing Customer Places a Sales Order (Online Checkout)
  • Placing Customer Places a Sales Order (Through EBay)
  • Customer Reviews Order History and Status
  • Customer Cancels Order
  • Customer Requests Quote from Cart
  • Customer Places

...

• • Order for Quote
• Order Processing
  • Company Approves Sales Order

...

Fulfillment

Send Invoice

Receive Payment

Warehouse Management

Receive Purchase Order

Trigger: Package arrives with PO#

Receive Return

Trigger: Package arrives with RMA

Receive Other

Trigger: Package arrives with no ID

Put Away

Trigger: Incoming inventory processed and ready for storage.

Stock Move - Bulk to Pick

Trigger: Quantity at pick location drops below threshold.

Stock Move - Optimize Locations

Trigger: Based on touch frequency or other report showing a non-optimical location, move inventory to match frequency or other criteria.

Manufacturing

...

• • Company Fulfills Sales Order
  • Accountant Sends Invoice and Receives Payment
  • Carrier Does Not Deliver Shipment to Customer
  • Carrier Returns Undeliverable Shipment to Company
• Return Management
  • Customer Returns Product
  • Company Processes Return Received
• Warehouse Management
  • Shipment Receiver Receives Shipment
  • Inventory Mover Puts Away Inventory
  • Inventory Mover does Stock Move
  • Inventory Mover Checks Physical Inventory
  • Shipment Receiver Receives Shipment with Packing Slip but No PO
• Manufacturing
• AP
  • Record Vendor Invoice
  • Paying Invoices
• Financial Management
  • Budgeting
  • Internal Financial Analysis (management metrics, balanced score card)
  • External Reporting (government, investors, etc)
• Accounting
  • Financial Accounts
  • Bank Reconciliation
  • Imprest System of Petty Cash

Stories for Specific Types of Organizations

• Story of Online Retail Company
• Story of Manufacturer
• Story of Professional Services Company
• Story of OFBiz Service Provider
• Story of OFBiz Service Provider Alliance
• Story of Apache Open Source Project
• Story of Apache Software Foundation