Please enable JavaScript.
Coggle requires JavaScript to display documents.
UF Operations - Coggle Diagram
UF Operations
CRM
Operations
Create a new customer
Create a new Opportunity
Convert an opportunity to Sales
Amend an Opportunity
Questions
Where is the Master DB (CRM/ERP..etc?)
What gets updated when a customer is created?
What gets updated when an Opportunity is converted?
Where is the product DB?
ERP
Operations
Create an Invoice
Register a payement
Refund an invoice / Credit note
Questions
What are the revenue accounting rules when an invoice is created?
Is there analytical accounting?
How are PAYG / PAYM accounting entries?
Consumption
Operations
Balance on accounts
Questions
Where is the billing engine?
Where do we update the selling rates?