A Customer Service Representative can execute the Order Handling Solution Scenario by logging on, initiating a request, providing details using forms, and submitting the data for processing. A Business Manager can view and analyze information using the various graphs and diagrams displayed in the reports generated.
Roles | Order Entry widget | All reports | Process instance widget |
---|---|---|---|
Customer Service Representative | Yes | N/A | N/A |
Business Manager | N/A | Yes | Yes |
The roles for the Solution Scenario are given in the following table.
Group | User | User ID | Password |
---|---|---|---|
Customer Service Representative | Jay Walk | tc_jay | password |
Business Manager | Martha Green | tc_martha | password |
Ensure that the following prerequisites are complete before you execute the Solution Scenario.
When using Business Space to view the Solution Scenario execution, you need to log in to the Business Space. This involves providing login details and viewing various pages that are part of the Order Handling space.
After logging on to the Order Handling space, an order request can be created for a customer. The creation of this request involves accepting the customer details and selecting a product for the customer.
The Customer Service Representative searches for an existing customer and retrieves the details for the customer. The customer details are to be provided in the Search Customer form available on the My Tasks page in the Order Handling space. This form can be used for providing details for an existing as well as new customers. The Search Customer form provides three options to search the details of an existing customer. You can search the customer using the Customer Name or the alternate information, such as fixed line phone number or Order Id. The customer details are stored and retrieved from the database for the Order Handling Solution Scenario.
After the customer details are received, the Select Products form is displayed in the Task Information widget. The product details are retrieved from the database for the Order Handling Solution Scenario. After the products are provisioned, the order summary is displayed in the Order Summary form.
After the order is successfully created, the order fulfillment date can be viewed in the Notify Customer form.