Functional Design - [CORE] Price Settings

Business Goals

<To describe the goals that the process wants to achieve, some examples for reference: harmonize Opportunity reporting cross Solvay, have a clear view on the opportunity pipeline and forecast>

Process Flow

<to describe Functional Process description by Actors, so the business rules and expected system behavior, also need to include the process flow>

Instructions for functionals to build a Flow (these instructions should be deleted after the page is published):

Step 1: Make a copy of this page to create your process and then move it to the right place

Step 2: Go to google drive and download the template.drawio (it contains the process flow, use cases and data model diagrams)

Step 3: build the flow using draw.io

            go to draw.io, choose the option Open Existing diagram and select the file downloaded before

            On the left bottom corner, click on more shapes, on the left-side panel scroll down until you find BPMN 2.0

            please select the checkbox to have the BPMN symbols available in the draw.io left pane 

Step 4: build the flow, please see the example below for reference

            More examples: https://app.diagrams.net/#G1MVufmWiJKTX4zL575PT2Ro6vS9BghNxM

            This diagram is using BPMN (Business Process Model and Notation), here is the complete specification of the standard

Step 5: make sure the diagram is stored in the google drive folder https://drive.google.com/drive/folders/1dQz9HfEYZsHwZRRpl8k23QuYjNY85Vou

Step 6: On the flow created, go to File > Embed > IFrame > push Create button > copy the code generated

Step 7: on your confluence page edit the HTML component below and replace the code

            or

            on top of the page, go to , click the down arrow, select Other macros, search for HTML, select it and then, click Insert. Then, paste the code inside the component.

End of Instructions

Data Model

<The data model displays the entities involved and how they are related in the process.>

Instructions:

Step 1: Determine the relationship between objects:

             if the relationship is one-to-one, (example: a case is linked to one single account) we add 1 in both side corners

             if the relationship is one-to-many (example: an account is linked to one or more cases; one opportunity is linked to one or more realized sales) we add n at the farthest corner

Step 2: use the same process as described in the Process flow paragraph to build the flow  

Step 3: Validate the data model and relationships with the developer

Step 4: Update data dictionary - <insert link>

End of instructions