Beginner
Set Up a Sample Lead-to-Cash Business Process
October 4, 2021
Created by
November 20, 2019
15 min.
Set up a pre-configured Lead-to-Cash business process to experience the process visibility capability.
You will learn
- How to import a sample Lead-to-Cash visibility scenario
- How to import the events for sample Lead-to-Cash business process
- How to gain visibility on the Lead-to-Cash business process
- How to quickly get started with the process visibility capability using a sample Lead-to-Cash business process
Prerequisites
Set up SAP Workflow Management service. For more information, see the Set Up Workflow Management in Cloud Cockpit tutorial.
Lead-to-Cash is a business process that provides sales insights, eliminates process inefficiencies, and ensures accurate reporting on business performance and future trends.
In this tutorial, you can learn how to gain visibility on a sample Lead-to-Cash business process using the process visibility capability. You are provided with a JSON file containing events and a zip file that contain the visibility scenario using which you can easily try out the capabilities of process visibility.
Step 1: Download files from GitHub
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Use the following link to access GitHub.
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Choose the
LeadToCashEvents.jsonfile.
This downloads the
LeadToCashEvents.jsonfile to your local system. -
Now, from the GitHub, choose the
LeadToCash.zipfile.
This downloads the
LeadToCash.zipfile to your local system.You now have the two downloaded files in your local system with events and visibility scenario relevant to Lead-to-Cash business process.
Step 2: Import events
In this step, you will import the LeadToCashEvents.json file to the Event Acquisition application.
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Open the Event Acquisition tile from the Workflow Management dashboard.
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Choose the Import icon.
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In the Import From File dialog, browse for the
LeadToCashEvents.jsonfile present in your local file system.
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Choose Import.
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Check if the events are imported successfully, by choosing the View Filter Settings icon.
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Choose the Process Definition ID option to filter the events. In this tutorial, for the Lead-to-Cash business process, provide the value as
L2Cand choose OK.
You can view the list of events imported for the
L2Cprocess definition ID.
Step 3: Import the visibility scenario
In this step, you will import the LeadtoCash.zip file to the Configure Visibility Scenarios application.
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Open the Configure Visibility Scenarios tile from the Workflow Management dashboard.
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Choose the Import Scenario icon.
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In the Import Scenario dialog, browse for the
LeadtoCash.zipfile present in your local system and choose Import.
You can now see the visibility scenario imported for a Lead-to-Cash business process as shown.
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Choose the Lead to Cash visibility scenario from the list and choose Activate.
You will see a message upon successful activation of the scenario.
Step 4: Process the data
In this step, you can process the data of the activated visibility scenarios using the Monitor Visibility Scenarios application.
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Choose the Monitor Visibility Scenarios tile from the Workflow Management dashboard.
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Choose the Lead to Cash scenario definition, then choose Process Data.
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On successful processing of data, choose the refresh icon to view the processing information listed out under Processing Information.
Step 5: Track the visibility scenario
In this step, you will be able to track the progress of the visibility scenario using the visual representation in the Process Workspace application.
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Choose the Process Workspace tile from the Workflow Management dashboard.
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Choose the Lead to Cash visibility scenario.
You can view the overview page for the Lead to Cash visibility scenario as shown below. You can view information such as open orders, cycle time, open orders by product category, and so on.
You can customize the cards displayed on the overview page by modifying the visibility scenario in the Configure Visibility Scenarios application. For more information on creating and enhancing a scenario, see Create a Scenario documentation.