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Set Up a Sample Lead-to-Cash Business Process

Set Up a Sample Lead-to-Cash Business Process

Beginner
15 min.
SAP Business Technology Platform, Beginner, Tutorial
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
KavyaGowda-UAKavya M GowdaOctober 4, 2021
Created by
Deeksha-R
November 20, 2019
Contributors
KavyaGowda-UA
Deeksha-R

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

    1. Use the following link to access GitHub.

    2. Choose the LeadToCashEvents.json file.

      GitHub

      This downloads the LeadToCashEvents.json file to your local system.

    3. Now, from the GitHub, choose the LeadToCash.zip file.

      GitHub2

      This downloads the LeadToCash.zip file 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

    In this step, you will import the LeadToCashEvents.json file to the Event Acquisition application.

    1. Open the Event Acquisition tile from the Workflow Management dashboard.

      Event Aquisition App

    2. Choose the Import icon.

      Import event

    3. In the Import From File dialog, browse for the LeadToCashEvents.json file present in your local file system.

      Import event

    4. Choose Import.

      Import from tile

    5. Check if the events are imported successfully, by choosing the View Filter Settings icon.

      View Filter

    6. Choose the Process Definition ID option to filter the events. In this tutorial, for the Lead-to-Cash business process, provide the value as L2C and choose OK.

      Process Definition ID

      You can view the list of events imported for the L2C process definition ID.

      Process Definition ID list
  • Step 3

    In this step, you will import the LeadtoCash.zip file to the Configure Visibility Scenarios application.

    1. Open the Configure Visibility Scenarios tile from the Workflow Management dashboard.

      config scenario

    2. Choose the Import Scenario icon.

      import scenario

    3. In the Import Scenario dialog, browse for the LeadtoCash.zip file present in your local system and choose Import.

      browse

      You can now see the visibility scenario imported for a Lead-to-Cash business process as shown.

      imported scenario

    4. Choose the Lead to Cash visibility scenario from the list and choose Activate.

      Activate

      You will see a message upon successful activation of the scenario.

  • Step 4

    In this step, you can process the data of the activated visibility scenarios using the Monitor Visibility Scenarios application.

    1. Choose the Monitor Visibility Scenarios tile from the Workflow Management dashboard.

      monitor scenarios

    2. Choose the Lead to Cash scenario definition, then choose Process Data.

      Process Data

    3. On successful processing of data, choose the refresh icon to view the processing information listed out under Processing Information.

      Refresh
  • Step 5

    In this step, you will be able to track the progress of the visibility scenario using the visual representation in the Process Workspace application.

    1. Choose the Process Workspace tile from the Workflow Management dashboard.

      process workspace

    2. Choose the Lead to Cash visibility scenario.

      L2C

      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.

      L2C overview

      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.

    Which application do you use to view the imported business scenario?

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