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Business Process Analysis Worksheets

and Guidelines

Procedures for Developing Business Processes in ebXMLv1!

Business Process "ea#

1! May $!!1

(This document is the non-normative version formatted for printing, July 2001)

Copyright !"C#$%CT and &%'', 2001 %ll *ights *eserved


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+usiness rocess Team ay 2001


This document and translations of it may .e copied and furnished to others, and derivative /ors that comment onor other/ise eplain it or assist in its implementation may .e prepared, copied, pu.lished and distri.uted, in /holeor in part, /ithout restriction of any ind, provided that the a.ove copyright notice and this paragraph are includedon all such copies and derivative /ors o/ever, this document itself may not .e modified in any /ay, such as .yremoving the copyright notice or references to e.34, !"C#$%CT, or &%'', ecept as re5uired to translate itinto languages other than #nglish

The limited permissions granted a.ove are perpetual and /ill not .e revoed .y e.34 or its successors or assigns

This document and the information contained herein is provided on an 6%' '6 .asis and e.34 7'C4%'%44 8%**%!T#', #3*#'' &* 4#7, !C47!9 +T !&T 4T#7 T& %!: 8%**%!T:T%T T# '# &$ T# !$&*%T&! #*#! 844 !&T !$*!9# %!: *9T' &* %!: 4#78%**%!T#' &$ #*C%!T%+4T: &* $T!#'' $&* % %*TC4%* *&'#

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"able of %ontents

1Status of this Document...............................................................................................................7

2ebXML Participants....................................................................................................................8

3Introduction..................................................................................................................................9

3.1Summary.................................................................................................................................9

3.2Audience...............................................................................................................................10

3.3Related documents................................................................................................................10

3.4Document conventions.........................................................................................................11

Desi!n "b#ecti$es.......................................................................................................................12

4.1Goals/objectives/reuirements/!roblem descri!tion............................................................12

4.2"#e analo$y..........................................................................................................................13

4.3%aveats and assum!tions.....................................................................................................14

%&or'sheet (ased )na*+sis "$er$ie,.......................................................................................1%

&.1'asic $uidelines (or (illin$ out )or*s#eets...........................................................................1+


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=228hat is the .oundary of the .usiness area22

+.3,or*s#eets............................................................................................................................23

=>1+usiness reference model2>

=>2+usiness area2>

=>>rocess area2?=>?dentify .usiness processes2?

10227etail transaction activities only if necessary>?

10.3,or*s#eets..........................................................................................................................3&

11(usiness Information Description..........................................................................................37

11.1Goals..................................................................................................................................3-

11.2Guidelines...........................................................................................................................3-

11.3,or*s#eets..........................................................................................................................3

11>1+usiness information contet>B11>27ocument content description>;

11>>Content mapping>;

1.(usiness Process Identifier 4amin! Scheme..........................................................................1

2.he Porter 5a*ue /hain...........................................................................................................3

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3.Drop Ship Scenario 6amp*e...................................................................................................%

'usiness !rocess identi(ication and discovery 'R1.0directtocustomerdro!s#i!retail

model.........................................................................................................................................4-

+usiness areas?B

7irect to customer retail process areas


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+T-B?-Create-vendor-purchase-orderB0

+T-B

+T-BA-'hipment-notificationB> of ;;



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1! Business "ransactions and Authori? of ;;



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information *efer to the eamples in %ppendi C, to see ho/ +usiness Transaction activitydiagrams are represented in +usiness Transaction Transition Ta.le forms

1.3 )or(s!eets

orm (usiness ransaction

orm ID rovide an 7 for this form so other forms can reference it (


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espondin!

(usiness

)cti$it+ timeK timeK timeKtrue orfalseK

true orfalseK

!&T-%4C%+4#

!&T-%4C%+4#

rovide a +usiness Transaction Transition Ta.le if needed 'ee guidelines section H7etailTransaction %ctivities &nly f !ecessaryI

orm (usiness ransaction ransition ab*e

orm Id rovide an 7 for this form so other forms can reference it (uard /ondition

!ame of theHfromIactivity Theey/ord'T%*T shall.e used for thefirst activityK

%*e5uesting"nitiating %ctivity*ole or !&T-%4C%+4# !&T-%4C%+4#is to .e used

/hen the $rom%ctivity is'T%*TK

7ocumentname or!&!#K

!ame of thedestinationactivity orey/ord #!7or ey/ordC&!T*&4-$%4#7K

% *esponding%ctivity *ole or!&T-%4C%+4#K

% .oolean epressiondefining or descri.ingthe condition for thetransition or !&!#K

!ame of thelast activity.efore the#!7 stateK

%ppropriaterole nameK

!&!# #!7 !&T-%4C%+4#

#pression of theguard conditionK

!ame of thelast activity.efore the

C&!T*&4-$%4#7stateK

%ppropriaterole nameK

!&!# C&!T*&4-$%4#7

!&T-%4C%+4#

#pression of theguard conditionK

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11 Business (nfor#ation Description

11.1 Goals

The goal of this set of /orsheets is to identify the information re5uirements for the .usinessdocuments specified in the .usiness transactions

11.2 Guidelines

The first step in specifying .usiness documents in a .usiness process and information model, is

to attempt to reuse .usiness information o.@ects in a +usiness 4i.rary f an eisting .usinessdocument cannot .e found then, domain components from 7omain 4i.raries and corecomponents from the Core 4i.rary can .e used ntil the +usiness 4i.rary is .uilt up, orimported from a credita.le source, core components are liely to .e referred to fre5uently, tofirst add to the repertoire of .usiness information o.@ects in the +usiness 4i.rary, and second, tocreate .usiness documents

The steps for completing these /orsheets are as follo/sF

a) 'ee /hat attri.utes are availa.le in .usiness information o.@ects in the availa.le +usiness4i.raries that can .e used in a .usiness document

.) f .usiness information o.@ects /ith appropriate attri.utes as re5uired for .usiness documentsare not availa.le, ne/ .usiness information o.@ects must .e created

c) 4oo for re-usa.le information components in the .usiness li.rary and the Core 4i.rary ascandidates for .usiness information o.@ect attri.utes Tae contet into account, as specifiedin the .usiness process and information models #tend eisting .usiness informationo.@ects, domain components, and core components as re5uired

d) %dd the ne/ attri.utes to eisting .usiness information o.@ects, or introduce ne/ .usinessinformation o.@ects through a registration process that manages changes to the +usiness4i.rary

e) se the ne/ attri.utes, no/ in the +usiness 4i.rary, as needed in creating the .usinessdocuments

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11.3 )or(s!eets

11'1 Business infor#ation conte=t

The +usiness nformation Contet form is provided as convenience for aggregating contetualvalues that effect the analysis of .usiness information t is intended that this information .eo.tained from other forms $or eample, ndustry 'egment is specified in the +usiness*eference odel form f there is no value for an entry, enter !&T-%4C%+4# or !&!#/hich ever is appropriate

orm (usiness Information /onte6t

orm Id rovide an 7 for this form so other forms can reference it (eo!raph+

@/onditions @e!ion

>eoPo*itica* Le!is*ati$e@

e!u*ator+@ /u*tura*

)pp*ication Processin!

(usiness Purpose @Domain

Partner o*e

Ser$ice Le$e* ;profi*es B not

preferences.B of ;;



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11'$ Docu#ent content description

7escri.e each element or group of elements in the document 4ogically related elements can .e placed in separate forms ($oreample, a document may have logically three parts, a header, .ody, and summary The .ody may have further logical partitioning)ossi.le values for &ccurs includeF 1 (one instance), 01 (Gero on one instance), 0W (Gero or more instances), 1W (one or moreinstances), or nm (n to m instances /here n is less than m) nformation HloopingI is specified through appropriate occurs valuesossi.le values for 7ata Type include primitive data types P such as integer, string, date-type P or a $orm d of another Content7escription $orm *eferencing another Content 7escription $orm d represents information hierarchy and nesting f you happen tono/ the name of a reusa.le component from an domain li.rary or the Catalog of Core Components, then you %: reference it The'emantic 7escription '%44 .e stated in .usiness terms and '%44 .e unam.iguous

orm /ontent Description

orm Id rovide an 7 for this form so other forms can reference it (; of ;;

Copyright e.34 2001 %ll *ights *eserved


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orm /ontent Mappin!

orm Id rovide an 7 for this form so other forms can reference it (


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1 Business Process (dentifier 7a#ing&che#e

t is recommended that the naming scheme, +usiness dentifier !aming 'cheme, descri.ed inthis appendi .e applied to uni5uely identify significant o.@ects of an e.34 compliant.usiness model These o.@ects directly relate to the layers of the etamodel 'pecificallythe +usiness &perations ap (+&) /ith a +usiness rocess dentifier naming 'cheme(+!'), the +usiness *e5uirements Die/ /ith a +usiness Colla.oration dentifier 'cheme(+C!') and the +usiness Transaction Die/ /ith a +usiness Transaction dentifier 'cheme(+T!')

% +!' naming scheme format is defined .y F

.pidFRagencySFRagency-idSFR.usiness-process-nameSURma@or-version-num.erSRminor-version-num.erS

% +C!' naming scheme format is defined .y F

.cidFRagencySFRagency-idSFR.usiness-colla.oration-nameSURma@or-version-num.erSRminor-version-num.erS

% +T!' naming scheme format is defined .y F

.tidFRagencySFRagency-idSFR.usiness-transaction-nameSURma@or-version-num.erSRminor-

version-num.erS

8here

b!idis the fied string H.pidI indicating the entire identifier is a .usiness process identifier

bcidis the fied string H.cidI indicating that the entire identifier is a .usiness colla.oration

identifier

btidis the fied string H.tidI indicating that the entire identifier is a .usiness transaction

identifier

a$encyidentifier or name of the agency that o/ns the agency-ids and must be a !*oba**+

uniAue identifier $or eample, 7!' and #%!

a$encyid identifer of the organiGation that o/ns the .usiness process and must be a

!*oba**+ uniAue identifier:o ot#er entity SBA use t#e a$ency identi(ication o( anot#erentity.

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a@or and minor version num.ers are each integers and need to respect any specific *egistry

%uthority conventions defined

The .usiness-process-name, .usiness-colla.oration-name, .usiness-transaction-name should .edescriptive names t is recommended that the descriptive name .e in camel-case The names

must not contain spaces, periods, colons, or dollar signs The organiGation or agency-id thato/ns the .usiness transaction '%44 .e responsi.le for guaranteeing that the identifier isuni5ue

Dalid eamples of .usiness processes using the identifier naming scheme includeF

.tidFean12>?


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$ "he Porter >alue %hain

The follo/ing ta.le sho/s the categories of the orter Dalue Chain DCK and ho/ they map to#conomic #lements concepts This is included as an aid to help users formaliGe theirclassification of the elements of a .usiness process specification

4ormati$e

/ate!or+

4ormati$e Sub

/ate!or+

esource inf*o,s

C outf*o,

Ma#or t+pes of

e$ents

conomic )!ents C

o*es

rocurement +id 'u.mission

Contract!egotiation

urchase &rderreparation

*eceiving

oney

*a/ materials

$acilities

'ervices

Technology

ayments

urchase

urchase &rders

rice Nuotes

Contract!egotiation

+uyer

'eller

Dendor

Cashier

uman *esources iring

Training

ayrollanagement

ersonnel7eployment

oney

urchased trainingmaterials

urchased .enefitpacages

Cash ayments

%c5uisition of la.or

Training

#mployee

'tudent

+eneficiary

Transportation 4oading

'hipping

acaging

*a/ aterials

7elivered *a/aterials

anufactured9oods

7elivered anufact9oods

'hipment

8arehousing Tass

aterial andling

Trucing

+uyer

Dendor

4ogistics 8orer

Trucer

anufacturing roduct7evelopment

roduct 7esign

%ssem.ly

Nuality control

$acilities MTechnology

4a.or

*a/ aterials

$inished 9oods

anufacturing&peration

*a/ aterial ssue

anufacturing Jo.

$actory 8orer

'upervisor

NC nspector

areting M 'ales %dvertising se MCampaigning

aretinganagement

'ales Calling

4a.or

%dvertising 'ervice

7elivered 9oods

roduct 'ervices

Cash

Cash ayment

Customer nvoice

'ale &rder

rice Nuotes

Contract

Customer

'alesperson

Cashier

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4ormati$e

/ate!or+

4ormati$e Sub

/ate!or+

esource inf*o,s

C outf*o,

Ma#or t+pes of

e$ents

conomic )!ents C

o*es

Customer Creditanagement

!egotiation

Customer 'ervice %fter 'ales 'ervice

8arrantyConstruction

4a.or

urchased 'ervices

roduct 8arrantiesand 'ervices

'ervice Call

roduct *epair

'ervice Contract

Customer 'ervice

%gent

Customer

$inancing 4oan anagement

'toc 'u.scriptionsand 'ales

7ividend olicy

Cash

+onds

'tocs

7erivativenstruments

nterest ayments

'toc 'u.scriptions

7ividend7eclarations

Cash *eceipts

'tocholders

+ondolders

nvestment +roers

$inancial anagers

%dministration %ccounting

$inancial *eporting

#ecutiveanagement

#mployee 4a.or #mployee 'ervice

anagementro@ects

anagers

Clers

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' Drop &hip &cenario 3=a#ple

This appendi provides an eample of the /orsheet-.ased analysis for a .usiness referencemodel, H7irect to Customer 7rop 'hip *etailI n many cases, 4 diagrams areprovided %s /ith the rest of this document, it is /or in progress t is our hope that you findthis information helpful in understanding ho/ you can mae these /orsheets /or for you

orm 4umber orm +pe

1X Top level of +usiness *eference odel F defines the Hframe of referenceI of all /orsheets

2X +usiness rocess %rea F $orm that defines the scope of the .usiness area

>X +usiness rocess dentification and 7iscovery F $orms that inventory all .usiness processes

?X +usiness rocess 'ummary !ame form


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Customer-order-management .usiness process summaries-rocess-credit- payment=endor/

(nventory/-eport

)? B"/%heck/

%usto#er/%redit

?B"/

%reate/>endor/

Purch

ase/*rder

/ransport

5? B"/&hip#ent/

7otification

6?B"/

%onfir#/&hip#ent

5b?Physical Delivery

of Goods

8? B"/%harge/

%usto#er/%redit

;?B"/

Present/(nvoice

7otes. &e@uencing is appro=i#ate "ransactions 1 0 $ can occur #ultiple ti#es and in parallel to the

other transactions

i!ure 11- Direct o /ustomer etai* ransaction and Ph+sica* >oods *o, "$er$ie,

orm (usiness eference Mode*

orm Id +*-10-7irect-To-Customer-7rop-'hip-*etail-odel

(usiness eference Mode*

4ame

7*#CT T& C'T* 7*& ' *#T%4 &7#4

Industr+ Se!ment *etail

Domain Scope nternet retail, catalog, distri.ution center, delivery, .illing

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(usiness )reas 7irect To Customer *etail

$inance

"ptiona* for ebXML

(usiness =ustification 7efine more efficient on-line retailer"vendor interaction *educe inventorycarrying costs

$irect /o 'ustomer

)etail

::BusinessArea;;


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/onstraints nternet .ased retail customer service system

8e. .ro/ser limitations

7omestic customer orders only

Sta'eho*ders Customer

*etailer

7irect 'upply *etail Dendor (7'Dendor)

Transport Carrier

Credit %uthority

Process )reas Customer &rder anagement

Customer &rder $ulfillment

Dendor nventory anagement

roduct Catalog #change

"ptiona* for ebXML

"b#ecti$e To deliver a commercial product directly to a customer, in a timely and efficientmanner directly from a product supply source, /ith an online nternet retailertaing the customer order and providing direct customer service management

(usiness "pportunit+ *educe retailer inventory carrying costs 'horten the supply chain from adomestic vendor to a domestic customerO thus save trees, energy and lives

7ote The +usiness %rea diagram (.elo/) sho/s all the process areas in this .usiness area

$irect /o 'ustomer )etail

'ustomer (rder

Management

::ProcessArea;;

'ustomer (rder


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eferences

/onstraints

Sta'eho*ders *etailer


Process )reas ayment

"ptiona* for ebXML

"b#ecti$e

(usiness "pportunit+

Payment

::ProcessArea;;

i!ure 119 (usiness)reaEE inance

Direct to customer retail process areas

PA"?.8"'ustomer"order"management

orm (usiness Process )rea

orm Id %->1-Customer-&rder-anagement

Process )rea 4ame Customer &rder anagement

"b#ecti$e Tae a sales order from an nternet .ased customer

Dalidate a customerEs a.ility to pay for product upon delivery

Tae payment from a customerEs credit card after a product has .een

delivered directly to a customer

Scope $ulfill customer orders using a >rd party supplier for drop ship (customer

direct) deliveryeferences Hmy company Dendor &perations Compliance anualI

(oundar+ of the Process )rea

/onstraints Customer promise of product availa.ility most liely true at a vendor

location /hen a customer order is accepted .y the retailer

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Customer must have sufficient credit to eventually pay for the product after

the product has .een shipped

Sta'eho*ders Customer

*etailer

Credit %uthority

(usiness Processes $irm 'ales &rder

Customer Credit n5uiry

Customer Credit ayment

"ptiona* for ebXML


'ustomer*from Actors+ 2-Customer-&rder-$ulfillment

Process )rea 4ame Customer &rder $ulfillment

"b#ecti$e %llo/ a retailer to instruct a direct supply vendor to deliver (/ithin specificdelivery times) specific product to a specific customer

Scope

eferences Hmy company Dendor Compliance &perating anualI



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(oundar+ of the Process )rea %ctivities directly pertaining to the registration of firm customer sales orders,and credit payment of delivered customer sales orders

/onstraints &n hand product allocation to a customer order .y a vendor immediately

after processing a retailerEs purchase order

&n time product delivery from vendor to customer

mmediate notification .y a vendor to a retailer of a direct to customer

product deliveryO /ith customer service details


7'Dendor

Transport Carrier

Customer

(usiness Processes urchase &rder anagement

'hip 9oods

"ptiona* for ebXML


)etailer

*from Actors+

Purchase (rder Management

::BusinessProcess;;$&endor

*from Actors+

/ransport'arrier

*from Actors+

&hip @oods

::BusinessProcess;;

i!ure 1111 Process)reaEE/ustomer "rder u*fi**ment

PA"?.?"endor"in!entory"management


orm Id %->>-Dendor-nventory-anagement

Process )rea 4ame Dendor nventory anagement

"b#ecti$e To allo/ a direct supply vendor to report Havaila.le on-handI inventory to aretailer



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Scope



/onstraints nventory, .y product 'L identification, is Havaila.le on-handI /ithin the

direct supply vendorEs inventory management systemSta'eho*ders *etailer

7'Dendor

(usiness Processes nventory anagement

"ptiona* for ebXML


$&endor

*from Actors+

,n!entory Management

::BusinessProcess;;)etailer

*from Actors+

i!ure 1112 Process)reaEE5endor In$entor+ Mana!ement

PA"?.4"Product"catalog"e>changeorm (usiness Process )rea

orm Id %->?-roduct-Catalog-#change

Process )rea 4ame roduct Catalog #change

"b#ecti$e To maintain an accurate catalog (list) of a vendorEs products, in a retailerEs.usiness operating systemO especially as vendorEs products are introduced to themaret or eisting products re5uire updated product specifications .et/een thevendor and the retailer

Scope



/onstraints #istence of a valid .usiness operating relationship .et/een a specific

vendor and a retailer, such that products offered .y a vendor can .e in turnoffered to an end customer .y the retailer


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7'Dendor

(usiness Processes 'ales roduct !otification

"ptiona* for ebXML


$&endor

*from Actors+

&ales Product otification


*f rom Actors+

i!ure 1113 Process)reaEEProduct /ata*o! 6chan!e

inancial process areas

PA"?."Payment


orm Id %->


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$&endor

*f rom Actors+ Present ,n!oice


*f rom Actors+

i!ure 111 Process)reaEE Pa+ment

#ustomerordermana"ement business process summaries

BP&"4.8"?-Customer-Credit-ayment

(usiness Process 4ame Customer Credit ayment

Identifier .pidFean12>?


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#ustomer order &ul&illment business process summaries

BP&"4.4"Purchase"order"management

orm (usiness Process Summar+

orm Id +'-??-urchase-&rder-anagement

(usiness Process 4ame urchase &rder anagement



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(usiness )rea 7irect to Customer *etail

ayment business process summaries

BP&"4.3",n!oice"presentment

orm (usiness Process Summar+

orm Id +'-?B- resent-nvoice

(usiness Process 4ame resent nvoice

Identifier .pidFean12>??


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6ceptions Customer fails internal credit checO ie fraud

Customer delivery needs violate *etailers standard terms of sale

Postconditions Dalid customer sales order

Customer is notified of positive sale, and can epect delivery /ithin

promised delivery time

raceabi*it+ !ot %pplica.le

%6#$.2#ustomercreditinquiry

orm (usiness Process :se /ase

orm Id +C-?oa*s *etailer epects the Credit %uthority to perform a credit card chec for a

specified sales amount and in seconds

Preconditions Customer credit card details no/n

Total sales price, including taes, no/n

(e!ins &hen *etailer can present .oth all customer credit card details and a re5uested

total credit amount to .e checed against this customer

Definition *etailer re5uests Credit %uthority to authoriGe the total sales amount against

the customerEs credit amount

The Credit %uthority responds to the *etailer /ith either a positive or

negative credit report on the customer

nds &hen Credit %uthority returns either a positive or negative Customer report

6ceptions Credit %uthority fails to respond to *etailer /ithin an accepta.le period

Postconditions Customer has a reserved credit cash e5ual to the total purchase amount

authoriGed to the *etailer for a 2? hour period


%6#$.3#ustomercreditpayment


orm Id +C--Customer-Credit-ayment

(usiness Process 4ame Customer Credit ayment



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Credit %uthority

Performance >oa*s *etailer epects Credit %uthority to positively charge the CustomerEs credit

for the total sales amount immediately upon re5uest

Preconditions Confirmed shipment, .y Dendor, of purchased product direct to Customer

(e!ins &hen Dendor confirms to *etailer that the specified product prescri.ed on thecurrent updated version of a 7'DendorEs purchase order has .een actuallyshipped to the specified customer

Definition Credit %uthority maes a credit charge against the CustomerEs account, on

.ehalf of the *etailer

Credit %uthority reports, to *etailer, the status of the credit charge

nds &hen Credit %uthority reports .ac to the *etailer that the customerEs credit has

.een charged for the total sales amountO and thus credited to the *etailerEsaccount

6ceptions Credit %uthority reports to *etailer that the customerEs credit account cannot

.e charged /ith total sales pricePostconditions Credit %uthority transfers total sales amount from the CustomerEs account to

the *etailerEs account


%6#$.4urc!aseordermana"ement


orm Id +C-?oa*s 7'Dendor returns a & %cno/ledgment to the *etailer /ithin ? hours of

receipt of the urchase &rder

Preconditions Dalid Customer sales order /ith *etailer

Dalid *etailerP7'Dendor relationO ie terms and conditions

(e!ins &hen *etailer has created a valid urchase &rder *e5uest

Definition pon receiving a urchase &rder *e5uest, the 7'Dendor does a product

allocation to the & against availa.le inventory and returns a positive &%cno/ledgment to the *etailer

nds &hen Dalid positive & %cno/ledgment returned from the 7'Dendor to the

*etailer

6ceptions 7'Dendor does not return any & %cno/ledgment



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7'Dendor returns a negative urchase &rder %cno/ledgement

Postconditions 7'Dendor has allocated correct product to fill urchase &rder

7'Dendor has created all correct instructions for its /arehouse management

system to pic, pac and ship


%6#$.$S!ip"oods


orm Id +C-?oa*s Transport Carrier informs 7'Dendor /ithin seconds of & picup, and

7'Dendor registers & transport tracing num.er /ithin its .usinessoperating system /ithin seconds

Preconditions & has .een piced, paced and is ready to .e shipped

(e!ins &hen 7'Dendor informs Transport Carrier of a & needing to .e delivered to a

specific Customer address

Definition 7'Dendor manifests & /ith Transport Carrier

Transport Carrier registers transport, checs Hship toI details and assigns a

tracing num.er for the shipment

nds &hen Transport Carrier confirms & picup to 7'Dendor and .egin of orderedgoods delivery to Customer

6ceptions Transport Carrier detects that H'hip ToI address is invalid

Transport Carrier fails to confirm & picup

Postconditions Carrier assigns Transport tracing num.er to urchase &rder and informs

7'Dendor of tracing num.er


%6#$.*7nventorymana"ement

orm (usiness Process :se /aseorm Id +C-?


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7'Dendor

Performance >oa*s &nce a day, the 7'Dendor reports their Havaila.le on-handI inventory to the

*etailer

Preconditions Dalid .usiness agreement

(e!ins &hen *epeating event, occurs unsolicited from 7'Dendor to *etailer

Definition 7'Dendor reconciles Havaila.le on-handI inventory and reports only

product availa.ility for those products /hich are agreed upon .et/een*etailer and 7'Dendor

nds &hen *etailer has received a valid Havaila.le on-handI inventory report from

7'Dendor

6ceptions !o Havaila.le on-handI inventory report received

*eported product 5uantiry on hand /ith 7'Dendor is less than any prior

agreed 'afety 'toc level /ith *etailer

Postconditions *etailers .usiness operating system has recorded ne/ Havaila.le on-handI

inventory .y product


%6#$.+Salesproductnoti&ication


orm Id +C-?oa*s !one

Preconditions Dalid 7'Dendor P *etailer .usiness relationship

(e!ins &hen nitial start of the .usiness relationship, for all related products

8henever 7'Dendor has a product specification change or addition that

applies to the *etailer

Definition 7'Dendor initiates a product specification re5uest to Hoffer for saleI the

*etailer

*etailer either accepts product offer, or re@ects the offer

nds &hen *etailer responds to 7'Dendor acceptance or re@ection of product offer for

sale

6ceptions !one

Postconditions &n product acceptance, *etailer can register product for sale to Customers

+usiness rocess %nalysis 8orsheets and 9uidelines age =1 of ;;



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%6#$.,resentinvoice


orm Id +C-??


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Scope

(oundar+

/onstraints

? of ;;



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%#*.2#!ec(customercredit

orm (usiness /o**aboration

orm Id +C-=2- Chec-Customer-Credit

Identifier .cidFean12>?


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orm (usiness /o**aboration Protoco* ab*e

orm Id +CT-A2- Chec-Customer-Credit

Identifier .cidFean12>?-rocess-Credit- ayment



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7'DendorCustomer'ervice

Le!a* steps@reAuirements Confirmed & %cno/ledgment implies a .inding agreement .et/een *etailerand 7'Dendor, per conditions of an eisting .usiness relation and a specificopen urchase &rder

conomic conseAuences ntent to purchase product is made eplicit

7'Dendor allocates on-hand inventory to cover & 'L 5uantity for

immediate direct shipment to customer

Initia*@termina* e$ents Dalid sales order eists

urchase &rder response

Scope Checing 7'Dendor on-hand inventory to determine if a urchase &rder can .eaccepted or re@ected

(oundar+ 'ystems include F

*etailer urchase &rder anagement system

7'Dendor Customer &rder #ntry system

/onstraints Timely response /ithin ? hours of su.mitting & *e5uest

6 Business/ransaction*'reate endor Purchase

(rder+.&tateC'( /)(L"endor-etailer

i!ure 1118 (usiness/o**aborationProtoco*EE /reate5endorPurchase"rder


orm Id +CT-A?-Create-Dendor-urchase-&rder



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urchase &rder 7

Create Dendorurchase &rder

!&T-%4C%+4#

'CC#'' *etailer +usinessTransaction(6Create Dendor urchase&rder6)'tateZ#!7

Create Dendor

urchase &rder

!&T-

%4C%+4#

Create Dendor

urchase &rder

*etailer +usinessTransaction(6Cre

ate Dendor urchase&rder6)'tateZC&!T*&4-$%4#7

Create Dendorurchase &rder

!&T-%4C%+4#

$%4*# *etailer Dendor4ist'tateZ!&-&*#-D#!7&*'

%#*.$S!ipmentinstruction


orm Id +C-=


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&/A)/

&hipment,nstruction::Business/ransactionActi!ity;;6 Business/ransaction*'reate endor Purchase (rder+.&tateC0$ 7

&U''0&&??


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7'Dendornventory anagement

Le!a* steps@reAuirements 7'Dendor declares customer shipment to *etailer

*etailer agrees to .e .illed .y 7'Dendor for original purchase price on the

urchase &rder %cceptance

(for this scenario, 7'Dendor provides free shipping to customers)

conomic conseAuences oint of sale .et/een 7'Dendor and *etailer

Initia*@termina* e$ents nitial P 7'Dendor notifies *etailer of shipment

Terminal P 7'Dendor receives Transport Carrier shipping instruction

Scope !otification of customer shipment .y 7'Dendor

(oundar+ 'ystems includeF

7'Dendor & anagement system

7'Dendor $inancial system 7'Dendor nventory anagement system

*etailer & anagement system

*etailer $inancial system

*etailer Customer 'ervice anagement system

/onstraints *etailer must receive %vanced 'hipping !ote (%'!) as confirmation of productshipment to customer in a timely fashion, and no later than ? hours of physicalproduct shipment from the 7'DendorEs distri.ution point

&/A)/

'onfirm&hipment::Business/ransactionActi!ity;;6 Business'ollaboration*&hipment ,nstruction+.&tateC0$ 7

&U''0&&


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orm Id +CT-A=-Confirm-'hipment



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&/A)/

&U''0&&

?


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)uthoried o*es *etailernventory anagement

7'Dendornventory " Customer 'ervice anagement

Le!a* steps@reAuirements !one

conomic conseAuences !one

Initia*@termina* e$ents 'ee +C-=A-Dendor-nventory-anagement

Scope 'ee +C-=A-Dendor-nventory-anagement

(oundar+ 'ee +C-=A-Dendor-nventory-anagement

/onstraints 'ee +C-=A-Dendor-nventory-anagement

&/A)/

&U''0&&

of ;;



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eZC&!T*&4-$%4

%#*.-Salesproducto&&erin"


orm Id +C-=;-'ales-roduct-&fferingIdentifier .cidFean12>?


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6 Business/ransaction*Product(ffering+.&tateC'(/)(L"


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Le!a* steps@reAuirements

conomic conseAuences

Initia*@termina* e$ents

Scope

(oundar+

/onstraints

&/A)/

&U''0&&


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%usiness transactions and aut!ori8ed roles

%,.1irmcustomersalesorder

orm (usiness ransactionorm Id +T-B1-$irm-Customer-'ales-&rder

Identifier .tidFean12>?


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'(/)(L"


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espondin! )cti$it+

Document

Credit Chec *esponse


orm Id +TTT-B2- Chec-Customer-Credit

rom )cti$it+ rom o*e Document o )cti$it+ o o*e >uard /ondition

'T%*T !&T-%4C%+4#

!&!# *e5uest ChecCredit

*etailerCustomer'ervice

!&!#

*e5uest ChecCredit


Credit Chec*e5uest

rocess CreditChec

Credit%uthorityCredit'ervice

!&!#

rocess CreditChec


Credit Chec*esponse

*e5uest ChecCredit


!&!#

*e5uest ChecCredit


!&!# #!7 !&T-%4C%+4#

CreditChec*esponse'tatusZ9&&7-C*#7T

*e5uest ChecCredit


!&!# C&!T*&4-$%4#7

!&T-%4C%+4#

CreditChec*esponse'tatusZ+%7-C*#7T

%,.3#!ar"ecustomercredit


orm Id +T-B>-Charge-Customer-Credit

Identifier .tidFean12>?-Charge-Customer-Credit

/onstraints Dalid sales order

Confirmed 'hipped product

Initiatin!@eAuestin!

Partner +pe

*etailer


)cti$it+ o*e

%ccounts *eceiva.le


Document

Charge Credit *e5uest

espondin! Partner +pe Credit %uthority

espondin! )cti$it+ o*e Credit %uthority 'ervice

espondin! Document Charge Credit *esponse

+usiness rocess %nalysis 8orsheets and 9uidelines age A; of ;;



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orm Id +TTT-B>-Charge-Customer-Credit


'T%*T !"% !"% *e5uestCreditCharge

*etailChargeCredit

!&!#

*e5uestCreditCharge

*etailChargeCredit

ChargeCredit rocessCreditCharge


!&!#

rocessCreditCharge


ConfirmCredit

*e5uestCreditCharge

*etailChargeCredit

!&!#

*e5uestCreditCharge

*etailChargeCredit

!"% #!7 !"% essage(ConfirmCredit)'tatus Z*#C#D#7

*e5uestCreditCharge

*etailChargeCredit

!"% C&!T*&4-$%4#7

!"% essage(ConfirmCredit)'tatus Z!&T-*#C#D#7

%,.4#reatevendorpurc!aseorder


orm Id +T-B?-Create-Dendor-urchase-&rder



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&/A)/

'reate Purchase (rder::'ommercial/ransactionActi!ity;;

Purchase (rder)e-uest

0$ '(/)(L"


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%,.$endorinventoryreport


orm Id +T-B?


83/99


&/A)/

0$

'(/)(L"


84/99




85/99



'T%*T !"% !"% NueryDendornventory

nventory+uyer !&!#

NueryDendornventory

nventory+uyer nventorynformatio

n Nuery

rocessnventory

nformationNuery

Customer'ervice !&!#

rocessnventorynformationNuery

Customer'ervice nventorynformation Nuery*esponse

NueryDendornventory

nventory+uyer !&!#

NueryDendornventory

nventory+uyer !"% #!7 !"% essage(nventorynformationNuery*esponse)'tatusZ*#C#D#7

NueryDendornventory

nventory+uyer !"% C&!T*&4-$%4#7

!"% essage(nventorynformationNuery*esponse)'tatus Z!&T-*#C#D#7

%,.+S!ipmentnoti&ication


orm Id +T-BA-'hipment-!otification



86/99


'(/)(L"


87/99




88/99


rom

)cti$it+

rom o*e Document o )cti$it+ o o*e >uard /ondition

'T%*T !&T-%4C%+4#

!&!# Confirmationof icup

'hipper !&!#

Confirmation

of icup

'hipper %dvance

'hip !otice

rocess

%dvance 'hip!otice

*etailerCustome

r'ervice

!&!#

Confirmationof icup

'hipper !&!# #!7 !&T-%4C%+4#

essage(H%dvance 'hip!oticeI)'tateZ*#C#D#7

Confirmationof icup

'hipper !&!# C&!T*&4-$%4#7

!&T-%4C%+4#

essage(H%dvance 'hip!oticeI)'tateRS*#C#D#7

%,.-roducto&&erin"


orm Id +T-B;-roduct-&ffering



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&/A) /

&ubmit Product 'atalog

(ff ering::)e-uest'onfirmAct i!ity ;;

0$6 Product'atalogAcceptance.&tatusC

A''0P/0$"A&", & 7

'(/)(L"


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%,.1resentinvoice


orm Id +T-B10-resent-nvoice



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orm Id +TTT-B10-resent-nvoice


'T%*T !&T-%4C%+4#

!&!# resentnvoice

ayee !&!#

resentnvoice

ayee nvoice rocessnvoice

ayor !&!#

resentnvoice

ayee !&!# #!7 !&T-%4C%+4#

essage(HnvoiceI)'tateZ*#C#D#7

resentnvoice

ayee !&!# C&!T*&4-$%4#7

!&T-%4C%+4#

essage(HnvoiceI)'tateRS*#C#D#7 &*Three8ayatach(nvoice)'tateZD%47

%usiness in&ormation description

urc!ase order

Purchase order business information conte>t

orm (usiness Information /onte6t

orm Id +C-101-urchase-&rder

Industr+ Se!ment *etail

(usiness Process +C-eo!raph+ @/onditions

@e!ion

!orth %merica

>eoPo*itica* Le!is*ati$e@

e!u*ator+@ /u*tura*

!&T-%4C%+4#

)pp*ication Processin! !&T-%4C%+4#

(usiness Purpose @Domain 'ee +C-


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/ontracts@)!reements Hy +usiness %greement 8ith y DendorI

+usiness rocess %nalysis 8orsheets and 9uidelines age ;2 of ;;



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'$"5.8"(rder


orm

Id

C7-;1-&rder

*ement@/omponent 4ame "ccurs Data

+pe

ie*d

&idth

Semantic Description 4otes

&rder eader 1 !"% The &rder eader contains the headerinformation of the order

&rder 7etail 01 !"% The &rder 7etail contains the line item andpacage details of the &rder

&rder 'ummary 01 !"% The &rder 'ummary contains the summaryinformation of the order, typically totals ofnumerical fields

'$"I.I"(rder"summary


orm

Id

C7-;2-&rder-'ummary

*ement@/omponent 4ame "ccurs Data

+pe

ie*d

&idth

Semantic Description 4otes

!um.er &f 4ines 01 nteger !um.er &f 4ines identifies the num.er ofline items

Total Ta 01 onetar y Dalue

!"% Total Ta contains the total ta amount forthe &rder

Total %mount 01 onetar y Dalue

!"% Total %mount contains the total price for theentire &rder

Transport acaging Totals 01 Transport acaging Totals is a summary oftransport and pacaging information ifincluded in the &rder

+usiness rocess %nalysis 8orsheets and 9uidelines age ;> of ;;

Copyright e.34 2001 %ll *ights *eserved


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'ummary !ote 01 'tring 'ummary !ote contains any free form tetfor the &rder 'ummary This element maycontain notes or any other similarinformation that is not contained eplicitlyin the another structure :ou should notassume that the receiving application iscapa.le of doing more than storing and"ordisplaying this information

#ontent mappin"

7ote f /e feel so am.itious, /e can use the %!' 312 ?010 mappings availa.le at httpF""///c.lorg"c.l>0"apping"smghtml

These forms '&47 .e completed This information is very important as it sho/s that the documents have a .asis in eistingstandards $urthermore, the information /ill .e used to create document transformations 'tandards to map to include #7$%CT,312, C+4, *osetta!et, and other standards such as &+ se 3%T and 3'4T notation for referencing 34 elements anddescri.ing the mappings f a ne/ document schema is created to fulfil the content re5uirements specified in the 7ocument Content7escription forms, then a set of Content apping forms should .e completed for that schema (the component names in the forms aresimply re5uirements for information)

$or each Content 7escription form, complete a 7ocument Content apping form for each standard to .e cross-referenced

'M"88.8"(rder"summary

orm /ontent Mappin!

orm Id C-111-&rder-'ummary

/ontent Description orm Id C7-111-&rder-'ummary

Standard %!' 312 B


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Total Ta !&T '#7

Total %mount Darious (B


96/99


) Disclai#er

The vie/s and specification epressed in this document are those of the authors and are notnecessarily those of their employers The authors and their employers specifically disclaimresponsi.ility for any pro.lems arising from correct or incorrect implementation or use of thisdesign

+usiness rocess %nalysis 8orsheets and 9uidelines age ;= of ;;



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%ontact (nfor#ation

%usiness rocess roject eam

Core Components"+usiness rocess (CC"+) %nalysis Team 4ead

!ameF +rian ayes

CompanyF Commerce &ne

'treetF ???0 *ose/ood 7rive

City, 'tate, \"&therF leasanton, C%

!ationF '%

honeF ]1 (;20?

#ailF .rianhayes^C4%lumninet

#ditors

!ameF Charles $ineman

CompanyF %rGoon

'treetF 1;

honeF ]1 (=


98/99


City, 'tate, \"&therF leasanton, C%

!ationF '%

honeF ]1 (;20?

#ailF .rianhayes^C4%lumninet

!ameF Jennifer 4overidge

CompanyF !ordstromcom

'treetF =00 niversity 'treet, 'te =00

City, 'tate, \"&therF 'eattle, 8%

!ationF '%

honeF

#ailF Jennifer4overidge^!ordstromcom

!ameF 8illiam # cCarthy

niversityF ichigan 'tate niversity

'treetF !2A0 !orth +usiness Comple

City, 'tate, \"&therF #ast 4ansing,

!ationF '%

honeF ]1 (2-2;1>

#ailF mccarth?^msuedu

!ameF 7avid 8elsh

CompanyF !ordstromcom

'treetF =00 niversity 'treet, 'te =00

+usiness rocess %nalysis 8orsheets and 9uidelines age ;B of ;;



99/99


City, 'tate, \"&therF 'eattle, 8%

!ationF '%

honeF ]1 (20=) 21

#ailF 7avid8elsh^!ordstromcom
mailto:[email protected]:[email protected]

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