Set Up a Sample Lead-to-Cash Business Process

1. Use the following link to access GitHub.

2. Choose the LeadToCashEvents.json file.

   

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

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

   

   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.

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.

   

2. Choose the Import icon.

   

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

   

4. Choose Import.

   

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

   

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.

   

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

   

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.

   

2. Choose the Import Scenario icon.

   

3. In the Import Scenario dialog, browse for the LeadtoCash.zip file 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.

   

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

   

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

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.

   

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

   

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

   

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.

   

2. 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.