The Quote to Cash cycle is a term describing the collection of processes a company has implemented between receiving a request for quote and the receipt of cash. The span of processes involved depends on the supply chain configuration and process strategy.
The actual configuration of the supply chain (i.e. the number of successive locations with D2, M2, S2 processes, determines the actual processes included in the Quote-to-Cash cycle.
See also: Order-to-Cash and Inquiry-to-Order
The processes listed are incomplete as the final step in the Quote-to-Cash process is the actual collection of funds. This process is a Financial process. OpenReference Financial processes are still under development.
| ID | Name | Level | x |
|---|---|---|---|
| C106 | Release Contract | 3 | C106 |
| C2 | Contract by Proposal | 2 | C2 |
| C201 | Receive Request | 3 | C201 |
| C202 | Initiate Proposal | 3 | C202 |
| C203 | Develop Proposal | 3 | C203 |
| C204 | Obtain Approvals | 3 | C204 |
| C205 | Submit Proposal | 3 | C205 |
| C206 | Refine & Negotiate | 3 | C206 |
| C207 | Obtain Signatures | 3 | C207 |
| C208 | Release Contract | 3 | C208 |
| M201 | Create Order | 3 | M201 |
| M202 | Schedule Make Orders | 3 | M202 |
| M301 | Create Project Order | 3 | M301 |
| M303 | Schedule Resources | 3 | M303 |
| D1 | Deliver-From-Stock | 2 | D1 |
| D101 | Process Inquiry | 3 | D101 |
| D102 | Create Order | 3 | D102 |
| D103 | Reserve Inventory | 3 | D103 |
| D104 | Schedule Transportation | 3 | D104 |
| D105 | Invoice | 3 | D105 |
| D107 | Pick | 3 | D107 |
| D108 | Pack | 3 | D108 |
| D109 | Load | 3 | D109 |
| D110 | Ship | 3 | D110 |
| D2 | Deliver-to-Order | 2 | D2 |
| D201 | Process Inquiry | 3 | D201 |
| D202 | Validate & Create Order | 3 | D202 |
| D203 | Route & Schedule Order | 3 | D203 |
| D204 | Schedule Transportation | 3 | D204 |
| D205 | Invoice | 3 | D205 |
| D206 | Receive & Stage | 3 | D206 |
| D207 | Pick | 3 | D207 |
| D208 | Pack | 3 | D208 |
| D209 | Load | 3 | D209 |
| D210 | Ship | 3 | D210 |
| D3 | Deliver-To-Engineering-Order | 2 | D3 |
| D301 | Receive Request for Proposal | 3 | D301 |
| D303 | Create Project Order | 3 | D303 |
| D304 | Schedule Project Resources | 3 | D304 |
| D305 | Schedule Delivery & Installation | 3 | D305 |
| D307 | Receive & Stage | 3 | D307 |
| D308 | Pick | 3 | D308 |
| D309 | Pack | 3 | D309 |
| D310 | Load | 3 | D310 |
| D311 | Ship | 3 | D311 |
| D5 | Deliver Subscription | 2 | D5 |