Keep Your Order-to-Cash Documents’ Integrity Intact within a Global Trade Compliance Program

  • by William Newman, Managing Principal, Newport Consulting Group
  • August 17, 2010
When considering standard and non-standard order-to-cash processes, you can employ key workarounds to preserve standard SAP documents as the system of record. Understand the document flow of an order-to-cash process within a global trade operation, as well as the effects on plant operations. Then step through four example adjustments you can make to your order-to-cash process that keep you compliant with global trade policies and regulations.
Key Concept
SAP BusinessObjects Global Trade Services and other third parties require key order-to-cash process documents, including sales orders, delivery orders, and booking documents. SAP BusinessObjects Global Trade Services divides the documents between compliance management and customs management as part of its framework.

Developing a sound global trade and compliance strategy is essential in today’s marketplace of increased trade embargoes and unique product export licensing. SAP project teams may be challenged with incorporating the needs to implement SAP BusinessObjects Global Trade Services, focused in the areas of compliance and customs management, while maintaining the integrity of their order-to-cash sales order, shipment, and delivery documents. If these order-to-cash documents are not carefully managed, the global trade processes break down, creating delays and approval issues.

Imagine the case of a chemical-based product, which requires mixing, packaging, and shipping in a fixed window. What happens to the standard order-to-cash process when a product has these additional internal requirements? I’ll show you how to consider a number of both technical options and operating model alternatives to remove system constraints while still providing a compliant global trade solution. First, let’s look into the document flow of the order-to-cash process with global trade compliance in mind.

William Newman

William Newman, MBA, CMC is managing principal of Newport Consulting Group, LLC, an SAP partner focused on EPM and GRC solutions. He has over 25 years of experience in the development and management of strategy, process, and technology solutions spanning Fortune 1000, public-sector, midsized and not-for-profit organizations. He is a Certified Management Consultant (CMC) since 1995, qualified trainer by the American Society of Quality (ASQ) since 2000, and a trained Social Fingerprint consultant in social accountability since 2012. William is a recognized ASUG BusinessObjects influencer and a member of SAP’s Influencer Relations program. He holds a BS degree in aerospace engineering from the Henry Samueli School of Engineering and Applied Science at UCLA and an MBA in management and international business from the Conrad L. Hilton School of Management at Loyola Marymount University. He is a member of the adjunct faculty at both Northwood University and the University of Oregon with a focus on management studies and sustainability, respectively.

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