UiPath Documentation
process-mining
2021.10
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Process Mining user guide

Roles in the Order-to-Cash process

Key roles defined for the Order-to-Cash process in Process Mining standalone, including Sales Representative responsibilities and oversight requirements.

Below is an overview of the key roles defined for the Order-to-Cash process.

Sales Representative/Order Fulfillment Specialist​

A Sales Representative manages the order fulfillment process including order entry, administration and shipping; A Sales Representative needs to oversee the complete order tracking process and should ensure that:

  • orders are processed in accordance with organization customer service standards;
  • adequate inventory levels are maintained to maximize customer satisfaction and minimize costs.

Shipping Specialist/Warehouse Manager​

Shipping Specialists are responsible for keeping records of all products shipped and received in a company. Shipping Specialists usually:

  • document and process the order shipment;
  • work with the transportation department;
  • ensure timely inbound and outbound deliveries.

Credit Controller​

A Credit Controller is responsible for recovering any unpaid money that is owed to an organization from either businesses or individuals.

A Credit Controller usually:

  • Maintains customers credit and approves or denies applications based on company requirements
  • Ensures that customers pay on time
  • Negotiates payment plans
  • Improves and implements the debt collection process, if there are many overdue invoices.

Billing Administrator​

A Billing Administrator is responsible for creating invoices and credit memos, dealing with customers, send them invoices and answer any incoming questions.

A Billing Administrator:

  • issues billing documents to customers by any means;
  • collects and sorts all invoices, credits, bills and order statements;
  • records invoices into the accounting system.

Accounts Receivable Accountant​

An Accounts Receivable Accountant ensures the receiving payments for goods and services, records these transaction accordingly, verifying and postings the receipts, resolving any discrepancies.

An Accounts Receivable Accountant is responsible for:

  • processing accounting receivables and incoming payments in compliance with financial policies and procedures;
  • performing day to day financial transactions;
  • contacting clients to ensure payments for outstanding invoices;
  • reconciliation of payments and invoices;
  • investigating and resolving any irregularities or inquiries.

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