Requirement: create a business process narrative to flowchart. Within the flowchart, highlight inputs/outputs, internal controls, and gaps. Using a one-page memo, summarize the findings - detailing the design effectiveness of the process (i.e. are adequate controls in place?) and describing identified gaps (i.e. missing internal controls).

Process narrative

Sales/Collections

Customer purchase orders (POs) are received via email only. Each morning, the Customer Sales Representative will review new orders within Outlook and manually enter the product information (including quantity and price) within the JDE database. Once populated, an independent CSR (not the individual who input the order information initially) will review the order for completeness and accuracy - comparing the input pricing to the Master Price List and the product information (including quantity) to the customer PO. If approved, the order is released. If discrepancies are noted, the order is returned to the originator (initial CSR) who will update the order as needed until approved by the reviewing (independent) CSR. Once an order is released in JDE, a sales order is sent to the customer.

Based on the approved order, JDE will automatically generate a picking list and notify the Warehouse department. Using the picking list, a warehouse employee will fulfill the order - selecting the required items from the warehouse and loading. If there are items that are unavailable, the warehouse employee will update within JDE to note which items cannot be fulfilled at this time. All amended picking lists require review and approval by a Warehouse Manager. Once finalized, the picking list and related products are sent to the Shipping department.

For this one too please provide the inputs/outputs, internal controls, and gaps. Using a one-page memo, you will summarize your findings - detailing the design effectiveness of the process (i.e. are adequate controls in place?) and describing identified gaps (i.e. missing internal controls).