RLM Flows


Quote

CATALOG OFFERING
  • Products
  • Attributes
  • Eligibility Rules
  • Base Pricing Inputs
▶
QUOTE ENTRY POINT
  • UI (Sales / Partner / API)
  • Guided Selling (optional)
  • Amend / Reprice / Simulate
▶
PRICING PROCEDURES
  • Base Price Determination
  • Discount & Adjustment Logic
  • Bundling / Attribute Pricing
  • Promotions
  • Non-binding estimates
▶
POLICY & GOVERNANCE
  • Approval Policies
  • Margin / Discount Thresholds
  • Exception Handling
▶
SALES INTENT ARTIFACT
  • Quote
  • Non-binding Prices
  • Conditional Terms
  • Expiration / Validity
▶
OUTPUT PROJECTIONS
  • Order Preview (Simulation)
  • Revenue Preview (Forecast only)
  • No Assets / No Obligations


Order

INPUT EVENTS
  • Accepted Quote (optional)
  • Direct Order
  • Amendment / Cancellation
▶
ORDER NORMALIZATION & CONTROL
  • Contract formation
  • Obligation decomposition
  • Term anchoring (start / end / duration)
  • Change & amendment rules
  • Commercial truth finalization
▶
COMMERCIAL ASSET
(System of Record)
  • What was sold
  • Contractual scope
  • Pricing commitment
▶
OBLIGATION DEFINITION
(Performance Duties)
  • What must be delivered
  • When & how
  • Change boundaries
FAN-OUT ▼
FINANCE / MID-OFFICE
  • Deferred revenue seeds
  • Margin / COGS hooks
  • Compliance visibility
|
REVENUE ENGINE HANDSHAKE
  • Recognition rules
  • Timing constraints
  • Reversal boundaries
|
MANUFACTURING / PROVISIONING
  • Build / config freeze
  • BOM / routing references
|
LOGISTICS / FULFILLMENT
  • Shipment eligibility
  • Delivery milestones
  • Partial fulfillment rules
|
SERVICE / OPERATIONS
  • Service Assets (inactive)
  • Subscription instances
  • Warranty anchors
  • Support entitlements


Billing

INPUTS
  • Performance Obligations (Orders)
  • Assets / Subscriptions
  • Usage Events (if applicable)
  • Contractual Billing Terms
▶
Billing Orchestration
  • Schedule Control
  • Event-driven Billing
  • Amend / Cancel Handling
  • Retroactive Adjustments
  • Compensation Logic
▶
PRICE ENFORCEMENT
  • Final Price Enforcement
  • Proration Logic
  • Usage Rating
  • Taxes & Fees
  • Credits / Adjustments
▶
BILLING SCHEDULE ENGINE
  • One-time
  • Recurring
  • Milestone-based
  • Usage-based
  • Hybrid
▶
INVOICE GENERATION
  • Invoice Lines
  • Charge Grouping
  • Currency & Tax Application
  • Legal Invoice Artifact
▶
RECEIVABLE
  • AR Posting for Subscriptions
  • Payment Tracking
  • Dunning / Collections
  • Cash Application
▶
OUTPUT PROJECTIONS
  • Cash Forecast
  • Revenue Input (Deferred / Earned)
  • Audit Trail


Revenue

INPUT EVENTS
  • Quote Accepted (opt)
  • Order Created
  • Usage Event
  • Milestone Completed
  • Amendment / Cancel
▶
RULES & CONSTRAINTS (CONTROL)
  • Approval Policies ← Throttle
  • Contract Terms ← Gearbox
  • Accounting Rules ← Safety Limits
  • Recognition Policy ← Governors
▶
STATE TRANSITION ENGINE (ECU)
  • Determines if transition is allowed
Quoted • Ordered • Entitled • Fulfilled • Billed • Recognized
▶
REVENUE RECOGNITION (OUTPUT)
  • Deferred → Earned
  • Time / Usage / Milestone based
  • Reversals handled


RLM Flows Charts


Flowchart 1



Flowchart 2



Flowchart 3