This page contains many of the process flows that are available on KnowledgeLeader. These process flows are all provided in downloadable versions so they can be repurposed for use in your organization.
Select one of the areas below to view summaries of these process flows, or click to view the full list by Date, Title, or by Topic.
IT Change Management Process Flow
The process flow is the source for understanding the IT change management process from beginning to end including both a process and information technology perspective. This document focuses on phases such as initiate, assess/approve, build/test, implement, verify/close, and emergency changes.
P-Card Design Sample Process Flow
Review this sample process flow to learn more about the procedures associated with the use, maintenance, and changes related to P-cards.
AP Invoice Unblocking Process Flow
This process flow focuses on the accounts payable process when invoices for goods have been blocked. There are two common types of discrepancies that can cause blocked invoices: a missing proof of delivery or a price or quantity invoice discrepancy.
AP Invoice Process - Material Goods Invoices Process Flow
This process flow focuses on the accounts payable process for material goods invoices at a refinery. It addresses the risk that invoices are not properly approved and/or overpaid. Also included throughout the process flow are controls to mitigate associated risks.
Order Entry/ Billing /Shipping Process Flow - Sample
This process flow focuses on the order entry, billing, and shipping process. It outlines steps such as: purchase order preparation and approval; invoice review and approval; and recognizing revenue upon product shipment.
Data Conversion Process Flow
This process flow focuses on specific aspects of the payroll calculation process. It provides information involved with calculating payroll for hourly and salaried employees.
Payroll Calculation Process Flow
This process flow focuses on specific aspects of the payroll calculation process. It provides information involved with calculating payroll for hourly and salaried employees.
Program Authorization Process Flow
This process flow focuses on the program authorization process. It outlines steps such as: generating program idea; documenting proposed program; and program approval.
Contract Management Process Flow
This process flow focuses on the contract management process. It outlines steps such as: contract review and approval; updating contract database; and review by requesting party.
Close the Books Process Flow - Accounts Payable, Accounts Receivable, Payroll and Sales Tax
This process flow focuses on specific aspects of the close the books process. It provides sample timelines and steps to close the accounts payable, accounts receivable, payroll and sales tax accounts.
AR and Cash Application Process Flow
This process flow focuses on the accounts receivable and cash applications process. It outlines steps such as: setting up new customer accounts; reconciling bank accounts; and researching payment discrepancies.
Product Pricing Process Flow
This process flow focuses on the product pricing process. It outlines steps such as: assessing whether the product is ‘new’ or ‘used’; preparing the Cost of Sale Quote; management approving the Cost of Sale Quote; and the customer approving the Contract of Sale.
Order Entry, Billing and Shipping Process Flow
This process flow focuses on order entry, billing, and shipping. It outlines steps such as: purchase order preparation and approval; invoice review and approval; and recognizing revenue upon product shipment.
AR Aging and Collections Process Flow
This process flow focuses on the accounts receivable aging and collection process. It outlines steps such as reviewing aging of balances; coordinating payment status with the claims company; coordinating payment with customer; and writing-off appropriate accounts.
Sales and Marketing Development Process Flow
This process flow focuses on the sales and marketing development function. It outlines steps such as allocating marketing funds to business units; creating promotion plans; generating marketing program payments; approving marketing program payments; and analyzing marketing program commitments.
Vehicle Production, Planning, and Scheduling Process Flow
This process flow focuses on vehicle production, planning, and scheduling. It focuses on steps such as monitoring forecasts and production planning to develop a production sequence.
Budget Process Flow
This sample process flow focuses on the budgeting process. The budgeting process focuses on developing corporate strategy; creating an annual budget; approving the annual budget; and monitoring budget-to-actual results. Also included are performance measures related to the budget process.
Procurement, Disbursement, and Accounts Payable Process Flow
This process flow focuses on the procurement, disbursement, and accounts payable processes. It addresses risks such as purchases not properly approved by upper management and cash disbursement activities that are not properly segregated. Also included throughout the process flow are controls to mitigate associated risks.
Payroll Process Flow
This process flow focuses on the payroll process. It identifies risks such as entering incorrect employee information into the system and making unauthorized adjustments to employee hours.
Stock Options Process Flow
This stock option process flow focuses on the following areas: grant process, exercise of options, terminating employees with outstanding stock options, and roll-forward of database activity. This document can be used as a general guide to understand and review these processes. Organizations should continuously update and monitor the process flows to ensure that they accurately reflect business operations.
Treasury and Cash Management Process Flow
This process flow focuses on the treasury and cash management processes. It addresses risks such as securing money wire transfers and approval of cash disbursements. Also included throughout the process flow are controls to mitigate associated risks.
Human Resources Management and Employee Set-Up Process Flow
This process flow focuses on the human resources management and employee set-up processes. It addresses risks such as setting-up fictitious employees in the payroll system and properly processing termination requests. Also, included throughout the process flow are controls to mitigate associated risks.
Project Management Process – Monitoring, Scope Changes, Forecasting, and Contract Closing Process Flow
This process flow focuses on the project management process. It addresses the risk that project costs and revenues are not accurately presented in the financial statements or customer deliverables are improperly prepared. Also included throughout the process flow are controls to mitigate associated risks.
Revenue Process Flow
This process flow focuses on various components related to generating and recording revenue. It documents steps such as proper review and approval of contracts, recording of income, and cash receipts and deposits.
Close the Books Process Flow
This sample illustrates a process flow for closing the books. It addresses the risk that journal entries are posted improperly and general ledger balances are inaccurate, resulting in misstated financial statements. Also included throughout the process flow are controls to mitigate associated risks.
Subcontractor Approval and Payment Process Flow
This process flow focuses on subcontractor approval and payment. It addresses the risk that subcontractor work is not properly approved and/or overpaid. Also included throughout the process flow are controls to mitigate associated risks.
Acquisition of Business, Contracting and Revenue Recognition Process Flow
This sample process flow focuses on the acquisition of business, contracting, and revenue recognition. It addresses the risk that projects are not properly maintained in the system resulting in revenues that are not accurately presented in the financial statements. Also included throughout the process flow are controls to mitigate associated risks.
Sales Forecast Process Flow
This sample sales forecasting process can be used as a general guide to help understand and review a company's sales forecasting procedures. Accurate forecasting benefits the financial, operational, production, inventory and marketing functions in the company.
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