Internal working draft · diagram logic requires owner validation
3PM
Operating PlaybookDeal journey detail
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Team + system routes

Follow each route across teams and systems.

These detailed swimlanes sit beneath the common customer journey. They show who acts, which Creatio or financial record moves, where a decision changes the route, and which handoff becomes the next team’s input.

United States · Coterminous PRC-serviced model

The customer signs once. PRC and TLX are separated internally after final documents so LeaseWave can book two schedules and produce one combo invoice.

Developed route
Team taskSystem/record taskDecision gateOpen control
US net-new coterminous 3PM workflowBPMN-style swimlane diagram moving from sales through Creatio, operations, TLX NetSuite, LeaseWave, billing, and treasury. QUALIFYCONTRACTFULFILLBOOK + BILLCOLLECT Sales / OMclient + opportunityCreatiorecords + routingLA / VM / AMdocuments + acceptanceTLX / NetSuiteorder + fulfillmentBooking / LeaseWaveschedules + invoiceBilling / TreasuryAR + cash allocation 3PM need Create opportunityMHE + TLX shell linesTelemetry / 3PM flags US +net-new?YES Award recordGrossed-up paymentTLX lines at $0 OEC Form ELS +Service AgreementClient signs once Split schedulesMove TLX linesAdd -TLX, OEC, rent TLX sales orderPick, pack, shipNo COGS at ship Book two leasesReconcile items + termsCreate combo invoice Cash allocated:PRC → TLX Other flavor:reclassifyNO

Route narrative

  1. Sales and OM create the opportunity with MHE lines and TLX shell lines.
  2. The US/net-new decision selects the coterminous path.
  3. PRC completes the ELS and Service Agreement; the client signs one package.
  4. Creatio splits the TLX lines after final documents and before check-in.
  5. TLX fulfills in NetSuite while Booking creates two LeaseWave schedules.
  6. LeaseWave produces one combo invoice; collection is allocated PRC-first, then TLX.

Control points

D1

Confirm US + net-new before applying this path.

D2

Split only after final client documents and before check-in under the current design.

D3

Reconcile Creatio, warehouse, NetSuite, and LeaseWave items before invoicing.