Supplier order to receipt

Step by step

1. Prepare the purchase Production Planner

   Production Planner creates a Draft purchase order for the supplier and records its due date. Add the item lines with ordered quantities and unit costs, using the item's agreed unit.

   • Create Draft supplier demand
   • Updates Purchase orders, Purchase lines, Parties, Items

2. Approve the commitment Manager

   Manager approves the supplier commitment under the purchasing policy configured during setup. Move the order from Draft to Approved after the supplier, quantity and cost have been checked.

   • Record Draft → Approved
   • Updates Purchase orders, Purchase lines
   ApprovalA person approves before the work moves on.

3. Send the order Production Planner

   Production Planner issues the order to the supplier through the agreed communication channel and records Sent. Keep the due date useful for the next follow-up conversation.

   • Record Approved → Sent
   • Updates Purchase orders

4. Record arrivals Production Planner

   Production Planner updates the received quantity on each affected purchase line after checking the physical delivery. Keep an incomplete delivery visible while the supplier fulfills the remaining quantity.

   • Update received quantities and review outstanding lines
   • Updates Purchase lines, Purchase orders

5. Complete the handoff Production Planner

   Production Planner reconciles the line quantities and records Received when the purchase meets the agreed receipt conditions. Hand incoming stock to the inventory process arranged during setup, including its lot and storage location.

   • Record Received and reconcile the agreed inventory handoff
   • Updates Purchase orders, Purchase lines, Inventory balances

Production Planner

, Manager.