Order and supply preparation

Step by step

1. Resolve the trading records Admin

   Admin prepares customer and supplier records and item records using the real customer, supplier and item identities. Production Planner checks party type, item type and the quantity units before entering commitments. Agree master-data access with Admin before loading commitments.

   • Prepare reference identities
   • Updates Parties, Items

2. Prepare commitments Production Planner

   Production Planner creates customer orders with customer and required date, then customer order lines with item, quantity and unit price. Prepare a component purchase with its supplier and due date, then its lines with item, ordered quantity and unit cost. Check the planned product against the customer lines before asking Manager to approve the commitments.

   • Prepare customer demand and supplier commitments
   • Updates Orders, Order lines, Purchase orders, Purchase lines

3. Approve the commitments Manager

   Manager reviews the customer order and supplier purchase where applicable and authorizes Draft to Approved after reviewing the commitments. Configure these approval actions and permissions with Manager during setup. Rehearse a declined commitment that stays Draft before production relies on an Approved order.

   • Draft to Approved decisions
   • Updates Orders, Purchase orders
   ApprovalA person approves before the work moves on.

4. Track the supplier event Production Planner

   Production Planner maintains purchase orders and supplier order lines, recording Approved to Sent only when the order is actually sent. Compare ordered quantity and received quantity as goods arrive. Agree when Sent to Received is justified and retain the real receipt evidence in the designated source.

   • Record sending and receipt progress
   • Updates Purchase orders, Purchase lines

5. Check readiness for the run Production Planner

   Production Planner compares the customer lines, supplier progress and inventory balances, then prepares work orders with an available resource and feasible dates. Agree the component requirement with the assembly planner and reconcile receipts with the stock source before relying on the recorded balance.

   • Prepare eligible production plan
   • Updates Orders, Order lines, Inventory balances, Work orders, Resources

Production Planner

, Manager, Admin.