Where it usually breaks
And how to keep it from happening.
- A changed price list must not reprice an approved order.
- Two orders cannot consume the same credit headroom or stock.
- A partial shipment must leave the original order promise visible.
- Aerospace ERP
- Process
- Customer orders
Customer orders
Move a priced offer through independent acceptance and a bounded stock claim.
Step by step
-
Prepare offer Sales Representative
Sales Representative checks the customer, price list, product units, tax and quote validity before submitting the offer. A later price change must not rewrite the sent revision.
- Save the priced offer and its source revision
- Updates Quotes, Quote lines
-
Review credit Finance Manager
Finance Manager checks exposure and decides any bounded credit exception for the customer and entity. The decision must cover the current order scope.
- Record current credit scope and exception decision
- Updates Credit reviews, Approval decisions
ApprovalA person approves before the work moves on. -
Accept order Sales Manager
Sales Manager checks the accepted order revision, customer terms and credit result. An independent approval moves the order from Submitted to Approved.
- Approve the current commitment and preserve its original promise
- Updates Sales orders, Sales order lines, Approval decisions
ApprovalA person approves before the work moves on. -
Reserve stock Warehouse Manager
Warehouse Manager checks available owned stock before a soft reservation becomes a hard claim. Unavailable quantity stays visible for purchasing or later fulfillment.
- Claim eligible quantity without double allocation
- Updates Inventory, Reservations
Who does what
Roles and permissions- Sales Representative
- , Finance Manager, Sales Manager, Warehouse Manager.
Set up Aerospace ERP your way.
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