Purchase to accepted stock

Step by step

1. Plan demand Purchasing Manager

   Purchasing Manager relates a supply need to products, buying units and the intended warehouse.

   • Sets the needed supply
   • Updates Requisitions, Requisition lines, Products

2. Approve purchase Purchasing Manager

   The manager submits the current purchase order with entity, currency, supplier and total. The authority decision precedes sending.

   • Freezes approved cost and quantity
   • Updates Purchase orders, Purchase order lines, Approval decisions
   ApprovalA person approves before the work moves on.

3. Record arrival Warehouse Operator

   Warehouse Operator captures actual arrival, lot and quantities against the order without increasing accepted stock.

   • Records physical receipt
   • Updates Goods receipts, Goods receipt lines

4. Accept tranche Warehouse Manager

   An independent reviewer confirms an eligible portion of each receipt line. The accepted quantity posts stock and the receiving financial effect.

   • Adds accepted stock once
   • Updates Receipt acceptances, Inventory, Stock events
   ApprovalA person approves before the work moves on.

5. Match bill Accountant

   Accountant compares supplier invoice lines with accepted receipts and routes differences for review.

   • Resolves payable differences
   • Updates Supplier invoices, Bill lines, Match exceptions

Purchasing Manager

Prepares the commitment; Warehouse Operator records arrival; Warehouse Manager reviews stock acceptance; Accountant matches the bill; Finance Manager handles financial exceptions.