Supply to stock

Step by step

1. Request supply Purchasing Manager

   Record need and required date. Purchasing Manager owns the handoff.

   • Record need and required date.
   • Updates Requisitions, Requisition lines

2. Approve purchase Purchasing Manager

   Authorize bounded supplier commitment. Purchasing Manager, Finance Manager owns the handoff.

   • Authorize bounded supplier commitment.
   • Updates Purchase orders, Purchase order lines, Approval decisions
   ApprovalA person approves before the work moves on.

3. Record arrival Warehouse Operator

   Capture actual arrived and pending quantities. Warehouse Operator owns the handoff.

   • Capture actual arrived and pending quantities.
   • Updates Goods receipts, Goods receipt lines

4. Accept tranche Warehouse Operator

   Confirm eligible accepted quantity and post stock. Warehouse Operator, Warehouse Manager owns the handoff.

   • Confirm eligible accepted quantity and post stock.
   • Updates Receipt acceptances, Stock events
   ApprovalA person approves before the work moves on.

5. Match bill Accountant

   Match charges to accepted receipt scope. Accountant owns the handoff.

   • Match charges to accepted receipt scope.
   • Updates Bills, Bill lines, Bill matches

Purchasing Manager

, Finance Manager, Warehouse Operator, Warehouse Manager, Accountant.

Each person works within their entity and warehouse scope.