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Process · Purchase to accepted stock
Purchase to accepted stock
Purchasing Manager prepares a supplier order for an entity and receiving warehouse. Approval covers the current commercial scope, including the effect of amendments. Warehouse Operator then records actual arrival. Accepted quantities enter stock after the separate receipt review; Accountant matches supplier charges to those accepted quantities.
Step by step
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Request supply Purchasing Manager
Purchasing Manager checks product, unit, required date and receiving warehouse on the requisition.
- States needed supply
- Updates Requisitions, Requisition lines
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Approve purchase Purchasing Manager
An eligible independent manager checks supplier, currency and full amendment basis.
- Commits reviewed scope
- Updates Purchase orders, Purchase order lines, Approval decisions
ApprovalA person approves before the work moves on. -
Record arrival Warehouse Operator
Warehouse Operator captures the delivery and splits line quantity into accepted, rejected and pending portions.
- Records physical evidence
- Updates Goods receipts, Goods receipt lines
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Accept receipt Warehouse Manager
Warehouse Manager reviews condition, valuation and eligible tranche before stock posts.
ApprovalA person approves before the work moves on. -
Match bill Accountant
Accountant reserves accepted receipt quantity for the supplier bill and reconciles any difference.
- Claims accepted source once
- Updates Bills, Bill lines, Bill matches
Who does what
Roles and permissions- Purchasing Manager
- Prepares and reviews supply commitments; Warehouse Operator records arrival; Warehouse Manager confirms acceptance; Accountant matches bills; Finance Manager handles financial exceptions.
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