Review and release
Bring evidence and remaining restrictions together before releasing a population.
7 stages · 1 approval
Roles and responsibilities
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Step 1Identify the population
Work Order NumberBatch NumberOutput ProductPlanned Quantity
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Step 2Record the checks
Inspection NumberPlanProductPortion
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Step 3Review prerequisites
Inspection NumberPlanProductPortion
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Step 4Decide disposition
Inspection NumberPlanProductPortion
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Step 5Apply eligibility
Hold NumberProductLotPortion
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Step 6Perform physical handling
Work Order NumberBatch NumberOutput ProductPlanned Quantity
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Step 7Reconcile remaining scope
Inspection NumberPlanProductPortion
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Identify the population
Quality Inspector identifies the actual receipt, batch, lot and portion under review. Any partial material decision requires physical segregation or equivalent population evidence. Nonmaterial checks identify the actual operation and requirement without inventing goods quantities. Internal splits preserve external source-lot identity and replace the parent with disjoint current populations.
Record the checks
Quality Inspector records results with their units, methods, source times and evidence. The approved plan explains the relationship between sample and population. Missing required information remains unknown; an observed zero keeps its actual meaning.
Review prerequisites
Quality Manager checks applicable recipe, label, cleaning, process and storage evidence alongside the results. Current date boundaries and overlapping holds remain relevant. Passing one test cannot satisfy another missing prerequisite or clear unrelated stock.
Approval required
Decide disposition
Independent Quality Manager approves the inspection evidence and exact release, continued hold, rework or rejection through their respective source decisions, excluding preparers and affected material contributors. Production Manager technical, Sales Manager/customer commercial, Warehouse Manager physical and Finance Manager value decisions remain additional prerequisites when the chosen route needs them.
Apply eligibility
Quality Manager executes only the approved eligibility change after every other applicable hold and date rule remains satisfied. A partial release makes only its identified population eligible. Releasing already valued held goods creates neither another receipt nor another financial value.
Perform physical handling
Warehouse Operator records the approved move, return or disposal when required, after the physical and value authorities are current. Actual source quantities and carrying are consumed once. Rework follows its released production route; credit or refund remains a separate financial decision.
Reconcile remaining scope
Quality Manager verifies the applied decision against remaining stock, held populations and outstanding actions. Current reservations remain traceable through restrictions. Later evidence or new descendants requires another reviewed decision while the earlier inspection and disposition history remain intact.
Approvals and exception handling
1 approval required in this process
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Decide disposition
Quality Manager signs · apply eligibility waits
QualityInspections, QualityDispositions, NonConformanceReports, QualityHolds, ApprovalDecisions - Sample results release only the population supported by the approved plan and exact decision.
- Every overlapping hold must be resolved before affected goods become eligible.
- Expiry and opening rules are rechecked at actual useHandover, independently of earlier release.
- A date correction needs independent evidence-backed approvalRetained history; it is not itself proof of fitness.
When the process needs attention
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hold
Review prerequisites
Current date boundaries and overlapping holds remain relevant.
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hold
Decide disposition
Independent Quality Manager approves the inspection evidence and exact release, continued hold, rework or rejection through their respective source decisions, excluding preparers and affected material contributors.
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hold
Apply eligibility
Quality Manager executes only the approved eligibility change after every other applicable hold and date rule remains satisfied.
Records and postings
Process reports
All reportsQuality and Release Position
Follow QualityInspections, InspectionResults, NonConformanceReports and QualityDispositions against the applicable controlled specification and exact lot population, showing missing/unknown evidence, independent decisions and unresolved restrictions; retain overlapping hold reasons without counting the same held quantity twice, and distinguish valued physical output from quality eligibility without creating another inventory balance.
Batch Yield and Variance
Reconcile WorkOrders through BatchReconciliations, BatchMaterialAllocations, ProductionCompletions and WorkOrderCostEntries: planned versus actual primary output on its compatible basis, each input's consumed/returned/lost/remaining quantity, separate packaging usage, current exclusive WIP, accepted output standard value and the independently reviewed signed variance, counted once across partial completions and closure.
Production and WIP
Follow released WorkOrders, WorkOrderOperations and ProductionEntries at the selected cutoff, distinguishing staged inventory, actual issued resources, terminal accepted output, unresolved physical work and financial closure; use exact original issue/cost claims for remaining WIP and do not multiply values through progress, genealogy, hold or report joins.
Lot Availability and Shelf Life
Show InventoryPositions and LotPortions with Lots, InventoryReservations, QualityHolds and the effective ShelfLifePolicies/LotDateEvents: owned quantity, disjoint restricted or claimed scope and currently eligible quantity in each product's base unit, with explicit unknown dates and evaluation time; apply customer remaining-life and expected-delivery requirements only for the identified order scenario and do not add parent portions to their children.
Receivables and Payables Aging
Age open Invoices and Bills by their own agreed due dates and reporting cutoff after source-bound credits and actual CashApplications/PaymentAllocations, preserving partial settlement, remaining reservations and unresolved payments; show document/source and functional carrying separately, reconcile prior FX and never sum unrelated transaction currencies as a single balance or count unapplied cash as settled AR/AP.
Local Financial Statements
Reconcile each legal company's posted JournalEntries/JournalLines, selected period and functional currency with local accounts and approved opening balances; distinguish stock, exclusive WIP, recognized production/receipt variances, current-carrying dispositions, accruals, receivables/payables, cash and FX, preserve controlled corrections and do not repeat subledger or trace-detail amounts as additional general-ledger value.
Run by an agent
Agent support
An assistant cannot provide required independent human approval, establish food fitness or invent an actual inspection, production event, delivery or payment. It cannot clear unresolved holds through a summary, extend a lot's life without the required evidence or treat an imported result as a release decision.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› review and release · identify the population on QualityInspections, Lots, LotPortions, ReceiptAcceptances, WorkOrders, WorkOrderOperations
✓ Quality Inspector identifies the actual receipt, batch, lot and portion under review.
› review and release · record the checks on InspectionPlans, InspectionCharacteristics, QualityInspections, InspectionResults
✓ Quality Inspector records results with their units, methods, source times and evidence.
› review and release · review prerequisites on QualityInspections, LabelVersions, StorageObservations, LotDateEvents, QualityHolds
✓ Quality Manager checks applicable recipe, label, cleaning, process and storage evidence alongside the results.
› review and release · decide disposition on QualityInspections, QualityDispositions, NonConformanceReports, QualityHolds, ApprovalDecisions
⏸ approval · waiting for the quality manager
# 3 more stages after approval: apply eligibility, perform physical handling, reconcile remaining scope
Other processes
5 moreOrder to cash
Carry the customer promise from a reviewed offer to actual payment.
5 stages · 2 approvals
Procure to pay
Bring ingredients and packaging from reviewed purchase through supplier settlement.
8 stages · 3 approvals
Allocate and dispatch
Choose suitable lots and carry their claims through actual customer handover.
7 stages · 1 approval
Trace and withdraw
Find affected goods and coordinate a reviewed response with clear follow-through.
8 stages · 3 approvals