Procure and receive

Step by step

1. Prepare purchase Purchasing Manager

   Purchasing Manager owns this handoff. Record supplier, receiving site and original promise. Keep the actual event tied to its source.

   • Record supplier, receiving site and original promise
   • Updates Purchase orders, Purchase order lines

2. Approve purchase Finance Manager

   Finance Manager owns this handoff. Independently review total commitment and increases.

   • Independently review total commitment and increases
   • Updates Purchase orders, Approval decisions
   ApprovalA person approves before the work moves on.

3. Record arrival Warehouse Operator

   Warehouse Operator owns this handoff. Capture actual arrived and condition quantities. Keep the actual event tied to its source.

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

4. Accept receipt Warehouse Manager

   Warehouse Manager owns this handoff. Confirm accepted tranche and post stock.

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

5. Match bill Accountant

   Accountant owns this handoff. Match charges to unused accepted receipt scope. Keep the actual event tied to its source.

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

Purchasing Manager

, Finance Manager, Warehouse Operator, Warehouse Manager, Accountant coordinate these decisions and records.

Each person works within their entity and site scope.