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- Paper & Pulp ERP
- Process
- Procurement and receiving
Procurement and receiving
A buyer needs to know which supply was requested, committed, received and billed. These are separate facts. A partial truck arrival can leave an open purchase balance while accepted stock becomes available and rejected quantity remains outside inventory.
Step by step
-
Request supply Purchasing Manager
An operational requester records the product unit, warehouse, quantity and needed date on a requisition.
- Establishes needed item and date
- Updates Requisitions, Requisition lines
-
Approve purchase Purchasing Manager
Purchasing Manager reviews the purchase revision, supplier, currency and full approval basis.
- Establishes bounded supplier commitment
- Updates Purchase orders, Purchase order lines, Approvals
ApprovalA person approves before the work moves on. -
Record arrival Warehouse Operator
Warehouse Operator records the actual receipt and divides each line into accepted, rejected and pending quantities.
- Captures actual arrival and condition
- Updates Goods receipts, Goods receipt lines
-
Review acceptance Warehouse Manager
Warehouse Manager confirms the physical disposition before accepted stock is posted.
- Adds only confirmed accepted quantity to stock
- Updates Receipt acceptances, Inventory, Stock events
ApprovalA person approves before the work moves on. -
Match supplier bill Accountant
Accountant matches the supplier invoice to accepted receipt and approved order scope; Finance Manager decides exceptions that need financial authority.
- Recognizes eligible supplier obligation or an exception
- Updates Supplier invoices, Supplier invoice lines, Match exceptions
Who does what
Roles and permissions- Purchasing Manager
- , Warehouse Operator, Warehouse Manager, Accountant, Finance Manager.
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