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- Plastics ERP
- Process
- Procure and receive
Procure and receive
Purchasing Manager raises a need for a product unit, warehouse and needed date. The purchase decision covers the full supplier commitment. Warehouse Operator records what arrived, then confirms an eligible acceptance tranche. Accountant matches the supplier bill to that accepted scope.
Step by step
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Request supply Purchasing Manager
Purchasing Manager records needed product, warehouse and date.
- Purchasing Manager records needed product, warehouse and date.
- Updates Requisitions, Requisition lines
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Approve purchase Purchasing Manager
Purchasing Manager approves the complete buying commitment.
- Purchasing Manager approves the complete buying commitment.
- Updates Purchase orders, Purchase order lines, Approvals
ApprovalA person approves before the work moves on. -
Record arrival Warehouse Operator
Warehouse Operator records actual arrived, rejected and pending quantities.
- Warehouse Operator records actual arrived, rejected and pending quantities.
- Updates Goods receipts, Goods receipt lines
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Accept receipt Warehouse Operator
A different Warehouse Operator confirms eligible tranches before accepted stock posts.
- A different Warehouse Operator confirms eligible tranches before accepted stock posts.
- Updates Receipt acceptances, Stock events
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Match bill Accountant
Accountant matches a bill to unused accepted receipt scope.
- Accountant matches a bill to unused accepted receipt scope.
- Updates Supplier invoices, Supplier invoice lines, Match exceptions
Who does what
Roles and permissions- Purchasing Manager
- Prepares and reviews supply commitments with an independent eligible decider.
- Warehouse Operator
- Records arrival; a different eligible operator confirms accepted quantity.
- Accountant
- Resolves bill matching; Finance Manager reviews value exceptions.
Set up Plastics ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.