Carry customer commitments into production and understand the margin on delivered work.
A manufacturer selling directly to business customers has to connect the offer with the work needed to deliver it. Sales needs a dependable promise date, production needs an agreed scope, and finance needs the cost and revenue behind the order. Enterprise ERP specifies that connection while keeping planning changes and quality decisions attributable to their owners.
Use effective product prices and preserve the accepted net amount through order and invoice conversion. Sales Manager and Controller access includes the cost and margin detail needed for review. Sales Rep access and the customer proposal keep restricted costs masked. A missing cost is flagged rather than presented as a reliable margin.
Planning runs account for remaining demand and usable supply within a stated scope and horizon. A contract and the order it generates do not become separate demand for the same commitment. Changes to a customer promise feed a planning review; they do not silently rewrite the released work schedule.
Released work retains its bill of material, routing and cost assumptions. Record material and labour against the appropriate work and operation. Repeating output at several operations must not multiply the quantity of finished goods. Labour already absorbed into work in progress is reconciled when payroll posts, so it does not become a second expense.
Quality review records the affected quantity and disposition, including partial releases and rework. Only eligible finished output becomes available to ship. A first-article result does not automatically release every unit on the order.
Trace delivered revenue and credits to the customer order, then compare standard and actual costs with clear labels. Sales compensation analysis can use reviewed sales data, while any commission service and calculation policy remain part of the agreed integration scope.
Turn demand into a reviewed plan
Quote with the right commercial context · Keep production history stable · Release accepted output · Explain the result
Same records, same gates. The configuration changes how the process runs for this team.
Visible to: Buyer, Quality Inspector, Warehouse Operator. Visibility does not establish approval authority.
Approval conditions.
Works owned customers, contacts, leads and opportunities and prepares quotes and orders.
Owns commercial masters, customer contracts and the approved sales pipeline within entity authority.
Owns production definitions, planning snapshots, work release and reviewed completion/close.
Schedules and supervises production and independently approves eligible plant time and leave.
Independently dispositions exact incoming, in-process, first-article, final and returned-goods scope.
Executes assigned operations and records time, throughput and scrap without approving their own output quality.
Handles physical goods in the assigned warehouse under accepted ownership and exact-stock claims.
Owns financial policy, independent finance decisions, reconciliation, the close and consolidation.
Plan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks.
Connect the sales conversation to reviewed prices, customer commitments and the orders finance and operations fulfil.
Control commitments, receipt quality and stock availability from the first requisition through delivery and returns.
Set the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.
Match obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements.
Connect employee changes, approved leave and time to a reviewed payroll run with clear settlement and correction history.
Reconcile operating activity, review adjustments and produce a locked financial close with traceable group reporting.
Posted invoice net revenue less original-linked credits by entity/customer/product/period; standard margin uses frozen InvoiceItems.StandardCostSnapshot while actual margin uses allocated shipment/service cost, with missing-cost coverage shown rather than fabricated zero margin; Sales Rep output excludes protected cost/margin.
Approved PO commitment, net accepted receipt/service value and posted bill/credit spend shown as separate populations; cumulative matched quantities prevent duplicate full-PO spend, price variance uses equivalent quantity/UOM/currency, on-time acceptance compares original promise and quality rejection uses inspected population with no-history coverage shown.
Posted operational gross, employee deductions/tax, statutory employer tax, other employer contributions and net by entity/component/period, including signed correction deltas and excluding Parallel; headcount uses effective employment/position occupancy as of date, and leave uses dated ledger entries; HR/payroll see scoped details, Controller sees approved aggregates, employees only their own results.
Yes. Plan a phase around a defined entity and process, with clear ownership of the work that remains in other tools. Reconcile the opening position, integrations and handoffs before launch; retire the old tool for that scope after its outstanding work is accounted for.
Related questionThe design supports entity-specific functional currencies and accounting calendars. Group reporting needs explicit period mappings, translation policies and ownership methods. A locked consolidation retains those choices and its source amounts so a later change cannot silently rewrite the result.
Related questionThe accepted offer carries its approved prices, discounts and revision into the order. Invoice allocations retain the source quantities and net amounts so conversion cannot apply a discount again. A contract billing cycle selects an order-led or direct-invoice route and retains that identity to prevent duplicate billing.
Related questionEvery purchase order needs an eligible approver who did not prepare it. The Buyer or Controller acts within the specified authority. A Controller releases a payment run within their limit and independently of its preparer and included bill approvers. Delegation requires the necessary role and never removes those independence rules.
Related questionAccess to individual pay, national IDs and employee bank details is restricted. Sales roles do not receive it, and administrative access does not override the restriction. Finance review can use payroll totals and reconciliation evidence; authorized HR and payroll roles retain the detailed access needed for their work.
Related questionCompare the configured payroll against the previous provider using a Parallel run for the agreed employees and pay period. It produces comparison evidence without posting journals, creating bank instructions, consuming time or leave, or updating operational year-to-date balances. The payroll owners agree the differences and country-specific responsibilities before release.
Related questionConnections are implementation work and depend on the selected provider and country. Confirm the supported formats, identity, acknowledgements and reconciliation behavior during rollout. A payment-file acknowledgement is distinct from settlement, and a configured tax code is not evidence of filing coverage.
Related questionAssistants can prepare drafts, propose matches and collect evidence within their assigned access. Required human approvals stay with the accountable role. They cannot bypass document review, payment release, credit controls or sensitive employee access.
Related questionManage customer commitments, stock availability and collections across repeat business.
Carry customer commitments into production and understand the margin on delivered work.
Give each company operational control and the group a consistent financial view.
Move from separate accounting, sales and people tools with a controlled transition.
