Parts consumption to replenishment
Post material usage and replenish the right truck with an auditable stock trail.
4 stages · 1 approval
Roles and responsibilities
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Step 1Record the draw
Call NumberCustomerService LocationService Category
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Step 2Prepare replenishment
TechnicianPartQuantityLast Replenished At
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Step 3Approve and fulfil
Replenishment NumberTypePartQuantityWarehouse To Supplier
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Record the draw
Select the exact part and authorized truck stock for the assigned call. The server validates positive quantity, available stock, command identity and the current call revision before accepting consumption. It captures the approved customer price and internal cost once. A disconnected draft waits for validation and is not yet an inventory posting. A failed or repeated event must preserve its original command key.
Prepare replenishment
Inventory Clerk reviews low stock with the actual part and destination technician. Prepare the source warehouse and quantity, or a supplier request where procurement owns fulfillment. A threshold raises the need for review; it does not prove that a warehouse has available stock or that a supplier has accepted an order. Keep the request and its source evidence visible until a decision is recorded.
Approval required
Approve and fulfil
Inventory Clerk prepares PartsReplenishments. An independent Operations Manager approves the exact source, destination, part and quantity. The clerk picks and loads approved stock; movement and source/destination balances update atomically once, with nonnegative available stock. External-owned warehouses use acknowledged inventory/procurement requests instead of local balance edits. Cancel only unposted requests; correct posted consumption or transfers with linked compensating StockMovements and corresponding billing review.
Reconcile a correction
Investigate a shortage against the original movement and call. A posted mistake is corrected with a linked compensating movement, preserving source and destination ownership and the original command receipt. Reject a duplicate reversal or a correction that would overdraw a balance. If the part was already invoiced, reconcile the corresponding billing adjustment. External-owner differences remain exceptions until the source acknowledges the corrected result.
Approvals and exception handling
1 approval required in this process
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Approve and fulfil
Operations Manager signs · reconcile a correction waits
PartsReplenishments, StockMovements, TruckStock, WarehouseStock - Movement and balance updates are atomic in local inventory mode.
- Operations Manager cannot approve a self-prepared request.
- Supplier acknowledgmentTruck loading are distinct outcomes.
- Posted rows are never deleted to conceal a stock correction.
When the process needs attention
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reject
Record the draw
A failed or repeated event must preserve its original command key.
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shortage
Reconcile a correction
Investigate a shortage against the original movement and call.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Record the draw | ServiceCallPartsPartsTruckStockStockMovements | Post one validated stock consumption |
| 2 Prepare replenishment | PartsReplenishmentsWarehouseStockTruckStock | Request a specific stock replenishment |
| 3 Approve and fulfil | PartsReplenishmentsStockMovementsTruckStockWarehouseStock | Approve and post the transfer or external request |
| 4 Reconcile a correction | StockMovementsServiceCallPartsInvoices | Preserve stock and billing correction history |
Process reports
All reportsParts Usage & Truck Stock
Net posted parts consumption by part, technician and week, reconciled to StockMovements and current truck balances including compensating reversals.
Revenue by Service Category
Acknowledged nonvoid AR invoice value excluding tax by service category and month; pending or unknown AR handoffs remain reconciliation exceptions.
Run by an agent
Agent support
Proto cannot approve its own request, authorize a customer signature, invent a processor or AR acknowledgement, bypass a missing certification or rewrite signed and posted history. Sensitive connector credentials and card data stay outside prompts and operational notes.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› parts consumption to replenishment · record the draw on ServiceCallParts, Parts, TruckStock, StockMovements
✓ Select the exact part and authorized truck stock for the assigned call.
› parts consumption to replenishment · prepare replenishment on PartsReplenishments, WarehouseStock, TruckStock
✓ Inventory Clerk reviews low stock with the actual part and destination technician.
› parts consumption to replenishment · approve and fulfil on PartsReplenishments, StockMovements, TruckStock, WarehouseStock
⏸ approval · waiting for the operations manager
# 1 more stage after approval: reconcile a correction
Other processes
3 moreExtra work to signed completion
Approve additional scope and close the visit with the right evidence.
4 stages · 1 approval
Completed visit to reconciled billing
Create one invoice handoff and match confirmed payment outcomes.
4 stages · 0 approvals