Purchasing & outside processing
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
- PO-0442 · PRC-2041 Material1 EA
- PRC-3310 Tooling2 EA
- PRC-5107 OutsideProcessing0.8 KG
- PRC-5140 OutsideProcessing6 EA
Buy from the job's requirements
Material Shortages identifies released requirements that lack eligible stock. A purchase line names the material, quantity, unit, required date and job. Outside-service lines also name the operation and its specification, so the order describes the work the processor is expected to perform.
The purchase basis comes from the approved plan and current supplier evidence. A material quote can be compared with its standard and last accepted receipt cost. Outside pricing states whether it is per piece or one price for a defined lot; a lot minimum is not multiplied by every returning piece.
StatusOpenOnOrderShort
Review the complete commitment
Purchase orders move from Draft through a submitted, frozen revision. The protected policy compares the gross USD commitment, including known freight and tax, with its approval limit. An amount at or below the limit may use the explicit automatic path. Above it, Shop Owner approval is required.
Missing policy or an incomplete amount basis blocks the decision. Supplier, quantities, price, job scope and cert conditions form part of the reviewed content. An order author cannot change the outcome, and a later material change requires renewed authority.
Independent review is the default for owner decisions. Any permitted small-shop owner exception needs an enabled action scope and recorded reason. A different role on the same person is not independent review. Buyer sends the authorized order through the agreed manual or configured channel and retains the supplier’s acknowledgment.
Younot Complete
- WC-110: JO-42721 · 10, 24 Sep to 30 Sep, Pending
- WC-130: JO-58030 · 40, 17 Sep to 23 Sep, Queued
- WC-120: JO-97862 · 70, 11 Sep to 13 Sep, Setup
- WC-120: JO-67010 · 90, 17 Sep to 24 Sep, Running
- WC-110: JO-95637 · 40, 29 Sep to 08 Oct, AwaitingInspection
- WC-130: JO-58795 · 90, 05 Sep to 07 Sep, OnHold
Receive goods before making them usable
| Receipt detail | Why it matters |
|---|---|
| Observed quantity and unit | Preserve what arrived and its reviewed conversion to the authoritative stock or piece unit |
| Heat and source | Connect the material to the supplier, order line and receipt |
| Cert and inspection | Establish whether the arrived quantity is eligible for use |
| Accepted, rejected and returned quantities | Keep physical arrival separate from quality release and supplier return |
Arrival does not itself make material available for a job. Required inspection and cert conditions must be resolved before acceptance. Attaching a late cert does not bypass the acceptance decision. A customer-required deviation needs the appropriate customer evidence; an internal note alone cannot waive it.
Accepted material creates or updates its traceable stock position and valuation. Rejected or unresolved scope stays held. Wrong size, wrong alloy, damaged goods or missing evidence can create a receiving NCR against the supplier and receipt, even when no job has yet consumed the material.
StatusPendingInProgress
Keep customer-owned stock separate
Customer-supplied material has its own inbound receipt with the customer’s ownership evidence. It does not require a fabricated supplier purchase order. Inspection, units, heat and cert checks still apply, while shop inventory value remains zero.
Reservations and issues use the same customer’s eligible stock. Remnants inherit that ownership and the original material lineage, with dimensions that explain whether they are useful for another requirement. Returning unused raw material to the customer follows a custody return against actual stock rather than a finished-part sales shipment.
on hand
| Stock Number | Material | Heat Number | Supplier | Location |
|---|---|---|---|---|
| MS-80306 | MTR-7354 | MS-46424 | VND-053 | B-21 |
| MS-66824 | MTR-4851 | MS-49973 | VND-046 | B-13 |
| MS-62969 | MTR-9612 | MS-52051 | VND-151 | J-11 |
| MS-98441 | MTR-1924 | MS-98256 | VND-106 | V-19 |
| MS-93045 | MTR-4326 | MS-66605 | VND-217 | A-4 |
| MS-36047 | MTR-4482 | MS-91199 | VND-175 | Z-9 |
Track every outside dispatch
Buyer records each physical transfer to a processor against the approved order line, job operation and production lot. The outbound slip retains part revision, quantity, process scope, price basis and the original promised return. Multiple sends and partial returns keep their own identities.
Outside Processing distinguishes sent, returned, accepted and still-outside quantities. A revised promise retains its reason and evidence while preserving the original date. Production Manager reviews the resulting schedule change; updating a supplier promise does not silently confirm new downstream slots.
On return, Buyer records the actual received quantity against its dispatch and attaches the process cert. Quality Inspector accepts the eligible returned scope. If only part of a lot has returned and passed, only that quantity can move forward. Missing or rejected pieces keep the outside obligation open until their disposition is resolved.
StatusQueuedSetupRunningAwaitingInspectionOnHold
- WC-140: JBS-32749 · 40, 22 Sep to 27 Sep, Queued
- WC-120: JBS-91684 · 10, 28 Sep to 03 Oct, Setup
- WC-140: JBS-26251 · 60, 12 Sep to 16 Sep, Running
- WC-110: JBS-64002 · 60, 16 Sep to 21 Sep, AwaitingInspection
- WC-150: JBS-80162 · 40, 10 Sep to 14 Sep, Queued
- WC-110: JBS-32405 · 20, 19 Sep to 28 Sep, OnHold
Cost the service once
Accepted outside work posts against the reviewed pricing scope. Per-unit pricing uses the accepted billable quantity. Lot pricing follows its captured full-acceptance or proportional-acceptance rule and cannot be charged again on every receipt.
Supplier invoices are matched and paid in the accounting package. A difference from the accepted order cost, or a separate freight charge, needs an evidenced manual cost entry approved by Shop Owner. That entry preserves the supplier document and reason rather than editing an already posted receipt.
Supplier history brings together original promises, actual arrivals, quality outcomes and cert evidence. The shop can discuss a late delivery separately from a defective process and use both when choosing a supplier for the next estimate.
Approval conditions
Shop Owner: Approve eligible Quotes, PurchaseOrders and ChangeOrders through ApprovalDecisions
PendingApproval
- PO-44564 VND-037 14 d
- PO-58322 VND-069 5 d
- PO-66574 VND-069 2 d
- PO-76325 VND-120 8 d
- PO-35874 VND-134 12 d
PO-44564
- Supplier
- VND-037
- POType
- Material
- OrderDate
- 03 Sep
- RequiredDate
- 11 Sep
- TotalAmount
- 780
The Shop Owner defines an active immutable ShopPolicies version with USD, 0–100 margin scale, gross PO threshold, cents rounding, rate/timezone/overlap and tax rules.
Modules
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Quotes
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
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Jobs
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
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Routing
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
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Scheduling
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
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Time & material
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
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Purchasing & outside processing
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
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Shipping & invoicing
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
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Costing
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Reports
All reportsOutside Processing Status
Each posted OutsideDispatches lot: sent, physically returned, accepted/rejected, still-outside and unresolved quantity, original/current promised instant and elapsed days. Partial returns do not mark the whole operation complete; LOT cost/billing basis and unknown promise remain explicit.
Roles and permissions
Sets protected margin, purchase and exception policy, decides below-margin offers, above-limit purchases, financial changes and manual costs, and authorises every job close. Default independence is person-based. A permitted OwnerException requires an explicitly activated small-shop scope and a reason on that decision; switching roles never creates independence.
Builds Draft offers and routing revisions. Every offered quantity alternative is reviewed, and accepted versions stay unchanged. Can release at-margin offers through the recorded EligibleEstimator path; cannot lower the target floor on the quote.
Releases approved job plans, confirms finite schedules, manages material and production scope, reviews tickets across the shop, and prepares close evidence for Shop Owner. May change work-centre capacity/calendar assignments under policy, but not machine/labour/burden rates or employee rate overrides.
Sequences and oversees assigned work centres. Ticket review checks actual employee identity and the work centre's named supervisor; a supervisor cannot approve their own work ticket.
Performs assigned released work, records actual intervals and proposed good/scrap quantities, and issues material to the assigned job. Reported quantities remain provisional until the applicable approval; the operator cannot directly edit aggregate production or stock balances.
Procures material/outside services, records exact supplier and customer-material custody, and controls stock-room issues/returns. Receipt arrival is separate from cert/inspection acceptance. Supplier status and material master edits do not grant financial or stock-balance bypasses.
Inspects disjoint presented lots, records first-article continuation and final acceptance, and resolves technical nonconformance scope. Final acceptance requires a person independent of the production being accepted; a second role does not waive that boundary.
Related processes
Quote to job
Turn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.
7 stages · 2 approvals
Release to ship
Move released work through production, reviewed time and quality checks into a traceable customer shipment.
9 stages · 3 approvals
Outside processing
Follow each lot through its supplier order, outbound custody, partial return and quality acceptance.
7 stages · 2 approvals