An appointment tells the kitchen when a load is expected. This process follows what actually arrived into an approved stock request and a recorded inventory effect. Keep external purchasing approval with the purchasing team, and resolve the received quantity in the item's agreed base unit before the clerk requests execution.
Inventory Clerk records the vendor, receiving bay and observed arrival date, then checks the linked appointment's location and time. Follow actual delivery progress from Scheduled to Arrived and Unloading; a schedule entry cannot establish receipt of goods.
Inventory Clerk selects item and location on stock requests, records the inspected quantity and required date, and retains attachment evidence. Route Draft work to Review with the current revision available to Inventory Supervisor.
Inventory Supervisor approves the current request scope through the applicable published decision action. Review decisions and operation receipts retain the outcome. Refuse stale revisions and requests already Executed or Cancelled; a replay of the stable decision key returns the established result.
Inventory Clerk executes the Approved request. The workflow posts stock movements, applies signed quantity to stock lots' on-hand quantity and marks the request Executed with a Recorded receipt. The request-derived source effect key prevents another effect on retry.
Inventory Supervisor reconciles the posted movement total with the authorized request quantity. A mismatch writes a Failed operation receipt result and leaves the request unchanged. Auditor follows the evidence before accepting the handoff as reconciled.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.