Suggestion to supply commitment

Step by step

1. Review the suggestion Production Planner

   Production Planner compares the item, make or buy choice, quantity and dates with approved demand and existing supply. Check the quantity unit and current supplier or production timing before arranging another commitment.

   • Check quantity and dates
   • Updates Planning suggestions, Items, Inventory balances

2. Firm the planning choice Production Planner

   Production Planner moves a reviewed suggestion from Proposed to Firmed under the agreed procedure. Production Operator can also maintain suggestions; rehearse any narrower action responsibility during setup.

   • Retain the reviewed planning choice
   • Updates Planning suggestions

3. Prepare the supply document Production Planner

   Production Planner prepares a purchase and its item lines for Buy, or the intended work order for Make. Check the actual item, quantity and date on that document against the requirement being covered.

   • Prepare actual supply separately
   • Updates Purchase orders, Purchase lines, Work orders

4. Approve the purchase commitment Manager

   For Buy, Manager reviews the Draft purchase and approves it under the responsibility configured during setup. For Make, use Production Planner's separate guarded release process before authorizing production work.

   • Authorize the configured Buy commitment
   • Updates Purchase orders, Purchase lines
   ApprovalA person approves before the work moves on.

5. Reconcile the handoff Production Planner

   Production Planner confirms sending before marking a purchase Sent. Check the actual supply commitment before moving its suggestion from Firmed to Released. Review the supply represented in the next run so the team can explain the incoming quantity.

   • Check actual supply against planning coverage
   • Updates Planning suggestions, Purchase orders, Purchase lines, Work orders

Production Planner

, Production Operator, Quality Reviewer, Manager.

Configure Manager's purchasing approval responsibility before the Buy path depends on it.