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- Order Management System
- Process
- Release to completion
Release to completion
An Approved order can be released for fulfillment. The release action records a Shipped event per line, marks lines Fulfilled and leaves a processing receipt. Release also advances the order revision and moves it to Executed. Reconciliation then compares the order with its lines, fulfillment events, payment evidence and receipts and records the result separately.
Step by step
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Release fulfillment Fulfillment Coordinator
Fulfillment Coordinator starts from the Approved order, records shipment against its lines and moves the order to Executed.
- Records shipped events, fulfilled lines and Executed order
- Updates Customer orders, Order lines, Fulfillment events, Order processing receipts
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Capture payment evidence Finance Reviewer
Finance Reviewer attaches payment method, amount, status and verification state to the order.
- Attaches the payment amount and reference
- Updates Payment evidence, Customer orders
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Reconcile completion Order Operations Manager
Order Operations Manager compares the evidence. A match records a Verified receipt and can move an order still at Approved to Executed; a mismatch records a Failed receipt and opens an exception without reversing an earlier release.
- Records verification or discrepancy
- Updates Customer orders, Order lines, Fulfillment events, Payment evidence, Order processing receipts, Order exceptions
Who does what
Roles and permissions- Fulfillment Coordinator
- Releases the order; Finance Reviewer maintains payment evidence; Order Operations Manager owns reconciliation and discrepancy follow-up.
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