Client request position List
Group stock requests by organization, status, item and required date to see work approaching its due date.
Read request, stock, claim, statement and operation evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 36 | ||
| Review | 8 | 22% | |
| Approved | 3 | 38% | |
| Executed | 1 | 33% |
Sample totals per stage
Group stock requests by organization, status, item and required date to see work approaching its due date.
Show lot codes, expiry dates and release states by item before the team reserves stock.
Compare active reservation quantities by item, location and lot with their expiry dates and linked requests.
Sum signed posted quantities by item, location and lot and identify compensating movements linked to originals.
Compare billable pallet days, contract rate and decision outcomes by organization and service date.
Group receipts by result state, action and failure reason to direct reconciliation.
Trace decision, reviewer, source revision and reason for each stock request.
List request attachments by evidence type, visibility, uploader and upload date.
Start free, then use Proto to change fields, steps and approvals before your team goes live.