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- Cross-border Trade SCM
- Process
- Purchase review
Purchase review
Start with a request for an imported component. The Buyer enters a required date, requested USD amount and purchase lines, then checks the active supplier in the same organization. The Trade Reviewer reads the lines and evidence before recording Approve, Reject or Return on the current source revision. Approval is a human decision; the decision record identifies its reviewer and reason.
Step by step
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Prepare demand Buyer
Create a Draft request with owner, counterparty, amount and required date.
- Create a Draft request with owner, counterparty, amount and required date
- Updates Purchase requests, Organizations, Suppliers
-
Detail requested lines Buyer
Add quantities and prices to the purchase case.
- Add quantities and prices to the purchase case
- Updates Purchase lines, Purchase requests
-
Check supplier context Buyer
Check the active counterparty and eligibility note.
- Check the active counterparty and eligibility note
- Updates Suppliers, Organizations
-
Submit for review Buyer
Identify the submitted revision and operation result.
- Identify the submitted revision and operation result
- Updates Purchase requests, Operation receipts
-
Decide purchase Trade Reviewer
Record the decision, reason and source revision.
- Record the decision, reason and source revision
- Updates Review decisions, Purchase requests
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Buyer
- , Trade Reviewer, Trade Operations Lead and Admin.
Set up Cross-border Trade SCM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.