Order to routing decision

Step by step

1. Record order Order Coordinator

   Order Coordinator identifies the customer, organization, owner and promised date. The order starts in Draft with its net amount and source reference.

   • Draft order tied to its customer
   • Updates Customer orders, Customers, Organizations

2. Add lines Order Coordinator

   Order Coordinator enters the requested SK us and ordered units. Line numbers keep an order with several products readable.

   • Requested SKU quantities recorded
   • Updates Order lines, Products

3. Confirm order Order Coordinator

   Order Coordinator checks the customer and line quantities before changing the order from Draft to Confirmed.

   • Order marked Confirmed
   • Updates Customer orders, Order lines

4. Prepare routing Supplier Coordinator

   Supplier Coordinator attaches a Draft route to the confirmed order and enters the supplier reference and intended routed units when known.

   • Draft route linked to order
   • Updates Supplier routing, Customer orders

5. Submit routing Supplier Coordinator

   Supplier Coordinator moves the route from Draft to Submitted. The current order and route revisions provide context for review.

   • Route marked Submitted
   • Updates Supplier routing

6. Review routing Order Reviewer

   Order Reviewer checks the current order and records Approve, Reject or Return with a reason and source revision. An approved route moves to Approved; a rejected route moves to Rejected.

   • Decision and route state recorded
   • Updates Review decisions, Supplier routing
   ApprovalA person approves before the work moves on.

Order Coordinator

, Supplier Coordinator, Order Reviewer.