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- SCM with Landed Cost Calculation
- Process
- Receipt and invoice match
Receipt and invoice match
The team can start this path from an ordinary purchase request and follow each change to its recorded result. Keep the acting person, source revision and external reference visible at the handoff. The next owner should be able to see whether the previous action finished or still needs review.
Step by step
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Identify order Buyer
Buyer confirms the ordered request and supplier reference.
- Buyer confirms the ordered request and supplier reference.
- Updates Purchase requests
-
Accept lines Receiving Clerk
Receiving Clerk records actual accepted quantity and date.
- Receiving Clerk records actual accepted quantity and date.
- Updates Purchase lines
-
Match invoice Receiving Clerk
Receiving Clerk records the supplier invoice reference against accepted scope.
- Receiving Clerk records the supplier invoice reference against accepted scope.
- Updates Purchase lines
-
Review receipt Purchasing Approver
Purchasing Approver reconciles the accepted effect.
- Purchasing Approver reconciles the accepted effect.
- Updates Purchase requests, Operation receipts
Who does what
Roles and permissions- Buyer
- Prepares and follows the purchase scope.
- Purchasing Approver
- Makes independent decisions and reconciles effects.
- Receiving Clerk
- Records accepted lines where receipt work is involved.
- Auditor
- Reads the resulting evidence.
Set up SCM with Landed Cost Calculation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.