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- SCM with Lot Tracking
- Process
- Exception review
Exception review
Operation Receipts hold an operation key, action, expected revision, result state, occurrence date and any failure reason. Their link to the parent stock request makes an exception traceable to the work that was attempted. Inventory Reviewer uses this context to decide what needs reconciliation.
Step by step
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Prepare request Inventory Coordinator
Inventory Coordinator records the intended item, quantity, owner and location on the request.
- Defines intended work
- Updates Stock requests
-
Submit for review Inventory Coordinator
The coordinator presents the revision and supporting evidence.
- Presents the revision
- Updates Stock requests, Record attachments
-
Decide revision Inventory Reviewer
Inventory Reviewer records a reasoned decision on the frozen revision.
- Retains reviewer and reason
- Updates Review decisions
ApprovalA person approves before the work moves on. -
Execute approved action Inventory Coordinator
The coordinator follows the approved work and inspects the operation receipt.
- Records the attempted result
- Updates Operation receipts
-
Reconcile evidence Inventory Reviewer
The reviewer compares expected revision, result and recorded effects.
- Checks effects against intention
- Updates Stock movements, Stock reservations, Recall scopes
-
Resolve exceptions Inventory Reviewer
The team investigates Failed or needs review results and records the outcome in the connected work trail.
- Retains failure reason and follow-up
- Updates Operation receipts, Stock requests
Who does what
Roles and permissions- Inventory Reviewer
- Owns the evidence comparison; Inventory Coordinator supplies request context and follows the result; Auditor reads the authorized trail.
Set up SCM with Lot Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.