Reconcile operation evidence

Compare a guarded operation's recorded result with its local effects and authoritative external evidence.

Step by step

Select the receipt Procurement Reviewer

Procurement Reviewer identifies a Pending, Failed or needs-review result under an authorized purchase request. Read its action, expected revision and recorded discrepancy before investigating.
- Identify authorized Action and expected revision
- Updates Operation receipts, Purchase requests
Compare actual effects Procurement Reviewer

The reconciler reads linked local evidence and any configured authoritative external reference. The comparison concerns the result the receipt claims, not just the request's latest visible state.
- Compare linked effects and any authoritative external reference
- Updates Purchase requests, Purchase lines, Supplier assessments, Review decisions, Operation receipts
Reconcile evidence Procurement Reviewer

A verified match supports Completed. A mismatch remains a needs-review result with a concrete explanation. The check is read-first and does not blindly repeat the external action.
- Record Completed on a match or needs review with discrepancy
- Updates Operation receipts
Assign follow-up Procurement Specialist or Supplier Analyst

The responsible Procurement Specialist, Receiving Officer, Finance Officer or Supplier Analyst uses the recorded reason to investigate the relevant operation. Auditor can trace the comparison without changing its outcome.
- Explain the relevant operation and supporting evidence
- Updates Operation receipts, Record attachments

And how to keep it from happening.

Latest state substitutes for evidence. A request marked Ordered does not independently prove that the receipt's expected effect exists.
Retry used as investigation. Another supplier or financial action can duplicate an effect while leaving the original uncertainty unresolved.
Wrong external reference. A similar reference from another request cannot establish the effect claimed by the selected operation.

Procurement Reviewer: , Procurement Specialist, Receiving Officer, Finance Officer, Supplier Analyst, Auditor

Start free, then use Proto to change fields, steps and approvals before your team goes live.