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- Solar Project Management
- Process
- Supplier purchase to stock
Supplier purchase to stock
Carry a supplier commitment through actual and accepted arrival.
Step by step
-
Request Purchasing Manager
Purchasing Manager records demand and required date.
- Purchasing Manager records demand and required date.
- Updates Requisitions, Requisition lines
-
Approve Purchasing Manager
Purchasing Manager submits the purchase order; an independent authorized reviewer approves its committed value.
- Record the independent decision on the current purchase revision.
- Updates Purchase orders, Review decisions
ApprovalA person approves before the work moves on. -
Receive Warehouse Operator
Warehouse Operator records actual arrival.
- Warehouse Operator records actual arrival.
- Updates Goods receipts, Goods receipt lines
-
Accept Warehouse Manager
Warehouse Manager confirms a bounded usable tranche.
- Warehouse Manager confirms a bounded usable tranche.
- Updates Installation checks, Goods receipt lines
ApprovalA person approves before the work moves on. -
Match Accountant
Accountant matches bill quantity to accepted receipt.
- Accountant matches bill quantity to accepted receipt.
- Updates Bills, Bill matches
Who does what
Roles and permissions- Purchasing Manager
- , authorized reviewer, Warehouse Operator, Warehouse Manager and Accountant.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.