Processes
Contents
The following table illustrates the ‘through route’ processes for an enquiry that leads to an order that requires a single purchase order and a single works order to fulfil it. Notice that the production of most documents involves two stages; stage one ‘raises’ the document and stage two ‘approves’ it.
Trigger event |
Activity |
Result document |
Receive Customer Enquiry |
Take enquiry |
Enquiry Acknowledgement Letter |
Diary |
Determine enquiry response |
|
Diary |
Send quotation |
Quotation Letter |
Diary |
Follow-up quotation |
|
Receive Customer Order |
Take sales order |
Sales Order Acknowledgement Letter |
Diary |
Schedule and approve sales order |
Sales Order Confirmation Letter |
Diary |
Raise purchase order |
|
Diary |
Approve purchase order |
Purchase Order |
Receive Supplier Delivery Note |
Match delivery to order |
Goods-In Labels |
Diary |
Inspect and book-in delivered goods |
Inspection Labels |
Receive Supplier Invoice |
Match invoice to delivery |
|
Diary |
Approve supplier invoice |
|
Diary |
Approve works order |
Works Order |
Works order step complete |
Log works order progress |
Device Labels |
Works order output complete |
Book-in works order output |
Inspection Labels |
Diary |
Sign-off works order |
|
Diary |
Raise dispatch note |
|
Diary |
Approve dispatch |
Dispatch Note, C of C, Consignment Note, Package Labels |
Diary |
Raise sales invoice |
|
Diary |
Approve sales invoice |
Sales Invoice |
Diary |
Follow-up dispatch |
|
Diary |
Post Invoices to Accounts |
Where the Trigger event is specified as Diary, it is referring to a reminder automatically placed there. See The Event Diary for more information.