At Hartwell & Pryce Engineering's Brighouse works, a job needs 90 washers. An approved connected purchase line is for 120, but the first delivery contains 80. This invented case follows the records each person needs; its quantities are illustrative and do not report an exercised site workflow.
Establish identities and responsibilities
Sarah Hughes holds Owner and Author. She arranges the site and prepares reference data, but those roles do not let her receive or issue stock. James Whitaker holds Reviewer and Supervisor. He reviews the saved material and policy independently of Sarah and supervises exceptions. Sam Ashworth and Priya Shah are Operators using their own working station sessions.
Assume the approved item WASH-M8 uses whole each quantities without lot tracking, the initial stock is zero, and the reviewed policy permits the intended receiving bin, staging location and partial allocation. If the real item requires a lot or a different precision, those checks must be completed instead. The job demand has its own exact source, job reference, line and revision; it is not inferred from the purchase order.
Before the van arrives, Sam reads Expected deliveries. The 120 ordered are an outstanding commitment, not shelf stock. He keeps the exact order reference, line and current receipt revision for the source handover. If authority cannot be confirmed before recording, he stops at the refusal rather than treating an old display as a new receipt grant.
Record the first 80, then place them
Sam selects Receive this line for the approved Purchasing line. He checks the actual 80 washers, enters Actual quantity in the Approved unit, and selects Receiving, then a separate put-away. The receiving location and condition describe the objects actually received. He does not record the 40 still expected.
He chooses Check this movement, reads the prepared decision, confirms the observation and selects Record this movement. The accepted receipt establishes the 80 at receiving. Put-away remains another physical act against that receipt; a receipt report to Purchasing is not evidence that the bin placement happened.
Sam moves those 80 into the admitted bin and records Put away against the receipt. Suppose this recording returns We have not confirmed the result. He leaves the page open, retains its request ID and chooses Check the original request under his own identity. He does not move the goods again or create another put-away request.
In this branch, the original lookup returns Recorded. Current records have been refreshed. Sam checks the retained transaction, receipt and source/destination against the actual bin. If instead the authorised lookup offered Retry the original recording, he would retry that retained recording, not repeat the movement. An unresolved or retired result would go to James with the physical facts and original request ID.
Supply the part of the job that is available
In Demand, Sam opens the 90-washer requirement and verifies its source line and revision. With no other eligible stock, accepting partial allocation can reserve 80 and leave a ten-washer shortfall. Searching or looking at the demand is not reservation, and the partial reservation does not top itself up later.
Sam uses Pick for that reservation, identifies the actual allocated bin stock and staging destination, checks 80 and records the physical pick. He then records Issue for those 80 from the picked source. An issue records the transfer to the job; it is not proof that the washers were consumed in a manufactured product.
After the accepted issue, the demand remains ten short. The first 80 are no longer on hand. Purchasing's remaining 40 and the job's remaining ten are different obligations. James must not approve another whole 90-washer demand merely because the original job is incomplete.
Hand over the remaining work
Sam gives Priya a handover that can be checked against current records:
| Evidence | What Priya checks |
|---|---|
| Item and approved unit | WASH-M8 and whole each, with the current material identity |
| Purchasing line and source receipt evidence | 120 ordered, 80 physically recorded, 40 not yet received; receipt-report outcome checked separately |
| First receipt and put-away transaction | The accepted 80, receiving and bin placement, including the settled original request |
| Demand and reservation | Original 90-washer demand, 80 allocated and issued, ten still required |
| Issue transaction | Actual quantity and staging source, without inferring manufacturing consumption |
| Outstanding exceptions | Any held quantity, report awaiting resolution or unconfirmed command, with its exact reference |
The handover includes the relevant movement and request identities, not merely a photograph of a total. A Viewer can inspect the permitted history and explain it, but cannot complete the next receipt or reservation.
Complete the same requirement on the next shift
When the remaining 40 actually arrive, Priya receives only that arrival through the current source authority and puts it away after the actual placement. She does not resend Sam's earlier receipt because a report was delayed. If the previous report needs recovery, James uses its retained report path while the physical receipt history remains intact.
Priya reopens the same demand. Once its current state permits another reservation, she checks and reserves the remaining ten, then picks and issues those ten. With the stated initial zero and no other movements, 120 received less 90 issued leaves 30 on hand. That arithmetic must still agree with the actual recorded locations and conditions; it is not a replacement for those records.
A damage finding, count freeze, changed source authority or hold would interrupt this path. Priya preserves the real facts and passes the exact affected record to James. Read receiving, demand and issue and uncertain results for the controls governing each step.