Prepare an order for approval
Check a queued need, make a draft in the supplier unit and submit it for a supervisor.
For operators
Sam Ashworth is signed in as an Operator at Hartwell & Pryce Engineering, Brighouse works. An independently reviewed catalogue and a 150-piece bolt request are already present. The request is separate from the prepared orders used in other lessons.
Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.
Prepare an order for approval
- Open the request queue
Open the request queue.
Check which requests still need ordering and which supplier can fulfil them.
- Prepare the bolt request
Prepare the bolt request.
M8-ZP needs 150 pieces. Select this request and check the suggested supplier before making a draft.
- Read why two boxes are suggested
Read why two boxes are suggested.
Each box contains 100 pieces. Two whole boxes cover the 150-piece need. Read the supplier-choice and rounding rules, their release, the facts used and each outcome. This current queue preview explains the suggested draft quantity; approval is a separate action.
- Keep the quantity in supplier boxes
Keep the quantity in supplier boxes.
Enter 2 boxes. Check the supplier unit as well as the quantity; Purchasing keeps the conversion to pieces.
- Set the requested delivery date
Set the requested delivery date.
Request delivery on 21 October. A requested date is not a supplier promise.
- Choose Goods in
Choose Goods in.
Choose the approved Goods in address and check that it is the correct delivery point.
- Add the delivery instruction
Add the delivery instruction.
Keep a clear instruction for the supplier with this draft.
- Make the draft order
Make the draft order.
Purchasing saves the selected request as a draft. It has not approved the order, changed physical stock or told the supplier.
- Review Draft 3
Review Draft 3.
Open the saved draft and check the supplier, two boxes, 200 pieces, delivery address and date.
- Submit the checked draft for approval
Submit the checked draft for approval.
Submit the exact draft you checked. It now waits for a supervisor; submission does not approve or send it.
A draft and a submitted order are not an approved commitment. Ask a supervisor to resolve a hold. If the answer to an action is uncertain, check the original action before trying anything else.