General Flow:
Customers broadcast a purchase quotation for a list of product/service they require. A finalized quotation(on price and quantity) converts to Purchase order which when finalized converts to sales order then Delivery Order and then Delivery Acceptance. Each phase/module in the flow is linked to Document Management System. Document management system holds mandatory documents relevant to each phase(eg: Bill of Lading, Receipt, etc). Each purchase and sales order should also be linked to inventory system which notifies or forecasts available amount. In case of a manufacturing company, this is linked to Bill Of Materials which help monitor child and parent products.
Starting with Purchase Quotation, each screen has a "Convert to.." button, which on pressing automatically passes details from current phase to next phase.
NOTE: Line items are in editable mode in quotation phase.
Note: Depending on business rule, PO can have editable or non-editable line items. In this diagram i have kept it non-editable(shaded in blue).
Customers broadcast a purchase quotation for a list of product/service they require. A finalized quotation(on price and quantity) converts to Purchase order which when finalized converts to sales order then Delivery Order and then Delivery Acceptance. Each phase/module in the flow is linked to Document Management System. Document management system holds mandatory documents relevant to each phase(eg: Bill of Lading, Receipt, etc). Each purchase and sales order should also be linked to inventory system which notifies or forecasts available amount. In case of a manufacturing company, this is linked to Bill Of Materials which help monitor child and parent products.
NOTE: Line items are in editable mode in quotation phase.
Purchase Quotation:
Note: Depending on business rule, PO can have editable or non-editable line items. In this diagram i have kept it non-editable(shaded in blue).
Purchase Order:
Sales Order:
Delivery Order:
Delivery Acceptance:
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