Difference between revisions of "Internal order"
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For staff members requiring items to work, the internal order is the document of choice to communicate their demand. | |||
== | == Phases of an internal order == | ||
[[ | [[File:InternalOrder Phases.png|thumb|600x600px|Phases of an internal order]] | ||
==== Creation phase ==== | |||
For the creation phase, we have designed our [[ZUGSEIL Shop|shop solution]] to file the internal order. Typically two use cases can be differentiated: | |||
* the user knows <u>the exact items</u> which are required, picks a product listed in the shop. We call this a '''fully qualified product position''' Example: I want product "HP 17-Cp0212ng". | |||
* the user knows only his <u>general demand</u>, but does not know which products are the right ones. We call this a '''[[Purchase requisition|purchase requisition position]]''' Example: I want a "bike with 20 inch wheels" | |||
After creation has completed the internal order reaches the state "'''created'''" | |||
==== Maturation phase ==== | |||
If an inernal order holds purchase requisition positions, it can not become approved as not full qualitifed product is leaving uncertaintainy. This makes material, price and team approals impossible and the approval phase may not be entered. | |||
In this phase a operative procurement officer is researching about the ''purchase requisition positions'' trying to convert them into a ''fully qualified product'' positions. Once all positions are converted, the internal order reaches the state "'''ready for processing'''" | |||
== | ==== Approval phase ==== | ||
Once the order is ready for processing, it enters the approval phase. In this phase three types of approval must be greated: | |||
* | * Internal Order Team Approval | ||
* | * Internal Order Material Approval | ||
* | * Internal Order Financial Approval | ||
Each internal order may or may not be subject to these three approvals. If they are not subject, they will be automatically granted this approval type. Only when all three approvals types were granted the internal order receives the state "'''approved'''" | |||
=== | ==== Fulfillment phase ==== | ||
Once the internal order is approved, the [[Fulfillment|fulfillment phase]] begins. The | |||
* '''stock''' '''fulfillment''' - means the fastest availability of goods to the internal customer. This fulfillment uses (internal) [[Shipment order|shipment orders]] to deliver goods from local warehouses. | |||
*If the goods are not available immediately, a '''buy or make decision''' has to be made. This type of fulfillment uses [[Purchase order|purchse orders]] or [[Production order|production orders]] to fulfill the internal demand. | |||
== Related development articles == | |||
* [[Dev:Fulfillment plan]] | |||
* [[Dev:Internal order|Dev:Internal Order]] | |||
*[[Dev:Internal order default status]] | |||
*[[Dev:Distribution order slip document type|Distribution order slip document type]] | |||
== Related articles == | == Related articles == | ||
* [[ | * [[Purchase requisition]] | ||
*[[Fulfillment]] | |||
[[Category:Order Types and related objects]] | [[Category:Order Types and related objects]] | ||
[[Category:Glossary]] | [[Category:Glossary]] | ||
__NOTOC__ | __NOTOC__ | ||
Latest revision as of 11:40, 6 July 2024
For staff members requiring items to work, the internal order is the document of choice to communicate their demand.
Phases of an internal order
Creation phase
For the creation phase, we have designed our shop solution to file the internal order. Typically two use cases can be differentiated:
- the user knows the exact items which are required, picks a product listed in the shop. We call this a fully qualified product position Example: I want product "HP 17-Cp0212ng".
- the user knows only his general demand, but does not know which products are the right ones. We call this a purchase requisition position Example: I want a "bike with 20 inch wheels"
After creation has completed the internal order reaches the state "created"
Maturation phase
If an inernal order holds purchase requisition positions, it can not become approved as not full qualitifed product is leaving uncertaintainy. This makes material, price and team approals impossible and the approval phase may not be entered.
In this phase a operative procurement officer is researching about the purchase requisition positions trying to convert them into a fully qualified product positions. Once all positions are converted, the internal order reaches the state "ready for processing"
Approval phase
Once the order is ready for processing, it enters the approval phase. In this phase three types of approval must be greated:
- Internal Order Team Approval
- Internal Order Material Approval
- Internal Order Financial Approval
Each internal order may or may not be subject to these three approvals. If they are not subject, they will be automatically granted this approval type. Only when all three approvals types were granted the internal order receives the state "approved"
Fulfillment phase
Once the internal order is approved, the fulfillment phase begins. The
- stock fulfillment - means the fastest availability of goods to the internal customer. This fulfillment uses (internal) shipment orders to deliver goods from local warehouses.
- If the goods are not available immediately, a buy or make decision has to be made. This type of fulfillment uses purchse orders or production orders to fulfill the internal demand.
Related development articles
- Dev:Fulfillment plan
- Dev:Internal Order
- Dev:Internal order default status
- Distribution order slip document type