Difference between revisions of "Internal order"

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Whenever staff members require items to work they have the need to communicate this demand. Depending on the use case, our [[ZUGSEIL Shop|shop solution]] offers several ways to file it: '''internal orders''' or file a [[Purchase Requisition|purchase requisition.]]
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'''"


Examples for internal orders
==== Maturation phase ====
This offers a rapid process for employees to fill their demand on items required for their work (e.g. for [[C parts|c-parts]]). Typical products for this process are [[C parts|c-parts]] like tools, [[Personal Protective Equipment (PPE)|personal protective equipment (ppe)]] or corporate wear. The processual outcome of the shopping process is either an i'''nternal orde'''r,  a [[purchase order]] or a [[Customer Order|customer order]].
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.  


== Internal order flow ==
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'''"
[[Purchase requisition|Purchase requistion]] (freetext) --> internal order --> fulfillment     
== Fulfillment of internal orders ==


==== Approval phase ====
Once the order is ready for processing, it enters the approval phase. In this phase three types of approval must be greated:


Once the demand is filed, companies have two decide between two core fulfillment strategies:
* Internal Order Team Approval
* Internal Order Material Approval
* Internal Order Financial Approval


* '''stock''' '''fulfillment''' - means the fastest availability of goods. Downsides are capital binding, warehousing and disposition planning costs.  
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'''"
*'''On demand purchasing''' - means slower availability and direct dependency on supplliers. Benefit is the reducion of warehousing cost. Capital binding and disposition planning can be negotiated with the suppliers.


==== Fulfillment phase ====
Once the internal order is approved, the [[Fulfillment|fulfillment phase]] begins. The


== General Process Flow ==
* '''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.


* Ordering
== Related development articles ==
* "AdHoc purchasing" vs "Local Fulfillment"
*


== Process "Just in time ordering" ==
* [[Dev:Fulfillment plan]]
 
* [[Dev:Internal order|Dev:Internal Order]]
=== Gathering and grouping of demand ===
*[[Dev:Internal order default status]]
 
*[[Dev:Distribution order slip document type|Distribution order slip document type]]
=== Clearance process ===
Purchaing with supplier
 
Fulfillment
 
Billling
 
== Process "Local Warehousing" ==
 
== Problems ==
Maverick buying
 
distributed clearance process require process guidance - especially material clearance
 
Combination of "Just in time process vs. bulk ordering
 
warehousing in bulk ordering


== Related articles ==
== Related articles ==
* [[Purchase Requisition]]
* [[Purchase requisition]]
*[[Dev:Internal order default status]]
*[[Fulfillment]]


[[Category:Order Types and related objects]]
[[Category:Order Types and related objects]]
[[Category:Glossary]]
[[Category:Glossary]]
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__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

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

Related articles

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