What it covers
Track location balances, partial receipts and controlled conversion of inventory into assets.
Revenue and contracts
Procurement and inventory
Connect approved demand to supplier orders, receiving and stock movements.
How it works
Follow approved demand into stock
Connect approved procurement to supplier orders, receiving and inventory movements. Location balances and partial receipts give operations a clearer picture of what has arrived and where it belongs.
In practice
Convert received inventory into tracked assets through a controlled workflow.
When to use it
Useful situations
- Turn approved operational demand into a tracked supplier order.
- Record full or partial receipts against an order and stock location.
- Review stock movement before converting eligible inventory into managed assets.
A working path
How the work moves
Start from approved demand
Confirm the requested item, quantity and approval context before creating a supplier order. Choose the supplier and receiving location carefully so the order can be reconciled when goods arrive.
Receive what arrived
Record each receipt against the order and its destination, including partial quantities when the full order has not arrived. Check the outstanding balance before closing or revising the purchase.
Review stock and asset conversion
Inspect location balances and movement history after receiving. Convert inventory into managed assets only through the supported controlled workflow, preserving the link between purchased items and their assigned lifecycle.
Illustrative scenario
Staged equipment delivery
An operations team orders ten devices for a new site, receives six first, records the partial receipt at that location and completes the balance when the supplier delivers the remaining units.
Before you start
What to check
- Accurate balances depend on recording receipts and movements at the correct location; reconcile external stock changes before acting on the register.
- Procurement records do not imply supplier payment or a connection to an external warehouse/accounting system unless separately configured.
Can an order be received in parts?
The workflow tracks partial receipts and outstanding quantities against supplier orders.
Can stock become an asset record?
Eligible inventory can be converted through a controlled workflow that connects it to asset management.
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