Operations

Operating Procedures

Step-by-step procedures for the core operations across every team. Most tie into a workflow that automates the record-keeping.

Manufacturing

Run MRP and release work orders

  1. Confirm demand is current — sales orders entered and open work orders are in the right status.
  2. Trigger the MRP Run workflow from the MRP Run page or workflow screen.
  3. Review MRP Requirement Lines — check gross vs. on-hand vs. net requirements to validate the plan.
  4. Review Planned Orders — confirm make vs. buy classification.
  5. Convert make planned orders using the Convert Make Planned Orders workflow to create work orders.
  6. Convert buy planned orders using the Convert Buy Planned Orders workflow to create purchase orders.

Issue components to a work order

  1. Open the target Work Order.
  2. Check Work Order Components are present and quantities are correct.
  3. Run the WO-2 Issue Components workflow (button).
  4. Verify on-hand inventory decreased and stock ledger entries were created.

Complete a work order

  1. Ensure all components are issued and job cards/labor are reported.
  2. Open the work order and press Complete Work Order (WO-3).
  3. Confirm the work order status is Completed.
  4. Verify finished-good quantity was added to inventory and a completion ledger entry exists.

Procurement

Receive goods against a purchase order

  1. Open the Purchase Order you are receiving against.
  2. Log the Goods Receipt, linking the PO and line items.
  3. Run the W31 · Goods receipt + QC routing + GR-IR posting workflow.
  4. Complete any quality control steps routed by the workflow.
  5. Verify inventory increased and the GR-IR journal entry was posted.

Order-to-Cash

Create a sales order and invoice

  1. Create the Sales Order with customer and lines.
  2. Let W10 approval routing approve it if configured.
  3. Ship against the order (drives W12 shipment & COGS posting).
  4. Run Invoice Creation to generate the customer invoice.
  5. Post it with W14 AR invoice posting.

Warehouse

Transfer stock between warehouses

  1. Create a Stock Transfer with source/destination warehouse and lines.
  2. Run the Stock Transfer to Ledger workflow.
  3. Verify both warehouse balances updated and ledger entries posted.

Adjust stock (scrap, damage, variance)

  1. Create a Stock Adjustment with the product, warehouse, and quantity delta.
  2. Run the Stock Adjustment to Ledger workflow.
  3. Verify the ledger reflects the adjustment.

Finance

Receive a customer payment

  1. Create a Payments Received record for the customer.
  2. Run W15 cash receipt application and posting to apply it to invoices and post cash.
  3. Reconcile the invoice status to Paid.

Pay a supplier bill

  1. Log the supplier Bill (from a goods receipt or PO).
  2. Run W33 bill approval routing + posting.
  3. Run W35 vendor payment + posting to pay it.