The auto filler integration process, sends/receives documents from/to a contract manufacturer (s) (CM).

The documents that are covered by this process are

There are control's around each document that is received from the contract manufacturer. To ensure it is correct and nothing has been missed. This will also ensure that any dependant processes will only happen if all the required information is present.

The controls that will be included by this and dependant processes are

If a purchase order is destined for a CM that is integrated, it will be sent when the order is approved.

Any order that has been sent to a CM that is integrated will be marked as confirmed when a purchase order response that matches the original purchase order is received.

An alert will be sent if the order response does not match the purchase order. This will also be reflected in a maintenance dashboard.

Any order that has been sent to a CM that is integrated will be marked as in transit when a despatch advice that matches the original purchase order is received.

The purchase order unit prices will be updated to match the price that is confirmed in the despatch advice. The purchase order line override pricelist setting will be used to indicate that this price update has occurred.

An alert will be sent if the despatch advice does not match the purchase order. This will also be reflected in a maintenance dashboard.

Process controls will be implemented via hard blocks for elements that must be present when a transaction is executed and a tagging mechanism for elements that are best monitored via reporting.

Purchase order prices should be defaulted to an agreed unit price (average rolling purchase price/ cost plus amount). A tolerance is defined of how far price's are allowed to differ before a hard control is implemented.

If a price change is above the buyer's limit but within tolerance the purchase order will be sent for re-approval.

If a price change is within the buyer's limit but above tolerance the purchase order will be put on hold for review.

Both estimate and actual price's should be stored for review.

If a purchase order has not been updated with the actual prices, purchase order receipt's will be blocked.

Any orders in scope for the process can be reviewed from the Filler Order Review dashboard:

The top panel (1) provides an overview of the orders, as well as their 'state'.

Any orders which have not been updated for longer than a day will be highlighted (2).

Upon selection of an order in the top panel, broken down detail will be displayed the the order in the panels below. The bottom left (3) provides detail of order lines, while the bottom right (4) provides a list of the changelogs present for both the order head and lines, including any detail changes which may have occurred during processing (eg. price change).