Last edited 2 weeks ago
by Demo writer

IMS:Procurement of materials: Difference between revisions

No edit summary
No edit summary
 
Line 16: Line 16:
{| class="wikitable" style="width:100%;"
{| class="wikitable" style="width:100%;"
|+R=Responsible party; P= Participants in the process
|+R=Responsible party; P= Participants in the process
!Input<br />(resources)!! style="width:55%;" |Steps
!Input<br />(resources)!! style="width:55%;" |Steps (link to work instruction if exists)!!Output<br />(deliverables)!!R!!P
!Work instruction!!Output<br />(deliverables)!!R!!P
|-
|-
|Request form ||Submit purchase request
|Request form ||submit purchase request|| ||employee||
| || ||''who?''||''who?''
|-
|-
|
|
|Assess vendors
|assess vendors
|
|
|
|
|purchasingemployee
|
|
|-
|-
|
|
|Negotiate terms
|negotiate terms
|
|
|
|
|purchasingemployee
|
|
|-
|-
|
|
|Create purchase order
|create purchase order
|
|
|
|
|purchasingemployee
|
|
|-
|-
|Purchase order
|receive and inspect the delivered goods
|
|
|Receive and inspect the delivered goods
|receptionist
|
|warhouse worker
|
|
|
|-
|-
|
|
|Conduct three-way matching
|conduct three-way matching
|
|
|
|
|
|
|
|-
|-
|Invoice
|approve invoice
|
|
|Approve invoice
|purchasing employee
|
|
|
|
|
|-
|-
|Approved Invoice
|arrange payment
|
|
|Arrange payment
|accountant
|
|
|
|
|
|-
|-
|Purchase order, approved invoice
|close out request
|
|
|Close out request
|purchasing employee
|
|
|
|
|
|}
|}

Latest revision as of 16:25, 14 March 2024

Document type: Process description
Document ID:
Assigned standards: ISO 9001:2015 - 8 Operation
Process owner: Emma Røgeberg
Roles affected:
Business unit: 100
Approval state: First draft (Version: 0)
Approval by:
Approval date:
Valid from:
Valid until:
Internal audit due:

Purpose / goals

Material procurement largely includes purchasing tasks. This includes determining the order quantity, obtaining and comparing offers, placing orders, checking incoming goods and storing the goods.

The purpose of the Procurement process is to structure the purchasing processes and sourcing strategies to ensure that the services and goods we acquire are the result of objective as well as time- and cost-effective decision making.

Predecessor

Manage inventory

Recipient

Accounting

Process steps

R=Responsible party; P= Participants in the process
Input
(resources)
Steps (link to work instruction if exists) Output
(deliverables)
R P
Request form submit purchase request employee
assess vendors purchasingemployee
negotiate terms purchasingemployee
create purchase order purchasingemployee
Purchase order receive and inspect the delivered goods receptionist warhouse worker
conduct three-way matching
Invoice approve invoice purchasing employee
Approved Invoice arrange payment accountant
Purchase order, approved invoice close out request purchasing employee

Process diagram

drawio: Process_diagram_for_Procurement_of_materials

Performance indicators

How are the goals measured?

Risks

What could go wrong? What are possible sources of error?

Resources

What resources are necessary to complete the process?

Equipment

Systems, software, tools,...

Personnel / Qualifications

What roles are needed to perform this process?

Supporting documents

Which documents are related to this process (policies, guidelines, checklist templates, ...) ?

Records

Any observations or reports that confirm the effectiveness of this process (completed checklists, meeting minutes, interviews, ...).

No categories assignedEdit

Discussions