(Company) Office Order

This guide will help you understand the process a company employee follows to restock office supplies at a specific storage location using Matrix42.

Overview

Common : Branch Office Replenish

Walkthrough

  1. Accessing the Catalog: Office employees can access a special catalog within the Matrix42 system. This catalog lists all items stored at locations they are responsible for.ud_office_catalog.png
  2. Creating a Company Order: Employees must ensure that their order only includes items available at the delivery location. The system will show an error message if any item in the order isn't stored at the delivery location, preventing the order from proceeding until corrected.ud_invalid_office_order.pngud_office_order_start.png
  3. Order Approval Process:
    • Once the order is free of errors, it can be created in Matrix42.
    • The creation of the order initiates an approval process for the items in the cart, managed by the "Approval - RootITUp Order Analysis" workflow.
    • When the items are approved, they are ready to be processed, or 'provisioned', using the "Provisioning - RootITUp Booking Common Processing" workflow.
  4. Processing Steps:
    • The order is registered in the order management system, marked complete when an "OrderRegistered" event occurs.
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    • Each item in the order is added to a purchasing basket in the system. This step is complete when a "BasketItemRegistered" event happens.
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    • A ticket containing all necessary details is created under a "PreApproval" category and is immediately closed. This category's settings can be customized.
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    • Each item is then confirmed in the system using its ticket ID. This step is complete when a "BasketItemConfirmed" event is noted.
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  5. Finalizing the Order:
    • After all items in the basket are confirmed (or deregistered), a purchase request is made in the S4Hana system.
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    • The IT Procurement team approves the purchase requisition.
    • The purchase request is automatically turned into a purchase order by a purchasing job in SAP S4Hana.
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    • The initial ticket, which was in the PreApproval category, is now moved to the "Purchase" category.
  6. Completion and Receipt:
    • The processing of the booking items is considered complete.
    • Finally, accepting the processed bookings in the system triggers a confirmation of goods received in S4Hana.
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This process outlines how a company order for restocking office supplies is handled from start to finish within the system.

Updated on 05 Jul 2024