Industrial automation / workflow 02
PO → Order
without re-keying the same transaction.
Read incoming purchase orders, validate them against customer and ERP truth, and create a review-ready sales order while routing mismatches instead of forcing staff to find them later.
What the workflow does.
- Capture the PO and attachments.
- Extract customer, PO number, items, quantities, requested dates, terms, and shipping instructions.
- Match customer and SKU records.
- Validate pricing, terms, availability, duplicate risk, and required fields.
- Route mismatches and unknown values to the order desk with the source evidence attached.
- Create a draft or approved ERP sales order according to the agreed authorization level.
- Record the source PO, validation results, approval, and final transaction identifier.
Governance built in
Replays do not create duplicate orders. Conflicting price or terms stop the write. Unknown customers and SKUs route to review. High-risk or nonstandard commitments require a person before release.
Measure the result.
Order-entry time · error rate · touches per order · automated volume · duplicate prevention · exception age · cost per processed order.