Diagnose
A proposed workflow
The sequence below is a starting design, not a claim about the current operation.
- 01Define material, lot, unit, and location ownershipDefine evidence and the exception path
- 02Select traceability control pointsDefine evidence and the exception path
- 03Capture or scan movements with validationDefine evidence and the exception path
- 04Link issues and returns to work orders or batchesDefine evidence and the exception path
- 05Route negative stock, unknown lot, and quantity mismatchDefine evidence and the exception path
- 06Reconcile and classify adjustmentsConfirm ownership and handover
Design
Data inputs
Use the minimum information needed and define its source and retention.
| Reference | Input or decision to establish |
|---|---|
| 01 | Item, lot, unit, location and status |
| 02 | Receipt, transfer, issue, return and adjustment |
| 03 | Work order or batch consumption |
| 04 | User, timestamp, reason and approval |
Design
Human responsibilities
Automation routes information; accountable people retain operational decisions.
01Warehouse owns physical movement discipline
Use a representative example to confirm the cause, owner, decision rule, and exception path.
02Production confirms consumption context
Use a representative example to confirm the cause, owner, decision rule, and exception path.
03Quality controls hold and release status
Use a representative example to confirm the cause, owner, decision rule, and exception path.
04Finance and data owners govern adjustment rules
Use a representative example to confirm the cause, owner, decision rule, and exception path.
Measure
Limitations
Software cannot compensate for unmarked material or skipped physical transactions. The appropriate granularity depends on risk, cost, and operating practicality.