@user002: I have included the routing functionality in the proposed enhanced Bill of Materials.
Am I right in surmising that the Wiki & The Quality System go together?
I plod on fearless about the quality system. So the Quality System and ERPNext integrate with each other thusly:
Let’s say we are looking at the buying process:
I shall skip the Quality Manual for now.
Let’s say the Quality Procedure says; Purchases made by the organization will be made as per the following procedures:
Purchase Requirements will be aggregated on a daily basis. New Purchase Requests will be acted upon with one business day.
All Suppliers will be flagged for the types of products and services that they have been approved to supply.
For a Purchase Request a minimum of 3 and a maximum of 6 suppliers will be invited to quote. The parameters of selecting the supplier will be determined (Lowest Cost, Best Quality, Shortest Delivery Period, best payment terms or a hybrid of these parameters) and will be document prior to each RFP.
As suppliers quote, they will be benchmarked against these parameters and a net score for each of the suppliers will be assigned.
The top 2 or 3 suppliers will be invited for a round of negotiations. Various parameters will be negotiated and the new net score for the suppliers will be assigned. Purchase Orders will be released on the supplier with the best net score for the item. Where the Net Score is a tie, a supplier specializing in the item will be preferred as against a generalist. Where two specialists or two generalists have a tied score, the suppliers with the best historical performance number will be selected.
The Work Instructions for the above could look like this:
The Buyer reviews all Purchase Requests on ERPNext once a day. Buyer runs the Pending Purchase Orders report to check if a PO for the item is already included. If yes, Buyer will explore possibility of adding this quantity to the pending PO.
The Parameters of selecting the Supplier is updated on ERPNext using Parameters of Selection section of the RFP Document on ERPNext.
The Purchase Request is then matched against potential suppliers on ERPNext and the top 3-6 performing suppliers are selected based on their Performance.
Buyer will release the Request for Quotation on ERPNext to these suppliers, clearly indicating the date by which the suppliers are expected to submit their proposals.
As Proposals are submitted ERPNext calculates Net Performance Score for each proposal that is submitted.
On the day following the last date for submission of proposals, or after all suppliers respond with either a proposal or a regret, whichever is earlier, the buyer will run Supplier Net Performance Score on ERPNext and will invite the top 2 or 3 Suppliers for negotiations.
Negotiation stage is not required for purchases below $ 5K value.
Buyer will schedule meetings with suppliers on ERPNext and send out invitations for meeting. At each negotiation, the supplier will amend Proposal and submit the revised proposal.
After all negotiations are complete, the Buyer will run the Supplier Net Performance Score on ERPNext and will place the PO on the supplier with the best Net Performance Score. Where suppliers are tied, the Buyer will look at the Number of Categories the Supplier is qualified to supply and will go with the supplier that has either 1 or 2 in the number of categories. Where this number does not facilitate a decision, the Delivery Performance Index number is plotted against each supplier and the person with the better delivery performance number is chosen. PO is released on the supplier on ERPNext.
So in this kind of a scenario, appropriate customizations will have to be made on ERPNext to accommodate the work Instructions and the reports, the documents generated by ERPNext will be used as artifacts to demonstrate the performance of these work instructions.
I am guessing that the Wiki is a collaborative way to come up with these quality requirement documents.
Have I been able to capture your requirement?
Me thinks you are actually gunning for Sarbanes Oxley implementation with this enhancement. Actually it’s an excellent idea for demonstration of Internal Controls for any organization.