Would it be possible to create a custom workflow for the Receiving process? we have many different people who touch the parts upon receiving and it would be nice to be able to capture the routing, approval and work performed. Upon receiving, we have an individual check Packing slip and verifies parts are (for the most part) accounted for and not obviously damaged. Then, if necessary, we route to quality for inspection. I would like to capture the fact that it was routed to the quality person, and then the could, in the workflow, set it to “complete”, then route it back to person who would then put the parts in inventory.
I would be happy to send this request to our product development team for review. I will get back to you as soon as I have clarity.
- Cetec ERP Support
Have you had a chance to explore the custom incoming inspection workflow in Cetec?
Here’s how it typically works:
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Receiving performs the initial check and marks the receipt as complete.
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If further inspection is needed, the parts are routed to the appropriate Quality user.
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Once that inspection is complete, the Quality user marks it done and routes it back.
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Only then are the parts eligible for final putaway.
Our development team actually recommended this approach as a best practice for teams that need more structured routing and accountability during receiving. It builds in traceability and ensures that multiple users can touch and approve parts before they’re released to inventory.
Based on what you described, capturing routing, approvals, and work performed across multiple roles, this seems like it would achieve exactly what you’re looking for.
- Cetec ERP Support
That sounds like exactly what we’re looking for. I know how to customize workflows but which “workflow” do i put it under? I was hoping to create a “workflow” called “Receiving” but i don’t see how to do that…
Great question, Regis. You’re right that this isn’t a workflow tool in the same sense as the other workflow configurations in Cetec. The incoming inspection setup we’re recommending is more of a practical handoff process that leverages status updates and routing between users rather than a formalized workflow engine.
Because of that, there’s no need to create a new “workflow” like you would in, say, Routing Workflows or Order Workflows. Instead, you’re simply customizing the Receiving process by having Receiving mark the initial step as complete, then routing to Quality if inspection is required, and finally routing it back for putaway.
You’d utilize this: How To Use the New Incoming Inspections Module
Would you mind looking into that and if you need help, let us know!
- Cetec ERP Support