Manufacturing workflow automation across ERP and office tools
Automate manufacturing workflows across ERP, email, spreadsheets and supplier portals, from sales orders and receiving to reporting and exception review.
- 501manufacturing processes in the Process Atlas
- 10playbooks on this page
- 1agent that works the screens you already use
The office behind the shop floor
Every part that ships leaves a paper trail: a customer PO, a supplier confirmation, a packing slip, a traveler, an inspection report, a bill of lading, an invoice. Someone keys, checks and chases each one. The Process Atlas counts 501 back-office processes in manufacturing, and these ten are the ones teams ask about first.
Pick your playbook
Each card opens a full playbook in the same layout, so you can compare them side by side.
- Customer PO to Sales Order Check each PO against quote, price, part cross-reference, lead time, credit and terms before keying the order. Owner: customer service Read the playbook
- Supplier PO Expediting Chase unconfirmed PO lines, compare confirmations field by field and rank what to expedite. Owner: buyer Read the playbook
- Receiving Discrepancies Turn slips, bills of lading and dock counts into correct receipts, and route every discrepancy. Owner: receiving Read the playbook
- Cycle Counts Pick what to count, research variances before adjusting, and post only approved adjustments. Owner: inventory control Read the playbook
- MRP Exceptions Clean data before the run, then a short list of planning messages ranked by the demand they threaten. Owner: production planner Read the playbook
- Shop Floor Reporting Reconcile labor, completions and scrap from terminals, MES and travelers with the ERP. Owner: production supervisor Read the playbook
- Nonconformance to CAPA Open the NCR, hold the stock, record the board's decision and chase corrective actions to closure. Owner: quality manager Read the playbook
- Preventive Maintenance Turn intervals and meter readings into released work orders, and checklists into closed ones. Owner: maintenance planner Read the playbook
- Shipping, BOL & ASN Build the bill of lading, book the carrier and send a ship notice that matches the truck. Owner: shipping coordinator Read the playbook
- AP Three-Way Match Match every invoice line to its PO and receipt, then post, hold or route by tolerance. Owner: accounts payable Read the playbook
What every playbook has in common
Your ERP stays the system of record, and its own matching, planning and EDI keep the jobs they already do well. The agent handles everything around them: inboxes, portals, PDFs, travelers, spreadsheets and the checks that tie them together. Exact rules handle tolerances, conversions and dates. People decide anything that changes a price, a schedule, a disposition or a pay record.
More on how the agent sees and works the screen is on the Product page. Product →
-
Exact rule
unit conversion -
The model reads
handwritten traveler -
A person decides
use-as-is disposition
Works where your team already works
Epicor Kinetic, SAP S/4HANA, Dynamics 365, Oracle Fusion, Infor SyteLine, NetSuite, MES and CMMS screens, supplier and carrier portals, Outlook and Excel. The agent uses them the way your staff does, in your own browser.
- Epicor Kinetic
- SAP S/4HANA
- Dynamics 365
- Oracle Fusion
- Infor SyteLine
- NetSuite
- MES
- CMMS screens
- supplier and carrier portals
- Outlook
- Excel
Example: customer PO to a reviewed ERP order
Manufacturing workflow automation helps order management, purchasing and finance teams move documents and decisions between ERP, email, spreadsheets and supplier portals. These playbooks cover business processes around production; machinery control remains with your plant systems.
A customer sends a PO by email. The workflow reads the document, matches customer and item records, checks quantities and prices, and prepares the sales order in the ERP. The order owner reviews unknown items, credit holds or price differences before release. The output is a checked order linked to its source, with unresolved items assigned for review.
Keep the native ERP rules and approvals that already work. Use the process guides and named-system pages below to identify the manual handoffs that remain.
No prompts. No babysitting. No Integrations.