PROCESS DOCUMENTATION — MACHINE MANUFACTURING

End-to-end ERP workflow, from first enquiry to closed complaint.

Six connected phases carry a machine order from sales enquiry through engineering, dispatch and after-sales service — with every quality check, serial number and document captured once, in one system.

SALES PLAN MAKE SHIP SERVE ERP CORE
PHASE 01

Sales & Requirements

From a customer enquiry to a confirmed sales order — requirements are captured, engineered against, quoted and approved.

1

Sales Enquiry

2

Requirement Gathering

3

Technical / Customer Requirements & Change Sheet

4

Design / Engineering

5

Machine/Part Measurement & Technical Feasibility

6

Design/Drawing & BOM

7

Internal Design Approval / Multiple JA Approvals?

→Yes — proceed to Final Quotation ↩No — back to Requirements & Change Sheet
8

Final Quotation

9

Customer Approval / PO?

→Yes — Sales Order raised ↩No — revise Final Quotation
10

Sales Order

PHASE 01 COMPLETE→ PLANNING & PROCUREMENT
PHASE 02

Planning & Procurement

The order becomes a work order, materials are planned, purchased, inspected and staged for production.

11

Production Planning / Work Order

12

Material Requirement Planning

13

Purchase Requisition / PO

14

Vendor Supply

15

GRN (Goods Receipt Note)

16

Incoming Quality Inspection

17

Quality Pass?

→Yes — Store & Inventory ↩No — Return to Vendor / Corrective Action
↩ Rejected material loops back to Vendor Supply (step 14)
18

Store & Inventory

19

Barcode / Part Identification

20

Material Issue to Production

Recorded in ERP: every material or part has defined quality parameters, checked and logged at receipt.
PHASE 02 COMPLETE→ ENGINEERING & MANUFACTURING
PHASE 03

Engineering & Manufacturing

Fabrication, machining and welding feed into in-process quality checks, then assembly and final inspection.

21

Production Job Card

22

Fabrication

23

Machine Shop

24

Welding / Standard Processes

25

In-process Quality Check

26

Quality Pass?

→Yes — Assembly ↩No — Rework / Revision
↩ Failed parts loop back to Fabrication (step 22)
27

Assembly

28

Sub-assembly / Machine Assembly

29

Final Inspection

Recorded in ERP: every operation has defined quality parameters, is checked at every stage, and every machine or critical part gets serial-number traceability via barcode.
PHASE 03 COMPLETE→ DISPATCH & CUSTOMER
PHASE 04

Dispatch & Customer

The finished machine is packed, shipped, installed and commissioned on site.

30

Packing

31

Dispatch

32

Installation at Client Site

33

Commissioning / Testing

34

Final Handover

Recorded in ERP: all serial numbers, test reports, documents and checklists are captured and linked to the machine's history.
PHASE 04 COMPLETE→ AFTER-SALES SERVICE
PHASE 05

After-Sales Service

Warranty, complaints and repairs are tracked from first ticket through diagnosis, repair and closure.

35

Warranty / AMC & After-Sales Service

36

Customer Complaint

37

Service Ticket

38

Machine Repair Department

39

Diagnosis

40

Repair / Replacement

41

Quality / Testing

42

Return to Customer / Site Service

43

Complaint Closure

Recorded in ERP: all service activities, parts used, engineer visits, test reports and customer feedback.
PHASE 06

ERP Control Layer — Single Source of Truth

Every phase above reads from and writes to the same core: one set of master data, one traceability chain, one quality record.

Master Data

  • Customer
  • Vendors
  • Item / Part
  • BOM
  • Machine
  • Quality Parameters
  • Employee / User

Workflow & Approvals

  • Multi-level Approvals
  • Role-based Access
  • Escalations & Audit Trail

Barcode / Serial Traceability

  • Part & Component Serial
  • Machine Serial Number
  • Traceability Mapping
  • Complete Life-Cycle Tracking

Documents & Drawings

  • Drawings / CAD
  • Change Sheets
  • SOPs / WI
  • Certificates

Inventory Tracking

  • Stock Levels
  • Batches / Lots
  • Locations
  • Shelf Life

Production Tracking

  • Work Orders
  • Job Cards
  • Operation Tracking
  • Shop Floor Updates

Quality Management

  • Quality Parameters
  • Inspection Plans
  • Test Results
  • NCR & CAPA

Service History

  • Installed Machines
  • Service Tickets
  • Repairs / Parts
  • AMC History

Dashboards & Reporting

  • Sales Pipeline
  • Production Status
  • Quality KPIs
  • Service KPIs