Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and scope
Order drafting needs boundaries before automation. Define the requester, permitted catalogue and mandatory fields: price, currency, quantity, supplier and delivery. Preparing a proposal, approving expenditure and sending the order are separate operations. The agent must never interpret an informal conversation as authority to purchase goods.
Illustrative example
Illustrative example: purchasing requests five boxes containing twenty pieces each. The catalogue uses individual units, so the draft shows one hundred units, the conversion and its source. If that conversion is missing or the price has expired, explain the uncertainty rather than preparing an apparently final amount.
Acceptance check
Test ambiguous products, price changes and repeated requests. Approval identifies an exact version; changing quantities requires another review. Every draft must be traceable to its sources. Accept the pilot when retrying a request cannot send a second order and the responsible person can correct the draft before approval.
Key takeaways
- Accept the pilot when retrying a request cannot send a second order and the responsible person can correct the draft before approval.