›

Action queue — {{ role }} RACI: responsible or accountable

Spend to date by category — {{ site }}

Open budget control →

Procurement pipeline Open value by stage · LKR

{{ p.label }} {{ p.count }} · {{ p.value }}

Committed against monthly allocation Apr 26 – Mar 27 · LKR M

Monthly allocation Committed {{ phasingNote }}

Stock value by category {{ stockMixTotal }}

Open stock balance →

Current month spend by budget line — {{ mTitle }} {{ mSub }}

Committed {{ mTotal }}

Budget lineShare of month spendShareCommitted

Allocation by month Budget configuration →

12 months {{ bPieTotal }}

{{ l.label }} · {{ l.tag }} {{ l.value }} {{ l.pct }}

Below minimum stock — {{ site }} Plan replenishment →

ItemMinOn handRequiredEst. valueOwner

Procurement · SOP 6

Purchase requisitions & work orders

Material requisitions (ISF/QMS/PCH/01) and service work orders for {{ site }}, tracked in one register.

Search & filter

Search Document type Status Department Required from

Requisition & work order list Showing {{ prRegCount }} records

No matching documents {{ prRegEmpty }}

{{ pd.type }} Close×

Total value {{ pd.total }}

NoCodeDescriptionUnitQtyRate LKRTotal LKR

Total{{ pd.total }}

Rejected at {{ pdRej.level }} — {{ pdRej.cat }} {{ pdRej.text }} {{ pdRej.at }}

Cancelling closes the document. It cannot be resubmitted or ordered, and stays in the register for the record. Reason for cancelling · required

The document goes back to {{ pdRej.level }}, the level that rejected it. Earlier approvals stay in place. Correction made · required

Cancelled after rejection Reason: {{ pdCancelled.reason }} {{ pdCancelled.by }} · {{ pdCancelled.at }}

Resubmitted to {{ pdResubmitted.level }} after rejection Correction: {{ pdResubmitted.fix }} Earlier rejection: {{ pdResubmitted.cat }} — {{ pdResubmitted.text }} {{ pdResubmitted.at }}

Approval chain

Audit trail View all

New purchase requisition Close×

Editing {{ prEditBanner.no }} after rejection {{ prEditBanner.level }}: {{ prEditBanner.cat }} — {{ prEditBanner.text }}

ISF/QMS/PCH/01 · SOP 6 step 02

Purchase requisition {{ prNo }}

Prepared by {{ role }} · {{ site }} · required by 25/09/2026

SR #DescriptionUnitQty req.In stockBalanceEst. rateEst. value

Requisition value {{ prTotal }}

Quotation threshold

Month budget · {{ prBudgetCode }}

Available — September{{ prBudgetTotal }}

Committed this month{{ prBudgetSpent }}

This requisition{{ prTotal }}

Remaining this month{{ prBudgetLeft }}

Route after submit

New work order Close×

Editing {{ prEditBanner.no }} after rejection {{ prEditBanner.level }}: {{ prEditBanner.cat }} — {{ prEditBanner.text }}

Work order · service & labour charges

Work order {{ woNo }}

Raised by {{ role }} · {{ site }} · {{ woDate }}

Supplier & reference

W.O. number Supplier Address Phone Your ref Date

Charge lines {{ woLineCount }}

NoRef no.DescriptionUnitQtyUnit priceTotal

{{ l.n }} {{ l.code }} {{ l.desc }} {{ l.unit }} {{ l.total }} ×

Summary

Total charges{{ woSub }}

Discount · LKR

SSCL 2.5%{{ woSsclVal }}

VAT 18%{{ woVatVal }}

Other charges · LKR

Net amount {{ woNet }}

Charge lines come from the work order item master. Only active items with an agreed rate can be added here.

Governance

Audit trail

Every create, edit, approval, signature, print and posting across all modules — who did it, when, and what changed.

Search User Showing {{ auCount }}

Entries cannot be edited or deleted. Retained for 7 years in line with the Inland Revenue record-keeping requirement.

Governance

Accounting integration

Posted GRNs, matched invoices, payments and stock movements are sent to the accounting system as journal entries. Nothing is keyed in twice.

Connection {{ acStatus }}

Accounting system Company / ledger

Posting mode

Posting rules Which ERP event creates which journal. GL codes must exist in the chart of accounts of the connected ledger.

Posting queue

Journal entry Close×

{{ acJv.no }} · {{ acJv.src }}

Journal lines

Master data · tax

Tax configuration

Tax codes and the default taxes applied to products (item master) and services (work order item master). Requisitions, orders and invoices pick up tax from here.

Tax codes Click a code to edit its rate, scope or GL account

Default tax by {{ txKindWord }} Tick the taxes that apply. Every item in the {{ txKindWord }} inherits them.

{{ txGroupHead }}ItemsTaxes appliedPrice basisEffective rate

Effective rate = SSCL + VAT on the value including SSCL. Withholding tax is deducted from the supplier payment and is not added to cost.

{{ txEdit.title }} Close

Tax code Name Tax type Rate %

Applies to

GL account Effective from Status

Master data · service & labour charges

Work order item master

Chargeable service lines with agreed rates. Work orders draw their charge lines from this master.

Search & filter

Search Charge group Status

Service item list Showing {{ wmCount }} records

No matching service items {{ wmEmpty }}

Work order item Close×

Agreed rate {{ wmd.rate }}

Rate history

Used on work orders

New work order item Close×

New service item · {{ wmCode }} The reference number is issued automatically. New entries are held as under review until the Engineering Manager approves the rate.

Description Charge group Unit Charge basis Agreed rate · LKR Default supplier

Route after save

Only active items appear in the work order charge-line picker, so a rate under review cannot be committed to a supplier by mistake.

Security

Showing {{ secCount }}

Nothing in this view {{ secEmpty }}

{{ secPanelTitle }} Close×

User Close×

{{ secUser.role }} · {{ secUser.site }}

Digital signature Printed on: {{ secUser.docs }}

Use on documents

No signature on file.
Upload a scan or photo, or draw one.

Upload image

PNG or JPG on white paper. The white background is removed and the image is trimmed automatically.

{{ signAsk.doc }} {{ signAsk.title }} Approving as {{ signAsk.name }} · {{ signAsk.role }}

{{ signAsk.tick }} Add my signature to this documentPrinted in the {{ signAsk.box }} box with the approval date and time

No signature on file for {{ signAsk.name }}.
The document will show the approval text only.

Set up my signature in Security → Users

Security

Permissions

What each role can view, create, edit, approve and export in every module.

Module

Reports

Finance reports

Budget, spend, payables and payments — drawn from budgets, orders, receipts, invoices and payments.

Stock ledger — {{ site }}

Monthly bin card, August 2026. Opening, GRN receipts, daily issues and closing value per item.

CodeDescriptionPart numberOpenInOutClosingValue LKR

Bin card · August 2026 Close×

Closing balance Receipt Issue

Ledger entries

DateDocumentMovementInOutBalanceReference

Replenishment planning

Minimum quantity against physical stock, with replacement cost from the annual spares worksheet.

DescriptionMin qtyPhysicalRequiredUnit priceTotal costOwner

Selected {{ reorderTotal }}

Monthly budget allocation · maintenance costs FY 2026/27

Budget control

Cost centre: Plant Maintenance · Category: Personal & Home Care · {{ site }}

Monthly allocation — {{ bEditTitle }} One amount per month. It is not broken down by budget line or item.

Allocation for {{ bEditTitle }} · LKR

Previous month {{ bEditPrevTotal }}

Carry unspent balance forward {{ bCarryNote }}

Allocation by month Monthly allocations after emergency draws

12 months {{ bPieTotal }}

{{ l.label }} · {{ l.tag }} {{ l.value }} {{ l.pct }}

MonthAllocationBrought fwdAvailableCommittedClosingMovement

12 months {{ bFoot.alloc }} {{ bFoot.committed }}

Emergency draw from a future month Bring allocation forward when an unplanned breakdown exceeds the month's available balance. The source month's allocation is reduced by the same amount, so the total across the twelve months is unchanged.

Month needing funds Drawn from Amount · LKR

Approved draws

{{ d.ref }} · LKR {{ d.amt }} {{ d.from }} → {{ d.to }} {{ d.note }}

A draw above LKR 500,000 needs CEO approval before the funds are released (RACI · budget sign-off).

RefLineResponsibleCommitted to dateShare of spend

Monthly allocation vs committed Apr 26 – Mar 27 · LKR millions

Monthly allocation Committed PO / WO All commitments must be financially closed within FY 2026/27 (SOP 5.6).

Procurement · SOP 6 step 03

Quotations

Collect, record and compare supplier quotations for {{ site }}.

Search & filter

Search Status Received from

Quotation list Showing {{ qRegCount }} records · select a row to compare

No matching quotations {{ qRegEmpty }}

Supplier quotation{{ qViewName }}

New quotation Close×

Quotation details

Against requisition Supplier Date received

Supplier quote reference Valid until Quoted value LKR Delivery lead time Payment terms Warranty Remarks

Drag & drop the quotation, or click to upload PDF or image (JPG, PNG) · up to 10 MB each

{{ f.name }} {{ f.kind }} · {{ f.sup }} · {{ f.size }}

View

Quotation rule

Quotations are obtained by Stores from the approved supplier list. Where only one supplier can supply, the single-source justification is recorded on the comparison sheet.

The supplier document, the comparison and the recommendation are retained together with the requisition for audit.

Quotation comparison Close×

SOP 6 step 03 · {{ compareSubject }}

Quotation comparison

{{ q.name }}{{ q.ref }} · uploaded document Open full size

View quotation

Comparison note — retained with the requisition

Compliance

Governance

Approvals

Every document waiting on a signature, routed by value threshold and the RACI matrix. Budget verification is mandatory before approval.

Nothing in this view {{ apprEmpty }}

Select a document to open its approval detail in the side panel — budget position, threshold checks and the full signature chain.

Approval detail Close×

Rejected at {{ apRej.level }} — {{ apRej.cat }} {{ apRej.text }} {{ apRej.by }} · {{ apRej.at }}

Reject this document Reason category Reason for rejection · required

Reprocess from {{ apRejLevel }} The document goes back to {{ apRejLevel }}, the level that rejected it. Earlier approvals stay in place. What was corrected

Budget verification — {{ approvalBudgetName }}

Committed {{ approvalPct }} This document {{ approvalRemaining }} remaining

Remarks Visible to every approver and kept in the audit trail. A remark typed here is saved with your approval.

No remarks yet.

Related documents {{ apDocCount }} linked to this approval

{{ d.kind }} {{ d.no }} {{ d.note }} {{ d.label }} →

Open in new tab Close×

Approval chain

SOP 6 steps 08–10

Purchase orders & work orders

One order can draw on several requisitions, and a requisition can be split across several orders. Item lines close against a GRN; service lines close on confirmation.

Order no.TypeDateSupplierSource PRQuotationLinesValue LKRStatus

{{ poFoot.count }} orders {{ poFoot.value }}

{{ selPo.typeLabel }} Close×

{{ selPo.no }} · {{ selPo.stageLabel }}

✓ {{ selPo.mailInfo }}

Email {{ selPo.no }} to supplier ×

To Cc Subject Message

Attachments

PDF {{ a.name }}{{ a.note }}

Terms & conditions attachment {{ selPo.tcNote }}

Attach to this PO

Terms of payment Delivery period Warranty Supplier ref (your ref) Delay penalty (% of invoice per day) Deemed accepted after (working days)

Required documents

Rejection of material and acceptance clauses are standard wording. The PO print shows payment terms and delivery period as “Refer to the attachment”.

Order lines

NoPRCodeDescriptionUnitQtyRate LKRTotal LKR

Order value{{ selPo.total }}

Audit trail View all

Create PO from PR & quotation Close×

1 · Select approved requisitions {{ poPrCount }}

✓ {{ p.no }} · {{ p.subj }} {{ p.dept }} · {{ p.lines }} · LKR {{ p.value }} {{ p.award }}

Select more than one requisition to consolidate them onto a single order, or reduce a line quantity to split a requisition across several orders.

2 · Awarded quotation Compare →

Not on this order {{ poHeldBack }}

Supplier not approved

3 · Order lines — {{ poSupplier }} {{ poDraftCount }} of {{ poDraft.length }} lines included · rates from the awarded quotation

Item / serviceSource PRTypeUoMQuantityRate LKRTaxLine total

✓ {{ d.desc }}{{ d.code }} {{ d.pr }} {{ d.type }} {{ d.uom }} {{ d.rateTxt }} {{ d.taxTxt }} {{ d.totalTxt }}

4 · Order terms

Required delivery date Payment terms Deliver to Freight LKR Clearing & handling LKR Quoted lead time

Attach terms & conditions{{ poTcNew.note }}

Terms of payment Delivery period Warranty Delay penalty % / day Deemed accepted after (days)

Required documents

Landed cost

Landed order value {{ poGrand }}

PR / PO / WO tracker

Live cloud tracker replacing the spreadsheet. All commitments close within FY 2026/27.

DocSubjectSupplierProgressValueAge

Activity log Close×

{{ opDoc.id }} · {{ opDoc.title }}

{{ opDoc.progress }} · current: {{ opDoc.stage }}

Owner{{ opDoc.owner }} Supplier{{ opDoc.supplier }} Value{{ opDoc.value }} Age{{ opDoc.age }}

Document pack Tick the documents to print together as one A4 pack.

SOP 6 steps 11–14

Goods receipt notes

Stores records what physically arrived against the order. A quantity variance holds the balance open and blocks the matching invoice in Finance.

GRN no.DateOrderSupplierDelivery noteWarehouseLinesValue LKRStatus

No receipts in this view

Clear the filter to see every goods receipt note recorded at this site.

Goods received note — print preview

Goods receipt note Close×

Received value {{ gd.total }}

Received lines

NoCodeDescriptionUnitOrderedReceivedVarianceRate LKRValue LKR

Received value{{ gd.total }}

Receipt checks

Approval chain

Audit trail View all

Receive against PO Close×

1 · Select the order being received Orders sent to the supplier and not yet closed

{{ p.sup }} {{ p.dn }} · {{ p.wh }} {{ p.note }}

2 · Record what arrived — {{ grnPo }}

ItemOrderedReceivedVarianceCondition

Invoice security seal verified intact

Short delivery

Received quantity differs from the PO. The GRN records the variance, holds the balance open against the supplier and blocks the matching invoice in Finance.

After GRN

Finance · SOP 6 step 15

Supplier invoices

Record supplier invoices against a purchase order and track the three-way match before payment.

Search & filter

Search Status Invoice date from

Invoice list Showing {{ invRegCount }} records

No matching invoices {{ invEmpty }}

Supplier invoice — {{ ivd.no }}

Supplier invoice Close×

Invoice amount {{ ivd.total }}

Three-way match

Invoice lines

NoDescriptionQtyRate LKRTotal LKR

Invoice amount{{ ivd.total }}

Document chain

{{ d.k }} {{ d.v }} {{ d.d }} Open

Audit trail View all

Create invoice against PO Close×

Invoice header

Against purchase order Supplier invoice no. Goods receipt note Invoice date Payment terms

#DescriptionQtyRate LKRAmount LKR

{{ l.n }} {{ l.desc }} {{ l.amount }} ×

Net total{{ invNet }}

VAT at 18%{{ invVat }}

Invoice total{{ invGross }}

Attach supplier invoice

Drag & drop the sealed invoice, or click to upload PDF or image (JPG, PNG) · up to 10 MB each

{{ f.name }} {{ f.kind }} · {{ f.sup }} · {{ f.size }}

View

Document chain

Everything this invoice is checked against.

{{ d.kind }} Open

Three-way match

An invoice can only be recorded against an approved purchase order or work order. The quantity and rate are checked against the PO and the goods receipt note before Finance releases payment.

Where no order was raised — a retrospective purchase — the invoice is held as blocked until the order is created and approved.

Stores verifies the security seal on arrival, then submits the invoice with the GRN to Finance at step 15.

SOP 6 steps 15–16

Payment release

Payment is released only against a matched purchase order, goods receipt note and supplier invoice. Invoices are recorded in the Invoices module.

Payment queue {{ payNote }}

InvoiceSupplierMatchTermsAmount

Payment release Close×

Amount to release {{ payPd.amount }}

Invoice received from supplier {{ payInv.sup }} · received {{ payInv.received }}

TAX INVOICE {{ payInv.ref }} {{ payInv.total }} {{ payInv.file }}

Supplier invoice no.{{ payInv.ref }} Recorded as{{ payInv.no }} Against order{{ payInv.po }} Goods receipt{{ payInv.grn }}

#DescriptionQtyRateAmount

Subtotal {{ payInv.sub }} Tax {{ payInv.tax }} Total {{ payInv.total }}

Invoice total {{ payInv.total }}. Open the document to see its lines.

Print Open in new tab Close×

Open document

Approved supplier list

Evaluated annually on quality, delivery, safety, compliance and cost. Urgent purchases may only use listed suppliers.

ASL refSupplierCategorySpend YTDEvaluationStatus

Add new supplier Close×

Company Reference on save: {{ supNewRef }}

Supplier name Business registration no. VAT number Supply category Payment terms

Contact

Contact person Phone Email Location Bank account

Documents received

New suppliers are listed as pending until evaluated on quality, delivery, safety, compliance and cost, and approved by the Engineering Manager.

Approved supplier Close×

Overall evaluation {{ sd.score }}

Evaluation

Recent orders

RACI & thresholds

Governs who may act at each step. Changes require CEO approval and raise a new SOP revision.

Quotation thresholds

RACI matrix RResponsible AAccountable CConsulted IInformed

Activity

{{ r.activity }}Change

Change RACI assignment {{ raciEditTitle }} ×

Reason for change Changes take effect after CEO approval and raise a new SOP revision.

Audit trail — last 24 hours

Inventory management

Item master & catalogue

Item codes and part numbers, category and sub-category, unit of measurement, minimum and maximum levels, and the quantity held at each store.

Stock movement

Stock in & stock out

Receipts against a purchase order, receipts from another branch, returns to inventory, and issues to departments, employees and work orders.

Stock movement

Stock transfer

Store-to-store and branch-to-branch transfers. Stock leaves the sending store on dispatch and is held in transit until the receiving store confirms.

Stock movement

Stock issue

Requests to Engineering Stores to issue items to a line, equipment or department. Stock leaves the bin card when Stores records the issued quantity.

{{ f.label }} · {{ f.n }}

No.DateItemsLine / equipmentDepartmentLinesStatus

{{ r.no }} {{ r.date }} {{ r.first }}Requested by {{ r.by }} {{ r.where }} {{ r.dept }} {{ r.n }} {{ r.st }}

Inventory / Stock issue / {{ isuHead }} Close×

New stock issue

To: Engineering Stores — please issue the following items. {{ site }}

Issue no. Date Department Line Equipment Requested by

No.DescriptionUnitIn stockQuantity

{{ l.n }} {{ l.uom }} {{ l.stock }} ×

+ Add item

No. {{ isuD.no }}

No.CodeDescriptionUnitQuantityPHY qty issued

Sign-off

Print Open in new tab Close×

Stock movement

Stock return

Unused material returned by departments and contractors. Returnable items re-enter stock against the original requisition; consumables are recorded but not returned to the bin card.

Stock movement

Damage & loss

Damaged, lost, expired and defective stock. Every entry carries a reason and passes a write-off approval before the quantity is removed from the bin card.

Stock movement

Stock adjustment

Physical count against system quantity. Variances are recorded with a reason, approved, and written to the audit trail before the balance changes.

Inventory reports

Period 01 August to 11 September 2026 · {{ site }}

Standard reports

{{ ledItemLabel }} Select an item in the item master to change the ledger subject

Item master record Close×

Availability by location

New item Close×

Item details Code on save: {{ itemNewCode }}

Description Part number Category Sub-category Unit of measurement

Stock control

Minimum level Maximum level Unit cost · LKR Default store Shelf life · months

Returnable itemReturned quantities go back into stock. Turn off for consumables.

{{ moveFormTitle }} Close×

Movement type Store / location Reference document Date

#ItemUoMQuantityOn handAfter

{{ l.n }} {{ l.desc }}{{ l.code }} {{ l.uom }} {{ l.onHand }} {{ l.after }} ×

Document value{{ moveValue }}

What posting does

Stock transfer Close×

{{ selXfer.from }} → {{ selXfer.to }} {{ selXfer.stageLabel }}

In transit

Activity

New transfer request Close×

Transfer from Transfer to Item Quantity to transfer Required by Requested by Purpose Remarks

Transfer chain

A branch-to-branch transfer needs Stores Manager approval at both ends. Quantity leaves the sending bin card on dispatch and sits in transit until the receiving store confirms.

Stock return Close×

Activity

New return Close×

Return type Returned against Item Quantity returned Returned to store Return reason Remarks

Returnable or not

Electrical and mechanical spares are flagged returnable in the item master: an accepted return raises the bin-card balance and reverses the issue value against the budget line.

Consumables — inks, make-up, solvent and cleaning items — are non-returnable. The return is recorded for traceability, but the quantity is not added back to stock.

New damage & loss entry Close×

Entry type Found at Item Quantity affected Date identified Reason Remarks

Write-off routing

Stock is only reduced at the final step. Until then the quantity stays on the bin card and is flagged as held.

Damage & loss Close×

{{ selDmg.no }} · {{ selDmg.type }}

Value at risk {{ selDmg.value }}

Reason{{ selDmg.reason }}

Write-off approval

CodeDescriptionUoMSystemCountedVarianceValue LKR

Adjustment reason Net value variance{{ adjValue }}

Audit trail — this count

Opening period Store / location Item Opening quantity Unit cost LKR

Opening stock rules

Opening quantities are entered once per item, per store, at the start of the financial year or when a new store is commissioned. The figure becomes the first line of the bin card.

After the period opens, quantities can only change through a receipt, an issue, a transfer, a return, a write-off or an approved adjustment.

Purchasing, stores and budgets for both plants in one place.

Sign in

{{ dashTitle }}

Purchase requisitions & work orders

{{ pd.title }}

Purchase requisition {{ prNo }}

Work order {{ woNo }}

Audit trail

Accounting integration

{{ acJv.event }}

Tax configuration

Work order item master

{{ wmd.desc }}

{{ secTitle }}

{{ secUser.name }}

Permissions

Finance reports

Stock ledger — {{ site }}

{{ binCard.desc }}

Replenishment planning

Budget control

Quotations

Quotation comparison

Approvals

Purchase orders & work orders

{{ selPo.sup }}

PR / PO / WO tracker

{{ opDoc.id }} · {{ opDoc.title }}

Goods receipt notes

{{ gd.sup }}

2 · Record what arrived — {{ grnPo }}

Supplier invoices

{{ ivd.sup }}

Payment release

{{ payPd.sup }}

Approved supplier list

{{ sd.name }}

RACI & thresholds

Item master & catalogue

Stock in & stock out

Stock transfer

Stock issue

New stock issue

{{ isuD.where }}

Stock return

Damage & loss

Stock adjustment

{{ reportTitle }}

{{ selItem.desc }}

{{ selXfer.desc }}

{{ selRet.desc }}

{{ selDmg.desc }}