Machine Order Process

End-to-end workflow for ordering, receiving, and installing industrial machinery or equipment

Objective

Ensure systematic procurement of machinery from request through installation with proper approvals and quality checks

Participants (5 roles)

departmentManager: Department Manager
procurementManager: Procurement Manager
financeApprover: Finance Approver
facilitiesTeam: Facilities Team
technicalTeam: Technical Team

Input

Machine order request with specifications and justification

Output

Successfully installed and operational machinery

Process Flow

100%
flowchart LR
    node0["Machine Order Request"]
    node1["Approve Request"]
    node2["Place Order"]
    node3["Delivery"]
    node4["Machine Installation"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

30-60 days

Avg. Completion Time

2-5 orders

monthlyVolume

95%

budgetCompliance

98%

installationSuccessRate

Stages Overview

100%
PROPERTIES
STAGE 1
Machine Order Request
STAGE 2
Approve Request
STAGE 3
Place Order
STAGE 4
Delivery
STAGE 5
Machine Installation
Stage Owners
Department Manager
Finance Approver
Procurement Manager
Facilities Team
Technical Team
Stage Workers
Procurement Manager
-
-
-
-
Duration
1 day
2-3 days
3-5 days
Variable (2-8 weeks)
3-7 days
Output Fields
• Machine Type*
• Estimated Cost*
• ROI Period
• Budget Approval*
• Approved Amount
• Approval Comments
• Selected Vendor*
• PO Number*
• Delivery Timeline*
• Delivery Date*
• Inspection Status*
• Delivery Notes
• Installation Complete*
• Test Results*
• Training Completed*
To-dos
• Complete machine specification requirements
• Provide business justification and ROI analysis
• Review technical specifications and requirements
• Verify budget availability
• Obtain and compare vendor quotes
• Issue purchase order
• Track shipment progress
• Receive and inspect delivery
• Complete physical installation
• Perform testing and train operators

Automation Rules

Automation 1: Custom Automation

If stage_overdue, Then send notification to Finance Approver with message: "Machine order request pending approval for more than 48 hours"

high

Automation 2: Field Value Alert

If Estimated Cost greater_than, Then send notification to cfo with message: "High-value machine order requires executive approval"

high

Workflow Summary

Total Stages

5

Total To-dos

10

Output Fields

15

Automations

2