Use this workflow when an order’s open lines do not have a recorded supplier confirmation, or the supplier confirmed in a message that has not been reflected in the operating record.
An order confirmation needs a specific line-level result. “Received your email” is an acknowledgement, not confirmation of the requested dates and quantities.
Before you start
Purchase order and line identifiers; supplier and contact; ordered and open quantities; requested dates; any existing confirmation or correspondence.
The required task type must be Live in Settings → Task types. A Draft type is hidden from new work. Check the owner, channel access and Scout permissions before creating a task that may start real outreach.
Describe the IMU confirmation outcome, then link the required purchase order before creating the task.
Start and follow the workflow
Open the relevant records and review the current values, relationships and latest communication before starting new outreach.
Choose New → Task and describe the situation, scope and required result. Include the relevant record identifiers and supporting files.
Open the resulting task and review its type, responsible teammate, due date and Scout Agent role. Correct missing context before further work.
Follow the task in Inbox. Review proposed messages or calls and answer questions with specific facts or decisions.
Compare the supplier’s response with the task’s acceptance criteria. Review each scoped line, shipment or supplied item separately.
Verify the accepted result in the linked records and record any unresolved work or handoff.
Check the result
The supplier’s confirmed date and quantity for each in-scope line are recorded with supporting evidence. Any line that is still unconfirmed or differs from the request is explicit.
Example task brief
Confirm the Navigation-grade IMU order. Obtain a committed ship date and quantity for each relevant open line, and flag differences from the requested schedule. An acknowledgement that only says the order arrived is not a confirmed date.
Interpret the response
A supplier can confirm only part of an order. Review each line’s quantity, unit and date. A header-level acknowledgement should not be treated as confirmation of every open line.
When the requested result is not achieved
If the supplier cannot meet the requested schedule, identify the affected lines and ask the responsible buyer to decide whether to accept the alternative or start recovery work.
If something does not look right
What you see | What to check |
Scout Agent cannot contact the supplier | Check the contact relationship, channel setup, connection health, approval policy and available budget. |
Only part of the scope is answered | Keep unresolved units explicit and request the missing evidence before settling the whole task. |
Can one task contain several units?
Can one task contain several units?
Where supported by the task type, one task can cover several lines, shipments or supplied items. Review each result individually. Outcome charges follow qualifying completed units under the workspace’s rate card.
Where do I review a question or approval?
Where do I review a question or approval?
Open the task or Inbox → Scout Agent → Needs input. Settle the current request and then verify the resulting action.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.