Use this workflow when demand moved later or decreased and the team wants to delay or reduce incoming supply. Confirm the supplier accepts the requested change before relying on it.
Keep the existing commitment as the operating assumption until the requested change is accepted and reflected in the intended source record.
Before you start
Purchase order and lines; current schedule and quantities; revised need; requested reduction or delay; supplier contact; constraints on fees, cancellation and production already started.
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 requested schedule or quantity change is agreed and recorded for each scoped line. A pending request or supplier refusal is shown as unresolved rather than accepted.
Example task brief
Review the second mapping-camera tranche against revised HX-4 plan. Request the intended new date, confirm any cost or refusal, and preserve the first tranche’s agreed delivery.
Interpret the response
Check the new requirement against production and customer demand before requesting a delay. A cash or inventory improvement on one line should not create a shortage elsewhere.
When the requested result is not achieved
If the supplier has already built or shipped the material, record the constraint and the alternative it offers. The buyer decides whether a partial change or another arrangement is acceptable.
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.