Use this workflow when the received goods do not match the purchase order. Keep the discrepancy, supporting evidence and agreed remedy tied to the affected line.
An apology or promise to investigate does not settle a receipt discrepancy. Record the agreed remedy and confirm the required follow-through.
Before you start
Purchase order line; ordered and received quantities and units; discrepancy type; delivery or receipt reference; photos or documents; supplier contact; required remedy.
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 receipt discrepancy is resolved for the in-scope line, with the accepted remedy and evidence recorded. Outstanding replacements, returns or credits remain explicit.
Example task brief
Resolve a short receipt. Compare the ordered and received quantities, identify the missing balance and obtain a committed replacement date, credit or other agreed remedy.
Interpret the response
Compare unit of measure, material identity, delivery note and receipt records before concluding that quantities differ. A packaging conversion can look like a shortage until units are reconciled.
When the requested result is not achieved
For damage or the wrong item, attach clear evidence and identify the required replacement, return or other remedy. Commercial and quality acceptance decisions belong to the authorized team.
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.