Use this workflow for a periodic review of all relevant open orders with a supplier. Establish the scope so both teams compare the same open lines.
A broad supplier reply should not mark every open line reviewed. Match the response to each line and preserve what still needs confirmation.
Before you start
Supplier and contact; open order and line list; current dates and quantities; review cutoff; site or business scope; known discrepancies and prior confirmations.
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
Each in-scope open line has a reviewed result. Missing, changed and unresolved lines are identified separately rather than hidden by an overall “reviewed” status.
Example task brief
Review open avionics order lines as of the stated cutoff. Check each remaining quantity and date, identify discrepancies and return a line-by-line list of changes, closures and unresolved issues.
Interpret the response
Order books change while the review is underway. Record the cutoff and distinguish new orders, recent receipts and cancellations from unexplained mismatches.
When the requested result is not achieved
If the supplier returns a partial list, reconcile it against the agreed scope. Assign follow-up work for missing lines or a recovery task for changes that threaten the operating plan.
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.