redesign layout and expand to full SCM coverage

- Replace MatOne-clone sidebar with distinct blue navy sidebar design - Lighter blue color palette (#5699DA) for better readability - Remove app icon/logo, use text 'SCM' branding - Fix sidebar active tab highlighting (only current page, not entire group) - Fix duplicated title/search/button inside overflow-x-auto containers - Restructure all list pages: filters before table, table outside flex Add 20 new pages to cover missing requirements from SCM spec: - Purchase Requisition (list, create, approval queue) - PO 3-Way Matching with mismatch detail view - PO Amendment workflow - Supplier Performance scorecards, contacts, blacklist - Returns/RMA workflow and ATP check - Lot/Batch and Serial number tracking - ABC Analysis, Pick List generation - Freight Cost comparison, Shipping Documents - Scenario Planning - Notification Center with preferences - System Integrations registry - Custom Report Builder Add documentation: - docs/BP-SCM-ENGLISH.md — full business process documentation - docs/BP-SCM-INDONESIA.md — versi Bahasa Indonesia - docs/DIFFERENCES-ENGLISH.md — SCM vs MatOne MMS comparison - docs/DIFFERENCES-INDONESIA.md — perbandingan SCM vs MatOne
2026-05-29 16:35:41 +07:00
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+# Supply Chain Management — Business Processes
+
+## 1. Procurement Process
+
+```
+PR → PO → GR → 3-Way Match → Invoice → Payment
+```
+
+### 1.1 Purchase Requisition (PR)
+
+**Trigger**: Department identifies need for materials or services.
+
+1. Requestor creates PR with item details, quantity, estimated cost, and justification
+2. PR routes through multi-level approval based on amount thresholds:
+   - Level 1: Department Manager (up to Rp 10M)
+   - Level 2: Supply Chain Manager (Rp 10M–Rp 100M)
+   - Level 3: Director (>Rp 100M)
+3. Approved PR is converted to Purchase Order
+4. Rejected PR may be revised and resubmitted
+
+**Key fields**: PR# (auto), requestor, department, required date, line items (SKU, description, qty, UOM, est. price), justifications, approval history
+
+### 1.2 Purchase Order (PO)
+
+**Trigger**: Approved PR or direct procurement need.
+
+1. Procurement officer selects supplier (system suggests preferred suppliers)
+2. PO captures: supplier, delivery warehouse, line items (SKU, qty, unit price), delivery date, payment terms
+3. PO approval workflow with configurable authority limits:
+   - Up to Rp 50M: Procurement Manager
+   - Rp 50M–Rp 500M: Finance Manager
+   - Above Rp 500M: Director
+4. PO sent to supplier via email (PDF) or supplier portal
+5. Supplier acknowledgment tracked
+
+**PO lifecycle**: `Draft → Pending Approval → Approved → Partially Received → Completed → Closed`
+
+**PO Amendments**: Changes to approved POs (qty, price, delivery date) require an amendment record with reason capture. Re-approval required if amendment exceeds threshold.
+
+### 1.3 Goods Receipt (GR)
+
+**Trigger**: Physical goods arrive at warehouse.
+
+1. Warehouse staff creates Goods Receipt Note (GRN) linked to PO
+2. Received quantities recorded per PO line item
+3. **Quality Inspection**: Items routed to inspection queue
+   - Pass → Accept into inventory
+   - Fail → Reject or Quarantine with NCR
+   - Partial → Accept good qty, reject defective
+4. Inventory levels auto-updated upon GRN confirmation
+5. Putaway to suggested bins based on item category
+
+**Discrepancy handling**: Qty or quality mismatches flagged automatically. Shortages recorded as pending receipt.
+
+### 1.4 Three-Way Matching
+
+**Trigger**: Supplier invoice received.
+
+1. System matches: **PO quantity × unit price** ↔ **GR quantity** ↔ **Invoice quantity × unit price**
+2. Match statuses:
+   - **Matched** — all three documents agree → payment queued
+   - **Mismatch** — discrepancies identified → resolved via debit/credit note or override
+3. Mismatches require disposition: approve with tolerance, create debit note, or reject invoice
+
+### 1.5 Supplier Performance
+
+- **On-Time Delivery %**: PO lines delivered on or before requested date
+- **Fill Rate %**: Quantity delivered / quantity ordered
+- **Defect Rate %**: Rejected qty / total received qty
+- **Composite Score**: Weighted average of above metrics
+- **Non-Conformance Incidents**: Quality issues tracked with severity (Critical/Major/Minor), disposition (Return/Rework/Concession), and corrective action tracking
+- **Blacklist/Approval**: Suppliers can be flagged as Under Review, Blacklisted, or Pending Onboarding with full audit trail
+
+---
+
+## 2. Inventory Process
+
+```
+Receipt → Putaway → Storage → Pick → Pack → Ship
+                    ↓
+          Transfer / Adjustment / Count / Usage / Disposal
+```
+
+### 2.1 Inventory Tracking
+
+- **Real-time visibility** across all warehouses and bin locations
+- **Stock quantities**: On Hand, Available (On Hand − Reserved), Reserved (allocated to orders)
+- **Valuation methods**: FIFO, LIFO, Weighted Average supported
+- **ABC Classification**: A = 80% value, B = 15%, C = 5% — drives cycle count frequency and review priority
+- ****Lot/Batch Tracking**: Each receipt lot tracked with manufacture date, expiry date, and remaining shelf life. FEFO (First Expired First Out) for picking.
+- **Serial Number Tracking**: Individual units tracked through lifecycle: Receipt → Storage → Ship → Return → Retire
+
+### 2.2 Warehouse Management
+
+- **Multi-location hierarchy**: Company > Warehouse > Zone > Aisle > Rack > Bin
+- **Putaway rules**: System suggests optimal bin based on item category, velocity, size
+- **Transfers**: Stock moved between warehouses with full traceability (Transfer Request → Dispatch → In Transit → Receive)
+- **Cycle Count**: Periodic count sessions with variance reporting:
+  1. Create session (target items/zone)
+  2. Blind count (counter sees no system qty)
+  3. Variance report with expected vs actual
+  4. Adjustment posting with reason code and supervisor approval
+- **Physical Stock Take**: Full inventory count at period end with frozen operations
+- **Pick List**: Generated from confirmed sales orders with route-optimized pick sequence
+
+### 2.3 Stock Adjustments
+
+- **Reason codes**: Damage, Expired, Found, Recount, Write-Off, Other
+- **Mandatory supervisor approval** for write-offs above threshold
+- Full audit trail with before/after values
+
+### 2.4 Low Stock & Reorder
+
+- **Reorder Point**: When current stock falls below configured minimum
+- **Safety Stock**: Buffer against demand variability
+- **EOQ (Economic Order Quantity)**: Optimal order quantity calculation
+- **Auto-suggested reorder**: System generates replenishment recommendations
+
+### 2.5 Inventory Aging
+
+- Items grouped by age brackets: 0–30d, 31–60d, 61–90d, 91–180d, 181–365d, 365+d
+- Slow-moving and obsolete items flagged for review and potential disposal
+
+### 2.6 Material Usage & Disposal
+
+- **Usage**: Consumption recorded with cost center / project allocation. Auto-deduct from inventory.
+- **Disposal**: Expired, damaged, or obsolete stock disposed with reason, method, and approval.
+
+---
+
+## 3. Order Fulfillment Process
+
+```
+Sales Order → ATP Check → Confirm → Pick → Pack → Ship → Deliver → Invoice
+```
+
+### 3.1 Sales Order (SO)
+
+**Trigger**: Customer places order (manual entry or e-commerce integration).
+
+1. Order entry with customer info, line items, delivery address, requested date, payment terms
+2. **Availability-to-Promise (ATP)** check at order entry:
+   - System checks on-hand + incoming POs − existing reservations
+   - Provides earliest fulfillment date
+   - Partial ATP: some qty available now, balance on backorder
+3. Order confirmed upon availability or customer acceptance
+
+**SO lifecycle**: `Draft → Confirmed → Picking → Dispatched → Delivered → Closed`
+
+### 3.2 Pick, Pack, Ship
+
+1. **Pick List** generated from confirmed SOs (optimized for warehouse route)
+2. Items picked from bins, quantities confirmed
+3. **Packing**: Items packed and labeled. Packing list generated.
+4. **Shipment Created**: Carrier assigned, tracking number captured
+5. **Delivery Confirmation**: POD captured (timestamp, recipient name, signature)
+
+### 3.3 Backorder
+
+- Partial fulfillment creates automatic backorder for unfulfilled quantities
+- Backorder fulfilled when stock becomes available (next PO receipt)
+- Customer notified of backorder status
+
+### 3.4 Returns / RMA
+
+**Trigger**: Customer requests return (defective, wrong item, damaged, or change of mind).
+
+1. RMA (Return Merchandise Authorization) created with reason code
+2. Return approved based on policy:
+   - Defective → Immediate approval
+   - Customer request → Subject to return window
+3. **Disposition**: Repair & Return, Replace, Refund, Credit Note, Scrap
+4. Inventory re-instated for acceptable returns
+5. Quality inspection for returned items before re-stocking
+
+### 3.5 Sales Invoicing
+
+- Auto-generated upon shipment dispatch or delivery confirmation
+- Invoice matched to SO line items
+- Payment status tracking: Unpaid → Partial → Paid
+- Overdue payment alerts with configurable thresholds
+
+---
+
+## 4. Supplier Lifecycle
+
+```
+Onboarding → Qualification → Contract → Performance → Evaluation → (Renew / Replace / Blacklist)
+```
+
+### 4.1 Onboarding
+
+- Supplier registration with company details, tax ID (NPWP), bank accounts, contacts
+- Multiple contacts per supplier with roles and preferred channels
+- Supplier categorization: Raw Material, Finished Goods, Packaging, Services, Logistics
+
+### 4.2 Contracts
+
+- Contract captured with validity dates, payment terms, scope
+- Auto-renewal and expiry alerts
+- Approved price lists per SKU
+
+### 4.3 Performance Evaluation
+
+- Periodic scorecards generated automatically
+- KPI weights configurable by procurement admin
+- Rating: Excellent (90+), Good (75–89), Fair (60–74), Poor (<60)
+
+### 4.4 Corrective Actions
+
+- Supplier NCRs trigger corrective action requests
+- CAPA (Corrective and Preventive Action) tracking
+- Repeated failures lead to blacklist review
+
+---
+
+## 5. Logistics & Transportation
+
+```
+Ship → Track → Deliver → Confirm → Invoice
+```
+
+### 5.1 Shipment Planning
+
+- Outbound shipments planned with carrier assignment
+- **Freight Cost Comparison**: Compare rates across carriers for given origin, destination, weight, and volume
+- Documents generated: Bill of Lading, Packing List, Delivery Note, Commercial Invoice, Certificate of Origin
+- CO₂ tracking per shipment (distance × transport mode factor)
+
+### 5.2 Real-Time Tracking
+
+- Carrier API integration (JNE, Tiki, SiCepat, etc.)
+- Tracking statuses: Pending Pickup → In Transit → Out for Delivery → Delivered → Exception
+- Location history with timestamps
+
+### 5.3 Delivery Confirmation
+
+- ePOD (electronic Proof of Delivery) capture
+- Condition recording: Good / Damaged / Partial
+- Delivery photo capture (optional)
+
+---
+
+## 6. Demand Planning
+
+```
+Historical Data → Forecast → Scenario → Replenishment → Procurement
+```
+
+### 6.1 Forecasting
+
+- Statistical methods: Moving Average (3/6/12 months), Exponential Smoothing
+- Manual overrides with reason capture for promotions, seasonality, market events
+- Forecast accuracy tracking: MAPE (Mean Absolute Percentage Error) per SKU
+- Seasonal adjustment factors for products with demand patterns
+
+### 6.2 Replenishment Planning
+
+- **Net Requirement** = Forecast Demand − Current Stock − Open PO + Safety Stock
+- Suggested order quantities based on EOQ
+- One-click conversion to Purchase Requisition
+
+### 6.3 Scenario Planning
+
+- "What-if" simulations: supply disruption, demand spike, currency change, supplier switch
+- Impact analysis per SKU with risk rating
+- Recommended actions for each scenario
+
+---
+
+## 7. Quality Management
+
+```
+Incoming Inspection → Pass/Fail → NCR → CAPA → Closure
+```
+
+### 7.1 Inspection Plans
+
+- Checklist items per item group/category
+- Sampling method: 100% inspection, AQL (Acceptable Quality Level), Fixed Sample
+- Acceptance criteria per checkpoint
+
+### 7.2 Inspection Records
+
+- Created at goods receipt or during production
+- Score and result (PASS / FAIL) per inspection
+- FAIL triggers NCR creation
+
+### 7.3 Non-Conformance Reports (NCR)
+
+- Severity: Critical (safety/regulatory), Major (functionality), Minor (cosmetic)
+- Dispositions: Return to Supplier, Rework, Accept with Concession, Scrap
+- Root cause and corrective action tracking
+- Status: Open → In Progress → Closed
+
+---
+
+## 8. System Administration
+
+### 8.1 User Management & RBAC
+
+- Role-based access per module: View, Create, Edit, Delete, Approve, Export
+- Roles: Admin, Supply Chain Manager, Procurement Officer, Warehouse Operator, Logistics Coordinator, Finance Officer, Sales Representative, Read-Only Viewer
+
+### 8.2 Approval Matrix
+
+- Configurable per document type (PR, PO, MR, SO)
+- Multi-level: up to 3 approval levels by amount threshold
+- Delegation can be configured for absences
+
+### 8.3 Document Numbering
+
+- Auto-numbering per document type with configurable format
+- Prefix + Year + Running counter
+
+### 8.4 Audit Trail
+
+- Immutable log of all CUD (Create, Update, Delete) and approval actions
+- Fields: Timestamp, User, Action, Module, Document#, Old/New values
+- Retention: 3 years minimum
+
+### 8.5 Integrations
+
+- ERP (SAP, Oracle, Odoo) — bidirectional
+- E-commerce (Shopify, WooCommerce) — inbound orders
+- Accounting (QuickBooks, Xero) — bidirectional
+- Carriers (JNE, DHL, FedEx) — outbound + tracking
+- Notifications: Email (SendGrid/SMTP), SMS (Twilio), In-App
+- SSO: SAML 2.0 / OIDC
+
+---
+
+*Document version 1.0 — May 2026*
+*Confidential — PT SCM Group*